17 features included in release plans

Dynamics 365 Sales 2025 release wave 1

For previous release wave highlight videos:

For archived plans:

All
17 features included in release plans
Planned
9 upcoming features included in release plans
Coming soon
1 upcoming features available this month
Try now
8 new features recently released to market
Filter by:
Sort by:

Status

Availability dates







Enabled For






Availability




Release wave



Share my release plan




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:
Nov 20, 2024

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

Included in:

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

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.

Available to:
Users
Last updated:
Jan 23, 2025

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

Included in:

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

As a seller, you expect chat systems to understand not only general inquiries but also your organization’s unique language and business nuances. You seek a solution that accurately interprets industry terminology and delivers relevant, context-specific responses. Consistency and accuracy in responses are essential, making the chat system a dependable tool for daily operations. A glossary solution within Microsoft Copilot Studio would allow admins to integrate business-specific terms, enabling you to receive precise answers to your questions.

A glossary enables Copilot to understand and use business-specific terms accurately, ensuring responses are consistently relevant to your context. This improves efficiency in closing deals, as you can easily access information with familiar terminology, allowing you to address concerns, gather relevant facts, and answer questions quickly, ultimately streamlining the path to a successful deal.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: Dec 1, 2024
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

In the world of sales, seamlessly engaging with customers across linguistic boundaries is essential.

With the latest updates to Copilot in Dynamics 365 Sales, you can now rely on Copilot to read documents in various languages and provide answers in your preferred language. This enhancement enables you to quickly access information from multilingual sources without language constraints, allowing you to maintain a consistent workflow in your chosen language.

By bridging language differences in the background, this feature helps you deliver a smooth, personalized customer experience that fosters better understanding and drives sales success. Now, you can focus on connecting with customers while Copilot manages the language nuances for you.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 29, 2024

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

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:
Nov 20, 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
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:
Nov 20, 2024

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

Included in:

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

As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.

Available to:
Users
Last updated:
Dec 20, 2024

Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 5, 2024

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:
Jan 31, 2025

Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : Jul 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
Lead management

Sellers know that sending follow-up emails significantly increases their chance of getting a reply, booking a meeting, and accurately qualifying a lead. However, they often miss out on follow-ups due to insufficient time, competing tasks, lack of a reminder, and so on. The sales qualification agent automates follow-ups with leads, nudging if there is no response, reminding if they’re out of the office, and facilitating a meeting when positive intent is detected.

Unlike traditional cadences, the agent can dynamically adjust what is sent and when, based on the context of a lead’s response. This way, sellers can ensure they consistently engage leads with the right content, at the right time, and without manual effort. This will make sellers more effective by increasing the number of replies received, customer meetings set and leads progressed through the sales process.

Available to:
Users
Last updated:
Jan 23, 2025

Timelines:
Early Access: ---
Public Preview: Apr 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 aim to expand your pipeline and boost conversions but often you might miss valuable cross-sell and upsell opportunities hidden within service interactions. Customer service teams handle product inquiries and challenges that signal high purchasing intent, yet you may struggle to receive these insights in time.

The sales qualification agent in Dynamics 365 Sales bridges this gap by automatically identifying new leads from existing accounts and customers by aggregating their service interactions and case history. For example, a customer reaching out to support after hitting a service limit could indicate a need for an upgrade, or frequent inquiries about a premium feature might signal interest in an upsell. By leveraging these insights, you can drive revenue growth and strengthen customer relationships.

Available to:
Users
Last updated:
Jan 23, 2025

Timelines:
Early Access: ---
Public Preview: Apr 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

Sellers frequently face delays in following up to customer replies because they must manually sort through each response, decide who to pursue, who to disqualify, and who to route to support.

With the support of the sales qualification agent, sellers can automate this task of reading each reply and classifying the intent. The agent can parse replies to automatically identify budget, need, timing, or other purchase criteria and separate out support queries to redirect to your support teams. This allows sellers to act swiftly on warm leads while ensuring the leads that are low on purchasing intent are automatically routed to the right marketing nurture or customer support channels, optimizing both the seller’s time and the customer’s experience.

Available to:
Users
Last updated:
Jan 23, 2025

Timelines:
Early Access: ---
Public Preview: Apr 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

Sellers have their own tried-and-true selling techniques, including a unique tone of voice to use in email outreach to leads. This is important to improve email engagement from leads because it allows sellers to personalize outreach with an effective tone that differentiates them from other sellers. The sales qualification agent will now generate emails in the seller’s own tone of voice, so they draft more consistent communications that lead to better response rates and qualification outcomes.

Available to:
Users
Last updated:
Jan 23, 2025

Timelines:
Early Access: ---
Public Preview: Apr 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
Sales management and operations

Boost your sales team's efficiency with a customized sales qualification agent that seamlessly integrates industry and company-specific insights to streamline workflows and sharpen lead qualification. Different industries and companies rely on unique data to assess a lead’s fit with their ideal customer profile (ICP). For instance, financial services teams may prioritize prospects based on total assets under management, while technology teams may focus on subscription usage.

While much of this information comes from CRM data, key insights can come from outside the CRM—proprietary tools, public web resources, SharePoint files or internal data estates. By tailoring the agent to your specific data needs, your sellers gain quick access to the insights that matter most, enabling them to spend less time on research and more time engaging in high-value conversations that drive meaningful results.

Available to:
Users
Last updated:
Jan 23, 2025

Timelines:
Early Access: ---
Public Preview: Apr 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
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:
Nov 20, 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:
Nov 20, 2024

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

Included in:

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