MC1465398 High
Dynamics 365 Sales - Use historical deal patterns to get better insights in Sales Opportunity Agent
Summary AI-generated
Sales Opportunity Agent in Dynamics 365 Sales will use historical deal patterns to provide better stage-based insights starting 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.
Similar posts
Search for more like this- MC1410003 Dynamics 365 Sales - Stay on track at every deal stage with delta-first guidance in Sales Close Agent
- MC1409981 Dynamics 365 Sales - Chat about sales opportunity agent insights from inside Sales agent
- MC1464686 Dynamics 365 Sales - Customize default risk criteria for Sales Opportunity Agent
- MC1324989 Dynamics 365 Sales - Accelerate Sales Opportunity Agent deployment with simplified admin configuration
- MC1391944 Dynamics 365 Sales - Redesigned Opportunity Research helps sellers understand deals and take action faster
- MC1242583 Dynamics 365 Sales – Close simple deals using Deal Close Agent to generate quotes and complete orders
Original post from Microsoft
We are announcing the ability to use historical deal patterns to get better insights with Sales Opportunity 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 use a stage-impact filter to identify historical deal patterns that affect the current sales stage and receive an explanation and recommended next action. Insights will be based on available historical deal outcomes and will be shown when patterns affect the recommended next step or priority for the current stage. Insights may cover competitors, stakeholders, timing, objections, solution fit, pricing and discounts, and cross-sell and upsell signals where data is available.
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 Use historical deal patterns to get better insights in Sales Opportunity Agent.
How does this affect me?
Users will be able to use a stage-impact filter to identify historical deal patterns that affect the current sales stage and receive an explanation and recommended next action. Insights will be based on available historical deal outcomes and will be shown when patterns affect the recommended next step or priority for the current stage. Insights may cover competitors, stakeholders, timing, objections, solution fit, pricing and discounts, and cross-sell and upsell signals where data is available.
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 Use historical deal patterns to get better insights in Sales Opportunity Agent.