Enterprise sales and finance teams are gaining direct access to competitive intelligence without leaving their spreadsheet environment. Microsoft announced on June 25, 2026 that CB Insights and PitchBook have launched as federated data connectors for Copilot in Excel, joining LSEG and Moody’s added earlier in the year. The announcement is detailed in the Microsoft 365 blog.
CB Insights brings predictive intelligence on private companies and emerging markets into the Excel environment, supporting strategy, M&A, and corporate development workflows. PitchBook adds institutional-grade private capital market intelligence including company profiles, deal histories, fund data, and analyst research, with a federated connector that extends across Copilot in Excel, Copilot Chat, and other Microsoft 365 surfaces.
The pattern here is that AI-native intelligence is collapsing the distance between data source and decision surface. Sales teams doing account research have historically switched between a spreadsheet model, a CRM, and a separate intelligence platform. The Copilot connector architecture surfaces vendor-verified data at the point of analysis, eliminating one retrieval step from the workflow.
The significance for enterprise sales operations connects directly to how B2B intelligence is embedding into the AI stack, as covered in the earlier analysis of ZoomInfo’s Amazon integration and CaliberMind’s attribution layer. Microsoft’s connector framework is becoming a distribution channel for data intelligence vendors who previously required standalone logins and separate procurement cycles.
