Discover the key features of the Dynamics 365 Sales 2024 release wave 2

The Dynamics 365 Sales 2024 release wave 2 introduces a suite of powerful Copilot features designed to transform your sales processes and boost productivity. From immersive homepages to AI-driven summaries, these enhancements are crafted to streamline your daily tasks, improve decision-making, and ultimately drive sales success. In this blog, we will explore the top new features for Dynamics 365 Sales in the 2024 release wave 2.

The 2024 release wave 2 of Dynamics 365 introduces a new Copilot immersive homepage designed to elevate your sales performance and streamline your daily activities. By integrating real-time insights and natural language chat capabilities, this enhanced interface provides a comprehensive workspace that keeps you focused and productive. With an expanded view, you can effortlessly manage sales tasks, nurture client relationships, and drive success with greater efficiency.

Key features of the Copilot immersive homepage include:

• Suggested actions: Follow intelligent recommendations to stay ahead in your sales activities.
• Goal tracking: Access detailed information on your goals and monitor your progress.
• Opportunity highlights: Identify and prioritize key opportunities for optimal focus.
• Meeting preparation: Prepare efficiently for upcoming sales meetings with quick access to relevant information.
• Real-time insights: Gain insights across different entities and stay updated with live data.
• Wide-screen chat experience: Engage with Sales Copilot through a seamless, immersive chat interface.

The latest release includes enhancements to the opportunity pipeline view in Dynamics 365 Sales that offer a more powerful and intuitive experience for managing your sales opportunities. With these upgrades, you, the seller, are at the heart of your workflows, allowing you to gain clearer insights, gather context rapidly, and take decisive actions more effectively.

The updated pipeline view brings several key improvements:

• Dynamic grouping: Organize your opportunities based on crucial factors such as account name, seller name, or closing date/month. This dynamic grouping allows for better segmentation and targeting within your pipeline, enabling a more personalized and strategic approach to each opportunity.
• Numeric aggregation: Easily assess the total estimated revenue or actual revenue within your pipeline or specific segments. This aggregation capability provides valuable financial insights, helping you prioritize deals that have the greatest impact on your revenue goals.

The 2024 release wave 2 of Dynamics 365 Sales introduces enhanced lead qualification capabilities that allow you to customize the process to fit your organization’s specific needs and criteria. This agile configuration minimizes unnecessary interactions and accelerates lead evaluation, helping you make informed decisions quickly.

Key features for optimizing lead qualification include:

• Customizable qualification process: Configure the lead qualification steps to match your unique sales criteria and ensure thorough evaluation
• Copilot lead summaries: Benefit from clear, concise lead overviews provided by Copilot for better decision-making
• Multiple opportunity creation: Generate several opportunities from a single lead to maximize sales potential
• Improved collaboration: Assign newly created opportunities to team members to foster efficient teamwork
• Prepopulated fields: Reduce redundant data entry with prefilled fields in generated opportunities, enhancing productivity

In the 2024 release wave 2 of Dynamics 365 Sales, AI-powered suggestions through Copilot are designed to streamline your sales activities and enhance your productivity. As a seller, managing multiple conversations and sales processes requires staying informed and engaging effectively with business decision-makers. Copilot simplifies this by providing real-time recommendations and guidance, enabling you to efficiently plan and execute your daily tasks.

With this new feature, you gain access to valuable insights and action recommendations tailored to various use cases. This includes guidance for email follow-ups with active customer collaborations, actionable suggestions from concluded meetings, and recommendations to keep records updated with key changes. Additionally, Copilot offers advice on initiating engagement with newly assigned opportunities, helping you remain proactive and organized in your sales efforts.

Key benefits of AI-powered suggestions include:

• Enhanced decision-making: Improve productivity with critical information and guidance that helps you make informed choices
• Comprehensive conversation management: Stay updated on all active customer interactions with actionable insights and suggestions
• Faster conversion: Reduce the time it takes to convert opportunities and leads into successful outcomes
• Real-time updates: Seamlessly maintain the latest changes on key records to keep your information current

Crafting effective emails for customer communication can be a significant challenge for sellers. From structuring your messages to choosing the right information and tone, these difficulties can impact customer engagement, result in lost sales, and affect your brand image. Traditional templates often fall short in addressing these nuanced needs, leaving room for inconsistencies and missed opportunities.

Copilot’s email assistance addresses these challenges by leveraging advanced language models trained on extensive text data. Using natural language processing (NLP) algorithms, Copilot helps you generate personalized, high-quality emails tailored to each customer’s specific needs. This feature allows you to create clear, concise, and compelling messages that resonate with your audience, leading to improved engagement, increased sales, and a stronger brand reputation.

With Copilot, you can spend less time composing emails and more time focusing on strategic tasks. Key capabilities include:

• Predefined categories and prompts: Select from predefined categories or enter your own text, and Copilot will suggest content with specific prompts and actions.
• Adjustable tone and length: Modify the tone and length of the email to better connect with your customers.
• Customizable content: Personalize the suggested content before sending it to ensure it aligns perfectly with your communication goals.

Manager dashboards in Dynamics 365 Sales provide a powerful tool for sales leaders to enhance coaching and refine sales strategies. By analyzing aggregated customer interactions and seller behaviors, managers can assess the effectiveness of their strategies, adapt to market changes, and offer targeted coaching to their sales staff. In the 2024 release wave 2 of D365 Sales, the new manager insights dashboard for conversation intelligence enables a deeper connection with field activities and seller performance, offering valuable insights into various aspects of the sales process.

Key features of the manager insights dashboard include:

• Customer sentiment analysis: Correlate customer sentiment with keyword and competitor mentions to gauge market perception.
• Conversation style correlation: Understand how different conversation styles impact deal outcomes.
• Conversational KPIs: Track key performance indicators over time to monitor and improve conversational effectiveness.
• Holistic performance view: Gain an overview of sellers’ performances and analyze conversation patterns that lead to successful deals.
• Messaging performance: Evaluate field messaging effectiveness and customer perceptions of the competitive landscape.
• Sales-oriented filters: Utilize filters such as call time and length, seller, connected record, record status, and campaign to refine analysis and coaching efforts.

The Dynamics 365 Sales 2024 release wave 2 enhances Copilot’s AI-driven summary capabilities to streamline this management of information across various documents and accounts, saving time and boosting productivity. By automatically summarizing lengthy documents, consolidating account information, and providing concise email summaries, Copilot helps you focus on what truly matters—building relationships and closing deals.

Key features of AI-powered summaries include:

• Sales document summarization: Automatically generate summaries of documents such as proposals, reports, and agreements to quickly understand customer needs and preferences, including key details related to budget, authority, need, and timeline (BANT). Use these summaries to determine the next best action based on recent activities.
• Account AI-generated summary: Access a 360-degree view of critical customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news. This feature helps you quickly research accounts, prioritize tasks, and engage with customers in a more personalized manner.
• Email summarization: Efficiently summarize lengthy email threads into concise, understandable summaries. This feature allows you to quickly grasp key points from complex discussions, facilitating better decision-making and collaboration.

Rand Group is your dedicated Dynamics 365 Sales support partner, ready to help you unlock the full potential of the 2024 release wave 2. We specialize in highlighting the new features your organization should leverage, providing training for your users, and conducting system checks to ensure all modules perform as intended after each release. Ready to start using the new features from the 2024 release wave 2 of D365 Sales? Contact Rand Group today to schedule a consultation.