Copilot Weekly6 to 12 July 2026
A sourced digest of what changed in Microsoft 365 Copilot this week. Every item links to its first-party source.
This week at a glance
- Anthropic's Claude Sonnet 5 started rolling out in Microsoft 365 Copilot on 2 Jul 2026, first in Copilot Cowork and PowerPoint; admins control the Anthropic model family from the Microsoft 365 admin center.
- OpenAI's GPT-5.6 family followed on 10 Jul 2026 across Word, Excel, PowerPoint, Copilot Chat, and Cowork; Microsoft positions it as the preferred model for Microsoft 365 Copilot.
- Sales Agent reached general availability on 2 Jul 2026, bringing CRM data plus Microsoft 365 work data into Outlook, Teams, and Dynamics 365; a 7 Jul Dynamics 365 blog post confirms Service Agent is GA as well.
GA & Rolling Out
65Available today: Anthropic’s Claude Sonnet 5 in Microsoft 365 Copilot
Rolling outStarting today, Anthropic's Claude Sonnet 5 is available in Microsoft 365 Copilot—a new frontier model rolling out in Copilot Cowork and PowerPoint, built for agentic, multi-step work across everyday work: documents, spreadsheets, and presentation tasks. Anthropic describes Sonnet 5 as a more capable agentic Sonnet model, with performance close to that of Opus 4.8, but at lower prices 1 —bringing another capable option to Copilot for work that requires planning across steps, reasoning through context, and turning information into polished business artifacts. Sonnet 5 joins a growing lineup of
Available today: OpenAI’s GPT-5.6 in Microsoft 365 Copilot
Rolling outStarting today, OpenAI's GPT-5.6 family of models is available in Microsoft 365 Copilot—in Word, Excel, PowerPoint, Chat and Cowork. OpenAI and Microsoft partnered together to optimize GPT-5.6 for knowledge work across Microsoft 365 apps and make it the preferred model for Microsoft 365 Copilot. In addition to serving the models natively, Microsoft will also access OpenAI models directly through the API to bring GPT-5.6 to Microsoft 365 customers. Knowledge work is complex—multistep, ambiguous, and spread across tools and files. With stronger reasoning for agentic, multi-step work, GPT-5.6 hel
Microsoft Copilot (Microsoft 365): [Copilot Extensibility] [AdminX] Pre-setup guides, editability, actionable errors & alerting support available for Connector admins
GAPre-setup guides, editability, actionable errors & alerting support available for Connector admins.
Microsoft 365 app: Microsoft Loop - Departed user content workflows for user-owned Loop workspaces
GAManage retention and deletion workflows for user-owned Loop workspaces like Copilot Pages when users leave the organization. Notify and provide temporary access to other employees or administrators to save important data before deletion policies take effect.
Microsoft Copilot (Microsoft 365): Copilot Prompt Gallery - Company-wide prompt publishing
GAOrganizations can build their own collections of prompts that are tailored to their business needs and workflows and distribute these to all users within the tenant.
Outlook: Co-Authoring Highlight and Rewrite
Rolling outUsers can now collaborate with Copilot to make improvements to email drafts. Select a section of the draft and ask Copilot to make changes, like changing its length, tone, or structure.
Microsoft Viva: Copilot Analytics - Insights in Cowork and WorkIQ spend and usage
Rolling outInsights into AI spend (Copilot credit usage) at a group or team level will be available in Viva Insights as a dashboard and in Advanced insights. The services in scope of this release are Cowork and Work IQ API. The dashboard experience is available to managers with at least 5 direct reports (scoped access), the Insights analysts, and Global administrators and is enabled by default to ensure immediate access to usage-based cost insights. For users to be able to use Cowork or WorkIQ API, your tenant must have usage-based billing setup via Cost Management in the Microsoft 365 admin center. Leader access to tenant-wide data is out of scope for this release. The same insights will be available for Insights Analysts and Global Administrators in Advanced Insights.
Brand Kit Picker (Copilot in PowerPoint)
Rolling outSelect an admin-approved brand kit so generated decks start on brand. Rolled out in June.
General availability for Copilot Cowork
Rolling outCopilot Cowork is now generally available worldwide: an agentic system that plans and completes tasks end to end, grounded via Work IQ, enabled through usage-based billing with admin cost controls. From the June 2026 monthly roundup.
Organizational Messages for hybrid-joined devices
Rolling outIn-product communications now reach devices joined to both on-premises Active Directory and Entra ID. Rolled out in June.
