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We need to talk about......D365 Release Wave 1 2022......D365 for Sales Updates

Next in my blog series on Release Wave 2 updates for 2021 is D365 for Sales Updates.

The Microsoft Power Platform release plan for the 2022 release wave 1 describes the new features being released from March 2022 through to March 2022 for Power BI, Power Apps, Power Apps portals, Power Automate, Power Virtual Agents, and AI Builder, as well as Microsoft Power Platform, Sales, Marketing and Customer Service. You can either browse the release plan online.

In this second blog post, I am going to focus on some of the changes that form part of the release which are specific to D365 for Sales.

The main focus areas for the Dynamics 365 Sales are,

Sales Premium features accessible with a D365 Sales Enterprise licence Selected Dynamics 365 Sales Premium features will be available to customers with a Dynamics 365 Sales Enterprise licence, subject to monthly capacity limits. This includes:

  • Conversation intelligence with three hours per user / month

  • Access to the sales accelerator workspace with up to 1,500 records connected to a sales sequence per environment / month

  • Predictive scoring with up to 1,500 leads or opportunities scored per environment / month

Sales Hub preinstalled on all environments In this release wave, Microsoft will make the Sales Hub available and preinstalled in all existing and new environments. This will only be visible to users with specific security roles including system admin, system customizer, salesperson and sales manager. Forecast enhancements

  • Capability for sellers to toggle a full year, and year to-date, forecast views which support comparisons between organisational targets and actual YTD performance across multiple periods.

  • Updating quotas with inline editing and rollups.

  • Filter underlying opportunities in a forecasting using column-level filter controls.

  • The ability to monitor stagnated deals, using the number of days stuck in the current stage, and understand their impact on the predictive score.

Discover accounts and contacts from email interactions

This updated ‘who knows whom’ feature is designed to help sellers identify hidden relationships that exist within an organisation based on interactions tracked in Dynamics and Exchange Online.

This supports queries on contacts and accounts that colleagues may have interacted with over email to identify related contacts and potential connections. It will also be supported by an interaction score that reflects the engagement strength of a relationship between the contact or account and a colleague.

Capture phone contacts and recent calls

Enabling data to be more easily captured, this feature will provide a one-click process to add phone contacts to Dynamics 365 Sales and log calls from recent mobile phone calls.

Log information using mobile phone camera

This will provide an improved experience to capture business cards and scan handwritten notes using a phone camera to extract digitised text into Dynamics 365 Sales.

Outlook deep-link integration

In this release, Microsoft is improving the Dynamics 365 Sales mobile app to provide deep-link integration with Outlook and make it context-aware. This will include support for email templates when composing emails and auto-filling relevant information from the Dynamics mobile app in Outlook emails.

Hope you all enjoyed this post on the Release Wave 2 plans for 2021 for D365 for Sales. I will continue this series with some additional content specifically related to Marketing and Customer Service. Take Care, Speak Soon!

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