Transform Your Sales Process with the Microsoft 2024 Release Wave 2 for Dynamics 365 Sales! The latest updates are here to revolutionise your sales approach, focusing on data-driven insights and intuitive experiences that elevate customer understanding. Highlights include a natural language Copilot for effortless information summarisation, a new full-screen Copilot overview page for role-specific actions, and AI-powered insights to uncover valuable leads.
Likewise, Microsoft Copilot for Sales is set to streamline seller workflows by integrating generative AI capabilities, enabling sellers to interact with their CRM using natural language. Don’t miss out on these powerful updates from Dynamics 365 Sales 2024 Release Wave 2, designed to supercharge your sales efforts. Dive into the blog to discover how these features can transform your sales journey!
Highlights: Microsoft 2024 Release Wave 2 For Dynamics Sales
Mastering Efficiency with Copilot’s Enhanced Overview Page
The 2024 release wave 2 for Dynamics 365 Sales introduces the Copilot full-page view, a must-have tool for today’s sales professionals. This expansive workspace integrates real-time insights and natural language chat, providing a streamlined sales experience. With an intuitive interface, sellers can effortlessly access essential customer details, track goals, discover key opportunities, and prepare for meetings more effectively. The AI-driven chat functionality delivers valuable insights seamlessly, making sales processes more efficient.
This feature is a game-changer for sales efficiency, shifting the focus from administrative tasks to building meaningful customer relationships. It reflects Microsoft’s commitment to driving productivity and offering tools that set the stage for sales success.
AI-Powered Account Summaries for Complete Customer Insights
A standout feature in the Dynamics 365 Sales 2024 release wave 2 is the AI-powered Account Summary. It provides a comprehensive 360-degree view of each customer account, consolidating buying behaviour, opportunities, leads, marketing campaigns, and the latest news—all in one place. This intuitive tool eliminates data silos, allowing you to prioritise tasks and engage with customers more personally.
Our Dynamics 365 Sales experts consider this a transformative tool, offering unmatched efficiency and clarity. It empowers sellers to make informed decisions, engage strategically, and strengthen customer relationships, redefining how sales teams manage complex accounts.
Elevate Sales Success with Copilot’s Actionable Insights
This year’s second release enhances Copilot’s actionable insights, revolutionising how sellers manage conversations and sales processes. This AI-driven feature provides real-time suggestions and guidance, helping sellers stay informed on active discussions, follow up on emails, update records, and engage effectively with decision-makers. It offers tailored action recommendations based on interactions, meetings, and new opportunities.
Expect this feature to be pivotal in boosting productivity, reducing conversion time, and enhancing decision-making. By integrating insights directly into workflows, sales professionals can navigate complex processes with precision, turning opportunities into results efficiently.
Transforming Sales Efficiency with AI-Driven Document Summarisation
With this update, Dynamics 365 Sales users now have access to Copilot’s AI-driven document summarisation, leveraging the BANT (Budget, Authority, Need, and Timeline) framework. Instead of combing through lengthy documents, sellers can quickly access concise, AI-generated summaries, freeing up more time to focus on building relationships and closing deals.
We can already see this feature dramatically enhancing productivity and ensuring informed, high-quality interactions. With actionable insights and next-step recommendations, Copilot equips sales teams with a competitive edge, allowing them to respond faster, align strategies, and drive success more effectively.
Streamline CRM Updates with Post-Meeting Insights
One of the most exciting enhancements from the Microsoft 2024 release wave 2 for Dynamics 365 Sales allows sellers to update their CRM directly from the post-meeting insights page, eliminating the need to switch contexts. This saves valuable time, enabling professionals to keep business data accurate with ease. Sellers can seamlessly save AI-generated meeting summaries, connect meetings to CRM records, and create new entries, ensuring information remains current and relevant.
This feature will be crucial for maintaining data integrity and improving operational efficiency, allowing sales teams to focus on building relationships instead of administrative tasks.
