Outlined below is a list of features that are planned to be released from April 2023 through September 2023 for Dynamics 365 Sales.
Copilot
- Effortlessly elevate your sales pitch using Copilot email assistance
Revenue Intelligence
- Manage opportunities more effectively using the new pipeline view
- Improve forecast accuracy with yearly and weekly forecasts
- Get basic relationship insights out of the box
- Configure forecasts for multiple business units
- Set the default metrics and side panel form for pipeline view
Sales Engagement
- More effective customer engagement with sequence preview
- Improve lead qualification with intent detection
- Work efficiently with enhanced Sales accelerator worklist items
- Prioritize engagement for any sales entity by working in focus mode
- Improve process efficiency using sequence insights
- Engage with your Customers using SMS conversation
- Get tips and suggestions while on a call with customer
- Redact sensitive personal data from customer calls
- Leverage manager dashboards to coach sellers
- Capture crucial details of a sales call
Sales Execution and Automation
- Provide intelligent suggestions to improve seller effectiveness
- Identify cross-sell and upsell opportunities with timely product recommendations
- Get improved user experience with new and enhanced opportunity form
- Use statistics to improve assignment rule effectiveness
- Visualize key stakeholders and take action with the smart organization chart
For a more detailed outline of these new features, visit: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/sales/dynamics365-sales/planned-features