In a previous blog, we discussed how modern, AI-enabled customer relationship management (CRM) platforms and enterprise resource planning (ERP) systems help drive new, more effective ways of working for employees and more satisfying outcomes for the customers they serve in three key ways: by streamlining operations, by empowering more informed and insightful decisions, and by elevating customer and employee experiences.  

In this blog post, we’re going to focus on the third item: elevating customer and employee experiences by showing how AI-enabled CRM solutions help increase productivity and provide unprecedented levels of personalized service across three key business functions: marketing, sales, and customer service. We’ll also provide insights and best practices for how to help employees get the most from AI, including how they can be empowered to create personalized experiences for their customers.  

Microsoft Dynamics 365 Sales

Grow your revenue with next-generation AI.

Learn more

Revolutionizing marketing: How AI-enabled CRM software drives personalized experiences and enhance customer engagement 

Marketing is one area where generative AI is already in active use. According to a Forrester survey of CMOs, more than half (56%) of B2C marketing or advertising decision makers have been using generative AI in three key ways:  

• To help employees minimize tedious tasks, allowing for more time to focus on strategically important work. 
• To summarize insights and enable swift action without the need to dig through data manually. 
• To boost the scale of creative output by generating starter ideas along with visuals and copy.¹

AI is particularly capable of delivering personalized experiences in marketing, where AI-enabled CRM platforms can marry customer data to messaging to create memorable moments and impact sales. One example of a company using AI-enabled CRM solutions to generate marketing content is North Carolina-based sports club NC Fusion, which used Microsoft Copilot in Dynamics 365 Customer Insights to help its marketers create personalized messaging tailored to its audience segments, increasing the reach of the brand. Using AI-enabled content ideas, descriptions, and summaries has provided significant time savings, and personalizing campaigns has been more effective with Copilot.²  

“For families, we are able to tailor the message they receive. This means a family will only receive messages that apply to their situation, and not a multitude of emails that have no application to their family situation. With AI-assisted content production, our customer engagement has increased from 10% to 30%.”  

Chris Barnhart, Head of IT and Data Systems at NC Fusion

Empowering sales teams: How AI-driven personalization can transform customer interactions and boost revenue 

Another area where personalization can impact an organization’s bottom line is sales, where making authentic connections with customers at the right time is paramount. Few organizations know this better than superyacht brokerage Northrop & Johnson, which has used AI to deliver highly personal sales experiences tailored to the wants and needs of its high-value clients. 

“In this market, we have high-wealth customers who are considering very high-value purchases, and we can’t afford any interactions that leave them feeling anything less than special.”

Keith Perfect, Director of Technoloy & Intelligence at Northrop & Johnson 

Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Insights, and Copilot provide Northrop & Johnson sales teams with comprehensive and timely data for each client, which helps them deliver personalized conversations at precisely the right time to engage. 

“Clients at this level want to know they are taken care of. And when you must make an impact in minutes, which is all you have with these busy clients, you need to be very attuned to them. Otherwise, it could cost you the sale. So, having a solution at your fingertips that connects the entire journey is huge for our sales team.” 

Daniel Ziriakus, President & Chief Operating Officer at Northrop & Johnson

Sales teams using AI-enabled CRM software also realize significant time savings as salespeople assign more tedious tasks to their AI assistants. In fact, according to new Microsoft research, 79% of Microsoft Copilot for Sales users say it reduces the amount of administrative work they have to do, 67% say it helps them spend more time with customers, and 64% say it allows them to better personalize customer engagements.³  

Transforming customer support: How AI-driven assistants enhance productivity, satisfaction, and retention 

Customer service is still another area where AI-enabled CRM platforms can make an immediate impact. According to a November 2023 study from the National Bureau of Economic Research (NBER), customer service agents using a generative AI-based conversational assistant were able to increase productivity—specifically measured by the number of issues resolved per hour—by an average of 14%. The effect was even more pronounced with novice and low-skill workers, who experienced productivity increases of 34%. Researchers also found that AI assistance improves customer sentiment and increases employee retention.⁴ 

One company using an AI-enabled CRM solution in customer service is Microsoft. We operate one of the largest customer support teams in the world and process more than 145 million contacts per year. We use Microsoft Dynamics 365 Customer Service to help utilize the full expertise of the engineers on staff and provide better resolution of customer issues across the board.⁵  

“The challenge for every support engineer is to connect with the human being on the other end of the call who has a problem that needs solving. You want to connect with them, but you also need to be able to pull in a great deal of technical information. Copilot provides us the support to offer the customer understanding while also sorting out their technical problems.” 

Ric Todd, Director of Support Strategy at Microsoft

Download The AI Advantage: Driving sales performance with next-generation tools.

Bringing AI to your organization  

For leaders looking to roll out AI solutions in their organizations, we have some encouraging news: people new to AI begin recognizing its value quickly. Recent Microsoft research shows it takes a time savings of just 11 minutes per day for most people to see its usefulness (a key factor in getting new work habits to stick). ⁶  

Encouragingly, most respondents report having saved more than 11 minutes. The most efficient among them are saving up to 30 minutes per day—the equivalent of 10 hours per month—and the average person is saving 14 minutes per day for a time savings of almost five hours per month. 

What’s more, the breakthrough moment by which respondents report seeing improvements in productivity (75%), work enjoyment (57%), work-life balance (34%), and the ability to attend fewer meetings (37%) happens within one business quarter—11 weeks.⁷  

While personal productivity gains from Copilot are real and significant, building an AI-powered organization requires committing to working in a new way. Some best practices to consider include:  

• Encourage daily use. Realizing productivity gains from AI will take intentional everyday practice. Those who start building the habit early will pull ahead. And don’t forget—11 weeks is all it takes for people to recognize the effect.  

• Help people manage their new assistants. Employees taught to treat their generative AI tools as assistants, not search engines, will get the most value. Teach team members to manage their new assistant and to recognize when to delegate a task to AI and when to apply their human intelligence, judgment, and skill. 

• Find good use of reclaimed time. Help your team take advantage of time savings to focus on the higher-order and creative tasks only people can do. Salespeople can devote more time to building relationships with customers and closing deals. Marketers can carve out time to dream up new solutions. Customer service teams can focus on solving problems, and managers across the organization can spend more time coaching and caring for their teams. 

Taking the next step forward 

Take the next step in your AI adoption journey by learning more about Copilot and other AI-powered capabilities in Microsoft Dynamics 365. Discover how to keep your organization on the cutting-edge by realizing that a new paradigm of customer engagement through AI-enabled personalization empowers both customers and employees.  

Join us at a Microsoft Dynamics 365 Virtual Training Day to gain the skills needed to help your organization sell, service, and deliver on the customer expectations of tomorrow. Register for free, in-depth training events, where you’ll uncover new efficiencies of scale, discover smarter connections, and utilize built-in intelligence for deeper insights into your business. Register now! 

