As a sales leader, it can be hard to see the state of your business. You might find yourself 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 a 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. You receive comprehensive, AI-generated research blueprints.

The sales research agent brings back not just 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.

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 capability streamlines data entry, reduces errors, and helps you stay focused on selling.

The Copilot summary for Opportunity, Lead, and Account gives sellers instant, AI-generated insights so they can quickly get up to speed, understand deal context faster, and spend less time searching through data.

The new in-form banner experience brings key information right to the top of the record, so sellers don't need to open the Copilot side pane. With this change, sellers stay in the flow of work, focus on what matters, and drive more productive customer engagements.

When you use Dynamics 365 Sales, this feature will be enabled by default for Opportunity, Lead, and Account summary from Copilot.

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 process not only reduces your available time but also takes time away from high-value selling activities, such as engaging with prospects and closing deals.

Smart paste helps you eliminate that busywork. It uses AI to analyze what you copy 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 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 capability 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 capability means they can 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 connect their assistant to Dynamics 365 by installing the MCP server just as easily as installing a new mobile app.

Finally, agents and assistants can use Copilot in Dynamics 365 Sales in their workflow, starting with getting summaries and drafting emails. Additional operations are 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 dynamic and diverse world of sales, engaging effectively with customers from various linguistic backgrounds is crucial. When Copilot for Dynamics 365 Sales supports multiple languages, you can interact seamlessly with your customers in their preferred non-English languages. This feature removes language barriers from the sales process, so you can provide a personalized and inclusive customer experience.

With this enhancement, you can effortlessly access and use Copilot's powerful capabilities in multiple languages. Better communication, understanding, and rapport with customers lead to improved customer satisfaction, stronger relationships, and greater ease of use for sellers. Ultimately, this feature drives sales growth.

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.

The introduction of the Opportunity Summary widget within the opportunity form enhances Copilot adoption and user engagement by providing a seamless entry point for you to interact with Copilot directly from the opportunity form interface. This strategic placement eliminates the need for you to navigate separately to the Copilot side pane or Copilot page, streamlining the workflow and encouraging further exploration within Copilot.

Copilot in Dynamics 365 Sales is an AI assistant for sellers who want to leverage real-time insights and streamlined workflows to effectively manage their sales activities, nurture customer relationships, and achieve sales success. With this feature, sellers can use Copilot in Dynamics 365 Sales to ask questions in natural language and get answers and insights from Copilot to leverage its full potential.

In the fast-paced world of sales, sellers often work on multiple accounts at the same time. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, sellers can access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, and the latest news about an account through the power of AI.

Sellers no longer need to spend excessive time sifting through scattered information or manually compiling account details. They can quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted way.

In the dynamic world of sales, timely and relevant insights are crucial. Copilot in Dynamics 365 Sales is your intelligent assistant that provides sales-specific insights to help you make informed decisions. By leveraging natural language processing capabilities, Copilot lets you ask questions in a conversational way and delivers meaningful responses and insights based on the data within Dynamics 365 Sales.

As a sales professional, you often face the challenge of finding the right product information quickly. With the personalized content recommendation feature, you get the right document at the right time. This feature greatly improves meeting preparation, saves time, and helps you build stronger customer relationships. By integrating content recommendations directly into your workflow, you stay focused and get the most value from every interaction.

The Meeting insights feature simplifies preparation for sales teams by gathering all the essential information for your meetings, such as client backgrounds, opportunities, and key documents. With this feature, you don't need to spend hours digging through emails or files. Instead, you can focus on what really matters: strategizing and connecting with your clients.

When you enter meetings with knowledge and insights, you're more likely to succeed in discussions and turn opportunities into wins. This feature helps make every meeting count, drives sales, and builds stronger relationships with your clients. Meeting insights isn't just a tool; it's your secret weapon to achieve sales targets and keep your team on a winning streak.

