Dynamics 365 Sales 2025 release wave 1
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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.
Feature Details
The Sales Qualification Agent combines the power of three agents that work together to help sellers build a qualified pipeline more efficiently (although each agent is not available independently):
The research agent uses data from CRM and public web sources as well as existing copilot skills to synthesize key customer and account data. It enables sellers to:
- Get a 360-degree view through lead and account summaries.
- Confirm that the lead has a valid work email address to minimize wasted effort.
- Know who can make an introduction (coworkers who know the lead).
- Verify that the lead's company finances, priorities, and business environment are aligned with your solution area (Account 10-K, strategic priorities, and so on).
- Get suggestions for who else at the lead's company to contact.
- See existing opportunities tied to lead/contact and account, so that you can engage with the full context of their ongoing conversations with your company.
- Review a personalized email, composed using talking points generated from the synthesized research, to send to the prospect.
The prioritization agent recommends whether to engage with the lead based on the ideal customer profile configured during setup. The assessment not only relies on data in CRM but also on data obtained from predefined and custom public websites. Sellers and administrators can create custom views that filter leads based on strong fit, so they are always working on the most important ones the agent brings to them.
The outreach agent creates a personalized email to engage the lead, based on all the data gathered by the research agent, to maximize response rates.
The agent is customizable so you can tailor it to your team's needs. As an admin, you can:
- Select a team of sellers or roles on whose behalf the agent works, using security groups.
- Set up ideal customer profile criteria to ensure every seller engages with only the best fit leads.
- Augment research sources by adding public websites that are relevant to your business, so that you can:
- Set an ideal customer criterion (for example, specific job or industry codes) for the agent to assess.
- Show a custom insight to your sellers on the generated research page (for example, if employees at the prospective company primarily work from home or office).
- Ground the agent in the value proposition of what you sell so it can add relevant talking points in the generated emails.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
| Change history | |
|---|---|
| Public preview date moved to Apr 2025 General availability date moved to Jul 2025 | Jan 31, 2025 |
Business Value
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.
Feature Details
As a sales manager, you can:
- Create multibranch research journeys over your Dynamics 365 Sales data and augment it with any data from local files (Excel, PDF) for a comprehensive view of your business.
- Use AI-suggested, prebuilt topics that are optimized for your role to get started or ask your own questions using natural language to seek insights into complex business problems.
- Use the AI cursor to click anywhere on the canvas to start a conversation, zoom into any research finding, change a visualization, or add more data.
- Go behind the scenes to see the reasoning behind the research outcomes.
- Save your workspaces for later use, update with new data, and regenerate blueprints or new research findings.
The sales research agent will initially be available as part of the AI Accelerator for Sales offer only.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Business Value
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 be time-consuming, 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 can 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.
Feature Details
As a seller, you can:
- Select the Visualize option on a grid page to generate a chart based on the visible columns and applied filters in the current view.
- View the chart side by side with the data grid, making it easier to interpret key trends and patterns in your data.
- Select Explain to see an AI-generated summary that helps you understand why Copilot chose the specific visualization.
- Hover over data points or click on chart elements to drill into details—filtered results will update automatically in the grid.
- Use the chart selector to personalize the visualization by choosing from nine chart types, including Bar, Pie, Column, and Line.
- Add or remove columns and filters in the view, and Copilot will automatically update the chart accordingly.
- Use additional controls to refresh the chart, expand it to full screen, close the chart pane, or copy it as a PNG.
- Share your feedback using the thumbs up/down icons to help improve the feature.
For more details and timelines, refer to the Power Apps release plan: Visualize the data in your view easily with Copilot
Enabled for:
- [!Note] Your administrator must enable the **Allow AI to generate charts to visualize the data in a view** setting in the Power Platform admin center.
Business Value
Business Value
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, which disrupts focus and 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’ll see exactly what criteria were used and can clear them all with one click, helping you get to insights faster, make smarter decisions, and stay focused on closing deals.
Feature Details
As a seller, you can:
- Use smart grid to quickly find, filter, and sort data using natural language, eliminating the need for complex advanced filters.
- Type queries like “opportunities with estimated revenue greater than 10000 USD” into Copilot Search to instantly refine your view.
- View and clear applied filters with a single click to easily switch between focused and grid views.
- Sort records directly within the grid using natural, conversational input.
For more details and timelines, refer to the Power Apps release plan: Find records and filter views using natural language
Enabled for:
- The author created this article with assistance from AI. Learn more
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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.
Feature Details
To leverage the new Exchange integration, you must configure server-side synchronization for Dynamics 365 Sales Premium features to work with your exchange activities.
For detailed setup instructions, see Set up server-side synchronization of email, appointments, contacts, and tasks.
Enabled for:
- The author created this article with assistance from AI. Learn more