Microsoft has recently announced its plans for the upcoming Wave 1 2022 release which will be bringing a whole host of new features to Dynamics 365/CRM for Sales with the main aim of providing sellers with the opportunity to harness the power of data and intelligence that will aid them before, during and after each interaction no matter whether they are new to Microsoft or existing Microsoft CRM users.
In our latest blog article, we’ve asked one of our resident Microsoft CRM specialists to help identify some of the best new features that will be heading to the Dynamics 365 Sales application as part of the Wave 1 release that will be released between April 2022 and September 2022.
Please note the following features are subject to change
Feature 1: The Sales Hub will now come preinstalled across all environments
If your business already has the Sales Hub model-driven app installed then you won’t see any changes to this application. However, if you don’t then you will now find that the Sales Hub will come preinstalled in your environment and will only be visible to those in the following security roles:
Furthermore, as an administrator you will be able to complete the following actions where required:
In addition to this, a seller or manager will be able to do the following:
Feature 2: Outlook deep-link integration with templates, autofill and emails to meeting participants
As part of the 2022 update, vast improvements have been made within the Dynamics 365 Sales mobile app to allow deep-link integration with Outlook and the ability to make it context-aware. This will reduce the manual elements of your job and having to switch between apps when emailing customers.
Put simply, you will be able to complete the below once the update has been rolled out:
Feature 3: Discover accounts and contacts via previous email engagements
As part of the 2022 release you as a seller will be able to complete the following:
Feature 4: Enable Outlook integration to avoid double booking
This new feature will help to make sure that the sales accelerator can read the Outlook calendar at the same time as assigning tasks. This will stop the requirement to double maintenance of availability in both tools.
Furthermore, within the sales accelerator setup screens, you will have the option to select availability in the Outlook calendar. After you have enabled this for any seller who has an Exchange license, you will see that the Outlook integration will help to guarantee the following:
If you have gone through the above article and are keen to get your Dynamics 365/CRM updated, looking to conduct a Microsoft Dynamics System Audit to identify any issues, looking to get up & running with a new Dynamics CRM for the first time or looking to get some extra Dynamics 365/CRM support then please call our CRM experts today to discuss your specific needs.
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