Dynamics 365 Sales 2025 release wave 1
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Sales teams often deal with large volumes of lead and contact data from sources like business cards, web forms, and scanned documents. Manually entering this information into Dynamics 365 Sales is time-consuming, error-prone, and takes away from high-value selling activities like engaging with customers and closing deals.
As part of Copilot’s form fill assistance initiatives, the form fill assist toolbar supports uploading of files, emails, and images, helping eliminate this manual data entry work. It uses AI to extract key details such as names, phone numbers, addresses, and company info from uploaded content, and intelligently maps them to the right fields in the sales form. This streamlines data entry, reduces errors, and helps you stay focused on selling.
Feature Details
As a seller, you can:
- Use Files to upload supported file types (.txt, .docx, .csv, .pdf, .png, .jpg, .jpeg, .bmp) and get inline suggestions to fill out fields based on the file’s content.
- Drag and drop a file or use the file selector button in the form fill assist toolbar to begin.
- Hover over the file’s source tag to see which fields are suggested from that file.
- Accept all suggestions at once using the “Accept All” button or clear them using the “Clear” or “Clear All” options.
- Show or hide the form fill assist toolbar, access the Smart Paste button, and provide feedback using the more actions menu.
For more details and timelines, refer to the Power Apps release plan: Enhanced experience for form filling with Copilot
Enabled for:
- Files with sensitivity labels are not currently supported.
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Sales teams often rely on dashboards, static charts, or external tools like Power BI to make sense of their sales data in Dynamics 365 Sales. Switching between views or analyzing raw data manually can be time-consuming, disrupt daily workflows, and delay decision-making.
As part of Copilot’s productivity capabilities, smart charts enable sellers to generate real-time visualizations directly within their workflow. Using AI, these charts can help you uncover trends, patterns, and relationships in tabular data, making it easier to interpret data, act on insights faster, and stay focused on closing deals.
Feature Details
As a seller, you can:
- Select the Visualize option on a grid page to generate a chart based on the visible columns and applied filters in the current view.
- View the chart side by side with the data grid, making it easier to interpret key trends and patterns in your data.
- Select Explain to see an AI-generated summary that helps you understand why Copilot chose the specific visualization.
- Hover over data points or click on chart elements to drill into details—filtered results will update automatically in the grid.
- Use the chart selector to personalize the visualization by choosing from nine chart types, including Bar, Pie, Column, and Line.
- Add or remove columns and filters in the view, and Copilot will automatically update the chart accordingly.
- Use additional controls to refresh the chart, expand it to full screen, close the chart pane, or copy it as a PNG.
- Share your feedback using the thumbs up/down icons to help improve the feature.
For more details and timelines, refer to the Power Apps release plan: Visualize the data in your view easily with Copilot
Enabled for:
- Your administrator must enable the **Allow AI to generate charts to visualize the data in a view** setting in the Power Platform admin center.
- The author created this article with assistance from AI. Learn more
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Whether you're a developer building an AI agent to automate a part of the sales workflow, or a seller using AI assistants such as ChatGPT and Claude to get work done, you can now connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol (MCP) server.
For developers, this means no more complex integrations. AI agents can retrieve, update, and act on CRM data, automate tasks like qualifying leads or sending emails, and handle business processes without custom code.
For end users and sellers, this means they can now use their favorite AI assistant, such as Claude or, in the future, ChatGPT, to get their work done—prioritizing leads, engaging them with personalized emails, generating quotes, and closing deals. They can connect their assistant to Dynamics 365 by installing the MCP server just as easily as they'd install a new mobile app.
Finally, agents and assistants can use Copilot in Dynamics 365 Sales in their workflow as well, starting with getting summaries and drafting emails, with additional operations coming soon.
Feature Details
The MCP Server exposes the following tools initially, with more coming soon:
- List leads
- Retrieve lead summary (using Copilot in Dynamics 365 Sales)
- Qualify lead to opportunity
- Get outreach email (using Copilot in Dynamics 365 Sales)
- Send outreach email
You can use Microsoft Copilot Studio to build custom agents for sales teams that include the Dynamics 365 Sales MCP server or connect Dynamics 365 with any other agent platform that supports the MCP protocol. By using the Dynamics 365 Sales MCP server in combination with MCP servers from other business applications such as Customer Service and ERP, you can also automate complex cross-functional business operations with ease. For instance, a quote can be generated through Dynamics 365 Business Central MCP server for each lead that confirms interest after being engaged with Dynamics 365 Sales MCP server. Then a support ticket on the order can be processed using Dynamics 365 Customer Service MCP server.
Here are examples of agents you can build using these MCP tools:
- A post-service upsell agent that prospects for maintenance plans after a field tech visit—turning each engagement into a sales opportunity.
- An agent that targets prospects from existing accounts, enabling the account manager to schedule strategy meeting with key stakeholders.
- An agent that helps the sales team prioritize the best leads from B2B events and add others to a marketing nurture campaign.
Enabled for:
- The author created this article with assistance from AI. Learn more
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| Change history | |
|---|---|
| Public preview date moved to Jun 2025 | May 20, 2025 |
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Sales teams often spend valuable time navigating through long lists of leads and opportunities to find the most relevant ones. Traditional filtering methods can be slow and require navigating complex filter menus, which disrupts focus and slows decision-making.
Smart grids, part of Copilot’s workflow efficiency toolkit, simplify this process by letting you filter, find, and sort data using natural language. Just type a query in natural language in Copilot Search and Copilot instantly applies the right filters and updates the grid. You’ll see exactly what criteria were used and can clear them all with one click, helping you get to insights faster, make smarter decisions, and stay focused on closing deals.
Feature Details
As a seller, you can:
- Use smart grid to quickly find, filter, and sort data using natural language, eliminating the need for complex advanced filters.
- Type queries like “opportunities with estimated revenue greater than 10000 USD” into Copilot Search to instantly refine your view.
- View and clear applied filters with a single click to easily switch between focused and grid views.
- Sort records directly within the grid using natural, conversational input.
For more details and timelines, refer to the Power Apps release plan: Find records and filter views using natural language
Enabled for:
- The author created this article with assistance from AI. Learn more
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| Change history | |
|---|---|
| General availability date moved to Jun 2025 | May 22, 2025 |
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As a sales team, you often spend a significant amount of time on manual data entry like copying information from emails, business cards, or web forms into your CRM. This not only eats into your day but also takes time away from high value selling activities like engaging with prospects and closing deals.
Smart paste helps eliminate that busywork. It uses AI to analyze what you've copied to your clipboard, identify key details, and automatically fill them into the right fields. Whether it's content from an email or a business card, smart paste updates the form for you, so all you need to do is review and save the lead or contact. It reduces manual effort, speeds up data entry, and keeps you focused on what matters most: selling.
Feature Details
As a seller, you can:
- Use smart paste to automatically get inline field suggestions by copying relevant text or images to your clipboard.
- Paste using the smart paste icon or the keyboard shortcut (Ctrl+V or Cmd+V) when no field is selected and let AI reason over the form and clipboard content to suggest field values.
- Choose to accept or ignore suggestions, and continue editing the form as needed.
- Paste directly into specific fields as usual by selecting the field first.
For more details and timelines, refer to the Power Apps release plan: Fill forms faster with smart paste