We are excited to share with you some of the amazing features that will be included in the upcoming Dynamics 365 Wave 1 release for 2024. From AI innovations with Copilot to enhanced sales execution and experience, this release is packed with features that will help businesses achieve their goals and deliver exceptional customer experiences. Keep reading to learn more about these features and how they can benefit your business. To fully take advantage of these new features and boost your business, be sure to reach out to Covenant for guidance and support.
Copilot & AI Innovation
AI-generated Account Summaries:
As a seller, you can now take advantage of the AI-generated account summaries feature in the upcoming Dynamics 365 Wave 1 release for 2024. This feature allows you to get a 360-degree view of your account, which is built using all the data associated with the account.
You can also view a summary of the associated opportunities, know about the associated leads, and learn the latest news about the account.
This feature is designed to help you stay informed and up-to-date with your accounts, allowing you to make better decisions and improve your sales effectiveness. To fully take advantage of this feature and boost your business, be sure to reach out to covenant for guidance and support.
Maximize sales success with AI-suggested past successful deals:
As a seller, you have the power to leverage AI technology to enhance your sales effectiveness and revenue growth. With AI-driven opportunity suggestions, you can view suggestions based on industry, product, account, and geography, allowing you to make informed decisions and close more deals.
One of the key benefits of using AI in sales is the ability to leverage past successful deals. By analyzing data from previous successful sales, AI can suggest opportunities that have a higher likelihood of success. This means that you can focus your efforts on the most promising leads, increasing your chances of closing a deal.
In addition to suggesting opportunities, AI can also provide you with a 360-degree view of your account. This includes a summary of customer details, past email and meeting exchanges, relevant news, similar opportunities, and online articles – all easily surfaced with a quick query in the Copilot chat window. By using AI to suggest past successful deals, you can maximize your sales success and drive revenue growth. So why not give it try and see the results for yourself?
Use Copilot to get answers from your sales documents:
As a seller, you have access to a wealth of information that can help you close deals and drive revenue growth. One of the most powerful tools at your disposal is Copilot, which allows you to access relevant sales information from SharePoint through the Copilot chat interface in Dynamics 365 Sales.
Sales Engagement
Multiple Sequences:
One of the key benefits of this feature is the ability to view team members who are also using sequences on a record. This allows for greater transparency and coordination among team members, ensuring that everyone is on the same page.
In addition, sellers can now attach additional sequences to a record that already has sequences attached. This means that as new sequences become relevant, they can be easily added to the record without disrupting the existing workflow.
Finally, the Multiple Sequences feature provides detailed information about each sequence, including a list of completed and upcoming activities. This allows sellers to stay on top of their tasks and ensure that nothing falls through the cracks.
Overall, the Multiple Sequences feature is a powerful tool for enhancing collaboration and efficiency among sales teams. By allowing multiple sellers to work on different sequences for the same record, this feature streamlines the sales process and helps teams achieve their goals more effectively.
Sequence Preview:
The Sequence Preview feature is a powerful enhancement to MS D365 software, providing a comprehensive overview of your sales sequences. With this feature, you can quickly and easily access key information about your sequences, including the total number of steps, the number of days spent, the time required for completion, and more.
One of the most useful aspects of the Sequence Preview feature is the ability to see which team members have completed different steps and who will be working on future actions. This allows for greater transparency and coordination among team members, ensuring that everyone is on the same page.
In addition, the Sequence Preview feature allows you to view both completed and upcoming steps and activities. This means that you can easily track the progress of your sequences and stay on top of your tasks.
Finally, the Sequence Preview feature provides information about the completion and due dates of sequence steps. This allows you to plan ahead and ensure that your sequences are completed on time.
Overall, the Sequence Preview feature is an invaluable tool for anyone looking to gain a comprehensive overview of their sales process. By providing detailed information about your sequences, this feature helps you stay on top of your tasks and achieve your goals more effectively.
Sales Execution & Experience:
Capacity based assessment for leads & opportunities
The Capacity-based Assessment for Leads & Opportunities feature is a powerful enhancement to MS D365 software, allowing administrators and sales managers to optimize the performance of their sales teams. With this feature, you can define different capacity profiles based on any lead attributes, apply capacity limits to sellers, and configure assignment rules to honor or ignore capacity limits based on your business needs.
One of the key benefits of the Capacity-based Assessment feature is the ability to monitor unassigned leads due to lack of seller capacity. This allows you to quickly identify any bottlenecks in your sales process and take the necessary action to ensure that leads are being effectively managed.
In addition, the Capacity-based Assessment feature provides greater flexibility in how you assign leads and opportunities to your sales team. By defining different capacity profiles and applying capacity limits to sellers, you can ensure that your team is working at maximum efficiency without becoming overwhelmed.
Overall, the Capacity-based Assessment for Leads & Opportunities feature is an invaluable tool for any administrator or sales manager looking to optimize the performance of their sales team. By providing greater control and visibility over your sales team’s capacity, this feature helps you achieve your goals.
Custom lead qualification process:
Allowing administrators to configure the lead qualification process to ensure that leads are thoroughly evaluated. With this feature, you can enable Copilot to generate a lead qualification summary, configure the creation of multiple opportunities from a single lead, and prepopulate fields in the opportunity record based on the information in the lead.
One of the key benefits of the Custom Lead Qualification Process feature is the ability for sellers to assign newly generated opportunities to other sellers. This fosters collaboration and maximizes sales team efficiency, ensuring that leads are effectively managed.
In addition, sellers can view the AI-generated lead qualification summary after a lead is qualified. This provides valuable insights into the lead and helps sellers make informed decisions about how to proceed.
Finally, the Custom Lead Qualification Process feature allows sellers to create multiple opportunities from a single lead. This means that as new opportunities arise, they can be easily added to the lead without disrupting the existing workflow.
Overall, the Custom Lead Qualification Process feature is an invaluable tool for any administrator or seller looking to streamline their lead management process. By providing greater control and flexibility over the lead qualification process, this feature helps you achieve your goals more effectively.
Enhanced focused mode for the lead entity:
The Enhanced Focused Mode for the Lead Entity feature is a powerful enhancement to MS D365 software, allowing sellers to more effectively manage their leads. With this feature, sellers can use the focused view as the default view for the lead entity, select multiple records, and execute actions for both single and multiple records using the command bar. In addition, the focused view control will remember the user’s preference.
One of the key benefits of the Enhanced Focused Mode feature is the ability for administrators to use an admin setting to decide the entities for which the focused view should be available. This allows for greater control and flexibility in how leads are managed.
In addition, administrators can make the focused view the default landing page for any out-of-the-box or custom entity. This means that sellers can quickly and easily access the focused view for the entities they work with most frequently.
Overall, the Enhanced Focused Mode for the Lead Entity feature is an invaluable tool for any seller or administrator looking to streamline their lead management process. By providing greater control and flexibility over the lead entity, this feature helps you achieve your goals more effectively.
This blog does not include all of the Wave 1 releases, we just highlighted a few. If you would like to learn about all the Wave 1 releases for Dynamics Sales, please contact us by visiting our Dynamics page and going to “contact us”. We would be happy to discuss this with you in more detail.