2024 Release Wave 2 Highlights: Dynamics 365 Sales

AI Continues to Help Sales Reps and Sales Managers Work More Efficiently

Artificial intelligence impacts the way just about everybody works, and this holds especially true in the sales realm. With the 2024 release wave 2 plan for Dynamics 365 Sales, Microsoft continues to prove its ability to deliver cutting-edge AI capabilities.

Between October 2024 and March 2025, you can expect to see a steady stream of enhancements focused on AI-powered Microsoft Copilot AI technologies:

· Natural language interactive experiences allow sales teams to summarize information across multiple prospects and customers to find the most impactful work.

· A new Copilot home page provides curated insights and actions specific to the role of each user—sales rep, sales manager, support staff, and executives.

· AI-powered insights help sales find high-quality leads and provide sales managers with insights about sales pipelines.

These Copilot AI features streamline the process for sales teams to manage complex customer relationships. This will allow sales reps to scale the number of accounts they can take on and improve their productivity in terms of time management and efficiency.

As an example, the Copilot AI assistant includes a chat interface that provides a quick summary of opportunities, lead records, and account updates. Armed with this information, sales reps can better prepare for customer meetings.

Improved User Experiences

Microsoft realizes how critical it is to provide an enjoyable user experience for customers to get the most out of Dynamics 365 solutions. That’s why the new features in the 2024 Release Wave 2 Dynamics 365 Sales cater to the unique needs and challenges faced by sales reps when managing day-to-day tasks.

These user-centric features empower sales professionals to efficiently manage customer data, monitor deal progress, facilitate team collaboration, engage with customers, enhance sales conversations, and deliver timely value to expedite deal closures. By leveraging these capabilities, sales reps not only navigate their professional responsibilities more seamlessly, but also discover avenues to optimize their time and resources. This ultimately results in increased productivity and a greater number of deal closures.

Dynamics 365 Sales 2024 Release Wave 2 Key New Functions

·   Elevate sales pitches using email assistance.

·   Work efficiently with the Copilot sales overview page and action suggestions.

·   Leverage manager dashboards to coach sales reps.

·   Streamline sales process with sales document summaries.

·   Gain 360-degree views into account summaries.

·   Analyze opportunities with grouping and aggregating.

·   Customize lead qualification to streamline the process.

Easier System Administration

System administrators will also appreciate the new capabilities of Dynamics 365 Sales 2024 Release Wave 2.

For example, extension experiences empower administrators to tailor the application’s functionality to meet the needs of the sales team. Administrators can change the application’s behavior by configuring settings, overseeing security roles, and integrating Dynamics 365 Sales with external services.

This extensibility offers a versatile toolkit, enabling administrators to customize out-of-the-box capabilities and craft custom solutions. These capabilities encompass the creation of plugins, workflows, and web resources. This level of customization also enhances the application’s adaptability and provides the means to address unique business challenges—ensuring a more tailored and efficient experience for all users.

Which Features Make Sense for Your Business?

With Microsoft constantly rolling out new features, it can be a challenge to know which ones can most help your business. To navigate all the 2024 Release Wave 2 enhancements, Velosio is here to help.

We are among the largest and most recognized Microsoft Dynamics partners, with thousands of active customers. Many years as a recognized leader in ERP, CRM, cloud productivity, and business intelligence solutions have repeatedly landed us in the top 1% of Microsoft Dynamics Partners worldwide.

We will be glad to advise you on when each Dynamics 365 Sales enhancement will be available, which enhancements make sense for your environment, and how to sync them with the sales functions you already rely on. Contact us today to learn more.

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