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 | Aug 2024 | - | - |
Gear up for sales meetings with AI-generated preparation notes | Users, automatically | - | - | ![]() |
Use Copilot to get answers from your sales documents | Users by admins, makers, or analysts | - | - | ![]() |
Access AI-generated opportunity summary from opportunity form | Users by admins, makers, or analysts | - | - | ![]() |
Experience Copilot in an immersive widescreen mode | Users by admins, makers, or analysts | ![]() |
- | - |
Leverage manager dashboards to coach sellers | Users by admins, makers, or analysts | ![]() |
- | Jul 2024 |
Improve productivity by using Copilot in Dynamics 365 | Users, automatically | - | - | ![]() |
Get enriched lead summary with information from Customer Insights | Users by admins, makers, or analysts | - | - | Aug 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 | ![]() |
- | - |
Improve productivity with natural language search in Copilot | Users by admins, makers, or analysts | - | - | ![]() |
Respond to sales-related contextual questions in Copilot | Users by admins, makers, or analysts | - | - | ![]() |
Boost your sales with product content recommendations | Users by admins, makers, or analysts | - | - | ![]() |
Get crucial information summarized from proposals | Admins, makers, marketers, or analysts, automatically | ![]() |
- | Aug 2024 |
Get actionable record updates using timeline highlights | Users, automatically | - | - | ![]() |
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 | - | ![]() |
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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 | - | ![]() |
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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 | ![]() |
- | ![]() |
Guide sellers to work simultaneously using multiple sequences | Users, automatically | - | ![]() |
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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 | - | ![]() |
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Optimize lead entity work with focused view as default | Users, automatically | - | ![]() |
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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.
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