In this post, we highlight the latest releases from Microsoft D365 Sales' 2025 Wave updates. For a detailed breakdown, click here.
Key Features & Updates
Boost pipeline by autonomously researching leads with Sales Qualification Agent
-
Public Preview: May 2025
-
General Available: October 2025
Highlights ✅
-
Autonomous research: Agent finds info, recommends engagement steps, and drafts introductory emails.
-
AI assists with prioritizing leads, outreach suggestions, and internal network connections.
-
Provides lead Qualification Result Rank (High/Medium/Low).
-
Suggests personalized emails based on the context.
Lowlights ❌
-
None identified.
Improve sales efficiency with Sales Qualification Agent's email validation
-
Public Preview: May 2025
-
General Available: October 2025
Highlights ✅
-
Checks for e-mail validation errors.
-
Indicates if e-mails are personal or professional.
Lowlights ❌
-
None (feature might not be fully deployed in all environments).
Tailor Sales Qualification Agent to your industry and business needs
-
Public Preview: May 2025
Highlights ✅
-
Set up Ideal Customer Profile to pre-qualify leads.
-
Quick matching of ideal vs. non-ideal customers.
Lowlights ❌
-
Only one Ideal Customer Profile can be set at a time (limit if many teams or campaigns).
Connect AI agents to sales workflows using Model Context Protocol server
-
Public Preview: June 2025
-
Generally available: December 2025
Highlights ✅
-
Copilot Summary now displays in a prominent banner, beyond the side panel, for leads, opportunities, and accounts.
-
Handy actions: give feedback, copy/paste text, and use "view more" options.
Lowlights ❌
-
No major drawbacks identified, but full testing not yet completed for Wave 2 2025.
-
Language availability still to be announced.
Streamline data entry with smart paste
-
Public Preview: July 2025
-
Generally available: October 2025
Highlights ✅
-
Allows full record or field-by-field data pasting, significantly reducing data entry effort.
Lowlights ❌
-
Exercise caution with auto-suggestions, especially for mandatory fields.
Accelerate data entry using form fill assist toolbar
-
Public Preview: July 2025
-
Generally available: October 2025
Highlights ✅
-
Uploading files, emails, and images now triggers smart fill suggestions for updated records, supporting faster manual inputs.
Lowlights ❌
-
Incorrect suggestions (especially in mandatory fields) may occur—proceed carefully.
Deploy autonomous Sales Qualification Agent to qualify leads at scale
-
Public Preview: July 2025
-
Generally available: Unknown
Highlights ✅
-
Complete customization to match business processes and strategies.
Lowlights ❌
-
Not yet tested with live business data.
-
Implementation may require significant business engagement to ensure desired outcomes.
Let Sales Qualification Agent reply to emails based on knowledge sources
-
Public Preview: July 2025
-
Generally available: Unknown
Highlights ✅
-
Agent functions like a chatbot, able to reply to emails using a knowledge base.
Lowlights ❌
-
Not tested with real business data yet.
-
European and Swiss availability unconfirmed.
Turn marketing engagement into actionable insights for sellers
-
Public Preview: July 2025
-
Generally available: Unknown
Highlights ✅
-
Sales users gain visibility into marketing activities via agent and insights page integration.
Lowlights ❌
-
None reported.
Discover these new features in Dynamics 365 Sales and make your daily work smoother and smarter. With simpler ways to manage leads, share insights, and enter data, these updates are designed to save you time and help you connect better with customers. Give them a try and see how they can boost your sales results.
