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.
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.
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.
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.
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!
