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 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 next wave's release plans, go to 2023 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 |
|---|---|---|---|---|
| Use AI-powered insights to guide your customer conversations | Users by admins, makers, or analysts |
Jan 23, 2023 |
- | To be announced |
Forecasting and pipeline intelligence
Provide sales teams with predictability to their revenue forecasts through 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 |
Feb 13, 2023 |
- | - |
| View prediction for a new lead in near real time | Users by admins, makers, or analysts | - | - |
Jan 27, 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 31, 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 |
|---|---|---|---|---|
| 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 |
| Coach sellers with manager dashboards and improve seller efficiency with seller KPIs | Users by admins, makers, or analysts |
Dec 3, 2021 |
- |
Feb 15, 2023 |
| Engage with your customers using SMS | Users by admins, makers, or analysts | - | - |
Mar 20, 2023 |
| Improve assignment accuracy using segment priority | Admins, makers, marketers, or analysts, automatically | - | - |
Mar 24, 2023 |
* 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.