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MC1391944 | Dynamics 365 Sales – Redesigned Opportunity Research helps sellers understand deals and take action faster



MC1391944 | Dynamics 365 Sales – Redesigned Opportunity Research helps sellers understand deals and take action faster

Classification stayInformed
Last Updated 06/15/2026 12:38:31
Start Time 06/15/2026 12:32:14
End Time 07/15/2026 12:32:14
Message Content We are announcing a redesigned Opportunity Research experience that helps sellers understand deals faster and take action with confidence in Dynamics 365 Sales. This feature will reach general availability on July 10, 2026.

How does this affect me?

The redesigned Opportunity Research experience helps you quickly understand the state of a deal and focus on the actions that matter most. Instead of reading long narratives and interpreting generic signals, you receive concise summaries, prioritized insights, and recommended next steps that help you move opportunities forward with greater confidence. This feature update will be available for users who have enabled Sales Opportunity Agent in Dynamics 365 Sales.

As a seller, you can:

  • Start with a redesigned research experience organized around how sellers work―understand the deal, identify priorities, decide next actions, and explore details only when needed.
  • Get instant deal context through an enhanced deal header that surfaces key information including opportunity details, sales stage, deal value, close date, overall risk indicators, and freshness of insights.
  • Review a concise opportunity summary that explains what is happening in the deal, what is progressing well, what may be blocking momentum, and the recommended next action.
  • Quickly identify the highest-priority risks with clear descriptions, supporting evidence, business impact, and a recommended action for each item.
  • Discover additional actionable insights presented as easy-to-scan cards that highlight important observations and opportunities to improve deal outcomes.
  • Expand detailed research sections including stakeholders, customer pain points, account context, competitive landscape, and opportunity health, only when you need deeper context.
  • Understand how insights were generated through transparency indicators that show contributing sources such as CRM data, emails, meetings, and external signals to help build confidence in recommendations.

What action do I need to take?

This message is for awareness, and no action is required.

Machine Translation 私たちは、Dynamics 365 Salesで诱撙∫颏瑜暝绀斫猡贰⒆孕扭虺证盲菩婴扦毪瑜χг工搿⒃僭Oされたオポチュニティリサ`チ体Yをk表します。このC能は2026年7月10日に一般公_されます。

これが私にどう影するのでしょうか?
再OされたOpportunity Research体Yは、取引のF状を素早く把握し、最も重要な行婴思肖工毪韦艘哿沥蓼埂iLいh明をiんだり、一般的なシグナルを解したりする代わりに、な要s、先位付けされた洞察、そして次のステップの提案を受け取り、より自信を持ってチャンスを前Mさせることができます。このC能アップデ`トは、Dynamics 365 SalesでSales Opportunity Agentを有郡摔筏骏姗`ザ`向けに提供されます。

婴晔证趣筏啤胜郡弦韵陇韦长趣扦蓼:

  • まずは、婴晔证Pき方に合わせて再Oされたリサ`チ体Yから始めましょう。取引を理解し、先事を特定し、次の行婴Q定し、必要なrだけを探求しましょう。
  • C会の、佣坞A、取引愆`ジング日、全体的なリスク指恕⒍床欷涡迈rさなどの重要情螭虮硎兢工化されたディ`ルヘッダ`を通じて、即座に取引の文}を得られます。
  • 取引のM行状r、{にMんでいる点、荬い蚍沥菠皮い肟赡苄预韦氲恪饯筏仆Xされる次の行婴蛘h明するなC会要sを直しましょう。
  • 先度の高いリスクを、明_なh明、Y付けとなる^、ビジネスへの影、各目にする推X行婴蜓杆伽颂囟à筏蓼筏绀Α
  • 重要なQ察やディ`ルY果改善のC会をH立たせる、スキャンしやすいカ`ドで追加のg践的な洞察をkしましょう。
  • ステ`クホルダ`、客のn}、アカウントの文}、争h境、C会の健康など、なリサ`チセクションをし、より深い文}が必要な龊悉韦咝肖い蓼埂
  • CRMデ`タ、メ`ル、会h、外部シグナルなどの寄与ソ`スを示す透明性指摔蛲à袱匹ぅ螗单ぅ趣嗓韦瑜Δ松嗓丹欷郡蚶斫猡贰⑼扑]にする信mをBくのに役立ちます。

どんなを取ればいいのでしょうか?
このメッセ`ジは意R向上のためのものであり、行婴媳匾辘蓼护蟆