What's new and planned for Dynamics 365 Sales
This topic lists features that are planned to release from October 2024 through March 2025. 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 previous wave's release plans, go to 2024 release wave 1 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.
Administration and extension experiences
Administration and extension options to configure and extend the capabilities in Dynamics 365 Sales.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Get new features faster with monthly channel | Users, automatically | - |
Aug 12, 2024 |
Oct 21, 2024 |
| Tailor Copilot to your specific business terminology | Users by admins, makers, or analysts | Dec 2024 | - | - |
| Define knowledge sources for getting more out of Copilot | Users by admins, makers, or analysts | Dec 2024 | - | - |
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 |
|---|---|---|---|---|
| Elevate your sales pitch using Copilot email assistance | Users by admins, makers, or analysts |
Jun 16, 2023 |
- |
Oct 1, 2024 |
| Streamline sales process with sales document summary | Users by admins, makers, or analysts | - | - |
Nov 5, 2024 |
| Get 360-degree view with account AI-generated summary | Users, automatically | - |
Jul 29, 2024 |
Oct 20, 2024 |
| Stay updated with action items from customer conversations | Users by admins, makers, or analysts | Mar 2025 | - | - |
Sales qualification
Enable sellers to effectively manage leads to generate a qualified pipeline.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Boost qualified pipeline with sales qualification agent | Users by admins, makers, or analysts | Mar 2025 | - | Apr 2025 |
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 |
|---|---|---|---|---|
| Analyze opportunities with grouping and aggregating | Users by admins, makers, or analysts |
Aug 12, 2024 |
- |
Oct 20, 2024 |
| Customize lead qualification for a seamless experience | Users, automatically | - |
Jul 29, 2024 |
Oct 25, 2024 |
You are able to opt into some features as part of early access on August 12, 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.