Introducing the new summary experience in Dynamics 365 Sales

We’re excited to announce a major upgrade to how sellers interact with Copilot summaries in Dynamics 365 Sales. Beginning with the 2025 Release Wave 2, Copilot summaries for Opportunities, Leads, and Accounts will appear directly at the top of the record in a sleek insights bar. This update brings AI-powered insights directly into the seller’s workflow, thereby reducing clicks, improving focus, and enabling faster decisions.

Why This Matters 

The sidecar experience has been useful, but many sellers find it disconnected from the main form and difficult to use due to limited space. Scrolling through long summaries in a narrow pane often slows down productivity and disrupts focus. 

The new insights bar presents key insights directly on the form, at the top of each record. This eliminates the need to open a separate pane. With this streamlined experience, sellers can ramp up faster, stay in context, and respond more effectively to customer needs. 

This change is not just a visual update. It is a step toward making selling more intelligent and contextual. Whether you’re new to the sales team or an experienced seller, this improvement ensures that essential insights are always visible when you need them.  

What’s Changing 

Summary displayed at the top of the record form 

The new insights bar provides a one-line synopsis for quick scanning. It remains visible in a collapsed state and can be expanded to view more details. An example synopsis for a lead is: 

“Acme is exploring Airpot coffee machines for their new manufacturing site with a $24.9K budget expected to close by May 25th, 2025” 

You can expand the insights bar to read more details: 

You can click on options like “See full summary“ to open the lead’s research page:

For organizations using the Sales Qualification Agent, the insights bar displays agent-generated summary. Sellers can navigate to the agent’s research page to access deeper insights about the lead’s company, view tailored recommendations, and identify clear next steps.  

What’s coming next

We are working to bring the same agent-powered experience to Opportunity and Account records. Until then, these records will continue to display summaries in a popup. 

Once the agentic experience is available, sellers will get access to a full research page for these records as well. 

What’s not changing 

• Earlier summary customizations will be honored in the new experience. 

• Ability to copy the generated summary. 

• Providing thumbs-up or thumbs-down feedback on summary quality. 

• Using copilot sidecar chat to generate summary for any specific record. 

Launch plan and next steps 

The new summary experience is part of the 2025 Release Wave 2 updates for Dynamics 365 Sales: 

• Early access of the new experience is available from July 2025. Opt in to early access updates. 

• General availability starts in September 2025, with that, the new experience will be default enabled for users. 

We recommend enabling early access in your environments and preparing your sellers for the new summary experience. Share any feedback or challenges with us so we can continue to make selling easier and more effective. 

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