Author: Rajat Acharya
The October 2019 release brings lots of brand-new capabilities and enhancements in Dynamics 365 for Sales features – improved email communication, multitasking, simplified lead management, business card scanning, and LinkedIn Sales Navigator integration.
Here are the 7 major Dynamics 365 for Sales features updates.
1. Easily Manage and Keep Track of Leads
Sales teams won’t have to enter company or contact details manually while creating a new lead. The system will autofill fields with relevant information for existing clients, making it more convenient. Also, lead management will become a lot easier as the tool allows you to move swiftly along various stages of the sales cycle.
2. Get More Details on a Won/Lost Opportunity
You can get more data on a won/lost opportunity to help strategies in the future. With the ‘Opportunity Close’ dialogue box in Dynamics 365 for Sales, you will get details on why the opportunity was lost or won.
3. Compose Multiple Emails from the Same Screen
Composing emails will be much easier with contextual email communication after this update. You will no longer have to navigate away from the screen while composing emails, significantly saving time. It also allows you to view all the relevant content in one place. Multitasking will genuinely come to life in this new update.
4. LinkedIn Sales Navigator: Send InMails Directly to Customers
You can now engage with your customers by composing and sending LinkedIn InMail directly from Dynamics for Sales. You can easily drag and drop to select who receives the mail. Dynamics 365 for Sales will become a one-stop solution for sending InMails and viewing profiles of relevant receivers.
5. Scan and Save Business Cards Instead of Stacking Them
You can now scan all your business cards via the scanner, and automatically fill in relevant information in the system.
6. Make Quick Customer Calls Directly with Softphone Dialler
This new feature allows you to integrate your softphone dialler from your phone provider with Dynamics 365 for Sales to quickly call contacts. Without switching screens, you can quickly call customers.
7. Simplified Adding and Editing Products in an Opportunity
Save time creating multiple products line items using Create and Add capability. You can add new products to an Opportunity, Quote, Order, and Invoice with or without a price list. This also lets you view product properties while still editing them in the Opportunity.
See the links below to learn about our other blogs on the Wave 2 release series.
- 6 Upcoming Dynamics 365 for Marketing Features You Should Know
- Dynamics 365 Virtual Agent Delivers Fast and Responsive Customer Service
- 7 Best Picks from Dynamics 365 2019 Wave 2 Release
- [Infographic + Video] A Graphical Overview of Microsoft’s Dynamics 365 2019 Wave 2 Release
We will be posting more blogs on the other Dynamics 365 and Power Platform applications. Do subscribe to our blog for the latest information to be delivered in your inbox.
Dynamics 365 for Sales goes beyond the traditional sales force automation (SFA) and builds deeper relationships with embedded intelligence to guide your sales team through each stage of your customer journey. If you want to learn more about D365 for Sales and how it can increase your revenue, contact us today for a no-obligation consultation on 01296 328 689. Or email us at firstname.lastname@example.org.