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Important
The 2025 release wave 1 plan covers new functionalities planned for market from April 2025 to September 2025. In this article, find the product overview and what's new and planned for Dynamics 365 Sales.
Overview
Dynamics 365 Sales is an AI-powered sales solution that helps every organization close more deals and increase seller productivity. It helps organizations understand customer needs and drives more relevant and authentic engagements, so sellers can sell more efficiently.
In today’s fast-paced sales world, managing multiple opportunities, staying connected with customers, and navigating competitive pressures can be tough. That’s why, with this release, we’re excited to introduce a suite of agents designed to enhance your sales performance and simplify essential tasks.
From discovering new leads and prioritizing key tasks to automating follow-ups and focusing on the next best action, agents empower you to generate more pipeline and win more deals. The reimagined overview page gives you continuous guidance on the most important things to do, so you never miss the best move. With autonomous, intelligent support, you can focus on what truly matters—driving success and growing your business.
Updates to Dynamics 365 Sales 2025 release wave 1
Investment areas
Business research
Research agents in Dynamics 365 empower business leaders to solve complex business questions through a dialog with their data. The research canvas orchestrates a multitude of specialized agents to gather, analyze, and transform data into intelligent, context-aware research results. These results are surfaced to the user as rich visualizations and textual narratives.
Users can effortlessly zoom into any research finding to explore the output from different angles where AI-powered intelligence helps gain new business perspectives from recommended next actions surfaced by the underlying models and built-in business logic.
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 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 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.
Lead management Lead management in Dynamics 365 Sales helps you determine if a lead or prospect is a good fit for your product or service. You can convert the lead into an opportunity that you progress into a won deal for your business. This process involves deeply understanding customer needs, challenges, and buying habits, and engaging with the prospect to provide an overview of solutions that best meet their specific requirements. Dynamics 365 Sales streamlines this process by offering AI-powered capabilities for research, outreach, prospecting, and qualifying leads, so your sales efforts focus on activities with the highest impact.
Copilot Agents in Dynamics 365 Sales, tailored to your industry and business needs, help you generate a more qualified pipeline. Lead research across various sources gives the seller or AI agent all the context about the lead. When you augment research with custom insights and knowledge sources, you empower sales teams with relevant information and enhance their ability to connect meaningfully with prospects. Personalized outreach improves response rates, and timely follow-up communications keep prospects engaged by ensuring no move is missed. The system judges lead readiness based on ideal customer fit and intent to buy. It automatically disqualifies low-intent leads to maintain a clean and focused lead pipeline. As you use the system, you improve data quality with capabilities that automatically validate and enrich your data. Additionally, discovering leads from service interactions ensures that you don't overlook any potential lead.
Together, these features provide a robust framework for effective sales qualification, driving better customer engagement and higher conversion rates.
Opportunity Acceleration Opportunity acceleration in Dynamics Sales helps sellers engage meaningfully with buyers and meet their goals by prioritizing actions that move the deal forward. AI streamlines and automates various tasks, so sellers never miss crucial actions. By integrating AI-generated summaries, AI-recommended prioritization, AI-powered research, and AI-suggested engagement, Dynamics 365 Sales creates a cohesive system that supports sellers at every step of the sales process.
The collection of features within opportunity acceleration offers significant benefits. With Copilot summaries, you get a deeper understanding of your customers. A unified view across leads and opportunities makes it easy to act on prioritized leads from a single interface. You can generate compelling pitches with Copilot summaries from RFPs, SharePoint, and product documents, and chat with Copilot to get real-time insights. This dynamic combination ensures you're always equipped with the best information to close deals faster and more effectively.
Sales management and operations Dynamics 365 Sales gives sales managers and sales operations capabilities to manage and enable sales teams so they can reach their sales goals.
Sales managers need to monitor, coach, and lead sales teams. Dynamics 365 Sales helps managers manage quotas, review forecasting in real time, and provide feedback on how conversations go with customers. With these capabilities, managers can identify coaching opportunities while keeping track of the pulse of the business.
Sales operations leaders use data, analytics, and defined processes to make sellers successful. In Dynamics 365 Sales, they can create dashboards or embed Power BI reports to analyze business results. They guide seller activity through predefined sequences of actions to scale best practices. To meet the unique needs of their business, they use Microsoft Power Platform to extend Dynamics 365 Sales and their custom sales application capabilities.
Seller experiences Seller experiences focus on features and tools that cater to the unique needs and challenges sellers face in their daily work. 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 greater efficiency and effectiveness. By leveraging these capabilities, sellers can navigate their professional responsibilities more seamlessly and optimize their time and resources. This approach increases productivity and results in more successful deal closures.
To learn more about the capabilities delivered during this release wave, check out the release plan for Dynamics 365 Sales below:
For application administrators
User-impacting features to the user experience enabled automatically
Application administrators review user-impacting features. This review process helps with release change management and supports successful onboarding of new capabilities released to market. For the complete list, see all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
The release wave contains features that administrators, makers, or business analysts must enable or configure to make them available for their users. For the complete list, see 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 | Learn 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. |