Plan and prepare for Dynamics 365 Sales in 2024 release wave 2

Overview

Dynamics 365 Sales is a market-leading sales application that helps businesses manage their sales processes, improve customer engagement, and drive revenue growth.

In 2024 release wave 2, we focus on the following capabilities:

• Natural language copilot experiences that allow sellers to summarize information across multiple entities and find the most impactful work.
• A new full screen Copilot Home page that provides curated insights and actions specific to the role of the user, seller, or sales manager.
• AI-powered insights that help sellers find high-quality leads.
• Insights that empower sales managers with information about their sales pipeline.

Updates to Dynamics 365 Sales 2024 release wave 2

Investment areas

Administration and extension experiences
The administration and extension experiences within Dynamics 365 Sales are powerful features that give sales teams the ability to tailor and enhance the application's functionality to meet their business needs. Administrators shape the application's behavior by configuring settings, managing security roles, and integrating with external services. They make sure the application fits their organization's requirements.

Extensibility experiences provide a versatile toolkit for sales operations teams and administrators. With this toolkit, they can customize out-of-the-box capabilities and build custom solutions. These capabilities include creating plug-ins, workflows, and web resources. Users can extend the out-of-the-box capabilities of the Dynamics 365 Sales solution. This level of customization not only improves the application's adaptability but also offers ways to address unique business challenges. It ensures a more tailored and efficient experience for all users.

Copilot and AI innovation
Sellers spend a lot of time managing complex customer relationships, and many sales teams struggle to scale seller experiences. Seller productivity in terms of time management and efficiency is key to success. Copilot is an AI assistant that helps sales teams be more productive and efficient in their daily work. It has a chat interface that sellers can use to get a quick summary of their opportunity and lead records, catch up on updates, prepare for meetings, and read the latest news about their accounts.

Sales engagement and execution
Sales engagement and execution encompass defining and implementing sales strategies while actively engaging with customers to drive conversions. Sales execution involves the practical implementation of a sales plan, including prospecting, pitching, negotiating, and closing deals to achieve revenue targets. Sales engagement focuses on fostering meaningful interactions and building relationships with prospects and customers throughout the sales cycle. Capabilities in this category help sellers build sales strategies or effectively carry them out.

Seller experiences
Seller experiences focus on features and tools that cater to the unique needs and challenges sellers face in their daily work. These seller-centric solutions empower sales professionals to efficiently manage customer data, monitor deal progress, facilitate team collaboration, engage with customers, enhance sales conversations, and deliver timely value to speed up deal closures.

These offerings streamline and simplify the day-to-day tasks of sellers, so they can work more efficiently and effectively. By using these capabilities, sellers navigate their professional responsibilities more seamlessly and find ways to optimize their time and resources. This approach boosts productivity and leads to more successful deal closures.

To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Dynamics 365 Sales below:

For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.

Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.

Get the most out of Sales