What's new and planned for Dynamics 365 Sales
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from October 2021 through March 2022. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.
For a list of the next wave's release plans, go to 2022 release wave 1 plan.
In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Accelerator workspace
The sales accelerator workspace offers a guided selling experience, powered by AI, to enable sellers to close more deals.
Digital selling premium showcase
Sellers today need digital tools to meet customer expectations. Selected Dynamics 365 Sales Premium features will be available to customers with a Dynamics 365 Sales Enterprise license to help showcase the value.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Experience sales accelerator, conversation intelligence, and predictive scoring with Dynamics 365 Sales Enterprise license | Users by admins, makers, or analysts | - | - |
Jan 28, 2022 |
Engagement platform and productivity intelligence
The engagement platform and productivity intelligence enables a smooth integration of Dynamics 365 Sales with different communication providers, so sellers can easily onboard digital-selling capabilities.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Make and receive calls and join meetings directly from Dynamics 365 | Users by admins, makers, or analysts |
Jan 1, 2022 |
- | - |
| Advanced and critical business insights for any customer interaction to enable sellers to be more data driven | Users by admins, makers, or analysts |
Mar 31, 2022 |
- |
Apr 22, 2022 |
Forecasting and pipeline analytics
Forecasting and pipeline intelligence with predictive scoring helps sales teams uncover top deals and forecast with confidence.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Manage permissions to include relevant users in the forecasting process | Users by admins, makers, or analysts | - | - |
Oct 1, 2021 |
| Improve predictive scoring by enabling intelligent field augmentation | Users by admins, makers, or analysts |
Aug 1, 2021 |
- |
Oct 1, 2021 |
| Get streamlined views of forecast hierarchies with user filters to more efficiently manage your forecasts | Users by admins, makers, or analysts | - | - |
Feb 1, 2022 |
Mobile
Mobile is an essential part of solving one of the biggest challenges faced by sales organizations today – how to help sellers access what they need, when they need it, wherever they are, and make it easy for them to log and share information in real time.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Quick actions to take action from the mobile app | Users by admins, makers, or analysts | - | - |
Mar 31, 2022 |
Relationship intelligence
Relationship intelligence helps sellers use the information in their selling system across Dynamics 365 and Microsoft 365 to identify, build, and nurture relationships with their customers.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| LinkedIn Sales Navigator integration migration from cookie-based to token-based authentication | Users, automatically | - | - |
Dec 3, 2021 |
* You are able to opt into some features as part of early access on August 2, 2021, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.
Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.