Microsoft Dynamics 365 Sales – August, July, & June 2023 release notes.

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What’s New in Dynamics 365 Sales

Digest all of the latest on Microsoft Dynamics 365 Sales from 1Rivet

In the fast-paced world of business and sales, staying ahead of the curve is crucial. For users of Microsoft Dynamics 365 Sales, staying informed about the latest updates and features is paramount. Whether you’re a sales professional or a business owner, these enhancements can greatly impact your workflow and efficiency. In this article, we’ll take you through the exciting changes and additions in Microsoft Dynamics 365 Sales that were released in August, July, and June 2023.

August 2023 Release 

Feature: Copilot Email Summary

The August 2023 release introduces the highly anticipated Copilot Email Summary feature. Now, you can harness the power of AI to streamline your email communications. Copilot summarizes email conversations into concise and easily understandable summaries, which you can then effortlessly copy as notes to relevant records. This feature is a game-changer for those who handle a high volume of emails, helping you save time and maintain better records.

July 2023 Release 

In the July 2023 release, Microsoft Dynamics 365 Sales brings you an array of powerful features under the Copilot umbrella:

Feature: Opportunity Summary

With AI-generated opportunity summaries, you can quickly gain a comprehensive view of opportunities without sifting through the entire opportunity history. This is a valuable tool for sales professionals who need to catch up on updates efficiently.

Feature: Lead Summary

Copilot now provides AI-generated lead summaries enriched with data from CRM, Bing News, and LinkedIn. This feature empowers you to stay updated on lead progress without the need to delve into the lead’s history.

Feature: Meeting Preparation Notes

Prepare more effectively for customer meetings with AI-generated preparation notes. Copilot helps you avoid the hassle of searching through multiple sources for up-to-date information before each meeting.

Feature: Contextual News

Stay informed with the latest news about an account or company contextually within Microsoft Dynamics 365 Sales. This feature ensures that you have real-time information at your fingertips.

Feature: Email Compose and Reply

Copilot takes the hassle out of email composition by generating email drafts based on your input, recent emails, and related information. This feature is a significant time-saver for sales professionals who frequently send emails.

Feature: Email Follow-Ups

Let Copilot identify action items from your incoming emails and suggest follow-ups for those emails that haven’t received a reply yet. This ensures that nothing slips through the cracks in your email correspondence.

Sales Engagement: Support for Custom SMS Channel

Microsoft Dynamics 365 Sales now offers support for custom SMS channels, allowing you to bring in your preferred SMS provider to enhance your communication capabilities.

Sales Engagement: Support for SMS from the Activities Pane

Starting SMS conversations is now as easy as other communication channels. You can initiate SMS conversations directly from the Activities page and Timeline, simplifying your workflow and ensuring seamless communication with your clients.

Sales Execution: Modern and Refreshed User Experience

The user experience in Microsoft Dynamics 365 Sales receives a modern and refreshed overhaul. Expect a more intuitive, effective, and visually appealing UI that makes navigating and using the platform a breeze.

June 2023 Release 

The June 2023 release of Microsoft Dynamics 365 Sales focuses on enhancing sales engagement and optimizing segments and assignment rules:

Sales Engagement: Sequence Preview

Gain a comprehensive overview of sequence activities and improve collaboration with team members. This feature streamlines your workflow by providing clarity on sequence activities.

Sales Engagement: Segments

The runtime experience of segments is optimized with the introduction of a condition limit. You can now have a maximum of 10 conditions in a segment at any given time, making segment management more efficient.

Sales Engagement: Assignment Rules

To enhance the runtime experience of assignment rules and ensure faster execution, condition limits are introduced for the “Select eligible entity” and “Seller with matching attributes” options. A limit of 10 and 5 maximum conditions applies, respectively.

With these features, the June 2023 release brings improved functionality and efficiency to your sales process.

The best way to take advantage of the latest features is to take advantage of the unique methodology from 1Rivet, Direct-to-Deployment. Our D2D methodology is based on the best practices of Success by Design from the Microsoft FastTrack program with a little twist. We deliver near-instant value by turning on licenses and features at the front end of the project allowing our clients to realize benefits and test features even before completion of the analysis. This hyper-agile process is proven by clients and developed by our Microsoft veterans.

To keep up with the latest Microsoft Dynamics 365 Sales updates and releases, be sure to stay in touch with the Business Applications Group at 1Rivet. Whether you’re looking to streamline your email communications, improve lead management, or enjoy a modernized user interface, these releases offer a host of benefits for sales professionals and businesses alike. Stay ahead in the world of sales with Microsoft Dynamics 365 Sales’ latest innovations powered by 1Rivet.