Sources

1.  Leap Now, Not Later, into a Responsible Generative AI Strategy for Marketing (July 5th, 2023) 
2. Microsoft Customer Story-NC Fusion expands youth marketing outreach, taught kids leadership and life skills with Dynamics 365 Customer Insights
3. What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) 
4. Working Paper 31161; Generative AI at Work; NBER 
5. Microsoft Customer Story-Microsoft empowers support engineers to shine brighter with Dynamics 365 Customer Service 
6. AI Data Drop: The 11-by-11 Tipping Point 
7. AI Data Drop: The 11-by-11 Tipping Point 

The post Elevating experiences with AI, from productivity to personalization  appeared first on Microsoft Dynamics 365 Blog.

At Microsoft, we don’t see ourselves as a vendor. When it comes to our customers, we want to be seen as partners—and as trusted advocates. Today, we want to share a story about how Microsoft can help customers take the long view when it comes to transforming their businesses and adapting to the ever-changing needs of their industries and markets. In 2021, facing an uncertain post-pandemic economy, G&J Pepsi embarked on a transformation journey to maximize customer service, revenue, and cost savings by implementing solutions including Microsoft Dynamics 365 Field Service, Microsoft Dynamics 365 Remote Assist, Microsoft Dynamics 365 Sales, and other Microsoft technologies. Since then, it has continued to adapt and adopt solutions like Microsoft Copilot to position itself for future growth and continued success in a competitive landscape. 

Dynamics 365 Field Service

Adapt and innovate with intelligent CRM and ERP business applications.

Learn more

G&J Pepsi is always striving to innovate and provide better services for its customers. As the largest family-owned and operated independent U.S. Pepsi franchise bottler, it’s a respected leader in its industry. Supplying Pepsi and alliance products such as Starbucks, Gatorade, and Dr. Pepper to thousands of customers in Central and Southern Ohio and Eastern Kentucky, G&J Pepsi covers manufacturing, warehousing, distribution, trucking, digital print, and more. It produces, bottles, markets, sells, and distributes beverages consumed on-premises—restaurants, schools, entertainment complexes—as well as those purchased in retail outlets. 

Breaking down siloes for a better customer view 

In 2021, the company’s sales, field service, and other customer interactions were siloed. This meant that sales had no visibility into when a new customer might have its equipment installed, while field service technicians had no insights into a customer’s hours of operations, key contacts, or equipment needs. Customer information was stored in a mix of Excel spreadsheets, hand-written notes, and batch systems. In addition, employees across the service chain from sales to field service had no common platform for communicating and sharing information.  

G&J Pepsi adopted Dynamics 365 Sales and Dynamics 365 Field Service to create a customer engagement management (CEM) platform, so it could accelerate its end-to-end customer journey by unifying cross-functional support and removing barriers to customer visibility. The CEM was a game-changer, especially because it provided real-time visibility into customers that sales, field service, and leadership never had before.  

For field service operations, G&J Pepsi’s data resides in Microsoft Dataverse and is accessed through Dynamics 365 Field Service. Completing certain actions within Microsoft Dynamics 365 triggers a Microsoft Power Automate flow to kick off another process. For example, a business development representative (BDR) requesting a piece of equipment for a new customer triggers the creation of a new work order, which moves through equipment prep to scheduling a field technician for installation. Using built-in Dynamics 365 capabilities, a scheduler can assign best resources to a work order by looking across service locations instead of only selecting from a smaller subset of available technicians. Field service technicians use the Field Service mobile app’s built-in map and routing features to optimize travel time and status flags to indicate if they are on-site or traveling. Field techs can also access all the pertinent customer information in the mobile app: service tasks, customer details, product needs, and so on. And with minimal development effort using Microsoft Power Apps, G&J Pepsi extended the mobile app so that field technicians can generate service reports at the customer site and instantly email them to other departments as needed. 

Simplifying and enhancing business processes for better employee experiences 

G&J Pepsi has a digital transformation and business process team that selectively built their DevOps skills to simplify their application environment and processes using the Microsoft suite of services. In addition, they included frontline employees like service agents and field technicians through all stages of development, testing, and deployment. For example, the company’s Equipment Move Operation (EMO) process, which it performs about 10,000 times a year, had 17 manual steps—170,000 manual touchpoints annually. With Dynamics 365 and Power Automate, it automated that process, reducing a four-day event with 17 manual tasks down to a process that now takes about a minute. With these new processes, existing field technicians immediately felt more efficient and productive during customer visits, and G&J has found that it’s also attracting new talent because it provides modern tools and information flows that result in a better working environment.  

Accelerating customer response times and improving first-time fix rates 

The CEM platform based on Dynamics 365 Field Service and Dynamics 365 Sales has dramatically transformed G&J Pepsi’s operational workflow, cutting down paperwork processing from weeks to mere seconds and significantly boosting efficiency. The unified systems give salespeople, service agents, and field technicians immediate access to critical information, so they spend less time retrieving data and can focus on delivering exceptional customer service. Dynamics 365 Field Service has especially improved efficiency for onsite workers through smart scheduling and automation, and its interoperation with Pepsi’s other backend services helps it provide service agents with real-time updates and better stock management, enabling more effective customer service and streamlining operations. In addition, the interoperability of Field Service with Microsoft Teams has reduced email and simplified collaboration across the service chain, enabling service agents and field technicians to quickly locate information and subject matter experts, leading to faster resolution times. 

Adopting Field Service also helped G&J Pepsi improve mobile operations for field technicians because now they no longer need to return to the office or another physical location with dial-up to sync data with backend systems. Now, dispatchers can adjust service schedules in real time, so technicians can quickly address urgent issues, such as water leaks at major accounts. The Field Service mobile app has also enhanced efficiency by improving communication between field technicians and dispatchers and enabling them to manage tasks, like work order management and inventory control, on the fly. The Field Service mobile app also uses cellular technology to auto-update inventory as technicians use parts, avoiding manual entries and speeding up restocking processes. These changes have profoundly improved the responsiveness of field service technicians, resulting in better customer service. Overall, G&J Pepsi is experiencing better first-time fix rates, reducing the need for return visits, which in turn saves costs related to time, mileage, and fuel. It also helps G&J Pepsi achieve greater operational efficiencies and improve overall customer satisfaction by ensuring technicians have the necessary parts and information to complete jobs effectively on the very first visit. 

