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update // dynamics 365 - sales deprecation
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Deprecations in Dynamics 365 Sales

Article 12/13/2024 4 contributorsFeedbackIn this article
Article 01/02/2025 4 contributorsFeedbackIn this article

The features that have been deprecated in Dynamics 365 Sales are listed in this article. For more information on other deprecations that impact all the Dynamics 365 customer engagement apps, see Important changes (deprecations) coming in Power Apps, Power Automate, and customer engagement apps.

Expand All @@ -16,23 +16,21 @@ Effective August 1, 2024, templates to create new assistant cards won't be avail

Snapshots in sales forecasting

Effective June 30, 2024, the snapshot capability in sales forecasting will be deprecated and you'll no longer be able to enable snapshots for new forecast configurations. Existing forecast configurations with snapshots will continue to work as-is until October 31, 2024. Post that, all the snapshots and related charts such as deal flow, trend chart, and forecast grid history will be removed.

As an alternative, you can use the Forecast API to set up daily data sync to pull forecast data.
Effective June 30, 2024, the snapshot capability in sales forecasting is deprecated. Snapshots and related charts such as deal flow, trend chart, and forecast grid history are no longer available. As an alternative, you can use the Forecast API to set up daily data sync to pull forecast data.

Set seller availability using Outlook calendar

Effective April 1, 2024, the feature allowing configuration of seller availability through the Outlook calendar in work assignments will be 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
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

Effective October 1, 2023, the following Exchange-based cards will be deprecated:
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 CardAfter the cards are deprecated, they’ll no longer be available. You can create your own cards using Power Automate. Learn more.
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 will be deprecated
Rank optimization of insight cards is deprecated

Effective October 1, 2023, the rank optimization feature of insights cards will be deprecated. After the feature is deprecated, existing ranking rules will be unavailable and won't apply to insight cards. To optimize and prioritize the cards, turn off those cards that aren't in use.
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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