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

Important

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

Overview

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

In 2024 release wave 2, we focus 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.
• AI-powered insights that help sellers find high-quality leads.
• Insights that empower sales managers with information about their sales pipeline.

Updates to Dynamics 365 Sales 2024 release wave 2

Investment areas

Administration and extension experiences
The administration and extension experiences within Dynamics 365 Sales are powerful features that empower sales teams to tailor and elevate the application's functionality to meet their business needs. Administrators shape the application's behavior by configuring settings, overseeing security roles, and integrating with external services, ensuring that the application aligns with their organizational requirements.

Extensibility experiences offer a versatile toolkit for sales operations teams and administrators, enabling them to customize out-of-the-box capabilities and craft custom solutions. These capabilities encompass the creation of plug-ins, workflows, and web resources, allowing users to extend the out-of-the-box capabilities of the Dynamics 365 Sales solution. This level of customization enhances the application's adaptability and provides the means to address unique business challenges, ensuring a more tailored and efficient experience for all users.

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.

Sales engagement and execution
Sales engagement and execution encompass defining and implementing sales strategies while actively engaging with customers to drive conversions. Sales execution involves the practical implementation of a sales plan, including prospecting, pitching, negotiating, and closing deals to achieve revenue targets. Sales engagement focuses on fostering meaningful interactions and building relationships with prospects and customers throughout the sales cycle. Capabilities in this category help sellers build sales strategies or effectively carry them out.

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 work 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 leads to 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:

Check out the release plan

For application administrators

User-impacting features to the user experience enabled automatically
Application administrators should review user-impacting features. This review process helps manage release changes 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 application administrators must enable
This release wave includes features that administrators, makers, or business analysts must enable or configure 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	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.