Agentic capabilities on iOS (Word)
Rolling outEdit, draft, and refine documents from iPhone and iPad. Rolled out in June.
Branded PowerPoint templates (Copilot Cowork)
Rolling outCowork uses an organization's asset library so generated decks start with approved colors, fonts, logos, and layouts. Rolled out in June.
Chat/Cowork toggle (Microsoft 365 Copilot app)
Rolling outA switch in the Microsoft 365 Copilot app lets users flip between conversational Chat and action-oriented Cowork. Rolled out in June per the roundup.
Comment-based edits (Copilot in Word)
Rolling outCopilot reads comments in a document and implements the suggested changes. Rolled out in June.
Copilot Catchup content card
Rolling outA quick recap of changes since the user last opened the document. Rolled out in June.
Copilot settings in classic Outlook
Rolling outDirect in-app access to Copilot options in classic Outlook for Windows. Rolling out in July per the roundup.
Cost Management Dashboard
Rolling outA central place to allocate Copilot Credits, set spend policies and limits, and choose prepaid versus pay-as-you-go. Rolled out in June.
Create and edit visuals (Copilot Cowork)
Rolling outCowork generates deck graphics, illustrations, and email imagery in the flow of work, powered by OpenAI's ChatGPT Images 2.0. Rolled out in June.
Create and insert image (Copilot in Word)
Rolling outCopilot generates and places images inline during agentic editing in Word. Rolled out in June.
Create and reuse Copilot skills (PowerPoint on the web)
Rolling outSave common instructions as reusable skills for repeatable presentation tasks. Rolled out in June.
Custom skills (Customize tab)
Rolling outUsers build, edit, and manage reusable instruction sets in the Customize tab, combining personal workflows with partner or organization-wide skills. Rolled out in June.
Deep citations
Rolling outCitations link to the specific portion of a referenced Word or PowerPoint file; the roundup states Meetings, Web, and PDF support is coming. Rolled out in June.
Expanded plugins (Copilot Cowork)
Rolling outNew plugin-store options include Enosix, Harvey, LSEG, Miro, monday.com, Moody's, Morningstar, S&P Global Energy, and TeamsMaestro; Databricks via sideloading; Fabric and Dynamics 365 apps also supported. Rolled out in June.
Group/team-level cost reporting
Rolling outA dashboard giving managers with five or more direct reports, analysts, and global admins visibility into team Copilot Credit use. Rolling out in July per the roundup.
Mobile availability (Copilot Cowork)
Rolling outFull Cowork access on iOS and Android with cross-device continuity of context and conversation. Rolled out in June.
Model choice (Copilot in Word)
Rolling outOption to pick Anthropic models for rewriting, summarizing, restructuring, and refining documents. Rolled out in June.
Notebooks for Copilot Chat users
Rolling outCopilot Notebooks, previously license-restricted, now give Copilot Chat users a shared workspace including mind maps and study-guide tools. Rolled out in June.
Organization prompts
Rolling outAdmins publish curated prompts that surface in Copilot Chat suggestions and the Prompt Gallery. Rolled out in June.
Outlook emails as references (Copilot Notebooks)
Rolling outNotebooks can be grounded in email conversations and decisions by adding Outlook emails as references. Rolling out in July per the roundup.
Personalization (Copilot in Excel)
Rolling outSet standing preferences (formatting, naming, formulas, PivotTables, report styles) applied across workbooks. Rolled out in June.
Preserved chat history (Word)
Rolling outCopilot Chat conversation history carries over from chat into Word for continuity. Rolled out in June.
Push notifications (Copilot Cowork)
Rolling outAlerts for long-running tasks, approvals, input requests, and completions. Rolled out in June.
Reference SharePoint libraries and OneDrive folders (Copilot in PowerPoint)
Rolling outGround new presentations in existing organizational content by referencing SharePoint libraries and OneDrive folders. Rolled out in June.
Refine email draft (Outlook on the web)
Rolling outSelect part of a draft and ask Copilot to adjust length, tone, or structure. Rolled out in June.
Regenerate (Copilot Chat)
Rolling outTry Again and Switch Model options produce alternative responses in place. Rolled out in June.
Skills (Copilot in Excel)
Rolling outPackage analysis, modeling, or reporting workflows as reusable instructions. Rolled out in June.
Suggested edits (Copilot Pages)
Rolling outCopilot analyzes page content and offers inline improvement suggestions users can apply directly. Rolled out in June.