Benefitting from streamlined operations—and $30 million ROI over three years 

By giving salespeople, service agents, and field technicians instant access to sales history, equipment details, schedules, parts, and pricing, G&J Pepsi has streamlined operations and enhanced customer service. Before implementing its CEM platform based on Dynamics 365, the company was experiencing a $9 million yearly loss due to siloed information, outdated manual processes, and inefficient communications and collaboration. But over its three-year journey with Dynamics 365, G&J Pepsi has achieved a $30 million ROI, amounting to a total of $57 million in cost savings over the same period. In addition, simplifying processes and using technology for better data access and automation led to a 10 point increase in market share in the on-premises sector, significantly outperforming the norm of 0.5 point annual growth. And with its data residing in the Dataverse, G&J has been able to gain access to real-time insights that have transformed its operations. Overall, using Dynamics 365 and Power Automate, it has streamlined 180,000 manual steps that used to take seven to 10 days each down to 35 seconds. 

Embracing a future powered by AI through Microsoft Copilot and Microsoft Azure 

Moving forward, G&J Pepsi is excited to explore the possibilities of using Microsoft Copilot to help frontline employees address real-world challenges, like optimizing scheduling and service flows based on data analysis. It plans to employ technologists and AI experts to help drive awareness and adoption of Copilot capabilities to help transform the customer experience. Microsoft tools like Copilot, Microsoft Azure AI, and Power Automate will also play a big role in helping G&J enhance its enterprise resource planning strategy and growth by creating a digital thread through its daily business operations to help succeed daily. 

“We truly see Microsoft as an organization that is tied to the entire success of G&J Pepsi, not just the entire success of the department, but as a true collaborator, where we’re getting our voice heard on some of the challenges and opportunities that we have with the products. Not just with Copilot, but with all the platforms, from Dynamics 365 to Microsoft 365 to Azure.”

Brian Balzer, Executive Vice President of Digital Technology & Business Transformation, G&J Pepsi-Cola Bottlers. 

Read more about G&J Pepsi’s transformation here: 

• Microsoft Customer Story-Dynamics 365 quenches G&J Pepsi-Cola Bottlers’ thirst for innovation, integration, and agility 

• Microsoft Customer Story-G&J Pepsi discovers untapped potential with Dynamics 365, boosts profit by $30 million 

The post G&J Pepsi profit rises by $30 million with Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. 

The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights. 

Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities. 

Highlights from Dynamics 365 

Dynamics 365 release wave

Check out the 2024 release wave 2 Dynamics 365 and Microsoft Copilot for business features

Learn more

Microsoft Dynamics 365 Sales continues to enhance customer understanding and boost sales through data, intelligence, and user-friendly experiences. In this release, we are focused on including natural language copilot for summarizing information, creating a new full-screen Copilot Home with curated insights and role-specific actions, and using AI-powered insights to find leads. Watch this video to discover the new and enhanced features included in this release wave. 

Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching Copilot in Microsoft 365 capabilities with sales-specific workflows, data, and actions. We will focus on using AI-powered insights to create leads, deepen the integration into Copilot in Microsoft 365, and use natural language capabilities to allow sellers to ask data-related questions of their CRM. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Customer Service will continue to empower agents to work more efficiently through new copilot capabilities such as proactive prompting, ability to access data from external systems securely with plugins, email enhancements, and AI-infused routing. Watch this video to discover how the latest enhancements to Customer Service can benefit your business. 

Microsoft Copilot for Service is now generally available, bringing new capabilities to enhance user experiences. These features will be integrated across Outlook, Teams, Microsoft 365 Chat, and Copilot embedded in third-party CRMs. View this video about the features launching in this wave for Copilot for Service. 

Microsoft Dynamics 365 Contact Center will add new features for voice, messaging, Copilot, AI-infused routing, and contact center operations including out of box support for additional CRMs. Watch this video to learn about the new features releasing in Dynamics 365 Contact Center this wave. 

Microsoft Dynamics 365 Field Service enables a shift from reactive to proactive and predictive service, empowering digital transformation and innovative business models. Using Copilot, frontline workers will be able to retrieve critical information and initiate mixed-reality remote assist calls within Teams through Copilot. Managers will be able to create, update, and manage work orders effortlessly across web, Outlook, and Teams interfaces. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Finance continues its journey of leading in autonomous finance, using AI to transform common end-to-end financial processes. This release focuses on in-app copilot capabilities, immersive persona-based user experiences, expanding country coverage, electronic invoicing enhancements, business performance analytics and planning enhancements, and autonomous reconciliation capabilities. Discover how the latest enhancements to Finance can benefit your business in this video. 

Microsoft Copilot for Finance is expanding data reconciliation capabilities in Excel with assisted data sanitization and preparation routines. Extending variance analysis capabilities with support from additional data sources and enabling collaboration on findings with stakeholders will also be a focus in the upcoming wave. Additionally, the Teams integration will facilitate collections calls with suggested scripts and automated recording of action items in the financial system. Check out this video to see the exciting new features releasing in Microsoft Copilot for Finance.

Microsoft Dynamics 365 Supply Chain Management is advancing along the path of an autonomous supply chain by integrating intelligence, automation, and analytics into every facet of business procedures, thereby improving user productivity and enhancing organizational adaptability. In this update, the spotlight is on improving order-promising capabilities for manufacturers. Demand planning is upgraded to incorporate forecasting with external signals, and the inclusion of Copilot weaves insights and analyses directly into workflows, identifying trends and irregularities, while also allowing for specific data inquiries at the cell level. Additionally, Traceability Copilot keeps track of actual products in production and compiles a comprehensive historical record of related activities. Watch this video to discover the exciting features launching in this release wave. 

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, invoicing, time entry, and core transaction processing. The spotlight is on AI-assisted core functionality improvements in estimation, proposal generation, journals, approvals, and contract management, with added mobile capabilities and scale improvements to handle larger projects and invoices at an increased scale. Watch this video to learn about the new features releasing in Project Operations this wave. 

Finance and Operations cross-app capabilities will continue to invest in capabilities applying to Finance, Supply Chain Management, Microsoft Dynamics 365 Commerce, Microsoft Dynamics 365 Human Resources, and Project Operations. We are infusing copilot experiences across applications, including natural language chat, embedded AI, and intelligent process automation, and enabling extensibility for copilot scenarios. We will also bring more value and insights to finance and operations apps data and enhancements to ensure continued enterprise-grade security and compliance at scale. 

Microsoft Dynamics 365 Human Resources continues to build intelligence, develop automation and analytics around the hire-to-separate process, increase user productivity, and empower business agility. We are enhancing recruiting with AI-driven assessments and offer management, improving experiences for employees and HR business partners in benefits and performance management, and advancing analytics, insights, and planning through business performance planning and analytics capabilities. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Commerce is using the power of AI to empower retailers to streamline their operations and drive increased customer loyalty and conversions. With Copilot, retail managers, sales associates, and merchandisers will gain new AI-powered insights into customer buying patterns and preferences, recommendations for positioning and selling products, and business intelligence on store performance. Improvements to the self-checkout POS make customer checkouts more efficient, and user experience updates to Store Commerce app streamline daily tasks for faster, more efficient sales and service. Watch this video to see the new features releasing in Microsoft Dynamics 365 Commerce.

