Sales teams often deal with large volumes of lead and contact data from sources like business cards, web forms, and scanned documents. Manually entering this information into Dynamics 365 Sales is time-consuming, error-prone, and takes away from high-value selling activities like engaging with customers and closing deals.

As part of Copilot’s form fill assistance initiatives, the form fill assist toolbar supports uploading of files, emails, and images, helping eliminate this manual data entry work. It uses AI to extract key details such as names, phone numbers, addresses, and company info from uploaded content, and intelligently maps them to the right fields in the sales form. This streamlines data entry, reduces errors, and helps you stay focused on selling.

As a sales team, you often spend a significant amount of time on manual data entry like copying information from emails, business cards, or web forms into your CRM. This not only eats into your day but also takes time away from high value selling activities like engaging with prospects and closing deals.

Smart paste helps eliminate that busywork. It uses AI to analyze what you've copied to your clipboard, identify key details, and automatically fill them into the right fields. Whether it's content from an email or a business card, smart paste updates the form for you, so all you need to do is review and save the lead or contact. It reduces manual effort, speeds up data entry, and keeps you focused on what matters most: selling.

Whether you're a developer building an AI agent to automate a part of the sales workflow, or a seller using AI assistants such as ChatGPT and Claude to get work done, you can now connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol (MCP) server.

For developers, this means no more complex integrations. AI agents can retrieve, update, and act on CRM data, automate tasks like qualifying leads or sending emails, and handle business processes without custom code.

For end users and sellers, this means they can now use their favorite AI assistant, such as Claude or, in the future, ChatGPT, to get their work done—prioritizing leads, engaging them with personalized emails, generating quotes, and closing deals. They can connect their assistant to Dynamics 365 by installing the MCP server just as easily as they'd install a new mobile app.

Finally, agents and assistants can use Copilot in Dynamics 365 Sales in their workflow as well, starting with getting summaries and drafting emails, with additional operations coming soon.

Sales teams often rely on dashboards, static charts, or external tools like Power BI to make sense of their sales data in Dynamics 365 Sales. Switching between views or analyzing raw data manually can take extra time, disrupt daily workflows, and delay decision-making. As part of Copilot’s productivity capabilities, smart charts enable sellers to generate real-time visualizations directly within their workflow. Using AI, these charts help you uncover trends, patterns, and relationships in tabular data, making it easier to interpret data, act on insights faster, and stay focused on closing deals.

Sales teams often spend valuable time navigating through long lists of leads and opportunities to find the most relevant ones. Traditional filtering methods can be slow and require navigating complex filter menus. This disruption in focus slows decision-making. Smart grids, part of Copilot’s workflow efficiency toolkit, simplify this process by letting you filter, find, and sort data using natural language. Just type a query in natural language in Copilot Search, and Copilot instantly applies the right filters and updates the grid. You see exactly what criteria are used and can clear them all with one click. With smart grids, you get to insights faster, make smarter decisions, and stay focused on closing deals.

In sales, seamlessly engaging with customers across linguistic boundaries is essential. With the latest updates to Copilot in Dynamics 365 Sales, you can rely on Copilot to read documents in various languages and provide answers in your preferred language. This enhancement enables you to quickly access information from multilingual sources without language constraints, so you can maintain a consistent workflow in your chosen language. By bridging language differences in the background, this feature helps you deliver a smooth, personalized customer experience that fosters better understanding and drives sales success. Now, you can focus on connecting with customers while Copilot manages the language nuances for you.

As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs according to the BANT (Budget, Authority, Need, and Timeline) framework.

In the fast-paced world of sales, you often work on multiple accounts at the same time. It can be challenging to stay on top of all your accounts and efficiently gather relevant information. With the Account summary feature, you can access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This feature enables you to quickly research an account. You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.

