Mastering Sales with Microsoft Dynamics 365: Exploring the Latest 10 Features in Microsoft Dynamics 365

Microsoft has announced the Wave Release 1 2022 features for Microsoft Dynamics 365 Sales. This update has brought a host of powerful enhancements, consisting seamless integration with Outlook, the convenience of updating records directly from Teams messages, improved lead conversion rates, and introduction to the new tool – Sales Accelerator. We will break down all features’ capabilities in this blog that are designed to enhance your sales experience.

1. Game-changer Feature – Sales Accelerator

An innovative addition to Microsoft Dynamics 365 Sales is Sales Accelerator. It empowers the sales team to effortlessly engage with customers across various channels within a unified workspace. This feature comes pre-enabled for all Enterprise and Premium Sales users. Further, sales operations or admin teams have the flexibility to disable Sales Accelerator selectively for specific set of users or groups, offering customizable control over its usage.

2. Tailor Your Prioritized Worklist with Advanced Filtering Options

Be in charge of your worklist prioritization with the advanced filtering in Microsoft Dynamics 365 Sales. With this feature, users can customize and fine-tune the worklist based on specific criteria that has the most relevance to the organization’s criteria. The advanced filtering offers flexibility to construct a personalized worklist that align with your unique needs such as focusing on urgent tasks, high-value leads, or certain customer segment.

3. Boost Success Rates with High-Quality Leads

As per the Wave Release 1, 2022, this AI-enabled feature will be useful to eliminate the junk data. It could be leads with incorrect email addresses or without any contact details. Once the leads are classified and filtered, users can foster better leads. With the sales and process automation, users are able to review and merge duplicate records, generate notifications about plausible duplicates while entering the new lead data, and execute duplication detection on several leads in a single operation.

4. Enhance Lead Quality and Seller Productivity for Optimal Results

With this latest sales and process automation feature, seller can enhance their productivity with high-quality leads which are filtered by an automated process equipped with cutting-edge AI technology. Take the advantage of its detection mechanism competencies that detects duplication, recognizes false or invalid leads, and enables automation actions.

5. Prevent Double-Booking with Seamless Outlook Integration

Eliminate the hassle of double-booking and enhance scheduling efficiency by enabling Outlook integration in Microsoft Dynamics 365 for Sales. Make seamless synchronization between your sales activities and your Outlook calendar with Outlook integration on the new sales accelerator screen itself, ensuring that you have a clear view of your schedule at all times. The system captures out-of-the-office signals when creating activities, aiding efficient task management for the team. By setting up this feature for sellers with an Exchange license, Microsoft Dynamics 365 Sales intelligently sequences tasks based on the seller’s calendar and optimizes seller availability for lead and opportunity assignments. Avoid conflicts, stay organized, and effectively manage your time and appointments with this powerful feature.

6. Manage Business Data within Teams Chats

Microsoft Dynamics 365 Sales has unveiled additional functionality for Teams in the Wave Release 1 2022. New feature of preview information card has been added which lets users manage enterprise data directly from within a Teams chat. Improve chat response rates and productivity by having quick access to relevant information. Additionally, users can share records as live information cards with inline actions. Statuses and opportunity scores can be conveniently edited by recipients, within the Teams message.

7. Seamlessly Connect Teams Meetings with Microsoft Dynamics 365 Sales Records

Users can now associate Teams meetings with Microsoft Dynamics 365 records using the latest feature of Microsoft Dynamics 365 Sales. Directly from the Teams interface, users can access and update records. With this feature, users can:

• Initiate Teams meetings straight from Microsoft Dynamics 365 Sales for seamless scheduling and collaboration.
• Assurance of comprehensive view of meeting interactions within the corresponding records by linking meetings to specific records.
• Option to link meetings to records from Outlook via the Microsoft Dynamics 365 app. It offers flexibility in associating meetings with relevant records and facilitating efficient data management.

8. Access and Update Microsoft Dynamics 365 Records During Teams Meetings

From September 2022, users are able to access and update their Microsoft Dynamics 365 records right from Teams meetings. Users can use this functionality both before and after meeting to manage the records proficiently. Before a meeting, users can leverage the Microsoft Dynamics 365 Sales tab to conveniently view and manage their records within the Teams interface.

During and after a meeting, users can utilize the in-meeting side panel to access and edit their Microsoft Dynamics 365 Sales records. This allows for real-time updates and ensures that any changes or new information discussed during the meeting can be easily recorded and saved within the appropriate records.

9. Tailor and Configure Teams Integration to Your Needs

Now onwards, Users of Microsoft Dynamics 365 Sales have the ability to tailor the Teams meeting integration to match their business requirements. Administrators can use Teams integration for assigning certain security roles to guarantee that the integration is accessible to the right individuals. Administrators can determine which table forms are launched from within the in-meeting side panel. In addition to this, the Power Apps form designer can be utilized to customize the in-meeting experiences for each table.

10. Update and Share Microsoft Dynamics 365 Sales Records through Teams Messages

One of the best features that is made available in Wave Release 1, 2022 is the ability to share and update records within Microsoft Dynamics 365 for Sales straight from a Microsoft Teams message. Users can now search information from Microsoft Dynamics 365, share among the team members through Teams, and perform tasks from conversation itself. Sending of record summaries as interactive cards within Teams chats/channels is possible due to this latest update. For security purposes, only users who are authorized can access the record details.

Conclusion

While utilizing these new Microsoft Dynamics 365 for Sales features, if you encounter any issues or your organization is yet to implement it, feel free to reach out to DynaTech. DynaTech consultants are equipped with the knowledge and expertise to assist your enterprise in navigating the features, addressing any implementation hurdles, and optimizing the use of Microsoft Dynamics 365 Sales. Take advantage of the support offered by DynaTech experts to unlock the full potential of Microsoft Dynamics 365 Sales for your organization.