Dynamics 365 Sales – Redesigned Opportunity Research helps sellers understand deals and take action faster

We are announcing a redesigned Opportunity Research experience that helps sellers understand deals faster and take action with confidence in Dynamics 365 Sales. This feature will reach general availability on July 10, 2026. How does this affect me? The redesigned Opportunity Research experience helps you quickly understand the state of a deal and focus on the actions that matter most. Instead of reading long narratives and interpreting generic signals, you receive concise summaries, prioritized insights, and recommended next steps that help you move opportunities forward with greater confidence. This feature update will be available for users who have enabled Sales Opportunity Agent in Dynamics 365 Sales. As a seller, you can: Start with a redesigned research experience organized around how sellers work—understand the deal, identify priorities, decide next actions, and explore details only when needed. Get instant deal context through an enhanced deal header that surfaces key information including opportunity details, sales stage, deal value, close date, overall risk indicators, and freshness of insights. Review a concise opportunity summary that explains what is happening in the deal, what is progressing well, what may be blocking momentum, and the recommended next action. Quickly identify the highest-priority risks with clear descriptions, supporting evidence, business impact, and a recommended action for each item. Discover additional actionable insights presented as easy-to-scan cards that highlight important observations and opportunities to improve deal outcomes. Expand detailed research sections including stakeholders, customer pain points, account context, competitive landscape, and opportunity health, only when you need deeper context. Understand how insights were generated through transparency indicators that show contributing sources such as CRM data, emails, meetings, and external signals to help build confidence in recommendations. What action do I need to take? This message is for awareness, and no action is required. Message ID: MC1391944

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