What are Preview features and how do I enable them?

Dynamics CRM 2016

Updated: March 22, 2017

Applies To: Dynamics 365 (online), Dynamics CRM Online

Preview features are features that aren’t complete, but are made available on a “preview” basis so customers can get early access and provide feedback. Preview features:

  • Are subject to separate Supplemental Terms of Use.

  • Are not supported by Microsoft Support.

  • May have limited or restricted functionality.

  • Aren’t meant for production use.

  • May be available only in selected geographic areas.

The following table lists preview features as well as learning resources for each.

Preview feature

Learning resource

Document recommendations, product recommendations, knowledge article suggestions, case suggestions, and topic analysis

Preview feature: Microsoft Cognitive Services integration with Dynamics 365

 Dynamics 365 for Customer Insights service

Dynamics 365 for Customer Insights Getting Started

The following table lists the features that are still in preview, as well as  learning resources for each.

Preview feature

Learning resource

Data Loader for bulk importing

Preview feature: Import bulk data with the Data Loader

Get a quick overview of key Dynamics 365 (online) performance metrics

Preview feature: View metrics about your instance with Organization Insights dashboard

Track your Dynamics 365 deals and activities using Cortana

Preview feature: Set up Cortana integration


The Data Loader preview feature does not have to be enabled through the Previews tab.

To enable a preview feature, you must be a Dynamics 365 administrator.

  1. Go to Settings > Administration.

  2. Choose System Settings, and then click the Previews tab.

  3. Read the license terms, and if you agree, select the I’ve read and agree to the license terms check box.

  4. For each preview feature you want to enable, click Yes.

If you’d like to provide feedback, offer suggestions, or report issues for a preview feature, please go to Microsoft Dynamics Ideas. This website provides a collaboration platform for gathering actionable feedback to build and improve products and services.