This topic is updated when a feature's release date changes or when a feature is added or removed.
Microsoft 365 Copilot for Sales
Features added to release plan
| Feature | Date added |
|---|---|
| View all sales insights in a single recap location | Apr 28, 2025 |
| Start your day with a Copilot for Sales meeting summary | Apr 22, 2025 |
| Control if AI-generated insights are stored in Dataverse | Apr 22, 2025 |
| Engage prospects faster with Sales Agent-enriched leads | Apr 13, 2025 |
| Include account and opportunity info in AI-generated emails | Apr 09, 2025 |
| Seamlessly capture sales meetings with automatic recordings | Apr 03, 2025 |
| Enhance email summaries with improved third-party insights | Mar 31, 2025 |
Release date changed
| Feature | Change | Date updated |
|---|---|---|
| Control if AI-generated insights are stored in Dataverse | General availability date moved to Jul 2025 | Jun 18, 2025 |
| View all sales insights in a single recap location | General availability date moved to Jul 2025 | Jun 18, 2025 |
| Start your day with a Copilot for Sales meeting summary | Public preview date moved to Jun 2025 | Jun 02, 2025 |
Features removed from release plan
| Feature | Reason | Date removed |
|---|---|---|
| Control if meeting insights can be shared with other sellers | Deprioritized and will not be delivered. | Oct 06, 2025 |
| Access Copilot for Sales from Outlook mobile | Moved to the next release wave. | Sep 09, 2025 |
| Access and analyze sales data with Sales Chat | Moved to the next release wave. | Sep 04, 2025 |
| Save AI meeting notes into CRM from post-meeting card | Moved to the next release wave. | Aug 18, 2025 |
| Autonomously grow your pipeline with Sales Agent | Moved to the next release wave. | May 21, 2025 |
Microsoft 365 Copilot for Service
Features removed from release plan
| Feature | Reason | Date removed |
|---|---|---|
| Enhance Copilot responses with additional sources in 3rd-party CRM systems | Moved to a future release wave. | Dec 08, 2025 |
| Embed case summary customizations in your CRM system | Moved to a future release wave. | Oct 14, 2025 |
Finance agents in Microsoft 365
Features removed from release plan
| Feature | Reason | Date removed |
|---|---|---|
| Collaborate and share variance analyses in Excel | Moved to the next release wave. | Sep 09, 2025 |
| Use Copilot for Finance macroeconomic analysis | Deprioritized and will not be delivered. | Sep 09, 2025 |
| Use Excel to analyze variances | Moved to the next release wave. | Sep 09, 2025 |
| Use Microsoft 365 Copilot for Finance extensibility | Moved to a future release wave. | Sep 23, 2024 |
| Manage accounts receivable in Teams | Moved to a future release wave. | Sep 23, 2024 |