D365 Sales: Top 2026 Wave 1 Features

Key insights

• 2026 Release Wave 1 - Microsoft updated Dynamics 365 Sales with a major feature wave focused on AI and productivity, rolling out April to September 2026.
  
• AI agents - New agents automate research, lead qualification, and closing tasks, delivering recommended next actions and drafting personalized outreach to save seller time.
  
• Copilot - Enhanced Copilot features include natural-language search, Ask-and-Refine chat in Opportunity Workspaces, and visual Copilot data views that speed decision-making.
  
• Form Fill Assist - The form fill tool extracts data from PDFs and business cards to auto-populate records, reducing manual entry and improving data quality.
  
• Forecasting - Signal-based forecasting combines historical patterns and enriched data to improve close predictions and give clearer pipeline transparency for leaders.
  
• Integrations - The release links CRM data with Microsoft Fabric, Microsoft Graph, Microsoft 365, Teams, Outlook, and Power Platform to centralize insights and automate workflows.
  

Keywords

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