Dynamics 365, Viva Sales, and supply chain platform: 2023 release wave 1 plan
Important
This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
The Dynamics 365 release plan for the 2023 release wave 1 announces the latest updates to customers as features are prepared for release. You can browse the release plan here online, view it in the release planner, or download the document as a PDF file, which is updated with every publish. The plan for 2023 release wave 1 covers new features for Dynamics 365, Viva Sales, and supply chain platform releasing from April 2023 through September 2023.
Download the 2023 release wave 1 PDF for Dynamics 365, Viva Sales, and supply chain platform or select the option at the bottom of the table of contents.
The Microsoft Power Platform features coming in the 2023 release wave 1 have been summarized in a separate release plan as well as a downloadable PDF.
The Microsoft Cloud for Industry features coming in the 2023 release wave 1 have been summarized in a separate release plan as well as a downloadable PDF.
2023 release wave 1 overview
The 2023 release wave 1 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Project Operations, Finance and Operations cross-app capabilities, Human Resources, Commerce, Fraud Protection, Business Central, Connected Spaces, Guides, Customer Insights, and Customer Voice, as well as Microsoft Viva Sales and Microsoft supply chain platform and its supporting products.
Marketing
Dynamics 365 Marketing delivers connected sales and marketing capabilities to enable marketers and sellers to act as a unified team and accelerate their pipelines. New features such as a new B2B analytics dashboard, frequency capping, multiple email recipient activation, emails timeline, customizable preference centers, and Urchin Tracking Module (UTM) marketing tagging will be released in this wave to allow businesses to increase their output, organizational efficiency, and analyze the impact of their campaigns to reach higher levels of marketing maturity.
Sales
Dynamics 365 Sales brings new features such as enhanced sequence capabilities supporting personalized and account-based engagement, actionable AI-powered suggestions within the seller workflow, an updated form layout, and new opportunity management workspace. Additionally, enhanced email templates, content suggestions and SMS capabilities, as well as various new abilities to create, loop, and optimize sales sequences will be released during this wave.
Microsoft Viva Sales continues to optimize the seller experience in Microsoft Teams and Outlook—using data and AI to help sellers remain in their flow of work. Viva Sales brings the system of record and productivity tools together to meet sellers where they are and surface in-context collaboration experiences that improve engagements and help sellers reclaim time to focus on customer connections.
Service
Dynamics 365 Customer Service empowers agents to work more efficiently with enhancements to voice features, unified routing, embedded Microsoft Teams collaboration, and elements of the agent workspace such as the case form, timeline, and conversation control. Throughout this wave, we will continue to invest in AI across the contact center with intelligent-suggested replies and robust real-time analytics with customization.
Dynamics 365 Field Service is continuing to improve the new schedule board for dispatchers this wave. We are also supporting our frontline workers by allowing them to see their appointments in Outlook, find information faster through improved global search, and recognize improvements in performance and reliability on the mobile app.
Finance and operations
Dynamics 365 Finance is focused on enhancing organizations’ visibility into their data, continuing finance automation, and expanding out-of-the-box country coverage in LATAM. Other enhancements such as further automation of complex tax scenarios, full end-to-end automation of accounts payable and ledger settlements to expedite the close and enable talented finance users to spend more time focusing on value-added activities will also be released.
Dynamics 365 Supply Chain Management continues to deliver increased agility and resilience across the supply chain with enhancements to omnichannel sales strategies with improved ways of managing attribute-based pricing, integrated soft reservations, and optimized end-to-end process integration across Dynamics 365 Sales and Supply Chain Management. Investments to improve agility and increase efficiency for discrete manufacturers, maintenance workers, and warehouse workers will also be a focus for this wave.
Dynamics 365 Project Operations is continuing to invest in capabilities to empower Project Managers and Project Teams with new features like expanding the Project Budgeting and Time-Phased Forecasting to resource/non-stocked deployment modes and completely lighting up the core experiences for expense management on the web and mobile form factors. Across-the-board investments in performance and usability with an uptake of modern and fluent controls in Sales, Billing and Pricing, and Subcontracting experiences are also targeted for this release wave.
Finance and operations cross-app capabilities continues to invest in capabilities that apply to all finance and operations apps, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations. Further investments will be made to the One Dynamics One Platform workstream to enhance One Admin, One Developer, and One User experiences, which focus on enabling Finance and Operations applications on Power Platform for administrators, pro developers, and users.
