We are announcing the ability to utilize Portfolio Planning to plan your sales portfolio using the Sales Research Agent in Dynamics 365 Sales. This feature will reach general availability on July 31, 2026.
How does this affect me?
Portfolio Planning is an AI-first capability in Sales Research Agent that turns CRM data, lakehouse signals (such as budgets, targets, usage, billing, and adoption), and web context into a continuously updated plan across accounts, territories, segments, and partners.
You can run scenario-driven planning for the most common field workflows:
- Account executive overview to understand the current state across accounts.
- Deal rescue to identify and unblock stalled opportunities.
- Renewal risk and expansion to protect revenue first, then grow.
- Territory patch rebalancing to decide where to double down or pull back.
- Segment and industry performance to determine where to place bets.
What action do I need to take?
This message is for awareness, and no action is required.
Source: Microsoft
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