sales agent

  1. Roadmap ID 567000: Microsoft 365 Copilot Lead Summaries GA September 2026

    Microsoft is developing Roadmap ID 567000, a Microsoft 365 Copilot web feature for Worldwide standard multi-tenant customers that uses Sales Agent to enrich inbound leads with business-specific summaries. It is for sales teams that need to triage inbound leads faster, with preview availability...
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    • lead triage microsoft 365 copilot roadmap sales agent
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    • Forum: Windows News

  2. Microsoft 365 Roadmap 567002: Sales Agent Adds Non-CRM Insights

    Microsoft posted Microsoft 365 Roadmap ID 567002 on July 8, 2026: Sales agent for Microsoft 365 Copilot is being developed so organizations can add custom insights from non-CRM applications into account and opportunity summaries on the web. Preview is targeted for September 2026, with General...
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    • ai governance crm integration microsoft 365 copilot sales agent
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    • Forum: Windows News

  3. Roadmap ID 567003: Microsoft 365 Copilot Sales Prep Gets Service Tickets

    Microsoft is developing Roadmap ID 567003 for Microsoft 365 Copilot on the web: a Sales agent enhancement that will enrich meeting preparation with more data sources, including service tickets. Microsoft lists the feature as in development, with Preview planned for September 2026 and General...
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    • ai governance crm integration microsoft 365 copilot roadmap id 567003 sales agent service tickets
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    • Forum: Windows News