Plan and prepare for Dynamics 365 Sales in 2025 release wave 2

Overview

Dynamics 365 Sales sets a new standard for CRM by putting AI and Copilot at the heart of every sales process. With deep insights, predictive analytics, and automated lead engagement, you can focus on building relationships while autonomous agents handle the busywork and help you stay on top of what's most important so you can close more deals faster. A unified platform with marketing, customer service, and ERP applications enables you to understand customer needs holistically to drive a more relevant and authentic customer experience. Integration with familiar tools like Outlook, Teams, and SharePoint streamlines collaboration and enhances productivity throughout the sales cycle.

With this release, we continue to build the vision of autonomous agents helping sellers build pipeline and accelerate deal velocity. You can adopt these agents at your own pace, giving you the control to choose the level of automation. Tailor the agents' knowledge and behavior to suit your needs, and test, measure, and optimize them for maximum impact.

With Dynamics 365 Sales, you can focus on what truly matters—driving success and growing your business.

Have a new feature idea or some feedback? We encourage you to connect with us at Sales Ideas.

Updates to Dynamics 365 Sales 2025 release wave 2

Investment areas

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 provided to the user as rich visualizations and textual 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 identified by the underlying models and built-in business logic.

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. You can convert the lead into an opportunity that you progress 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 focus on activities with the highest impact.

Copilot Agents in Dynamics 365 Sales, tailored to your industry and business needs, help you generate a more qualified pipeline. Lead research across various sources gives the seller or AI agent all the context about the lead. When you augment research with custom insights and knowledge sources, you empower sales teams with relevant information and enhance their ability to connect meaningfully with prospects. Personalized outreach improves response rates, and timely follow-up communications keep prospects engaged by ensuring no move is missed. The system judges lead readiness based on ideal customer fit and intent to buy. It automatically disqualifies low-intent leads to maintain a clean and focused lead pipeline. As you use the system, you improve data quality with capabilities that automatically validate and enrich your data. Additionally, discovering leads from service interactions ensures that you don't overlook any potential lead.

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

Opportunity acceleration
Opportunity acceleration in Dynamics 365 Sales is designed to help sellers engage meaningfully with buyers and meet their goals by prioritizing actions that progress the deal. AI streamlines and automates various tasks, ensuring that sellers never miss out on crucial actions. By integrating AI-generated summaries, AI-recommended prioritization, AI-powered research, and AI-suggested engagement, Dynamics 365 Sales creates a cohesive system that supports sellers in every step of the sales process.

The collection of features within opportunity acceleration offers significant benefits. With Copilot summaries, you can gain a deeper understanding of your customers. A unified view across leads and opportunities makes it effortless to act on prioritized leads from a single interface. Imagine generating compelling pitches with Copilot summaries from RFPs, SharePoint, and product documents, and having the ability to chat with Copilot to get real-time insights. This dynamic combination ensures you're always equipped with the best information to close deals faster and more effectively.

Sales management and operations
Dynamics 365 Sales gives sales managers and sales operations leaders the tools they need to manage and support sales teams so they can reach their sales goals.

Sales managers need to monitor, coach, and lead sales teams. With Dynamics 365 Sales, managers can manage quotas, review forecasting in real time, and give feedback on how conversations with customers are going. This approach helps managers spot coaching opportunities while keeping track of the pulse of the business.

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

Seller experiences
Seller experiences focus on features and tools that cater to the unique needs and challenges sellers face in their daily work. 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 speed up deal closures.

These offerings streamline and simplify the day-to-day tasks of sellers, so they can work more efficiently and effectively. By using these capabilities, sellers navigate their professional responsibilities more seamlessly and find ways to optimize their time and resources. This approach boosts productivity and leads to more 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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