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[This article is prerelease documentation and is subject to change.]
Closing complex deals isn’t just about selling well. You need to build trust, manage relationships, and keep track of many quick changes—like customer conversations, updates from your team, and what competitors are doing—all of which can affect your deal.
The Opportunity Research Agent in Dynamics 365 Sales helps you stay ahead by surfacing emerging risks early, spotlighting the most promising opportunities, and synthesizing insights from across your data sources into one clear view. The agent doesn’t replace your judgment. It equips you with sharper visibility, so you can focus on the right opportunities and move decisively.
Watch this video to learn how the Opportunity Research Agent helps you focus on the most important opportunities and provides insights and recommendations to close deals faster:
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
How does the Opportunity Research Agent help you?
The agent pulls together CRM updates, email threads, meeting intelligence, and real-time web research to deliver timely, actionable insights:
Detect risks early: Whether it’s a disengaged stakeholder, slowing momentum, or competitive pressure, the agent flags risks and recommends targeted actions to keep your deal moving forward.
Prioritize with confidence: Based on real-time signals, see which deals are gaining traction, which are at risk, and where your effort will drive the most impact.
Get the full picture, fast: View buyer needs, stakeholder roles, competitor mentions, and deal health in one unified place without having to sift through multiple sources. The agent synthesizes insights from CRM, emails, meetings, and web research to give you a comprehensive view of your deal.
Capacity usage
The Opportunity Research Agent uses the capacity assigned to your tenant to process leads and generate insights. You can set up either prepaid capacity or pay-as-you-go capacity for the agent. Use the following resources to learn more about setting up capacity and monitoring usage:
Responsible AI
Opportunity Research Agent is built with responsible AI principles in mind. The agent has been carefully evaluated to ensure that it meets quality standards and is designed to be used as a productivity tool. For more information about the agent's responsible AI practices, go to FAQs about Opportunity Research Agent.
How to set up and use the agent
Depending on your role, use the following links to configure and use the Opportunity Research Agent:
| Role | Action |
|---|---|
| Admin | Configure the Opportunity Research Agent |
| Seller | Work on opportunities researched by the Opportunity Research Agent |