Dynamics 365 Sales – Explore complex sales insights with Sales Research Agent [MC1289851]

Message ID: MC1289851
We are announcing the ability to explore sales insights using the Sales Research Agent in Dynamics 365 Sales. This feature reached general availability on April 30, 2026.

How does this affect me?
The Sales Research Agent in Dynamics 365 Sales enables users to explore complex business questions through natural language conversations with your data. It leverages multi-modal and multi-agent architecture to reason over intricate, customized schemas with sales domain expertise. Key capabilities of this feature allow you to:

• Create multi‑branch research journeys across Dynamics 365 Sales data and Microsoft Fabric lakehouse data and analyze local files such as Excel and PDF.
• Start quickly with AI‑suggested, role‑optimized research topics, or ask your own questions using natural language.
• Use the AI cursor to start conversations, analyze findings, adjust visualizations, or add new data sources.
• View the reasoning behind research outcomes to understand how insights were derived.
• Save research workspaces, refresh them with new data, and regenerate blueprints or research findings as your business evolves.
• Define custom business functions with your own schemas, acronyms, and domain context to tailor analysis to your organization.

What action do I need to take?
This message is for awareness, and no action is required.

Source: Microsoft

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