Get embedded experience for Copilot summaries

2025-08-07

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Jul 28, 2025	Oct 2025

Business value

The Copilot summary for Opportunity, Lead, and Account gives sellers instant, AI-generated insights so they can quickly get up to speed, understand deal context faster, and spend less time searching through data.

The new in-form banner experience brings key information right to the top of the record, so sellers don't need to open the Copilot side pane. With this change, sellers stay in the flow of work, focus on what matters, and drive more productive customer engagements.

When you use Dynamics 365 Sales, this feature will be enabled by default for Opportunity, Lead, and Account summary from Copilot.

Feature details

As a seller, you see an AI Summary banner at the top of your Lead, Opportunity, and Account forms. You can view a high-level summary and a detailed summary of your records. The summarization capabilities stay the same, with the following actions still supported:

Auto-generation of summaries when you open a form.
Ability to copy the generated summary.
Providing thumbs-up or thumbs-down feedback on summary quality.
Using copilot chat to generate a summary for any specific record.

You'll get the new experience as part of the 2025 release wave 2 updates for Dynamics 365 Sales:

Early access from July 2025. Opt in to early access updates.
Default on for all Copilot-enabled organizations at general availability starting from September 2025.

Sellers will start seeing the new in-form banner without any extra clicks.

Lead research page when SQA agent is not enabled