Skip to content
BC 2026 release wave 2unofficial launch event map, by waldo

Features › Copilot and agents

Customer meeting sales brief

GA · 1 min in 1 video · dev relevance low · documented as Enable Microsoft Copilot chat experience low match

Customer meeting sales brief

Copilot prepares a sales brief from customer data with sales figures, momentum, account risk and talking points.

Area: Copilot and agents. Status: GA. Developer relevance: low. Airtime: 1 min across 1 video, demoed.

Status evidence

  • Nothing said about status; launch event convention: generally available unless stated otherwise.

Where they talk about it

Quotes

  • 3:48 "And Copilot will pull data from Business Central that are related to this customer." - Shows the chat combining calendar context with customer data from Business Central.

Prerequisites mentioned

  • Calendar access for the meeting lookup

Documented features match

  • Enable Microsoft Copilot chat experience - low confidence (llm). Docs say: Public preview, roadmap id 573362. Chat capability
  • Product documentation: Work with Business Central data in Microsoft Copilot, checked 2026-10-02. I have a meeting with ADATUM tomorrow. Summarize their latest sales figures, open invoices, and recent sales orders from Business Central together with relevant recent emails. Note: Article is marked prerelease / production-ready preview documentation for the new Microsoft Copilot in Business Central (version 29). Example needs a Microsoft Copilot license and Work IQ; momentum and account risk are not named explicitly.

Docs checked on 2026-10-02: the match is against Microsoft's what's new pages for the wave as they were on that date. Microsoft keeps filling the documentation, so "no documented item" can go stale.

Tags: copilot, sales, customers, chat

Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.