As a seller, you often struggle with writing effective emails to communicate with your customers. You might face challenges such as not knowing how to structure your emails, which information to include or exclude, or how to strike the right tone. This struggle can lead to poor customer engagement, lost sales, and damage to your brand image. Although organizations try to use templates, most of the emails you send can't be standardized, so templates aren't very useful in these scenarios. Email assistance can provide tremendous value by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that meet the specific needs of each customer. By using natural language processing (NLP) algorithms, Copilot helps you craft clear, concise, and compelling emails that resonate with your audience. This approach leads to improved customer engagement, increased sales, and an enhanced brand reputation. You can adjust the tone and length of the message to better resonate with customers and foster stronger connections. You can also customize the suggested content before you send it.

Although most companies generate a sizable amount of new business from existing customers, only a small fraction of new leads are linked to existing CRM data. This disconnect results in incomplete context, missed insights, and subpar customer experiences, as sellers and AI agents lack critical information for effective interactions.

With the auto-link capabilities, additional data about the lead in the CRM can be identified from linked contacts and accounts. Sellers get comprehensive visibility into relevant data, and AI agents can process information not only from the lead but also from the linked contact and account, thereby enhancing research outcomes and improving customer interactions.

As a seller, you typically need to build a qualified pipeline to cover 2-3 times of your target quota goal. However, doing so requires manual work across fragmented tools. It's also inefficient as you have to spend hours each week sending hundreds of prospecting emails, only to book 2-3 meetings with prospects, of which perhaps one will convert to a qualified opportunity.

The Sales Qualification Agent in Dynamics 365 Sales now eliminates the human toil by autonomously researching information about every lead using the data from CRM and public web sources. The agent then makes a recommendation on whether you should engage with the lead. If you choose to engage, the agent displays a pregenerated email with highly personalized talking points to grab the prospect's attention. With the agent, you can now spend more time meeting customers and less time triaging leads.

Inaccurate email addresses in CRM systems can significantly hinder your productivity and engagement with prospects, leading to missed opportunities and decreased sales performance. Now, the Sales Qualification Agent in Dynamics 365 Sales verifies each email address and identifies if it is a work or personal email. Sales teams can save precious time by ignoring unreachable leads, increase the effectiveness of their sales outreach, and be compliant by reaching out to only valid work emails.

Sales teams receive a wide variety of leads but often lack the capacity to handle them all effectively. Moreover, scaling operations, whether by expanding the team or streamlining processes, can be a daunting task, leading to overlooked opportunities and lost revenue.

The autonomous Sales Qualification Agent in Dynamics 365 Sales works nonstop to build a qualified pipeline and boost revenue. Once configured, it operates autonomously with minimal human oversight, continuously handling every lead with precision. By leveraging data from your CRM and external sources, the agent automatically researches each lead, intelligently sends personalized outreach emails, follows up with timely reminders, gauges buying intent, and eventually hands over only the most qualified leads to human sellers.

By freeing sellers to concentrate on closing deals, the agent boosts productivity, lowers operational costs, and maximizes overall team revenue.

This feature helps you stay on top of customer questions by providing auto-generated email drafts or autonomously sending responses with relevant answers from integrated knowledge sources. By reducing manual effort and ensuring consistent, high-quality replies, you can respond faster, improve accuracy, and focus on building stronger customer relationships—ultimately accelerating deal cycles and enhancing engagement.

By streamlining and automating email responses, this feature enhances efficiency, improves customer engagement, and ensures sellers provide well-informed, high-quality replies.

As a sales leader, it can be hard to gain visibility into the state of your business, chasing your team for updates, and spending days gathering data without getting the full picture.

With the sales research agent in Dynamics 365 Sales, you can use natural language to start a dialog with your data or pick from AI-suggested topics. This dialog helps you gain deep understanding of the sales performance of your team, territory, and product portfolio.

You can access the research workspace directly from within Dynamics 365 Sales where you're already connected to your sales data. When you ask a research question, the agent creates a research plan. It then gathers, analyzes, and transforms data into meaningful research outputs. These outputs are tailored to your context, business domain knowledge, and deep understanding of the business data, and are delivered to you as comprehensive, AI-generated research blueprints.