Microsoft Dynamics 365 Business Central is focused on maintaining service reliability performance and security standards. We’ll continue enhancing productivity by optimizing core processes with Copilot, expanding to cover more than 170 countries, and offering enhanced reporting with more than 80 Microsoft Power BI reports. Additionally, integration with Field Service will be expanded, along with new financial management features. We will also enhance development tools and governance, along with improved data privacy and compliance management. 

Microsoft Dynamics 365 Remote Assist will bring significant improvements to the quality of Mixed Reality (MR) annotations in Teams mobile for both iOS and Android users. The update will enhance the accuracy of MR ink on irregular and complex surfaces, making it easier for remote experts and technicians to collaborate seamlessly. Mixed Reality annotations in Teams mobile will be generally available in the next wave, along with ongoing investments in stability, performance optimization, and usability improvements across HoloLens 2 and iOS and Android applications. 

Microsoft Dynamics 365 Customer Insights—Data empowers every organization to unify and enhance customer data, leveraging it for insightful analysis and intelligent actions. This release enables you to streamline data integration by using Microsoft Dataverse and Microsoft Fabric, attach your data in OneLake to Customer Insights, accelerate time to insights with data in Data Lake format, increase control when attaching to data in Dataverse, and seamlessly generate insights from marketing. Discover how these latest enhancements can benefit your business in this video. 

Microsoft Dynamics 365 Customer Insights—Journeys brings the power of AI to redefine the workflow for marketers, enabling them to be more productive than ever before. Businesses can optimize every interaction with their customers with end-to-end journeys across departments and channels. With this release, you will have more flexibility and control when it comes to journeys, managing your web forms and tailoring Copilot to your business. Watch this video to learn about the new features releasing in this wave. 

Highlights from Microsoft Power Platform 

Microsoft Power Platform

Check out the 2024 release wave 2 Microsoft Power Platform features

Learn more

Watch this video to explore the exciting new features releasing across Microsoft Power Platform. 

Microsoft Power Apps will continue to transform app experiences with infused intelligence, enabling users to be more productive by using Copilot to work with data, get insights, and improve their apps. Makers will continue to benefit from AI-assisted development, enabling rich and complex applications to be built with monitoring, control, and unmatched governance for admins, ensuring organizations can adopt low-code and AI transformation at scale. 

Microsoft Power Pages will expedite site building for a low-code maker or pro developer to build intelligent sites that reimagine the way you interact with your employees, customers, and partners. 

Microsoft Power Automate will continue to make it easier to build flows by using natural language and multi-modal generative AI capabilities across cloud flows and desktop flows, troubleshooting runs, and managing your automation estate with an end-to-end view. This, along with improvements in process mining to jumpstart creation of automation through Microsoft 365 integration and ongoing improvements to scaling, means it’ll be easier than ever for new users to get started and scale. 

Microsoft Copilot Studio is advancing copilot capabilities and IVR support with Customer Service and will expand geographically to the United Arab Emirates and Germany. Additionally, the team is improving software lifecycle management capabilities with topic-level import/export and role-based access control (RBAC), as well as enhancing governance and administration functionalities. 

AI Builder is investing in Prompt Builder for creating and deploying GPT prompts with enterprise data to enhance flows, apps, data tables, and copilots. We are also enhancing Intelligent Document Processing with a new validation station in Power Automate, application lifestyle management (ALM) support, and pre-built AI models for translation, classification, and personally identifiable information (PII) detection. Lastly, we’ll improve AI governance through capacity management, data policies, and including AI Builder capacity in the Power Apps developer plan. 

Microsoft Dataverse is enhancing the maker experience by boosting app building productivity with Copilot, ensuring seamless connectivity to external data and knowledge sources, and integrating AI-powered Enterprise Copilot in Microsoft 365. These investments aim to streamline development and use AI for more efficient and intelligent solutions. 

Governance and administration continues to advance via tools and insights that empower Microsoft Power Platform admin to easily get their job done. This wave focuses on governing Copilot adoption and easily securing low-code assets, helping enterprises boost adoption of Microsoft Power Platform solutions in their organization while keeping their digital environment safe. 

Early access period 

Starting July 29, 2024, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2024. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2024 release wave 2 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information. 

For a complete list of new capabilities, please refer to the Dynamics 365 2024 release wave 2 plan and the Microsoft Power Platform 2024 release wave 2 plan. We also encourage you to share your feedback in the community forums for Dynamics 365 or Microsoft Power Platform. 

The post 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform now available  appeared first on Microsoft Dynamics 365 Blog.

Building a successful sales team starts with collaboration and insights. To boost performance across the sales journey, business development professionals must be empowered to engage across internal teams to better connect with customers and easily interact with data and insights. Like any organizational transformation, adapting teams to a new way of selling requires coordination between people, process, and technology—a challenging effort for any organization.

So, how does one of the largest professional services organizations in the world—with almost 400,000 people across 700 offices in 150 countries—transform and connect a sales organization that spans nearly every corner of the globe?

Microsoft Dynamics 365 Sales

Optimize your organization and transform your sales processes.

Learn more

For Ernst & Young LLP (EY), one of the largest professional services member firms worldwide, its sales transformation journey included Microsoft Dynamics 365 Sales. EY began its extensive rollout of Dynamics 365 Sales with the simple mission to deliver exceptional client service. By equipping more than 100,000 EY member firm professionals across the globe with an intuitive customer relationship management (CRM) system that is integrated across marketing, sales, delivery, and insights, EY can help its clients and itself maintain a competitive edge across markets.

The sales system also sets the stage for enhanced seller productivity with Microsoft 365, including the ability to access and collaborate on customer opportunities within the flow of work from Microsoft Outlook and Microsoft Teams. And Microsoft Copilot capabilities are expected to help sellers work more efficiently and improve customer experiences with email assistance, personalized sales content creation, AI-generated insights, and recommendations for next steps.

Breaking down barriers for a globally-connected team

To help their clients solve their most complex problems, EY needed a digital sales foundation that helped enable sellers to be connected, proactive, and insightful with a deeper understanding of account and opportunity data. A collaborative sales system can empower teams to help deliver consistently exceptional client services and continuously adapt to rapid changes across each client organization, industries, and entire markets.

That’s why EY turned to Microsoft Dynamics 365 Sales and the latest advancements in AI to both unify and transform sales processes with a goal to improve cross-team collaboration and deepen connections with clients.

