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Microsoft 365 Copilot for Sales - Engage prospects faster with Sales Agent-enriched leads

  • User
  • Admin
  • Copilot License

Summary AI-generated

Sales Agent feature in Copilot for Sales, enabling research and personalized outreach for CRM leads, will reach general availability on February 27, 2026.

Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.

Original post from Microsoft

We are announcing the ability to engage prospects faster with Sales Agent-enriched leads in Microsoft 365 Copilot for Sales. This feature will reach general availability on February 27, 2026.

How does this affect me?
This feature enables you to utilize Sales Agents to research your leads and generate personalized outreach emails using the gathered insights.

Sales Agent key features include:
  • Performing research for all prospects in your CRM (either Salesforce or Dynamics 365 Sales).
  • Using data gathered from the web and your CRM to perform deep research and generate insights.
  • Generating outreach emails based on the research that you can use to engage new leads.
  • Configuration options to match your unique business needs.
You can set up and activate Sales Agent for your sellers from the Copilot for Sales admin settings.

What action do I need to take?
This message is for awareness and no action is required.

If you would like more information on this feature, please visit Engage prospects faster with Sales Agent-enriched leads.