We are announcing the ability to stay on track at every deal stage with delta-first guidance in Sales Close Agent in Dynamics 365 Sales. This feature will reach general availability on July 30, 2026.
How does this affect me?
This feature enables Sales Close Agent to provide you with:
- Stage-aware guidance: See insights and next actions prioritized by the current business process flow (BPF) stage and substage signals, so guidance matches the selling motion.
- Delta-first updates: Lead with what changed since the last review, why it matters for this stage, and the next best actions to take.
- Always-visible critical risks: Keep urgent cross-stage risks visible when they require immediate attention.
- Out-of-the-box stage coverage: Get built-in guidance across Qualify, Develop, Propose, and Close, with support for customer variations.
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Stay on track at every deal stage with delta-first guidance in Sales Close Agent..
Source: Microsoft
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