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.


  • 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

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