What's new and planned for Dynamics 365 Sales Insights
Important
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.
This topic lists features that are planned to release from October 2020 through March 2021. 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 previous wave's release plans, go to 2020 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.
Advanced forecasting and pipeline intelligence
Predictive forecasting and pipeline intelligence with predictive lead and 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.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Enhanced predictive forecasting and deal flow experience | Users by admins, makers, or analysts | - |
Oct 23, 2020 |
| Form designer support for predictive score widget | Admins, makers, marketers, or analysts, automatically | - |
Oct 23, 2020 |
| Improved snapshot experience | Users, automatically |
Aug 3, 2020 |
Oct 23, 2020 |
| Modified infrastructure for scoring leads and opportunities | Users, automatically |
Aug 3, 2020 |
Oct 23, 2020 |
| Redesigned predictive score experience | Users, automatically |
Aug 3, 2020 |
Oct 23, 2020 |
Conversation intelligence
Conversation intelligence provides meaningful insights by automatically transcribing calls and analyzing content, sentiment, and behavioral style. Sellers can effectively guide buyers toward a purchase by using proven conversation techniques.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Holistic customer view in one place | Users by admins, makers, or analysts |
Nov 30, 2020 |
|
| Easily onboard with out-of-the-box Teams dialer integration | Admins, makers, marketers, or analysts, automatically |
Feb 15, 2021 |
To be announced |
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 | General availability |
|---|---|---|---|
| Relationship Analytics with similar opportunities is generally available | Users by admins, makers, or analysts |
Apr 18, 2020 |
Dec 1, 2020 |
Sales accelerator
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.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Provide sellers with conversation insights right where they conduct their daily business | Users by admins, makers, or analysts |
Feb 15, 2021 |
|
| Boost productivity with an intelligent and organized work list | Users by admins, makers, or analysts |
Oct 10, 2020 |
Jan 11, 2021 |
| Provide sellers with more granular control over a sequence | Users by admins, makers, or analysts |
Oct 10, 2020 |
Jan 11, 2021 |
| Streamline the sales admin experience | Admins, makers, marketers, or analysts, automatically |
Oct 10, 2020 |
Jan 11, 2021 |
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.