Vision in Microsoft 365 Copilot
Rolling outUsers show Copilot their screen or phone camera view and ask voice questions about what is visible. Rolling out in July per the roundup.
Workbook rules sheets (Copilot in Excel)
Rolling outA Rules sheet stores workbook-specific standards that everyone's Copilot follows. Rolled out in June.
The workflow is the product: Copilot Cowork plugins change what AI can do for businesses
AnnouncedA Microsoft overview of Copilot Cowork plugins: plugins let a single Cowork task reach across multiple systems. Useful as a catalog of what Cowork can currently connect to.
Web Link as a Reference in Copilot Notebooks
WatchAdd web links as references in your Copilot Notebooks.
Enable watermarks for AI-generated content for Microsoft 365 Copilot
GAA Cloud Policy setting (Include a watermark when content from Microsoft 365 is generated or altered by AI) lets organizations add visual and audio watermarks to AI-generated or AI-altered video and audio. Image watermarking stays user-controlled via myaccount.microsoft.com. Android, Windows, iOS, Mac, Web.
AI-generated survey insights with Copilot Highlights
GACopilot Highlights auto-generates summaries in Team and Executive Summary reports (score changes, benchmark comparisons, response-rate confidence), now with multilingual summaries. Stated generally available. Web.
Apply brand kit and style to visual creations in Copilot chat
GABuilt-in controls in Copilot Chat let users pick a visual style and format (posters, infographics, images) and auto-apply their organization's brand kit; brand kit requires a Microsoft 365 Copilot license. Windows, Mac, Web.
Copilot Analytics: "All"-licensed user page Copilot dashboard
GAThe Copilot Dashboard adoption page now shows unified adoption across all users with a License filter to switch between All, Microsoft 365 Copilot (licensed), and Copilot Chat (unlicensed) views. Web. Roadmap ID 559475.
Copilot Chat in Outlook expands to reason over inbox, calendar, and enterprise data
GACopilot Chat in Outlook expands from a single email thread to reasoning over the full inbox, calendar, meetings, and other Microsoft 365 enterprise data; no Microsoft 365 Copilot license required. Android, Windows, iOS, Mac, Web. Roadmap ID 531910.
Copilot Notebook in OneNote for iPhone and iPad
GACopilot Notebooks are now accessible in OneNote on iPhone and iPad, previously desktop-only. iOS. Roadmap ID 511794.
Copilot Search Matches on People's Department
GACopilot Search now matches on department and can list all people in a department when searching the people source. Web. Roadmap ID 508527.
Create Excel spreadsheets from Copilot Notebooks
GACopilot drafts structured Excel spreadsheets grounded in notebook context, editable in Excel. Windows, Web. Roadmap ID 559480.
Create PowerPoint presentations from Copilot Notebooks
GANotebooks can generate structured, editable slide decks from curated notebook content via Quick create > PowerPoint presentation, editable in chat or PowerPoint. Windows, Web. Roadmap ID 558938.
Create Word documents from Copilot Notebooks
GACopilot drafts a structured Word document grounded in notebook content and references, openable and editable in Word. Windows, Web. Roadmap ID 558934.
Edit capability for selecting permission reading option for existing ServiceNow Knowledge & Catalog Connections
GAAdmins can edit existing ServiceNow Knowledge & Catalog connector connections to switch between Simple and Advanced (hierarchical) permission handling without recreating the connection. Web. Roadmap ID 505438.
Generated files inherit sensitivity labels
GACopilot-generated files automatically receive the highest sensitivity label found in the source data; users are notified when a label cannot be applied. Android, Windows, iOS, Mac, Web.
MAI-Image-2-Efficient is now available in Copilot in PowerPoint
GAAdds the speed-optimized MAI-Image-2-Efficient image generation model to Copilot in PowerPoint for rapid visual iteration in slides. Windows, Mac, Web.
Metadata understanding support for queries scoped to SharePoint document libraries or folders
GACopilot queries scoped to an attached SharePoint library or folder (or its URL) now use column metadata for more accurate, contextual results. Web. Roadmap ID 516044.
Mind maps in Copilot Notebooks
GAInteractive mind maps visualize notebook topics, themes, and relationships; clicking a node gives a summary and Notebook chat gives detail. Available in OneNote and the Copilot app. Windows, Web.
Multimodal capture in Copilot Notebooks (iPhone)
GAUsers can transcribe audio, capture images, and type notes in one session; Copilot creates a structured Copilot Page saved to a chosen notebook. iOS, with other endpoints stated as coming soon. Roadmap ID 559095.
