Smarter selling, stronger teams, greater impact – that’s what’s new for Dynamics 365 Sales this year. Or at least, that's what underpins the new Dynamics 365 Sales features announced this month.
In this article we summarise what’s new in Dynamics for Sales, break down the biggest changes, and outline how they could supercharge sales in your business. Where possible release dates have been included, but these are subject to change as per Microsoft's terms and conditions.
Before we dive into the changes, it's worth mentioning that Microsoft are leveraging AI in Dynamics 365 in a big way this year – and not just in sales. Many new changes place Copilot and agents at the heart of the service, with the clear aim of helping businesses like yours scale their sales without being limited by capacity.
New features will allow salespeople and developers to build and connect AI agents to workflows (and eventually third-party apps), sales leaders will have access to next-gen AI insights through Dynamics Sales Research Agent, and that’s just the start!
To begin, let's look at Sales Qualification Agent, an AI assistant coming to Dynamics in October:
Earlier this year 2025, Sales Qualification Agent (SQA) was released for preview. Designed to support salespeople to create a pipeline that is robust enough to meet targets, the agent uses CRM and public web-sources to automate time-intensive tasks that don't contribute directly to sales.
In October 2025 SQA will be available to all businesses, allowing them to automate lead research, prioritise qualification autonomously, and even create personalised emails to move prospects further down the pipeline. But what are the specific capabilities that Sales Qualification Agent will have on release?
Sales Qualification Agent will automatically verify email addresses and determine if they're a work or personal email - before you ever start working on them.
When a lead is shared with a salesperson, it will be immediately apparent if the email is invalid (or if it's a personal address), saving sales teams countless wasted hours chasing leads from low-value or unreachable emails.
For work done autonomously, Sales Qualification Agent will only use validated emails as part its lead research, qualification, and outreach. Additionally, salespeople will be able to quickly correct any emails the agent marks incorrectly, without leaving the record (for example, personal email vs work account).
Sales Qualification Agent will be able to reply to emails, using knowledge sources set up by your company admin. With them, SQA can research leads, send a first outreach email, and even continue a conversation over email - completely autonomously! It will then qualify and pass any warm leads generated to a relevant member of the team for follow-up.
Its worth noting that the agent only continues conversations autonomously if capable, based on knowledge sources your business has set up. If not, it will hand the conversation off to a salesperson and provide a pre-filled draft for them to sign off (or change).
This means you don't have to worry about the wrong thing being said to the wrong person, while still benefiting from automated lead pipeline progression and a more efficient sales team.
Through new integration features from the Model Context Protocol server (more on that below) Sales Qualification Agent will be available both out of the box and across first-party apps, with an eventual rollout to third-party apps too.
With that in mind, let's look at new features coming to Dynamics 365 via Copilot.
Dynamics 365 is getting a big upgrade in terms of Copilot features. The main goal here is use AI assistants to automate time-consuming admin tasks that would otherwise get in the way of revenue-driving activities.
In this case, the addition of Copilot functionalities to Dynamics 365 will greatly reduce admin time, enabling sales team members to focus on building better customer relationships, drive sales, and grow their pipeline (and your business).
Here are the Copilot functionalities coming to Dynamics 365 Sales in October 2025:
Copilot's data-entry assistance capabilities are heading to Dynamics 365 Sales, meaning teams won't have to manually enter data from sources like web forms, business cards, or scanned documents.
With Copilot form assist, salespeople will be able to upload files, emails, and images into Dynamics, then let Copilot take over. The AI assistant will then extract the information they need (for example, name, email, number, and company size) before uploading it to Dynamics 365 and intelligently mapping it to relevant fields. This is a big step forward in reducing manual data entry for your sales team and a win-win for everyone.
With embedded Copilot summaries, sales teams will gain instant access to relevant deal information without the need to manually search through a record. This reduces admin time further and enables salespeople to understand the context of a new deal quicker than ever before.
With this extra time, your sales team can focus on increasing the deal's revenue and success rate, by discovering upsell opportunities or building great wraparound services.
The AI summary will be included at the top of the record and - importantly - won't require salespeople to open the side panel. This means they can access the information they need, without breaking focus or leaving the record.
The new banner will automatically be added to all Lead, Opportunity, and Account forms in October 2025 with the following features:
In October 2025, businesses using Dynamics Sales will be able to connect AI agents to sales workflows with ease, via the new Model Context Protocol (MCP) server.
Take the Sales Qualification Agent mentioned above as an example. While teams who work entirely in Dynamics will be able to use it "out of the box", teams with multiple systems or with processes won’t.
That's where the MCP server comes in - allowing a team to easily integrate AI agents like SQA into existing workflows.
This feature will be available for Microsoft products at first but will eventually be open to third party integrations too. It's as simple as adding the MCP server as a tool in Copilot studio and creating the integration.
Going into preview in August and then launching to the public in October 2025, the Hierarchical Relationship Visualiser (HRV) is designed for businesses with large, complex customers that hold multiple accounts.
The new hierarchy control will visualise complex hierarchy data and highlight factors like shared decisions-makers or common connections. This allows salespeople to understand large customers quicker, leaving more time for activities that will maximise the revenue opportunity.
The hierarchies will be editable, giving your team the power to update, edit, and view customer information easily - without ever leaving the page.
In preview since April, Sales Research Agent (SRA) for Dynamics 365 is a new AI assistant that is set to transform decision-making for sales leaders. It will be available in the Dynamics sidebar (for users with the right permissions) in 2026 at the latest.
With Sales Research Agent, leaders can harness AI to "speak" directly with their data, to gain a deep understanding of performance across products, territories, and teams.
SRA will do this by managing multiple agents to create reports (or "journeys") which contain powerful insights that allow sales leaders to make impactful, data-driven decisions. This can be done with pre-suggested prompts, or leaders can create their own. Examples of prompts include:
To understand what that looks like in practice, let's break down an example prompt and its response: A Sales Director asks Sales Research Agent to "assess our sales execution this quarter."
From this, Sales Research Agent gets to work. It asks Planner Agent to create a research plan and manage other specialised agents deliver against it. Then, Planner Agent builds a workflow and ask other AI agents to consider things like; the biggest contributors to sales pipeline/closed deals, actual sales vs target sales, and open pipeline by sales stage.
Next, Data and Research Agents will gather, analyse, and transform this information into the insights you need. While User Experience Agent visualises the data in an easily digestible format, providing diagrams, charts, or graphs where appropriate.
The report is generated, including headline summaries and the option to dig deeper into every section. In this case, you could dig into why a team member is a top contributor, which services have generated the most upsell opportunities, or what reasoning AI agents have used for their research outputs.
Best of all, this feature will be self-serve, putting sales leaders in the driving seat of their data like never before. While also reducing burden on IT staff.
That’s it for what’s new in Dynamics 365 Sales for 2025 and 2026, but we're excited to see powerful Copilot functionalities, new agents, and new ways for sales leaders to better understand their business go live on Dynamics in the coming year.
To learn more about what Dynamics can do in a business like yours, download our Dynamics of Success report by clicking the banner below: