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 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from April 2021 through September 2021. 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.
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.
Accelerator workspace
The sales accelerator workspace offers a guided selling experience, powered by AI, to enable velocity sellers to close more deals.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Smart sequences – branching based on BPF state, entity property, and global exit criteria | Admins, makers, marketers, or analysts, automatically | - | - |
Jun 1, 2021 |
| Lead generation and nurturing | Users by admins, makers, or analysts | - | - |
Jul 26, 2021 |
| Smart sequences – command action and email template | Admins, makers, marketers, or analysts, automatically | - | - |
Aug 2, 2021 |
Collaboration with Microsoft Teams
Enhance the sales collaboration experience within Dynamics 365 Sales through integration of Microsoft Teams.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Setup and security enhancements to Dynamics 365 app for Microsoft Teams | Users by admins, makers, or analysts |
Jul 19, 2021 |
- | - |
| Access contextual list of Microsoft Teams channel and chats from within Dynamics 365 | Users by admins, makers, or analysts |
Sep 15, 2021 |
- | - |
| Engage in a Microsoft Teams chat from within Dynamics 365 | Users by admins, makers, or analysts |
Sep 15, 2021 |
- | - |
Digital selling
Aims to help inside sellers sell smarter by building a strong pipeline, offering context, and surfacing automated recommendations.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Enable automatic intelligent assignment for leads | Admins, makers, marketers, or analysts, automatically |
Jun 4, 2021 |
- | |
| Enhance personal settings | Users, automatically | - |
Feb 1, 2021 |
Apr 1, 2021 |
| Automation and adaptive sequences | Users by admins, makers, or analysts | - | - |
Apr 10, 2021 |
| Zero-click sequence assignment | Admins, makers, marketers, or analysts, automatically | - | - |
Apr 10, 2021 |
Forecasting and pipeline analytics
Improvements to forecasting and predictive scoring.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Attribute insights for driving predictive scoring model clarity | Admins, makers, marketers, or analysts, automatically | - | - |
Apr 1, 2021 |
| Clone an existing forecast | Admins, makers, marketers, or analysts, automatically | - | - |
Apr 1, 2021 |
| Custom fiscal period support | Admins, makers, marketers, or analysts, automatically |
Feb 5, 2021 |
- |
Apr 1, 2021 |
Mobile
Mobile is an essential part of solving one of the biggest challenges faced by sales organizations today – how to help sellers access what they need, when they need it, wherever they are, and make it easy for them to log and share information in real time.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Come prepared to customer engagements | Users by admins, makers, or analysts |
Feb 1, 2021 |
- |
Apr 30, 2021 |
| Find, interact, and create customer information easily | Users by admins, makers, or analysts |
Feb 1, 2021 |
- |
Apr 30, 2021 |
| Log and share information effortlessly | Users by admins, makers, or analysts |
Feb 1, 2021 |
- |
Apr 30, 2021 |
Pipeline management
The new deal manager workspace provides an optimized and user-centric experience to empower sellers to effectively keep their pipeline healthy.
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.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Enhanced experience for adding product lines | Users by admins, makers, or analysts |
Apr 2, 2021 |
- | - |
* You are able to opt in to some features as part of early access on February 1, 2021, 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.