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Episode 32 – 2021 Release Wave 1 Plan – Top Picks

2021 Release Wave 1 Plan – Our Top Favourites

Selected by Lisa

  • Model-driven app adds in-app notifications – Model-driven app in-app notifications are shown to users as a notification toast or notification center. Notifications are directed to a specific user and can be sent through external systems, Power Automate, or from within the system. An app maker needs to opt-in to this feature to make the notifications appear for users within the model-driven app. – Model-driven app adds in-app notifications
  • Seller KPIs and manager dashboards to encourage productivity – KPIs and dashboards are an effective way to keep the organization’s sales goals organized and continuously updated for the sellers and their managers. Without these data points, it can be difficult to know the status of the organization’s sales, how quickly the sellers can achieve their goals, and if guidance or help is needed to speed up the sales process. – Seller KPIs and manager dashboards to encourage productivity
  • Pipeline manager workspace – This workspace empowers sellers to view, manage, and execute on their opportunities by providing the in-context experiences needed to quickly filter their deals, view necessary information, and directly take action, all without navigating away from their work surface. – Dynamics 365 Sales – Pipeline manager workspace
  • Omnichannel voice – With this release, we bring together voice, SMS, and digital messaging channels, and an intelligent interactive voice response (IVR) powered by Power Virtual Agents, real-time voice intelligence, and insights across all channels, speech-based self-service, and intelligent skills-based routing. – Dynamics 365 Customer Service – Omnichannel voice
  • Lisa’s Top 10 in 10 Minutes: Power Platform and Dynamics 365 Wave 1 2021 Release

Selected by Megan

  • Create and send SMS messages to any mobile phone – SMS messaging using the Dynamics 365 Marketing mobile channel creates new opportunities to connect with mobile users. The SMS channel enables fast transactional communication and marketing messaging as part of campaigns and customer service communication. – Create and send SMS messages to any mobile phone
  • Improve journey effectiveness with a new set of built-in analytics dashboards and cross-journey insights – Dashboards and cross-journey insights present metrics, views, and insights summarized across single or multiple journeys, providing you with a deep understanding of journey, channel, and content performance. The built-in dashboards focus on engagement goals, so you can finetune the effectiveness of your journeys, channels, and content. – Improve journey effectiveness with a new set of built-in analytics dashboards and cross-journey insights
  • Never miss a detail in your customer engagements – Never miss a detail in your customer engagements. Sellers conduct dozens of weekly customer engagements, often from their mobile device. Each engagement has implicit and explicit information, and some can be easy to overlook, especially if the deal is new or the seller is new. The seller’s attention might be spread across multiple items while speaking, or perhaps the situation doesn’t allow for taking notes. – Never miss a detail in your customer engagements
  • Auto prefill answer in D365 Customer Voice – Auto prefill answer enables survey owners to prefill survey answer based on the survey respondent’s information from Azure Active Directory (for example, prefill a user’s email address when a question asks for email) or Dynamics 365 (for example, last product purchased by the customer). – Auto prefill answer
  • Usability enhancements for timeline – The timeline control provides an easy and immersive experience to view a customer’s history across cases, accounts, or contacts. This experience gives agents a better understanding of the customer’s history, which helps them deliver more personalized service in an efficient and effective manner. – Usability enhancements for timeline

Selected by both Lisa & Megan

  • Author dynamic content with ease through a new point-and-click interface – Advanced dynamic content is key to delivering highly personalized messages to customers. But the complexity of setting up dynamic content can decrease productivity. With this release, you can easily create advanced dynamic content such as showing a block of content based on a condition and iterating through a dynamic list of data all from an easy-to-use UI editor that removes the need to write custom code into the HTML. – Author dynamic content with ease through a new point-and-click interface

Fun Stuff

Lisa

Megan


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