3 new features recently released to market
Dynamics 365 Sales 2025 release wave 1
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Business Value
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:
- [!Note] Your administrator must enable the **Allow AI to generate charts to visualize the data in a view** setting in the Power Platform admin center.
Business Value
Business Value
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
Business Value
Business Value
We are upgrading our Exchange infrastructure to enhance support for Dynamics 365 Sales Premium features such as Relationship analytics and Who knows whom. With this release, Exchange data integration will shift to server-side synchronization (SSS), enabling more granular control over email sync settings. This boosts reliability and provides users with greater flexibility in managing the timing and scope of their email synchronization.
Feature Details
To leverage the new Exchange integration, you must configure server-side synchronization for Dynamics 365 Sales Premium features to work with your exchange activities.
For detailed setup instructions, see Set up server-side synchronization of email, appointments, contacts, and tasks.
Enabled for:
- The author created this article with assistance from AI. Learn more