What's new and planned for Dynamics 365 Sales
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from April 2020 through September 2020. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released (see Microsoft policy).
- For a list of previous wave release plans, see the 2019 release wave 2 release plan.
- For a list of next wave release plans, see the 2020 release wave 2 release 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 day of release.
This check mark (
) shows which features have been released for public preview or early access and for general availability.
Forecasting
With Dynamics 365 Sales forecasting, we are introducing a new set of capabilities that empower organizations to natively create and manage bottom-up sales forecast processes.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Customize forecast models | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Improve and adjust forecast accuracy | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Understand forecasts with precision pipeline management | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
Licensing
A license enforcement is being introduced to align customers with the Team Member license-based access as mentioned in the licensing guide.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| License enforcement – users with new Team Member licenses | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
Simplified experiences
To make Dynamics 365 Sales better, we are continually introducing enhancements that remove unnecessary friction and make features easier to use.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Contextual email communication | End users by admins, makers, or analysts | Feb 3, 2020 |
- | Apr 1, 2020 |
| Easier selection of email templates | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Manage activities with ease | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Manage feature settings and configure the Sales Hub application from a centralized location | Admins, makers, or analysts, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Sales Team Member app module | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Work with opportunities in the Kanban view | End users, automatically | - | Feb 3, 2020 |
Apr 1, 2020 |
| Generate orders from quotes in Dynamics 365 Sales Professional | End users by admins, makers, or analysts | - | - | Aug 14, 2020 |
* Some features are available for you to opt-in as part of early access on February 3, 2020, including all mandatory changes that impact end users. Learn more about early access.
Description of Enabled for column values:
End users, automatically: These features include change(s) to the user experience for end 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.
End 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 end users.
For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and data centers (regions), go to the Dynamics 365 and Power Platform availability page.