As a seller, you can:

• Use Files to upload supported file types (.txt, .docx, .csv, .pdf, .png, .jpg, .jpeg, .bmp) and get inline suggestions to fill out fields based on the file’s content.
• Drag and drop a file or use the file selector button in the form fill assist toolbar to start.
• Hover over the file’s source tag to see which fields the file suggests.
• Accept all suggestions at once with the Accept All button or clear them with the Clear or Clear All options.
• Show or hide the form fill assist toolbar, access the Smart Paste button, and provide feedback with the more actions menu.

For more details and timelines, see the Power Apps release plan: Enhanced experience for form filling with Copilot

The MCP Server exposes the following tools initially, with more tools coming soon:

• List leads
• Retrieve lead summary (using Copilot in Dynamics 365 Sales)
• Qualify lead to opportunity
• Get outreach email (using Copilot in Dynamics 365 Sales)
• Send outreach email

Use Microsoft Copilot Studio to build custom agents for sales teams that include the Dynamics 365 Sales MCP server or connect Dynamics 365 with any other agent platform that supports the MCP protocol. By using the Dynamics 365 Sales MCP server in combination with MCP servers from other business applications such as Customer Service and ERP, you can automate complex cross-functional business operations with ease. For example, a quote can be generated through the Dynamics 365 Business Central MCP server for each lead that confirms interest after being engaged with the Dynamics 365 Sales MCP server. Then, a support ticket on the order can be processed using the Dynamics 365 Customer Service MCP server.

Here are examples of agents you can build with these MCP tools:

• A post-service upsell agent that prospects for maintenance plans after a field tech visit, turning each engagement into a sales opportunity.
• An agent that targets prospects from existing accounts, so the account manager can schedule strategy meetings with key stakeholders.
• An agent that helps the sales team prioritize the best leads from B2B events and add others to a marketing nurture campaign.

As a seller, you can:

• Use smart grid to quickly find, filter, and sort data with natural language, so you don't need 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 one click to easily switch between focused and grid views.
• Sort records directly within the grid using natural, conversational input.

For more details and timelines, see the Power Apps release plan: Find records and filter views using natural language

As a seller, you see an AI Summary banner at the top of your Lead, Opportunity, and Account forms. You can view a high-level summary and a detailed summary of your records. The summarization capabilities stay the same, with the following actions still supported:

• Auto-generation of summaries when you open a form.
• Ability to copy the generated summary.
• Providing thumbs-up or thumbs-down feedback on summary quality.
• Using copilot chat to generate a summary for any specific record.

You'll get the new experience as part of the 2025 release wave 2 updates for Dynamics 365 Sales:

• Early access from July 2025. Opt in to early access updates.
• Default on for all Copilot-enabled organizations at general availability starting from September 2025.

Sellers will start seeing the new in-form banner without any extra clicks.

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 isn't available independently):

The research agent uses data from CRM and public web sources, along with 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 align 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 records, so you can engage with the full context of their ongoing conversations with your company.
• Review a personalized email that uses talking points generated from synthesized research to send to the prospect.

The prioritization agent recommends whether to engage with the lead based on the ideal customer profile you configure during setup. The assessment relies not only 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're always working on the most important leads the agent brings to them.

The outreach agent creates a personalized email to engage the lead, based on all the data the research agent gathers, to maximize response rates.

You can customize the agent to fit your team's needs. As an admin, you can:

• Select a team of sellers or roles on whose behalf the agent works, by 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, such as specific job or industry codes, for the agent to assess.
  • Show a custom insight to your sellers on the generated research page, like 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.

The Sales Qualification Agent uses validated email addresses as it conducts lead research, outreach, and qualification.

As an admin, you can specify which email field on the lead form the agent validates. You set this field as part of the Sales Qualification Agent settings.

As a seller, you can:

• See whether the email address associated with the lead is valid.
• See the email address categorized as work or personal.
• Update the validity and categorization if you disagree with the assessment. For example, you can mark an email address as personal if the agent inadvertently marks it as a work email address.

Admins configure the Sales Qualification Agent to pull relevant insights from specific web sources, so they can tailor research to your industry's needs. Sellers see industry-specific insights from web sources that are relevant for your business.

For example, Contoso's sales ops team wants sellers to see industry details for incoming leads based on NAICS codes. By specifying sources that provide NAICS classifications, admins ensure that sellers receive industry insights directly in their workflow. This approach streamlines research and enables faster, more informed engagements.