5 D365 Sales Features for Early 2025

5 D365 Sales Features Coming Soon

7 January 2025 · By · Tagged as: Dynamics 365

In 2025, Dynamics 365 Sales is rolling out exciting new features designed to elevate your sales performance. From AI-powered lead prioritisation to smarter email engagement tracking, these updates are set to revolutionise how sales teams work. In this blog, we explore five key features to watch out for in early 2025, providing you with insights on how to maximise productivity, close more deals, and stay ahead of the competition. Don’t miss out on the tools that could transform your sales strategy—read on to discover how to leverage these innovations for success in the new year.

---

As we step into 2025, Dynamics 365 Sales continues to evolve with exciting new tools and enhancements designed to better your sales processes. From smarter engagement tracking to advanced AI-driven assistance, these features are set to simplify workflows and empower sellers to achieve more. Here's a look at five standout features to keep on your radar for early 2025:

1. Quickly Grasp Key Email Engagement Metrics 

General Availability: January 2025

Tracking email engagement has never been easier. With this enhancement, Dynamics 365 Sales highlights the most critical interactions by displaying only the first and most recent instances of clicks, replies, attachment views, and opens. This ensures that sales teams focus on high-value actions, allowing for personalised follow-ups.

 Why It Matters:

• Easily identify high-interest prospects.
• Create tailored outreach based on specific engagement actions.
• Maximise productivity by directing efforts to the most promising opportunities.

 How to Access: Ensure the email engagement option is enabled in the Sales Insights settings of your sales application to start making the most of this feature.

---

2. Maximise Sales Performance with the Most Impactful Work 

Public Preview: March 2025

Prioritising high-potential leads is often time-consuming and prone to inefficiencies. This feature simplifies the process by surfacing the most impactful leads directly in the seller’s workflow. Powered by AI, it not only identifies these leads but also explains why they are prioritised and provides actionable next steps to close the deal.

 What to Expect:

• A carousel view of top leads across lead and opportunity views.
• Insights into why Copilot prioritised these leads.
• Recommendations for the next best action to drive progress.

This feature sets teams up for success in meeting their targets.

---

3. Boost Qualified Pipeline with the Sales Qualification Agent 

Public Preview: March 2025

Building a qualified pipeline has historically been a manual, time-intensive process. The new Sales Qualification Agent changes the game by autonomously researching leads, recommending which ones to prioritise, and generating personalised emails for outreach.

 Key Capabilities Include:

• Synthesised research from CRM and public sources to deliver a 360-degree view of leads.
• Instant lead prioritisation using AI-driven signals.
• Personalised email creation to maximise response rates.

This feature eliminates the heavy lifting in lead triaging, freeing up time for sellers to focus on customer interactions and high-value activities.

---

4. Tailor Copilot to Your Specific Business Terminology 

Public Preview: December 2024

Dynamics 365 Sales introduces a game-changing feature for businesses with industry-specific language: a glossary tool within Microsoft Copilot Studio. This lets organisations integrate their unique terminology into the system, meaning they'll get more precise and context-aware responses.

 Benefits Include:

• Customisable glossaries to define business-specific terms.
• Consistent and accurate responses across all Copilot skills.
• Faster access to information using familiar terminology.

With this feature, sellers can confidently navigate deals and address customer concerns with the context and accuracy they need.

---

5. Preparing for a Strategic Approach to Engagement 

General Availability: January 2025

Dynamics 365 Sales continues to prioritise smarter engagement. The enhanced email engagement metrics tool provides a strategic view of high-value interactions, helping sales teams tailor their outreach and close more deals. By focusing on metrics that truly matter, sellers can create meaningful connections and achieve better outcomes.

 Why It’s a Game-Changer:

• Allows for more personalised outreach based on key interactions.
• Drives higher conversion rates through strategic engagement.

This streamlined tool ensures sales teams focus on prospects with the highest potential.

---

Get Ready to Revolutionise Your Sales in 2025 

These upcoming features for Dynamics 365 Sales are packed with potential to transform your processes and results. From smarter prioritisation to personalised automation, Microsoft continues to push the boundaries of what’s possible for modern sales teams.

 Want to make the most of these updates? Get in touch with us for expert guidance and tailored support as you integrate these features into your strategy.

With our Virtual CRM Team subscription plans, you’ll not only get expert support for Dynamics 365 and Power Platform, but also regular insights into new features and updates to keep your systems ahead of the curve.

 Choose the plan that fits YOU:

• Assurance Plan: 3 hours annually for quick fixes & expert advice.
• 5-Hour Package: 5 monthly hours, priority support, detailed reports, update calls, and exclusive webinars on the latest features.
• 10+ Hour Package: 10+ monthly hours, top-priority service, tailored reports, and networking webinars with actionable insights on new tools and updates.

Stay ahead with proactive support and expert guidance while we handle the heavy lifting! 

Get started today to make the most of your CRM investment!

https://www.crmknowledge.co.uk/shop/your-virtual-crm-team