Summary
- Dynamics 365 Sales is adding a Sales Development agent that can autonomously generate quotes and support low-complexity deals through to closed transactions.
- The agent can create and share branded quotes, connect to external quoting/transaction systems, answer quote questions, update details from customer feedback, and escalate to human sellers when needed.
- The change is intended for Dynamics 365 Sales customers and is described as an awareness item with no required admin action.
- IT teams should be aware of the new AI-assisted sales workflow and brief relevant sales operations/support teams as needed.
Microsoft 365 Message Center ID: MC1464732
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Last Modified: August 31, 2026
Category: Stay informed
Tags: New feature
Status: Launched
Products & Platforms: Dynamics 365 Apps
History
8/31/2026 Item Added to Message Center
Microsoft Message
We are announcing the ability to autonomously generate quotes and drive self-service transactions for low-complexity deals in Dynamics 365 Sales. This feature will reach general availability on September 30, 2026.
How does this affect me?
Sales Development Agent (SDA) can take leads from qualified opportunities through to closed deals.
Key capabilities include:
- Generate quotes through D365S as well as 1P/3P systems and share them with customers using company-branded templates.
- Connect to quoting and transaction systems managed through the Agent 365 MCP registry.
- Answer questions about the quote and adjust details based on customer feedback.
- Help customers complete self-service transactions.
- Escalate to human sellers when customers are blocked and require assistance.
- Configure each agent instance through an interactive chat experience.
What action do I need to take?
This message is for awareness, and no action is required.