Dynamics 365 Sales – Get embedded experience for Copilot summaries

Originally posted by Microsoft Aug 27, 2025 Uncategorized 0 Comments

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.

Message ID: MC1143209

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Joao Ferreira

I've been working with Microsoft Technologies over the last ten years, mainly focused on creating collaboration and productivity solutions that drive the adoption of Microsoft Modern Workplace.

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