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

Overview

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

In 2024 release wave 2, we're focused 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.
• Helping sellers find high-quality leads using AI-powered insights.
• Empowering sales managers with insights 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 empower sales teams to tailor and elevate the application's functionality to meet their business needs. Administrators play a pivotal role in shaping the application's behavior by configuring settings, overseeing security roles, and seamlessly integrating with external services, ensuring that the application aligns with their organizational requirements.

Extensibility experiences offer a versatile toolkit for sales operations teams and administrators, enabling them to customize out-of-the-box capabilities and craft custom solutions. These capabilities encompass the creation of plugins, workflows, and web resources, allowing users to extend the out-of-the-box capabilities of the Dynamics 365 Sales solution. This level of customization not only enhances the application's adaptability but also provides the means to address unique business challenges, ensuring 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.

Seller experiences
Seller experiences focus on features and tools that are meticulously designed to cater to the unique needs and challenges faced by sellers in their daily lives. 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 expedite deal closures.

The primary objective of these offerings is to streamline and simplify the day-to-day tasks of sellers, enabling them to operate with heightened efficiency and effectiveness. By leveraging these capabilities, sellers can not only navigate their professional responsibilities more seamlessly but also discover avenues to optimize their time and resources, ultimately resulting in increased productivity and a greater number of 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