As we gear up for Microsoft 2024 Release Wave 2 for Dynamics 365, excitement is building around the transformative features set to launch between October 2024 and March 2025. This release promises to redefine productivity and user experience with groundbreaking advancements in AI and intelligent automation. From enhanced sales insights to streamlined customer service capabilities, organisations will be empowered to harness data like never before.
Join us as we explore the latest innovations and how they can propel your business forward in an increasingly digital landscape. Get ready to unlock new possibilities!
Top Dynamics 365 2024 Release Wave 2 Updates
Microsoft 2024 release wave 2 brings a series of new features across various Dynamics 365 applications to transform businesses, including innovations in Sales, Business Central, Human Resources, Customer Insights, Finance, Customer Service, Field Service, Supply Chain Management, Project Operations, and Commerce modules. Additionally, Copilot is available in Sales, Service, and Finance.
Key highlights include:
Dynamics 365 Sales
Dynamics 365 Sales is improving customer understanding and sales through AI features. These include Copilot for summarising information, a new Copilot Home with insights, and AI-powered lead creation.
Access a comprehensive AI-powered account overview
Simplify account management with this enhanced AI-powered Account Summary feature in Dynamics 365 Sales. Access a consolidated view of vital customer data, including buying behaviour, opportunities, and the latest news. This streamlined overview helps you prioritise tasks, research accounts quickly, and engage customers more effectively, reducing the time spent on manual data gathering.
Boost Sales Efficiency with Copilot’s Full-Page Insights
The Microsoft 2024 release wave 2 for Dynamics 365 Sales introduces a Copilot full-page view, offering real-time insights and natural language chat functionality. This expanded workspace enables sellers to manage sales activities, prioritise opportunities, and access customer details efficiently. With embedded charts and calendars, it ensures effective planning and goal tracking.
Microsoft Copilot for Sales
Dynamics 365 Sales Copilot is offering features that empower sales managers and sellers with insights, improve the meeting experience, integrate with Microsoft 365 tools, and provide natural language capabilities.
Turn sales meeting summaries into opportunities
Streamline sales opportunity management with automatic entry from Teams meeting summaries. By populating key details like account and contact information, this feature minimises errors and saves time. It enhances CRM connectivity and productivity, keeping all sales activities within the familiar Teams platform and supporting better sales tracking.
Seamlessly Update CRM with Post-Meeting Insights
Thanks to this Microsoft 2024 release wave 2, Copilot in Sales now enables sellers to update CRM records directly from the post-meeting insights page. With AI-generated summaries, you can save key points, connect meetings, create new records, and receive field update suggestions. This feature streamlines post-meeting tasks, ensuring accurate, real-time data entry.
Dynamics 365 Business Central
Dynamics 365 Business Central 2024 release wave 2 offers updates in various areas, including e-documents, global availability, development, governance and administration, legislation, reporting and data analysis. These updates aim to improve productivity, efficiency, and compliance for businesses using Business Central.
Use Copilot to create Power Automate flows
Power Automate gets smarter with Copilot, letting users create automation flows using everyday language. Integrated with Business Central, Copilot guides, answers, and refines flows, helping businesses skip the complexity. Boost creativity and efficiency with this AI-driven feature, designed to make automation more intuitive and accessible than ever.
Integrate Field Service with service management
Streamline service management with seamless integration between Business Central and Dynamics 365 Field Service. This solution empowers service technicians, managers, and finance teams by automating work order management, consumption tracking, and invoicing. Easily sync data across platforms, ensuring efficient maintenance, proactive repairs, and accurate financial transactions, all from a single platform.
Dynamics 365 Human Resources
Dynamics 365 Human Resources focuses on enhancing intelligence, automation, and analytics around the hire-to-separate process. This includes AI-driven assessments, improved benefits and performance management experiences, and advanced analytics and planning capabilities.
Use recruiting with copilot
Hire smarter with Copilot. The new Recruiting add-on for Dynamics 365 Human Resources gives recruiters a personal AI assistant that helps with everything. Copilot suggests engaging job descriptions, interview questions, and streamlines candidate assessments. It also identifies top candidates, ensuring a smooth, targeted recruitment process that saves time and improves decision-making. It’s like having a dedicated HR professional on your team!
