Consultant-focused KB for Microsoft Dynamics 365 Sales: implementation notes, gotchas, and configuration decisions beyond the official docs — across pipeline management, opportunities, forecasting, sequences, sales accelerator, Copilot, integrations, administration, and licensing.
Features Microsoft has announced are going away for Dynamics 365 Sales, grouped by the area they affect. The mirror of the roadmap: what to plan a migration off, not what to adopt. 1 still to take effect · 7 already retired.
Snapshots and everything built on them — deal flow, trend chart, forecast grid history — are gone. The Forecast API is the replacement if a client needs point-in-time forecast history.
Microsoft deprecation notice ↗Work assignment can no longer read seller availability from the Outlook calendar. Availability has to be set in the app, which changes how the accelerator schedules steps.
Microsoft deprecation notice ↗No new instances can be created from 30 September 2026. Microsoft's replacement is the Sales Development agent, so any Close Agent design work should move across now rather than at cutover.
Microsoft deprecation notice ↗The Show emails that need follow up prompt in Copilot in Dynamics 365 Sales was deprecated from September 2025 and is going region by region. Sellers lose the prompt; in-flow summarisation and the remaining email capabilities carry on.
Move to In-flow summarisation and the other Copilot email capabilities
Microsoft deprecation notice ↗From September 2025 the full-screen Copilot view is deprecated region by region, and the Copilot entry disappears from the app site map. Everything moves to the side pane, so any training material or adoption guide showing the full-screen experience is now wrong.
Move to The Copilot side pane
Microsoft deprecation notice ↗From January 2025 (version 9.2.24124.0010) you can no longer compose and send an email through the Copilot side pane, and it is being removed in phases. This only bites tenants that switched on the email Copilot preview.
Move to Copilot email assist
Microsoft deprecation notice ↗The preview chat-driven setup experience for Sales Close Agent goes after June 2026 and is removed from all environments. Configure the agent through the standard admin path instead.
Microsoft deprecation notice ↗Copilot no longer summarises sales documents and proposals, and the document summarisation prompt goes with it.
Microsoft deprecation notice ↗The msdynGetDocumentSearchResults and msdynSalesAnswerFromDocuments MCP tools are deprecated. Anything customised on top of them needs rebuilding against the current Sales MCP tooling.
Microsoft deprecation notice ↗Tracking Outlook contacts straight into Dynamics 365 Sales from the classic Outlook desktop app reached end of support on 1 October 2025. Worth checking on any account still on classic Outlook, because contact tracking is usually somebody's established habit rather than a documented process.
Microsoft deprecation notice ↗The Add to Dynamics 365 option in Teams chat is gone. Chat content no longer lands on the record, so anything relying on it as an activity trail needs another mechanism.
Microsoft deprecation notice ↗Record-to-channel linking is deprecated. Microsoft's guidance is to use Dynamics 365 in the browser, which means any collaboration design built on linked channels needs rethinking.
Microsoft deprecation notice ↗The built-in LinkedIn lead generation integration is deprecated. A custom integration against LinkedIn Lead Sync is the remaining route, which is a build, not a config.
Microsoft deprecation notice ↗Relationship intelligence no longer reads Exchange directly. Turn on server-side synchronisation if the client wants emails and meetings feeding the insights.
Microsoft deprecation notice ↗Sales Analytics and Process Analytics template apps are deprecated and no longer downloadable. Anyone still running them is on a frozen copy.
Microsoft deprecation notice ↗The embedded softphone that let sellers dial from inside Sales is deprecated and removed from all environments. It never left preview, so treat Teams calling as the supported route.
Microsoft deprecation notice ↗The built-in usage report covering historical operational metrics and KPIs across contacts, accounts and opportunities is deprecated. Build the equivalent in Power BI if the client watches those numbers.
Microsoft deprecation notice ↗The standalone add-on package was deprecated in 2023 and is unsupported. Sales Insights capability now comes through the primary Sales Insights solution, so check what a client is actually licensed for before promising features.
Microsoft deprecation notice ↗