Overview of Dynamics 365 Sales 2021 release wave 1

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Dynamics 365 Sales continues to be the market-leading sales tool that empowers every organization to sell more by understanding their customers and the way they want to buy—powered by data, intelligence, and experiences that people love. Dynamics 365 Sales is centered on the customer relationship. It helps organizations understand customer needs, drives more relevant and authentic engagements, and makes it more efficient for you to sell.

With the 2021 release wave 1 of Dynamics 365 Sales, we're releasing some exciting new functionality, making some updates and optimizations based on valuable customer feedback, and including some bug fixes. Your continued feedback is important to us, so please reach out to us at Sales Ideas.

The focus areas included in our 2021 release wave 1 are:

  • Saving you time: Get tasks done more easily to keep the focus on selling.

    Sellers need to take several steps to identify the right customers and the next actions to take. We're excited to introduce more automation and sequences that will adapt to the changing needs and behaviors of your customers. The record side panel will allow you to customize your workspace to your unique business requirements and trigger key actions, all in the same place. The deal manager workspace will allow sellers to quickly view the right deals, get the right context, and take action in no more than one click.

  • Intelligence at your fingertips: Provide data-driven insights to help with decision making.

    Sellers want data to help inform their day-to-day decisions, but also require important insights to be surfaced to help parse through the noise. Conversation intelligence will provide insights on top of video calls and calls with multiple participants. New filters in the deal manager workspace will allow sellers to easily find opportunities by searching, quickly setting a column filter, or choosing a time-based slicer. We're also introducing new, out-of-the-box data visualizations that will be both interactive and configurable. Sellers will now also be able to select "stats," out-of-the-box calculated metrics to help them quickly understand their pipeline.

  • Helping you on the go: Enhancing the mobile experience for sellers on the go.

    Field sellers need to be able to manage their work from their mobile devices. With the Dynamics 365 Sales mobile experience, sellers can get up-to-date LinkedIn information on meeting participants, insights about a deal, account and contacts integrated with AI, and easy access to files, notes, emails, and more. Sellers can now also easily manage their activities and take follow-up actions promptly. Lastly, Microsoft Teams customer calls or online meetings can be transcribed and assigned to a Dynamics 365 record, with AI giving sellers access to insights, sentiment, and follow-up actions.

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