Next, in my blog series, I discuss the updates we can expect for Sales, Marketing, Customer Service, and Field Service. In today's post, I discuss some of the new features and functionality that we can expect to see in Release Wave 1 of 2025 for Dynamics 365 Sales.
New features coming to Dynamics 365 for Sales focus primarily on the continuing improvement and adoption of Microsoft Copilot for Sales. Sales Engagement again plays a prominent role throughout the updates with improved Sales sequences for guided selling and additional lead qualification and opportunity analysis functionality. I have taken the main headline updates below and chosen a handful of key updates from each.
The Dynamics 365 Release Wave 1 for 2025 outlines all the new features that will be released between October 2024 through March 2025. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power Platform governance and administration, and data integration.
The Microsoft Power Platform features coming in the 2025 release wave 1 have been summarised in a separate release plan as well as a downloadable PDF
Integrate with Exchange using server-side synchronisation
This update is in line with the need to support some element of Dynamics 365 Sales Premium, such as Relationship Analytics and Who Knows Whom.
The main aspect of this improved email integration is the introduction of a more advanced synchronisation method, allowing for greater control over when and how emails are synced. This means improved reliability and more flexibility for users, ensuring that email interactions are captured seamlessly without disrupting workflows.
A new Sales Qualification agent
The Sales Qualification Agent pulls in data from the Dataverse as well as public web sources and then uses Copilot to merge all this key customer and account insights together. This is essentially an AI-driven solution made up of these three types of "agents" that come together to provide sellers with additional client data in order to qualify better.
The Research Agent
The Research Agent gathers and analyses data to provide sellers with a comprehensive understanding of each lead and account. Users get an AI-generated set of recommendations on whether to engage with a lead. They gain a full view of leads and accounts through summaries, validate contact details, and ensure compliance with communication consent requirements.
The Prioritisation Agent
The Prioritisation Agent looks at the quality of the data within Dataverse, the amount of engagement, and some other key criteria such as authority, and budget to rank leads based on their likelihood to convert. This helps sellers to instantly identify and focus on the most promising leads.
The Engagement Agent
The Engagement Agent looks to take all the guesswork out of lead communication by looking to create personalised emails tailored to the lead’s specific needs and interests. It looks to gather insights from the Research Agent to maximize response rates and provides AI-generated content.
Improve qualification rate by grounding agent in external data sources
This update allows for the above mentioned agents to be connected directly to your own company’s data, such as customer records stored in Microsoft Fabric, Azure SQL, or Oracle databases. It queries this data using Copilot Studio and you can also integrate third-party platforms, such as ServiceNow, marketing from Click, orders from SAP, and relevant website content.
You also don't need additional skills to query the data, you can just use natural language to query and it will aim to the return the results.
Hope you all enjoyed this post on the Release Wave 1 for 2025 features of Dynamics 365 Sales. I will continue this series with some additional content specifically related to other Dynamics 365 CE apps and what we can expect to see in the coming months. Take Care, Speak Soon!
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