Microsoft Dynamics 365 2024 Release Wave 1 Plan

Dynamics 365 2024 Release Wave 1

HUNDREDS of new features are coming to Microsoft Dynamics 365! Deployment for the 2024 release wave 1 begins on April 1 and runs through September. Start preparing by reviewing what you can expect in this release wave.

Dynamics 365 Sales

  • Prepopulate emails based on the content you frequently use while drafting emails,
    such as self-introduction and product details.
  • Prevent duplicate leads from entering the system either through manual creation
    or bulk import.
  • Get follow-up tasks created automatically based on information from various
    Office applications like emails, Teams messages, and Teams call transcripts, and get
    reminders to help you complete those tasks.
  • Create a customer org chart so that sellers know the roles of contacts in the
    organization and can view the relationship map.
  • Send and receive customer communication through SMS and get real-time
    notifications for incoming SMS.
  • With conversation intelligence support extended for third-party telephony
    providers, you get seamless insights irrespective of the call provider you’re using.

Example of a Copilot-generated email

Source: Microsoft

Dynamics 365 Business Central

  • Manage work orders in Field Service, invoice them in Business Central.
  • Use virtual tables to expose more Business Central data in Dataverse.
  • Archive projects.
  • Use deferral codes in purchase and sales journals.
  • Define a service invoice posting policy for various users.
  • Define default location for project or project phase.
  • Use general ledger account revaluation for more accurate financial statements.
  • Create projects that you can invoice to multiple customers.
  • Assemble to project.
  • Use new Excel layouts for 35 selected reports.
  • Use currencies when posting employee transactions.
  • Power Automate Copilot integration with Business Central.
  • Map e-documents to purchase order lines with Copilot.
  • Use drag and drop to attach multiple files.

Drag and drop file capability on prompt dialog

Source: Microsoft

Dynamics 365 Customer Service

  • Forecast case volumes daily and at 15-minute intervals.
  • Get automatic prompts from Copilot.
  • Mask sensitive data and prevent unauthorized access.
  • Convert voicemails to cases.
  • Rate call quality and provide feedback on improvements.
  • Update queue memberships for agents in real time.

Image of volume forecasting screen

Source: Microsoft

Dynamics 365 Field Service

  • Create work orders in Teams using AI.
  • Get insights for technicians from Copilot.
  • Update work orders with Copilot in new mobile experience.
  • Summarize work orders with Copilot in new mobile experience.
  • Offline sync settings for frontline workers.
  • Manage vendors with advanced contractor management.
  • Integrate financial and inventory management.
  • Optimize schedule board navigation patterns.

Home page with list of bookings in the new mobile user experience.

Source: Microsoft

Our team at Opal Business Solutions, a Microsoft Solutions Partner, can help your business navigate these new Dynamics 365 features. Reach out to us to learn how we can enhance and customize your Dynamics experience!

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