update // dynamics 365 - sales deprecation

Author: tcorcor1

pages/dynamics365-sales-deprecations.txt

@@ -6,12 +6,30 @@ Important
 
 "Deprecated" means we intend to remove the feature or capability in a major future release. The feature or capability continues to work and is fully supported until it's officially removed. This deprecation notification might span a few years. After removal, the feature or capability will no longer work. We're notifying you now so that you have sufficient time to plan and update your code before the feature or capability is removed.
 
+Emails that need follow-ups in Copilot in Dynamics 365 Sales
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+Effective September 2025, the Show emails that need follow up prompt in Copilot in Dynamics 365 Sales is deprecated region-wise. After the deprecation, you can no longer view the emails that need follow-ups in Copilot in Dynamics 365 using this prompt.
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+However, you can use in-flow summarization and natural language processing capabilities to achieve similar outcomes.
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+Copilot in Dynamics 365 Sales in full-screen view
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+Effective September 2025, the full-screen view of Copilot in Dynamics 365 Sales is deprecated region-wise. After the deprecation, you can no longer select, view, or use Copilot option in app’s site map.
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+Alternatively, you may utilize the Copilot side pane for supported functions, allowing banner summaries to appear within context rather than in an immersive canvas. This approach minimizes context switching and aligns with the strategy of engaging sellers directly within grids and forms.
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 Exchange integration for relationship intelligence
 
 Effective April 2025, the native Exchange integration for relationship intelligence is deprecated. If you want Dynamics 365 Sales to use emails and meetings from Exchange to generate insights, enable server-side synchronization for Exchange. Otherwise, insights are generated only using emails and data stored in Dynamics 365.
 
+Power BI template apps for Dynamics 365 Sales are deprecated
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+Effective May 2025, Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 Sales template apps are deprecated and will no longer be available for download.
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 Copilot for email in side pane
 
 Effective January 2025 (app/solution version 9.2.24124.0010), composing and sending email using Copilot side pane isn't supported and is being removed in a phased manner. This effects the users who have enabled the email copilot preview. However, you can use the Copilot email assist feature to compose and send emails through the rich text editor.
@@ -30,46 +48,13 @@ Set seller availability using Outlook calendar
 
 Effective April 1, 2024, the feature allowing configuration of seller availability through the Outlook calendar in work assignments is deprecated. This deprecation helps enhance the safety and security of your organization's data. Alternatively, you can use the Dynamics 365 CRM calendar to configure the seller availability. Learn more
 
-Exchange-based cards are deprecated
+Exchange-based cards
 
 Effective October 1, 2023, the following Exchange-based cards are deprecated and no longer available in Dynamics 365 Sales:
 
   Send Content Request Card  Task Due Today Exchange Card  Upcoming Meeting Exchange Card  Recent Meeting Exchange Card  Lead Detection Card  Meeting Today Exchange Card  Missed Email Card  Issue Detection Card  Meeting Request Card  Yes or No CardYou can create your own cards using Power Automate. Learn more.
 
-Rank optimization of insight cards is deprecated
+Rank optimization of insight cards
 
 Effective October 1, 2023, the rank optimization feature of insights cards is deprecated. Any ranking rules that you might have set up are no longer available and won't apply to insight cards. To optimize and prioritize the cards, turn off those cards that aren't in use.
 
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-Playbooks is deprecated
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-Effective July 2023, the playbooks feature is deprecated. You can no longer access, create, or launch playbooks. If you've added playbook entries to your custom app, remove them manually. Playbooks are replaced by sequences. Learn more about sequences.
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-Talking points is deprecated
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-Effective August 2022, the talking points feature is deprecated. After the feature is deprecated, you’ll stop getting talking point suggestions on the contact and lead pages. To continue getting suggestions, you can buy the LinkedIn Sales Navigator license and integrate it with Dynamics 365 Sales. For more information on what you get with the integration, see View and work with LinkedIn Sales Navigator controls on forms and for instructions on how to integrate, see Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales.
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-Premium auto capture is deprecated
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-Effective July 2022, premium auto capture is deprecated. The deprecation impacts customers who have enabled the premium auto capture preview. This feature enables users to get activity and contact suggestions.
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-You can switch to basic auto capture to get activity suggestions. However, no alternative is available for contact suggestions currently. For more information about basic auto capture, see Capture customer-related activities with auto capture.
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-Note
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-If you’ve added the premium auto capture suggestion grid to your custom app, remove it manually. The grid won't show any suggestions after the feature is deprecated.
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-Dynamics 365 assistant cards - Opportunity at Risk (sentiment detection) and Opportunity at Risk (phrase detection)
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-Effective March 31, 2022, the Opportunity at Risk (sentiment detection) and Opportunity at Risk (phrase detection) cards are deprecated. After May 30, 2022, these cards will no longer be supported.
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-The Opportunity at Risk cards, both sentiment detection and phrase detection, have been disabled from the backend and insights are no longer generated. However, these cards are still visible through the Settings page. When users are trying to activate these cards, activation fails.
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-Power BI template apps for Dynamics 365 Sales are deprecated
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-Effective May 2025, Sales Analytics for Dynamics 365 Sales and Process Analytics for Dynamics 365 Sales template apps are deprecated and will no longer be available for download.
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