23 features included in release plans

Dynamics 365 Sales 2025 release wave 1

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Business Value

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:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.

Change history
Timelines:
Early Access: Aug 12, 2024
Public Preview: ---
General Availability : Oct 21, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Users, automatically

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Dec 1, 2024
General Availability : ---
Last updated: Dec 20, 2024

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

As a sales leader, it can be hard to gain visibility into the state of your business, chasing your team for updates, and spending days gathering data without getting the full picture.

With the sales research agent in Dynamics 365 Sales, you can use natural language to start a dialog with your data or pick from AI-suggested topics. This dialog helps you gain deep understanding of the sales performance of your team, territory, and product portfolio.

You can access the research workspace directly from within Dynamics 365 Sales where you're already connected to your sales data. When you ask a research question, the agent creates a research plan. It then gathers, analyzes, and transforms data into meaningful research outputs. These outputs are tailored to your context, business domain knowledge, and deep understanding of the business data, and are delivered to you as comprehensive, AI-generated research blueprints.

The sales research agent is not just bringing back answers but suggestions for where to go next. You can effortlessly build multibranch research journeys and zoom into any research finding to explore the output from different angles using the AI cursor, a new AI-powered, context-aware approach to engaging you in the research journey. You can even augment your research by uploading data files from external sources such as HR or e-commerce to provide additional context and richer outcomes by building a comprehensive understanding of your business.

Feature Details

As a sales manager, you can:

  • Create multibranch research journeys over your Dynamics 365 Sales data and augment it with any data from local files (Excel, PDF) for a comprehensive view of your business.

  • Use AI-suggested, prebuilt topics that are optimized for your role to get started or ask your own questions using natural language to seek insights into complex business problems.

  • Use the AI cursor to click anywhere on the canvas to start a conversation, zoom into any research finding, change a visualization, or add more data.

  • Go behind the scenes to see the reasoning behind the research outcomes.

  • Save your workspaces for later use, update with new data, and regenerate blueprints or new research findings.

Enabled for:

Admins, makers, marketers, or analysts, automatically
This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Admins, makers, marketers, or analysts, automatically

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 29, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Jun 16, 2023
General Availability : Oct 1, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2023 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.

Change history
Timelines:
Early Access: Jul 29, 2024
Public Preview: ---
General Availability : Oct 20, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Users, automatically

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : ---
Last updated: Dec 20, 2024

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : ---
Last updated: Dec 20, 2024

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Nov 5, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

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 (though each agent is not available independently) :

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 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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history


General availability date moved to Jul 2025 Jan 31, 2025
Timelines:
Early Access: ---
Public Preview: Mar 2025
General Availability : Jul 2025
Last updated: Jan 31, 2025

Included in:
2025 release wave 1
2024 release wave 2

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Jan 23, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Jan 23, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

This feature helps you stay on top of customer questions by providing auto-generated email drafts with relevant answers from integrated knowledge sources. By reducing manual effort and ensuring consistent, high-quality responses, you can respond faster, improve accuracy, and focus on building stronger customer relationships—ultimately accelerating deal cycles and enhancing engagement.

By streamlining email responses, this feature enhances efficiency, improves customer engagement, and ensures sellers provide well-informed, high-quality replies.

Feature Details

As an admin, you can configure the SharePoint folders that act as your company's knowledge source.

As a seller, you get auto-generated responses that are high quality and accurate:

  • The answers are pulled from the configured knowledge sources to ensure accuracy.
  • The agent intelligently identifies and includes relevant information in the draft.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: May 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

As a sales team, you often struggle to capture a lead's attention in the initial outreach. By integrating social proof—such as customer testimonials, success stories, case studies, and reviews—directly into outreach emails, you can quickly establish credibility and trust. This evidence of proven success reassures leads about the company's ability to deliver results, which is especially crucial in B2B sales where buyers may be unfamiliar with the product or company. The result is higher engagement, improved lead conversion, and ultimately, increased revenue.

The agent will include a relevant social proof in outreach emails. This reduces your effort and ensures that the most relevant and impactful social proof is used.

Feature Details

With this feature, the agent automatically selects and includes a relevant customer success story in each outreach email, saving you time and effort.

  • As a sales operations admin, you can configure SharePoint folders containing approved social proof materials. The agent will parse these resources and choose the most pertinent example for each email.

  • As a seller, you can provide a text blob containing multiple social proofs. The agent intelligently extracts and incorporates the most relevant piece into the mail.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: May 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Jan 23, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Identifying high-engagement contacts enables targeted follow-up, allowing sales teams to focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement, driving higher conversion rates and improving overall sales outcomes.

Feature Details

The email engagement enhancement highlights key engagement metrics, displaying only the first and most recent instances of clicks, replies, attachment views, and opens, while omitting all other instances. This keeps the focus on the most critical interactions. To access this feature, ensure that the email engagement option is enabled in the Sales Insights settings of the sales application.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: ---
General Availability : Jan 31, 2025
Last updated: Mar 04, 2025

Included in:
2024 release wave 2

Enabled for:
Users, automatically

Business Value

Marketing interactions such as attending a product demo or engaging with an email campaign are strong indicators of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the sales qualification agent now automatically incorporates email interactions, event attendance, and form submissions to prioritize and surface the most engaged leads.

