Ready to level up your sales processes and strategies? Look no further than the latest updates from Microsoft 2023 first release for Dynamics 365 Sales. With a range of new features and enhancements, the popular customer relationship management platform has never been more powerful. From AI-driven insights to streamlined sales workflows, these updates will revolutionise the way you sell.
Learn more about the top updates from Microsoft 2023 first release for Sales here.
1. Microsoft Copilot in Dynamics 365 Sales
With this year’s first release, Microsoft is introducing Dynamics 365 Copilot, the revolutionary AI-powered assistant for sellers in Microsoft Dynamics 365 Sales and Viva Sales.
Gone are the days of tedious clerical tasks because Copilot allows sellers to spend more time engaging with customers. It uses innovative AI to craft personalised email responses to your customers, saving you valuable time and ensuring that your messages resonate with the audience.
But that’s not all—Copilot, which is available for preview, can even generate summaries of your Teams meetings and emails in Outlook, pulling in crucial information from your CRM and recorded calls. With up to 66% of a seller’s day spent on email, Copilot is a game-changer, freeing up your time to focus on what really matters: building meaningful connections with your customers. So, why not join the countless sellers who are keen on experiencing the transformative power of Copilot? Start your Copilot journey with Dogma’s Microsoft experts today!
i. Ensure Efficient Customer Communication With AI-Generated Emails
Revolutionise your email communication with AI-generated emails in Viva Sales!
This innovative technology generates content suggestions based on customer emails, providing you with a reply to inquiries or requests for proposals that are complete with data specifically tailored to the recipient. You can easily select the option that suits your needs, and a reply is generated for you to review, edit, and send. The reply is enriched with data from Microsoft Graph and the CRM system, ensuring that your message is not only compelling but also relevant and insightful.
Copilot also allows you to create fully customisable emails, giving you the ability to craft emails that propose meeting times and dates with customers based on your Outlook calendar availability. Plus, you can refine the generated results by providing a new prompt that creates an updated response, building on the previously suggested draft and new context.
By automating the process of suggesting customisable content, Viva Sales frees up your time and lets you focus on what you do best—building strong customer relationships and driving sales. Time to transition into a new era of AI-generated emails from the cumbersome process of composing emails and searching for sales data from colleagues and databases!
ii. Expedite Customer Response With AI-Generated Meeting Summaries
Attention all sellers! Are you tired of spending precious hours combing through your notes and summarising your meetings? Do you wish you could spend more time building relationships with your clients and closing deals?
If so, try Copilot, which uses the latest natural language capabilities powered by Azure OpenAI Service to automatically generate comprehensive summaries of your sales meetings. From key topics to issues and concerns, Copilot captures it all, allowing you to stay organised and on top of your game.
With Copilot, you can say goodbye to manual note-taking and time-consuming recaps. Instead, you can focus on what matters most: building lasting relationships with your customers and closing more deals. And with summaries available for a range of meeting types in Teams, including multi-participant and internal calls, Copilot is the perfect tool for sales professionals looking to take their productivity to the next level.
2. Use the New Pipeline View to Manage Opportunities With Efficiency
Managing opportunities involves many processes, which take up sellers’ time and focus.
But now you can make your sales pipeline more efficient with this new opportunity view in Dynamics 365 Sales. Microsoft 2023 first release presents an exciting opportunity to optimise your sales pipeline and streamline your workflow like never before. With this innovative feature, you’ll be able to get a comprehensive overview of your opportunities, allowing you to manage them with ease and intuition.
Designed specifically with sellers in mind, this new feature is built to save time and improve sales efficiency by eliminating redundant steps and streamlining all processes into a single workspace. Sellers will be able to quickly identify deals that require attention and take action right away, all while tailoring their experience to suit their unique needs and preferences. They can update information quickly, add notes or tasks, and see the aggregate values of various pipeline metrics.
Time to enhance productivity and improve sales success by utilising the new opportunity view in Dynamics 365 Sales!
General availability from April 2023
3. Sales Forecasting Updates and Enhancements
i. Generate Forecasts for Multiple Business Units
For companies with multiple business units, tracking and monitoring the performance of each unit is crucial to developing effective, data-driven strategies. This enhanced forecasting feature from the 2023 first release for Dynamics 365 Sales allows administrators and forecast managers to configure forecasts based on each business unit, providing targeted help and allowing sales teams to monitor progress separately.
Sellers can view their business unit’s forecast and make informed decisions to meet or exceed quotas, while also gaining a macro and micro view by monitoring business unit forecasts and drilling down to see their contribution. With the ability to restrict forecasts to the sales team in each business unit, this feature offers a simple yet powerful way to track performance and drive results.
General availability from April 2023
ii. Adjust Forecast Values for Drill-Down Entities
As a business manager, you know the importance of having complete control over your company’s forecasting process. And while adjusting forecast values at the top-level is a great start, sometimes you need to make more specific adjustments at the drill-down level.
That’s where this powerful enhancement comes in. With the ability to easily adjust forecast values for specific accounts or products under a user’s forecast, you’ll have unprecedented control over your forecasting process. You’ll also be able to fine-tune your forecasts to reflect the reality of your business with the simple click of an edit icon. And with manual adjustment privileges, you’ll be able to make these adjustments quickly and easily without any unnecessary hassle.
