Dynamics 365 Sales – Boost decision making by using Visualize with Copilot

We are announcing the ability to boost data-driven decision making using Visualize with Copilot in Dynamics 365 Sales. This feature will reach general availability on April 30, 2026. How does this affect me? As part of Copilot’s productivity capabilities, smart charts enable sellers to generate real-time visualizations directly within their workflow. Using AI, these charts 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. This feature provides sellers the ability to: 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, so you can more easily 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 select 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. 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 with the thumbs-up or thumbs-down icons to help improve the feature. 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 Visualize the data in your view easily with Copilot. Message ID: MC1265561

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