OneNote: Copilot Notebooks available in OneNote on Web
GACopilot Notebooks are now available in OneNote on the web (onenote.cloud.microsoft), enabling grounded insights and content creation in the browser. Web. Roadmap ID 511797.
Open Word, Excel, and PowerPoint, and PDF files in Copilot Chat
GACited Word, Excel, PowerPoint, and PDF files now open directly inside Copilot Chat instead of an external tab; not available on mobile or in Copilot in Edge, Excel, Word, or PowerPoint. Windows, Mac, Web. Roadmap ID 548641.
Quickly launch the Microsoft 365 Copilot app on your iOS device
GALaunch Copilot via a long press of the iOS Action button or with Siri (Hey Siri, open Copilot). iOS. Roadmap ID 485724.
Real-time voice interactions with Audio Overview
GAAudio Overviews in Word on the web now support real-time voice interaction: listeners can verbally ask questions and get answers without pausing playback. Web. Roadmap ID 523206.
Reuse content and style from existing PowerPoint presentations with Copilot in PowerPoint
GAUsers can reference an existing deck to reuse its text content, style, theme, and formatting when creating or editing presentations; file permissions are respected. Windows, Web, Mac. Roadmap IDs 555887, 555889, 555892.
AI-powered notes for in-person meetings with Facilitator in Teams Rooms on Android
WatchUpdated July 1, 2026: Microsoft has updated the timeline. Thank you for your patience.
Microsoft Copilot (Microsoft 365): Branded footer in the Microsoft 365 Copilot app
Rolling outThis update introduces a co-branding experience in the Microsoft 365 Copilot app that helps organizations present an admin approved visual identifier directly within the Chat screen. Specifically, the experience enables administrators to leverage the organization-supported logo already managed in the Microsoft Admin Center theming settings and display it in the footer of the Chat screen, paired with a fixed label: “Approved by”.
Copilot Notebooks: Suggested artifacts for faster content creation
WatchCopilot Notebooks in OneNote now suggests artifacts to create, such as Word documents, Excel workbooks, and PowerPoint presentations, based on Microsoft 365 knowledge and the content in your notebook. Select the suggestion and Copilot will generate the artifact.
Preview & Frontier
15Automatic model selection (GPT 5.5 Thinking)
Rolling outCowork picks the best-fit model per task, for example Anthropic models for visual work and GPT 5.5 for cited research. Rolled out in June to Frontier.
Dataverse search and query (Copilot Chat)
Rolling outAsk about Dataverse business records in natural language and get grounded answers. Public preview in June; the roundup states general availability is expected in September.
Edge browser use (Copilot Cowork)
Rolling outCowork operates across business systems, websites, and intranet sites via the Edge browser. Rolled out in June to Frontier.
Power BI reasoning (Work IQ)
Rolling outGrounded answers drawn directly from Power BI reports and semantic models via natural-language questions in the Copilot app and Chat. Rolled out to Frontier in June.
Microsoft Copilot (Microsoft 365): Get actionable suggestions from Copilot in your Copilot Page
PreviewRequest feedback from Copilot on your Page by selecting "Suggested edits" in the Copilot Shortcuts menu. Copilot will analyze the content on your page and provide actionable suggestions about what you can change to improve clarity and quality of your written content. You can then apply suggestions directly to the page.
Microsoft 365 app: New Copilot Notebooks design in the Microsoft 365 Copilot App
PreviewThe new Copilot Notebooks design in the Microsoft 365 Copilot app now lets users organize related chats, output creations, and references into a persistent AI workspace. Copilot uses the Notebook's accumulated context to ground responses, so work continues across sessions instead of starting over each time. While this is the quicker, light-weight Notebooks experience, you can still find the fuller, workspace-forward experience in OneNote.
Insights for GitHub Copilot spend and usage
WatchAI spend and usage insights for GitHub Copilot will be available on Viva Insights for managers with at least 5 direct reports (scoped access), Global analysts and Microsoft Global administrators. They can track spend and make data-driven decisions for AI spend and usage in GitHub Copilot. The dashboard is enabled by default to ensure immediate access.
Microsoft Copilot (Microsoft 365): Deep citations in Copilot
PreviewDeep citations let users quickly verify Copilot's results by linking directly to the relevant part of the reference, boosting trust. We're starting with Word and PPT files, then adding Meetings, Web, and PDF references.
