Loading...

Dynamics 365 Sales – Stay on track at every deal stage with delta-first guidance in Sales Close Agent

Dynamics 365 Sales – Stay on track at every deal stage with delta-first guidance in Sales Close Agent

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 reach general availability on July 30, 2026. How does this affect me? This feature enables Sales Close Agent to provide you with: Stage-aware guidance: See insights and next actions prioritized by the current business process flow (BPF) 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. If you would like more information on this feature, please visit Stay on track at every deal stage with delta-first guidance in Sales Close Agent.. Message ID: MC1410003

The post Dynamics 365 Sales – Stay on track at every deal stage with delta-first guidance in Sales Close Agent appeared first on M365 Admin.

Published on:

Learn more
Need help with this product?

We can help you with Dynamics 365 Sales – Stay on track at every deal stage with delta-first guidance in Sales Close Agent

If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.

M365 Admin
M365 Admin

by João Ferreira

Share post:

Related posts

Microsoft Excel: Excel canvas

Excel canvas, a new Copilot feature in Microsoft Excel, creates dynamic reports with visualizations and insights that update automatically wit...

11 hours ago

Dynamics 365 Contact Center – Use role-based enforcement for recording and transcription downloads

We are announcing the ability to use role-based enforcement for recording and transcription downloads in Dynamics 365 Contact Center. This fea...

11 hours ago

Microsoft Outlook: Right-click to customize the classic ribbon

Microsoft Outlook now allows users to customize the classic ribbon by right-clicking on the Home or View tab to select commands and arrange th...

11 hours ago

Microsoft Exchange Online: Exchange Web Services (EWS) enforcement update for EWSAllowedAppIDs

Starting October 10, 2026, Exchange Online tenants must configure EWSAllowedAppIDs to allow Exchange Web Services (EWS) access; EWSEnabled=Tru...

11 hours ago

Microsoft Entra App Gallery: Self-service onboarding for new applications

Microsoft Entra App Gallery introduces self-service onboarding for new applications, allowing ISVs to validate SSO and provisioning integratio...

11 hours ago

Upgraded call history in Teams Calls app

Teams Calls app call history is upgraded to consolidate missed calls and voicemails into single entries and expand history from 100 to 3,000 r...

11 hours ago

Power Automate – Enable Process Intelligence Studio in object-centric process mining

We are announcing the availability of Process Intelligence Studio in object-centric process mining in Power Automate Process Mining. This feat...

11 hours ago

Dynamics 365 Contact Center – Use after conversation presence status for wrap-up activities

We are announcing the ability to use after conversation presence status for wrap-up activities in Dynamics 365 Contact Center. This feature wi...

11 hours ago

Dynamics 365 Finance and Operations cross-app: Migrate finance and operations environments from Lifecycle Services to Power Platform admin center

The self-service environment migration feature moves management of an existing finance and operations apps environment from Microsoft Dynamics...

22 hours ago

Microsoft Teams: Start side conversations during meetings

Keep collaboration moving without disrupting the main discussion. Start and continue one-to-one or small-group conversations directly from a m...

22 hours ago

Newsletter

Get the latest Dynamics 365 and Power Platform content in your inbox

A curated digest of community blogs, product news, videos, and podcasts — delivered without the noise.

Weekly updates Unsubscribe anytime Fresh community picks
We use your email only for the newsletter and you can unsubscribe at any time.
By subscribing, you agree to the privacy policy.