In this session, we will be giving a walkthrough on the Dynamics 365 Sales Wave 2 2024: Top 10 Features.
- Immersive homepage
- Get a 360-degree view with an account AI-generated summary
- Work efficiently using AI-powered action suggestions
- Streamline sales process with sales document summary
- Manage customer objections in real time
- Update CRM direction from the post-meeting insights page
- Create opportunities from sales meeting summary
- Create follow-up emails from meeting summary
- Monitor and alert sellers on adherence to the playbook
- See improved contact insights in Outlook
- Summarize and save notes into CRM directly from OneNote