DEMO: The new Microsoft Dynamics 365 Release Wave 1 in 2024 is here! And with lots of AI enhancements in it!

Dynamics 365 Sales introduces powerful enhancements, particularly in its Copilot for Sales feature:

• Smart Suggestions: It offers updates on sales opportunities and detects customer requests from emails, providing helpful responses.
• Stakeholder Insights: Generates profiles of key stakeholders based on various data sources.
• Meeting and Email Summaries: Highlights crucial points from interactions and suggests next steps.

In addition, the Copilot Sales Homepage acts as a hub for AI-driven insights, including real-time updates, follow-up tasks, meeting notifications, pipeline management, account news, and interactive chat. Moreover, users can leverage Copilot for Sales directly within Outlook, crafting emails using CRM data and tailored to specific sales contexts. 

Dynamics 365 Customer Insights offers streamlined new features to enhance customer engagement:

• Real-Time Segments: Automatically updates customer segments based on defined criteria, ensuring timely interaction at every stage of their journey.
• Real-Time Web Tracking: Instantly captures customer interactions on your website, providing valuable insights into their behavior.
• Integration with Third-Party Web Forms: Seamlessly incorporates form submissions from external sources into Customer Insights, facilitating lead generation and contact management.
• Double Opt-In: Maintains a high-quality subscriber base by requiring users to confirm their subscription, reducing spam complaints and enhancing sender reputation.
• Send Scheduling: Optimizes message delivery by scheduling them to be sent during specific time periods or days of the week, maximizing their impact and customer response rates. 

Dynamics 365 Customer Service introduces advanced features for efficient support management:

• Case Volume Forecasting: Predicts case volumes in 15-minute intervals for daily, weekly, and monthly forecasts up to six months ahead. Channels and queues can be allocated accordingly, with automatic detection of seasonal trends.
• Improved Attachment Experience: Enhances attachment handling, allowing agents to drag and drop attachments into emails, receive reminders for missing attachments, and copy attachments between emails seamlessly.
• Overflow Handling: Establishes clear waiting time limits for work items before marking them for overflow. Defines contingency plans, such as transferring items to other queues, for cases exceeding the time limit, ensuring timely resolution. 

You won't regret keeping up with the latest innovations in Dynamics 365 and taking advantage of these features!