What's new and planned for Dynamics 365 Sales
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
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.
- For a list of the next wave's release plans, go to 2021 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 |
Mar 30, 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 |
| LinkedIn Sales Insights for Dynamics 365 – bring account insights from LinkedIn automatically into Dynamics 365 | Users by admins, makers, or analysts | - | - |
Feb 16, 2021 |
| Streamline premium enablement and Sales Insights add-in installation | Admins, makers, marketers, or analysts, automatically | - | - |
Feb 26, 2021 |
* 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.