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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Mar 2026 |
Business value
Sales Research Agent in Dynamics 365 Sales empowers you to explore complex business questions through natural language conversations with your data. It leverages a multimodal, multimodel, and multi-agent architecture to reason over intricate, customized schemas with deep sales domain expertise. The agent delivers novel, decision-ready insights through narrative explanations and rich visualizations tailored to the specific business context.
For sales leaders, this means the ability to self-serve on real-time trustworthy analysis, spanning CRM and other domains, which previously took many people days or weeks to compile, with access to deeper insights enabled by the power of AI on pipeline, revenue attainment, and other critical topics.
Feature details
As a sales manager, you can now:
- Create multibranch research journeys across Dynamics 365 Sales data and Fabric lakehouse data, and enrich analysis with local files such as Excel and PDF.
- Start quickly with AI‑suggested, role‑optimized research topics, or ask your own questions using natural language.
- Use the AI cursor to interact directly on the canvas—start conversations, drill into findings, adjust visualizations, or add new data sources.
- View the reasoning behind research outcomes to understand how insights were derived.
- Save research workspaces, refresh them with new data, and regenerate blueprints or research findings as your business evolves.
- Define custom business functions with your own schemas, acronyms, and domain context to tailor analysis to your organization.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.