17 features included in release plans
Dynamics 365 Sales 2025 release wave 1
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Organizations that rely on semiannual releases for major changes may find that it limits the speed of innovation and delays access to newer features. With this feature, the Sales Hub app will be enabled for monthly release channel, allowing it to be updated every month. This frequent update cycle ensures that the Sales Hub app receives the latest, generally available features as quickly as possible, enabling you to stay at the forefront of innovation and continuously improve your workflows.
Feature Details
With this feature, the out-of-the-box Sales Hub app shipped by Microsoft is enabled to use the monthly channel instead of the semiannual channel. This change allows you to get new features every month instead of having to wait for the semiannual releases. To learn more about features shipping in the monthly channel, go to Monthly channel release notes for model-driven apps.
Release channel configuration provides three options: Auto, Monthly, and Semiannual. Currently, Auto is set as the default value for the Sales Hub app. With 2024 release wave 2, the release channel for the Sales Hub app is being changed from Auto to Monthly. If you want to continue using the semiannual channel, you can set the app release channel to Semiannual before October 2024. If you’d like to enable the monthly channel for other model-driven apps, you need to set it manually.
Enabled for:
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We are upgrading our Exchange infrastructure to enhance support for Dynamics 365 Sales Premium features such as Relationship analytics and Who knows whom. With this release, Exchange data integration will shift to server-side synchronization (SSS), enabling more granular control over email sync settings. This boosts reliability and provides users with greater flexibility in managing the timing and scope of their email synchronization.
Feature Details
To leverage the new Exchange integration, you must configure server-side synchronization for Dynamics 365 Sales Premium features to work with your exchange activities.
For detailed setup instructions, see Set up server-side synchronization of email, appointments, contacts, and tasks.
Enabled for:
- The author created this article with assistance from AI. Learn more
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As a seller, you expect chat systems to understand not only general inquiries but also your organization’s unique language and business nuances. You seek a solution that accurately interprets industry terminology and delivers relevant, context-specific responses. Consistency and accuracy in responses are essential, making the chat system a dependable tool for daily operations. A glossary solution within Microsoft Copilot Studio would allow admins to integrate business-specific terms, enabling you to receive precise answers to your questions.
A glossary enables Copilot to understand and use business-specific terms accurately, ensuring responses are consistently relevant to your context. This improves efficiency in closing deals, as you can easily access information with familiar terminology, allowing you to address concerns, gather relevant facts, and answer questions quickly, ultimately streamlining the path to a successful deal.
Feature Details
With this feature, you can:
- Define a glossary with terms and logic that are relevant for your business. This helps you gain greater control over how Copilot interprets your queries. This includes defining business-specific terms, customizing ownership models, fine-tuning CRM queries, and setting guidelines for terms like "top," "best," and "we."
- Access the glossary across all skills, including custom skills, ensuring consistent understanding and responses across various contexts.
Enabled for:
- The author created this article with assistance from AI. Learn more
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In the world of sales, seamlessly engaging with customers across linguistic boundaries is essential.
With the latest updates to Copilot in Dynamics 365 Sales, you can now rely on Copilot to read documents in various languages and provide answers in your preferred language. This enhancement enables you to quickly access information from multilingual sources without language constraints, allowing you to maintain a consistent workflow in your chosen language.
By bridging language differences in the background, this feature helps you deliver a smooth, personalized customer experience that fosters better understanding and drives sales success. Now, you can focus on connecting with customers while Copilot manages the language nuances for you.
Feature Details
As a seller, you can get answers to your questions from SharePoint documents in your preferred language. Copilot searches all SharePoint files that you have access to and translates the answers from the documents to the language you prefer.
Copilot can answer questions from documents in the following languages:
- Chinese (simplified)
- Czech
- Danish
- Dutch
- Finnish
- French
- German
- Greek
- Italian
- Japanese
- Korean
- Norwegian
- Polish
- Portuguese (Brazil)
- Russian
- Spanish
- Swedish
- Thai
- Turkish
This feature is automatically enabled with Copilot in Dynamics 365 Sales. Learn more about enabling Copilot in Dynamics 365 Sales at Turn on and set up Copilot in Dynamics 365 Sales.
Enabled for:
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As a seller, you often struggle with writing effective emails to communicate with your customers. You may face challenges such as not knowing how to structure your emails, which information to include or exclude, or how to strike the right tone. This can lead to poor customer engagement, lost sales, and damage to their brand image. Though organizations try to use templates, most of the emails sent cannot be standardized and thus templates are not very useful in such scenarios.
