Dynamics 365 Sales - Get sales operations insights in Sales Research Agent

We are announcing the ability to get sales operations insights in Sales Research Agent in Dynamics 365 Sales. This feature reached general availability on April 30, 2026.

How does this affect me?
With the sales operations business function, you get an AI-powered experience designed specifically for sales and revenue operations scenarios. It enables unified analysis from data across multiple data sources, including Dynamics 365 Sales data and operational data from Fabric lakehouse.

Custom data uploads allow you to include supplemental datasets (for example, spreadsheets or external operational files) that aren't stored in CRM or lakehouse.

The business function includes predefined sales operations insights that correlate CRM and operational data to answer common operational questions, including:

• Performance versus target and quota attainment
• Pipeline coverage relative to revenue goals
• Variance between forecasted, actual, and invoiced results
• Identification of operational and revenue risk

You can also extend these insights using natural language queries. The agent reasons across CRM data, lakehouse data, and uploaded files in a single flow, enabling faster analysis while reducing manual effort and improving decision quality.

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 sales operations insights in Sales Research Agent.