3 upcoming features available this month
Dynamics 365 Sales 2025 release wave 1
For previous release wave highlight videos:
For archived plans:
Business Value
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.
Feature Details
As a seller, you can:
- View your top leads in a carousal across the lead and opportunity views.
- Understand why Copilot prioritized the leads over the others.
- Take the recommended next best action to move the deal forward.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
Business Value
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.
Feature Details
As a seller, you can:
- Get a list of follow-up action items gathered from customer conversations such as emails and Teams meetings from Copilot.
- Get email content suggestions for follow-ups to ensure timely, consistent, and high-quality communication with customers.
- Get suggestions for meeting agendas and participants to streamline coordination and keep the sales process running smoothly.
- Track follow-up actions and stay organized as Copilot identifies and creates tasks for you.
Enabled for:
Business Value
Business Value
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 less time triaging leads.
Feature Details
The sales qualification agent combines the power of three agents that work together to help sellers build a qualified pipeline more efficiently (though each agent is not available independently) :
The research agent uses data from CRM and public web sources as well as existing copilot skills to synthesize key customer and account data. It enables sellers to:
- Decide whether to engage with the lead using the agent-generated recommendation.
- Get a 360-degree picture through lead and account summaries.
- Confirm that the lead has a valid email address and has consented to emails and phone calls.
- Know who can make an introduction (coworkers who know the lead).
- Verify that the lead's company's finances, priorities, and business environment are aligned with their solution area (Account 10-K, strategic priorities, and so on).
- Get suggestions for who else at the lead's company to contact.
- See existing opportunities tied to lead/contact and account.
- Review a personalized email, composed using talking points generated from the synthesized research, to send to the prospect.
The prioritization agent assesses the strength of the data and signals, and evaluates common criteria such as authority, budget, and others to identify leads with the highest likelihood to close. It enables sellers to:
- Get the list of leads to focus on instantly.
- Stay on top of triaging high-quality leads as the new UI follows you across lead and opportunity grids.
The engagement agent creates a personalized email to engage the lead, based on all the data gathered by the research agent, to maximize response rates.
Enabled for:
- The author created this article with assistance from AI. Learn more
Business Value
| Change history | |
|---|---|
| General availability date moved to Jul 2025 | Jan 31, 2025 |