We are announcing the ability to clone and share Sales Development agent configuration across teams in Dynamics 365 Sales. This feature will reach general availability on June 1, 2026.
How does this affect me?
This feature enables you to configure a Sales Development agent once and share or clone it across your organization. When you create an agent with specific guidelines, guardrails, and settings, you can distribute that configuration to other business units, ensuring consistency across your sales teams.
Key functionality of this feature includes:
- Establishing baseline guidelines and guardrails: You can define standard operating procedures, compliance rules, and best practices within an agent configuration. These guardrails ensure that all cloned or shared agents maintain your organization’s standards for prospect engagement.
- Cloning agents: You can duplicate an existing Sales Development agent to create a new instance with identical capabilities and settings. This allows you to quickly deploy multiple agents with the same configuration across different territories, product lines, or business units without manual reconfiguration.
- Sharing and re-assigning agents: You can transfer ownership or share access to configured agents with other people in your organization. This enables centralized configuration management where subject matter experts can set up agents that others will use for outreach.
This message is for awareness, and no action is required.
Source: Microsoft
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