lead triage

The lead triage tag covers Microsoft’s planned use of Microsoft 365 Copilot and Sales Agent to enrich inbound leads with business-specific summaries. The feature is intended to help sales teams review and prioritize incoming leads more quickly. The available roadmap information lists preview availability for June 2025 and general availability for September 2026 for worldwide standard multi-tenant customers. Coverage also focuses on practical preparation for administrators and sales-operations leaders, including tracking the roadmap item, selecting suitable teams for a controlled pilot, and reviewing existing lead data and access before broader deployment.