Email assistance can provide tremendous value to you by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that are tailored to meet the specific needs of each customer. By using natural language processing (NLP) algorithms, Copilot can help you craft clear, concise, and compelling emails that resonate with your audience. This can lead to improved customer engagement, increased sales, and enhanced brand reputation. You can adjust the tone and length of the message to better resonate with customers, fostering stronger connections. You can also customize the suggested content before you send it.
Feature Details
Copilot lets you spend less time composing emails. With this feature, you can:
- Select a predefined category or enter your text and Copilot will suggest content with specific prompts and actions.
- Adjust the tone and length of the email.
- Customize the suggested content before you send it.
Enabled for:
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In the fast-paced world of sales, you often work on multiple accounts simultaneously. It can be challenging to stay on top of all your accounts and gather relevant information efficiently. With the Account summary feature, you can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This enables you to quickly research an account.
You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.
Feature Details
As an admin, you can:
- Enable Copilot Account summary for any Dynamics 365 application.
- Configure the entities and fields to use for creating the account summary.
As a seller, you can:
- Get a 360-degree view of your account, which is built using all the data associated with the account.
- View a summary of the associated opportunities.
- Know about the associated leads.
- Learn the latest news about the account.
Enabled for:
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Sales teams often spend a lot of time identifying and prioritizing high-potential leads, but that can result in wasted time and missed opportunities.
This feature directly addresses these issues by surfacing the most impactful leads within the seller's workflow, explaining the reasoning behind prioritization, and providing the next best action. This streamlined process enhances lead qualification and empowers sales teams to execute necessary actions efficiently, improving overall sales performance and increasing the likelihood of meeting targets.
Feature Details
As a seller, you can:
- View your top leads in a carousal across the lead and opportunity views.
- Understand why Copilot prioritized the leads over the others.
- Take the recommended next best action to move the deal forward.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Sellers often juggle multiple leads and opportunities, making it challenging to stay organized and respond to various customer requests. This complexity can lead to missed follow-ups and delays in the sales process, ultimately hindering their ability to close deals. Our latest update addresses these issues by automatically capturing essential follow-up actions from conversations. By suggesting next steps such as sending emails or scheduling meetings, it empowers sellers to focus on engaging with customers rather than managing tasks. This increased efficiency enhances productivity and fosters a smoother sales process, allowing sellers to meet customer expectations more effectively.
Feature Details
As a seller, you can:
- Get a list of follow-up action items gathered from customer conversations such as emails and Teams meetings from Copilot.
- Get email content suggestions for follow-ups to ensure timely, consistent, and high-quality communication with customers.
- Get suggestions for meeting agendas and participants to streamline coordination and keep the sales process running smoothly.
- Track follow-up actions and stay organized as Copilot identifies and creates tasks for you.
Enabled for:
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As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.
Feature Details
As a seller, you can use Copilot chat to:
- Get a summary of the documents stored in SharePoint that you have access to.
- Get a summary of the documents associated with your contact, opportunity, lead, and account.
- Use the summary to understand the budget, authority (decision maker), need, and timeline based on various documents.
Watch the demo to know how to use the feature.
This feature is automatically enabled with Copilot in Dynamics 365 Sales. Learn more about enabling Copilot in Dynamics 365 Sales at Turn on and set up Copilot in Dynamics 365 Sales.
Enabled for:
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As a seller, you typically need to build a qualified pipeline to cover 2-3 times of your target quota goal. However, doing so requires manual work across fragmented tools. It's also inefficient as you have to spend hours each week sending hundreds of prospecting emails, only to book 2-3 meetings with prospects, of which perhaps one will convert to a qualified opportunity.
The sales qualification agent in Dynamics 365 Sales now eliminates the human toil by autonomously researching information about every lead from CRM data and public web sources, making a recommendation on whether that lead should be qualified and pregenerating an email with highly personalized talking points to grab the prospect's attention. To ensure that you never miss the best moves to build a qualified pipeline, the agent surfaces the most important actions you should take on your leads in a new UI that follows you across lead and opportunity grids. With the agent, you can now spend more time meeting customers and less time triaging leads.
Feature Details
The sales qualification agent combines the power of three agents that work together to help sellers build a qualified pipeline more efficiently:
The research agent uses data from CRM and public web sources as well as existing copilot skills to synthesize key customer and account data. It enables sellers to:
- Decide on whether to engage with the lead using the agent-generated recommendation.
