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MC1310377: Dynamics 365 Sales - Get lead research and next best actions in Sales Home

Tophhie Cloud Blog May 15, 2026
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We are announcing the ability to get lead research and next best actions in Sales Home in Dynamics 365 Sales. This feature will reach public preview on June 1, 2026.

How does this affect me? This feature helps sellers:

  • Focus on the leads most likely to convert by bringing agent-led research, prioritization, and next best actions directly into Sales Home.
  • Quickly review key insights.
  • Understand why a lead matters.
  • See the recommended next step.

By highlighting which leads require attention and what to do next (follow up, qualify, or unblock the agent), teams reduce time-to-first touch, improve consistency of lead handling, and increase throughput without adding headcount.

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.

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