Overview of Dynamics 365 Sales 2021 release wave 2

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 is the market-leading sales application 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 and drives more relevant and authentic engagements, enabling sellers to sell more efficiently.

COVID-19 has accelerated the move to all things digital and changed expectations for how customers want to interact with sellers and companies they do business with. The role of the seller is evolving—customers expect sellers to know them and help them make decisions that will be in their best interest. To achieve this, sellers need to know everything there is to know about the customer, have contextually relevant conversations, and deliver value in every interaction. For this release, we have focused on enabling the seller to do just that. Sellers will be able to harness the power of data and intelligence that will help them before, during, and after each interaction. Sellers will focus on the highest priority activities and will collaborate using Teams from within Dynamics 365 to accelerate their pipeline. Our goal is to help the seller close more deals, faster, while being as productive as possible.

We want your feedback! We encourage you to continue to reach out at Sales Ideas because your feedback is invaluable to us.

The focus areas for the Dynamics 365 Sales release wave 2 updates are:

Be productive from wherever you are with new integrations between Microsoft Teams and Dynamics 365

To further enable sellers to be productive from wherever they are, we're adding updates so you can access and update Dynamics 365 records from inside Teams chats and channels, and also providing a new integrated experience inside Microsoft Teams to access critical information about your leads and opportunities right from inside your Teams meetings. Teams chat within Dynamics 365 will also be available, along with enhancements to add stakeholders and send automated chat notifications to Teams users.

Collaborate better with improvements to Microsoft Teams calling with Dynamics 365

More third-party telephony support and critical business insights will be available for any type of call. Embedded Microsoft Teams collaboration and Teams message extensions and actions will be generally available and will include some enhancements to suggested contacts and the overall experience. You'll also be able to access sales records from within Teams meetings and have automated notifications from Dynamics 365 to Teams. Lastly, there will be enhancements to setup and security of the Dynamics 365 app for Teams.

Let Dynamics 365 do the heavy lifting with improved intelligence, productivity tools, and forecasting updates

Account-based Who knows whom will be released in this wave. For forecasting, enhanced capabilities will be available such as sharing and viewing a specific forecast, attribute insights for driving predictive scoring model clarity, more admin controls for managing and deploying forecasts, and support for new forecast views and yearly and weekly forecasts.

Guided selling gets a boost with Sales Accelerator enhancements and data hygiene

We're enhancing lead generation and nurturing capabilities for improved guided selling. In addition, we'll be making updates to sequences, including LinkedIn actions and preconfigured templates, automated lead routing, and seller and manager KPIs and dashboards.

Enhance the mobile experience for sellers on the go

Enhancements will be made to the mobile experience, so you never miss a detail in your customer engagements, go prepared to customer engagements, find, interact, and create CRM information easily, and log and share information effortlessly.

RSS Subscription Updates to Dynamics 365 Sales 2021 release wave 2