Explore recruiting copilot scenarios
Want to streamline your hiring process? Copilot’s new recruiting features automate tasks like job description generation and interview question creation. It’s a game-changer for HR teams, making hiring more efficient and objective.
Dynamics 365 Customer Insights
Customer Insights-Journeys (formerly Dynamics 365 Marketing)
Microsoft 2024 second release wave for Dynamics 365 Customer Insights- Journeys (formerly Dynamics 365 Marketing) focuses on generative AI, customer engagement, and sales-marketing unification to improve productivity, efficiency, and customer interactions.
Create journeys by using Copilot to describe them
Dynamics 365 Customer Insights – Journeys now uses AI to create personalised customer journeys in minutes. Simply describe your goal and let AI do the work. Focus on delivering exceptional experiences, not technical complexities.
Orchestrate journeys using any marketing interaction
This Dynamics 365 Customer Insights – Journeys update lets you tailor customer journeys based on marketing interaction triggers. This enables more personalised and delightful engagement with customers, boosting conversions, trust, and loyalty.
Customer Insights – Data
Microsoft 2024 release wave 2 for Dynamics 365 Customer Insights – Data (formerly Dynamics 365 Customer Insights) focuses on generative AI, customer data updates, and sales-marketing unification to improve customer interactions, drive business growth, and streamline data integration.
Use automation to manage segments and measures
Dynamics 365 Customer Insights -Data is smarter than ever! It automatically deactivates unused segments and measures, speeding up system refreshes. As an admin, you control the retention period and can reactivate segments as needed. This means faster insights and better decision-making.
Accelerate time to insights with data in Delta Lake format
Thanks to this update, Dynamics 365 Customer Insights – Data now supports Delta Lake, dramatically speeding up processing times for rapidly changing data. Get real-time customer profiles and insights, empowering you to deliver personalised experiences and make informed decisions.
Dynamics 365 Finance
D365 Finance updates from Microsoft 2024 release wave 2 focuses on AI-powered in-app Copilot, immersive user experiences, expanded country coverage, electronic invoicing enhancements, performance analytics, and autonomous reconciliation.
Add efficiency with enhanced bank reconciliation report
Simplify bank reconciliation with this advanced feature. Benefit from enhanced reporting, automated processes, and reduced manual work, ensuring accurate cash management and improved financial oversight.
Try the reporting, analytics, and insights hub
The Microsoft 2024 release wave 2 also introduces the Business performance analytics reporting hub in Dynamics 365 Finance, centralising access to prebuilt reports like Balance Sheet and Sales Transaction Details. Integrating with Power BI and Excel, it enhances efficiency, collaboration, and data-driven decision-making. Secure sharing, automatic data refresh, and precise access controls ensure seamless reporting and insights.
Microsoft Copilot for Finance
Manage accounts receivable in Teams
Manage accounts receivable effortlessly with Copilot for Finance in Microsoft Teams. Streamline collections with AI-powered pre-call prep, automated follow-ups, and seamless ERP integration. Boost cash flow by reducing days sales outstanding, cutting delinquency rates, and enhancing team productivity—all within a centralised, compliant platform that improves customer service and decision-making.
Use Copilot for Finance macroeconomic analysis
The 2024 release wave 2 improves the capabilities of Copilot for Finance, empowering financial leaders to harness generative AI for timely macroeconomic analysis. By monitoring diverse market data, Copilot provides actionable insights, optimises investment decisions, and facilitates team collaboration. Its customizable library and stakeholder reporting streamline communication and enhance decision-making in dynamic conditions.
Dynamics 365 Customer Service
Microsoft 2024 release wave 2 for Dynamics 365 Customer Service focuses on using generative AI to improve and extend customer service delivery, agent productivity, and Copilot capabilities.
Compose emails using improved attachment experience
Streamline your email management with the enhanced attachment experience. Agents can now drag and drop files, copy attachments between emails, and bulk manage attachments with ease. Automatic reminders ensure no crucial files are overlooked, boosting productivity and efficiency. Features include size visibility, view toggles, and Excel export capabilities.