Led by a need for a more integrated approach to client relationship building focused on client value, EY identified the people who would gain the most from a global sales transformation. For example, EY pursuit leaders, who are dedicated to leading complex client relationships, could benefit from deeper insights into client and industry issues to deliver the right set of solutions when pursuing opportunities. Client-serving teams could also benefit from a system that provided targeted, meaningful information and insights, helping them to create winning proposals in less time.

In 2022, EY and Microsoft got to work on an architecture design and implementation plan for a sales platform that bridged both existing solutions and a modern, future-proof platform for insights, automation, collaboration, productivity, and reporting. These transformative solutions build on a years-long commitment to power growth and innovation of EY on Microsoft technologies such as Microsoft Azure, Microsoft Azure OpenAI Service, Microsoft Fabric, Microsoft Power Platform, Microsoft 365, and Microsoft Dynamics 365.

A new way to power a global organization

EY client-serving teams around the world are standardizing sales processes on a single, unified customer relationship management and productivity system. On this new, flexible platform, with the ability to integrate third-party applications and adapt new technologies, teams can leverage both tools they currently depend on and leverage the latest in Dynamics 365 and AI enhancements.

For example, teams will continue to manage engagements in SAP ECC, but the integration with Dynamics 365 Sales will help ensure a more seamless handoff of crucial information to delivery. This allows EY to take advantage of Microsoft capabilities, such as Microsoft Power BI data visualizations, Outlook, and Teams for enhanced collaboration and AI and automation features to streamline processes.

“We’ve brought the opportunity management process closer to where we spend our time—in Outlook, in Teams, and on the go while on mobile.”

Kris Kuty, Global Product Manager, Ernst & Young LLP

Early signs of success

Only months after deployment, EY reports that the new sales platform is making a real impact on the way they do business. Some of the results include:

• An enhanced CRM solution that has connected marketing, sales, and service processes for better collaboration between teams.
• Greater access to intelligence and insights, enabling client-serving teams, financial forecasters, and business planners to be more efficient and knowledgeable, equipped to make better decisions faster, and, ultimately, make deeper connections with clients.
• Standardized sales processes and unified views across accounts, using a globally consistent and streamlined system that includes a mobile Power App, Outlook, and Teams, with integrations to key EY systems for master data, risk management, and enterprise reporting. EY sales, service, and finance teams can access the information they need when they need it, right in the flow of work.
• Improved pipeline visibility, giving EY client-serving teams a clear view of client pursuits across their broad services, supported by contextual insights into each sales contact and activity.
• Tighter team collaboration, leading to more connected peer conversations and better outcomes for their clients’ most complex challenges.

Moving forward, the EY sales excellence journey will include AI and Copilot. To reinforce Dynamics 365 Sales as a key enabler for client serving individuals they expect to:

• Provide AI-based recommendations for client communications and next best topics utilizing historical interactions as well as industry insights and trends.
• Analyze seller behavior to recommend new ways of working.
• Provide AI-driven recommendations for deal scoring and lead prioritization.

“We are extremely excited about what is coming and what is possible. We’ve already kicked off with Copilot and the possibilities with AI are extremely attractive as we aim to serve our clients even better. We have our integrated platform in place, with Dynamics 365 Sales at the center. Now we can build on this and continue the transformation.”

Jeremy Hallett, Global Markets Enablement Leader, Ernst & Young LLP

Better positioned to design and deliver transformative cloud solutions to organizations worldwide

The EY transformation story showcases how Dynamics 365 Sales can help complex, regulated, multi-national organizations inspire a unified, customer-focused global sales operation—empowered to move business forward with a shared vision and digital toolkit. And, as one of Microsoft’s top systems integrators, EY is well positioned to help deliver that value to organizations everywhere.

“Putting Dynamics 365 and Copilot in the hands of more than 100,000 EY member firm professionals showcases how modern architectures and the latest advancements in AI create competitive advantage. Part of embarking down this journey was to demonstrate for our clients that it can be done for even the most complex global enterprises. The time is now to create new ways of working with AI-powered transformations.”

Jim Little, Global Microsoft Alliance Leader, Ernst & Young LLP

The EY organization can help complex organizations find their own path to differentiate with Dynamics 365 and AI and surface the right data for personalized customer experiences, critical business insights, and operational agility. Applying direct learnings from their global implementation of Dynamics 365 Sales, as well as day-to-day experiences using the technology, will bring a wealth of additional perspective, insights, and guidance to every engagement.

Learn more about Dynamics 365 Sales, as well as the EY Microsoft Alliance. 

The post Ernst & Young reinvents sales globally with Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

In today’s rapidly evolving sales environment, staying ahead of the curve is more crucial than ever. The latest updates to Copilot in Dynamics 365 Sales, particularly its enhanced integration with Outlook, are transforming how sales professionals gear up for their meetings. Let’s dive into how these new functionalities not only streamline preparation but also enrich customer interactions. 

Streamlined Outlook integration for comprehensive sales meeting preparation

Copilot in Dynamics 365 Sales expands its integration capabilities with Outlook, specifically accommodating users who have not enabled server-side sync. This pivotal update accelerates adoption, providing a unified platform where sales professionals can access and prepare for their Outlook-scheduled sales appointments directly within Dynamics 365. This coherence not only simplifies the logistical aspects of sales preparation but also enhances the overall efficiency and effectiveness of sales operations. 

Proactive meeting preparation

Copilot now allows sales teams to fetch Outlook meetings for the upcoming week, enabling them to prepare proactively. The ability to view detailed agendas and prepare in advance transforms how sales teams interact with clients, paving the way for more successful outcomes.

Refined meeting summaries for enhanced client interactions

The upgraded meeting preparation tool in Copilot for Dynamics 365 Sales now offers richer, more detailed summaries. This enhancement provides sales teams with critical insights and key talking points, tailored to each meeting’s context. Such targeted preparation boosts confidence and competence, enabling sales professionals to tailor their approaches to meet the specific needs and interests of each client, enhancing the effectiveness of their pitches. 

Harnessing innovations for sales excellence 

The recent updates to Copilot in D365 Sales are a testament to our commitment to enhance the user experience and functionality of our sales management tools. By leveraging these new features, sales teams can enhance their productivity, improve client interactions, and ultimately drive more successful outcomes. As the digital landscape evolves, tools like Copilot in D365 Sales are invaluable for staying competitive in the fast-paced world of sales. 

Next steps

Learn more on leveraging Copilot in D365 Sales to prepare for meetings: 
Stay ahead with Copilot | Microsoft Learn 

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview.    

The post Leveraging Copilot in Dynamics 365 Sales to prepare for sales meeting appeared first on Microsoft Dynamics 365 Blog.

