There were two waves released for Dynamics 365 in 2024: Wave 1 and Wave 2. This blog focuses on updates that relate to Dynamics 365 Sales 2024 Wave 1.

The Dynamics 365 2024 Release Wave 1 focused on providing salespeople with timely information, expediting opportunity close rates with actional insights, increasing productivity and empowering businesses through open configurability and expanded AI leadership.

You can find more information in the following blogs:

Revenue intelligence

Define and manage your top line like a pro with revenue intelligence.

Allow sellers to track performance with out-of-box forecasting

  • Get instant access to the out-of-the-box forecast without waiting for your administrator to configure one.
  • Get immediate access to crucial sales insights.
  • Stay informed about your performance and make timely adjustments to your sales strategies with real-time updates.
  • Track your performance against targets and objectives and achieve continuous improvement and goal attainment.

For more detailed information, visit Microsoft: Allow sellers to track performance with out-of-box forecasting

Sales engagement and execution

Sales execution includes tools and processes that help sellers engage with a prospective customer from the early stage of awareness to closing a sale.

Plan and perform assigned tasks with preview of sequence steps

  • Get a preview of all sequence steps for both single and multiple sequences associated with a record.
  • Have a consistent experience to associate and execute manual activities for single and multiple sequences.

For more detailed information, visit Microsoft: Plan and perform assigned tasks with preview of sequence steps

Improve customer engagement with sequence preview

  • Get an overview of the sequence that shows the total number of steps, the number of days spent, the time required for completion, and other details.
  • Find which team members completed different steps and who would work on future actions.
  • View steps and activities that are completed or upcoming.
  • View completion and due dates of sequence steps.

For more detailed information, visit Microsoft: Improve customer engagement with sequence preview

Guide salespeople to work simultaneously using multiple sequences

  • View team members who are also using sequence on a record.
  • Attach additional sequences to a record that already has sequences attached.
  • View details of a sequence and find a list of completed and upcoming activities.

For more detailed information, visit Microsoft: Guide salespeople to work simultaneously using multiple sequences

Salespeople experiences

Enable salespeople (Note: Microsoft documentation refers to them as sellers) to manage their pipeline, prioritise and guide sales activities, and optimise engagements with seamlessly integrated productivity experiences.

Experience the new look with a refreshed styling

  • New styling with drop shadows and brighter background colours for a more visually appealing and elevated appearance.
  • Field controls such as text input, action input, lookup, and checkbox controls built and designed using fluent components for a more modern look and feel.
  • New fluent-based controls in forms, business process flows, and dialogs for a modern and consistent experience across the platform.
  • Command bar with consistent spacing, rounded corners, and elevation for a more intuitive and familiar experience.
  • Refreshed headers, tabs, sections, and business process flows in the form pages for easier navigation and improved user experience.

For more detailed information, visit Microsoft: Experience the new look with a refreshed styling

Analyse opportunities with grouping and aggregating

  • Group opportunities by account name, seller name, closing date/month, or any other relevant field.
  • Aggregate numeric values such as estimated value and actual revenue in the editable grid.

For more detailed information, visit Microsoft: Analyse opportunities with grouping and aggregating

Optimise lead entity work with focused view as default

Salespeople will be able to:

  • Use focused view as the default view for the lead entity.
  • Select multiple records.
  • Execute actions for both single and multiple records using the command bar.
  • Remember user preference while using the focused view control.

Administrators will be able to:

  • Use an admin setting to decide the entities for which focus view should be available.
  • Make the focused view as the default landing page for any out-of-the-box or custom entity.

For more detailed information, visit Microsoft: Optimise lead entity work with focused view as default

Full Details of 2024 Releases

For more information, please refer to Microsoft’s Release Documentation:

Dynamics 365 2024 Release Wave 1

Dynamics 365 2024 Release Wave 2

What other applications are updated as part of Dynamics 365 Releases?

Dynamics 365 Releases usually contain hundreds of new features across Dynamics 365 applications, including:

  • Sales
  • Customer Service
  • Field Service
  • Finance
  • Supply Chain Management
  • Project Operations
  • Finance and operations cross-app capabilities
  • Human Resources
  • Commerce
  • Business Central
  • Customer Insights – Data
  • Customer Insights – Journeys
  • Copilot for Sales, Service and Finance

 

We hope you found this article interesting and informative. For more ideas on how to streamline, automate and digitally transform your business (thereby saving you time and money):
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Caroline Robertson Project & Planning Manager
Caroline has lived in the CRM and technology world from her very first job! From Sales Executive to CRM Consultant, Project Manager to Marketing Team Leader, she loves ticking things off a list so has a reputation for "getting things done". Outside work, she is a dedicated mother and rescue pup parent as well as caring for her siblings and parents.
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