Leverage Copilot’s proactive prompts and insightful suggestions
Boost agent productivity with Copilot’s proactive prompting. Enjoy contextual prompt starters, suggested follow-ups, and proactive insights tailored to case and conversation details. With easy plugin discovery and reduced manual input, agents can work more efficiently and enhance their overall experience.
Dynamics 365 Field Service
D365 Field Service Copilot is getting new features that empower frontline workers with information retrieval and remote assistance, managers with work order management, dispatchers with swift worker booking, and seamless integrations with Teams, Outlook, and Viva Connections. These features aim to improve operational efficiency and productivity.
Use Remote Assist mixed reality annotations in Microsoft Teams
Improve first-time fix rates with Teams’ new remote assistance feature. Technicians can now get real-time guidance through video calls with 3D annotations, all within Teams on their mobile devices. This eliminates the need to switch apps, making it easier to resolve issues quickly and efficiently. Available now for iOS, with Android support coming soon.
Summarise work orders with Copilot in Outlook
Stay productive with the Dynamics 365 Field Service Outlook add-in, which brings essential work order summaries right into your inbox. This integration eliminates the need to switch between apps, providing service managers and frontline workers with context-rich information seamlessly. Enjoy consistent summaries and customisable configurations to suit your business requirements.
Dynamics 365 Supply Chain Management
Microsoft second release for D365 Supply Chain Management focuses on improving order promising capabilities, demand planning with external signals, Copilot integration for insights and analyses, and Traceability Copilot for product tracking and historical records. These enhancements aim to improve user productivity and organisational adaptability.
Make efficient demand planning decisions with Copilot
Copilot makes demand planning a breeze. Now you can easily explore trends, identify anomalies, and measure forecast accuracy. With Copilot’s natural-language summaries and visuals, making informed decisions about your supply chain is simpler than ever.
Enhance your demand forecasting and planning
Dynamics 365 Supply Chain Management demand planning offers enhanced features for data filtering, model selection, allocation, external signal incorporation, data export, aggregation, orchestration template management, time fence rules, dependency analysis, weighted average, bidirectional calculations, and Copilot integration. These enhancements improve supply chain planning and decision-making.
Dynamics 365 Project Operations
Dynamics 365 Project Operations focuses on improving usability, performance, scalability, and AI-assisted core functionality in areas such as project planning, invoicing, time entry, and contract management. It also includes added mobile capabilities and scale improvements to handle larger projects and invoices.
Use the enhanced Quote experience and AI Quote summary
Tired of manual quote entry errors? This cutting-edge feature simplifies the process, allowing you to quickly add or edit quote lines and track key details. With AI-generated summaries, you’ll gain deeper insights into your quotes and close deals faster than ever before.
Enable multiple deployment types in a single legal entity
Experience the power of the modern architecture with this new feature. Benefit from improved user experiences, advanced project planning, and resource management capabilities, all while maintaining compatibility with your existing projects.
Dynamics 365 Commerce
Dynamics 365 Commerce, powered by AI, transforms retail by streamlining operations and boosting customer loyalty. With Copilot, teams gain insights into customer behaviour, product recommendations, and store performance. Enhanced self-checkout and streamlined Store Commerce app elevate efficiency and the shopping experience.
Discover retail insights using Copilot summaries
Tired of dealing with failed transactions? Store Commerce’s new statement posting summary and insights feature uses AI to identify and analyse issues, helping you resolve them quickly and efficiently. This feature can help businesses improve their operations and reduce the impact of processing failures. Say goodbye to troubleshooting headaches and hello to streamlined operations.
Check out faster with optimised payment flows
Want faster checkout lines? Dynamics 365 Commerce has streamlined payment processing! New features make it easier for store associates to handle various payment methods, from loyalty points to gift cards. With improved workflows and direct payment terminal integration, customers can breeze through checkout and spend more time shopping.
Need help with the Microsoft 2024 Release Wave 2 Updates?
The 2024 Release Wave 2 for Dynamics 365 represents a significant step forward in enhancing user experiences through the integration of AI and intelligent automation. But translating these features and enhancements into business benefits can be tricky and time consuming. That’s where Dogma’s Dynamics 365 experts come in to help you make the most out of these updates from Microsoft.
