Plan and prepare for Dynamics 365 Sales in 2022 release wave 2
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Important
The 2022 release wave 2 plan covers all new functionalities planned to be delivered to market from October 2022 to March 2023. In this article, you'll find the product overview and what's new and planned for Dynamics 365 Sales.
Overview
Dynamics 365 Sales is the market-leading sales application that empowers every organization to sell more by understanding their customers and the way they want to buy—powered by data, intelligence, and experiences that people love. Dynamics 365 Sales brings the power of business data everywhere the seller is working—across their favorite productivity tools like Office 365 and Teams. By focusing on the most relevant and authentic engagements, sellers can quickly get to the heart of in-the-moment customer needs and sell more efficiently.
The world’s way of working has transformed dramatically in the last decade and even more so within the last couple of years. The role of the seller is evolving, too. Buyers expect a blend of digital and personalized experiences throughout their journey. The seller evolution requires a need for several shifts in their current experience: prioritization of their work, intelligent digital communication tools, better collaboration to improve productivity, and spending more time becoming trusted advisors to their customers. To do this, sellers can't be overwhelmed trying to make sense of too much data and information; rather, they need the data to work for them by providing value in every customer interaction.
For 2022 release wave 2, we continue to optimize the seller experience—using data and AI to help sellers prioritize their work and blending business and productivity tools to meet sellers where they are and surface in-context collaboration experiences so that sellers can engage efficiently and reclaim their time to focus on customer connections.
Do you have a new feature idea or some feedback? We encourage you to connect with us at Sales Ideas.
Updates to Dynamics 365 Sales 2022 release wave 2
Investment areas
Reporting
Dynamics 365 Sales offers standardized reports that would allow sales managers and admin users to understand the use of the sales application. The reports would also help them gauge the performance of teams and individuals using the application. The filtering parameters would help them with different perspectives about the performance and usage of a sales record.
To learn more, go to View and understand sales usage reports.
Sales accelerator and process automation
Sales accelerator is a sales engagement platform that enables sellers to engage efficiently with prospects and customers across multiple channels. Also, a prioritized worklist guides sellers to connect with the right customers and helps them streamline workflow through automation and integration.
To learn more, go to What is the Sales accelerator?
Process automation allows you to automatically assign leads and opportunities to the right sellers. Easily configurable rules allow you to smartly distribute leads and opportunities among sales teams based on business logic. You can also maintain availability and capacity to balance the workload of your team members.
Forecasting and pipeline intelligence
To make informed strategic decisions, organizations must accurately project revenues and predict sales to understand the business's health. Different stakeholders in the organization must make strategic decisions based on the projections, such as:
- CEOs need to foresee demand for every product to undertake strategic business transformations.
- COOs need to understand the scope of the business to allocate resources efficiently.
- CFOs need visibility into upcoming cash flows to craft financial plans for business growth.
However, organizations often struggle to develop accurate sales forecasts that can truly inform these strategic decisions. The forecasting feature in Dynamics 365 Sales provides sales teams the ability to forecast revenue, track the team's performance against targets, and identify pipeline risks that might jeopardize their ability to hit the targets. Pipeline intelligence provides comprehensive views and insights into their sales pipeline.
To learn more about forecasting and pipeline intelligence, see Project accurate revenue with sales forecasting.
Conversation intelligence
Conversation intelligence uses analytics and data science to gather data from sellers' call recordings and Dynamics 365 Sales. It provides you with the information and insights to intelligently manage your sales team and proactively coach sellers.
The focus areas for this wave are:
- Capture every customer interaction to provide real-time business insights on top. Organizations using Microsoft communication channels, such as Teams, Outlook, and Azure Communication Services, to interact with their customers will enjoy seamless connectivity between these interactions and the relevant business data records with zero context switching and critical business insights provided on top.
- Get conversation intelligence as an integral part of your daily workflows within Dynamics 365 Sales.
- Get business insights and productivity tools—such as real-time tips during calls, question detection and analysis, and many more—to boost performance and win more deals.
To learn more about conversation intelligence, go to Improve seller coaching and sales potential with conversation intelligence.
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. |
| Product updates | Stay up to date on latest product updates. |
| Release calendar | Know important release milestones. |
| 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. |