Summary
- Dynamics 365 Sales is adding historical deal pattern insights in Sales Opportunity Agent to help users identify patterns affecting the current sales stage.
- Users can filter by stage impact and receive explanations plus recommended next actions based on historical deal outcomes.
- Insights may surface signals such as competitors, stakeholders, timing, objections, solution fit, pricing/discounts, and cross-sell or upsell indicators when data is available.
- This is an informational announcement only; no admin configuration or other action is required.
Microsoft 365 Message Center ID: MC1465398
Primary Service: D365 Apps
Admin Impact: Low
User Impact: Medium
Release Start: 30 Sept 2026
Release End: 30 Sept 2026
Last Modified: September 1, 2026
Category: Stay Informed
Tags: New feature
Status: Launched
Products & Platforms: Dynamics 365 Apps
History
9/1/2026 Item Added to Message Center
Microsoft Message
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.