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Improvements Coming to Dynamics 365 this Autumn

Microsoft have announced updates to Dynamics 365 and Power Platform As part of their biannual release plan. This Autumn’s wave 2 release includes features which will be available between October 2021 and March 2022.

Dynamics 365

Dynamics 365 Sales

Accelerator Workspace

  • Many small features to help salespeople work more productively and choose the right leads to focus on, including  – performance dashboards, lead routing and worklist improvements. Details here
  • New sequence features in the Sales Accelerator. Sequences are lightweight workflows which determine a step-by-step process for salespeople to manage new leads and many other actions. These sequences can be templated to fit your sales processes and to help train new salespeople.
    Watch a short video on sequences https://www.youtube.com/watch?v=7TTNRp7rXMA
    More about the release

Teams Integration

  • You can now create a Teams meeting in Dynamics 365 sales, join a meeting with a single click, update sales records in a meeting, and capture notes which will sync to Dynamics.   
  • More details

Telephony

Forecasting

  • You can now share forecasts
  • Train and tweak the AI scoring model at field level
  • more

Mobile

  • Improved contact insights on mobile app
  • Improvements to data import and manual input
  • Intelligent, smoother ways to add data – scan handwritten notes, easier business card scanning and contextual suggestions.
  • More

Pipeline management

  • New deal manager workspace – see more A faster, more visual and intuitive way to manage deals and discover extra information

Relationship intelligence

  • Dynamics now searches Outlook contacts and emails to discover more contacts and intelligence about organisations.

Dynamics 365 Marketing

  • The email editor now makes AI-powered content suggestions – more
  • You can send SMS messages with Twilio or TeleSign – more
  • All customer interactions can now be visualised on the customer’s timeline in Customer Insights. This gives a complete overview of the contact’s relationship with your company in one place. – more
  • Improved webinar customer experience. Registrations in Teams are now connected to Dynamics 365 Marketing and can trigger customer journeys to send email sequences / update records etc – more
  • Trigger Power Automate flows from within customer journeys – more
  • Improved segment builder – more

Dynamics 365 Business Central

Application

Office 365 Integration

  • Better searching and linking to Business Central records in Teams – more
  • Centralized Deployment of Office add-ins – more
  • Export lists and reports to Excel – more

Developers

  • Improvements to the AL language – more
  • New coding tools

Administration

Web client

  • Faster list editing
  • Pages faster to open – more

Platform

  • Reliability and capacity improvements – more

Details about updates to other Dynamics 365 products

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