Dynamics 365 Sales – Chat with your deal insights using ask-and-refine experience in Sales Close Agent (preview) [MC1296879]

Message ID: MC1296879
We are announcing the ability to chat with your deal insights using an ask-and-refine experience in Sales Close Agent in Dynamics 365 Sales. This feature will reach public preview on May 15, 2026.

How does this affect me?
This feature allows users to use an ask-and-refine experience in the Sales Close Agent that provides guidance for deal insights. Key capabilities for sellers include:

• Ask questions in context: Ask questions directly within an opportunity to tailor meeting prep, assess risks, and plan next steps for the current stage.
• Start concise, go deeper on demand: Begin with action-oriented insights, then request deeper analysis only when needed.
• Stage-move readiness: Request guidance when preparing to advance an opportunity to the next stage.

Key capabilities for admins, makers, or analysts include:

• Trigger-based refresh: Configure which insights refresh automatically when high-value signals change.
• On-demand depth controls: Control which insights are generated only on request to manage cost and message consumption.
• Balanced guidance: Tune responsiveness vs. efficiency while keeping guidance timely and relevant.

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 Chat with your deal insights using ask-and-refine experience in Sales Close Agent.

Source: Microsoft

Latest Posts