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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Jun 28, 2024 |
Business value
The introduction of the Opportunity Summary widget within the opportunity form enhances Copilot adoption and user engagement by providing a seamless entry point for you to interact with Copilot directly from the opportunity form interface. This strategic placement eliminates the need for you to navigate separately to the Copilot side pane or Copilot page, streamlining the workflow and encouraging further exploration within Copilot.
Feature details
As a seller, you can:
- See the Copilot-generated opportunity summary in a widget on the out-of-the-box opportunity form.
- Collapse or expand the widget based on your preference.
As an admin, you can:
- Opt in for the Copilot preview feature to get this functionality.
- Add the opportunity summary widget on any custom form. By default, the widget is available on the out-of-the-box opportunity main form.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Additional resources
Summarize an opportunity (docs)