This seamlessly bridges the gap between marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales, saving significant time and costs. You can also define high-intent interactions such as a Contact Us form submission or attendance at a product demo event as signals requiring timely engagement. This ensures sellers focus on the most valuable opportunities sooner.

With this feature, the agent streamlines lead prioritization using engagement data, enabling sales teams to quickly act on potential opportunities.

Feature Details

As an admin, you can flag leads with strong buying signals, like demo requests or key event attendance.

As a seller, you can:

  • Get a prioritized list of leads based on recent email interactions such as opening and clicking, event attendance, and form submissions. For example, a lead who opened multiple emails and attended a webinar last week would be prioritized higher than one who engaged months ago.
  • Get a clear explanation of the marketing interactions that contributed to prioritization.

This feature is enabled by default for customers using both Dynamics 365 Sales and Customer Insights - Journeys.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

As a sales team, you need research that is not only comprehensive but also tailored to your specific industry, customer segments, and business strategy. While a sales qualification agent’s out-of-the-box research provides broad insights, many organizations rely on industry-specific sources, regulatory databases, or niche publications to make informed decisions.

With this enhancement, the agent can deliver more relevant, customized insights by incorporating data from public web sources that matter most to each business. You can gain real-time access to industry-aligned insights and can engage leads with deeper context, using up-to-date information—ensuring outreach is timely and impactful.

Feature Details

As an admin, you can configure the sales qualification agent to pull in relevant insights from specific web sources, tailoring research to your industry needs.

For example, Contoso’s sales ops team wants sellers to see industry details for incoming leads based on NAICS codes. By specifying sources that provide NAICS classifications, admins can ensure that sellers receive industry insights directly in their workflow, streamlining research and enabling faster, more informed engagements.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: Feb 3, 2025
Public Preview: ---
General Availability : Apr 2025
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users, automatically

Business Value

CRM systems often suffer from data quality issues, with duplicate records being one of the most common problems. This hampers seller productivity and their interactions with customers by presenting an inconsistent view of customer data. Sales operations professionals spend significant time managing duplicates. Now, agents autonomously identify patterns of duplicate records and generate match rules to resolve them, providing sellers with a comprehensive view of every record—leading to a better customer experience, improved qualification, and higher close rates.

Feature Details

The agent uses language models to identify duplicates, based on your data, and automatically merges records that have a high-confidence duplicate match score. Customers can:

  • Receive a summary report of autonomously merged duplicates and those needing review.
  • Set confidence levels for the agent to autonomously merge duplicates.
  • View automatically defined match rules using fuzzy match criteria.
  • Review sample duplicate records for each match rule and the data to be preserved.
  • Approve duplicate records to merge at scale.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Jun 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

Top sellers consistently have a stronger pipeline than others. Their success can be attributed, among other factors, to being disciplined about choosing the right leads to engage with. What if you could encode their methods of lead selection and prioritization and have every seller follow the same approach?

With sales qualification agent, now you can. First, you can customize the lead selection criteria based on your ideal customer profile (ICP) using Dynamics 365 data such as job title and public web sources such as market cap from Bloomberg. You can also customize the agent's prioritization logic, ensuring it always shows the most important ICP-fit leads to your sellers.

Different industries and businesses use unique data points to assess a lead’s fit with their ICP. For example, financial services teams may prioritize prospects based on total assets under management, while technology companies may focus on subscription usage. Even among ICP-fit leads, prioritization varies. Some businesses may favor recently engaged leads, while others prioritize those from high-growth industries or webinar attendees. With the sales qualification agent, sales operations teams can fine-tune lead selection and prioritization using custom instructions that replicate the intuition of top sellers. By connecting data from Dynamics 365, Dataverse, and external open web datasets, the agent delivers deeper insights that guide more precise qualification and prioritization.

With a strong lead selection and prioritization logic, the agent can emulate top sellers and ensure that every seller spends time engaging only with the leads with the highest probability of converting.

Feature Details

As an admin, you can:

  • Configure the agent to use data from Dynamics 365 as well as other business data from Dataverse and publicly available web sources to create an ICP to evaluate a lead's fit.
  • Customize the agent’s instructions to prioritize leads according to your business rules, enabling effective lead prioritization by focusing on leads that are most likely to convert.
  • Include custom criteria for lead prioritization based on sales segments, form submissions, and events from Customer Insights - Journey, ensuring the process aligns with your team’s existing lead qualification methods.
  • Adjust default prioritization criteria and include custom rules to reflect how your best sellers qualify leads. For instance, reorder or enhance ICP fit, engagement recency, relationship strength, email validation, and lead freshness to align with your established process.

Enabled for:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
Note:
  • The author created this article with assistance from AI. Learn more

Change history
Timelines:
Early Access: ---
Public Preview: Apr 2025
General Availability : ---
Last updated: Mar 13, 2025

Included in:
2025 release wave 1

Enabled for:
Users by admins, makers, or analysts

Business Value

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:

Users by admins, makers, or analysts
This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

Change history
Timelines:
Early Access: ---
Public Preview: Aug 12, 2024
General Availability : Oct 20, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2
2024 release wave 1

Enabled for:
Users by admins, makers, or analysts

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.

Enabled for:

Users, automatically
This feature includes changes to the user experience for users and is enabled automatically.

Change history
Timelines:
Early Access: Jul 29, 2024
Public Preview: ---
General Availability : Oct 25, 2024
Last updated: Feb 19, 2025

Included in:
2024 release wave 2

Enabled for:
Users, automatically