We are announcing an embedded experience for Copilot summaries in Dynamics 365 Sales. This feature will reach general availability on September 26, 2025.
How does this affect me?
This feature enables an in-form banner experience for the Opportunity, Lead, and Account forms that brings key information to the top of the record, eliminating the need to open a Copilot side pane.
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 check out the release note Get embedded experience for Copilot summaries.
Source: Microsoft
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