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5 new features recently released to market
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Administration and extension experiences

Organizations that rely on semiannual releases for major changes may find that it limits the speed of innovation and delays access to newer features. With this feature, the Sales Hub app will be enabled for monthly release channel, allowing it to be updated every month. This frequent update cycle ensures that the Sales Hub app receives the latest, generally available features as quickly as possible, enabling you to stay at the forefront of innovation and continuously improve your workflows.

Available to:
Users
Last updated:
Oct 30, 2024

Timelines:
Early Access: Aug 12, 2024
Public Preview: ---
General Availability : Oct 21, 2024

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

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

In the fast-paced world of sales, you often work on multiple accounts simultaneously. It can be challenging to stay on top of all your accounts and gather relevant information efficiently. With the Account summary feature, you can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This enables you to quickly research an account.

You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.

Available to:
Users
Last updated:
Oct 30, 2024

Timelines:
Early Access: Jul 29, 2024
Public Preview: ---
General Availability : Oct 20, 2024

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

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

As a seller, you often struggle with writing effective emails to communicate with your customers. You may face challenges such as not knowing how to structure your emails, which information to include or exclude, or how to strike the right tone. This can lead to poor customer engagement, lost sales, and damage to their brand image. Though organizations try to use templates, most of the emails sent cannot be standardized and thus templates are not very useful in such scenarios.

Email assistance can provide tremendous value to you by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that are tailored to meet the specific needs of each customer. By using natural language processing (NLP) algorithms, Copilot can help you craft clear, concise, and compelling emails that resonate with your audience. This can lead to improved customer engagement, increased sales, and enhanced brand reputation. You can ... click Learn more for details.

Available to:
Users
Last updated:
Oct 14, 2024

Timelines:
Early Access: ---
Public Preview: Jun 16, 2023
General Availability : Oct 1, 2024

Included in:
Dynamics 365 Sales
2024 release wave 2
2023 release wave 1

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
Seller experiences

The opportunity pipeline view in Dynamics 365 Sales now offers an even more empowering experience for opportunity management. By placing you, the seller, at the center of your workflows, it enables you to view your entire pipeline with new-found clarity, gather context quickly, take actions efficiently, and work in a manner that truly suits your needs.

This upgraded pipeline view allows you to further streamline your sales strategies. You can now group opportunities dynamically based on critical factors such as account name, seller name, or closing date/month. This functionality enhances your ability to segment and target specific areas of your pipeline, ensuring a more personalized and effective approach to each opportunity.

In addition to the improved grouping capabilities, Dynamics 365 Sales now facilitates the aggregation of numeric values. You can effortlessly assess the total estimated revenue within your pipeline or within specific grouped segments. This feature equips you with ... click Learn more for details.

Available to:
Users
Last updated:
Oct 30, 2024

Timelines:
Early Access: ---
Public Preview: Aug 12, 2024
General Availability : Oct 20, 2024

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

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
Seller experiences

Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process, aligning it precisely with your organization's unique needs and sales criteria. This agile configuration eliminates back-and-forth interactions and saves valuable time, promoting swift, informed lead evaluation.

As a sales professional, you can benefit from insightful Copilot lead summaries, which provide clear and concise lead overviews for informed decision-making. The ability to create multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, redundant data entry is eliminated as fields of the generated opportunities are prepopulated, boosting your productivity and ensuring focused efforts on high-value sales activities.

Available to:
Users
Last updated:
Oct 30, 2024

Timelines:
Early Access: Jul 29, 2024
Public Preview: ---
General Availability : Oct 25, 2024

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

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