<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=259446424624044&amp;ev=PageView&amp;noscript=1">

Fullscope Blog

A real-world look at digital transformation.

Dynamics 365 Sales – 2019 Release Wave 2 Roadmap

By Chris Weilandt | November 4, 2019

Microsoft previously announced its 2019 new release wave 2 plan that will be made available over the span of October through March 2020. The improvements made in this release will ultimately help to make significant improvements in user productivity.

Take a look at the top updates to know for Dynamics’ 365 for Sales – 2019 Release Wave 2:

  • Improved lead management experiences – improvements will be made in three ways.
    • In order to better maximize productivity, lead fields will auto-populate when adding to existing contacts/accounts.
    • On qualification to an opportunity, sellers can see notes left on the lead – sellers can see notes and attachments when promoting a lead in the opportunity record after the lead is qualified.
    • Sales reps can quickly qualify leads and move to the next stage of the sales cycle. On qualification to an opportunity sellers can choose whether to create an account, contact or opportunity.

  • Contextual email communication
    • Because email is so important to the day-to-day life of sellers, Dynamics will improve upon the issues of losing all context of conversations when having to go to a full page and the multi-step process of accessing drafts and editing them later. There will be new non-blocking pop-up compose windows, users will be able to navigate between records without losing content. Sellers will also be able to keep multiple emails in draft.

  • Microsoft Teams integration enhancements
    • Users will be able to collaborate seamlessly by easily joining a Teams channel and create new Teams channels, directly from Dynamics 365.

Watch this Dynamics 365 Sales| 2019 release wave 2 overview demo here.

Top updates for Dynamics 365 Sales Insights – 2019 Release Wave 2:

  • More personalized and guided assistance.
  • Microsoft Flow and Assistant Studio – Sellers can create new insight cards that adhere to particular business process, surfaced to sellers at the right moment with Dynamics assistant.
  • Capturing more customer communications.
  • Customizing scoring to adapt to organization needs.
  • Improving seller coaching with conversation intelligence.

Watch the Dynamics 365 Sales Insights | 2019 release wave 2 overview demo here.

Take a look at the full release plan here.

To learn more about other important release notes, stay tuned for other blogs in this series:

  • Dynamics 365 Customer Service– 2019 Release Wave 2 Roadmap
  • Dynamics 365 Project Service Automation – 2019 Release Wave 2 Roadmap
  • Dynamics 365 Marketing – 2019 Release Wave 2 Roadmap
  • Dynamics 365 Field Service – 2019 Release Wave 2 Roadmap

 

About Chris Weilandt

Chris Weilandt is a Senior Solution Architect at Edgewater Fullscope. He has 9+ years of Dynamics 365 (CRM) consulting experience and has been working with Microsoft Gold Partners since Dynamics CRM version 4.0. Completing over 80 Fullscope CRM implementations, Chris has experience across various industries with emphasis on Manufacturing and Finance.

Comments

Latest Posts