MC1296860 - Dynamics 365 Sales - Stay on track at every deal stage with delta-first guidance in Sales Close Agent (preview)

Microsoft 365 Message Center announcement MC1296860.

Message Center ID

MC1296860

Category

stay Informed

Severity

normal

Services

Dynamics 365 Apps

Tags

New feature

Published

2026-04-30

Last updated

2026-04-30

Expires

2026-06-14

We are announcing the ability to stay on track at every deal stage with delta-first guidance in Sales Close Agent in Dynamics 365 Sales. This feature will be available for preview on May 15, 2026. How does this affect me? Users will receive stage-aligned guidance and updates within opportunities, helping them focus on what has changed and what actions to take next: Stage-aware guidance: See insights and next actions prioritized by the current business process flow stage and substage signals, so guidance matches the selling motion. Delta-first updates: Lead with what changed since the last review, why it matters for this stage, and the next best actions to take. Always-visible critical risks: Keep urgent cross-stage risks visible when they require immediate attention. Out-of-the-box stage coverage: Get built-in guidance across Qualify, Develop, Propose, and Close, with support for customer variations. What action do I need to take? This message is for awareness, and no action is required.