This topic lists features that are planned to release from April 2024 through September 2024. Because this topic lists features that might not release yet, delivery timelines might change and projected functionality might not release. For more information, see Microsoft policy.
In the General availability column, the feature is 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 are released for public preview or early access and for public preview, early access, and general availability.
Copilot and AI innovation
Boost sales productivity with integrated data, enrichment, workflows, insights, and next-generation AI capabilities.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| 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 28, 2024 |
| Experience Copilot in an immersive widescreen mode | Users by admins, makers, or analysts |
Apr 30, 2024 |
- | - |
| Improve productivity by using Copilot in Dynamics 365 | Users, automatically | - | - |
Apr 1, 2024 |
| Know your account better with AI-generated account summary | Users by admins, makers, or analysts |
May 31, 2024 |
- |
Oct 20, 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 31, 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 17, 2024 |
- |
Sep 2, 2024 |
| Get actionable record updates using timeline highlights | Users, automatically | - | - |
Apr 8, 2024 |
| Use Copilot in Dynamic 365 Sales in your preferred language | Users by admins, makers, or analysts | - | - |
Sep 13, 2024 |
Revenue intelligence
Define and manage your revenue 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 the 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 |
| 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 |
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 |
| Analyze opportunities with grouping and aggregating | Users by admins, makers, or analysts |
Aug 12, 2024 |
- |
Oct 20, 2024 |
| Optimize lead entity work with focused view as default | Users, automatically | - |
Feb 5, 2024 |
Apr 5, 2024 |
- Opt into some features as part of early access on February 5, 2024, including all mandatory changes that affect users. For more information, see Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and enable automatically.
Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and enable automatically.
Users by admins, makers, or analysts: These features require administrators, makers, or business analysts to enable or configure them for their users.
For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and datacenters (regions), see the Dynamics 365 and Microsoft Power Platform availability page.