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In this video, we highlight new capabilities that will be released for Dynamics 365 Sales in 2022 Release Wave 2. Dynamics 365 Sales continues to optimize the seller experience using data and AI to help sellers prioritize their work, blending business and productivity tools to meet sellers where they are and driving in-the-moment collaboration experiences so that every seller can engage with their colleagues and customers efficiently, reclaiming their time and being more productive.
Get the most out of Dynamics 365 Sales View all capabilities included in this release: https://aka.ms/Plan/2022RW2/Sales
Product updates Stay up to date on latest product updates: https://aka.ms/Updates/Sales
What’s new and planned for Dynamics 365 Sales
Conversation intelligence
Conversation intelligence lets your sales teams capture customer interactions, automatically transcribe calls, analyze content, and deliver insights.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Capture every customer interaction to provide real-time insights and action items | Users by admins, makers, or analysts | Jan 2023 | – | Mar 2023 |
| Correlate conversation style to business outcomes for more effective selling | Users by admins, makers, or analysts | Jan 2023 | – | Mar 2023 |
| Get tips and suggestions while on a call with customer | Users by admins, makers, or analysts | Jan 2023 | – | Mar 2023 |
| Use AI-powered insights to guide your customer conversations | Users by admins, makers, or analysts | Jan 2023 | – | Mar 2023 |
Forecasting and pipeline intelligence
Provide sales teams with predictability to their revenue forecasts, and a workspace that provides comprehensive views and insights into their sales pipeline.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Override column headers in the forecast grid | Admins, makers, marketers, or analysts, automatically | Jan 2023 | – | – |
Reporting
Quick and easy access to comprehensive and standardized Dynamics 365 Sales product usage insights.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Access comprehensive and standardized Sales product use insights quickly, easily | Users by admins, makers, or analysts |  Jun 15, 2022 | – | Nov 2022 |
| Track your progress using seller dashboard | Users by admins, makers, or analysts | – | – | Mar 2023 |
Sales accelerator and process automation
Guide sellers with predictive analytics and process automation in a single workspace to close more deals.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Engage with your customers using SMS | Users by admins, makers, or analysts | Jan 2023 | – | – |
| Customizable worklist cards for right contextual information to the seller | Users, automatically | – | Aug 1, 2022 | Oct 3, 2022 |
| Enhanced sequence creation experience with new designer | Users, automatically | – | Aug 1, 2022 | Oct 21, 2022 |
| Use sequences and Up next with any form, and empower sellers to create sequences | Users, automatically | Aug 15, 2022 | – | Oct 21, 2022 |
| Improve customer engagement by identifying duplicate leads and contacts | Users by admins, makers, or analysts | – | – | Nov 2022 |
| Improve sales processes using A B testing in sequences | Admins, makers, marketers, or analysts, automatically | – | – | Jan 2023 |
| Improve assignment accuracy using segment priority | Admins, makers, marketers, or analysts, automatically | – | – | Mar 2023 |
| Coach sellers with manager dashboards and improve seller efficiency with seller KPIs | Users by admins, makers, or analysts | Dec 3, 2021 | – | Jan 2023 |
| Guide sellers to work simultaneously | Admins, makers, marketers, or analysts, automatically | – | – | Feb 2023 |
| Improve lead engagement rates with validated emails | Users by admins, makers, or analysts | Oct 2022 | – | Mar 2023 |
| Improve process efficiency using sequence insights | Admins, makers, marketers, or analysts, automatically | Feb 2023 | – | To be announced |
Teams and Outlook collaboration
Enable sellers to be productive from wherever they are with Dynamics 365 integrations between Microsoft Teams and Outlook.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Microsoft Viva Sales | Users by admins, makers, or analysts | Aug 1, 2022 | – | Oct 3, 2022 |
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