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Dynamics 365 Sales

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Jul 8, 2024

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AI Summary

  • Dynamics 365 Release Wave 1 for 2024 focuses on new features for Sales, including enhancements to Microsoft Copilot for Sales and improved Sales Engagement.
  • The release plan covers features from March 2024 through August 2024 and includes updates for Power Apps, Power Automate, Power BI, and more.
  • AI innovation in Dynamics 365 Sales now allows users to recommend similar products using Copilot and natural language queries.
  • The new Sequence Preview feature in Sales Sequences provides visibility into the next series of activities/recommendations.
  • The "work assignment" feature allows for detailed lead allocation based on variables like security roles and capacity limits.
  • Customization options for opportunity close forms and lead qualification have been enhanced to foster better collaboration and AI-generated lead qualification notes.
  • Copilot functionality has been expanded to include post-call summaries, actions, notes, and follow-up tasks in Microsoft 365 apps and Teams.
  • Outlook and Teams experiences now offer email summaries, draft responses, call analysis, and consolidated bullet points on discussed topics.

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