Key Innovations in Sales, Customer Service, Finance, and Supply Chain Management
The 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform, scheduled from October 2024 to March 2025, introduce new features aimed at enhancing user productivity and streamlining operations. This release leverages advanced AI and Microsoft Copilot technologies to facilitate intelligent automation, AI-powered insights, and user-friendly experiences. Here, we provide an overview of some of the key updates for Sales, Customer Service, Finance, and Supply Chain Management.
Updates in Sales
Natural Language Copilot
The new release integrates natural language capabilities into Copilot, enabling summarized insights and role-specific actions. AI-powered insights facilitate lead generation and enhance user engagement through personalized recommendations.
Copilot for Sales
Enhances generative AI capabilities tailored specifically for sellers. Features include natural language queries to CRM data and lead generation using AI-powered insights, with deeper integration into Microsoft 365.
Watch the Sales Release Wave 2 highlights video:
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Updates in Customer Service
Proactive Prompting and AI-Infused Routing
New AI-driven capabilities assist agents with proactive prompts and optimized routing, ensuring efficient customer service operations. Integrations with external data sources enable seamless information access.
Data Access and Email Enhancements
Secure plugins allow access to external data systems, and improved email functionalities streamline the customer service process.
Copilot for Service
Integrated across Outlook, Teams, Microsoft 365 Chat, and third-party CRMs, enhancing user experiences.
Watch the Customer Service Release Wave 2 highlights video:
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Updates in Finance
In-App Copilot Capabilities
Immersive, persona-based user experiences, expanded country coverage and advanced electronic invoicing capabilities enrich financial operations.
Autonomous Financial Processes
This release advances autonomous financial processes within Dynamics 365 Finance. AI-driven tools automate reconciliation processes, optimizing accuracy and efficiency in financial planning and analysis. This includes enhanced support for variance analysis and automated reporting, enabling finance teams to make informed decisions swiftly.
Watch the Finance Release Wave 2 highlights video:
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Updates in Supply Chain Management
Order-Promising Capabilities
Enhanced demand planning with external signals improves forecasting accuracy.
Traceability Copilot
Tracks products in production, compiling a comprehensive historical record of related activities.
Summary
The second release wave of 2024 for Dynamics 365 includes substantial enhancements designed to provide significant value to your enterprise. This rollout incorporates a wide range of updates across multiple Dynamics 365 modules, including Sales, Customer Service, Finance, and Supply Chain Management. Additionally, it extends to the broader Microsoft Power Platform, enhancing capabilities and supporting digital transformation. While we provide an overview of key updates here, there are many more details and enhancements that we couldn’t cover in this brief summary.
For a comprehensive overview of all new features, refer to the Dynamics 365 2024 release wave 2 plan and the Microsoft Power Platform 2024 release wave 2 plan.
If you have any questions, please do not hesitate to contact us.