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A slide titled “Product Updates” covers “Becoming a Frontier Firm with Microsoft Copilot and Dynamics 365 CE.” It features Travis South, Marketing Specialist, alongside the New Dynamic logo.

Becoming a Frontier Firm with Microsoft Copilot and Dynamics 365 CE

Blog, D365 Product UpdatesBy KathrynJanuary 20, 2026

Microsoft Copilot and AI Agents across Dynamics 365 CE are helping organizations move from insight to action and operate as true Frontier Firms. This post explores how Copilot and agent-driven capabilities support sales, service, field operations, and marketing—turning connected data into practical, everyday intelligence.

A slide titled PRODUCT UPDATES announces Microsoft Dynamics 365 Sales Close Agents: AI-Powered Support for Smarter Selling. It highlights Research and Engage with a photo of Travis South, Marketing Specialist, and the New Dynamic logo.

Microsoft Dynamics 365 Sales Close Agents: AI-Powered Support for Smarter Selling

Blog, D365 Product UpdatesBy KathrynJanuary 7, 2026

Microsoft Dynamics 365 introduces AI-driven Sales Close Agents designed to help sales teams act faster, prioritize smarter, and close deals with confidence. Learn how the Research and Engage agent types deliver real-time insights, automate customer engagement, and support every stage of the sales process.

"Product Updates" article written by Travis South

Microsoft Dynamics 365 Sales Qualification Agent Harnesses the Power of AI to Enhance Your Management of Leads

Blog, D365 Product UpdatesBy KathrynNovember 20, 2025

Streamline lead management with the Dynamics 365 Sales Qualification Agent. Automate research, engagement, and handoff to boost sales efficiency and accuracy.

"Product Updates" article written by Travis South

Introducing Microsoft Dynamics 365 Sales Research Bench: The Standard for AI-Driven Sales Research

Blog, D365 Product UpdatesBy KathrynNovember 11, 2025

Microsoft’s new Sales Research Bench sets the standard for AI-driven sales insights. See how it measures and improves the accuracy and clarity of AI sales research tools.

"Product Updates" article written by Travis South

Elevating Sales Success Through Microsoft Dynamics 365 Research Agent: Unlocking Trust and Transformation with Thorough Assessment

Blog, D365 Product UpdatesBy KathrynOctober 29, 2025

How Microsoft’s new Sales Research Agent in D365 empowers leaders with AI-driven insights, transparency, & reliable decision-making tools

"Product Updates" article written by Mike Springer

Use AI Assistance with Microsoft Dynamics 365 Excel Data Imports

Blog, D365 Product UpdatesBy KathrynOctober 8, 2025

Microsoft’s new AI-assisted Excel data import feature for Dynamics 365 streamlines Dataverse mapping with intelligent field suggestions and automated matching.

Blog post written by Travis South

Turn Insights into Impact with Microsoft Copilot Visualize Charts

Blog, D365 Product UpdatesBy KathrynSeptember 17, 2025

Turn insights into lasting impact with Microsoft Copilot’s Visualize Charts—now featuring AI-powered visualizations you can save, style, and share seamlessly across your apps.

Blog post: 2025 Release Wave 2 for Dynamics 365 by Brian Kretchman

AI Tools Get Smarter with 2025 Release Wave 2 for Microsoft Dynamics 365

Blog, D365 Product UpdatesBy KathrynJuly 23, 2025

The latest updates in the 2025 Release Wave 2 for Dynamics 365 brings powerful new AI tools for Sales, Marketing, & Customer Service, improving efficiency & customer experiences.

A blog post header reads AI Agents Are Redefining Dynamics 365 Customer Service, featuring a photo of Travis South, Marketing Specialist, and the New Dynamic company logo at the bottom right.

AI Agents Are Redefining Dynamics 365 Customer Service

Blog, D365 Product UpdatesBy Payton ErwinJuly 15, 2025

New AI Agents for Dynamics 365 now in preview: automate support, uncover insights, and reduce costs.

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