Microsoft Dynamics 365 Sales - version 9.0.25113.10001

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 213 resolves the following issues:

New/Enhanced Functionality

• Outreach emails now have consistent paragraph spacing for better readability.
• EmailCopilotV2 adds an email data fetcher service, improving AI‑generated email accuracy.
• ‘Learn more’ links added to SQA helper cards to guide users more effectively.
• Deal Risk & Importance customization enhances Opportunity Research and Deal Acceleration insights.
• New email & call menu button improves user interaction options.
• New Account Research Summary Synthesizer Flow speeds up understanding of customer accounts.
• New topic added in OR bot for merging account research summaries.
• Update of SCA strings improves AI‑generated content accuracy.
• Update of rubrics for competitor insights improves guidance quality.
• FCS added for COT enhances Deal Close Agent capabilities.
• Additional filtering options added to the Enhanced Add Products grid for more precise selection.
• Prep sheet button moved to the top of the page for easier access.
• Support for right‑to‑left (RTL) languages added in AgentConfigControl for global usability.
• New custom API to get formatted opportunity values improves accuracy in sales workflows.
• Supervisor features enabled by default for better management visibility.
• Removal of the accessibility prompt streamlines agent interactions.
• Error panel added for COT improves troubleshooting clarity.
• Custom API to return rule‑to‑role mapping improves accuracy in user configurations.
• Integration of end‑to‑end simulation flow improves Deal Close Agent reliability.
• Uptake of the latest Sales Insights package versions ensures feature freshness and stability.
• Improved AI efficiency via new services (e.g., EmailCopilotV2 automation).
• Enhanced orchestration reliability via new logs and APIs in Opportunity Research.

Repaired Functionality

• Fixed truncation of content on the Opportunity Research screen during resize.
• Improved visibility of 'About' and 'Detail' tabs in dark mode.
• Fixed keyboard focus order in “Select field to map” dialog.
• Improved screen reader focus on competitor research page.
• Ensured screen reader announces required-field status.
• Eliminated duplicate screen reader announcements.
• Ensured buttons have discernible text in Sales Opportunity Research.
• Fixed toolbar visibility and dropdown truncation in research dialog.
• Improved clarity of summary page headings.
• Removed black border around focused text input box.
• Fixed bullet point display issues.
• Positioned loading text correctly above loading bar.
• Outreach emails have consistent paragraph spacing.
• Improved differentiation of 'learn more' links in outreach emails.
• Added salutation in outreach templates.
• Included AI disclaimers in outreach emails during simulation.
• Fixed outreach mail generation failure due to read privilege issues.
• Prevented duplicate outreach emails, including cases where a previous run was incomplete.
• Passed source application when calling unsubscribe API link.
• Corrected currency display in Opportunity Research Insights.
• Corrected revenue display issues in Opportunity Summary.
• Lead names now display correctly in Sales Agent interface.
• Corrected agent usernames in Deal Close Agent.
• Added additional details to agent summary aligning with design.
• Added static AI disclaimer in quick and step‑by‑step flows.
• Updated knowledge source for improved AI accuracy.
• Improved messaging clarity in value proposition flows.
• Corrected stakeholder entity type in citations.
• Improved citation display for COT.
• Ensured continuous SAR creation and research.
• Enabled custom text for banners.
• Ensured configuration summary is visible during chat.
• Improved Orchestrator reliability and accuracy.
• Made Opportunity navigation link visible on research page header (both initial and repeated cases).
• Fixed incorrect summary text for Target Opportunity.
• Improved fallback logic in Deal Close Agent ensuring smooth behavior.
• Verified bug fixes for reliable Sales Copilot functionality.
• Related records now show even if optional name fields are empty.
• Fixed save‑button enablement issue when changing agent prerequisites.
• Validated SharePoint URL in DCA.
• Used default values for compliance profiles in DCA.
• Fixed permission prompt failure for Dataverse connection.
• Enabled modification of email templates in onboarding.
• Enabled customization for Sales Close Agent search entity.
• Added DLP policy details in error messages.
• Ensured SAR creation not blocked by workflow activation failures.
• Restarted processes correctly after errors.
• Improved record switching speed in modern Sales Agent.
• Reduced unnecessary follow‑ups in value proposition generation.
• Corrected query routing to DVQnA.
• New filtering options added in Enhanced Add Products grid.
• Fixed product dropdown issues (initial and secondary).
• Ensured fetchxml selection criteria always include conditions.
• Ported MSX onboarding fixes for smoother Deal Close Agent onboarding.
• Aligned user experience to design specifications across surfaces.
• Renamed Sales Agent to Setup Agent for improved clarity.
• Chat interface now displays personalized agent names.
• Agent started banner shows agent‑specific information.
• Added introduction context in reentry flow.
• Fixed summary repetition in onboarding workflows.
• Removed manual/quick setup dialog when agent is on.
• Improved compatibility with latest Copilot Solutions versions (multiple instances).
• Improved fallback to options without resuming setup.
• Deal Close Agent recovers smoothly from errors.
• Fixed connector error for data retrieval.
• Improved event value transmission in Deal Close Agent.
• Provided hotfix for online evaluations.
• Fixed start agent event notification.
• Parsed agent profile ID correctly.
• Fixed issues with selected record loading in main form.
• Ensured reliable MeetingPrep logical name retrieval.
• Fixed playbook content modification in Sales Close Agent.
• Prevented repeated auto‑reply email processing.
• Checked feature statuses only when enabled.

Accessibility Repaired Functionality

• Fixed truncation of content on the Opportunity Research screen during resize.
• Improved visibility of ‘About’ and ‘Detail’ tabs in dark mode.
• Fixed toolbar visibility and dropdown truncation in the research dialog.
• Ensured appropriate role attribute values to improve accessibility.
• Improved identification of ‘Learn more’ links without relying solely on color.
• Ensured buttons have discernible text in Sales Opportunity Research.
• Fixed keyboard focus order in the “Select field to map” dialog.
• Screen reader now announces mandatory status for required fields.
• Eliminated duplicate screen reader announcements for input fields.
• Screen reader now announces button states correctly in mapping dialogs.
• Added descriptive alt text to preview images on the lead research page.
• Defined proper title/name for SVG images in Compliance section.
• Ensured appropriate role attribute values for better accessibility.
• Improved identification of 'Learn more' links without relying on color.
• Screen reader now announces button states correctly.
• Defined title/name for SVG images in Compliance sections.
• Added descriptive alt text to preview images on lead research page.

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