Microsoft Copilot (Microsoft 365): Engage customers across multiple channels (web, voice, SMS & email)
PreviewA multi‑channel outreach capability, spanning web chat, voice, SMS, and email, is critical for meeting customers in the channel they naturally prefer and increasing the likelihood of timely engagement. By activating the agent across multiple surfaces, we ensure continuity of conversations, reduce drop‑off when a single channel fails, and support the FY27 goal of always‑on, end‑to‑end engagement from initial intent to close. This creates higher response rates, faster qualification, and a more seamless handoff to sales motions.
Microsoft Copilot (Microsoft 365): Improved content freshness using Copilot connectors with webhooks-led notifications
PreviewCopilot connectors will offer improved content freshness with more frequent sync of updates using webhook event notifications. The following connectors are in scope - Azure DevOps, Jira cloud, Confluence cloud, Trello, Asana, Bitbucket, GitHub and Gitlab.
Microsoft Viva: GitHub Copilot spend and usage insights in Copilot Analytics
PreviewAI spend and usage insights for GitHub Copilot will be available on Viva Insights for managers with at least 5 direct reports (scoped access), Global analysts and Microsoft Global administrators. They can track spend and make data-driven decisions for AI spend and usage in GitHub Copilot. The dashboard is enabled by default to ensure immediate access.
Leverage prompts created by your organization in Copilot
AnnouncedWe ’ re excited to share that you can now use prompts custom-made by your organization’s admins in Microsoft 365 Copilot Chat to streamline responses. What ’ s new You now can access curated prompts that reflect your organization’s priorities, terminology, and workflows in Microsoft 365 Copilot Chat. These suggested prompts enable you to work faster and generate richer, more tailored responses. Watch the video below to learn more: How it works Open Microsoft 365 Copilot, sign in with your enterprise account, and navigate to a new chat. U nder the prompt box, select Suggested to view suggested
Microsoft Copilot (Microsoft 365): Show more results in Copilot Chat
CancelledUsers can ask for additional search results (emails, meetings, calendar, and files) during a multi-turn conversation by saying things like “show me more.” Copilot continues from where it left off, pulling in remaining relevant results to maintain context and improve accuracy. We have chosen not to move forward with this feature. We apologize for the inconvenience.
SharePoint: Create SharePoint News Post from Copilot Pages
CancelledOnce a Copilot Chat user has finished researching, creating, and collecting content in Copilot Pages, they can take it to a SharePoint News Post with the press of 'SharePoint' button under 'Create'. We have chosen not to move forward with this feature. We apologize for the inconvenience.
Co-create documents with Copilot in Word for iPad
AnnouncedWe’re excited to bring a feature many of you already use on desktop, web, and mobile to Microsoft Word for iPad: the ability to collaborate with Microsoft 365 Copilot directly in your document. What ’ s new You can now work with Copilot as a co-creator directly within your Word document on iPad, instead of having to switch between different tools and commands. Whether you’re drafting new content, refining existing text, or restructuring a document, Copilot can make edits directly in place while preserving your document formatting and structure through Word’s built-in styles. Why it matters Wit
New & Updated Agents
20Microsoft Copilot (Microsoft 365): Attach and reference an image when creating a presentation with Copilot in PowerPoint using Agent Mode.
Rolling outYou can now attach and reference an image when creating a presentation with Copilot using Agent Mode in PowerPoint.
Sales Agent is now generally available: Bringing customer and deal intelligence into the flow of work
GAGive every seller the customer and deal context they need, wherever work happens—helping them prepare faster, follow up sooner, and keep CRM data current. Built for the pace of modern selling, Sales Agent helps sellers quickly access the customer and deal information they need, so they can enter every conversation better prepared, capture what matters afterward, and maintain momentum across every opportunity. By bringing together CRM insights and Microsoft 365 work data in the flow of work, Sales Agent reduces the friction of switching between systems and piecing together information from scat
Service Agent in Microsoft 365 Copilot is now generally available
GAA July 7, 2026 Microsoft Dynamics 365 blog post states that Sales Agent and Service Agent in Microsoft 365 Copilot are now generally available, embedded in Dynamics 365, Copilot, Outlook, and Microsoft Teams, powered by Work IQ and grounded in Dynamics 365 data. Service Agent generates case summaries, suggests next actions, drafts customer-ready emails, and updates records. The same post announces general availability of Microsoft 365 Copilot embedded in Dynamics 365 Sales and Dynamics 365 Customer Service.
Microsoft Copilot (Microsoft 365): Agent Mode in Word for Enhanced document editing
GACopilot supports document editing in Word through chat-based interactions with Agent Mode. Users can initiate edits, share clarifying directions, and review a summary of changes within the document.
