FEATURES.mdv6 · history
Published docs in the Dynamics 365 Sales KB: Consultant-focused KB for Microsoft Dynamics 365 Sales: implementation notes, gotchas, and configuration decisions beyond the official docs — across pipeline management, opportunities, forecasting, sequences, sales accelerator, Copilot, integrations, administration, and licensing. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://365-almanac.app/kb/d365sales.
🆕 New & Updated
| Date | Change |
|---|---|
| 2026-10-28 | Updated Sales Opportunity Agent — unresponsive stakeholder roles replace unresponsive champion, and stage-based risk thresholds now follow a chosen business process flow. |
| 2026-09-27 | New: Sales Development Agent — Power BI Reporting (Public Preview) — Copilot in Sales; OData feed of prospect and engagement data for Power BI Desktop, manager-only, join on EngagementId. |
| 2026-09-23 | Updated: Sales Opportunity Agent — source repointed after Microsoft renamed Opportunity Research Agent to Sales Opportunity Agent across the doc set on 22 Sept 2026. Added the initial run, which researches every open opportunity matching the selection criteria before the refresh schedule takes over — a one-off consumption spike nobody budgets for — and the warning that Sales Close Agent is a separate product whose article paths are still tangled with this one's. |
| 2026-09-19 | New: Recommended Actions Agent (GA Sept 2026) — aggregates and globally ranks actions from Sales Opportunity, Sales Qualification, Data Enrichment and custom agents into one Suggested actions carousel; UICE scoring (Urgency/Impact/Confidence/Effort), consumption billing on actions processed (Data Enrichment shown but unranked and unbilled), needs Read Only Grid on the list page, nine privileges for custom security roles — Copilot in Sales. |
| 2026-09-19 | Updated: Sales Qualification Agent — added the Connected skills > Recommended Actions toggle: the agent feeds the Recommended Actions carousel on the Leads list page by default, and its prioritised actions are charged. |
| 2026-09-18 | New: Sales Development Agent — Multi-User Access (Public Preview) — Copilot in Sales; Manager/Supervisor roles on a Sales Development agent instance, Teams group chat up to 10 people, access granted only from the manager's one-to-one chat, non-transferable Manager role, and the whole chat going silent when an unauthorised person joins. |
| 2026-09-17 | New doc — Sales Opportunity Agent: scheduled research over a defined opportunity segment producing importance/risk ratings, deal summary and recommended actions; 11 configurable risk criteria and 6 importance criteria plus custom ones; up to 10 instances sharing one capacity pool; irrevocable Microsoft 365 email consent. |
| 2026-09-10 | Initial backfill — 71 docs published across all 11 categories. |
By category
| Category | Docs |
|---|---|
| Pipeline Management | 7 |
| Opportunities | 7 |
| Leads & Activities | 6 |
| Forecasting | 6 |
| Sequences & Cadences | 6 |
| Sales Accelerator | 6 |
| Copilot in Sales | 10 |
| Integrations | 7 |
| Administration | 7 |
| Licensing | 6 |
| Decision Guides | 7 |
| Total | 75 |
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