Plan and prepare for Dynamics 365 Sales in 2024 release wave 2

Important

The 2024 release wave 2 plan covers all new functionalities planned to be delivered to market from October 2024 to March 2025. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Sales.

Overview

Dynamics 365 Sales is a market-leading sales application designed to help businesses manage their sales processes, improve customer engagement, and drive revenue growth.

In 2024 release wave 2, we're focused on the following capabilities:

• Natural language copilot experiences that allow sellers to summarize information across multiple entities and find the most impactful work.
• A new "full screen" Copilot Home page that provides curated insights and actions specific to the role of the user, seller, or sales manager.
• Helping sellers find high-quality leads using AI-powered insights.
• Empowering sales managers with insights about their sales pipeline.

Investment areas

Copilot and AI innovation
Sellers spend a lot of time managing complex customer relationships and many sales teams struggle to scale seller experiences. Seller productivity in terms of time management and efficiency is key to success. Copilot is an AI assistant that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on updates, prepare for meetings, and read the latest news about their accounts.

Seller experiences
Seller experiences focus on features and tools tailored to the unique needs and challenges sellers face daily. These seller-centric solutions empower sales professionals to efficiently manage customer data, monitor deal progress, facilitate team collaboration, engage with customers, enhance sales conversations, and deliver timely value to expedite deal closures.

The primary objective of these offerings is to streamline and simplify the day-to-day tasks of sellers, enabling them to operate with heightened efficiency and effectiveness. By leveraging these capabilities, sellers can navigate their professional responsibilities more seamlessly, discover avenues to optimize their time and resources, and ultimately boost productivity and close more deals successfully.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Sales below:

Check out the release plan

For application administrators

User-impacting features to the user experience enabled automatically
Application administrators should review features that impact users. This facilitates release change management and enables successful onboarding of new capabilities released to the market. For the complete list, look for all features tagged "Users, automatically" in the release plan.

Features that must be enabled by application administrators
This release wave contains features that administrators, makers, or business analysts must enable or configure to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.

Get the most out of Sales

Helpful links	Description
Release plan	View all capabilities included in the release.
Licensing	Improve your understanding of how to license Sales.
Product documentation	Find documentation for Sales.
User community	Engage with Sales experts and peers in the community.
Upcoming events	Find and register for in-person and online events.
Product trials	Get started with Sales.