Plan and prepare for Dynamics 365 Sales in 2025 release wave 1
Important
The 2025 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2025 to September 2025. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Sales.
Overview
Dynamics 365 Sales is an AI-powered sales solution that empowers every organization to close more deals and increase seller productivity. It helps organizations understand customer needs and drives more relevant and authentic engagements, enabling sellers to sell more efficiently.
In today’s fast-paced sales world, managing multiple opportunities, staying connected with customers, and navigating competitive pressures can be tough. That’s why, with this release, we’re excited to introduce a suite of agents designed to enhance your sales performance and simplify essential tasks.
From discovering new leads and prioritizing key tasks to automating follow-ups and focusing on the next best action, agents empower you to generate more pipelines and win more deals. Never miss the best move with the reimagined overview page giving you continuous guidance on the most important things to do. With autonomous, intelligent support, you can focus on what truly matters—driving success and growing your business.
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 play a pivotal role in shaping the application's behavior by configuring settings, overseeing security roles, and seamlessly 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 not only enhances the application's adaptability but also provides the means to address unique business challenges, ensuring a more tailored and efficient experience for all users.
Lead management
Lead management in Dynamics 365 Sales helps determine if a lead or prospect is a good fit for your product or service by understanding customer needs and aligning solutions to those needs.
The pipeline generation process involves deeply understanding customer needs, challenges, and buying habits and providing an overview of solutions that best meet their specific requirements. Dynamics 365 Sales streamlines this process by offering capabilities for outreach, prospecting, and researching and qualifying leads, ensuring that sales efforts are focused on activities with the highest impact.
Dynamics 365 Sales aids in boosting the qualified pipeline by providing AI-powered assistance during the sales process. Discovering leads from service interactions ensures that no potential lead is overlooked, while the automation of follow-up communications through an agent enhances response rates and keeps prospects engaged. Additionally, the system automatically disqualifies low-intent leads, helping to maintain a clean and focused lead pipeline.
Personalized email engagement, enabled by using one's own tone of voice, further improves interaction rates. Finally, augmenting research with custom insights and knowledge sources empowers sales teams with relevant information, thereby enhancing their ability to meaningfully connect with prospects. Collectively, these features provide a robust framework for effective sales qualification, driving better customer engagement and higher conversion rates.
Sales management and operations
Dynamics 365 Sales provides capabilities for sales managers and sales operations to manage and enable sales teams to achieve their sales goals.
Sales managers need to monitor, coach, and lead sales teams. Dynamics 365 Sales helps managers manage quotas, review forecasting in real time, and provide feedback on how conversations are going with customers. This enables managers to identify coaching opportunities while monitoring the pulse of the business.
Sales operations leaders use the power of data and analytics and define processes to make the sellers they support successful. In Dynamics 365 Sales, they can create dashboards or embed Power BI reports to analyze business results, and guide seller activity through predefined sequences of actions to scale best practices. They can extend Dynamics 365 Sales and their custom sales application capabilities using Microsoft Power Platform to meet the unique needs of their business.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Sales below:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for 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. |