Microsoft Dynamics 365 Sales 2024 Wave 1

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.



Sales Execution and Sales Force Engagement

The updates related to sales execution and sales force engagement provide valuable tools for sales managers to optimize lead management and improve overall efficiency. With the ability to view lists of assigned and unassigned leads, sales managers gain insights into the reasons behind lead assigning or unassigning. This functionality is crucial for minimizing business loss by ensuring that leads are effectively managed and assigned to the most appropriate sellers. Sellers are promptly notified when new leads or opportunities are assigned to them, allowing for timely follow-up and action. Furthermore, the feature that notifies sellers about the success or failure of leads or opportunities helps them stay informed and adjust their strategies accordingly, ultimately driving better outcomes.

Sales Experiences

The updates to sales experiences focus on enhancing user interface and customization options within Dynamics 365 Sales. The "new look with refreshed styling" feature introduces visual enhancements such as updated styling, drop shadows, and vibrant colours, which contribute to a more modern and visually appealing user experience. Meanwhile, the "grouping opportunities and aggregating their value" feature facilitates advanced analysis by allowing users to group opportunities based on relevant fields, enabling better insights into sales pipelines and performance. Additionally, the "customizing lead qualification" feature leverages co-pilot to streamline the lead qualification process, ensuring thorough evaluation while also reducing manual workload by creating multiple opportunities for a single lead.

Co-pilot for AI Innovation

The Co-pilot for AI innovation introduces several features aimed at enhancing productivity and providing intelligent assistance to sellers within Dynamics 365 Sales:

  • "Email assistance by Co-pilot" offers suggestions for email writing, including adjustments to tone and length, to help sellers craft more effective communications.


  • The "Getting answers from sales documents" feature in Co-pilot enables administrators to define the data sources accessible to Co-pilot. This empowers the Co-pilot to efficiently retrieve information from sales documents and datasets. Sellers can effortlessly query Co-pilot for insights, eliminating the need for manual searches across multiple systems and resources. Co-pilot's understanding of the data ensures that relevant facts and figures are promptly delivered, streamlining the process of accessing critical information for sales teams.


  • The "Get a 369-degree view of your account" feature provides a comprehensive summary of account data, associated opportunities, leads, and the latest account news, empowering sellers with valuable insights for effective account management.


  • The "Product content recommendation" feature leverages Co-pilot to suggest relevant product details based on accessed data, ensuring sellers have access to accurate and timely information to drive sales.


Overall, these updates represent a significant advancement in Dynamics 365 Sales, leveraging AI-driven capabilities and enhanced features to empower sales teams with the tools they need to drive growth, improve efficiency, and deliver exceptional customer experiences.



Comments

Post a Comment

Popular posts from this blog

Customizing Dynamics 365 with JavaScript

Image
 Microsoft Dynamics 365 (D365) is a great tool for managing business processes, but to make it work best for your organization, using JavaScript can be very helpful. JavaScript lets you add custom features that improve how users interact with the system and make tasks easier to complete. In this post, we'll look at some simple JavaScript code examples for D365 that can help you do things like show or hide fields, check user input, create alert messages, and automatically set field values. 1. Controlling Field Visibility           Dynamic forms improve the user experience by showing only the fields that are relevant based on the user’s input. For example, you can use JavaScript to control which fields are displayed depending on the user's selections. In the following example, we'll look at how to show or hide a field based on the country selected from an option set. If the user chooses "UK," an additional field will appear, allowing them to select citie...
Read more

Understanding Business Rules in D365

Image
Business rules are crucial in streamlining processes and automating tasks within Dynamics 365. They effortlessly handle things like setting default values for fields, adjusting one field based on another, toggling field visibility, and even locking or unlocking fields as needed. These rules work behind the scenes, making processes smoother and more efficient without requiring constant manual intervention.  Various components in Business rules are used to perform various tasks, below is an example of the “Set Field Value” component which is used to automatically set the Gender field value in a form based on the user-selected prefix; if the prefix is "Ms", “Miss” or "Mrs," set the Gender to Female; otherwise, set it to Male. Begin by navigating to the form where you want to implement the Business Rule. Click on the 'Business Rule' icon and click on the 'New Business Rule' button. After initiating the Business Rule, simply click the down arrow to enter ...
Read more

Difference between Background and Real-Time Workflows

Background Workflow Operates in the background, requiring users to refresh pages to see changes after saving records, however, this doesn't interrupt users' ability to continue their work. If a step fails in the background workflow, the process halts at the failure step, and changes made by previous steps are kept.  Errors do not appear as pop-ups; administrators must check system job logs to identify failed processes. Background workflows are designed to minimize resource usage, ensuring they do not disrupt system processing. Troubleshooting background workflows is straightforward as it's easy to monitor which process failed at which point. Real-Time Workflow Changes are instantly reflected upon saving a record, without requiring page refreshes. Users may need to wait briefly for the process to complete, but it's not typically noticeable. If a step fails in a real-time workflow, a pop-up error message notifies users of the failed process. Real-time workflows typically ...
Read more