With the current Dynamics 365 Sales Release Wave 2, Microsoft is once again underlining its claim to not only support sales organizations technologically, but also to empower them strategically. The new functions are far more than just product maintenance - they address specific challenges in modern B2B sales, from increased customer expectations to data-driven forecast planning.
Why you should get to grips with the new functions now
Companies already using Microsoft Dynamics 365 Sales are now more than ever faced with the challenge of creating efficient, data-driven and customer-oriented digital sales experiences.
The latest Wave 2 release from Microsoft brings targeted improvements and new functions that not only help you to keep pace with technological progress - but also to use your existing tools even more effectively.
From more precise forecasts and AI-supported workflows to new visualizations and user interfaces: Those who strategically integrate the innovations will give their sales team a real head start - both in terms of efficiency and customer experience.
Release timeline at a glance
| Milestone | Date |
|---|---|
| 📑 Publication release plan | July 16, 2025 |
| 🧪 Early Access (Preview) | August 4, 2025 |
| 🚀 General availability | October 1, 2025 |
Top 8 functions in Dynamics 365 Sales (Wave 2 2025)
Autonomous sales qualification agent for lead research & initial contact
What is planned?
A Copilot-based agent independently researches and approaches leads. It uses CRM data and external sources, generates initial emails and suggests suitable next steps.
🔹 Why is this relevant for your company?
Your sales team gains valuable time - the AI takes over repetitive tasks so that your employees can focus on closing the deal.
Automatic email validation for leads
What is planned?
Before sending, the agent checks whether email addresses are valid and whether they are business or private addresses.
🔹 Why is this relevant for your company?
You increase your success rate for first contacts, avoid bounces and save resources in campaign management.
Industry-based research via configurable web sources
What is planned?
Administrators can define relevant web sources per industry in order to provide the agent with more targeted content for the lead approach.
🔹 Why is this relevant for your company?
You automatically create highly relevant communication - tailored to the industry of your target customers.
Copilot summaries directly in the CRM data record
What is planned?
Deal summaries automatically appear at the top of the CRM view - directly embedded, without additional clicks or sidebar.
🔹 Why is this relevant for your company?
Your team gets immediate context, reduces navigation effort and can react faster - especially during team handovers or complex cases.
Smart Grid Filter via natural language
What is planned?
Searching and filtering is simplified: sales employees can use simple voice commands such as "all deals over €50,000" - Copilot translates this into specific filter criteria.
🔹 Why is this relevant for your company?
Fewer clicks, more focus - how to increase productivity in day-to-day sales without technical hurdles.
AI-supported form completion aid (e.g. from business cards & PDFs)
What is planned?
Documents, images or screenshots (.jpg, .csv, .docx etc.) are automatically analyzed and transferred to CRM fields.
🔹 Why is this relevant for your company?
You save on manual data entry, especially for trade fairs or spontaneous contacts - and increase data quality at the same time.
MCP integration for the automation of sales processes with AI agents
What is planned?
The Model Context Protocol (MCP) enables Copilot or external agents to automatically perform tasks such as preparing offers, lead lists or follow-ups.
🔹 Why is this relevant for your company?
You not only make your CRM smarter - you also enable it to implement real sales processes autonomously.
Visualization of hierarchical data in sales
What is planned?
Complex data relationships such as group structures, product families or sales regions can be visualized and navigated.
🔹 Why is this relevant for your company?
Especially in B2B sales with matrix structures, you maintain an overview, recognize correlations more quickly - and identify new sales opportunities.
When will you use your new advantage?
You are already using Dynamics 365 Sales - but are you making the most of all the new possibilities?
Book a brief meeting with our team now - we will show you which functions have the greatest leverage for your processes and how you can activate them in a targeted manner!
