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.