In today’s digital-first environment, effective communication is crucial for maintaining strong business relationships and driving sales success. Copilot in Dynamics 365 Sales enhances this aspect by integrating with the rich text editor, revolutionizing how professionals manage their email interactions. This blog delves into how the Copilot’s capabilities can simplify and refine the email drafting process, ensuring every message is crafted to engage and convert. 

Copilot integrates seamlessly with the rich text editor, providing a sophisticated platform for composing emails. This integration facilitates the use of AI-driven suggestions during the drafting process, enabling quick creation of precise and impactful communications. The combination of the Rich Text Editor’s user-friendly interface with Copilot’s intelligent recommendations bridges the gap between rapid email drafting and maintaining content quality.

AI-Powered drafting for enhanced precision and relevance

Copilot transforms email drafting into a more efficient and targeted process. Leveraging AI, it offers contextual suggestions based on the customer’s interaction history and previous communications. This not only speeds up the drafting process but also ensures that each email is personalized and relevant, significantly enhancing the quality and effectiveness of outbound communications.

Dynamic adjustments for tailored email interactions

Beyond basic drafting, the rich text editor equipped with Copilot allows for dynamic adjustments to emails. For example, fine-tuning aspects like language, tone, and style to better match the recipient’s expectations and the specific sales context. This adaptive functionality ensures that each email is crafted to maximize engagement and impact, fostering stronger customer connections and driving superior business results.

Advancing email communications with Copilot

The synergy between Copilot in Dynamics 365 Sales and the rich text editor marks a significant advancement in how sales professionals handle email communications. By employing AI for both drafting and refining emails, sales teams can optimize their time on high-value sales activities. As businesses navigate the complexities of digital interactions, Copilot emerges as an indispensable tool, empowering sales organizations to achieve efficiency and effectiveness in their communication strategies.

Next steps

Read more on Copilot in D365 Sales email integration: 

Add the Copilot control to the rich text editor  

Use Copilot in the email rich text editor  

Add the rich text editor control to a model-driven app  

Manage feature settings – Power Platform   

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview.   

The post Elevating email efficiency using Copilot in Dynamics 365 Sales and the rich text editor  appeared first on Microsoft Dynamics 365 Blog.

In today’s fast-paced sales landscape, prioritizing core selling activities over low-value tasks is crucial. Time spent on tasks that don’t directly contribute to sales represents missed opportunities to connect with prospects and close deals. With Dynamics 365 Sales, we’re committed to using AI to support sellers in focusing their time on what truly matters: forging meaningful connections, establishing trust, and nurturing long-term relationships to increase their sales productivity. Copilot empowers sellers to achieve greater results with less effort, enhancing your sales organization’s effectiveness. We’re happy to share that the following features are releasing this month.

Copilot chat Q&A in Dynamics 365 Sales

Copilot chat with Q&A transforms how sellers access data in your customer relationship management (CRM) system. Instead of building complicated queries or manually searching for information, sellers can ask questions using natural language. They can access vital information immediately, allowing them to focus on high-value activities like engaging customers and closing deals. The result is more time for meaningful interactions, potentially leading to higher conversion rates and increased revenue.

Natural-language Q&A is particularly valuable in fast-paced sales environments, ensuring quick, informed actions. This feature elevates customer interactions, positioning teams for higher sales productivity. Its impact extends beyond convenience, shaping the efficiency and effectiveness of the entire sales process.

Sales-specific chat experience  

One of the key features of Copilot in Dynamics 365 Sales is that the chat experience is specific to the sales process. Sellers can use common sales terms and phrases to ask questions and get answers from the CRM system, without having to navigate through complex menus or screens. This saves time and effort for sellers, allowing them to focus on their customers and prospects.

Some of the sales terms that Copilot understands are conversion rate, deal cycle, pipeline, deal size, win rate, and deal value. Sellers and managers can use these terms to query various aspects of the sales process, like the performance of individual sellers, teams, or regions, the progress of opportunities, and the trends and forecasts of sales outcomes. Copilot can also handle complex queries with multiple terms, filters, and aggregations.

For example, you can ask Copilot:

• “Show the opportunity conversion rate for the last 4 quarters by quarter.”
• “What’s the win rate for Kenny Smith?”
• “What is the average deal size for successful opportunities?”

These examples illustrate how Copilot can help sellers access relevant information from your CRM system in a natural and intuitive way, using sales-specific terms in a chat experience. Copilot chat Q&A enhances your sales team’s productivity and efficiency and their ability to meaningfully engage with customers and prospects.

Your CRM data is always secure

Copilot respects the security and user access privilege settings of your CRM system. This means that if a seller doesn’t have permission to view or edit certain records, those records aren’t included in Copilot’s responses. For example, if you ask Copilot about the pipeline value for a region that you aren’t assigned to, Copilot informs you that you don’t have sufficient privileges to view the requested data. This ensures that Copilot maintains the integrity and confidentiality of your CRM data while providing insights and recommendations. 

Immersive Copilot workspace

We are also launching the public preview of a new immersive Copilot experience in Dynamics 365 Sales. An expanded workspace enhances focus on productive conversations with Copilot, while real-time insights and effortless natural language chat functionality help sellers efficiently manage sales activities, nurture customer relationships, and drive sales success. Seamless access to insights from CRM data simplifies prioritizing actions and smarter decision-making. 

The immersive experience works in sync with the Copilot chat pane. Start a conversation in the immersive workspace, select a record, and continue the conversation in the Copilot chat. The coherent experience makes it easy to navigate in the app without losing context. 

Use the immersive workspace

The immersive experience is in preview so that we can make improvements based on your valuable feedback. To use the immersive experience in your environment, you’ll need to turn on preview features for Copilot in Dynamics 365 Sales. In the Sales Hub app, Copilot is automatically added to the site map under My Work. If you use a custom app, add the Copilot page to your app’s site map. To enter the immersive workspace, select My Work > Copilot.

Transform your sales processes with Copilot

Copilot in Dynamics 365 Sales helps your sellers save time and stay focused on the things that really matter. They get the information they need faster with less context switching, making their day-to-day activities more efficient and boosting your team’s overall sales productivity.

Next steps

Learn more about Copilot in Dynamics 365 Sales

Turn on and set up Copilot in Dynamics 365 Sales 

Not yet a Dynamics 365 Sales user? Sign up for a free trial today.

The post Transform seller effectiveness with Dynamics 365 Sales Copilot appeared first on Microsoft Dynamics 365 Blog.

Sellers are often faced with situations where they need to sift through a lot of information to find the one piece they need. There are often extensive knowledge bases where sellers need to search for information, and lots of precious time is lost in the process.  

We are here to help with that! 

With our new features outlined below, sellers can access relevant sales information from SharePoint through the Copilot chat interface in Dynamics 365 Sales. 

