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Dynamics 365 Sales 2024 Release Wave 2

 

Key Highlights and Innovations in Dynamics 365 Sales 2024 Release Wave 2

Introduction

The 2024 Release Wave 2 for Dynamics 365 Sales 2024 Release Wave 2ntroduces groundbreaking updates designed to enhance sales efficiency, improve customer engagement, and drive revenue growth. With advanced AI-powered tools and intuitive features, Dynamics 365 Sales solidifies its position as a market-leading sales application for modern businesses.

This blog provides an overview of the key capabilities introduced in this release and how they empower sales teams to achieve more.

Top Features in Dynamics 365 Sales 2024 Release Wave 2

  1. Natural Language Copilot for Enhanced Efficiency
  • Sellers can summarise information across multiple entities using natural language capabilities, enabling them to prioritise high-impact tasks.
  • The new “full-screen Copilot Home” provides role-specific insights and actions tailored to sellers and sales managers.
  1. AI-Driven Lead Scoring
  • Leverage AI-powered insights to identify and focus on high-quality leads, improving the efficiency of sales efforts and boosting conversion rates.
  1. Advanced Sales Pipeline Insights for Managers
  • Empower sales managers with real-time analytics and actionable insights to better understand pipeline health, track team performance, and optimise sales strategies.

Investment Areas: Enhancing Sales Experiences

Administration and Extensibility

Dynamics 365 Sales equips administrators with robust tools to configure and extend the application. Key highlights include:

  • Customisation Options: Create bespoke solutions using plugins, workflows, and web resources to address unique business needs.
  • Seamless Integration: Align Dynamics 365 Sales with external services and applications for a unified operational ecosystem.
  • Enhanced Security: Manage security roles and permissions to ensure compliance with organisational standards.

This adaptability ensures that businesses can tailor the application to their specific workflows, driving efficiency and scalability.

Copilot and AI-Powered Innovation

Copilot revolutionises the sales process by acting as a virtual assistant, enhancing seller productivity through:

  • Instant Summaries: Quickly catch up on opportunity and lead records.
  • Preparation Tools: Get meeting-ready insights and stay updated with account-specific news.
  • Time Management: Prioritise tasks with AI-powered suggestions.

With Copilot, sales teams can focus on what truly matters – building stronger customer relationships and closing deals.

Seller-Centric Solutions

The latest updates prioritise seller experiences by streamlining daily workflows. Key features include:

  • Centralised tools for managing customer data and monitoring deal progress.
  • Enhanced collaboration to improve team communication and align sales strategies.
  • Tools to enrich customer interactions, enabling more effective conversations and faster deal closures.

These features ensure that sellers can spend more time engaging with customers and less time on administrative tasks, leading to better results.

Why Choose Dynamics 365 Sales?

Dynamics 365 Sales continues to set the standard for sales automation and CRM solutions. The 2024 Release Wave 2 updates are designed to:

  • Improve team productivity with AI-powered tools.
  • Provide deeper insights for sales managers.
  • Offer unparalleled customisation for businesses across industries.

 

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Sales below:

Check out the release plan

For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged “Users, automatically” in the release plan.

Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged “Users by admins, makers, or analysts” in the release plan.

Get the most out of Sales

Helpful links Description
Release plan View all capabilities included in the release.
Licensing Improve your understanding of how to license Sales.
Product documentation Find documentation for Sales.
User community Engage with Sales experts and peers in the community.
Upcoming events Find and register for in-person and online events.
Product trials Get started with Sales.

 

 

Conclusion
With its latest innovations, Dynamics 365 Sales 2024 Release Wave 2 empowers organisations to modernise their sales processes, improve customer experiences, and achieve higher revenue growth. Whether you’re a seller aiming for efficiency or a sales manager striving for better pipeline management, these updates deliver impactful solutions tailored to your needs.

To learn more about how Dynamics 365 Sales can transform your sales strategy, contact Simply Dynamics today.

 

Next Steps…

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