As a sales professional, you sift through lengthy proposals to understand the customer's needs and preferences across multiple systems. This task takes a lot of time and leads to decreased productivity and potentially missed opportunities. When you can automatically summarize important details from lengthy proposals, you save time and focus on building relationships with customers and closing deals. By using the RFP summarization feature, you can improve the quality of customer interactions by ensuring you have a comprehensive understanding of customer needs according to the BANT (Budget, Authority, Need, and Timeline) framework.

You spend a lot of time responding to questions that come your way, either via emails or chats or any other channels. You often find yourself buried under heaps of sales documents and literature, struggling to find quick answers to these questions.

This innovative CRM feature significantly boosts your productivity and knowledge retention. By harnessing the power of AI, you can get quick answers based on the information and documents stored in SharePoint by simply chatting with Copilot in Dynamics 365 Sales. This feature enables quicker decision-making, reduces response times, and enhances customer interactions. With streamlined access to critical information, you can engage clients more effectively, leading to increased sales, improved customer satisfaction, and ultimately, higher revenue generation for your business.

With the Copilot home experience in Dynamics 365 Sales, sellers get a powerful tool for achieving sales excellence. Real-time insights and effortless natural language chat functionality empower sellers to efficiently manage sales activities, nurture customer relationships, and drive sales success. This immersive interface offers an expanded workspace that enhances the focus on productive conversations with Copilot. Sellers can seamlessly access insights from various records, which allows them to prioritize actions intelligently.

The natural language chat with AI-powered Copilot facilitates deeper insights and quick access to customer details, deal information, meeting schedules, and more. This innovative solution elevates sales management to a new level, enabling sellers to excel in their roles and drive revenue growth.

Timeline highlights provide an at-a-glance view of significant updates on any record to help enhance your productivity. With this feature, you can quickly catch up on the latest developments related to the record from the timeline. It summarizes key developments from various activities such as emails, notes, tasks, appointments, phone calls, and conversations.

Copilot in Dynamics 365 Sales is an AI assistant for sellers who want to leverage insights and streamlined workflows to effectively manage their sales activities, nurture customer relationships, and achieve sales success. With this feature, sellers can use Copilot to access sales skills for improving their productivity.

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 link 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, you can identify additional data about the lead in the CRM 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, which enhances research outcomes and improves customer interactions.

Sales teams get a wide variety of leads but often don't have the capacity to handle them all effectively. Scaling operations can be a daunting task. When you expand the team or streamline processes, you risk overlooking opportunities and losing revenue.

The autonomous Sales Qualification Agent in Dynamics 365 Sales works nonstop to build a qualified pipeline and boost revenue. After you configure it, the agent works on its own with minimal human oversight. It continuously handles 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 focus 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 allowing the agent to either autonomously answer customer questions or hand off conversations to sellers with prefilled drafts using answers from integrated knowledge sources. By reducing manual effort and ensuring consistent, high-quality replies, sellers can respond faster, improve accuracy, and focus on building stronger customer relationships, ultimately accelerating deal cycles and boosting engagement.

By streamlining handoffs and automating responses where possible, this feature enhances efficiency, improves customer experience, and enables sellers to engage with confidence and speed.

As a seller, you typically need to build a qualified pipeline that covers two to three times your target quota goal. However, building this pipeline requires manual work across fragmented tools. It's also inefficient to spend hours each week sending hundreds of prospecting emails just to book two to three meetings with prospects, of which perhaps one prospect converts to a qualified opportunity.

The Sales Qualification Agent in Dynamics 365 Sales eliminates this human toil by autonomously researching information about every lead using data from CRM and public web sources. The agent then recommends 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 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's a work or personal email. Sales teams can save precious time by ignoring unreachable leads, increase the effectiveness of their sales outreach, and stay compliant by reaching out to only valid work emails.

The out-of-the-box forecast solution is streamlined and accessible for all users. With this capability, you can:

• Enhance sales performance with the readily available forecast.
• Increase productivity with real-time updates and save valuable time to focus efforts on driving sales activities.
• Quickly gauge performance, adjust strategies, and make better decisions for improved results.

