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

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/?app=Sales&planID=06d092e8-b442-ef11-8409-000d3a8a6bea 02:28 - Get 360-degree view with account AI-generated summary https://releaseplans.microsoft.com/?app=Sales&planID=ff98e112-28ba-ee11-a569-00224827e905 03:32 - Work efficiently using AI-powered action suggestions https://releaseplans.microsoft.com/?app=Sales&planID=08d092e8-b442-ef11-8409-000d3a8a6bea 04:53 - Streamline sales process with sales document summary https://releaseplans.microsoft.com/?app=Sales&planID=f2927c8a-cffc-ee11-a1fe-6045bdec599f 06:19 - Manage customer objections in real time https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=d4cf92e8-b442-ef11-8409-000d3a8a6bea 07:27 - Update CRM direction from the post-meeting insights page https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=b62b1b19-9a29-ef11-840b-6045bda8d525 08:44 - Create opportunities from sales meeting summary https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=d3719ae2-b442-ef11-8409-000d3a8a6bea Create follow up emails from meeting summary https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=d1719ae2-b442-ef11-8409-000d3a8a6bea 09:29 - Monitor and alert sellers on adherence to playbook https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=d8cf92e8-b442-ef11-8409-000d3a8a6bea 10:26 - See improved contact insights in Outlook - https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=decf92e8-b442-ef11-8409-000d3a8a6bea 11:08 - Summarize and save notes into CRM directly from OneNote https://releaseplans.microsoft.com/?app=Microsoft+Copilot+for+Sales&planID=dbcf92e8-b442-ef11-8409-000d3a8a6bea ---------------------------------------------------- Connect with me: ☕ Buy me a coffee: https://www.buymeacoffee.com/lisacrosbie 🦉 Learn more about AI: https://aka.ms/learnwithlisa 🖇 LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: https://www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): https://twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps https://www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/