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Dynamics 365 Sales - Create records in Dynamics 365 Sales using Sales agent

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

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What the notice says

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We are announcing the ability to create records using Sales agent in Dynamics 365 Sales. This feature will reach general availability on September 30, 2026.How does this affect me?Users will be able to create contacts, accounts, opportunities, and other Dynamics 365 Sales records directly in Microsoft 365 Copilot Chat. An interactive form will appear inline in the chat and use conversation context to prepopulate relevant fields. Users can review and edit the values before submitting the record without switching apps, opening pop-ups, or navigating to another page.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 Set up record creation in Dynamics 365 with Sales agent.

https://aka.ms/ADO17337

What changed

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What this page cannot tell you

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