Revolutionizing Sales and Customer Service: Key Updates from the 2024 Microsoft Dynamics Release Wave 2

Time is money, and the new release features are designed to help you earn and save even more. Watch the video to explore new functionalities that streamline processes, enhance productivity, and offer deeper insights into your customer interactions.

Key highlights:

AI-Powered Opportunity Management

Sales teams can now benefit from AI-driven opportunity management tools that prioritize leads based on predictive analytics. This functionality offers clear insights into why certain opportunities are recommended, enabling sales professionals to focus on prospects with the highest potential.

Enhanced Email Assistance

The integration of Copilot within Dynamics 365 revolutionizes email composition. Users can draft emails effortlessly, leveraging AI to generate content that resonates with recipients, thereby enhancing communication efficiency.

Accelerated Deal Closure

AI-generated insights from email communications help sales teams monitor key interactions and follow-ups. This proactive approach ensures that important communications are tracked, facilitating faster deal closures and improved client relationships.

Time Tracking for Cases

For customer service operations, the new release introduces automatic time tracking for case management. This feature allows for precise billing and comprehensive reporting by capturing the time spent on each case, whether logged automatically or manually.

Proactive Prompts and Insights

Customer service agents receive contextual prompts and notifications, guiding them through processes and highlighting critical actions. These AI-driven insights streamline workflows and enhance service delivery.

To see these enhancements in action and understand how they can transform your business, take a look at our YouTube video. This in-depth walkthrough demonstrates the key functionalities and their impact on sales and customer service operations.

Stay ahead in the competitive landscape by embracing these cutting-edge tools designed to transform your business operations.

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What is Dynamics 365 Customer Engagement?

Dynamics 365 Customer Engagement is a term often used to describe an entire customer relationship management solution that helps companies improve their sales, marketing, customer service and field service efforts. In Dynamics 365 solutions, these areas are typically modular, allowing you to choose all four or just some, based on your current needs.

Dynamics 365 Sales continues to be the market-leading sales tool, empowering organizations to sell more by understanding their customers and the way they prefer to buy—powered by data, intelligence, and experiences that people love!

Dynamics 365 Customer Service can transform contact centers by providing intelligent omnichannel routing across various channels, with integrated first-party voice and chat solutions, and much more.