Microsoft Dynamics 365 Sales - version 9.0.26051.10001

Update package	Version number
Service Update 217 for Microsoft Dynamics 365 Sales version 9.0.26051.10001 (or higher)	9.0.26051.10001

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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 217 resolves the following issues:

New/Enhanced Functionality

• Added text count indicator for the Product value proposition multiline text box.
• NBA design enhancements for improved user experience.
• Revamped Connected agent settings in Data Enrichment Agent setup.
• Enabled card click to open the Research page with context from the risk section.
• Added Connected agents navigation summary in the Data Enrichment Agent dialog.
• Improved End of Conversation flow experience.
• Updated Outreach email request timeout and cache handling for better reliability.
• Changed Opportunity Research default refresh frequency to 14 days.
• Added new saved query for recommended actions on top deals.
• Online evaluations UX update: Added “Preview” and sample count support.
• NBA Agent setup fit-and-finish improvements.
• Created new view for recommended action agent.
• Hid “Other” category and filtered numbers from total aggregates in Competitor view.
• Added “Dismiss” functionality for individual Data Enrichment Agent cards.
• Updated Opportunity Research lookback default to 90 days.
• Moved NBA toggle to Connected Skills under the Guidance section.

Repaired Functionality

• Fixed issue where user access buttons were not fully clickable in configuration.
• Fixed issue allowing users to track emails in a conversation even when synced by a different user.
• Corrected Outreach simulation to show leads from the appropriate profiles.
• Fixed citation links incorrectly pointing to profile URLs.
• Prevented accidental loading of existing SQA configurations in the UI.
• Fixed issue where follow-up emails were not sent for specific contacts.
• Improved subtext wording in configuration settings for better clarity.
• Prevented citation text, links, or syntax from appearing in Value Proposition content.
• Removed misleading message about switching back to quick setup.
• Updated messaging regarding potential data loss when switching to manual setup.
• Disabled prompt to update existing configuration.
• Fixed missing M365 consent check for seller flow.
• Ensured subgrid filters in Pipeline view are reflected correctly in metrics panel.
• Fixed inability for supervisors to run TCP Prefill.
• Prevented streamed text from MCS responses appearing in chat UI.
• Corrected incorrect total opportunity count displayed in carousel header.
• Updated connected skills settings content.
• Fixed issue where side pane did not open when navigating from focused view.
• Corrected NBA carousel header to display accurate total count.
• Improved clarity of “See all” view name for recommended actions.
• Fixed simulation mode blocking processing of outreach SARs.
• Enabled starting the agent without completing simulation for SQA Research.
• Removed numbers from carousel subheader for improved clarity.

Accessibility Repaired Functionality

• Fixed issue where narrator did not announce status messages in Test insight flyout.
• Corrected mismatch between visual and programmatic names for access type and sellers.
• Improved keyboard focus indicator visibility on date controls.
• Fixed text truncation issues when applying text spacing in custom filters.

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