We are announcing the ability to get lead research and next best actions in Sales Home in Dynamics 365 Sales. This feature will reach general availability on September 1, 2026.
How does this affect me?This feature helps sellers stay focused on the leads most likely to convert by bringing agent-led research, prioritization, and next best actions directly into Sales Home.
Key functionality of this feature includes:
- View AI-researched lead insights to quickly understand intent, fit, and buying signals.
- See prioritized leads that need attention, based on urgency, value, and engagement.
- Review next best actions per lead, tailored to context and current funnel stage.
- Understand why each action is recommended, with evidence links back to research insights.
- Trigger follow-up, qualify, or unblock the agent directly from Sales Home.
- Track action status and outcomes to ensure no high-value leads stall in the funnel.
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
Get lead research and next best actions in Sales Home.