Are you a sales professional eager to learn about the latest updates in Microsoft 2024 release wave 1 for Dynamics 365 Sales? Look no further! In this blog, we’ll walk you through the most exciting features coming your way in this year’s first release updates for Microsoft Dynamics 365 Sales. Whether you’re looking to increase productivity, accelerate sales success, or streamline sales workflows, this update has something for everyone. Keep reading to discover more!
Copilot-driven answers from SharePoint documents to save time and effort
General Availability Apr 2024
Tired of drowning in sales documents while searching for quick answers to customer queries on chats or in emails? Now you can just ask Copilot in Dynamics 365 Sales to swiftly retrieve information from your SharePoint documents, saving time and boosting client engagement. You can also configure Copilot to fetch and summarise sales data, empowering faster decision-making and improving customer interactions.
AI-generated account summary for holistic view of accounts
General Availability Apr 2024
Juggling multiple accounts just got easier for your sales team. They can now access a consolidated summary of essential customer data, from buying behaviour and opportunities to marketing campaigns and latest account updates, all powered by AI. That way, they can spend less time looking for information and more time closing deals.
All you have to do is enable Copilot and Account Summary in any Dynamics 365 Sales, and your team can get a 360-degree view of each account. This helps them prioritise their work effectively and personalise customer interactions.
Guide sellers to simultaneously manage multiple sequences for improved collaboration
General Availability Apr 2024
With this update from Microsoft 2024 Release Wave 1 for Dynamics 365 Sales, sellers can now coordinate seamlessly on deals. You can assign multiple sequences to different team members simultaneously, fostering collaboration and enhancing deal-winning capabilities. Sales managers can also oversee multiple sequences on a single record, empowering efficient operations. This allows you to benefit from improved visibility into team activities, facilitating better decision-making and elevating your sales process with enhanced collaboration and streamlined operations.
For example, assign one sequence to an account executive and another sequence to a solution architect while they both work on a target account simultaneously. Sales team members can attach a sequence to a record even if they are not the owner of that record and can easily view details of any sequence.
Assign leads based on seller capacity for optimised resource utilisation
General Availability Sep 2024
Here’s another feature update to help you boost sales effortlessly by empowering your sales team with efficient lead allocation capability. It can help them automatically assign top-priority leads, optimising sales strategy and maximising seller productivity. You can now define capacity profiles, apply limits, and customise assignment rules. Additionally, it’s also easy to monitor unassigned leads and ensure optimal resource utilisation, elevating sales performance and streamlining operations.
What’s Next?
As a Dynamics 365 Sales user, you’re likely excited about leveraging the latest Microsoft 2024 first release updates to the fullest. But if you’re new to D365 Sales, you might be curious about how to maximise this innovative sales solution. Don’t worry, because Dogma’s experts are here to help! As your trusted advisors, we’ll guide you through the D365 Sales deployment process and identify the features that align best with your business requirements.
