Microsoft is introducing a new summary experience in Dynamics 365 Sales, designed to streamline how sellers view key insights. A new Copilot-powered insights bar will surface essential deal information—like estimated value and close date—directly at the top of Lead, Opportunity, and Account records. General availability is expected in September 2025.

Here’s what you need to know:

Why it matters
The new insights bar surfaces key takeaways directly on the form—no more opening separate panes. Sellers can ramp up faster, stay in context, and respond to customer needs more efficiently.
What’s new
Get a one-line synopsis for quick scanning, always visible in a collapsed state and expandable for more detail—streamlining workflows and saving time.
What’s next
The same agent-powered experience is coming soon to Opportunity and Account records—bringing consistent insights across your sales process.
What stays the same
Existing summary customizations, copy functionality, thumbs up/down feedback, and the ability to generate summaries using Copilot’s sidecar chat remain unchanged.