2024 release wave 1 features available for early access

This topic lists the features that can be enabled for testing in your environment beginning February 5, 2024.

Features from the following apps are available as part of early access:

  • Dynamics 365 Sales
  • Dynamics 365 Customer Insights - Journeys
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management

The features from these apps update the existing user experiences. You can opt in early to enable these features in your environment. This will allow you to test these features and then adopt them across your environments. For information on how to enable these features, go to Opt in to 2024 release wave 1 updates.

Important

Other early access features may impact your users. To learn more about these features visit:

Dynamics 365 Sales

For a complete list of the Dynamics 365 Sales features, go to What's new and planned for Dynamics 365 Sales.

Feature Enabled for Early access General availability
Gear up for sales meetings with AI-generated preparation notes Users, automatically - May 17, 2024
Improve productivity by using Copilot in Dynamics 365 Users, automatically - Apr 1, 2024
Get actionable record updates using timeline highlights Users, automatically - Apr 8, 2024
Allow sellers to track performance with out-of-box forecasting Users, automatically Feb 2, 2024 Apr 19, 2024
Plan and perform assigned tasks with preview of sequence steps Users, automatically Feb 5, 2024 Apr 9, 2024
Guide sellers to work simultaneously using multiple sequences Users, automatically Feb 5, 2024 Apr 19, 2024
Experience the new look with a refreshed styling Users, automatically Feb 5, 2024 Apr 19, 2024
Optimize lead entity work with focused view as default Users, automatically Feb 5, 2024 Apr 5, 2024

Dynamics 365 Customer Insights - Journeys

For a complete list of the Dynamics 365 Customer Insights - Journeys features, go to What's new and planned for Dynamics 365 Customer Insights - Journeys.

Feature Enabled for Early access General availability
Timeline highlights enable quick access to actionable record updates Users, automatically - Apr 8, 2024

Dynamics 365 Customer Service

For a complete list of the Dynamics 365 Customer Service features, go to What's new and planned for Dynamics 365 Customer Service.

Feature Enabled for Early access General availability
Enhanced transcript viewer for chat conversations Users, automatically - May 17, 2024
Expand or collapse all sections in a knowledge article Users, automatically - Apr 1, 2024
Use skills to find the right agents for a consult Users, automatically - Apr 12, 2024
Use monthly channel for features in Customer Service apps Users, automatically Feb 5, 2024 Apr 1, 2024
Timeline highlights help users quickly access actionable record updates Users, automatically - Apr 8, 2024
Work with customers in the language of their choice Users, automatically - Jun 2024
Read Copilot responses on the UI incrementally Users, automatically - Apr 19, 2024
Summarize cases in Copilot help pane Users, automatically - Jul 2024
Ask about case data in Copilot help pane Users, automatically - Jul 2024
Automatically remove customer off hold on call transfer Users, automatically - Apr 1, 2024
Get FedRAMP certified for new features Users, automatically Feb 5, 2024 Apr 1, 2024
Support for multiple browsers and split screen Users, automatically - Apr 12, 2024
Rate call quality and provide feedback on improvements Users, automatically Feb 5, 2024 Apr 1, 2024
Test call, microphone, speakers before and during calls Users, automatically Feb 5, 2024 Apr 1, 2024
Join a Teams call is generally available and on by default Users, automatically - Apr 1, 2024

Dynamics 365 Field Service

For a complete list of the Dynamics 365 Field Service features, go to What's new and planned for Dynamics 365 Field Service.

Feature Enabled for Early access General availability
Manage crew membership on daily basis Users, automatically - May 24, 2024
Enable new work order experience by default for all organizations Users, automatically Feb 5, 2024 Apr 1, 2024
Get updates when they are available Users, automatically - Apr 1, 2024

Dynamics 365 Finance

For a complete list of the Dynamics 365 Finance features, go to What's new and planned for Dynamics 365 Finance.

Feature Enabled for Early access General availability
Speed results with collections coordinator summary Users by admins, makers, or analysts Jun 15, 2023 Jun 14, 2024
Check out new AP clerk workspace capabilities Users by admins, makers, or analysts Jan 26, 2024 Jul 2024
Explore customer and vendor balance netting Users by admins, makers, or analysts Nov 2, 2023 Jul 2024
Expand localization for LATAM countries – Colombia Users by admins, makers, or analysts Dec 22, 2023 Jul 2024
Expand localization for LATAM countries – Paraguay Users by admins, makers, or analysts Dec 22, 2023 Jul 2024
Expand localization for LATAM countries – Uruguay Users by admins, makers, or analysts Dec 22, 2023 Jul 2024
Expand localization for LATAM countries – Guatemala Users by admins, makers, or analysts Dec 22, 2023 Jul 2024

Dynamics 365 Supply Chain Management

For a complete list of the Dynamics 365 Supply Chain Management features, go to What's new and planned for Dynamics 365 Supply Chain Management.

Feature Enabled for Early access General availability
Empower users with conversational product help and guidance Users by admins, makers, or analysts Nov 15, 2023 Apr 26, 2024
Archive inventory transactions Users by admins, makers, or analysts Jul 31, 2023 Jun 7, 2024
Archive sales orders Users by admins, makers, or analysts Apr 21, 2023 Jun 7, 2024
Archive historical inventory journal records Users by admins, makers, or analysts Jan 31, 2024 Jun 7, 2024
Forecast with intelligence for validated demand plans Users by admins, makers, or analysts Oct 31, 2023 Apr 1, 2024
Manage compliance with export control restrictions Users by admins, makers, or analysts Jul 31, 2023 Apr 5, 2024