General availability from June 2023
4. Improve Lead Qualification With Intent Detection
Are you tired of spending countless hours analysing and engaging with potential leads, only to find that most of them are low quality and not worth your time? Imagine being able to maximise your capacity and efficiency while working on leads and ensuring that only high-quality leads are acted upon at the right time.
With this new AI-based feature in Microsoft 2023 first release for Dynamics 365 Sales, you can do just that. By detecting customer intent from emails, this cutting-edge technology fast-tracks the lead qualification process, increasing your sales effectiveness and creating operational efficiencies in the lead management process.
As a seller, you’ll be able to engage with leads for possible next steps based on the intent detected by the AI model, allowing you to be proactive in your customer engagement and improve the sales process.
Public preview from September 2023
5. Improved User Experience With the New Opportunity Form
Have you been spending countless hours navigating through different entities in Dynamics 365 Sales? As a seller, your time is valuable, and maintaining strong client relationships is crucial to your success. That’s why Microsoft is introducing a user-friendly update that will revolutionise the way you work with the system.
This latest update in 2023 first release for Sales provides a new and improved version of input forms that declutters information and enhances the visual layout, resulting in a more streamlined experience. The out-of-box opportunity form columns have been resized to provide a wider central column, delivering clear and actionable insights at a glance. The rearranged command bar puts the most frequently used buttons up-front, so you can access them quickly and easily.
What’s more, the account to which an opportunity is linked is now mapped in the header, providing even more context and making it easier to manage your accounts. Plus, the widget headers, like Key details and More info, add more clarity of information.
With this update, you’ll be able to access the correct information at the right time and place, allowing you to focus on building strong client relationships and improving your sales. So, stop waiting and experience the true power of this feature in the improved Dynamics 365 Sales today! Dogma’s experts are eager to help.
General availability from April 2023
6. Use AI to Improve Cross-Sell and Upsell Opportunities
Business owners know very well that it’s easier and less expensive to sell to existing customers than it is to acquire new ones. That’s why it’s critical to focus on cross-selling and upselling opportunities to current customer base. And when it comes to recommending products, relevance is key. That’s where AI-based product recommendations come in. By leveraging historical data, this AI-powered feature suggests the right product at the right time, helping you close deals faster and more efficiently than ever before.
Your account executives and sellers are dealing with multiple customers and products, and they need an extra edge to help them suggest the right products at the right time. With this AI-based product recommendations feature, they can leverage transactional data to propose upsell and cross-sell opportunities that will increase their deal size and keep customers coming back for more.
As an administrator, you have the power to enable and set up this powerful feature. And as a seller, you’ll have access to product recommendations right within the application, helping you make informed decisions and drive sales with confidence. Don’t miss this game-changing technology—take advantage of AI-based product recommendations today and watch your business grow.
Public preview from August 2023
7. Get AI-Generated Tips and Suggestions During a Sales Call
Stop stumbling through tough sales calls to meet your sales targets! Imagine being able to sell remotely with more power and confidence than ever before. With this innovative real-time conversation intelligence feature from Microsoft 2023 first release for Dynamics 365 Sales, you can easily access AI-driven insights while you’re on a phone call with a customer.
As an administrator, you have the power to enable this feature for your sellers, giving them access to real-time suggestions and tips to help them navigate any sales call with ease. And as a seller, you can take advantage of this game-changing feature to receive suggestions on product and service details, competitive battle cards, brand info, pricing, and more—all the while you’re on a call with a customer.
Don’t let face-to-face selling hold you back any longer. Upgrade your remote selling game with this cutting-edge conversation intelligence feature in Dynamics 365 Sales today!
Public preview from July 2023 | General availability from September 2023
8. Capture Crucial Details of a Sales Call to Expedite Your Pipeline
Have you ever missed a crucial sales opportunity because you didn’t catch important details like budget, authority, need, and timeline (BANT)? Well, worry no more! Microsoft 2023 first release for Dynamics 365 Sales features conversation intelligence that not only identifies sales-oriented mentions but also surfaces these critical details in the call summary.
With the BANT classification for detected questions, BANT-oriented call notes, grouping of mentions, and topics for playback segmentation, you’ll never miss another important signal that could help progress your sale.
Public preview from August 2023 | General availability from September 2023
9. Improve Seller Effectiveness With Intelligent Suggestions
What if you could unlock the secret to working smarter, not harder? Imagine having relevant insights and workflows at your fingertips, allowing you to engage with your accounts in a more intelligent and effective way. These AI-powered suggestions do just that, enabling sellers like you to spend less time hunting for information and more time making valuable connections.
With its curated list of account-based suggestions, you can prioritise your tasks and focus on the right activities to boost your productivity. Plus, it allows for seamless collaboration with your team, so you can collectively work on improving your sales effectiveness.
Don’t waste any more time on unproductive tasks. Using the AI-generated suggestions empowers you to make the most of your valuable time and resources, so you can achieve your sales goals and exceed your expectations.
Public preview from June 2023
What’s Next?
Microsoft’s 2023 first release for Dynamics 365 Sales builds on the already advanced capabilities of the popular customer relationship management solution for complex global organisations. For a more comprehensive insight into all the new and enhanced updates from Microsoft 2023 first release for Dynamics 365 Sales, read the complete release notes here.
Note
The features listed here are planned for release from April 2023 through September 2023. However, the delivery timelines may change, and the listed functionality may not be released. For more information, go to Microsoft policy. Also, read our 2023 first release highlights for other Dynamics 365 applications and Power Platform.
