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 previous wave's release plans, go to 2023 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 | - | - | Dec 2023 |
| Experience Copilot in an immersive widescreen mode | Users by admins, makers, or analysts | Dec 2023 | - | - |
| Maximize sales success with AI-suggested past successful deals | Users by admins, makers, or analysts | Mar 2024 | - | To be announced |
| Leverage manager dashboards to coach sellers | Users by admins, makers, or analysts | Nov 2023 | - | Feb 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 | - | - | Jan 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 | Jan 2024 | - | - |
| Know your account better with AI-generated account summary | Users by admins, makers, or analysts | Feb 2024 | - | - |
| Strengthen customer relationships with contact summaries | Users by admins, makers, or analysts | Feb 2024 | - | To be announced |
| Improve productivity with natural language search in Sales Copilot | Users by admins, makers, or analysts | Nov 2023 | - | - |
| Follow up on emails using recommended actions | Users, automatically | - |
Jul 31, 2023 |
Oct 20, 2023 |
| Boost your sales with product content recommendations | Users by admins, makers, or analysts | Nov 2023 | - | 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 | Dec 2023 | - | - |
| 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 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 | - | - | Dec 2023 |
| Use assignment rules to manage seller availability and auto-assign leads | Admins, makers, marketers, or analysts, automatically | - | - | Nov 2023 |
- 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.