Explore the Top Features from the 2024 Wave 2 Release for Dynamics 365 Sales

Dynamics 365 Sales has introduced a slew of new capabilities and updates designed to make selling smarter, faster, and more personalized. But with so many updates, it can be time-consuming to understand which ones will truly make a difference for your business. That’s why we’ve done the legwork for you. In our latest webinar, we highlight the enhancements we believe will have the biggest impact on your sales team and show you how they can help convert more prospects into real opportunities.

Watch the full Dynamics 365 Sales 2024 Wave 2 Release Webinar

Here are the Dynamics 365 Sales features you’ll learn about in this webinar:

Using Copilot to generate opportunity summaries

Trying to understand the full context of a sales opportunity used to mean wasting time digging through multiple data fields or the products tabs. With just one click, this new Copilot capability lets you instantly generate a detailed summary of an opportunity, giving you access to info such as recent deals, customer pain points, product details, and even competitor insights. Your sales reps and manager will save a heap of time using this capability, allowing them to focus on more important things like nurturing more valuable leads and opportunities.

Customizing your lead qualification process

This latest feature gives sellers more control over the lead qualification process than ever before. Instead of the previous automatic creation of a single opportunity, contact, and account, salespeople can now decide which records to create when qualifying a lead. Additionally, the ability to create multiple opportunities from a single lead is particularly useful for leads interested in products from different departments. With this flexibility, your sales team can tailor record creation to support diverse sales strategies, and we’ll show you how to set it up.

Tracking real-time email engagement insights

Imagine having the ability to monitor how contacts interact with your emails. The new email engagement tracking feature makes it possible, so you’ll be able to track contact interactions such as open rate and replies. Equipped with these insights, your sales team can better understand how contacts engage with email communication, enabling them to create more personalized touch points and build stronger connections.

Ready to see these features in action? Check out the full webinar to discover how you and your team can take advantage of the latest updates in Dynamics 365 Sales.

Watch the full Dynamics 365 Sales 2024 Wave 2 Release Webinar

If you have any questions or want to learn more about how Dynamics 365 can help your business, let us know and we’d be happy to answer any and all of your questions.

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