As part of the 2026 release wave 1 plans, Microsoft detailed how role-based agents in Microsoft 365 Copilot are evolving into “intelligent daily command centers” for specific job roles.

Sales Agent

Becomes the seller’s daily command center with richer Sales Chat and Sales Home experiences across desktop and mobile, including streamlined access to deal and account insights through configurable record summaries, contextual support in Outlook and Teams, and improved email and meeting intelligence. New governance and extensibility controls help organizations scale AI responsibly.

Finance Agent

Continues expanding support for common finance tasks such as reconciliation, variance analysis, and data preparation in Excel, as well as customer communications in Outlook — helping finance teams investigate issues faster and spend less time manually preparing or reconciling data.