NewMicrosoft Copilot (Microsoft 365) · Dynamics 365 Sales
Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
Sales agent will gain the ability to display custom insights from non-CRM systems within account and opportunity summaries, providing sellers with a more unified view of customer data without switching applications.
Key dates
- — preview (Feature currently in development)
Microsoft's description
Sales agent gives you strong CRM-based account and opportunity summaries, but important context is often spread across non-CRM systems. With this capability, you can add insights from any application to enrich account and opportunity summaries in Sales agent, so sellers get a unified view of their accounts and deals in one place without switching applications.