By automating the extraction of critical insights from sales documents, Copilot in Dynamics 365 Sales frees up valuable time for sales teams to focus on nurturing leads, closing deals, and delivering exceptional customer experiences. With Copilot in Dynamics 365 Sales, businesses can streamline their sales processes, gain deeper customer insights, and ultimately drive greater revenue growth. Copilot in D365 Sales empowers sales teams to work smarter, not harder, and achieve unparalleled efficiency in their daily operations. 

Contextual content recommendations

With this feature, the system seamlessly reads the CRM context, and intelligently recommends relevant product and account-related files. For example, sellers are provided with content recommendations regarding the products added to opportunities. From PDFs to Word documents and PowerPoint presentations, the Copilot pane in D365 Sales provides instant access to the most pertinent sales materials, empowering sales reps to make informed decisions and deliver personalized experiences to customers. This could include sales pitch decks, account strategy collaterals, product brochures and training materials that are made available to sellers. As a result, sales interactions are tailored and impactful, driving stronger customer engagement and business growth. 

Users effortlessly access contextual file recommendations in Copilot in D365 Sales by selecting from the sparkle icon (marked in the image below) or typing queries in their preferred language. Sorted by relevance, the latest files and most popular results appear first. Files can be viewed, downloaded, or shared via email, ensuring seamless collaboration. Additionally, users can specify keywords for targeted searches, enhancing efficiency while upholding data security. Copilot in D365 Sales respects user permissions, displaying only accessible SharePoint files. 

SharePoint Q&A

Sellers can now easily navigate through sales documents and literature by simply asking questions. Leveraging Azure OpenAI technology, Copilot in D365 Sales swiftly scans through data and literature, summarizing pertinent information from SharePoint documents. This seamless integration empowers sellers to swiftly access insights, enhancing productivity and enabling quick, informed responses to customer inquiries. 

In Copilot in D365 Sales, accessing answers is seamlessly integrated with your SharePoint documents. Simply type your question in the Copilot pane using natural language and hit Enter – no need to navigate through any of your files and folders! For instance, inquire about warranty periods or prices directly. Copilot initiates a search in SharePoint. Should the answer reside in one or more files in SharePoint, Copilot offers a concise response alongside links to relevant documents, ensuring comprehensive insights are just a click away. 

Next steps

Increasing your sales team’s efficiency could be as simple as having all the information just a click away! 

To get started with this new capability: 

Use Copilot to get content recommendations and answers from SharePoint

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview. 

AI solutions built responsibly. 

Enterprise grade data privacy at its core. Azure OpenAI offers a range of privacy features, including data encryption and secure storage. It allows users to control access to their data and provides detailed auditing and monitoring capabilities. Copilot is built on Azure OpenAI, so enterprises can rest assured that it offers the same level of data privacy and protection.  

Responsible AI by design. We are committed to creating responsible AI by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are putting those principles into practice across the company to develop and deploy AI that will have a positive impact on society.  

The post Copilot in D365 Sales boosts efficiency with content recommendations and Q&A   appeared first on Microsoft Dynamics 365 Blog.

In this extraordinary age of AI, we find ourselves on the brink of a profound revolution. Companies are looking for generative AI to solve longstanding problems around customer connection, loyalty, and seller productivity. Businesses are on a journey to become a digital-first business, not only to connect with customers, but to benefit from the advances in AI. 

Both winning and retaining customers requires a unified customer understanding and ability to orchestrate experiences across sales, marketing, and service. To deliver exceptional experiences, businesses need a solution that breaks down data silos between applications and departments so sellers, marketers, and service agents can get the right information in the right interface at the right time.

Dynamics 365 2024 release wave 1

Release wave 1 brings new innovations and capabilities to transform your business. 

Learn more

Imagine if your sellers could effortlessly collaborate with contributing stakeholders and had the exact right information at the exact right time to make a persuasive sales pitch that speaks to the needs and wants of each individual customer to cement the sale.

Imagine if your marketing team could create the perfect end-to-end campaign, one that aligns input across departments, that pulls in the perfect target audiences, that includes campaign assets aligned with your brand identity. And instead of doing so in months, being able to create a good draft…in minutes.

Imagine if each time customers interacted with your company, no matter what department or touchpoint they engage with, they felt known, and each interaction built on the last.

With generative AI and our Microsoft Dynamics 365 customer experience solutions, these “imagine ifs” are reality.

The innovative capabilities that are coming to you in Microsoft Copilot for Sales, Microsoft Dynamics 365 Sales, and Microsoft Dynamics 365 Customer Insights will help you elevate the seller experience through AI-driven process transformation, optimize the buying journey with the power of data, and personalize every customer interaction.

Elevate the seller experience through AI-driven process transformation

A recent study of sales professionals showed that up to 70% of their time is used for administrative and non-selling tasks that reduce the quality of their interactions with customers.

With Copilot for Sales and Dynamics 365 Sales, we enable innovative AI-enriched experiences to support sellers as they move through the sales process. We help transform sales teams from just following leads and opportunities into being trusted advisors who can predict and support customer needs.

Copilot for Sales is designed to be an invaluable assistant helping drive productivity and improve sales efficiency. It combines all the unique role-based sales capabilities with Microsoft Copilot for Microsoft 365 to deliver a unified and highly relevant seller experience right within the Microsoft 365 suite of applications, keeping the seller in their flow of work. Sellers can use chat to identify answers to top sales questions, whether it’s to find out more about an account or opportunity, or to view the sales pipeline. We deliver relevant sales context using natural language and prompt-based actions.

Let’s look at some of the newest features within Copilot for Sales, an application for sellers who use either Dynamic 365 Sales or Salesforce but prefer to work within their Microsoft 365 productivity apps to manage their day:

• Enhance email summaries and replies to minimize app switching and provide a response that’s aware of the customer context. Insight related to sales such as buying intent is emphasized, and suggested changes such as updates to sales stages, opportunity budgets, or estimated close dates appear in the side panel allowing instant updates.
• Easily create meeting preparation reports that give you the information you need to engage your customers confidently. You can share the meeting prep with your team members so everyone can be on the same page with knowledge about the customer and the account. Using the power of Copilot in Word combined with Sales insight from your customer relationship management (CRM) application.
• Get immediate AI-generated tips, suggestions, and advice in Microsoft Teams meetings to help sellers concentrate on the meeting dialogue and ensure they can respond quickly to requests and possible challenges, such as competitor references, by surfacing relevant information when and where they need it.
• Generate post-meeting follow-up quickly and easily allowing sellers to follow-up with tasks and notifications that are generated from the Teams intelligent recap screens and review the key questions that need to be answered. Follow-up work with their team members can be managed using deal rooms and planner activities to review task suggestions and assignments ensuring no follow-up is missed.
• Keep systems up to date without the pain of manual effort. Copilot for Sales allows for quick creation of records, such as leads and opportunities, right in the Microsoft 365 surface area. In the Copilot side panel, create new records and update fields using pre-filled suggestions without leaving the screen.

