MC1310431: Dynamics 365 Sales - Use historical deal patterns to get better insights in Sales Close Agent
We are announcing the ability to use historical deal patterns to get better insights in Sales Close Agent in Dynamics 365 Sales. This feature will reach public preview on May 29, 2026.
How does this affect me?
With this feature, Sales Close Agent - Research uses historical outcomes where data exists to spot repeat patterns in time, explain why they matter for the current stage, and recommend next actions that have previously succeeded. Key capabilities for sellers include:
- Stage-impact filter: See historical patterns only when they change the recommended next step or priority for the current stage.
- Action required: Pair every pattern with a clear next action (for example, address a repeat objection theme, cover a missing role in the buying group, confirm procurement readiness).
- Explain, then act: Get a clear explanation of what the pattern is, why it matters, and what to do next, so guidance is actionable, not just informative.
- Coverage: Get clear patterns across competitors, stakeholders, timing, objections, solution fit, pricing and discount learnings, and cross-sell and upsell signals where usage and buying trends are available.
What action do I need to take?
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Use historical deal patterns to get better insights in Sales Close Agent.