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The features that have been removed or deprecated in Dynamics 365 Sales are listed in this article. For more information on other deprecations that impact all the Dynamics 365 customer engagement apps, see Important changes (deprecations) coming in Power Apps, Power Automate, and customer engagement apps.
Important
"Deprecated" means we intend to remove the feature or capability in a major future release. The feature or capability continues to work and is fully supported until it's officially removed. This deprecation notification might span a few years. After removal, the feature or capability will no longer work. We're notifying you now so that you have sufficient time to plan and update your code before the feature or capability is removed.
Emails that need follow-ups in Copilot in Dynamics 365 Sales
Effective September 2025, the Show emails that need follow up prompt in Copilot in Dynamics 365 Sales is deprecated region-wise. After the deprecation, you can no longer view the emails that need follow-ups in Copilot in Dynamics 365 using this prompt.
However, you can use in-flow summarization and natural language processing capabilities to achieve similar outcomes.
Copilot in Dynamics 365 Sales in full-screen view
Effective September 2025, the full-screen view of Copilot in Dynamics 365 Sales is deprecated region-wise. After the deprecation, you can no longer select, view, or use Copilot option in app’s site map.
Alternatively, you may utilize the Copilot side pane for supported functions, allowing banner summaries to appear within context rather than in an immersive canvas. This approach minimizes context switching and aligns with the strategy of engaging sellers directly within grids and forms.
Exchange integration for relationship intelligence
Effective April 2025, the native Exchange integration for relationship intelligence is deprecated. If you want Dynamics 365 Sales to use emails and meetings from Exchange to generate insights, enable server-side synchronization for Exchange. Otherwise, insights are generated only using emails and data stored in Dynamics 365.
Power BI template apps for Dynamics 365 Sales are deprecated
Effective May 2025, Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 Sales template apps are deprecated and will no longer be available for download.
Copilot for email in side pane
Effective January 2025 (app/solution version 9.2.24124.0010), composing and sending email using Copilot side pane isn't supported and is being removed in a phased manner. This effects the users who have enabled the email copilot preview. However, you can use the Copilot email assist feature to compose and send emails through the rich text editor.
LinkedIn lead generation capabilities
Effective December 2024, LinkedIn lead generation capabilities are deprecated. You can however, develop your own custom integration. Learn more in the LinkedIn Lead Sync Integration blog post.
Assistant card templates
Effective August 1, 2024, templates to create new assistant cards won't be available. The existing cards that are created using the templates continue to work as-is. You can continue to use the Microsoft Power Automate flow to create your custom cards. Learn more.
Snapshots in sales forecasting
Effective June 30, 2024, the snapshot capability in sales forecasting is deprecated. Snapshots and related charts such as deal flow, trend chart, and forecast grid history are no longer available. As an alternative, you can use the Forecast API to set up daily data sync to pull forecast data.
Set seller availability using Outlook calendar
Effective April 1, 2024, the feature allowing configuration of seller availability through the Outlook calendar in work assignments is deprecated. This deprecation helps enhance the safety and security of your organization's data. Alternatively, you can use the Dynamics 365 CRM calendar to configure the seller availability. Learn more
Exchange-based cards
Effective October 1, 2023, the following Exchange-based cards are deprecated and no longer available in Dynamics 365 Sales:
- Send Content Request Card
- Task Due Today Exchange Card
- Upcoming Meeting Exchange Card
- Recent Meeting Exchange Card
- Lead Detection Card
- Meeting Today Exchange Card
- Missed Email Card
- Issue Detection Card
- Meeting Request Card
- Yes or No Card
You can create your own cards using Power Automate. Learn more.
Rank optimization of insight cards
Effective October 1, 2023, the rank optimization feature of insights cards is deprecated. Any ranking rules that you might have set up are no longer available and won't apply to insight cards. To optimize and prioritize the cards, turn off those cards that aren't in use.