Continuous further development for even greater efficiency
A new release wave for Dynamics 365 and Power Platform is coming up again. This release cycle also contains some interesting new features.
Expert assessment of Microsoft Dynamics 365 and Power Platform Release Wave
Our Microsoft Dynamics and Power Platform expert, Daniel Sevinc, has taken a closer look at the release wave and summarized the most interesting new features.
Innovations for Dynamics 365 Sales
Task management – plan and execute assigned tasks with preview of sequence steps
The “Next” widget improves the sales process by allowing sales reps to follow the steps of a sequence workflow in entity forms. It supports multiple sequences for teamwork and ensures a consistent user experience by previewing all assigned sequence steps. This facilitates the planning and execution of tasks and ensures uniform handling of manual activities.
You can find detailed information here.
Notification management – notifying salespeople and sales managers after the assignment rule has been executed
Unassigned leads or sales opportunities can delay the sales process and lead to losses. Sales managers and administrators use notifications to quickly resolve assignment errors and increase automation effectiveness. These notifications provide sellers with immediate information about new assignments, allowing them to prioritize their work. The settings allow you to customize the notifications for successful assignments and the reporting of assignment errors.
You can find detailed information here.
Assignment of leads & sales opportunities
Sales managers can optimize work on priority leads by adjusting salespeople’s capacity limits to business needs. This feature enables the automatic assignment of the most important leads while limiting the number of low-priority leads per salesperson to maximize their productivity. Administrators or sales managers can define capacity profiles, apply capacity limits, configure allocation rules and keep track of unallocated leads to act accordingly.
You can find detailed information here.
Innovations for Dynamics 365 Customer Service
Multiple case creation – Create multiple cases from emails sent to multiple mailboxes
By creating requests for emails in all enabled mailboxes, agents get a complete overview and can respond directly to customer issues. This practice avoids response delays, improves case processing time and prevents breaches of service level agreements. Emails lead to separate cases for each mailbox, with the ability for agents to respond independently via the case timeline. Replies to emails are linked to the corresponding requests, whereby new requests are created for additionally integrated mailboxes.
You can find detailed information here.
Enhanced attachment handling – more options for e-mail attachments
The enhanced email attachments feature makes it easier for agents to add attachments via drag & drop, increases productivity and avoids forgetting attachments by reminding them when they are mentioned in the email body or subject. It allows you to easily copy and paste attachments between emails, manage attachments in bulk, view attachment sizes, switch between views and export attachment details. It also supports attaching files before saving an email to optimize the handling of attachments.
You can find detailed information here.
Copilot – Get relevant results with filter function for Copilot
By using the filter function for Copilot in Dynamics 365 Customer Service, customer service employees receive relevant and precise results based on knowledge articles and customer information. This optimizes agent productivity and improves customer satisfaction by saving time.
You can find detailed information here.
Innovations for Power Apps
Copilot – Easy use of Copilot in Canvas apps
Copilot is activated by default in Canvas apps that are connected to Microsoft Dataverse and does not require any special configuration. This function helps users to better understand their data by being able to respond directly to questions such as which employee has the highest sales or stock levels. Microsoft is expanding Copilot to more apps and users to simplify access to data-driven insights.
You can find detailed information here.
New look & feel – Enjoy the new look of model-controlled apps
Model-driven Power Apps now offer a default enabled, updated user interface that follows the Microsoft Fluent Design System to help developers create engaging user experiences. The new design includes improved fonts, colors, borders and shadows, making it easier to use and helping users achieve their goals efficiently.
You can find detailed information here.
Lots of new things – we are happy to help!
The latest Wave release brings many great innovations to the world of Dynamics 365 and Power Apps. At Online Consulting AG, we are proud to be very familiar with these developments and look forward to sharing our expertise with you. Ifyou would like to discuss specific use cases for your Dynamics solutions, our expert Daniel Sevinc will be happy to help and advise you.
