Dynamics 365 Sales – Personalize opportunity research in Sales Close Agent [MC1310427]

Message ID: MC1310427
We are announcing the ability to personalize opportunity research in Sales Close Agent in Dynamics 365 Sales. This feature will reach public preview on May 29, 2026.

How does this affect me?
With this feature, users can personalize how insights and actions are organized, and can add notes, priorities, and approved inputs so the agent emphasizes what matters most for sellers.

As a seller, you’ll be able to:

• Personalize the layout: Personalize the research page with persistent focus areas and saved views that carry across opportunities.
• Add seller context: Add your own notes and priorities that shape what the agent highlights for the current stage.
• Bring your inputs: Provide your own deal signals and connect approved knowledge sources as inputs, so the agent can generate more relevant insights and actions without you switching tools.

As an admin, maker, or analyst, you’ll be able to:

• Set up guardrails and approvals: Configure guardrails and approvals for seller inputs and knowledge sources, so personalization improves relevance without overriding the default, governed experience.

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 Personalize opportunity research in Sales Close Agent.

Source: Microsoft

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