MC1329306 — Dynamics 365 Sales – Plan your sales portfolio with Sales Research Agent

We are announcing the ability to utilize Portfolio Planning to plan your sales portfolio using the Sales Research Agent in Dynamics 365 Sales. This feature will reach general availability on July 31, 2026. How does this affect me? Portfolio Planning is an AI-first capability in Sales Research Agent that turns CRM data, lakehouse signals (such as budgets, targets, usage, billing, and adoption), and web context into a continuously updated plan across accounts, territories, segments, and partners....