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This topic lists features that are planned to release from April 2026 through September 2026. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
For a list of the previous wave's release plans, go to 2025 release wave 2 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview and general availability.
Access and analyze sales data with Sales Chat
Sales Chat is built on top of the Microsoft 365 Copilot Chat experience and integrates with Microsoft 365 Graph, CRM, and other sources so you can search, summarize, and synthesize your sales data in real time.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Enrich Sales agent meeting prep with more data sources | Admins, makers, marketers, or analysts, automatically | Sep 2026 | - |
| Link meetings to CRM records automatically with AI | Users, automatically | - | Sep 2026 |
| Update opportunity fields using Sales agent | Users, automatically |
Apr 20, 2026 |
- |
| Capture opportunity notes using voice in Sales agent | Users, automatically |
Apr 13, 2026 |
- |
| Access and analyze sales data with Sales agent chat experiences | Users, automatically |
Dec 10, 2025 |
May 8, 2026 |
| View AI-powered opportunity summaries in Sales agent | Users, automatically |
Apr 30, 2026 |
- |
| Add custom insights to record summaries in Sales agent | Admins, makers, marketers, or analysts, automatically | Sep 2026 | - |
| Configure record summaries easily in Sales agent | Admins, makers, marketers, or analysts, automatically |
Apr 30, 2026 |
May 8, 2026 |
| Configure Sales agent starter prompts across applications | Admins, makers, marketers, or analysts, automatically | - | Jun 2026 |
Copilot agents
Copilot agents within Microsoft 365 Copilot for Sales help sellers autonomously complete end-to-end sales processes.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Engage prospects faster with Sales Agent-enriched leads | Users by admins, makers, or analysts |
Jun 23, 2025 |
Sep 2026 |
| View Sales Development agent metrics in Sales agent | Users, automatically | Jun 2026 | - |
| Scale your sales team to grow your pipeline with Sales Development agent | Users by admins, makers, or analysts |
Feb 5, 2026 |
Jul 2026 |
Microsoft Outlook experiences
Experiences in Microsoft Outlook empower sellers to efficiently and effectively communicate throughout the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Save recurring meeting series to Dynamics 365 | Users, automatically | - |
May 4, 2026 |
| Use Sales agent in Outlook mobile | Users, automatically |
Apr 13, 2026 |
- |
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.