Top Features in Dynamics 365 2024 Wave 2

AI and Copilot Enhancements

Copilot Integration: This release extends the capabilities of Copilot, the AI assistant, providing natural language summaries across multiple entities and delivering role-specific insights and actions via a new "full screen" Copilot Home page. Copilot also aids in summarizing customer interactions and recommending next best actions.

Revenue Intelligence

Enhanced Forecasting: The update includes features for creating forecasts with yearly and weekly recurrence, adjusting forecast values at detailed levels, and configuring forecasts for different business units.

Sales Document Summary

Opportunity Management:

Grouping and Aggregation: Sellers can group opportunities by relevant fields such as account or owner and see aggregated estimated values and actual revenues, enhancing pipeline management.

Seller Experience Enhancements:

Streamlined Daily Tasks: New tools and features focus on improving seller productivity by making it easier to manage customer data, track deal progress, collaborate with teams, and engage with customers effectively.

Lead Qualification Customization:

Configurable Process: Administrators can tailor the lead qualification process, including automatic creation of accounts, contacts, or opportunities, and enabling Copilot to generate summaries of qualified leads.

These updates aim to enhance the overall efficiency of sales teams by leveraging AI, providing deeper insights, and simplifying the management of sales processes. For a comprehensive overview, you can refer to the detailed release notes on Microsoft Learn.