What's new and planned in the Dynamics 365 Sales 2023 Wave Release?

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