Dynamic365 Geek

Here's a detailed overview of the new Microsoft updates for Dynamics 365 Sales in the 2024 wave 1, covering Sales Engagement, Sales Execution, Sales Force Engagement, Sales Experiences, and Co-pilot for AI innovation: Sales Engagement  The introduction of "sequence steps" in sales is a significant enhancement for task management within Dynamics 365 Sales. This feature allows users to gain comprehensive insights into assigned tasks by providing detailed information about the individuals involved in each step of a sequence. Moreover, it offers visibility into the time spent by team members on specific tasks, enabling better understanding and planning of workloads. Importantly, multiple sequences can be attached to a single record, providing flexibility in managing complex workflows. Additionally, sales managers or operative teams have the authority to assign sequences to team members, facilitating seamless collaboration and ensuring accountability throughout the process. Sa...