Microsoft Viva: New Overview experience in Agent Dashboard
GACustomers can now view and understand their agent landscape through the new Overview page that will be included as part of the Agent Dashboard in Microsoft Viva. This experience will provide customers with key at-a-glance insights on adoption in their organizations and visibility into who’s creating agents used in their organization.
SharePoint Copilot Apps Now in Public Preview: From Intent to Action in Microsoft 365 Copilot
PreviewMicrosoft announced the public preview of SharePoint Copilot Apps (working name), shipping in the SharePoint Framework (SPFx) 1.24 preview. Built on MCP Apps, they render interactive inline and full-screen UX components in the Microsoft 365 Copilot canvas, surfaced by user intent, with hosting, tool routing, security, and governance handled inside the tenant. During preview any developer in any Microsoft 365 tenant can build them with no Microsoft 365 Copilot license required (licensing subject to change before GA). End-user availability rolls out globally, expected complete by July 20, 2026.
Planner Agent
Rolling outInteractive task cards, prioritization, and natural-language plan and task creation via the Planner Agent. Rolled out in June.
Planner: Save AI-generated filters in Planner Agent chat
PreviewSave AI-filters generated by the Planner Agent for future use on your plans.
Researcher model/mode choice
Rolling outPick supported models and modes per research task in the Researcher conversation. Rolled out in June.
Agent metrics for custom reporting
Rolling outGranular agent usage data that can be combined with organizational context for custom reports. Public preview in July; the roundup states availability in September.
Choose from supported Researcher models and modes
Rolling outThe What's New in Microsoft 365 Copilot June 2026 roundup, published June 30, 2026 on the Microsoft 365 Copilot blog, states that users can choose from supported Researcher models and modes when using the Researcher agent. The roundup also covers the Planner Agent rollout.
Customize employee self-service agent landing page
GAAdmins can customize the employee self-service agent landing page with accent colors, categorized starter prompts, and quick links via CSV templates in the Microsoft 365 admin center; defaults remain if uncustomized. Web.
Create presentations with Work IQ using Agent Mode in Copilot in PowerPoint
GAAgent Mode uses Work IQ to gather relevant files, meetings, and emails automatically to build presentations. Windows. Roadmap ID 555874.
Reference a Teams meeting or chat when creating a presentation with Agent Mode in PowerPoint
GAPrompts can reference a Teams meeting or chat, and Copilot generates a deck grounded in that content. Windows, Web, Mac. Roadmap IDs 555885, 555884, 555883.
View long running agent tasks in Windows taskbar
GALong-running agent workflows now show status icons and progress in the Windows taskbar; clicking the icon manages the task without opening the full app. Windows.
Microsoft Copilot (Microsoft 365): Scheduled prompts for Agents
PreviewEnables users to schedule recurring prompts to declarative agents like Analyst, Idea Coach and more. We are not moving forward with this feature. We apologize for the inconvenience.
Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
PreviewSales agent gives you strong CRM-based account and opportunity summaries, but important context is often spread across non-CRM systems. With this capability, you can add insights from any application to enrich account and opportunity summaries in Sales agent, so sellers get a unified view of their accounts and deals in one place without switching applications.
Microsoft Copilot (Microsoft 365): Engage prospects faster with Sales Agent-enriched leads
PreviewTo reach their sales goals, sales teams need to constantly generate enough pipeline. They need to decide which inbound leads to engage. This decision takes a lot of time because sellers must sift through large amounts of data across tools and data sources. This data includes information from internal systems like their CRM and external resources like the web and third-party data services. Sales Agent handles the work of reviewing every available data source to create a comprehensive summary for each lead. As a seller, you can quickly decide whether to engage with a prospect or pass on them. Sales Agent reviews every lead in your queue and gathers information. It synthesizes insights that are specific to your business. At a glance, you can see if a lead is worth reaching out to and what they're interested in. Use this information to personalize your engagement with the prospect. With Sales Agent, you spend less time and get higher response rates, leading to a larger, more qualified pipeline.
Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources
PreviewWalking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes.
Microsoft Copilot (Microsoft 365): Support for MCP Agents with Interactive UI Widgets in Government Clouds
In developmentFeature description: Model Context Protocol (MCP) based agents in Microsoft 365 Copilot Chat will now be able to surface rich, interactive UI widgets directly within chat. This enhancement enables developers to deliver more engaging and structured agent interactions. Users will experience these widgets when interacting with agents that implement them, and admins will continue to manage these agents through the Microsoft 365 Admin Center.
