Dynamics 365 Sales : What’s New – Autumn 2025 Wave 2

This is an AI generated summary of Microsoft’s wave 2 updates to Dynamic 365 Sales, it’s designed to be a useful reference for our customers and developers. We hope it’s useful to you

Dynamics Sales

Find, filter, and sort using natural language with smart grid

• Public preview: March 2025
• General availability: October 2025
• What it does:
  Lets you filter, find, and sort data in lists using plain English. Just type what you want (like “opportunities over £10,000”) and Copilot applies the right filters. You can clear filters with one click.

Accelerate data entry using form fill assist toolbar

• Public preview: July 2025
• General availability: October 2025
• What it does:
  Upload files, emails, or images and let AI extract key details (names, numbers, addresses) and map them to the right fields in sales forms. Accept or clear suggestions with a click.

Connect AI agents to sales workflows using Model Context Protocol server

• Public preview: June 2025
• General availability: October 2025
• What it does:
  Lets you connect Dynamics 365 Sales to AI agents (like Copilot, ChatGPT, Claude) using the MCP server. Agents can retrieve, update, and act on CRM data, automate tasks, and handle business processes without custom code.

Streamline data entry with smart paste

• Public preview: July 2025
• General availability: October 2025
• What it does:
  Copy text (from emails, business cards, web forms), hit smart paste, and AI fills in the right fields for you. Accept or ignore suggestions. Works with text and images.

Boost pipeline by autonomously researching leads with Sales Qualification Agent

• Public preview: May 2025
• General availability: October 2025
• What it does:
  The Sales Qualification Agent researches every lead using CRM and public web data, recommends whether to engage, and generates a personalised email. It combines research, prioritisation, and outreach into one workflow.

Improve sales efficiency with Sales Qualification Agent’s email validation

• Public preview: May 2025
• General availability: October 2025
• What it does:
  The agent checks if a lead’s email address is valid and if it’s a work or personal email. You can see and update the status. Helps you avoid wasting time on dead leads.

Improve research relevance by adding custom web sources for the agent

• Public preview: July 2025
• General availability: October 2025
• What it does:
  Admins can add industry-specific or public web sources to the Sales Qualification Agent. Sellers get more relevant insights, tailored to your sector or business.

Visualise and work with hierarchical data from multiple tables

• Public preview: August 2025
• General availability: October 2025
• What it does:
  Shows a visual hierarchy of accounts, contacts, locations, and related data. Sellers can see connections, edit records in context, and spot opportunities or issues across large, complex customers.

Power Apps

Toggle to sync offline database with server only on Wi-Fi

• Public preview: September 2025
• General availability: November 2025
• Summary: Mobile users can now choose to sync data only when connected to Wi-Fi. It’s a new setting in the Device Status page for Canvas apps.

Use streamlined header and navigation

• Public preview: May 2025
• General availability: October 2025
• Summary: A cleaner, faster UI across app shells, forms, and views. Less clutter, better spacing, and improved icons. Makes navigation snappier and more intuitive.

Enhanced experience for form filling with Copilot

• Public preview: February 2025
• General availability: October 2025
• Summary: Copilot can now fill out forms using images, files, or emails. You drop in a file, and it suggests what goes where. Admins can manage this in the Power Platform admin centre.

Fill forms faster with smart paste

• Public preview: October 2024
• General availability: October 2025
• Summary: Copy some text, hit smart paste, and Copilot suggests form fields based on the content. Inline suggestions appear right in the form. You can accept or ignore them.

Visualise the data in your view with Copilot

• Public preview: January 2025
• General availability: October 2025
• Summary: Turn tabular data into charts with one click. You can drill down, change chart types, and copy visuals to share. No need for external tools.

The post Dynamics 365 Sales : What’s New – Autumn 2025 Wave 2 appeared first on All My Systems.

Check Pete Murray’s original post https://www.allmysystems.co.uk/dynamics-365-sales-whats-new-autumn-2025-wave-2/ on www.allmysystems.co.uk which was published 2025-09-03 12:56:00