What’s Coming To Dynamics 365 in 2023?

The time has come: Microsoft announced the 2023 release wave 1 plan! In simpler terms, we now know what new updates and features are coming to Microsoft Dynamics 365 between April and September 2023. This release contains HUNDREDS of new features to help you transform your business. The entire plan itself is 441 pages long. If you don’t feel like reading that, keep scrolling to see our summarized version of what’s to come in Dynamics 365!

Dynamics 365 Marketing

  • Prioritize the best leads and empower sellers with the new lead-scoring builder
  • Measure marketing activity, web traffic, and conversion goals using automatic UTM tagging
  • Boost your productivity with enhanced journey reminders
  • Easily reference a copy of previously sent emails in the interaction timeline
  • Use interaction data to improve targeting in redesigned segmentation builder

Dynamics 365 Sales

  • Improve forecast accuracy with yearly and weekly forecasts
  • Engage with your customers using SMS conversation
  • Improve sales processes using A B testing in sequences
  • Automate creation of follow-up tasks
  • Improve lead qualification with intent detection
  • Leverage manager dashboards to coach sellers

Dynamics 365 Customer Service

  • Integrate and search external knowledge sourced
  • Accelerate time to resolution with AI-suggested replies
  • Forecast case volumes daily and at 15-minute intervals
  • Enable customers to keep queue spot, get callbacks
  • Customize the visualization of omnichannel real-time analytics dashboards

Dynamics 365 Field Service

  • Get info quickly with Field Service Mobile app enhancements
  • Manage work order costs using the not-to-exceed function
  • Remove user option to switch to legacy schedule board

Dynamics 365 Finance and Operations

  • Determine posting of disposal transaction
  • Accounts payable fully automated with invoice capture

Dynamics 365 Business Central

  • Use Power Automate to post adaptive card or link to Business Central record
  • Use different general ledger accounts for payables, receivables
  • Review general ledger accounts faster
  • Undo transfer shipments
  • Improved compiler resource handling and faster code analyzers
  • Easily find and install Payroll apps from within Business Central
  • Configure security controls for Teams cards
  • Drag and drop files onto the file upload dialog
  • Get more productivity out of an optimized Action Bar on all app pages

As you can see from this small overview of new features, 2023 is going to be a huge year for Dynamics 365. If you’re not using this suite yet, please reach out and schedule a demonstration! Our certified experts at Opal Business Solutions will show you the basics of D365 and how it can benefit your business. If you’re already a Dynamics 365 user and looking to switch providers, we’d be happy to work with you! Learn more below.

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