Copilot Studio
5Microsoft Copilot Studio: Block the use of maker-provided credentials for authentication
PreviewBy blocking the use of maker's credentials by AI agents, admins can increase the security and compliance of agents in their organizations: - Prevent unauthorized access to sensitive systems or data that the maker's credentials might have access to. - Help organizations comply with data protection regulations (such as GDPR or HIPAA) by ensuring only authorized identities are used for data access. - Enable IT and security teams to enforce organizational policies around identity and access management. - Increase trust among stakeholders and IT departments, making it easier to adopt AI agents at scale.
Microsoft Copilot Studio: Enforce safe sharing by detecting credential oversharing
PreviewThe control blocks sharing of agents and flows that depend on identities flagged as unsafe, closing off that route of exposure, such as maker credentials.
Microsoft Copilot Studio: Invoke agents as workflow steps with the agent node
PreviewThe agent node lets you embed reasoning directly into your workflow. Workflows can include reasoning steps without additional development.
Microsoft Copilot Studio: Use SharePoint lists as a knowledge source
PreviewUnlock the full value of your structured data by bringing SharePoint lists directly into your Microsoft Copilot Studio agents. With native support, customers can ground AI responses in up-to-date, business-critical data—such as tasks, inventory, customers, or operations—without manual data movement or complex integrations. This enables more accurate, context-aware copilots that reflect how your business runs, helping teams make faster decisions, reduce errors, and automate workflows with confidence.
Microsoft Copilot Studio and Agent Roadmaps Have a New Home
AnnouncedMicrosoft announced that starting July 2, 2026, feature updates for Microsoft Copilot Studio, Sales Agent, Finance Agent, and Service Agent are published on the Microsoft 365 Roadmap, creating a single destination for upcoming capabilities across Microsoft 365 apps, Copilot, and agents. Release Planner will no longer be a source of feature information for these products. No immediate action is required; Microsoft advises updating saved Release Planner bookmarks and informing stakeholders who rely on Release Planner.
Admin & Governance
6Microsoft Purview: Data Loss Prevention for Microsoft 365 Copilot to safeguard prompts for government clouds
Rolling outWe are expanding Microsoft Purview DLP for Microsoft 365 Copilot to safeguard prompts containing sensitive data. This real-time control helps organizations mitigate data leakage and oversharing risks by preventing Microsoft 365 Copilot and agents from returning a response when prompts contain sensitive data or using that sensitive data for grounding in Microsoft 365 or the web. This capability currently extends to Microsoft 365 Copilot and agents built in Copilot Studio that are published to Microsoft 365 Copilot.
Admin control for vision
Rolling outAdmin controls govern when and where screen- or camera-based vision input can be used. Rolled out in June.
Purview controls for Cowork
Rolling outSensitivity label inheritance, audit logging, DSPM activity, Insider Risk Management, eDiscovery, data lifecycle management, and Communication Compliance now cover Cowork interactions. Rolled out in June.
External email restriction (Purview DLP)
Rolling outA Purview DLP control excludes external-sender emails from being summarized, referenced, or used as grounding in Copilot and Copilot Chat. Public preview in June; the roundup states general availability in July.
Microsoft Copilot (Microsoft 365): Microsoft 365 admin center - Usage reports - Copilot Chat for GCC, GCC High and DoD
In developmentWe will be introducing a new Usage report covering Copilot Chat. This report will include total active users, Copilot Chat usage with a breakout per Microsoft 365 app, and user-level activity insights (anonymized by default). #copilotcontrolsystem
Microsoft Copilot (Microsoft 365): Microsoft 365 admin center – New Microsoft 365 Copilot usage report for GCC High & DoD
In developmentWe will be introducing a new Usage report covering Microsoft 365 Copilot. This report will include total enabled and active users, Copilot usage with a breakout per Microsoft 365 app, and user-level activity insights (anonymized by default). #copilotcontrolsystem
Roadmap Watch
16OneNote: Summary and Q&A in OneNote Mobile with Copilot (Iphone)
In developmentWith this new Summary feature in OneNote mobile, you can create a short and fluent summary of your longer pages which will help to consume relevant information faster.
Copilot Chat can now better match search results from Scanned PDFs and from text inside images embedded in Word, Excel, and PowerPoint
WatchCopilot Chat can now better match search results from Scanned PDFs and from text that appears inside images embedded in Word, Excel, and PowerPoint files, such as scanned contracts in Word, screenshots of tables in Excel, or whiteboard photos in PowerPoint, content that was previously.
