Roadmap ID 578898
In development
Dynamics 365 Sales: Autonomously generate quotes and drive sales with Sales Development Agent
Microsoft 365 Message Center Archive by Merill FernandoSummary
Sales Development Agent (SDA) can take leads from qualified opportunities to closed deals.
Key capabilities include
Generating quotes through D365S as well as 1P/3P systems and sharing them with customers to company branded templates.
Connectivity to quoting and transaction systems managed through Agent 365 MCP registry.
Answer questions about the quote and adjust details based on customer feedback.
Facilitate customers completing self-service transactions.
Escalating to human sellers when customers are blocked and need human intervention.
Configuration through interactive chat experience with each agent instance.
- Status
- In development
- General availability target
- Mar 2027
- Preview target
- Not published
- Products
- Dynamics 365 Sales
- Clouds
- Worldwide (Standard Multi-Tenant)
- Release phases
- General Availability
- Platforms
- Web
- Source created
- 3 Nov 2026
- Source modified
- 3 Nov 2026 · 8d ago