Dynamics 365 Sales – Plan your sales portfolio with Sales Research Agent

We are announcing the ability to utilize Portfolio Planning to plan your sales portfolio using the Sales Research Agent in Dynamics 365 Sales. This feature will reach general availability on July 1, 2026.

How does this affect me?
Portfolio Planning is an AI-first capability in Sales Research Agent that turns CRM data, lakehouse signals (such as budgets, targets, usage, billing, and adoption), and web context into a continuously updated plan across accounts, territories, segments, and partners.

You can run scenario-driven planning for the most common field workflows:

• Account executive overview to understand the current state across accounts.
• Deal rescue to identify and unblock stalled opportunities.
• Renewal risk and expansion to protect revenue first, then grow.
• Territory patch rebalancing to decide where to double down or pull back.
• Segment and industry performance to determine where to place bets.

Plans refresh automatically as signals change, so they stay current instead of aging out after QBRs or annual planning. You also get explainable recommendations showing the drivers behind prioritization and actions (the "why this" behind every recommendation).

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