Unveiling Dynamics 365 Sales: What’s in Store for Australian Businesses?
It’s that exciting time of the year!
Microsoft’s Wave Release 1 2022 for Dynamics 365 Sales brings game-changing features from April to September. Anticipate improved Outlook integration, enhanced lead quality, Teams messaging updates, and the all-new Sales Accelerator.
Discover the top ten features shaping sales this year.
Key Features for Australian Businesses:
Engage Seamlessly with Sales Accelerator:
The brand-new Sales Accelerator transforms customer engagement, offering a unified workspace for multiple channels. A default for Enterprise and Premium Sales users, this feature empowers Australian sellers to connect effortlessly.
Efficient Outlook Integration:
Enable Outlook integration on the new sales accelerator screen, avoiding double-booking with out-of-office signals. Sequencing tasks based on the seller’s calendar enhances lead and opportunity assignments, ensuring streamlined availability.
Enhanced Lead Quality and Seller Productivity:
From May 2022, leverage AI-driven automation for better lead quality and seller productivity. Detect duplicates, and false leads, and automate actions, enhancing the efficiency of sales and process automation.
Customized Prioritized Worklists:
Advanced filtering allows personalized worklists, extending filters based on custom and standard fields. Sales engagement managers can embed filters, providing more advanced parameters for Australian users.
Higher Success Rates with Quality Leads:
AI-based models filter junk data, nurturing higher-quality leads. Sales and process automation streamline duplicate record reviews, run detection on multiple leads, and provide notifications about potential duplicates.
Update D365 Records from Teams Messages:
Launching in August 2022, update Dynamics 365 Sales records directly from Microsoft Teams messages. Share information, execute tasks, and edit records securely, enhancing collaboration for Enterprise subscribers.
Business Data Management from Teams Chats:
From August, manage enterprise data within Teams chats using live information cards. Increase productivity and chat response rates by sharing records with in-line actions, editing details, and improving collaboration.
Access and Update Records from Teams Meetings:
In September, seamlessly access and update Dynamics 365 records within Teams meetings. Manage records before and after meetings through the D365 Sales tab and in-meeting side panel.
Associate Teams Meetings to D365 Records:
Also launching in September, associate Teams meetings with Dynamics 365 records. Create, link, and manage meetings via the Dynamics 365 app for Teams or the Outlook Dynamics 365 app.
Tailor Teams Integration:
In September, customize Teams meeting integration for your business needs. Administrators can enable integration for security roles, determine launch forms, and customize in-meeting experiences with the Power Apps form designer.
Exciting changes were made for Dynamics 365 Sales from April to September. Wave Release 1 2022 promised enhanced functionality, new features, and seamless connections with sellers and customers. Have questions?
Talk to an UltraDynamix expert or get a Project Health Assessment!
