Plan and prepare for Dynamics 365 Sales in 2022 release wave 1
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Important
The 2022 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2022 to September 2022. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Sales.
Overview
Dynamics 365 Sales is the market-leading sales application that empowers every organization to sell more by understanding their customers and the way they want to buy—powered by data, intelligence, and experiences that people love. Dynamics 365 Sales brings the power of business data everywhere the seller is working—across their favorite productivity tools like Office 365 and Teams. It helps organizations get to the heart of in-the-moment customer needs and prioritizes and refines focus to the most relevant and authentic engagements, enabling sellers to sell more efficiently.
The world’s way of working has transformed dramatically in the last decade and even more so within the last couple of years. The role of the seller is evolving, too. Buyers expect a blend of digital and personalized experiences throughout their journey. The seller evolution requires a need for several shifts in their current experience: prioritization of their work, intelligent digital communication tools, better collaboration to improve productivity, and spending more time becoming trusted advisors to their customers. To do this, sellers can't be overwhelmed trying to make sense of too much data and information; rather, they need the data to work for them by providing value in every customer interaction.
For this release, we have focused on enabling the seller to do just that. Sellers will be able to harness the power of data and intelligence that will help them before, during, and after each interaction. Sellers will focus on the highest priority activities and will collaborate using Teams from within Dynamics 365 to accelerate their pipeline. Our goal is to help the seller close more deals faster while being as productive as possible.
We want your feedback! We encourage you to continue to reach out at Sales Ideas because your feedback is invaluable to us.
Updates to Dynamics 365 Sales 2022 release wave 1
Tip
Download the release overview guide and share with your team as you plan to onboard the new capabilities included in this release wave.
* Overview guide available in English version only
Investment areas
Forecasting and pipeline intelligence
Provide sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline.
To learn more about forecasting and pipeline intelligence, see Project accurate revenue with sales forecasting.
Conversation intelligence
Talking directly with customers is an integral part of any sales cycle. Conversation intelligence allows your organization to capture customer interactions, automatically transcribe calls, analyze content, and deliver intelligent insights.
To learn more about conversation intelligence, see Improve seller coaching and sales potential.
Sales accelerator and process automation
Sales accelerator is a sales engagement platform that makes your sales team productive and helps your sellers engage with customers efficiently. Sales accelerator enables your sellers to engage with prospects and customers across multiple channels. A prioritized worklist guides sellers to connect with the right customers and helps them to streamline workflow through automation and integration.
To learn more, go to the Sales accelerator overview.
Process automation allows you to automatically assign leads and opportunities to the right sellers. Easily configurable rules allow you to smartly distribute leads and opportunities among sales teams based on business logic. You can also maintain availability and capacity to balance the workload of your team members.
Teams and Outlook collaboration
Enable sellers to be productive from wherever they are with Dynamics 365 integrations between Microsoft Teams and Outlook.
To learn more, go to Overview of Microsoft Teams integration.
Quote to cash
This product area includes capabilities and experiences delivering a rich, intuitive, end-to-end quoting business process for sellers and their customers.
To learn more about the quote to cash experience, go to Understand the sales process.
Facilitating digital selling
Dynamics 365 digital selling capabilities spearhead the digital transformation of sales organizations and constitute the data- and productivity-first revolution. Digital selling offerings allow customers with Dynamics 365 Sales Enterprise licenses to experience the best of these capabilities in production and feel their value.
To learn more about digital selling, see Digital selling capabilities in Sales Enterprise.
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:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to 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 must be enabled or configured by administrators, makers, or business analysts 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. |
| Product updates | Stay up to date on latest product updates. |
| Release calendar | Know important release milestones. |
| 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. |