What's new and planned for Viva Sales
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. 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.
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 | General availability |
---|---|---|---|
Copilot AI-generated email drafts and replies | Users, automatically | - | Jun 1, 2023 |
CRM connectivity
Enable sales data and actions in Viva Sales through CRM connectivity.
Feature | Enabled for | Public preview | General availability |
---|---|---|---|
Let admins configure displayed CRM entities | Users, automatically | - | May 31, 2023 |
Enhance sales effectiveness with Microsoft Teams meeting integration | Users by admins, makers, or analysts | - | Aug 8, 2023 |
Insights for sellers
Enrich Microsoft 365 communication and engagement with sales-related insights.
Feature | Enabled for | Public preview | General availability |
---|---|---|---|
Use AI-powered insights to keep CRM systems up to date | Users by admins, makers, or analysts | Apr 19, 2023 | May 22, 2023 |
Summarized CRM data for customer meeting preparation | Users, automatically | Apr 19, 2023 | Aug 8, 2023 |
Teams collaboration
Improve sales team engagement through integrated collaboration experiences.
Feature | Enabled for | Public preview | General availability |
---|---|---|---|
Empower sellers to collaborate in teams, channels using sales templates | Users by admins, makers, or analysts | - | Jun 30, 2023 |
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.