Summer Updates Coming to the Sales Close Agent
UG Expert Heidi Neuhauser provides an update on what’s coming to the Sales Close Agent this summer, following the Dynamics 365 Release Wave notes becoming available.
Key Takeaways
- Delta-first guidance: This update helps users stay on track at every deal stage. She walks through the changes in the Sales Close Agent that involve added guidance. Public preview comes out in May, and general availability is in June.
- Chat with your deal insights: Users can do this using the ask and refine experience feature in the Sales Close Agent. This enables sellers to use natural language, ask questions, and get insights about the output. Public preview is in May, and general availability is in June for this as well.
- Historical deal patterns: This feature allows sellers to have better insights into sales based on previous deals.
- Personalized opportunity research: If you’re a seller and you feel like your voice isn’t really amplified, you can use this update to add your personal context on anything that pops up here.
- Strength and deal guidance: This is through learning and tuning in the agent. As a seller, you can provide feedback on the guidance, like rating it as helpful or flagging it as unhelpful, so it can perform better in future scenarios.
- Keep deal insights current: This can be set with signal-based triggers inside of your Sales Close Agent. This allows sellers to subscribe to key deal signals so when a meaningful change occurs, the seller will be notified quickly.
