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Dynamics 365 Wave 2 2023: Top 10 Features You Need to Know!

10.7K views· 117 likes· 10:41· Jul 24, 2023

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In this video I take you through my Top 10 feature highlights from the Wave 2 2023 Release for Dynamics 365 Sales, Marketing, Customer Service. Links to feature release notes are below - all information is current at the time of recording, July 22, 2023. Please check the links for updates to these features. Personalize customer experiences using calculated metrics from Customer Insights https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/marketing/dynamics365-marketing/personalize-customer-experiences-using-calculated-metrics-customer-insights Qualify leads and route to sales when buying is likely https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/marketing/dynamics365-marketing/expand-sales-pipeline-qualifying-leads-routing-sales-when-theyre-most-likely-buy Align sales and marketing teams, accelerate your pipeline using integrated analytics dashboards https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/marketing/dynamics365-marketing/align-sales-marketing-teams-accelerate-pipeline-using-integrated-analytics-dashboards Support for Leads (Viva Sales / Sales Copilot( https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/viva-sales/support-lead-entity AI Generated summaries - Account, Lead, Opportunity https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/know-account-better-ai-generated-account-summary https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/stay-top-lead-ai-generated-lead-summary https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/stay-top-deals-ai-generated-opportunity-summaries Gear up for your meetings using AI generated preparation notes https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/gear-up-meetings-using-ai-generated-preparation-notes Elevate your customer engagements with AI recommended content https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/elevate-customer-engagements-ai-recommended-content Follow up on emails using recommended actions https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/follow-up-emails-using-recommended-actions Accelerate sales with AI generated proposals https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/sales/dynamics365-sales/accelerate-sales-ai-generated-proposals Summarise conversations with Copilot https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave2/service/dynamics365-customer-service/summarize-conversations-copilot

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