What’s happening in Spring 2024 with Dynamics 365 Sales and Power Platform
New features in detail – Dynamics 365 Sales
Elevate your sales pitch using Copilot email assistance
- General Availability Date: Apr 2024
- Description: This feature introduces an AI assistant, named Copilot, that offers email writing help. By selecting a predefined category or entering your own text, Copilot suggests content using specific prompts and actions, speeding up the process of composing emails. Sellers can adjust the tone and length of the message to better connect with their customers.
Use Copilot to get answers from your sales documents
- General Availability Date: Apr 2024
- Description: With this feature, you can quickly find answers to queries by chatting with Copilot in Dynamics 365 Sales. It fetches and summarises sales information from SharePoint. This boosts productivity by providing streamlined access to critical info, enhancing decision-making and customer interactions.
Maximise sales success with AI-suggested past successful deals
- General Availability Date: Apr 2024
- Description: This tool uses AI to suggest opportunities based on past successes. It considers factors like industry, products, account, and geography to enhance sales effectiveness and revenue growth. It’s all about tapping into collective intelligence to make informed decisions and boost win rates.
Get a 360-degree view of your account with AI-generated account summary
- General Availability Date: Jun 2024
- Description: AI-generated account summaries consolidate key customer data in one place. It includes buying behavior, associated opportunities, leads, marketing campaigns, and the latest news. This feature streamlines research and engagement processes, making it easier to personalise interactions.
Get real-time insights with Copilot on the home page
- General Availability Date: Apr 2024
- Description: This feature places Copilot on your homepage, providing real-time insights and natural language chat functionality. It helps you manage sales activities more efficiently, facilitate insightful customer conversations, and ultimately, drive sales success with minimal effort.
Summarise lengthy emails using Copilot in Dynamics 365 Sales
- General Availability Date: Apr 2024
- Description: Copilot can summarise lengthy email threads, enabling teams to grasp key points quickly for swift decision-making. This feature is perfect for reviewing emails over 1,000 characters, making communication within the organisation more efficient.
Boost your sales with product content recommendations
- General Availability Date: Apr 2024
- Description: This enables personalised content recommendations to be presented at the right time during sales interactions. As an admin, you can configure knowledge sources, and sellers can access product-specific content directly from SharePoint, improving preparations and customer connections.
Plan and perform assigned tasks with preview of sequence steps
- General Availability Date: Apr 2024
- Description: This feature lets you preview all sequence steps associated with a record, both for single and multiple sequences. It ensures a seamless user experience, allowing for effective planning and execution of tasks. This expansion adds flexibility by allowing your team to work on a record simultaneously.
Improve customer engagement with sequence preview
- General Availability Date: Apr 2024
- Description: With sequence preview, you get an overview of sequence steps, including the total number, days spent, and time required for completion. This aids in team coordination on shared accounts or opportunities, enabling members to know who completed different steps and who’s up next.
Guide sellers to work simultaneously using multiple sequences
- General Availability Date: Apr 2024
- Description: This enhancement allows different sequences to be assigned to various sellers for the same record simultaneously. It fosters team collaboration and strategy implementation on accounts or opportunities, improving the chances of winning deals by coordinating efforts effectively.
Notify sellers and sales managers after assignment rule execution
- General Availability Date: Aug 2024
- Description: This feature sends notifications post-assignment rule execution, highlighting failures in seller assignments. It ensures sales managers or admins are promptly informed to take necessary actions, improving the automation effectiveness and ensuring no delays in the sales process.
Assign leads, opportunities to sellers based on individual capacity
- General Availability Date: Sep 2024
- Description: It allows for assigning leads and opportunities based on sellers’ capacity. This feature helps implement sales strategy effectively by ensuring sellers work on high-priority leads according to their capacity, thereby maximising productivity and optimising sales outcomes.
Experience the new look with a refreshed styling
- General Availability Date: Apr 2024
- Description: Dynamics 365 Sales introduces a refreshed look with better styling, fluent-based controls, and a more visually appealing interface. This auto-enabled update aims to increase user engagement and productivity through a more intuitive and consistent experience across the platform.
Analyse opportunities better by grouping them and aggregating their values
- General Availability Date: Apr 2024
- Description: This feature enhances opportunity pipeline management by allowing dynamic grouping based on various factors and aggregating numeric values. Sellers can efficiently segment their pipeline, prioritise better and gain insights into the financial potential of opportunities.
