It’s finally fall and while for many of us this change of season signals the arrival of pumpkin spice just-about-anything, for our Dynamics 365 CRM experts fall brings with it something even more exciting. You guessed it; the 2021 Wave 2 Release of Microsoft Dynamics CRM is here!
We know these release announcements can be a bit confusing for Dynamics CRM users trying to navigate what they might mean for their workflows, so to help simplify things we’ve put together a quick overview of our favourite new updates for the Sales, Marketing, and Service apps and how organizations can leverage them going forward.
1) Manage your opportunities with the deal manager
Our first release highlight provides an immersive new way for sales teams to manage and organize opportunities in D365 Sales. The Deal Manager is a new workspace that is optimized for sellers to help them get the most out of their opportunities. With this new built-in functionality sales teams can
- Organise opportunities in a way that best works for them
- Personalise their views
- Update information on the fly
- Add notes and tasks, and much more.
Opportunities can new easily be managed and updated in one simplified view that can be configured based on your preferences allowing for more efficient seller workflows.
2) View only the fields you need with column sorting
This new option allows users to modify the available columns on grid views. In the past, customizing and updating the visible columns in this view would require the creation or amendment of a view but now, with this built-in solution, users can customize the columns on the fly.
As you can see, a new pane alloys users to move columns to their desired location, making a visual analysis of specific field data quick and easy for end users.
3) Create new touchpoint opportunities with SMS marketing integrations
Dynamics 365 Marketing channels continue to create new opportunities to connect with mobile users with a newly available SMS connector to Twilio and Telesign. The SMS channel allows users to easily add SMS delivery to you campaigns and serve marketing communications to your mobile audiences.
The new integration allows connection to two of the most popular and robust SMS engagement platforms available through an Omnichannel service. Users can purchase or reuse existing SMS accounts and purchase Azure Communication Services phone numbers in regions where those numbers are supported.
These are just a few of the many updates available for roll out for the Dynamics 365 CRM wave 2 release, but there are tons of other exciting new features. You can read more about the full release here.
Remember that when implementing these new releases, it’s important to work with the right support partner to properly test the upgrades and resolve any issues with customizations or third-party integrations before deploying them to production. If your organization is looking for an implantation partner to help you with the most recent release get in touch today to find out how our team can help.