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Sales in Microsoft 365 Copilot - Configure Sales agent starter prompts across applications

  • User
  • Admin
  • Copilot License

Summary AI-generated

You can now configure Sales agent starter prompts centrally for Sales in Microsoft 365 Copilot and assign them to Dynamics 365 and Copilot apps; GA is July 31, 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 configure Sales agent starter prompts across applications in Sales in Microsoft 365 Copilot. This feature will reach general availability on July 31, 2026.

How does this affect me?
This feature enables you to configure Sales agent starter prompts from a single, centralized experience and assign them to specific apps - including Dynamics 365 and Microsoft 365 Copilot.

Starter prompts are provided by default, giving sellers a ready-made set of common scenarios such as customer research, relationship insights, sentiment analysis, and meeting follow-up - so they can get started quickly without crafting queries from scratch. You can disable default prompts and replace them with custom prompts tailored to your organization's needs.

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 Configure starter prompts for Sales agent chat.