What's new and planned for Dynamics 365 Sales
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, Power Platform, and Cloud for Industry release plans.
This topic lists features that are planned to release from April 2023 through September 2023. 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 next 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
Reimagine Dynamics 365 productivity leveraging GPT technology.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Follow up on emails using recommended actions | Users by admins, makers, or analysts |
Jul 14, 2023 |
- | - |
| Stay on top of your deals with AI-generated opportunity summaries | Users, automatically | - |
Jul 28, 2023 |
|
| Stay on top of your lead with AI-generated lead summary | Users by admins, makers, or analysts |
Jul 28, 2023 |
- | - |
| Gear up for meetings with AI-generated preparation notes | Users, automatically | - |
Jul 21, 2023 |
Sep 29, 2023 |
| Stay updated with contextual news within Copilot chat | Users, automatically | - |
Jul 21, 2023 |
Sep 29, 2023 |
| Elevate your sales pitch using Copilot email assistance | Users by admins, makers, or analysts |
Jun 16, 2023 |
- | To be announced |
| Summarize lengthy emails using Sales Copilot | Users by admins, makers, or analysts |
Aug 11, 2023 |
- | To be announced |
Revenue intelligence
Define and manage your top line like a pro with revenue intelligence.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Get basic relationship insights out of the box | Users, automatically | - |
Feb 6, 2023 |
Apr 3, 2023 |
| Manage opportunities more effectively using the new pipeline view | Users, automatically | - |
Feb 6, 2023 |
Apr 24, 2023 |
| Enhanced pipeline management with distraction-free and customizable side panel | Users, automatically | - | - |
Jul 14, 2023 |
| Personalize opportunity pipeline view with your default metrics and side panel form | Admins, makers, marketers, or analysts, automatically | - | - |
Jul 14, 2023 |
| Configure forecasts for multiple business units | Admins, makers, marketers, or analysts, automatically | - | - |
Jul 28, 2023 |
| Improve forecast accuracy with yearly and weekly forecasts | Admins, makers, marketers, or analysts, automatically | - | - |
Sep 22, 2023 |
Sales engagement
New sales engagement capabilities help sellers stay efficient and successful.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Work efficiently with enhanced Sales accelerator worklist items | Users, automatically | - |
Feb 6, 2023 |
Apr 1, 2023 |
| Prioritize engagement for any sales entity by working in focus mode | Users, automatically | - |
Feb 6, 2023 |
Apr 21, 2023 |
| Simplify address entry with smart autocomplete using Bing Maps | Users by admins, makers, or analysts | - | - |
Jun 30, 2023 |
| Improve process efficiency using sequence insights | Admins, makers, marketers, or analysts, automatically | - | - |
Jul 7, 2023 |
| Utilize A B testing in sequences | Admins, makers, marketers, or analysts, automatically | - | - |
Jul 7, 2023 |
| Engage with your Customers using SMS conversation | Users by admins, makers, or analysts |
Apr 21, 2023 |
- |
Jul 28, 2023 |
| Connect your own provider to send text message from Dynamics 365 Sales | Admins, makers, marketers, or analysts, automatically |
Jul 28, 2023 |
- |
Jul 28, 2023 |
| Use focused view for custom entities | Users by admins, makers, or analysts | - | - |
Aug 11, 2023 |
| Assign sequences to any seller from sales team | Admins, makers, marketers, or analysts, automatically | - | - |
Sep 22, 2023 |
| Work in Focus mode with Advanced filtering and view management capabilities | Users, automatically | - | - |
Sep 22, 2023 |
Sales execution and sales force automation
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 |
|---|---|---|---|---|
| Visualize key stakeholders and take action with the smart organization chart | Users by admins, makers, or analysts |
May 19, 2023 |
- | |
| Provide intelligent suggestions to improve seller effectiveness | Users by admins, makers, or analysts |
Jul 3, 2023 |
- | - |
| Get improved user experience with new and enhanced opportunity form | Users, automatically | - |
Feb 6, 2023 |
Apr 24, 2023 |
* You are able to opt into some features as part of early access on February 6, 2023, 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.