Dynamics 365 Sales

Segment-specific qualification: Each agent operates with its own ideal customer profile, knowledge sources, templates, and consent settings, ensuring qualification conversations reflect the nuances of each product, region, or team.

Intelligent lead routing: The system evaluates incoming leads against agent selection criteria and assigns ownership based on configured priority, ensuring predictable and conflict-free lead management. A fallback agent handles leads that don't match any specialized criteria, ensuring no lead goes unprocessed.

Exclusive engagement with coordinated handoff: Only one agent engages a lead at any time. When a lead's…

GA: September CY2026 · Preview: August CY2026

This feature will allow admins to create the right set of compatibility, inclusion and exclusion rules, withing a single composite product to ensure the right set of products get bundled together. Based on the configured rules, the seller will receive relevant guidance while configuring a composite product for the customer to ensure an accurate product offering is provided to the customer. The scop of the rules will be at a single quote line relevant to a composite product.

GA: March CY2027

This feature will enable admins to define relevant pricing rules based on the following:

for the added list price based on product attributes

Discount on the list price based on tiered and absolute volume adjustment

This ensures the organization to associate the right pricing and discount policies to ensure profitability on their offered products and services.

GA: March CY2027

Enable active Microsoft Entra users without Dataverse or Power Apps licenses as activity recipients. Created user records remain disabled and do not grant Dynamics 365 app access.

Documentation: https://learn.microsoft.com/en-us/power-platform/admin/add-unlicensed-users-activities

GA: January CY2027 · Preview: October CY2026

As an admin, you can control who can access Copilot Cowork in your organization. The Dynamics 365 Sales plugin is installed by default in Copilot Cowork and available to all users who have access to Cowork.

As a seller, you can use the sales skills in Copilot Cowork to:

Understand customer, opportunity, and pipeline context without manually gathering information from multiple systems.

Identify changes, risks, engagement patterns, and areas that require attention.

Prioritize work across customers, opportunities, leads, and pipeline activities.

Generate recommendations and next-best actions based on available business context.

Analyze business…

GA: June CY2026 · Preview: May CY2026

As a seller, you can:

Ask questions in context: Ask about opportunity research from Sales agent.

Start concise, go deeper on demand: Begin with action-oriented insights, then request deeper analysis only when needed.

Business Value:

You need guidance that adapts to the moment you’re in a meeting preparation, a stage move, or a specific risk you want to validate. With the ability to ask about opportunity research from inside Sales agent, you get right-sized, action-first insights. You can quickly act on what matters now, then go deeper only when you choose. This reduces time spent hunting for answers, improves seller confidence at critical…

GA: July CY2026 · Preview: June CY2026

Administrators can control whether the Copy Opportunity feature is available. When enabled, sellers can duplicate an existing opportunity to quickly create a new one.

The new opportunity retains key customer, deal, product, stakeholder, and custom-field information from the source opportunity, including hidden custom fields. Product line items are copied with their quantities and pricing; inactive products are excluded and recorded in the audit summary.

To ensure the copied opportunity starts as a new sales deal, system-generated and outcome-related fields are reset. For example, the new opportunity is created with an Open status, and starts…

GA: August CY2026 · Preview: June CY2026

As an admin, you gain access to:

Simple configuration experience: Navigate an intuitive, guided setup interface designed for the Sales Opportunity Agent, eliminating complexity and reducing configuration time significantly.

Smart defaults: Leverage preoptimized settings for advanced configurations that are automatically applied, enabling rapid testing and deployment while maintaining best-practice standards.

Segregation of basic and advanced settings: Enable the agent quickly with essential settings, then progressively unlock and configure advanced options as your team's expertise grows and business requirements evolve.

Business Value:

As an…

GA: June CY2026

Quick Campaigns support multiple bulk activity types (email, tasks, appointments, phone calls). This release focuses on improving the end-to-end experience for bulk email creation, with foundational improvements that benefit the overall Quick Campaigns flow.

Key capabilities include:

Streamlined quick campaign flow: The existing multistep wizard is simplified for Quick Campaigns creation, including one-time bulk email sends. Sellers can create, review, and send bulk emails with fewer steps and clicks, staying in a single creation surface and focusing on execution rather than setup.

In-flow template creation and editing: Sellers can create or…

GA: November CY2026 · Preview: September CY2026

This feature enables admins to register custom external insight sources through a step-by-step guided onboarding wizard. Once onboarded, the custom source appears alongside out-of-the-box agents in the Recommended Action Sources list and is governed by the same enable/disable controls. Actions from custom sources are normalized into action cards, ranked alongside built-in actions, and follow consistent UI patterns, execution flows, and prioritization models, ensuring a seamless and unified seller experience.

The feature isn't enabled automatically. Admins must complete the guided registration flow by providing a source name and description,…

GA: September CY2026 · Preview: June CY2026

Get the next best actions for leads right on your Dynamics 365 leads grid, and navigate to see Sales Qualification Agent's research and pregenerated email suggestions. The actions show a preview of the lead, a summary of why it's a hot or high-intent lead, and the topic that the lead is interested in.

Business Value:

Sales Qualification Agent meticulously researches every lead and identifies which ones are hot, warm or cold. When configured to autonomously engage, it identifies the ones that explicitly state their purchase intent. Now, you can see hot and high-intent leads prominently on your leads grid in Dynamics 365 Sales so that you can…

GA: September CY2026 · Preview: August CY2026

As a sales leader, you can configure a Sales Development agent once, then share or clone its configuration across your organization. Distribute the agent’s playbook, guidelines, guardrails, and settings to other business units to provide a consistent experience across sales teams.

The feature supports these capabilities:

Export a configuration: In Teams, ask the source agent to package its configuration into a file. For example, enter Export your configuration.

Import a configuration: Attach the exported file to a new agent, then ask the agent to apply the configuration.

Create a one-time copy: The copied configuration is a snapshot, not a…

GA: April CY2027 · Preview: August CY2026

AI-powered Data Enrichment now lets admins choose which data sources the agent uses to enrich records. Outlook emails, Teams meetings, and the new CRM notes source each have their own control toggle, and the agent keeps running as long as at least one source is toggled on. Admins no longer need to connect every permission before they create the agent. With CRM notes, the agent extracts insights from manual notes added to supported records and uses them to enrich those records, with no tenant admin consent needed to use CRM notes. Only notes added by users with a Dynamics 365 Sales Premium license are used, and Dataverse search is needed only…

GA: October CY2026