We are so excited to partner with the best in the CRM business because their releases help you too! The most recent release for Microsoft Dynamics 365 is currently rolling out, and below are important dates and links to review. Microsoft releases new features in "waves" during the update timeframe. 

Key Dates

Milestone	Date	Description
Release plans available	January 25, 2024	Public disclosure of 2024 Release Wave 1 plans.
Early access available	January 30, 2024	Early access public preview available to new features and capabilities before they are enabled automatically.
General availability	April 1, 2024	General availability for 2024 Release Wave 1 begins.

 

Copilot and AI Innovation

Despite the recent AI and Microsoft bundle enhancements, they have not been incorporated into Engage due to our commitment to stringent quality, compliance, and reporting standards. Meanwhile, Copilot, an AI assistant, is improving the productivity and efficiency of sales teams, helping them manage complex customer relationships and scale experiences through a chat interface for quick access to opportunities, leads, updates, meeting preparations, and account-related news.

 

Boost your sales with product content recommendations

Sales professionals frequently face challenges in accessing the right product information quickly. With the personalized content recommendation feature, you're presented with the right document at the right time, significantly enhancing meeting preparations, saving time, and fostering deeper customer connections. The seamless integration of content recommendations directly within the workflow ensures that you remain focused, enabling you to maximize the value of each interaction.

 

Feature Details

As an admin, you can:

• Configure any knowledge source to retrieve product-specific content.

As a user, you can:

• Get contextual content recommendations based on the products included in the opportunity, from sources like SharePoint.

• Leverage the Copilot prompts for easy retrieval of product-specific content.

 

Improve productivity by using Copilot in Dynamics 365

Copilot in Dynamics 365 Sales is an AI assistant for users who want to leverage insights and streamlined workflows to effectively manage their sales activities, nurture customer relationships, and achieve sales success. With this feature, users can use Copilot to make use of the sales skills available for improving their productivity.

 

Feature Details

You can instruct Copilot to:

• Summarize lead and opportunities records.

• List recent changes to lead and opportunity records.

• Prepare you for a meeting.

• Provide email assistance.

• Get the latest news about a client.

For more information, see Copilot overview.

Administrators will have the option to disable it through the settings page.

 

Maximize sales success with AI-suggested past successful deals

As a user, you can leverage the knowledge gained from past successful deals. This functionality offers suggestions for comparable opportunities, streamlining the decision-making process and boosting the chances of swift deal completions. By employing AI suggestions, you can refine your strategic approach, increase efficiency, and elevate your success ratios.

 

Feature Details

As a seller, you can:

• View AI-driven opportunity suggestions based on industry, product, account, and geography.

• Leverage past successful deals to enhance sales effectiveness and revenue growth.

 

Use Copilot to get answers from your sales documents

It’s an AI-powered tool that can help you find precise answers and insights quickly. This innovative CRM feature significantly boosts your productivity and knowledge retention. By harnessing the power of AI, you can get quick answers based on the information and documents stored in SharePoint by simply chatting with Copilot in Dynamics 365 Sales. This feature enables quicker decision-making, reduces response times, and enhances customer interactions. With streamlined access to critical information, you can engage clients more effectively, leading to increased sales, improved customer satisfaction, and ultimately, higher revenue generation for your business. 

 

Feature Details

As an admin, you can configure the sources that you want Copilot to use for fetching and summarizing the sales information. As a seller, you can access relevant sales information from SharePoint through the Copilot chat interface in Dynamics 365 Sales.

 

Available for Public Preview May 2024

Know your account better with AI-generated account summary

In the fast-paced world of sales, users often work on multiple accounts simultaneously. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, users can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, and the latest news about an account through the power of AI.

Users no longer need to spend excessive time sifting through scattered information or manually compiling account details. They can now quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted manner.

 

Feature Details

With these enhancements, users can:

• Get an overview of the account and quickly understand the key information.

• View a summary of associated opportunities.

• View a summary of associated leads.

• Learn the latest news about an account.