What's new and planned for Dynamics 365 Sales Insights

This topic lists features that are planned to release from October 2020 through March 2021. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2020 release wave 1 plan.

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 date of release.

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

Advanced forecasting and pipeline intelligence

Predictive forecasting and pipeline intelligence with predictive lead and opportunity scoring help sales teams uncover top deals. Intelligent scores offer sellers guidance on where best to invest their time, improving resource allocation and increasing productivity.

Feature Enabled for Public preview General availability
Enhanced predictive forecasting and deal flow experience Users by admins, makers, or analysts - Oct 23, 2020
Form designer support for predictive score widget Admins, makers, marketers, or analysts, automatically - Oct 23, 2020
Improved snapshot experience Users, automatically Aug 3, 2020 Oct 23, 2020
Modified infrastructure for scoring leads and opportunities Users, automatically Aug 3, 2020 Oct 23, 2020
Redesigned predictive score experience Users, automatically Aug 3, 2020 Oct 23, 2020

Conversation intelligence

Conversation intelligence provides meaningful insights by automatically transcribing calls and analyzing content, sentiment, and behavioral style. Sellers can effectively guide buyers toward a purchase by using proven conversation techniques.

Feature Enabled for Public preview General availability
Holistic customer view in one place Users by admins, makers, or analysts Nov 30, 2020
Easily onboard with out-of-the-box Teams dialer integration Admins, makers, marketers, or analysts, automatically Jan 2021

Relationship intelligence

Relationship intelligence helps sellers use the information in their selling system across Dynamics 365 and Microsoft 365 to identify, build, and nurture relationships with their customers.

Feature Enabled for Public preview General availability
Relationship Analytics with similar opportunities is generally available Users by admins, makers, or analysts Apr 18, 2020 Dec 2020

Sales accelerator

Sales accelerator helps inside sellers to further accelerate their sales rhythm, manage their interactive workday by prioritizing activities related to leads or opportunities, and engage directly with customers through integrated emails and phone dialer.

Feature Enabled for Public preview General availability
Boost productivity with an intelligent and organized work list Users by admins, makers, or analysts Oct 10, 2020
Provide sellers with more granular control over a sequence Users by admins, makers, or analysts Oct 10, 2020
Streamline the sales admin experience Admins, makers, marketers, or analysts, automatically Oct 10, 2020
Provide sellers with conversation insights right where they conduct their daily business Users by admins, makers, or analysts Feb 2021
Enable automatic intelligent assignment for leads Users by admins, makers, or analysts Mar 2021
Zero-click sequence assignment Admins, makers, marketers, or analysts, automatically - Mar 2021

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

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

  • 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 users.

For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.