The sales research agent is not just bringing back answers but suggestions for where to go next. You can effortlessly build multibranch research journeys and zoom into any research finding to explore the output from different angles using the AI cursor, a new AI-powered, context-aware approach to engaging you in the research journey. You can even augment your research by uploading data files from external sources such as HR or e-commerce to provide additional context and richer outcomes by building a comprehensive understanding of your business.

Identifying high-engagement contacts enables targeted follow-up, so sales teams can focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures that sales efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement that drives higher conversion rates and improves overall sales outcomes.

Top sellers consistently build stronger pipelines by being disciplined in how they choose which leads to engage. What if every seller could follow that same high-performing approach? With the Sales Qualification Agent, now they can. You can now customize lead selection criteria using your ideal customer profile (ICP), leveraging Dynamics 365 data like job title, and public web sources like market cap from Bloomberg.

Different businesses prioritize different signals: financial services might use assets under management, while tech companies may focus on subscription usage. The Sales Qualification Agent lets sales operations replicate top sellers’ intuition by fine-tuning the lead selection criteria with data from Dynamics 365, Dataverse, and public external sources. By encoding strong lead selection logic, the agent helps every seller focus only on the leads that are most likely to convert, driving higher productivity and better outcomes across the board.

We are upgrading our Exchange infrastructure to enhance support for Dynamics 365 Sales Premium features such as Relationship analytics and Who knows whom. With this release, Exchange data integration will shift to server-side synchronization (SSS), enabling more granular control over email sync settings. This boosts reliability and provides users with greater flexibility in managing the timing and scope of their email synchronization.

Marketing interactions, like attending a product demo or engaging with a targeted email campaign, are powerful signals of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the Sales Qualification Agent automatically surfaces key insights from recent marketing activities such as email opens, link clicks, event registrations and attendance, and form submissions.

This seamlessly bridges the gap between marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales, saving significant time and costs. This ensures sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.

When your large customers have multiple accounts, contacts, locations, and other related data, it's easy for sellers to miss important customer opportunities and signals. A seller might not see the recent win in another region or notice an influential decision maker is unhappy with a related project. Presenting large, complex customers to your sellers in a simple and intuitive visualization can be the key to knowing these large customers and maximizing your opportunities.

The new Hierarchy control in Dynamics 365 Sales provides your organization an intuitive visualization of your data, allowing sellers to see important connections like common decision makers, and quickly take action with less effort. Define custom visualizations for your sellers and other teams that highlight the most important data and relationships for your customer's accounts, people, opportunities, and custom tables like householding, financial instruments, and more. A hierarchical visualization allows your sellers and other team members to see your customer’s organization like never before. And because the hierarchy view provides full editability of the records you choose to display, your team can easily view, edit, and update customer information right in context without leaving the visualization.

The opportunity pipeline view in Dynamics 365 Sales offers a more empowering experience for opportunity management. By placing you, the seller, at the center of your workflows, it enables you to view your entire pipeline with clarity, gather context quickly, take actions efficiently, and work in a way that suits your needs. With this upgraded pipeline view, you can streamline your sales strategies. You can now group opportunities dynamically based on critical factors such as account name, seller name, or closing date and month. This functionality enhances your ability to segment and target specific areas of your pipeline, ensuring a more personalized and effective approach to each opportunity. In addition to the improved grouping capabilities, Dynamics 365 Sales now facilitates the aggregation of numeric values. You can effortlessly assess the total estimated revenue within your pipeline or within specific grouped segments. This feature provides valuable insights into the financial potential of your opportunities, making it easier to prioritize and focus on deals that contribute significantly to the bottom line.

Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process to match your organization's unique needs and sales criteria. This agile configuration removes unnecessary interactions and saves valuable time, promoting swift, informed lead evaluation. As a sales professional, you benefit from insightful Copilot lead summaries that provide clear and concise lead overviews for informed decision-making. Creating multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, eliminating redundant data entry by prepopulating fields of the generated opportunities boosts your productivity and ensures focused efforts on high-value sales activities.