What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from April 2022 through September 2022. 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 2021 release wave 2 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.

Conversation intelligence

Talking directly with customers is an integral part of any sales cycle. Conversation intelligence allows your organization to capture customer interactions, automatically transcribe calls, analyze content, and deliver intelligent insights.

Feature Enabled for Public preview Early access* General availability
Get the right insight, at the right time, at the right place Users by admins, makers, or analysts Sep 2022 - -
Capture every interaction with the customer to provide real-time business insights on top of any conversation Users by admins, makers, or analysts May 1, 2022 - Aug 2022

Facilitating digital selling

Sellers today need digital tools to meet customer expectations. Selected Dynamics 365 Sales Premium features will be available to customers with a Dynamics 365 Sales Enterprise license to help showcase the value.

Feature Enabled for Public preview Early access* General availability
Experience sales accelerator, conversation intelligence, and predictive scoring with Dynamics 365 Sales Enterprise license Users by admins, makers, or analysts - - Apr 1, 2022
Sales Hub is now preinstalled on all environments Users, automatically - Jan 31, 2022 Apr 22, 2022

Forecasting and pipeline intelligence

Provide sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline.

Feature Enabled for Public preview Early access* General availability
Filter the underlying opportunities of a forecast Users, automatically - Jan 31, 2022 Apr 1, 2022
Monitor stagnated deals and how they impact the predictive score Users by admins, makers, or analysts Jan 31, 2022 - Apr 1, 2022
Streamline your forecasting workflow with default experiences Users by admins, makers, or analysts Feb 18, 2022 - Apr 1, 2022
Measure the performance of predictive scoring model with accuracy reports Users by admins, makers, or analysts - - Jun 2022
Assign attributes per sales stage to improve predictive score accuracy Users by admins, makers, or analysts - - Jul 2022
Compare annual projections with actual progress over multiple periods Users by admins, makers, or analysts - - Sep 2022
Support for yearly and weekly forecast periods Users by admins, makers, or analysts - - Sep 2022

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 Mar 30, 2021 - May 30, 2022

Reporting

Quick and easy access to comprehensive and standardized Dynamics 365 Sales product usage insights.

Feature Enabled for Public preview Early access* General availability
Quick and easy access to comprehensive and standardized Dynamics 365 Sales product usage insights Users by admins, makers, or analysts Jun 2022 - Aug 2022

Sales accelerator and process automation

Guide sellers with predictive analytics and process automation in a single workspace to close more deals.

Feature Enabled for Public preview Early access* General availability
Update activities from sequence step and correlate it with timeline activities Users by admins, makers, or analysts - - Apr 1, 2022
Enable Outlook integration to avoid double booking Users by admins, makers, or analysts Dec 14, 2021 - Apr 1, 2022
Make quick decisions with enhancement to worklist cards Users by admins, makers, or analysts - - Apr 22, 2022
Engage efficiently with your customers Users, automatically - Jan 31, 2022 Apr 22, 2022
Move sequences between environments seamlessly to enable sellers to get started quickly Admins, makers, marketers, or analysts, automatically - - May 13, 2022
Quickly implement sequences using ready-to-use and preconfigured templates Admins, makers, marketers, or analysts, automatically - - May 13, 2022
Coach sellers with manager dashboards and improve seller efficiency with seller KPIs Users by admins, makers, or analysts Dec 3, 2021 - Jun 2022
Customizable worklist cards for right contextual information to the seller Users by admins, makers, or analysts - - Jul 2022
Personalize the prioritized worklist using advanced filtering and sorting Users by admins, makers, or analysts - - Jul 2022
Choose the right engagement plan for your customers Users by admins, makers, or analysts - - Aug 2022
Get email schedule recommendations while engaging with your customers Users by admins, makers, or analysts - - Aug 2022
Improve seller productivity with better quality leads with Data hygiene Users by admins, makers, or analysts Feb 1, 2022 - Aug 2022
Get notified when customers actively engage with you Users by admins, makers, or analysts - - Sep 2022
Readjust sales outreach with changing business conditions Users by admins, makers, or analysts - - Sep 2022

Teams and Outlook collaboration

Enable sellers to be productive from wherever they are with Dynamics 365 integrations between Microsoft Teams and Outlook.

Feature Enabled for Public preview Early access* General availability
Start a linked chat from co-presence in a record Users by admins, makers, or analysts Jul 2022 -
AI-based contact suggestions for starting linked chat conversations for selected entity types Users by admins, makers, or analysts Sep 2022 - -
Collaborate with key stakeholders using Microsoft Teams chat from within Dynamics 365 Users by admins, makers, or analysts Nov 5, 2021 - Jun 2022
Easily edit a Dynamics 365 record within a Microsoft Teams conversation Users by admins, makers, or analysts Apr 28, 2022 - Aug 2022
Seamlessly add activities and notes to Dynamics 365 records from within a Microsoft Teams chat or channel Users by admins, makers, or analysts Apr 28, 2022 - Aug 2022
Share Dynamics 365 records in a Microsoft Teams message Users by admins, makers, or analysts Apr 28, 2022 - Aug 2022
Take action on business data contextually right from within Teams chats Users by admins, makers, or analysts Aug 2022 - Aug 2022
Accelerate productivity and collaboration with Teams meeting integration Users by admins, makers, or analysts - - Sep 2022
Access and update Dynamics 365 records right from within Teams meetings Users by admins, makers, or analysts - - Sep 2022
Associate Teams meetings to Dynamics 365 records from wherever you work Users by admins, makers, or analysts - - Sep 2022
Configure and customize Teams meeting integration to your business needs Users by admins, makers, or analysts - - Sep 2022
Drive seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings Users by admins, makers, or analysts Apr 7, 2022 - Sep 2022
Quickly add relevant stakeholders to Microsoft Teams chat using suggested contacts Users by admins, makers, or analysts Aug 2022 - Sep 2022
Unified admin experience for embedded Teams chat settings Users by admins, makers, or analysts Aug 2022 - To be announced
Organizations can apply Dynamics 365 template for Sales when creating shared workspaces in Teams to collaborate effectively Users by admins, makers, or analysts Sep 2022 - To be announced
Organizations can leverage data and insights from Deal room dashboard that is set up when Deal room template is applied Users by admins, makers, or analysts Sep 2022 - To be announced

* You are able to opt into some features as part of early access on January 31, 2022, 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.