Insights: Copilot Analytics - Cowork adoption and impact
WatchDeeper insights into Cowork adoption and impact accessible from the new AI Cost dashboard and Copilot dashboard. Includes export capability.
Facilitator detects and answers questions
WatchFacilitator now automatically detects open questions raised during a Teams meeting and offers to help answer them using web search. When a participant asks a question (e.g., "What is an LLM?") and no one answers, Facilitator posts a prompt offering to find an answer.
Microsoft Edge: Ask Copilot about an image
In developmentAsk Copilot about an image in Edge enables users to instantly analyze images from the web by sending them directly to Copilot from the Edge context menu, making it easy to ask questions, gain insights, and understand visual content without leaving their browsing experience.
AI-powered notes for in-person meetings with Facilitator in Teams Rooms on Windows
WatchIn addition to capturing real-time notes and meeting outcomes during scheduled or hybrid meetings, the Facilitator agent assists you with notes, decisions and actions for in-person meetings in Teams Rooms on Windows. Simply invite Facilitator with one tap of the room console.
Complex web search with Copilot in Excel
WatchCopilot in Excel improves complex web search quality with a multi-agent search system that coordinates parallel research, verifies findings, and re-checks gaps when needed, delivering faster and more complete answers across multiple sources.
Microsoft Edge: Work Search Banner for Google
In developmentWhen a user performs a search on google.com from a work profile, Microsoft Edge can detect whether organization-specific results are available for that query. When relevant results are found, a banner is shown with a link to explore those work results with Microsoft 365 Copilot. This builds on the existing experience already available on Bing and extends it to Google, helping users seamlessly access work-related information regardless of their search engine. Admins can control access to this feature using the EdgeWorkSearchBannerEnabled policy.
(Updated) Microsoft OneNote: Copilot notebook available in OneNote on Mac
In developmentCopilot Notebook, an AI-powered workspace for a project or topic built on reference materials, is coming to OneNote on Mac. Bring together your work context behind a project in one place.
Microsoft Copilot (Microsoft 365): [Copilot Extensibility] [Search UX] Enable customization of icon & name for data sources in Search (& chat)
In developmentEnable customization of icon & name for data sources in Search (& chat).
Microsoft Copilot (Microsoft 365): Intelligent Summaries in Copilot Dashboard
In developmentUse intelligent summaries in Copilot Dashboard to quickly surface what’s working and where targeted attention can accelerate Copilot adoption. Intelligent summaries highlight key adoption trends to focus on areas of success. Suggested prompts enable deeper exploration of underlying trends and drivers.
Planner: Capabilities in Microsoft Cowork
In developmentYou’ll soon be able to bring your Microsoft Planner into Microsoft Cowork. In Cowork, you can view, create, and update your plans, buckets, goals, and tasks without switching apps. Cowork goes a step further by helping you execute your Planner tasks across Microsoft 365, such as drafting and sending emails, scheduling meetings, posting updates to Teams, and working with files. It can then write progress back to Planner with your approval. You can move from planning your work to getting it done in one place.
Microsoft Copilot (Microsoft 365): Link meetings to CRM records automatically with AI
In developmentThis feature saves you time by automatically connecting your meetings to the correct CRM records. You have the right deal insights at your fingertips when preparing for customer conversations, so you can focus less on updating records and more on selling with confidence and context.
Microsoft 365 app: New Copilot Notebooks design in the Microsoft 365 Copilot App (Android)
In developmentCopilot Notebooks in the Microsoft 365 Copilot app (Android) now lets users organize related chats, output creations, and references into a persistent AI workspace. Copilot uses the Notebook's accumulated context to ground responses, so work continues across sessions instead of starting over each time.
Microsoft Teams: Ability for IT admins to customize the user notification messages for recording and transcription in calls
In developmentThis feature enables IT admins to customize a portion of the user notification messages for recording and transcription during Teams calls.
SharePoint: Create new workflows with Copilot in SharePoint
In developmentDescribe a workflow intent such as "when files are set to status = Complete, post a message in my Teams chat" and Copilot in SharePoint will assemble the necessary triggers, conditions, and actions to setup your workflow. You can come back to Copilot in SharePoint at any time to make changes or click "Workflows" from the command bar to see your live workflow.
Compiled from public Microsoft sources: the Microsoft 365 Roadmap, Learn release notes, and official blogs. Every item links to its source.