What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from April 2024 through September 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 2 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 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
Work efficiently with AI-powered actionable insights Users by admins, makers, or analysts Jul 2024 - -
Gear up for sales meetings with AI-generated preparation notes Users, automatically - - May 17, 2024
Use Copilot to get answers from your sales documents Users by admins, makers, or analysts - - May 17, 2024
Access AI-generated opportunity summary from opportunity form Users by admins, makers, or analysts - - Jun 2024
Experience Copilot in an immersive widescreen mode Users by admins, makers, or analysts Apr 30, 2024 - -
Leverage manager dashboards to coach sellers Users by admins, makers, or analysts Feb 15, 2024 - Jul 2024
Improve productivity by using Copilot in Dynamics 365 Users, automatically - - Apr 1, 2024
Get enriched lead summary with information from Customer Insights Users by admins, makers, or analysts - - Jun 2024
Streamline sales process with sales document summary Users by admins, makers, or analysts Jul 2024 - Nov 2024
Know your account better with AI-generated account summary Users by admins, makers, or analysts May 31, 2024 - -
Improve productivity with natural language search in Copilot Users by admins, makers, or analysts - - May 31, 2024
Respond to sales-related contextual questions in Copilot Users by admins, makers, or analysts - - May 2024
Boost your sales with product content recommendations Users by admins, makers, or analysts - - May 17, 2024
Get crucial information summarized from proposals Admins, makers, marketers, or analysts, automatically May 2024 - Jul 2024
Get actionable record updates using timeline highlights Users, automatically - - Apr 8, 2024

Revenue intelligence

Define and manage your top line like a pro with revenue intelligence.

Feature Enabled for Public preview Early access* General availability
Allow sellers to track performance with out-of-box forecasting Users, automatically - Feb 2, 2024 Apr 19, 2024

Sales engagement and execution

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
Plan and perform assigned tasks with preview of sequence steps Users, automatically - Feb 5, 2024 Apr 9, 2024
Notify sellers and sales managers after assignment rule execution Users by admins, makers, or analysts - - Aug 2024
Improve customer engagement with sequence preview Admins, makers, marketers, or analysts, automatically Jun 16, 2023 - Apr 19, 2024
Guide sellers to work simultaneously using multiple sequences Users, automatically - Feb 5, 2024 Apr 19, 2024
Assign leads, opportunities to sellers based on individual capacity Admins, makers, marketers, or analysts, automatically - - Sep 2024

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
Experience the new look with a refreshed styling Users, automatically - Feb 5, 2024 Apr 19, 2024
Optimize lead entity work with focused view as default Users, automatically - Feb 5, 2024 Apr 5, 2024

You are able to opt into some features as part of early access on February 5, 2024, 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.