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What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from April 2025 through September 2025. 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.

Business research

Research agents in Dynamics 365 empower business leaders to build rich research journeys, helping them solve complex business questions through a dialog with their data.

Feature Enabled for Public preview Early access* General availability
Transform decision-making with sales research agent Admins, makers, marketers, or analysts, automatically Apr 1, 2025 - -

Copilot and AI innovation

Supercharge sales productivity through integrated data, enrichment, workflows, insights, and next-generation AI capabilities.

Feature Enabled for Public preview Early access* General availability
Get embedded experience for Copilot summaries Users, automatically - Jul 28, 2025 Sep 2025
Accelerate data entry using form fill assist toolbar Users by admins, makers, or analysts Jul 28, 2025 - Oct 2025
Connect AI agents to sales workflows using Model Context Protocol server Admins, makers, marketers, or analysts, automatically Jun 30, 2025 - Oct 2025
Boost decision making by using Visualize with Copilot Users by admins, makers, or analysts Mar 21, 2025 - Apr 25, 2025
Streamline data entry with smart paste Users by admins, makers, or analysts Jul 28, 2025 - Oct 2025

Lead management

Enable sellers to effectively manage leads to generate a qualified pipeline.

Feature Enabled for Public preview Early access* General availability
Enhance customer interactions with auto-linked CRM data Users by admins, makers, or analysts Aug 2025 - -
Boost pipeline by autonomously researching leads with Sales Qualification Agent Users by admins, makers, or analysts May 5, 2025 - Oct 2025
Deploy autonomous Sales Qualification Agent to qualify leads at scale Users by admins, makers, or analysts Aug 22, 2025 - -
Improve sales efficiency with Sales Qualification Agent's email validation Users by admins, makers, or analysts May 1, 2025 - Oct 2025

Sales management and operations

Sales management and enablement capabilities to optimize sales operations.

Feature Enabled for Public preview Early access* General availability
Tailor Sales Qualification Agent to your industry and business needs Users by admins, makers, or analysts May 5, 2025 - -
Improve research relevance by adding custom web sources for the agent Users by admins, makers, or analysts Jul 2025 - Oct 2025
Turn marketing engagement into actionable insights for sellers Users by admins, makers, or analysts Jul 31, 2025 - -
Integrate with Exchange using server-side synchronization Users, automatically - Feb 3, 2025 Apr 1, 2025

Seller experiences

Enable sellers to manage their pipeline, prioritize and guide sales activities, and optimize engagements with seamlessly integrated productivity experiences.

Feature Enabled for Public preview Early access* General availability
Visualize and work with hierarchical data from multiple tables Users by admins, makers, or analysts Aug 2025 - Oct 2025
  • You are able to opt into some features as part of early access on February 3, 2025, 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.