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What's new and planned for Microsoft 365 Copilot for Sales

This topic lists features that are planned to release from October 2025 through March 2026. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Copilot agents

Copilot agents within Microsoft 365 Copilot for Sales help sellers autonomously complete end-to-end sales processes.

Feature Enabled for Public preview General availability
Engage prospects faster with Sales Agent-enriched leads Users by admins, makers, or analysts Jun 23, 2025 Feb 2026
Autonomously grow your pipeline with Sales Agent Users by admins, makers, or analysts Nov 2025 Mar 2026

Microsoft Outlook experiences

Experiences in Microsoft Outlook to empower sellers to efficiently and effectively communicate throughout the sales process.

Feature Enabled for Public preview General availability
Access Copilot for Sales from Outlook mobile Users, automatically Jan 20, 2025 Dec 2025

Microsoft Teams experiences

Experiences in Microsoft Teams to assist sellers with sales collaboration and effective customer communication.

Feature Enabled for Public preview General availability
Save AI meeting notes into CRM from post-meeting card Users, automatically - Oct 2025

Sales Chat

Sales Chat is built on top of the Microsoft 365 Copilot Chat experience and integrates with Microsoft 365 Graph, CRM, and other sources so you can search, summarize, and synthesize your sales data in real time.

Feature Enabled for Public preview General availability
Access and analyze sales data with Sales Chat Users, automatically Oct 2025 -

* You are able to opt into some features as part of early access on August 4, 2025, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.

For information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.