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We need to talk about......D365 Release Wave 2 2021......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 2021 release wave 2 describes the new features being released from October 2021 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 or download the document as a PDF file.

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,


To further enable sellers to be productive from wherever they are, Microsoft has added updates so you can access and update Dynamics 365 records from inside Teams chats and channels, and also providing a new integrated experience inside Microsoft Teams to access critical information about your leads and opportunities right from inside your Teams meetings. Teams chat within Dynamics 365 will also be available, along with enhancements to add stakeholders and send automated chat notifications to Teams users.

Microsoft Teams calling within Dynamics 365

More third-party telephony support and critical business insights will be available for any type of call. Embedded Microsoft Teams collaboration and Teams message extensions and actions will be generally available and will include some enhancements to suggested contacts and the overall experience. We will be able to access sales records from within Teams' meetings and have automated notifications from Dynamics 365 to Teams. Lastly, there will be enhancements to the setup and security of the Dynamics 365 app for Teams.

More Insights!!

Account-based Who knows whom will be released in this wave. For forecasting, enhanced capabilities will be available such as sharing and viewing a specific forecast, attribute insights for driving predictive scoring model clarity, more admin controls for managing and deploying forecasts, and support for new forecast views and yearly and weekly forecasts.

Sales Accelerator

Microsoft has enhanced the lead gen and nurturing capabilities in the Sales Accelerator for better and more guided selling. In addition, they will be making updates to sequences, including LinkedIn actions and more pre-configured templates, automated lead routing, and more tailored dashboards.

Enhanced Mobile Experience

Enhancements will be made to the mobile experience, so you never miss a detail in your customer engagements, the new D365 for Sales app has been given a facelift so be prepared for customer engagements, find, interact, and create CRM information easily, and log and share information effortlessly.

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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