What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from October 2023 through March 2024. 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 2024 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.

Copilot

Reimagine Dynamics 365 productivity leveraging GPT technology.

Feature Enabled for Public preview Early access* General availability
Gear up for meetings with AI-generated preparation notes Users by admins, makers, or analysts Jul 28, 2023 - Oct 20, 2023
Stay on top of your lead with AI-generated lead summary Admins, makers, marketers, or analysts, automatically Jul 28, 2023 - Oct 20, 2023
Improve relevance of Copilot summaries and recent changes Admins, makers, marketers, or analysts, automatically - - Jan 19, 2024
Experience Copilot in an immersive widescreen mode Users by admins, makers, or analysts Mar 2024 - -
Leverage manager dashboards to coach sellers Users by admins, makers, or analysts Feb 15, 2024 - Mar 2024
Stay updated with contextual news within Copilot chat Users by admins, makers, or analysts Jul 28, 2023 - Oct 20, 2023
Get enriched lead summary with information from Customer Insights Admins, makers, marketers, or analysts, automatically - - Feb 2024
Stay on top of your deals with AI-generated opportunity summaries Users by admins, makers, or analysts Jul 28, 2023 - Oct 20, 2023
Elevate your customer engagements with AI-recommended content Users by admins, makers, or analysts Feb 2024 - -
Know your account better with AI-generated account summary Users by admins, makers, or analysts Feb 2024 - -
Improve productivity with natural language search in Sales Copilot Users by admins, makers, or analysts - - Mar 2024
Follow up on emails using recommended actions Users, automatically - Jul 31, 2023 Oct 20, 2023
Respond to sales-related contextual questions in Copilot Users by admins, makers, or analysts - - Mar 2024

Copilot and AI innovation

Supercharge sales productivity through integrated data, enrichment, workflows, insights, and next-generation AI capabilities.

Feature Enabled for Public preview Early access* General availability
Use Copilot to get answers from your sales documents Users by admins, makers, or analysts Feb 2024 - To be announced
Maximize sales success with AI-suggested past successful deals Users by admins, makers, or analysts Mar 2024 - To be announced
Boost your sales with product content recommendations Users by admins, makers, or analysts Feb 2, 2024 - To be announced

Sales engagement

New sales engagement capabilities help sellers stay efficient and successful.

Feature Enabled for Public preview Early access* General availability
Work uninterrupted in focused mode with usage preference for all entities Users by admins, makers, or analysts Feb 2024 - -
Engage with your customers by invoking SMS chat pane from Activities Users, automatically - Jul 31, 2023 Oct 21, 2023
Navigate to new records faster with sales accelerator form load updates Users, automatically - Jul 31, 2023 Oct 2, 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 smart organization chart Users by admins, makers, or analysts May 19, 2023 - Oct 20, 2023
Improve seller efficiency by customizing quote close experience Users by admins, makers, or analysts - - Oct 20, 2023
Stay on top of features and settings with new overview page experience Admins, makers, marketers, or analysts, automatically - - Feb 9, 2024
Modern and refreshed user experience with updated styling and controls Users, automatically - Jul 31, 2023 Oct 21, 2023
Export-import segments and assignment rules between environments Admins, makers, marketers, or analysts, automatically - - Feb 12, 2024
Use assignment rules to manage seller availability and auto-assign leads Admins, makers, marketers, or analysts, automatically - - Nov 30, 2023

Seller experiences

Enable sellers to manage their pipeline, prioritize and guide sales activities, and optimize engagements with seamlessly integrated productivity experiences.

Feature Enabled for Public preview Early access* General availability
Close opportunities effortlessly by prepopulating attributes Users, automatically - - Feb 2, 2024
  • You are able to opt into some features as part of early access on July 31, 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.