Explore the Latest and Upcoming Features in Dynamics 365 Sales: What You Need to Know

Upcoming Features in D365 Sales

· By · Tagged as: Dynamics 365

In our latest blog, we delve into the significant updates and upcoming features in Dynamics 365 Sales that could transform your sales operations. As part of our commitment to keeping you informed, we highlight the latest innovations, including both newly available features and those on the horizon. From AI-driven enhancements that offer deeper insights into account management and lead qualification, to advanced tools for optimizing email communication and pipeline analysis, this comprehensive overview is designed to ensure you are fully equipped to leverage these developments.

At CRM Knowledge, our mission is to ensure you fully capitalise on your investment in Dynamics 365 Sales. We understand that keeping up with the latest features and enhancements can significantly boost your sales processes and overall performance. That’s why we’re committed to keeping you informed about the newest capabilities that can transform your CRM experience.

In this blog, we’ll guide you through the latest updates and features in Dynamics 365 Sales. Whether these features are already available, currently in public preview, or scheduled for release in the coming months, our goal is to ensure you’re equipped with the knowledge to utilise these innovations effectively. From advanced AI-driven insights to streamlined sales processes, these updates are designed to enhance your productivity, improve decision-making, and ultimately drive your sales success with greater efficiency.

Early Access Features 

1. Get 360-Degree View with Account AI-Generated Summary Early Access: July 2024 | General Availability: October 2024

Staying updated on multiple accounts can be challenging when it comes to sales. The new Account Summary feature provides a consolidated view of vital customer data, including buying behaviour, associated opportunities, and the latest news about an account. This AI-powered summary saves you time by aggregating essential information, allowing you to prioritise and engage more effectively.

2. Customise Lead Qualification for a Seamless Experience Early Access: July 2024 | General Availability: October 2024

Tailor the lead qualification process to fit your organisation's unique needs with enhanced configuration options. This feature allows you to streamline lead evaluations, create multiple opportunities from a single lead, and reduce redundant data entry. With Copilot-generated lead summaries and the ability to assign opportunities to team members, this upgrade promises to optimise your sales workflow and boost productivity.

Public Preview Features 

1. Leverage Manager Dashboards to Coach Sellers Public Preview: February 2024 | General Availability: October 2024

Sales managers can now utilize the new manager insights dashboard to monitor and coach their teams more effectively. This feature offers a holistic view of sellers' performances, conversation patterns, and messaging performance. By analysing aggregated customer interactions and seller behaviours, managers can refine sales strategies and provide targeted coaching.

2. Elevate Your Sales Pitch Using Copilot Email Assistance Public Preview: June 2023 | General Availability: October 2024

Struggling with crafting effective emails? Copilot email assistance helps by generating personalised, high-quality email content tailored to each customer. Adjust the tone, length, and content of your emails to improve engagement and enhance brand reputation, all while saving valuable time.

3. Summarise Lengthy Emails Using Copilot in Dynamics 365 Sales Public Preview: August 2023 | General Availability: October 2024

Transform lengthy email threads into concise summaries with Copilot’s new feature. This tool helps you quickly understand complex discussions, improving productivity and collaboration by highlighting key points and facilitating efficient decision-making.

Upcoming Features 

1. Work Efficiently Using AI-Powered Action Suggestions Early Access: August 2024 | General Availability: October 2024

Stay on top of customer interactions with actionable insights and recommendations from Copilot. This feature helps you manage follow-ups, update records, and start new engagements efficiently, thereby reducing opportunity conversion times and keeping your sales process streamlined.

2. Analyse Opportunities with Grouping and Aggregating Early Access: August 2024 | General Availability: October 2024

Enhance your pipeline management with the ability to group and aggregate opportunities based on critical factors like account name or closing date. This upgraded view allows for better segmentation and targeting, helping you focus on high-value deals and understand the financial potential of your pipeline.

3. Stay Efficient with the Copilot Immersive Homepage Early Access: August 2024 | General Availability: October 2024

The Copilot immersive homepage offers real-time insights and natural language chat functionality, providing a comprehensive workspace for managing sales activities. Access insights, track performance, and plan your day effectively with an intuitive, wide-screen interface.

4. Streamline Sales Process with Sales Document Summary General Availability: November 2024

Automatically summarise important details from lengthy documents such as proposals and reports. This feature helps you quickly understand customer needs and preferences, saving time and improving the quality of interactions by ensuring a thorough understanding of customer requirements.

Stay tuned for these exciting updates and how they can transform your sales strategy.

For comprehensive support and to leverage these new features effectively, consider our Sales Success services. We specialise in:

 

  • Strategy Sessions: Collaborative sessions to define a customised strategy integrated with your CRM for optimised processes.
  • Lead and Enquiry Capture: Implement efficient methods for capturing leads and enquiries ensuring no opportunity is missed.
  • Managing Product and Service Model: Support on reducing unsubscribes, minimising bounces, and improving engagement with A/B testing and optimization.
  • Pipeline and Forecasting Processes: Enhance your sales pipeline and forecasting processes to improve accuracy and decision-making.
  • Quotation Process Enhancement: Streamline quotation generation processes, making it easier to respond to customer inquiries.
  • Order Management Enhancement: Optimize order management processes for seamless fulfillment and customer satisfaction.
  • Data Management and Automation: Implement best practices to maintain accurate customer and prospect data while reducing manual tasks.
  • Custom Dashboard Creation: Design customised dashboards to provide real-time insights into sales performance and key metrics.
  • Monthly Tutorials and Training: Modular sessions, available live or as recorded, empowering your team with the latest techniques.
  • Yearly Recap: An annual review summarising your performance, achievements, and setting goals for the upcoming year.

Feel free to reach out to us for support services or to learn more about how we can help you achieve sales success.

Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.