Summary
- Users will be able to create Dynamics 365 Sales records directly from Microsoft 365 Copilot Chat using Sales agent.
- Supported record creation includes contacts, accounts, opportunities, and other Dynamics 365 Sales entities.
- The inline form uses chat context to prepopulate fields and lets users review or edit values before submitting.
- This is an informational notice only; no administrator action is required.
Microsoft 365 Message Center ID: MC1464753
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 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.