sales agent

The sales agent tag covers Microsoft 365 Copilot developments that help sales teams work with richer lead, account, opportunity, and meeting context. Current coverage includes Sales Agent lead summaries for inbound-lead triage, custom insights from non-CRM applications, and service-ticket data for sales meeting preparation. The related Microsoft roadmap items are planned for the Worldwide Standard Multi-Tenant cloud, with preview and general availability dates extending from 2026 into 2027. Coverage also highlights practical preparation for admins and sales leaders, including controlled pilots, data-source inventories, ownership, appropriate access, and permission reviews before these capabilities become broadly available.