What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from April 2020 through September 2020. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released (see Microsoft policy).

In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the day of release.

This check mark (This feature is released. ) shows which features have been released for public preview or early access and for general availability.

Forecasting

With Dynamics 365 Forecasting, we are introducing a new set of capabilities that empower organizations to natively create and manage bottom-up sales forecast processes.

Feature Enabled for Public preview Early access* General availability
Customize forecast models End users, automatically - Feb 2020 Apr 2020
Improve and adjust forecast accuracy End users, automatically - Feb 2020 Apr 2020
Understand forecasts with precision pipeline management End users, automatically - Feb 2020 Apr 2020

Licensing

The license enforcement will ensure that users with Team Member licenses can access only the designated app modules for Sales, Service, and Project Resource Hub.

Feature Enabled for Public preview Early access* General availability
License enforcement - users with new Team Member licenses End users, automatically - This feature is released. Feb 3, 2020 Apr 2020

Simplified experiences

To make Dynamics 365 Sales better, we are continually introducing enhancements that remove unnecessary friction and make features easier to use.

Feature Enabled for Public preview Early access* General availability
Contextual email communication End users by admins, makers, or analysts Feb 2020 - Apr 2020
Easier selection of email templates End users, automatically - This feature is released. Feb 3, 2020 Apr 2020
Enhanced experience for adding products to opportunities End users by admins, makers, or analysts - This feature is released. Feb 3, 2020 Apr 2020
Manage activities with ease End users, automatically - This feature is released. Feb 3, 2020 Apr 2020
Manage feature settings and configure the Sales Hub application from a centralized location Admins, makers, or analysts, automatically - This feature is released. Feb 3, 2020 Apr 2020
Sales Team Member app module End users, automatically - This feature is released. Feb 3, 2020 Apr 2020
Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint End users, automatically - This feature is released. Feb 3, 2020 Apr 2020
Work with opportunities in the Kanban view End users, automatically - This feature is released. Feb 3, 2020 Apr 2020

* Some features are available for you to opt-in as part of early access on February 3, 2020, including all mandatory changes that impact end users. Learn more about early access.

Description of Enabled for column values:

  • End users, automatically: These features include change(s) to the user experience for end users and are enabled automatically.

  • Admins, makers, or analysts, automatically: These features are meant to be used by administrators, makers, or business analysts and are enabled automatically.

  • End users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their end users.

For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide.

For more information about geographic areas, data centers (regions), data storage, and replication, click expand all on the Where your data is located page and find the Microsoft cloud service for this feature.