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What's new or changed in Dynamics 365 Sales

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Wondering about upcoming and recently released capabilities in Dynamics 365 Sales? Check out the release planner site.

This article summarizes early access, public preview, and general availability features that were released in the last three months. The monthly release sections contain only those features that were deployed in all regions in that month. For example, if your Dynamics 365 org is in Canada, you'll receive the feature updates a few weeks earlier than the orgs in North America but the monthly release section will list that feature only after it's deployed in North America. For more information about the release schedule, see Released versions of Dynamics 365 Sales Enterprise.

May 2024 release

Feature area Feature Description Resources Turned on Availability
Copilot Content recommendations Use Copilot to get content recommendations from SharePoint Documentation By default GA
Copilot SharePoint Q&A Use Copilot to get answers to your questions from documents stored in SharePoint. Documentation By default GA
Copilot Natural language chat for data-related questions Ask Copilot questions related to sales data in natural language. Documentation By default GA
Copilot Natural language chat for sales contextual questions Ask Copilot questions related to sales-specific terminology in natural language Documentation By default GA
Copilot Meeting preparation notes Use Copilot to prepare for your meetings. Documentation By default GA
Copilot Proposal summary Ask Copilot to summarize a proposal or document associated with a record. Documentation By admin Public preview
Copilot Account summary Use Copilot to summarize an account. Documentation By admin Public preview

April 2024 release

Feature area Feature Description Resources Turned on Availability
Copilot Default on Copilot is turned on by default for organizations that have provided consent for data movement and those that don't require a consent. Documentation By default GA
Copilot Immersive experience for Copilot View Copilot in a full screen, immersive view, in addition to the side pane. Documentation By Admin Public preview
Forecasting Out-of-the-box forecasting Explore forecasting with zero configuration using the out-of-the-box forecasting Documentation For all users GA
Seller experience New look with refreshed styling Experience the new look by default as it’ll be auto-enabled. None For all users GA
Sequences Assign multiple sequences to multiple sellers or team for a record Assign multiple sellers to work on different sequences simultaneously for a record. This allows sellers or team to collaborate effectively to close deals. Documentation For all users GA
Sequences Plan and perform assigned tasks while previewing the sequence steps. You can preview the sequence steps within the context of a specific entity record, enabling you to plan and execute tasks effectively. Documentation For all users GA
Sequences Plan and perform assigned tasks while previewing the sequence steps. You can preview the sequence steps within the context of a specific entity record, enabling you to plan and execute tasks effectively. Documentation For all users GA
Focused view Focused view is available as default for lead entity The key capabilities that users access in the grid layout are now brought into focused view, with the option to set the focused view as default for the lead entity. Documentation By admin GA

March 2024 release

No new features or enhancements were released in March 2024. We'll be back with more updates next month.

Get the latest version

New customers automatically get the latest version. If you're an existing partner or customer, check your email for notifications about updates.

For the latest available version in your region, see Released versions of Dynamics 365 Sales Enterprise.

See also