Plan and prepare for Dynamics 365 Sales in 2025 release wave 1

Overview

Dynamics 365 Sales is an AI-powered sales solution that empowers every organization to close more deals and increase seller productivity. It helps organizations understand customer needs and drives more relevant and authentic engagements, enabling sellers to sell more efficiently.

In today’s fast-paced sales world, managing multiple opportunities, staying connected with customers, and navigating competitive pressures can be tough. That’s why, with this release, we’re excited to introduce a suite of agents designed to enhance your sales performance and simplify essential tasks.

From discovering new leads and prioritizing key tasks to automating follow-ups and focusing on the next best action, agents empower you to generate more pipelines and win more deals. Never miss the best move with the reimagined overview page giving you continuous guidance on the most important things to do. With autonomous, intelligent support, you can focus on what truly matters—driving success and growing your business.

Updates to Dynamics 365 Sales 2025 release wave 1

Investment areas

Copilot and AI innovation
Sellers spend a lot of time managing complex customer relationships and many sales teams struggle to scale seller experiences. Seller productivity in terms of time management and efficiency is key to success. Copilot is an AI assistant that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on updates, prepare for meetings, and read the latest news about their accounts.

Lead management
Lead management in Dynamics 365 Sales helps you determine if a lead or prospect is a good fit for your product or service and convert it into an opportunity that can be progressed into a won deal for your business. This process involves deeply understanding customer needs, challenges, and buying habits, and engaging with the prospect to provide an overview of solutions that best meet their specific requirements. Dynamics 365 Sales streamlines this process by offering AI powered capabilities for research, outreach, prospecting, and qualifying leads, ensuring that sales efforts are focused on activities with the highest impact.

Copilot Agents in Dynamics 365 Sales, tailored to your industry and business needs, enable you to generate more qualified pipeline. Lead research across various sources enables the seller or AI agent with all the context about the lead. Augmenting research with custom insights and knowledge sources empowers sales teams with relevant information, enhancing their ability to meaningfully connect with prospects. Personalized outreach enhances response rates, and timely follow-up communications ensure no move is missed, keeping prospects engaged. Lead readiness is judged based on ideal customer fit and intent to buy, with the system automatically disqualifying low-intent leads to maintain a clean and focused lead pipeline. As you use the system, data quality is improved with capabilities that automatically validate and enrich your data. Additionally, discovering leads from service interactions ensures that no potential lead is overlooked.

Collectively, these features provide a robust framework for effective sales qualification, driving better customer engagement and higher conversion rates.

AI-powered business research
Research agents in Dynamics 365 empower business leaders to solve complex business questions through a dialog with their data. The research canvas orchestrates a multitude of specialized agents to gather, analyze, and transform data into intelligent, context-aware research results. These results are surfaced to the user as rich visualizations and textural narratives.

The user can effortlessly zoom into any research finding to explore the output from different angles where AI-powered intelligence helps gain new business perspectives from recommended next actions surfaced by the underlying models and built-in business logic.

Sales management and operations
Dynamics 365 Sales provides capabilities for sales managers and sales operations to manage and enable sales teams to achieve their sales goals.

Sales managers need to monitor, coach, and lead sales teams. Dynamics 365 Sales helps managers manage quotas, review forecasting in real time, and provide feedback on how conversations are going with customers. This enables managers to identify coaching opportunities while monitoring the pulse of the business.

Sales operations leaders use the power of data and analytics and define processes to make the sellers they support successful. In Dynamics 365 Sales, they can create dashboards or embed Power BI reports to analyze business results, and guide seller activity through predefined sequences of actions to scale best practices. They can extend Dynamics 365 Sales and their custom sales application capabilities using Microsoft Power Platform to meet the unique needs of their business.

Seller experiences
Seller experiences focus on features and tools that are meticulously designed to cater to the unique needs and challenges faced by sellers in their daily lives. These seller-centric solutions empower sales professionals to efficiently manage customer data, monitor deal progress, facilitate team collaboration, engage with customers, enhance sales conversations, and deliver timely value to expedite deal closures.

The primary objective of these offerings is to streamline and simplify the day-to-day tasks of sellers, enabling them to operate with heightened efficiency and effectiveness. By leveraging these capabilities, sellers can not only navigate their professional responsibilities more seamlessly but also discover avenues to optimize their time and resources, ultimately resulting in increased productivity and a greater number of successful deal closures.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Sales below:

For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.

Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.

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