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 2021 through September 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.

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.

Accelerator workspace

The sales accelerator workspace offers a guided selling experience, powered by AI, to enable velocity sellers to close more deals.

Feature Enabled for Public preview Early access* General availability
Smart sequences – branching based on BPF state, entity property, and global exit criteria Admins, makers, marketers, or analysts, automatically - - Jun 1, 2021
Lead generation and nurturing Users by admins, makers, or analysts - - Jul 26, 2021
Smart sequences – command action and email template Admins, makers, marketers, or analysts, automatically - - Aug 2, 2021

Collaboration with Microsoft Teams

Enhance the sales collaboration experience within Dynamics 365 Sales through integration of Microsoft Teams.

Feature Enabled for Public preview Early access* General availability
Setup and security enhancements to Dynamics 365 app for Microsoft Teams Users by admins, makers, or analysts Jul 19, 2021 - -
Access contextual list of Microsoft Teams channel and chats from within Dynamics 365 Users by admins, makers, or analysts Sep 15, 2021 - -
Engage in a Microsoft Teams chat from within Dynamics 365 Users by admins, makers, or analysts Sep 15, 2021 - -

Digital selling

Aims to help inside sellers sell smarter by building a strong pipeline, offering context, and surfacing automated recommendations.

Feature Enabled for Public preview Early access* General availability
Enable automatic intelligent assignment for leads Admins, makers, marketers, or analysts, automatically Jun 4, 2021 -
Enhance personal settings Users, automatically - Feb 1, 2021 Apr 1, 2021
Automation and adaptive sequences Users by admins, makers, or analysts - - Apr 10, 2021
Zero-click sequence assignment Admins, makers, marketers, or analysts, automatically - - Apr 10, 2021

Forecasting and pipeline analytics

Improvements to forecasting and predictive scoring.

Feature Enabled for Public preview Early access* General availability
Attribute insights for driving predictive scoring model clarity Admins, makers, marketers, or analysts, automatically - - Apr 1, 2021
Clone an existing forecast Admins, makers, marketers, or analysts, automatically - - Apr 1, 2021
Custom fiscal period support Admins, makers, marketers, or analysts, automatically Feb 5, 2021 - Apr 1, 2021

Mobile

Mobile is an essential part of solving one of the biggest challenges faced by sales organizations today – how to help sellers access what they need, when they need it, wherever they are, and make it easy for them to log and share information in real time.

Feature Enabled for Public preview Early access* General availability
Come prepared to customer engagements Users by admins, makers, or analysts Feb 1, 2021 - Apr 30, 2021
Find, interact, and create customer information easily Users by admins, makers, or analysts Feb 1, 2021 - Apr 30, 2021
Log and share information effortlessly Users by admins, makers, or analysts Feb 1, 2021 - Apr 30, 2021

Pipeline management

The new deal manager workspace provides an optimized and user-centric experience to empower sellers to effectively keep their pipeline healthy.

Feature Enabled for Public preview Early access* General availability
Ability to customize and configure deal manager Users by admins, makers, or analysts Jul 15, 2021 - -
Advanced editable grid to update deals with ability to personalize columns Users by admins, makers, or analysts Jul 15, 2021 - -
Enhanced productivity with new record side panel form Users by admins, makers, or analysts Jul 15, 2021 - -
Interactive visual charts that can be personalized by sellers Users by admins, makers, or analysts Jul 15, 2021 - -
New workspace experience that is engaging, intuitive, and accessible from Sales hub and other custom apps Users by admins, makers, or analysts Jul 15, 2021 - -
Quickly filter data within workspaces through data slicers Users by admins, makers, or analysts Jul 15, 2021 - -
Track the most relevant metrics Users by admins, makers, or analysts Jul 15, 2021 - -
Trigger key actions and activities directly from the grid and the record side panel Users by admins, makers, or analysts Jul 15, 2021 - -

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 Apr 2, 2021 - -

* You are able to opt in to some features as part of early access on February 1, 2021, 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.