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Dynamics 365 Sales – Stay on track at every deal stage with delta-first guidance in Sales Close Agent (preview)
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 be available for preview on May 15, 2026.
How does this affect me?
Users will receive stage-aligned guidance and updates within opportunities, helping them focus on what has changed and what actions to take next:
- Stage-aware guidance: See insights and next actions prioritized by the current business process flow 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.
What action do I need to take?
This message is for awareness, and no action is required.
Message ID: MC1296860
