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, Power Platform, and Cloud for Industry release plans.

This topic lists features that are planned to release from April 2023 through September 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 2 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.

Copilot

Reimagine Dynamics 365 productivity leveraging GPT technology.

Feature Enabled for Public preview Early access* General availability
Follow up on emails using recommended actions Users by admins, makers, or analysts Jul 14, 2023 - -
Stay on top of your deals with AI-generated opportunity summaries Users, automatically - Jul 28, 2023
Stay on top of your lead with AI-generated lead summary Users by admins, makers, or analysts Jul 28, 2023 - -
Gear up for meetings with AI-generated preparation notes Users, automatically - Jul 21, 2023 Sep 29, 2023
Stay updated with contextual news within Copilot chat Users, automatically - Jul 21, 2023 Sep 29, 2023
Elevate your sales pitch using Copilot email assistance Users by admins, makers, or analysts Jun 16, 2023 - To be announced
Summarize lengthy emails using Sales Copilot Users by admins, makers, or analysts Aug 11, 2023 - To be announced

Revenue intelligence

Define and manage your top line like a pro with revenue intelligence.

Feature Enabled for Public preview Early access* General availability
Get basic relationship insights out of the box Users, automatically - Feb 6, 2023 Apr 3, 2023
Manage opportunities more effectively using the new pipeline view Users, automatically - Feb 6, 2023 Apr 24, 2023
Enhanced pipeline management with distraction-free and customizable side panel Users, automatically - - Jul 14, 2023
Personalize opportunity pipeline view with your default metrics and side panel form Admins, makers, marketers, or analysts, automatically - - Jul 14, 2023
Configure forecasts for multiple business units Admins, makers, marketers, or analysts, automatically - - Jul 28, 2023
Improve forecast accuracy with yearly and weekly forecasts Admins, makers, marketers, or analysts, automatically - - Sep 22, 2023

Sales engagement

New sales engagement capabilities help sellers stay efficient and successful.

Feature Enabled for Public preview Early access* General availability
Work efficiently with enhanced Sales accelerator worklist items Users, automatically - Feb 6, 2023 Apr 1, 2023
Prioritize engagement for any sales entity by working in focus mode Users, automatically - Feb 6, 2023 Apr 21, 2023
Simplify address entry with smart autocomplete using Bing Maps Users by admins, makers, or analysts - - Jun 30, 2023
Improve process efficiency using sequence insights Admins, makers, marketers, or analysts, automatically - - Jul 7, 2023
Utilize A B testing in sequences Admins, makers, marketers, or analysts, automatically - - Jul 7, 2023
Engage with your Customers using SMS conversation Users by admins, makers, or analysts Apr 21, 2023 - Jul 28, 2023
Connect your own provider to send text message from Dynamics 365 Sales Admins, makers, marketers, or analysts, automatically Jul 28, 2023 - Jul 28, 2023
Use focused view for custom entities Users by admins, makers, or analysts - - Aug 11, 2023
Assign sequences to any seller from sales team Admins, makers, marketers, or analysts, automatically - - Sep 22, 2023
Work in Focus mode with Advanced filtering and view management capabilities Users, automatically - - Sep 22, 2023

Sales execution and sales force automation

Sales execution includes tools and processes that help sellers engage with a prospective customer from the early stage of awareness to closing a sale.

Feature Enabled for Public preview Early access* General availability
Visualize key stakeholders and take action with the smart organization chart Users by admins, makers, or analysts May 19, 2023 -
Provide intelligent suggestions to improve seller effectiveness Users by admins, makers, or analysts Jul 3, 2023 - -
Get improved user experience with new and enhanced opportunity form Users, automatically - Feb 6, 2023 Apr 24, 2023

* You are able to opt into some features as part of early access on February 6, 2023, 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.