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. 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.

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, marketers, or analysts, automatically - Oct 23, 2020
Enterprise-grade, fully customizable forecast Users, automatically Aug 3, 2020 Oct 23, 2020
Usability improvements to streamline the user experience Users, automatically Aug 3, 2020 Oct 23, 2020

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 Users by admins, makers, or analysts Dec 31, 2020 To be announced
Find customer information easily when you're on the go, with improved search, lists, and forms Users by admins, makers, or analysts Dec 31, 2020 To be announced
Get started quickly with a standalone sales app Users by admins, makers, or analysts Dec 31, 2020 To be announced

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 Users by admins, makers, or analysts Feb 2021 Mar 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
Be more productive with new capabilities for the enhanced email experience Users, automatically Aug 3, 2020 Oct 1, 2020
Simplify your document workflows with enhanced PDF capabilities Users, automatically Aug 3, 2020 Oct 1, 2020
Get improved data management experience with simplified duplicate detection and merge capabilities Users by admins, makers, or analysts - Oct 5, 2020

* You are able to opt in to some features as part of early access on August 3, 2020, including all mandatory changes that affect users. To learn more, go to Early access FAQ.

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.