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Dynamics 365 Sales - Stay on track at every deal stage with delta-first guidance in Sales Close Agent (preview)

Message ID
MC1296860
View in Message Center
Service
Dynamics 365 Apps
Category
Stay Informed
Tag
New feature
Rollout
May 2026

Details

We are announcing the ability to stay on track at every deal stage with delta-first guidance in Sales Close Agent in Dynamics 365 Sales. This feature will be available for preview on May 15, 2026.

How does this affect me?
Users will receive stage-aligned guidance and updates within opportunities, helping them focus on what has changed and what actions to take next:
  • Stage-aware guidance: See insights and next actions prioritized by the current business process flow stage and substage signals, so guidance matches the selling motion.
  • Delta-first updates: Lead with what changed since the last review, why it matters for this stage, and the next best actions to take.
  • Always-visible critical risks: Keep urgent cross-stage risks visible when they require immediate attention.
  • Out-of-the-box stage coverage: Get built-in guidance across Qualify, Develop, Propose, and Close, with support for customer variations.
What action do I need to take?
This message is for awareness, and no action is required.

Change History

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No change history available

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