Customise lead qualification process for a seamless experience
- General Availability Date: Apr 2024
- Description: Streamline lead qualification by customising the process to fit your organisation’s needs. It saves time, enhances decision-making with Copilot lead summaries, and fosters collaboration by allowing assignments among team members, making the qualification process more effective.
Microsoft Copilot for Sales
Highlight sales information such as budget and stakeholders in customer interactions
- General Availability Date: Apr 2024
- Description: This tool enriches meeting and email summaries by highlighting critical details like budgets, stakeholders, customer needs, and timelines. It suggests soliciting the customer for any missing information, thus streamlining the process by ensuring all vital details are captured and easily accessible.
Highlight buying intent and provide relevant next steps
- General Availability Date: Apr 2024
- Description: Email and meeting summaries will now offer insights into customer buying intentions and suggest relevant next steps. This integration helps you respond promptly with tailored information or product details, improving sales efficiency and customer satisfaction.
Suggest updates to CRM opportunity
- General Availability Date: May 2024
- Description: AI detects relevant updates to CRM opportunity records from emails or meetings and suggests changes, including stage, close date, and revenue estimations. This ensures CRM data accuracy, streamlining the opportunity management process.
Detect customer asks and suggest responses
- General Availability Date: Jun 2024
- Description: This feature uses AI to identify customer asks from emails and conversations, suggesting responses based on CRM and SharePoint data. It aims to bridge gaps between customer expectations and documented information, enhancing sales and service interactions.
Highlight customer issues and provide relevant next steps
- General Availability Date: Jun 2024
- Description: Automatically detects issues raised by customers, and suggests action items based on CRM and SharePoint analyses. This proactive approach improves customer satisfaction, trust, and long-term loyalty by swiftly addressing and resolving concerns.
Highlight key insights about the situation of the deal
- General Availability Date: Sep 2024
- Description: Offers critical insights on the deal’s situation and suggests information to present to customers. By providing targeted guidance on addressing customer concerns, it enhances the likelihood of deal closure and sales success.
Generate profiles of key stakeholders
- General Availability Date: Sep 2024
- Description: Creates concise profiles of key stakeholders in customer activities using public and CRM data, facilitating personalised interactions and stronger relationships, which contributes to higher conversion rates and customer satisfaction.
Extract customer information to understand deal context
- General Availability Date: Jul 2024
- Description: Provides a deep understanding of the customer’s situation by utilising CRM data for company analysis. This aids in tailoring sales strategies effectively, leading to better decision making and improved sales performance.
Analyse aggregated sales activities
- General Availability Date: Apr 2024
- Description: Offers analysis on customer conversations and email data, empowering sales managers to optimise processes, coach team members, and manage pipelines effectively. It supports data-driven decisions, enhancing customer relationships and revenue growth.
Integrate Copilot for Sales with Copilot in Microsoft Word
- General Availability Date: Apr 2024
- Description: Seamlessly integrates sales insights into meeting preparation documents in Microsoft Word, including sections for stakeholders, opportunity summaries, and action items, streamlining pre-meeting efforts and enhancing engagements.
Integrate Copilot for Sales with Outlook email drafts
- General Availability Date: Apr 2024
- Description: Enhances Copilot in Outlook by suggesting dynamic, context-aware replies based on CRM data and sales situations, improving email communication and sales efficiency.
Integrate Copilot for Sales with Outlook email summaries
- General Availability Date: Apr 2024
- Description: Enriches email summaries within Outlook with critical sales insights and the ability to save information directly to CRM, streamlining the sales process and decision making.
Integrate Copilot for Sales with Copilot in Microsoft Teams chat experience
- General Availability Date: Apr 2024
- Description: Deeply integrated into Teams, this feature facilitates access to opportunity summaries and competitor information through prompts, enhancing meeting productivity and enabling effective competition handling.
Integrate Copilot for Sales with Teams meeting summaries
- General Availability Date: Apr 2024
- Description: Integrates into Teams meeting recaps, including action items, sales conversational KPIs, and sentiments, streamlining task management and providing valuable meeting insights for strategic planning.
Collaborate with sales teams using AI-powered planner tasks
- General Availability Date: Apr 2024
- Description: Automates task creation from Teams chats, enhancing task management and team collaboration. The Copilot for Sales bot identifies potential tasks, suggesting creation to ensure no critical action items are missed.
Collaborate with the sales team from Microsoft Teams group chats
- General Availability Date: Jun 2024
- Description: Enables sharing of CRM information and sales insights directly within Teams group chats, promoting effective team collaboration by ensuring all members have access to necessary sales data for joint efforts.
Take a look at all the details about the new features on Microsoft’s release site