Effortlessly Capture Sales Opportunities with Teams Integration
The Dynamics 365 Sales 2024 second release also streamlines the process of capturing sales opportunities from meeting summaries, drastically enhancing productivity. This automation reduces manual entry, minimises errors, and ensures accuracy by pulling details directly from meeting notes.
Sellers will appreciate how Copilot’s integration within Microsoft Teams consolidates all sales activities, enabling them to focus on strategic tasks. With a few clicks, opportunity details like account names and amounts are auto-populated, facilitating efficient sales tracking. This not only boosts efficiency but also strengthens CRM connectivity, allowing seamless opportunity management.
Boost Customer Engagement with Copilot Email Assistance
The enhanced Copilot email assistance feature addresses the challenges of crafting effective customer emails. Using advanced natural language processing (NLP), it generates tailored, high-quality emails that resonate with recipients, ensuring clear, concise, and impactful communication.
This feature empowers sellers to enhance engagement, drive sales, and strengthen brand reputation. With options to adjust tone, length, and content, Copilot makes each email authentic and relevant, redefining how sellers connect with customers.
Gain Clarity with Dynamic Opportunity Management
The Microsoft 2024 release wave 2 for Dynamics 365 Sales also transforms opportunity management with dynamic grouping and aggregation. This update allows sellers to view their opportunity pipeline with newfound clarity by grouping opportunities by account name, seller, or closing date/month.
This streamlined view helps prioritise critical aspects of your sales strategy, enabling a more personalised approach. The ability to aggregate numeric values, such as estimated revenue, offers valuable insights, helping you assess opportunities and drive sales success confidently.
Customise Lead Qualification for a Seamless Experience
With this D365 Sales update, sellers can customise the lead qualification process, aligning it precisely with your organisation’s unique needs and sales criteria. Copilot’s AI-generated lead summaries provide clear insights in real time for more informed decision-making. The ability to create multiple opportunities from a single lead maximises potential and eliminates redundant data entry.
Sellers can now focus on high-value activities and collaborate seamlessly by assigning opportunities to team members. This streamlined process not only saves valuable time but also ensures a more strategic, targeted approach to lead conversion, driving greater sales efficiency and success.
Master Deal Management with SalesChat’s Conversational AI
Microsoft introduces SalesChat—a conversational AI assistant that simplifies deal management by providing instant insights across meeting transcripts, emails, and CRM data. Integrated with Teams, SalesChat allows you to ask sales-specific questions in natural language, helping you quickly identify top opportunities, action items, and buyer sentiments.
This intelligent tool enhances productivity and decision-making, helping sales professionals stay on top of deals with ease. Consider SalesChat your personal AI assistant that is always by your side streamlining sales workflows and driving efficiency with precision.
Stay Ahead with Monthly Feature Updates in Sales Hub
With the Dynamics 365 Sales 2024 release wave 2, the Sales Hub app now receives monthly updates. This shift from the semiannual update cycle ensures that users gain access to the latest features, enhancements, and workflow improvements as soon as they become available.
This change is a strategic move toward staying at the forefront of innovation, allowing sales teams to continuously refine their processes and leverage cutting-edge capabilities. Organisations can still opt for the semiannual channel if preferred, but the monthly updates (at no extra cost) offer a competitive edge by delivering timely improvements that drive efficiency and adaptability in an ever-evolving market.
For further details, check this monthly channel release notes for model-driven apps and release channels for your model-driven apps.
Need Help Implementing Dynamics 365 Sales 2024 Release Wave 2 Updates?
The Microsoft 2024 Release Wave 2 for Dynamics 365 Sales introduces AI-driven features to boost sales efficiency and customer engagement. Navigating these updates can be complex, but Dogma’s Dynamics 365 Sales experts are here to help. Let us unlock the full potential of these enhancements, ensuring you maximise their impact for your business success.
