Dynamics 365 Sales 2024 Release Wave 2 Updates

Heidi Neuhauser August 8, 2024 Video

In this video, UG Expert Heidi Neuhauser shares two updates to D365 Sales that came out in the 2024 Release Wave 2 notes.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Key Takeaways

  • Customizing lead qualification: This feature, generally available in October, offers a few different experiences. In an administrator role, users have more control over configuring the lead qualification process to make sure that leads are thoroughly evaluated. Additionally, Copilot can be enabled to generate the lead qualification summary. Finally, users can configure the creation of multiple opportunities for a single lead.
  • Seller role: On the flip side, as a seller, users can assign newly generated opportunities to other sellers, view the AI-generated lead qualification summary after the lead is qualified, and choose the creation of multiple opportunities from a single lead.
  • Analyze opportunities: The second new update is analyzing opportunities with grouping and aggregating. The pipeline view is being updated to give added functionality to your specific sales strategy. This includes grouping opportunities by account, name, seller, name, the close date, or the close month. Finally, users will be able to aggregate numeric values like estimated value and actual revenue within the editable grid. This feature will be generally available in October.
For more “for user, by user” Dynamics 365 CE/CRM innovation, education, and training content, join us at Community Summit North America 2024!
Categories: Dynamics CE / CRM UG, User Group Communities
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