Summary
- Microsoft Sales Agent is gaining Semantic Model support to better interpret CRM structure, metadata, relationships, views, and business terminology.
- The feature is already in public preview for Dynamics 365 and will expand to Salesforce customers in late October 2026.
- Affected admins manage Microsoft Sales Agent integrations with Dynamics 365 or Salesforce and may need to configure Semantic Model settings in Power Apps Maker Portal and Power Platform Admin Center.
- Existing Sales Agent functionality continues to work even if Semantic Model is not configured.
- No immediate action is required to preserve current functionality, but admins should review CRM data structures to improve response quality.
Primary Service: M365 Copilot
Admin Impact: Medium
User Impact: Medium
Release Start: 06 Oct 2026
Release End: 06 Oct 2026
Services: Dataverse, Dynamics, M365 Copilot, Power Apps, Power Platform
Category: Stay informed
Tags: Admin Action, New Feature, User Adoption
History
10/6/2026 Item Added to Message Center
Microsoft Message
Microsoft is enhancing Sales Agent with Semantic Model capabilities that help the agent better understand CRM data structure, relationships, metadata, and business terminology. This provides richer business context and helps Sales Agent deliver more accurate and relevant responses to seller questions.
Semantic Model enables administrators to configure CRM data, metadata, relationships, views, and glossary terms that Sales Agent can use when grounding responses. This helps improve response quality, especially in environments with custom CRM schemas, business processes, and complex data relationships.
Rollout schedule
Dynamics 365 customers (Public Preview): Available now
- Salesforce customers (Public Preview): Beginning in late October 2026
- General Availability timing will be communicated in a future update.
Impact on your organization
Who is affected
- Administrators managing Microsoft Sales Agent connected to Dynamics 365.
- Administrators managing Microsoft Sales Agent connected to Salesforce.
- Organizations using Microsoft Sales Agent with CRM data sources.
Platforms and services
- Microsoft Sales Agent
- Dynamics 365
- Salesforce
- Power Apps Maker Portal
- Power Platform Admin Center
What will happen
- Beginning in late October 2026, Microsoft plans to enable Semantic Model support for Salesforce customers, expanding Semantic Model capabilities beyond Dynamics 365 environments.
- Sales Agent can use configured CRM metadata, relationships, views, glossary terms, and business terminology to improve grounding and retrieval.
- Semantic Model capabilities are already available in Public Preview for Dynamics 365 customers.
- Salesforce administrators will be able to configure additional CRM signals, including relationships and views, to improve response quality.
- The feature requires administrator configuration before Sales Agent can use Semantic Model data.
- Existing Sales Agent functionality will continue to operate without changes if Semantic Model is not configured.
Action required and recommendations
No action is required to maintain existing Sales Agent functionality.
To take advantage of Semantic Model capabilities:
Dynamics 365 administrators
- Enable Dataverse intelligence in the Power Platform admin center.
- Review Semantic Model configuration in the Power Apps Maker Portal.
- Select additional tables, views, relationships, and metadata that are important to your sales processes.
- Validate that business-critical entities and CRM customizations are represented appropriately.
Salesforce administrators
- Review your CRM configuration before the late October 2026 rollout.
- Identify business objects, views, relationships, and glossary terms that should be included in the Semantic Model.
- After the feature becomes available, configure and fine-tune Semantic Model settings in the Power Apps Maker Portal.
- Validate that important business context is available to Sales Agent.
- We recommend informing CRM administrators and support teams about this capability and updating any internal documentation related to Sales Agent configuration.
Learn more
- Overview of Dataverse semantic model – Power Apps | Microsoft Learn
Compliance considerations
Question: Does the change alter how existing customer data is processed, stored, or accessed?
Answer: Yes. Semantic Model processes CRM metadata, relationships, views, glossary terms, and related CRM context to improve Sales Agent grounding and retrieval capabilities.
Question: Does the change introduce or significantly modify AI/ML or agent capabilities that interact with or provide access to customer data?
Answer: Yes. Sales Agent uses Semantic Model data to better interpret CRM structures and business context when generating responses.
Question: Does the change add any integration to third-party software products?
Answer: Yes. Public Preview support is being introduced for Salesforce CRM environments.