Dynamics 365 Sales – Identify important actions in the flow of work with Recommended Action

We are announcing the ability to utilize Recommended Action to identify the most important actions in the flow of work in Dynamics 365 Sales. This feature will reach general availability on May 21, 2026.

How does this affect me?
With Recommended Action, you can ensure that your team focuses on actions that matter most in achieving the target set for each individual member and the entire team. These actions are identified across various experiences, ensuring your team never misses any action, wherever they are present. The key capabilities of this feature include:

• Surface the prioritized actions across various touchpoints in the flow of sellers' work, ensuring enhanced discoverability of key and time-sensitive actions.
• You can onboard any custom agent or workflow that generates actions for sellers to be prioritized and identified via the above-described experiences.

Recommended Action will be available within the Dynamics 365 entity grid layout, Microsoft 365, and Outlook.

What action do I need to take?
This message is for awareness, and no action is required.