What's new in Dynamics 365 for Sales

Welcome to Dynamics 365 for Sales! Visit this page to see what’s added or updated recently.

Dynamics 365 for Sales, Dynamics 365 for Customer Engagement apps, version 9.1

  • Dynamics 365 for Sales introduces Playbook, a new capability to help organizations automate repeatable sales activities and respond to external events. It provides proactive and predictive event-driven guidance that can suggest the next best actions and surface relevant activities to successfully respond to external events. More information: Enforce best bractices with playbooks

    Note

    The playbook capability is currently available only in the Sales Hub app in Dynamics 365 for Customer Engagement. It is being released with Dynamics 365 for Sales application version 9.0.1810.4006 or later and the server version 9.1.0.0263 or later, as part of weekly release of the product to individual geographies. To learn about updating an app solution, see Install, update, or remove a preferred solution.

Dynamics 365 for Sales, Spring 2018 (Dynamics 365 for Customer Engagement apps version 9.0.2)

  • Sales admin settings: With Dynamics 365 for Customer Engagement apps version 9.0.2.2082, all the sales settings are now available in the Sales Hub app. An administrator doesn't have to use the web application to configure price lists, units, product catalog and goal settings right from the Sales Hub app.

  • View hierarchical data: With Dynamics 365 for Customer Engagement apps version 9.0.2.2082, you can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts in the Sales hub app. You can click a tile in the chart to get the full details and then navigate to the info you’re interested in. More information: See relationships in a hierarchical view

  • Sales app is built on the Unified Interface framework for consistent user experience: The new Sales Hub app delivers a consistent, uniform, user interface, and follows responsive design principles for optimal viewing on any screen size or device. Entities used in the sales process, including products, goals, and sales literature, run on this responsive platform and conform to common data model standards.