What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from October 2022 through March 2023. 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 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.

Conversation intelligence

Conversation intelligence lets your sales teams capture customer interactions, automatically transcribe calls, analyze content, and deliver insights.

Feature Enabled for Public preview Early access* General availability
Capture every customer interaction to provide real-time insights and action items Users by admins, makers, or analysts Jan 2023 - Mar 2023
Correlate conversation style to business outcomes for more effective selling Users by admins, makers, or analysts Jan 2023 - Mar 2023
Get tips and suggestions while on a call with customer Users by admins, makers, or analysts Jan 2023 - Mar 2023
Use AI-powered insights to guide your customer conversations Users by admins, makers, or analysts Jan 2023 - Mar 2023

Forecasting and pipeline intelligence

Provide sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline.

Feature Enabled for Public preview Early access* General availability
Override column headers in the forecast grid Users by admins, makers, or analysts Jan 2023 - -

Reporting

Quick and easy access to comprehensive and standardized Dynamics 365 Sales product usage insights.

Feature Enabled for Public preview Early access* General availability
Access comprehensive and standardized Sales product use insights quickly, easily Users by admins, makers, or analysts Jun 15, 2022 - Jan 2023
Track your progress using seller dashboard Users by admins, makers, or analysts - - Mar 2023

Sales accelerator and process automation

Guide sellers with predictive analytics and process automation in a single workspace to close more deals.

Feature Enabled for Public preview Early access* General availability
Engage with your customers using SMS Users by admins, makers, or analysts Jan 2023 - -
Customizable worklist cards for right contextual information to the seller Users, automatically - Aug 1, 2022 Oct 3, 2022
Enhanced sequence creation experience with new designer Users, automatically - Aug 1, 2022 Oct 21, 2022
Use sequences and Up next with any form, and empower sellers to create sequences Users, automatically Aug 15, 2022 - Oct 21, 2022
Improve customer engagement by identifying duplicate leads and contacts Users by admins, makers, or analysts - - Nov 2022
Improve sales processes using A B testing in sequences Admins, makers, marketers, or analysts, automatically - - Jan 2023
Coach sellers with manager dashboards and improve seller efficiency with seller KPIs Users by admins, makers, or analysts Dec 3, 2021 - Jan 2023
Guide sellers to work simultaneously Admins, makers, marketers, or analysts, automatically - - Feb 2023
Improve lead engagement rates with validated emails Users by admins, makers, or analysts Oct 2022 - Mar 2023
Improve assignment accuracy using segment priority Admins, makers, marketers, or analysts, automatically - - Mar 2023
Improve process efficiency using sequence insights Admins, makers, marketers, or analysts, automatically Feb 2023 - To be announced

Teams and Outlook collaboration

Enable sellers to be productive from wherever they are with Dynamics 365 integrations between Microsoft Teams and Outlook.

Feature Enabled for Public preview Early access* General availability
Microsoft Viva Sales Users by admins, makers, or analysts Aug 1, 2022 - Oct 3, 2022

* You are able to opt into some features as part of early access on August 1, 2022, 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.