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Summary of planned features for Dynamics 365 Sales.

Enterprise-grade, fully customizable forecast.

Bring the power of LinkedIn account data directly into Dynamics 365 using LinkedIn Sales Insights (LSI). The solution adds LSI company profile and personas data to all matched account records within Dynamics 365. The integration requires a LinkedIn Sales Insights license and CRM sync must be enabled on LinkedIn.

Gamification admin experience now available in Unified Interface.

Get simplified and intuitive duplicate detection and merge experiences.

Get PDF generation capabilities for custom entities and an improved PDF generation experience.

Improved search, grid, and form experiences designed for when you're on the go.

The new mobile app is designed for field sellers. After it's downloaded, it's easy to get started without friction, using your organization's app module or the new out-of-the-box module that's optimized for mobile work.

Extend the enhanced email capability to provide consistent email experience through different actions on Timeline.

The mobile app is optimized for the most common on-the-go tasks of a field seller.

Usability Improvements to streamline the user experience.

Search products from the catalog or a price list. Explore product details and add multiple products at once to the opportunity. Customize the information configured about product lines when adding to opportunity.

To make Dynamics 365 Sales better, we are continually introducing usability enhancements within the application that reduce friction and make features easier to use.

With forecasting in Dynamics 365 Sales, we've introduced a set of capabilities that empower organizations to natively create and manage bottom-up sales forecasts to drive accountability and predictability in their sales processes.

As part of our commitment to simplify CRM experiences and help sellers focus on selling, we’re introducing an intuitive mobile experience to offer quick access to customer information and make it easy to keep this information current.

This product area includes capabilities and experiences delivering a rich, intuitive, end-to-end quoting business process for sellers and their customers.

Overview of Dynamics 365 Sales 2020 release wave 2

Streamline premium enablement and Sales Insights add-in installation

Summary of planned features for Dynamics 365 Finance.

This release focused on delivering localizations for five additional countries or regions — Bahrain, Hong Kong SAR, Kuwait, Oman, and Qatar. The delivered functionality includes simplified configuration management, expanded regional coverage, and several other highly requested features.

This feature extends Dynamics 365 Finance to print tax directives on configurable project invoices.

Dynamics 365 Finance and Dynamics 365 Supply Chain Management are extended with support for electronic invoice format for Finland – Finvoice 3.0.

The Electronic Invoicing Add-on for Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management is a hyper-scalable multitenant service that enables the configurable processing of electronic invoice documents and configurable document exchange. The processing and integration rules are fully configurable, and the logic is run outside Finance and Supply Chain Management. The service is […]

This feature extends Dynamics 365 Finance by making advanced notes management available for all supported countries/regions.

The Regulatory Configuration Service (RCS) lets business users and power users configure regulatory reports, e-invoices, business document layouts, payment formats, and tax rules that are frequently affected by changing legal requirements. These configurations can be done in a single application, rather than writing code in multiple applications or multiple versions of one application and then […]

Supporting legal requirements for Bahrain

This feature updates the printing and filing processes for 1099 statements to help your organization remain in compliance with 2020 tax law.

This feature updates the processes for changing the 1099 box on vendor records and recalculating their 1099 transactional data. It lets you update records for multiple vendors at the same time.

This feature will help you fully terminate a lease without manual calculation.

This feature lets you select a convention to use with a lease start date. Using lease convention helps determine the appropriate commencement date for the lease based on the lease convention you’re using.

The Trial balance with transactional detail report displays the details about each transaction that updates ledger accounts.

The Regulatory Configuration Service (RCS) allows business and power users to configure the regulatory reports, e-invoices, payment formats, business documents, and tax rules that are frequently affected by changing legal requirements. These configurations can be shared and reused in multiple applications and application versions. To simplify the storage, handling, and sharing of these configurations, RCS […]

This feature validates the accounting distribution table to ensure that new fields are set properly.

This feature provides Power BI analytics and metrics that measure the efficiency of your automated processes.

This feature lets you import invoice amounts and sales tax amounts for vendor invoices. Before the invoice can be posted, the imported values must match the values calculated by the system.

This feature lets you track the date that an invoice was received by your organization.

Public sector – This feature lets a procurement manager delegate multiple purchasing work items to his or her staff in a single action.

This feature allows imported vendor invoices to be submitted to workflow automatically.