- Get a 360-degree picture through lead and account summaries.
- Confirm that the lead has a valid email address and has consented to emails and phone calls.
- Know who can make an introduction (coworkers who know the lead).
- Verify that the lead's company's finances, priorities, and business environment are aligned with their solution area (Account 10-K, strategic priorities, and so on).
- Get suggestions for who else at the lead's company to contact.
- See existing opportunities tied to lead/contact and account.
- Review a personalized email, composed using talking points generated from the synthesized research, to send to the prospect.
The prioritization agent assesses the strength of the data and signals, and evaluates common criteria such as authority, budget, and others to identify leads with the highest likelihood to close. It enables sellers to:
- Get the list of leads to focus on instantly.
- Stay on top of triaging high-quality leads as the new UI follows you across lead and opportunity grids.
The engagement agent creates a personalized email to engage the lead, based on all the data gathered by the research agent, to maximize response rates.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Sellers know that sending follow-up emails significantly increases their chance of getting a reply, booking a meeting, and accurately qualifying a lead. However, they often miss out on follow-ups due to insufficient time, competing tasks, lack of a reminder, and so on. The sales qualification agent automates follow-ups with leads, nudging if there is no response, reminding if they’re out of the office, and facilitating a meeting when positive intent is detected.
Unlike traditional cadences, the agent can dynamically adjust what is sent and when, based on the context of a lead’s response. This way, sellers can ensure they consistently engage leads with the right content, at the right time, and without manual effort. This will make sellers more effective by increasing the number of replies received, customer meetings set and leads progressed through the sales process.
Feature Details
Automated and dynamic follow-ups based on lead response: Eliminate manual effort to draft, send, and track the right follow-up emails with automatic follow-ups that are triggered after an initial email and dynamically adjust the number of mails, the cadence, and the content according to a lead’s reply.
Out-of-office (OOF) response management: Improve engagement efficiency by automatically detecting out-of-office responses and adjusting the follow-up schedule, resuming only when the prospect is available to respond.
Lead self-booking: Save sellers time on admin tasks by allowing prospects to easily schedule meetings by selecting available times that align with the seller’s calendar in real time.
Enabled for:
- The author created this article with assistance from AI. Learn more
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As a seller, you aim to expand your pipeline and boost conversions but often you might miss valuable cross-sell and upsell opportunities hidden within service interactions. Customer service teams handle product inquiries and challenges that signal high purchasing intent, yet you may struggle to receive these insights in time.
The sales qualification agent in Dynamics 365 Sales bridges this gap by automatically identifying new leads from existing accounts and customers by aggregating their service interactions and case history. For example, a customer reaching out to support after hitting a service limit could indicate a need for an upgrade, or frequent inquiries about a premium feature might signal interest in an upsell. By leveraging these insights, you can drive revenue growth and strengthen customer relationships.
Feature Details
As a seller, you get the following experiences:
Pipeline expansion: Uncover cross-sell and upsell opportunities by automatically analyzing customer support cases, surfacing potential leads that might have otherwise been missed.
Complete customer view: Gain complete insights into customers' service engagement histories, empowering sellers to tailor their outreach with personalized messaging based on previous interactions, only at the right time. For example, only when the service case has been closed, or an outage has been resolved for optimal, effective engagements.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Sellers frequently face delays in following up to customer replies because they must manually sort through each response, decide who to pursue, who to disqualify, and who to route to support.
With the support of the sales qualification agent, sellers can automate this task of reading each reply and classifying the intent. The agent can parse replies to automatically identify budget, need, timing, or other purchase criteria and separate out support queries to redirect to your support teams. This allows sellers to act swiftly on warm leads while ensuring the leads that are low on purchasing intent are automatically routed to the right marketing nurture or customer support channels, optimizing both the seller’s time and the customer’s experience.
Feature Details
Automated response classification: Automatically classify customer responses by purchase intent (Interested, Not Interested, Disqualified), enabling sellers to prioritize effectively.
Lead auto-disqualification: Automatically disqualify leads based on low/no-interest responses, ensuring sellers focus on high-quality prospects.
Support inquiry identification: Detect and route customer messages flagged as support requests, freeing sellers to concentrate on sales activities.
