Dynamics 365 Wave 2 2024: Top 10 Features You Need to Know
Lisa Crosbie
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This channel is all about making AI at work accessible to everyone. I break down these technologies into practical, easy to follow fun tutorials. Here you will find short and long form tutorials and free courses on Copilot Studio, Microsoft Copilot, Power Apps, and other Microsoft technologies, as well as tutorials on how to use AI at work. You'll also find feature updates here every time there is a major event or new announcement from Microsoft, to help you keep up with what's ahead, and what's important and why. I am a five-time Microsoft Most Valuable Professional (MVP) and Microsoft Certified Trainer, with more than a decade of experience consulting with organizations and training business users to get the most out of Microsoft applications at work. Thanks for watching!
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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/?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/
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