MC1296879 — Dynamics 365 Sales - Chat with your deal insights using ask-and-refine experience in Sales Close Agent (preview)

We are announcing the ability to chat with your deal insights using an ask-and-refine experience in Sales Close Agent in Dynamics 365 Sales. This feature will reach public preview on May 15, 2026. How does this affect me? This feature allows users to use an ask-and-refine experience in the Sales Close Agent that provides guidance for deal insights. Key capabilities for sellers include: Ask questions in context: Ask questions directly within an opportunity to tailor meeting prep, assess risks, an...