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What's new or changed in Dynamics 365 Sales

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Wondering about upcoming and recently released capabilities in Dynamics 365 Sales? Check out the release planner site.

This article summarizes early access, public preview, and general availability features that were released in the last three months. The monthly release sections contain only those features that were deployed in all regions in that month. For example, if your Dynamics 365 org is in Canada, you'll receive the feature updates a few weeks earlier than the orgs in North America but the monthly release section will list that feature only after it's deployed in North America. For more information about the release schedule, see Released versions of Dynamics 365 Sales Enterprise.

March 2024 release

No new features or enhancements were released in March 2024. We'll be back with more updates next month.

February 2024 release

Feature area Feature Description Resources Turned on Availability
Copilot Get content recommendations from SharePoint Ask Copilot to get you the list of SharePoint documents related to products in an opportunity. Documentation By Admin Public preview
Forecasting Out-of-the-box forecasting Explore forecasting with zero configuration using the out-of-the-box forecasting Documentation For all users Public preview
Seller experience New look with refreshed styling Experience the new look by default as it’ll be auto-enabled. None For all users Early access
Opportunity management Pre-populate values in the Opportunity Close form Close opportunities effortlessly by prepopulating attributes from the corresponding opportunity Documentation By admins GA
Sequences Assign multiple sequences to multiple sellers or team for a record Assign multiple sellers to work on different sequences simultaneously for a record. This allows sellers or team to collaborate effectively to close deals. Documentation For all users GA
Sequences Plan and perform assigned tasks while previewing the sequence steps. You can preview the sequence steps within the context of a specific entity record, enabling you to plan and execute tasks effectively. Documentation For all users Public preview
Work assignments Migrate assignment rules and segments between environments Easily transfer assignment rules and segments between multiple environments (sandbox, dev, test, and production) with this feature, saving time and reducing errors. Documentation By admins GA
Sales app settings Admin settings overview page enhancements The admin settings now features an overview page with new enhancements including notifications and a search function to improve navigation efficiency. Documentation By admins GA
Focused view Set focused view as default for all entities The focused view option is moved under to the Show As menu on the command bar. Also, the application now remembers the user's choice of working in focused view for the configured entities, making it their default view upon the next sign-in. Documentation By admin Early access
Focused view Focused view is available as default for lead entity The key capabilities that users access in the grid layout are now brought into focused view, with the option to set the focused view as default for the lead entity. Documentation By admin Early access

January 2024 release

Feature area Feature Description Resources Turned on by Availability
Copilot Customize fields for summary and recent changes list You can configure up to 10 fields for generating summary and recent changes list. Documentation Admin GA

Get the latest version

New customers automatically get the latest version. If you're an existing partner or customer, check your email for notifications about updates.

For the latest available version in your region, see Released versions of Dynamics 365 Sales Enterprise.

See also