Admin control for intent classification: Admins can toggle predefined intent classifications, allowing customization of automated response handling based on business needs.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Sellers have their own tried-and-true selling techniques, including a unique tone of voice to use in email outreach to leads. This is important to improve email engagement from leads because it allows sellers to personalize outreach with an effective tone that differentiates them from other sellers. The sales qualification agent will now generate emails in the seller’s own tone of voice, so they draft more consistent communications that lead to better response rates and qualification outcomes.
Feature Details
Custom tone creation: Allow sellers to create and save a personalized tone of voice to match their unique communication style, based on a simple natural language description or from sample prior emails they have sent.
Tone application in emails: Apply a seller’s personalized tone of voice automatically to emails, ensuring consistent, authentic messaging across communications.
Predefined tone selection: Enable sellers to choose from a library of predefined tones of voice, such as formal, casual, or friendly.
Tone consistency across communications: Ensure emails reflect the seller's preferred tone, maintaining consistency and enhancing rapport with leads and customers.
Enabled for:
- The author created this article with assistance from AI. Learn more
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Boost your sales team's efficiency with a customized sales qualification agent that seamlessly integrates industry and company-specific insights to streamline workflows and sharpen lead qualification. Different industries and companies rely on unique data to assess a lead’s fit with their ideal customer profile (ICP). For instance, financial services teams may prioritize prospects based on total assets under management, while technology teams may focus on subscription usage.
While much of this information comes from CRM data, key insights can come from outside the CRM—proprietary tools, public web resources, SharePoint files or internal data estates. By tailoring the agent to your specific data needs, your sellers gain quick access to the insights that matter most, enabling them to spend less time on research and more time engaging in high-value conversations that drive meaningful results.
Feature Details
You can now fine-tune the sales qualification agent by defining custom instructions that mimic the intuition of the best sellers on your team. Enable the Sales qualification agent to make more informed qualification and prioritization decisions by configuring it to use external data sources.
- Specify openly accessible web resources the Sales qualification agent can access to identify the lead's company finances, priorities, and business environment. For instance, organizations selling to public sector companies may need data available on government websites.
- Effortlessly ground the agent with your first-party data sources—for instance, lakehouses such as Microsoft Fabric and databases such as Azure SQL and Oracle—using Microsoft Copilot Studio’s out-of-the-box tools.
- Customize the agent to retrieve insights from third-party platforms, including case history from ServiceNow, keyword search data from 6Sense, order history from SAP, and specific insights from designated websites.
- Easily define the qualification and prioritization criteria by explaining it in simple words.
Enabled for:
- The author created this article with assistance from AI. Learn more
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The opportunity pipeline view in Dynamics 365 Sales now offers an even more empowering experience for opportunity management. By placing you, the seller, at the center of your workflows, it enables you to view your entire pipeline with new-found clarity, gather context quickly, take actions efficiently, and work in a manner that truly suits your needs.
This upgraded pipeline view allows you to further streamline your sales strategies. You can now group opportunities dynamically based on critical factors such as account name, seller name, or closing date/month. This functionality enhances your ability to segment and target specific areas of your pipeline, ensuring a more personalized and effective approach to each opportunity.
In addition to the improved grouping capabilities, Dynamics 365 Sales now facilitates the aggregation of numeric values. You can effortlessly assess the total estimated revenue within your pipeline or within specific grouped segments. This feature equips you with invaluable insights into the financial potential of your opportunities, making it easier to prioritize and focus on deals that contribute significantly to the bottom line.
Feature Details
As a seller, you can:
- Group opportunities by account name, seller name, closing date/month, or any other relevant field.
- Aggregate numeric values such as estimated value and actual revenue in the editable grid.
Enabled for:
Business Value
Business Value
Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process, aligning it precisely with your organization's unique needs and sales criteria. This agile configuration eliminates back-and-forth interactions and saves valuable time, promoting swift, informed lead evaluation.
As a sales professional, you can benefit from insightful Copilot lead summaries, which provide clear and concise lead overviews for informed decision-making. The ability to create multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, redundant data entry is eliminated as fields of the generated opportunities are prepopulated, boosting your productivity and ensuring focused efforts on high-value sales activities.
Feature Details
As an administrator, you can:
- Configure the lead qualification process to ensure that leads are thoroughly evaluated.
- Enable Copilot to generate a lead qualification summary.
- Configure the creation of multiple opportunities from a single lead.
As a seller, you can:
- Assign newly generated opportunities to other sellers, fostering collaboration and maximizing sales team efficiency.
- View the AI-generated lead qualification summary after a lead is qualified.
- Choose to create multiple opportunities from a single lead.