MC1310377 – M365 Change Digest

One-line summary

Sales Home in Dynamics 365 Sales will offer lead research and next best actions, helping sellers prioritize and act on leads, available in public preview June 1, 2026.

Similar updates

More like this

MC1169039 Dynamics 365 Sales – Connect AI agents to sales workflows using Model Context Protocol server - updated date

Dynamics 365 Sales – Connect AI agents to sales workflows using Model Context Protocol server - updated date Dynamics 365 Sales adds Model Context Protocol server, enabling AI agents to automate CRM tasks and proce... The Model Context Protocol server enables the following tools, with more to come: List leads Retrieve lead summary (using Copilot.

MC1164255 Microsoft 365 Copilot for Sales - Autonomously grow your pipeline with Sales Agent

Microsoft 365 Copilot for Sales - Autonomously grow your pipeline with Sales Agent Sales Agent in Microsoft 365 Copilot for Sales, which autonomously engages prospects and manages leads, will reach general availability on March 31, 2026. Update: Release of this feature has been updated. We are announcing the ability to autonomously grow your.

MC1184654 (Updated) Microsoft 365 Copilot: Configure connected agents for Researcher and other agents

(Updated) Microsoft 365 Copilot: Configure connected agents for Researcher and other agents Microsoft 365 Copilot agents can now query other agents for data, starting with Researcher agent in Q4 2025; admins can manage connected agents in Copilot hub. Updated November 11, 2025: We have updated the timeline. [When this will happen:] Public.

MC1182698 (Updated) Microsoft Copilot Notebooks: Overview page with Copilot-powered summaries and insights

(Updated) Microsoft Copilot Notebooks: Overview page with Copilot-powered summaries and insights Copilot Notebooks will show AI-powered summaries and insights as a default landing page for licensed users, rolling out on web from early February 2026. Updated February 20, 2026: We have updated the timeline. Thank you for your patience. We are.

MC1193604 Dynamics 365 Customer Insights – Journeys – Wait on segment membership to trigger next step in a journey

Dynamics 365 Customer Insights – Journeys – Wait on segment membership to trigger next step in a journey Dynamics 365 Customer Insights – Journeys adds the ability to wait for a customer to join a segment before continuing a journey, available from December 19, 2025. We are announcing the ability to have a journey wait for a customer to become a.

MC1198596 Dynamics 365 Contact Center – Evaluate closed conversations with Quality Evaluation Agent

Dynamics 365 Contact Center – Evaluate closed conversations with Quality Evaluation Agent Dynamics 365 Contact Center adds automated evaluation of closed conversations, generating quality scores and insights for supervisors, available from January 16, 2026. We are announcing the ability to evaluate closed conversations, generate quality scores,.

Details

Body (from Message Center)

We are announcing the ability to get lead research and next best actions in Sales Home in Dynamics 365 Sales. This feature will reach public preview on June 1, 2026.

How does this affect me?
This feature helps sellers:

Focus on the leads most likely to convert by bringing agent-led research, prioritization, and next best actions directly into Sales Home.
Quickly review key insights.
Understand why a lead matters.
See the recommended next step.

By highlighting which leads require attention and what to do next (follow up, qualify, or unblock the agent), teams reduce time-to-first touch, improve consistency of lead handling, and increase throughput without adding headcount.

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 Get lead research and next best actions in Sales Home.

Raw JSON (for debugging)

Expand/collapse the full payload below.

Show/hide raw

{
  "snapshot_item": {
    "action_required_by": null,
    "ai_action_required_by": "2026-06-01T00:00:00Z",
    "ai_actions": [],
    "ai_master_tags": [
      "User",
      "Admin"
    ],
    "ai_model": "gpt-4.1",
    "ai_summary": "Sales Home in Dynamics 365 Sales will offer lead research and next best actions, helping sellers prioritize and act on leads, available in public preview June 1, 2026.",
    "ai_topics": [
      "Dynamics 365 Apps",
      "Dynamics 365"
    ],
    "category": "stayInformed",
    "details_map": {},
    "id": "MC1310377",
    "importance": 4,
    "is_major_change": false,
    "last_modified": "2026-05-14T13:57:46Z",
    "ms_products": [
      "Dynamics 365 Apps"
    ],
    "platforms": null,
    "roadmap_ids": [],
    "services": [
      "Dynamics 365 Apps"
    ],
    "severity": "normal",
    "tags": [
      "New feature"
    ],
    "title": "Dynamics 365 Sales - Get lead research and next best actions in Sales Home"
  }
}