Human Resources
Dynamics 365 Human Resources will continue to expand the Human Capital Management (HCM) ecosystem and further invest in expanding our payroll partner network to provide broader coverage for global organizations. We will also provide better experiences across Dynamics 365 applications by integrating employee skill, compensation, and leave information to resource managers in Project Operations while helping employees grow their careers by bringing project and experience information back into employee profiles.
Commerce
Dynamics 365 Commerce is enabling new and updated B2B experiences, including the modeling of distributors as sellers, introducing a distributor fulfillment dashboard, and improving the out-of-the-box B2B user sign-up flow. We are revising and improving our payment flows and enabling network health checks to diagnose network-related issues that can impact POS uptime for POS and Store Commerce users. We will also be investing in asynchronous payment capabilities to provide support for Klarna and other “buy now pay later” methods and ACH real-time banking.
Fraud Protection
Dynamics 365 Fraud Protection is introducing Assessments API in 2023 wave 1 that will allow customers to define their own fraud event (in addition to the default events covered by Fraud Protection such as Purchase Protection and Account Protection). This functionality will allow customers to configure Fraud Protection to protect against fraud events specific to their businesses.
SMB
Dynamics 365 Business Central will continue developing enhanced finance capabilities for intercompany transactions as well as several improvements to the warehouse management area to make customers’ processes more efficient. More default setup data will also be provided during this wave to expedite customers’ onboarding procedures. Furthermore, Power Platform and Microsoft 365, including Teams, capabilities will be improved, enabling better reporting, automation, and collaboration opportunities.
Guides
Dynamics 365 Guides will continue investing in capabilities to improve collaboration experiences for users on HoloLens 2. Key updates coming in this wave include improvements in handling incoming calls, join settings, and more accurate mixed reality annotations. We will also be adding new holographic workflows and features like the ability to manipulate a hologram as an operator and taking a photo while in a guide.
Customer Insights
Dynamics 365 Customer Insights will bring improvements such as improved data interoperability and governance features allowing the ability to control and restrict access to data, configurations, and actions, an increased maturity around application lifecycle management and enterprise lifecycle management, increased activation capabilities through tighter integration with Microsoft Dataverse, and will receive navigational guidance, AI-powered suggestions, and task assistance increasing the depth of insights obtained from the product with less time investment.
Customer Voice
Dynamics 365 Customer Voice is investing in functionalities to unblock key scenarios for customers and is focusing on improving the overall usage experience along with the architecture evolution and stability fixes for survey owners and responders. We will focus on delivering features such as the transfer ownership of an orphan project in case a project owner has left the organization as well as allowing survey responders to record partial survey responses.
Supply Chain Center
Microsoft Supply Chain Center delivers improvements to organizations’ management of their supply chain by enhancing their end-to-end visibility of their supply chain, improve AI-based recommendations, and enable them to seamlessly collaborate with their teams and suppliers on the workflow, resulting in better orchestrated business processes.
Key dates for the 2023 release wave 1
These release plans describe functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).
Here are the key dates for the 2023 release wave 1.
| Milestone | Date | Description |
|---|---|---|
| Release plans available | January 25, 2023 | Learn about the new capabilities coming in the 2023 release wave 1 (April 2023 - September 2023) across Dynamics 365, Microsoft Power Platform, and Microsoft Cloud for Industry. |
| Early access available | January 30, 2023 | Test and validate new features and capabilities that will be part of 2023 release wave 1, coming in April, before they are enabled automatically for your users. You can view the Dynamics 365 2023 release wave 1 early access features now. |
| Release plans available in additional languages | February 21, 2023 | The Microsoft Power Platform and Dynamics 365 release plans are published in 11 additional languages: Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish. Microsoft Cloud for Industry release plans are published in 4 additional languages: French, German, Dutch and Spanish. |
| General availability | April 1, 2023 | Production deployment for the 2023 release wave 1 begins. Regional deployments will start on April 1, 2023. |
Just like the previous release waves, we continue to call out how each feature will be enabled in your environment:
- Users, automatically: These features include changes to the user experience for users and are enabled automatically.
- Admins, makers, or analysts, automatically: These features are meant to be used by administrators, makers, 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.
You can get ready with confidence knowing which features will be enabled automatically.
We’ve done this work to help you—our partners, customers, and users—drive the digital transformation of your business on your terms. We’re looking forward to engaging with you as you put these new services and capabilities to work, and we’re eager to hear your feedback as you dig in to the 2022 release wave 2 plans.
Let us know your thoughts. Share your feedback in the Microsoft Dynamics 365 community forums. We will use your feedback to make improvements.