User Review
( votes)Over the past couple months Microsoft has been slowly releasing the latest features for Dynamics 365 Sales as part of the 2024 Wave 1 Release. With an emphasis on increasing productivity workflows and better understanding customer needs, these new capabilities are sure to help sellers better connect with prospects and accelerate deals at every stage in the pipeline.
Learning about each new capability can be a bit overwhelming, so we’ve decided to do the grunt work ourselves and share our results with you. We’ve put together a webinar highlighting the new features we think would be most beneficial to your sales team along with a live demo explaining how it works. Here’s a quick preview of the capabilities we’ve covered:
WATCH THE FULL DYNAMICS 365 SALES WAVE 1 RELEASE WEBINAR
Quickly generate a record summary
If you’ve ever used Dynamics 365 Sales in the past, then you’re more than aware of how time-consuming trying to get an in-depth view of a record status can be. Previously, you’d have to go through all record data fields and all the information stored in the timeline to get whatever details you needed. And, if there was a lot of record activity it would take additional effort to sift through all of it. Now, thanks to this new feature and some help from Copilot, there’s a more efficient way to find relevant record information. In just a few seconds, you can access high level overviews of any record and provide tailored communication to prospects and access lead info more efficiently while sales managers can stay up to date on what their team is working on.
Get greater visibility into sequence activities
From qualifying leads to closing deals, sequences activities guide salespeople over the course of a sale. With more visibility into scheduled sequence activities, sales teams can plan more strategic communication with prospects and avoid making too many excessive touchpoints during the sales journey. In our webinar demo, you’ll see how easy it is to get more oversight into past and upcoming sequence activities by simply connecting your sequences to a record.
Searching records on SharePoint with Copilot
As a one-stop shop for storing and organizing content, SharePoint is a highly valuable Microsoft application. However, if you have a lot of documentation or a vast library of resources, finding what you need can be like finding a needle in a haystack. With this new capability Copilot can search through documents and other information on SharePoint to quickly get the answers you need. Now sellers can access documentation without leaving the sale environment – and we’ll show you how it’s done.
WATCH THE FULL DYNAMICS 365 SALES WAVE 1 RELEASE WEBINAR
Our webinar provides a more detailed walkthrough of each new capability, including a demo of how it works and how you can set them up. You’ll see firsthand how effortless it is for your team to reap the benefits of these newly released features.
There are plenty of additional updates currently being released and more to come throughout the year. If you’re interested in implementing these new features in your organization or would like to learn more about which Dynamics 365 products and services would be beneficial to your team, we’d be more than happy to help. Get in touch today!
The post Streamline User Workflows with New Capabilities for Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.
