What’s new and planned for AI for Sales
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release between April and September 2019. Previews for some features will start in February 2019.
These release notes describe functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).
When a month is used in the Date column, the feature will be delivered sometime within that month. The delivery date can be any day within that month, not just on the first day of the month.
For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide.
Dynamics 365 Sales Insights: embedded capabilities for sellers
Dynamics 365 Sales Insights further enriches existing Dynamics 365 for Sales functionality by infusing AI.
Relationship Assistant enhancements
The Relationship Assistant empowers sellers with actionable insights during every phase of the sales journey. Going forward, it will guide sellers by providing them with the next best action.
| Feature | Release type | Date |
|---|---|---|
| Create and configure suggested actions for Relationship Assistant | Public Preview | April 2019 |
Dynamics 365 Sales Insights: Sales Insights application for sales managers
Sales Insights is built so that any organization can use new AI capabilities. The application is focused on providing the insights that sales managers need to improve their business.
Pipeline and team management
Dynamics 365 Sales Insights provides interactive reports that include key performance indicators (KPIs) for pipeline and deals. On top of KPIs and reports, AI for Sales gives sales managers AI-driven insights and actions to take.
| Feature | Release type | Date |
|---|---|---|
| KPIs, visuals, and reports | General Availability | July 2019 |
| Sales insights | Public Preview | July 2019 |
| Improved search experience | Public Preview | July 2019 |
Call intelligence
The call intelligence capabilities enable smarter coaching to boost sales conversion rates. By connecting call center telephony recording systems to the app, call center managers can generate conversation insights that help them better understand how sellers are engaging with customers.
| Feature | Release type | Date |
|---|---|---|
| Enrich existing call intelligence functionality and user experience | Public Preview | July 2019 |