What's new and planned for Dynamics 365 Sales

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 (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 and gamification

With forecasting in Dynamics 365 Sales, we've introduced a set of capabilities that empower organizations to natively create and manage bottom-up sales forecasts to drive accountability and predictability in their sales processes.

Feature Enabled for Public preview Early access* General availability
Gamification admin experience now available in Unified Interface Admins, makers, or analysts, automatically - - Oct 2020
Enterprise-grade, fully customizable forecast End users, automatically - This feature is released. Aug 3, 2020 Oct 2020
Usability improvements to streamline the user experience End users, automatically - This feature is released. Aug 3, 2020 Oct 2020
Support for Dynamics 365 Assistant, ad-hoc reporting, and programmatic upload of quotas Admins, makers, or analysts, automatically - - Jan 2021

New Dynamics 365 Sales mobile experience

As part of our commitment to simplify CRM experiences and help sellers focus on selling, we’re introducing an intuitive mobile experience to offer quick access to customer information and make it easy to keep this information current.

Feature Enabled for Public preview Early access* General availability
Easily complete common tasks on the go End users by admins, makers, or analysts Oct 2020 - -
Find customer information easily when you're on the go, with improved search, lists, and forms End users by admins, makers, or analysts Oct 2020 - -
Get started quickly with a standalone sales app End users by admins, makers, or analysts Oct 2020 - -

Quote to cash

This product area includes capabilities and experiences delivering a rich, intuitive, end-to-end quoting business process for sellers and their customers.

Feature Enabled for Public preview Early access* General availability
Enhanced experience for adding product lines End users by admins, makers, or analysts Nov 2020 - Jan 2021

Usability enhancements

To make Dynamics 365 Sales better, we are continually introducing usability enhancements within the application that reduce friction and make features easier to use.

Feature Enabled for Public preview Early access* General availability
Get improved data management experience with simplified duplicate detection and merge capabilities End users by admins, makers, or analysts - - Oct 2020
Be more productive with new capabilities for the enhanced email experience End users, automatically - This feature is released. Aug 3, 2020 Oct 2020
Simplify your document workflows with enhanced PDF capabilities End users, automatically - This feature is released. Aug 3, 2020 Oct 2020

* Some features are available for you to opt-in as part of early access on August 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 and data centers (regions), go to the Dynamics 365 and Power Platform availability page.