Dynamics 365 Sales continues to be our market-leading CRM solution designed to streamline sales processes, cultivate customer relationships, and expedite deal closures for businesses of all sizes. We bring the power of generative AI right inside this surface area and help sellers transform their CRM interactions to support customer conversations and land deals. With the latest release we’re helping sellers to:

• Transform the CRM sales experience by using the immersive full-screen Copilot view right in Dynamics 365 Sales. Get all key information in one place including pipeline, suggested actions, deals in progress, and real-time insights on key accounts. Sellers can query that information to get further details and insights using natural language and suggested prompts. Use it to get started every day as a homepage for all sellers using Dynamics 365.
• Make the best use of prospecting time with intelligent lead management to make sure that sales development teams are using their time wisely and focusing on leads that have a higher chance of closing quickly. In this release, we’re adding qualification criteria that incorporate signals to help show how interested the customer is. The distribution of those leads is then improved based on seller capacity and our new notification alerts make sure that sellers don’t lose the opportunity to interact when the timing is right.

Optimize the buying journey with the power of data

It all starts with data. Generative AI takes what used to be specialized and trained roles and democratizes them so customer experience (CX) professionals can use and take advantage of the data, insights, and workflows from their CRM system. Generative AI will autonomously assist customers and sellers in their day-to-day experiences to:

• Elevate customer experiences in real time: With Dynamics 365 Customer Insights, CX professionals can now ensure customer profiles and associated insights are updated in real time based on data signals, allowing them to provide the most targeted and personalized experience as they engage with your website or mobile app, which will foster loyalty, increase engagement, enhance satisfaction, and drive higher conversion rates.
• Know your account better with AI-generated account summaries in Dynamics 365 Sales: With integrated data from Dynamics 365 Customer Insights, sellers can now quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted manner.
• Maximize sales success with AI-suggested past successful deals: In Dynamics 365 Sales, sellers now have the ability to use the collective intelligence from past successful deals to identify and pursue similar opportunities effectively. This AI-driven feature simplifies the decision-making process and increases the likelihood of closing deals quickly. By analyzing personal success stories and industry-specific data, sellers can make well-informed decisions that enhance sales effectiveness. The strategic use of AI suggestions not only improves efficiency but also significantly raises the chances of winning deals, thereby boosting overall sales performance.

Personalize every customer interaction

Marketers and CX professionals are being empowered to go beyond automated spam to creating cross-channel cohesive, conversational experiences that drive loyalty and retention. The innovative capabilities in Dynamics 365 Customer Insights that are releasing in this wave enable CX professionals to:

• Take campaigns from concept to launch in minutes using Copilot in Customer Insights Journeys: With Copilot, instead of breaking down a series of fragmented work items, the team begins by telling Copilot the outcome they want to achieve. In minutes, they’re presented with the new project board, curating ideas for every component central to the campaign: such as segments, content, and journeys, all ready for review. It’s fueled by unified data from all sources of customer data, brand guidelines, past campaigns, and creative briefs.
• Generate unique on-brand creative assets in minutes: No more scouring media libraries or resorting to use of stock images. You can ensure images are on brand and personalized for each audience, generated by Copilot using the new Typeface integration. Copilot allows you to generate variations that then can be used for personalization—no special photo editing abilities required.
• Personalize omnichannel experiences with no code using Optimizely: Dynamics 365 Customer Insights and Optimizely now unlock omnichannel personalization and experimentation capabilities, enabling marketers and citizen developers to personalize every customer touchpoint with no code or prior expertise required. By combining insights and segments from Customer Insights with Optimizely audiences, you can create experiences that are tailored to your customer’s browsing activity, their loyalty, past engagement history, and other real-time signals. Moreover, you can continue the conversation or re-target your visitors by delivering the same consistent experience through customer journeys, based on which Optimizely treatment cohort the customer was part of.

With generative AI and Copilot, we’re revolutionizing the workflow for sellers and CX professionals. First, sending personalized content at every stage of the marketing campaign, improving the quality of sales leads, and next, optimizing the productivity of sellers and enhancing every single engagement with their customers, helping them to close deals faster, all thanks to Copilot. There has never been a more exciting and productive time to be a seller or marketer. We can’t wait for you to experience it.

Learn more about 2024 release wave 1 capabilities

The future of customer experience is here, and it’s driven by cutting-edge AI technology that empowers businesses to better connect with their customers, drive sales, and improve overall satisfaction for both customers and employees. This release wave is truly driving transformative change for customer-facing roles, so get your organization set up today.

To see how all of this comes to life, watch the CX overview segment of the Business Applications Launch Event and check out the 2024 release wave 1 plans to read more about these game-changing capabilities.

The post 2024 release wave 1: Transforming experiences with Microsoft Copilot and Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

We’re excited to announce a new project onboarding feature is now available in the Dynamics 365 Implementation Portal. The portal makes it easier to deploy Dynamics 365 projects successfully by guiding you from the start of your project to the end, giving you valuable insights and recommendations along the way. All you need to do to get started is create your implementation project in the portal, and the new onboarding wizard makes it easy. Here’s how:

User-friendly interface removes technical barriers. The onboarding wizard’s intuitive and user-friendly interface is designed to make the onboarding process accessible whatever your technical background. It acts as a virtual assistant, walking you through each step of project creation with clear instructions and prompts.

Projects are ready to use immediately. On completion of the onboarding process, your Dynamics 365 implementation project is instantly available, streamlining collaboration and ensuring that stakeholders have swift access to project resources.

Data is protected automatically. If the implementation project targets a tenant other than the one you’re signed in to, the onboarding wizard starts an approval flow. Two reviewers for the targeted tenant must both approve the request before information such as the customer name and telemetry insights are made available. This automatic review process ensures compliance with data protection regulations and builds trust with customers.

Successful Dynamics 365 implementations by design

The Dynamics 365 Implementation Portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. The onboarding wizard represents a pivotal advancement in the journey towards a successful Dynamics 365 implementation. By guiding you through the creation of your implementation projects, facilitating reviews, and offering relevant insights, the Implementation Portal and the onboarding wizard help your business harness the full potential of Dynamics 365 with confidence and efficiency.

Next steps

Sign up for the Dynamics 365 Implementation Portal and read the documentation.

Learn more about the onboarding wizard.

Have feedback or questions about the onboarding wizard or the Implementation Portal? Let us know! Email us at ftd365ip-support@microsoft.com.

Not yet a Dynamics 365 customer? Take a tour and get a free trial.

The post Create Dynamics 365 implementation projects easily with the new onboarding wizard appeared first on Microsoft Dynamics 365 Blog.