What's new and planned for Dynamics 365 Sales Insights
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic lists features that are planned to release from April 2020 through September 2020. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released (see Microsoft policy).
- For a list of previous wave release plans, see the 2019 release wave 2 release plan.
- For a list of next wave release plans, see the 2020 release wave 2 release plan.
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 day of release.
This check mark (
) shows which features have been released for public preview or early access and for general availability.
Advanced forecasting and pipeline intelligence
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Remove the guesswork with predictive forecasting | Admins, makers, or analysts, automatically | Feb 3, 2020 |
Apr 1, 2020 |
| Uncover hidden insights in your forecasts | Admins, makers, or analysts, automatically | Feb 3, 2020 |
Apr 1, 2020 |
| Benefit from more accurate pipeline predictions | Admins, makers, or analysts, automatically | Jun 1, 2020 |
Jun 18, 2020 |
Conversation intelligence
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Better understand customers with advanced conversation insights | Admins, makers, or analysts, automatically | Apr 1, 2020 |
|
| Boost seller productivity with conversation insights inside Dynamics 365 Sales | Admins, makers, or analysts, automatically | Apr 1, 2020 |
Dynamics 365 Assistant
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Benefit from enhanced insights | End users, automatically | Feb 6, 2020 |
Apr 1, 2020 |
Relationship analytics and auto capture
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Compare your activity levels to successful opportunities – Relationship Analytics | Admins, makers, or analysts, automatically | Apr 18, 2020 |
|
| Who knows whom now available worldwide | End users by admins, makers, or analysts | - | Sep 30, 2020 |
Sales acceleration
Sales acceleration aims to help inside sellers sell smarter. Building a strong pipeline, offering context, and surfacing automated recommendations throughout a sales sequence help to transform the sales process.
| Feature | Enabled for | Public preview | General availability |
|---|---|---|---|
| Connect with customers across multiple channels | End users by admins, makers, or analysts | Apr 6, 2020 |
- |
| Enforce best practices with sales sequences | End users by admins, makers, or analysts | Apr 6, 2020 |
- |
| Gain full context on every customer in one place | End users by admins, makers, or analysts | Apr 6, 2020 |
- |
| Work effectively with an intelligent queue | End users by admins, makers, or analysts | Apr 6, 2020 |
- |
Description of Enabled for column values:
End users, automatically: These features include change(s) to the user experience for end users and are enabled automatically.
Admins, makers, or analysts, automatically: These features are meant to be used by administrators, makers, or business analysts and are enabled automatically.
End 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 end users.
For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide. For more information about geographic areas and data centers (regions), go to the Dynamics 365 and Power Platform availability page.