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Copilot and AI innovation

Sales teams often spend a lot of time identifying and prioritizing high-potential leads, but that can result in wasted time and missed opportunities.

This feature directly addresses these issues by surfacing the most impactful leads within the seller's workflow, explaining the reasoning behind prioritization, and providing the next best action. This streamlined process enhances lead qualification and empowers sales teams to execute necessary actions efficiently, improving overall sales performance and increasing the likelihood of meeting targets.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : ---

Included in:

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Copilot and AI innovation

Sellers often juggle multiple leads and opportunities, making it challenging to stay organized and respond to various customer requests. This complexity can lead to missed follow-ups and delays in the sales process, ultimately hindering their ability to close deals. Our latest update addresses these issues by automatically capturing essential follow-up actions from conversations. By suggesting next steps such as sending emails or scheduling meetings, it empowers sellers to focus on engaging with customers rather than managing tasks. This increased efficiency enhances productivity and fosters a smoother sales process, allowing sellers to meet customer expectations more effectively.

Available to:
Users
Last updated:
Nov 20, 2024

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : ---

Included in:

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Lead management

As a seller, you typically need to build a qualified pipeline to cover 2-3 times of your target quota goal. However, doing so requires manual work across fragmented tools. It's also inefficient as you have to spend hours each week sending hundreds of prospecting emails, only to book 2-3 meetings with prospects, of which perhaps one will convert to a qualified opportunity.

The sales qualification agent in Dynamics 365 Sales now eliminates the human toil by autonomously researching information about every lead from CRM data and public web sources, making a recommendation on whether that lead should be qualified and pregenerating an email with highly personalized talking points to grab the prospect's attention. To ensure that you never miss the best moves to build a qualified pipeline, the agent surfaces the most important actions you should take on your leads in a new UI that follows you across lead and opportunity grids. With the agent, you can now spend more time meeting customers and ... click Learn more for details.

Available to:
Users
Last updated:
Dec 09, 2024

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : Apr 2025

Included in:
Dynamics 365 Sales
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Change history
Sales engagement and execution

Identifying high-engagement contacts enables targeted follow-up, allowing sales teams to focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement, driving higher conversion rates and improving overall sales outcomes.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Jan 2025

Included in:

Enabled for:
Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Change history