Dynamics 365: 2023 release wave 2 plan

The Dynamics 365 release plan for the 2023 release wave 2 announces the latest updates to customers as features are prepared for release. You can browse the release plan here online (updated throughout the month), view it in the release planner, or download the document as a PDF file, which is updated with every publish. The plan for 2023 release wave 2 covers new features for Dynamics 365 releasing from October 2023 through March 2024.

Download the 2023 release wave 2 PDF for Dynamics 365 or select the option at the bottom of the table of contents.

The Microsoft Power Platform features coming in the 2023 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF.

The Microsoft Cloud for Industry features coming in the 2023 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF.

2023 release wave 2 overview

The 2023 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Project Operations, finance and operations cross-app capabilities, Human Resources, Commerce, Business Central, Guides, and Customer Insights as well as Microsoft Sales Copilot and Microsoft supply chain platform and its supporting products.

Marketing

Dynamics 365 Marketing will bring enhancements to Copilot features empowering marketers to quickly create new experiences and will bring unprecedented levels of personalization to email content, images, and layouts. Additionally, B2B dashboards and directly assigning leads to the right rep will align marketers and sellers, enabling them to act as a unified team across the buying journey.

Sales

Dynamics 365 Sales will focus on enabling sales organizations to prioritize and manage digital sales processes through enhanced sequence capabilities. We will allow users to assign and monitor lead assignment status with enhanced lead assignment capabilities by providing recommendations, summarizing data, retrieving information, and performing actions in context and within the flow of work.

Microsoft Sales Copilot reimagines how sellers work by continuing to deliver and enhance generative AI capabilities like email thread summarization, recommended CRM updates, sales email composition, CRM entity summarization, sales meeting summarization, and real-time sales tips. Additionally, further enhancements to collaboration spaces will extend beyond the creation of structured teams/channels and deliver sales copilot experiences that support sales teams during deal progression and shorten the time to close for sellers.

Service

Dynamics 365 Customer Service will continue to empower agents to work more efficiently through Copilot capabilities, Join me on Teams, visual enhancements to the agent workspace, ability to see live chats and voice calls in Inbox, and personalizing the size of the conversational control. Additionally, we are making enhancements to the voice channel, improvements to call dialer, and routing calls to agents with the longest idle time.

Dynamics 365 Field Service updates will include new capabilities for frontline workers, service managers, and dispatchers. We are delivering several top requests such as converting quotes to work orders, enhancing inspections, and evolving our resource scheduling capabilities.

Finance and Supply Chain

Dynamics 365 Finance is focused on enhancing organizations' visibility into their data, continued enhancements for AP and bank statement automation, and expanding out-of-the-box country coverage in LATAM. Additionally, the team will deliver further automation of complex tax scenarios and e-invoicing requirements for more countries and provide organizations the ability for business model expansion and agility.

Supply Chain Management continues to improve and optimize business processes to deliver the agility and resilience needed for businesses to thrive in an increasingly complex business environment. The sales and procurement processes will be further enhanced, manufacturers will enjoy greater flexibility, and warehouse processes related to counting, customer returns, and product receipts will be improved.

Dynamics 365 Project Operations is investing in enhancements to services procurement scenarios and project contracting and new functionalities and scenarios in pricing models will support the evolving patterns in the service-centric economy. Additionally, improvements to intelligent resource recommendations will provide suggestions based on experience, cost and utilization across employees and subcontractors.

Finance and operations cross-app capabilities continues to invest in capabilities that apply to all finance and operations apps, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations.

Dynamics 365 Human Resources will be improving recruiting experiences with functionally rich and intuitive experiences that target recruiters, candidates, and hiring managers. We will expand the HCM ecosystem to include learning management system integration through public APIs leveraging Dataverse along with expanding our payroll partner network.

Commerce

Dynamics 365 Commerce is leveraging the power of AI to enable the effortless creation of engaging product content for digital commerce sites. New B2B investments allow distributors to view, accept, and reject orders from a centralized dashboard that enables B2B sellers, distributors, and buyers to all work in the same place.

SMB

Dynamics 365 Business Central will focus on core functionality to help companies manage their intercompany and consolidations across environments. We will continue to enhance our Copilot capabilities and will further improve our warehouse capabilities, create more Power Automate templates, and provide developers with more capabilities for automating testing of dependent apps.

Guides

Dynamics 365 Guides is bringing several new capabilities and enhancements including Object Anchors, Azure Remote Rendering, and availability on Government Community Cloud High. Additionally, we are focusing on features allowing seamless integration with systems of record allowing customers to build mixed reality workflows that are integrated with their business data.

Customer Insights

Dynamics 365 Customer Insights is enhancing our Copilot features to allow you to ask questions in simple words, to quickly receive insights, and act on these immediately. New capabilities in real-time data management will provide the latest view of your customers, and easy access to insights within Dynamics 365 apps will allow your team to deliver seamless, personalized experiences across the customer’s lifecycle.

Key dates for the 2023 release wave 2

These release plans describe functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Here are the key dates for the 2023 release wave 2.

Milestone Date Description
Release plans available July 18, 2023 Learn about the new capabilities coming in the 2023 release wave 2 (October 2023 - March 2024) across Dynamics 365, Microsoft Power Platform, and Microsoft Cloud for Industry.
Early access available July 31, 2023 Test and validate new features and capabilities that will be part of 2023 release wave 2, coming in October, before they are enabled automatically for your users. You can view the Dynamics 365 2023 release wave 2 early access features now.
Release plans available in additional languages August 7, 2023 The Microsoft Power Platform and Dynamics 365 release plans are published in 11 additional languages: Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish. Microsoft Cloud for Industry release plans are published in 4 additional languages: French, German, Dutch and Spanish.
General availability October 1, 2023 Production deployment for the 2023 release wave 2 begins. Regional deployments will start on October 1, 2023.

Just like the previous release waves, we continue to call out how each feature will be enabled in your environment:

  • Users, automatically: These features include changes to the user experience for users and are enabled automatically.
  • Admins, makers, or analysts, automatically: These features are meant to be used by administrators, makers, 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.

You can get ready with confidence knowing which features will be enabled automatically.

We’ve done this work to help you—our partners, customers, and users—drive the digital transformation of your business on your terms. We’re looking forward to engaging with you as you put these new services and capabilities to work, and we’re eager to hear your feedback as you dig in to the 2023 release wave 2 plans.

Let us know your thoughts. Share your feedback in the Microsoft Dynamics 365 community forums. We will use your feedback to make improvements.