Microsoft Dynamics 365 Sales - version 9.0.25111.10001

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 211 resolves the following issues:

New/Enhanced Functionality

• Adaptive card handling in the Chat Experience enhances security and reliability of CRM solutions.
• Sales agents RTB improvements in the Configuration Agent enhance security, functionality, and user experience.
• Inclusion of email field filter in selection criteria ensures accurate data retrieval and prevents missed records.
• New solution for Configuration Agent improves security and efficiency in customer interactions.
• APAC exclusion added to allow Sales Copilot features without cross-geo consent, improving security and functionality.
• Hierarchy viewer tab added to simplify entity navigation and boost productivity.
• Updates to strings, redlines, and accessibility fixes improve Sales Close Agent usability and compliance.
• Embed chat fixes enhance chat reliability and communication within OneCRM.
• ProcessEngageResult API updated for better test simulation and smoother deal closures (customer impact: more stable deal‑closing experience).
• Step‑by‑step setup topics created for Sales Close Agent to improve user guidance.
• Security fixes applied to Sales.Copilot and CRM.Solutions.AcceleratedSales for safer operations.
• Localized files correctly integrated for better regional user experience.
• Activation handling improvements allow direct record access from Dynamics 365 Sales Hub grids.
• Transition handling between Settings and Chat experience enhanced for reliability.
• Preview tags removed for finalized features, increasing trust and stability.
• Default enablement of CustomResearchInsight ECS flags provides enhanced research insights.
• AI‑driven insights integrated into Sales Close Collaboration Panel for better collaboration.
• Automated notification visibility improved for timely and relevant updates.
• 'Total Number of Risks' column added to risk indicator table for a complete risk overview.
• Microsoft 365 consent descriptions clarified for better user understanding.
• Empty Product and Quote Insights sections hidden in Opportunity Research to reduce UI clutter.
• Sales Insights package versions updated for improved reliability and performance.
• Email prompt upgraded and product recommendation fixed in Sales Close Agent for better guidance and accuracy.
• Rubrics updated for enhanced competitor insights.
• Product configuration improved with AI prompt and list rows connector, enhancing setup experience.
• Out‑of‑segment opportunities excluded from Opportunity Research refresh for more relevant insights.
• Deal Close Agent renamed to Sales Close Agent for consistency and clarity.
• AI prompt improvements enhance decision‑making in sales processes.

Please click here to get the list of new/enhanced functionalities details.

Repaired Functionality

• Account news content filtering improved for more accurate and reliable information.
• "Reset to default" button alignment fixed on the Admin Settings page for a cleaner UI.
• • Text area resizing fixed in MCAPS RO‑mode product section for better usability.
• Engage readiness grid loading issue fixed in UCI for smoother navigation.
• Sales.Copilot input payload reliability improved, enhancing stability.
• Link to Copilot Studio corrected for adding Knowledge Sources, improving workflow continuity.
• Agent emails Knowledge Source tab description updated for clarity.
• Records now open correctly from grids in Dynamics 365 Sales Hub for consistent behavior.
• Playbook path conversion fixed to prevent timeout issues during execution.
• Whitespace added in custom insight citations for better readability.
• Casing corrected in Key Deal Insights citations for consistency.
• Error message padding fixed in Sales Close Agent for improved readability.
• SharePoint URL editing enabled in DCA Admin UI for smoother configuration.
• Dropdown icon truncation removed for better accessibility.
• Privilege errors for salesperson users fixed, reducing access issues.
• Product creation limited to improve interface performance and reduce UI slowdowns.
• Notification added when no matching records are found in SQA RE testing—improves transparency.
• Default 'Name' field removed in product knowledge fields to reduce confusion.
• SharePoint URL editable when empty, improving admin flexibility.
• Product lookup search now queries CRM database, increasing accuracy.
• False unsaved‑changes alerts removed on product pages for smoother editing.
• Action buttons now visible in new notifications, ensuring options aren't missed.
• Customer‑facing error message added for "no record found" in LinkedInExtensions.
• Revenue display accuracy fixed in Opportunity Summary.
• Summary queries correctly directed to DVQnA, improving insight quality.
• Email filter issue fixed in D365 Sales App Copilot for more accurate filtering.
• LogicalName null issue fixed in MeetingPrep query expression.
• Banner summary cached when agent disabled, preventing misleading UI messages.
• Duplicate outreach emails prevented to avoid customer confusion.
• Auto‑reply email processing improved for reduced redundancy.
• Hotfix improves reliability of online evaluations.
• Query check for account research results relaxed for more accurate insight retrieval.

Accessibility Repaired Functionality

• Dropdown icon truncation issue fixed to improve accessibility in Deal Closing Agent.
• Screen reader tooltip announcements improved for Sales Qualification Agent Research Insights.
• Keyboard accessibility enhanced for Bing Search Tooltip.

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