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 Welcome to 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 2024 through September 2024. 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 2024 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 and AI innovation
Supercharge sales productivity through 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 |
- | - |
| 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 top line like a pro 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 a 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 2024 |
| Optimize lead entity work with focused view as default | Users, automatically | - |
Feb 5, 2024 |
Apr 5, 2024 |
You are able to opt into some features as part of early access on February 5, 2024, 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.