Favorite your Message Center and Roadmap items. Access them anytime via your Profile. Export and share with your team or your LLM.

Dynamics 365 Sales - Get lead research and next best actions in Sales Home

Message ID
MC1310377
View in Message Center
Service
Dynamics 365 Apps
Category
Stay Informed
Tag
New feature
Rollout
June 2026

Details

We are announcing the ability to get lead research and next best actions in Sales Home in Dynamics 365 Sales. This feature will reach public preview on June 1, 2026.

How does this affect me?
This feature helps sellers:
  • Focus on the leads most likely to convert by bringing agent-led research, prioritization, and next best actions directly into Sales Home.
  • Quickly review key insights.
  • Understand why a lead matters.
  • See the recommended next step.
By highlighting which leads require attention and what to do next (follow up, qualify, or unblock the agent), teams reduce time-to-first touch, improve consistency of lead handling, and increase throughput without adding headcount.

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

If you would like more information on this feature, please visit Get lead research and next best actions in Sales Home.

Change History

Show
No change history available

Never Miss a Microsoft 365 Update

Join thousands of IT professionals who rely on DeltaPulse for real-time Microsoft 365 change intelligence, automated notifications, and community insights.