Have you heard about the latest update to Dynamics 365 Sales? The 2025 Release Wave 2 brings a powerful enhancement: AI-powered summaries are now embedded directly into your records—no more side panes, no extra clicks—just the insights you need, right where you work.
What’s New and Why It Matters
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In-form, AI-enabled insights: Sellers will now see a sleek Copilot-powered summary banner at the top of Lead, Opportunity, and Account records—delivering critical context like estimated value and close date instantly on record load.
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Seamless productivity: This embedded experience removes unnecessary navigation and keeps sellers focused, helping them act on opportunities faster and with greater confidence.
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Advanced control? Check: Users can still:
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Copy summaries into emails or notes,
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Rate the content via thumbs-up/down feedback,
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Regenerate summaries or ask Copilot for fresh ones via the side chat—offering flexibility without disruption.
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When & How It Rolls Out
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Early access began in July 2025 for opt-in environments.
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Starting September 2025, this new summary experience becomes the default for all users in Dynamics 365 Sales.
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