What's new and planned for Dynamics 365 Sales
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
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.
- For a list of the next wave's release plans, go to 2022 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
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 |
|---|---|---|---|---|
| Capture every customer interaction to provide real-time insights | Users by admins, makers, or analysts |
May 1, 2022 |
- | To be announced |
Facilitating digital selling
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 |
| Assign attributes per sales stage to improve predictive score accuracy | Users by admins, makers, or analysts | - | - |
Jul 29, 2022 |
| Measure the performance of predictive scoring model with accuracy reports | Users by admins, makers, or analysts | - | - |
Sep 30, 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 |
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 |
| Improve engagement by aligning activity on the right business day | Admins, makers, marketers, or analysts, automatically | - | - |
Aug 31, 2022 |
| Choose the right engagement plan for your customers | Users by admins, makers, or analysts | - | - |
Sep 16, 2022 |
| Get email schedule recommendations while engaging with your customers | Users by admins, makers, or analysts | - | - |
Sep 30, 2022 |
| Personalize the prioritized worklist using advanced filtering and sorting | Users by admins, makers, or analysts | - | - |
Sep 30, 2022 |
| Readjust sales outreach with changing business conditions | Users by admins, makers, or analysts | - | - |
Sep 30, 2022 |
| Improve seller productivity with better quality leads with Data hygiene | Users by admins, makers, or analysts |
Feb 1, 2022 |
- |
Sep 30, 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 |
|---|---|---|---|---|
| Drive seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings | Users by admins, makers, or analysts |
Apr 20, 2022 |
- | - |
| Collaborate with key stakeholders using Microsoft Teams chat from within Dynamics 365 | Users by admins, makers, or analysts |
Nov 5, 2021 |
- |
Sep 30, 2022 |
| Start a linked chat from co-presence in a record | Users by admins, makers, or analysts |
Jul 20, 2022 |
- |
Sep 30, 2022 |
* 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.