Dynamics 365 Wave 2 2024: Top 10 Features You Need to Know

Опубликовано: 20 Февраль 2025
на канале: Lisa Crosbie

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Here are my Top 10 picks from the Wave 2 2024 release for Dynamics 365 Sales. All information is current as at 16 July 2024 - please follow the links below for updates.

00:00 - Dynamics 365 Sales Wave 2 2024 Release
01:24 - Immersive homepage https://releaseplans.microsoft.com/?a...
02:28 - Get 360-degree view with account AI-generated summary https://releaseplans.microsoft.com/?a...
03:32 - Work efficiently using AI-powered action suggestions https://releaseplans.microsoft.com/?a...
04:53 - Streamline sales process with sales document summary https://releaseplans.microsoft.com/?a...
06:19 - Manage customer objections in real time https://releaseplans.microsoft.com/?a...
07:27 - Update CRM direction from the post-meeting insights page https://releaseplans.microsoft.com/?a...
08:44 - Create opportunities from sales meeting summary https://releaseplans.microsoft.com/?a... Create follow up emails from meeting summary https://releaseplans.microsoft.com/?a...
09:29 - Monitor and alert sellers on adherence to playbook https://releaseplans.microsoft.com/?a...
10:26 - See improved contact insights in Outlook - https://releaseplans.microsoft.com/?a...
11:08 - Summarize and save notes into CRM directly from OneNote https://releaseplans.microsoft.com/?a...

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