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Dynamics 365 Sales - Carry out suggested actions faster and more effectively

Microsoft 365 Message Center Archive by Merill Fernando · Microsoft may not have sent this notice to your tenant.

Rollout

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What the notice says

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We are announcing the ability to carry out suggested actions with built-in context and guidance directly within the flow of work in Dynamics 365 Sales. This feature will be available in preview on June 18, 2026. How does this affect me? Users will be able to view prioritized recommended actions along with relevant context, insights, and key details needed to complete those actions without additional research. This enables faster execution of tasks such as sending emails or scheduling meetings directly within existing workflows in Dynamics 365, reducing context switching and improving efficiency in deal progression. This feature will be available within the sales workflow as part of recommended actions and will surface directly in user experiences without requiring additional navigation. What action do I need to take? This message is for awareness, and no action is required.

What changed

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ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

Sources read 26 Oct 18:49 UTC · 272 of 272 readable · 271 fully read · documentation 469/469 current