Table of Contents
Summary
- New feature in Microsoft 365 Copilot for Sales allows faster engagement with prospects using Sales Agents.
- Sales Agents conduct research on leads within CRM systems like Salesforce or Dynamics 365 Sales.
- Insights generated from web and CRM data help create personalized outreach emails.
- Configuration options are available to tailor the feature to specific business needs.
- No action is required; this message is for awareness only.
Admin Impact: Low
User Impact: Medium
Release Start: 27 Feb 2026
Release End: 27 Feb 2026
Services: M365 Copilot
Category: Stay informed
Tags: New Feature
History
2/12/2026 Item Added to Message Center
Microsoft Message
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.