What's new and planned for Dynamics 365 Sales

This topic lists features that are planned to release from April 2026 through September 2026. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy.

For a list of the previous wave's release plans, go to 2025 release wave 2 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 date of release.

This check mark ( ) shows which features have been released for public preview and general availability.

Copilot and AI innovation

Supercharge sales productivity through integrated data, enrichment, workflows, insights, and next-generation AI capabilities.

Feature Enabled for Public preview General availability
Find, filter, and sort using natural language with smart grid Users by admins, makers, or analysts Mar 21, 2025 Apr 30, 2026
Generate debug reports for Copilot in Dynamics 365 Sales Users, automatically - Apr 11, 2026
Create records in Dynamics 365 Sales using Sales agent Users by admins, makers, or analysts Apr 15, 2026 Sep 2026
Accelerate data entry using form fill assist toolbar Users by admins, makers, or analysts Jul 28, 2025 Apr 30, 2026
Boost decision making by using Visualize with Copilot Users by admins, makers, or analysts Mar 21, 2025 Apr 30, 2026
Streamline data entry with smart paste Users by admins, makers, or analysts Jul 28, 2025 Apr 30, 2026

Lead management

Enable sellers to effectively manage leads to generate a qualified pipeline.

Feature Enabled for Public preview General availability
Personalize outreach emails generated by Sales Qualification Agent Users by admins, makers, or analysts Apr 2026 Jul 2026
Get lead research and next best actions in Sales Home Users by admins, makers, or analysts Jun 2026 Sep 2026
Prioritize your hottest leads first with next best actions Users, automatically Aug 2026 -
Deploy multiple Sales Qualification Agents in a single environment Users by admins, makers, or analysts Jun 2026 Jul 2026
Identify best leads by using any data source for agent‑driven assessment Users by admins, makers, or analysts Apr 2026 -

Opportunity acceleration

Enable sellers to focus on the best actions to accelerate and win deals.

Feature Enabled for Public preview General availability
Identify the most important actions in the flow of work Users by admins, makers, or analysts Jun 2026 Jul 2026
Enable custom source onboarding in Recommended Action Admins, makers, marketers, or analysts, automatically Jun 2026 -
Stay on track at every deal stage with delta-first guidance in Sales Close Agent Users by admins, makers, or analysts Jul 2026 Jul 2026
Chat about sales opportunity agent insights from inside Sales agent Users by admins, makers, or analysts Jun 2026 Jul 2026
Use historical deal patterns to get better insights in Sales Opportunity Agent Users by admins, makers, or analysts Aug 2026 Sep 2026
Uncover insights and risks to close more deals with Opportunity Research Agent Users by admins, makers, or analysts Oct 31, 2025 Apr 15, 2026
Carry out suggested actions faster and more effectively Users by admins, makers, or analysts Jun 2026 Jul 2026
Accelerate Sales Opportunity Agent deployment with simplified admin configuration Admins, makers, marketers, or analysts, automatically - Jun 2026

Sales engagement and execution

Sales execution includes tools and processes that help sellers engage with a prospective customer from the early stage of awareness to closing a sale.

Feature Enabled for Public preview General availability
Reduce seller friction in Sequences with in-flow email template picker Users, automatically - May 30, 2026

Sales management and operations

Sales management and enablement capabilities to optimize sales operations.

Feature Enabled for Public preview General availability
Reduce risk with Next Best Action in Sales Close Agent Users, automatically Apr 2, 2026 -
Plan your sales portfolio with Sales Research Agent Users, automatically Jun 2026 Jul 2026
Get sales operations insights in Sales Research Agent Admins, makers, marketers, or analysts, automatically Feb 16, 2026 Apr 30, 2026
Connect Fabric lakehouse data to AI‑powered sales research Users by admins, makers, or analysts Feb 16, 2026 Apr 30, 2026

Seller experiences

Enable sellers to manage their pipeline, prioritize and guide sales activities, and optimize engagements with seamlessly integrated productivity experiences.

Feature Enabled for Public preview General availability
Enrich opportunity data with AI-powered meeting intelligence Users by admins, makers, or analysts - Jul 2026
Streamline Quick Campaigns for confident, one-time bulk email outreach Users, automatically Aug 2026 Oct 2026

Description of Enabled for column values:

  • Users, automatically: These features include changes to the user experience and are enabled automatically.

  • Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically.

  • 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 users.

For information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.