MC1464753 High
Dynamics 365 Sales - Create records in Dynamics 365 Sales using Sales agent
Summary AI-generated
Users can create Dynamics 365 Sales records directly in Microsoft 365 Copilot Chat via an inline, context-aware form. General availability is September 30, 2026.
Written by Azure OpenAI (gpt-4.1) from the text of the post below. It can be incomplete or wrong; the original post is authoritative.
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Original post from Microsoft
We are announcing the ability to create records using Sales agent in Dynamics 365 Sales. This feature will reach general availability on September 30, 2026.
How does this affect me?
Users will be able to create contacts, accounts, opportunities, and other Dynamics 365 Sales records directly in Microsoft 365 Copilot Chat. An interactive form will appear inline in the chat and use conversation context to prepopulate relevant fields. Users can review and edit the values before submitting the record without switching apps, opening pop-ups, or navigating to another page.
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 Set up record creation in Dynamics 365 with Sales agent.
How does this affect me?
Users will be able to create contacts, accounts, opportunities, and other Dynamics 365 Sales records directly in Microsoft 365 Copilot Chat. An interactive form will appear inline in the chat and use conversation context to prepopulate relevant fields. Users can review and edit the values before submitting the record without switching apps, opening pop-ups, or navigating to another page.
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 Set up record creation in Dynamics 365 with Sales agent.