Overview of Dynamics 365 Sales Insights 2020 release wave 2


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Dynamics 365 Sales Insights provides AI capabilities for accelerating sales, building better customer relationships, automating tasks, and guiding organizations to proactively pursue opportunities at the right time and with the right context. Furthermore, coaching and learning can be tailored to each organization. Using sales intelligence, Dynamics 365 Sales Insights empowers everyone in the sales organization to be more productive, agile, and customer focused—ultimately closing more deals, faster.

To help organizations adjust to recent changes in the world, Dynamics 365 Sales Insights brings together sales information via Dynamics 365, communications via Microsoft 365, relationships via LinkedIn, collaboration via Microsoft Teams, and transform selling via the power of AI and Microsoft Power Platform.

With the 2020 release wave 2 of Dynamics 365 Sales Insights, there's a continued emphasis on volume selling, relationship building, time-saving data automation, and overall improved usability.

The challenges of sales organizations described in this section are based on enterprise research, analyst reports, and conversations with customers.

2020 release wave 2 themes

  • Sales acceleration: Sales accelerator helps inside sellers to further accelerate their sales rhythm, manage their interactive workday by prioritizing activities related to leads or opportunities, and engage directly with customers through integrated emails and phone dialer. In this release, we'll support automatic leads routing based on sales and marketing automation, enable organizations to connect with their customers across digital messaging channels, and encourage sellers to reach their goals.

  • Conversation intelligence: By automatically transcribing calls and analyzing content, sentiment, and behavioral style, conversation intelligence provides meaningful insights. Sellers can effectively guide buyers toward a purchase by using proven conversation techniques. In this release, we'll introduce the ability to generate Teams calls right from within the sellers' workflows, inside their CRM, with conversational KPIs and advanced business insights surfaced on top of those calls.

  • Advanced forecasting and pipeline intelligence: Predictive forecasting and pipeline intelligence with predictive lead scoring and predictive opportunity scoring help sales teams uncover top deals. Intelligent scores offer sellers guidance on where best to invest their time, improving resource allocation and increasing productivity.

  • Relationship intelligence: Relationship intelligence helps sellers identify, build, and nurture relationships with their customers. This release extends the breadth of communications to include customer-related calls and online meetings from Teams.

As always, we want to hear from our customers and partners with any ideas or thoughts about Dynamics 365 Sales Insights. To learn more or give us feedback, please go to:

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