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.

As a seller, you work with other sellers on the same account or opportunity. To win the deal, each seller follows a different but coordinated set of actions. You need to know which team members are working on the account or opportunity, the activities they're doing, and the sequences attached to that record. You need to be aware of changes to their accounts.

With this change, you can assign different sequences to different sellers for a particular record. You can guide multiple sellers to work together and win the deal. For example, assign one sequence to an account executive and another sequence to a solution architect while they both work on a target account. Sales team members can attach a sequence to a record even if they're not the owner of the record, and they can easily view details of any sequence.

As a sales professional, use the Up next widget for key interactive components within entity forms. The widget captures the set of steps you need to execute as part of any sequence workflow. It plays a critical role in guiding you toward the successful conclusion of a sales process.

The scope of the sequence category is expanding to include multiple sequences to bring more flexibility and allow multiple members of your team to work on a record simultaneously. The revamped Up next widget ensures a consistent and seamless user experience by providing you with the capability to view all the steps for an associated sequence in the context of a particular entity record. This experience includes both single and multiple sequences, so you can plan and execute tasks effectively.

As a seller, use sequences to track activities and perform actions. You can connect an existing sequence to a record or create a personalized sequence. Digital selling is a team activity where multiple sales team members work together to win a deal. For example, an account executive works on proposals while a solution architect helps with the implementation.

This feature helps you preview a sequence and see an overview of the sequence steps. You need the preview when you want to use or connect a sequence to a record. With this feature, team members can work together effectively and see details of the sequences that other team members follow for a shared account or opportunity.

As a sales team, you need research that’s not only comprehensive but also tailored to your specific industry, customer segments, and business strategy. While a Sales Qualification Agent’s out-of-the-box research provides broad insights, many organizations rely on industry-specific sources, regulatory databases, or niche publications to make informed decisions.

With this enhancement, the agent delivers more relevant, customized insights by incorporating data from public web sources that matter most to your business. You gain real-time access to industry-aligned insights and can engage leads with deeper context, using up-to-date information to ensure outreach is timely and impactful.

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

This agent seamlessly connects 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. It saves significant time and costs. With this agent, sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.

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 by 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 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.

Upgrading the Exchange infrastructure enhances support for Dynamics 365 Sales Premium features such as Relationship analytics and Who knows whom. With this release, Exchange data integration shifts to server-side synchronization (SSS), enabling more granular control over email sync settings. This upgrade boosts reliability and gives users greater flexibility in managing the timing and scope of their email synchronization.

When your large customers have multiple accounts, contacts, locations, and other related data, sellers can 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 helps them understand these large customers and maximize opportunities.

The new Hierarchy control in Dynamics 365 Sales provides your organization with an intuitive visualization of your data. With this view, sellers can see important connections, such as 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 and financial instruments. A hierarchical visualization lets your sellers and other team members see your customer's organization like never before. 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.

The new and refreshed look enhances your user experience. It includes updated styling, such as drop shadows and brighter background colors, to improve the look and usability of the system. With these improvements, you get increased user engagement and productivity. With the new Fluent-based controls in forms, business process flows, and dialogs, you can work more efficiently and effectively within the system, enabling you to achieve better results in less time.

The new look is auto-enabled for existing apps, but you can turn it off if you want. Overall, the new and refreshed user experience delivers improved productivity, increased user satisfaction, and better decision-making. This experience brings significant benefits for businesses, including increased profitability and growth.

The focused view feature in Dynamics 365 Sales generates significant interest within the community, as shown by high adoption rates and positive feedback. The main goal is to help users complete their tasks efficiently without frequently switching across various views.

With the latest update, the focused view includes a command bar with essential functionalities and remembers your preference, so you don't need to repeatedly select the focused view. You can complete your planned tasks without multiple context switches.

Also, the focused view is the default view for the lead entity. Sellers can quickly navigate between records, conduct prospecting calls, update records, and convert leads with ease.