Thanks for checking out The UP Podcast! In the 52nd episode we cover: Wave 2 Release Plan for Business ApplicationsLisa’s top picksMegan’s top picksSome fun stuff we’ve been doing!
Check out the full show notes:
2021 Release Wave 2 Plan – Our Top Favourites
- Microsoft Power Platform: 2021 release wave 2 plan – Access to release documentation for Power Platform
- Dynamics 365: 2021 release wave 2 plan – Access to release documentation for Dynamics 365
- Wave 2 Video from Lisa – Dynamics 365 and Power Platform Wave 2 2021 Release: Top 10 in (under) 10 Minutes
Selected by Lisa
- Dynamics 365 and Teams meeting integration. View your opportunity details and add notes in a pane in the Teams meeting. Drive seller productivity with Teams meeting integration – Inspire session mentioned: The Cloud Built for a New World of Work
- New inline editable tables for accounts, contacts, leads – new experience working with lists in Dynamics 365, using a fully editable, user friendly grid. Manage accounts, contacts, and leads using an experience similar to that of deal manager workspace
- Bring your own data to the activity timeline – use virtual tables in Dynamics 365 Customer Service to bring activities from your third party systems into the activity timeline in Dynamics 365. Bring your own data to timeline
- New features for lead management in Dynamics 365 Sales. Integrate your third party lead generation service and find leads similar to the ones you’ve had success with in the past. Lead Generation and Nurturing. Automated AI process for de-duplication of lead data – Improving leads quality with data hygiene
Selected by Megan
- Lead routing – Quickly growing businesses require more sophisticated automation to ensure operational efficiency, proper distribution of leads among their sales team, and to make sure no leads slip through the cracks. – Lead routing | Microsoft Docs – MBAS session mentioned: D365 Sales: Activate sellers to create customers for life
- Improving leads quality with data hygiene – Ensuring that only quality leads are being assigned to sellers, with accurate data that enables personalized interactions, will save sellers valuable time and allow them to close more business opportunities. Improving leads quality with data hygiene | Microsoft Docs
- Departmental capacity management – The departmental capacity management feature enables a tenant administrator to distribute Dynamics 365 Customer Voice licenses into allotments and assign a security group to each allotment. – Departmental capacity management | Microsoft Docs
- Create segments for leads and custom entities in the new segmentation builder – Use the query builder or use natural language to build your segment and identify your target audience quickly and easily. – Create segments for leads and custom entities in the new segmentation builder | Microsoft Docs
Selected by both Lisa & Megan
- Deliver rich customer experiences across Dynamics 365, Office and other apps by augmenting customer journeys with Power Automate – you can call a Power Automate flow from the journey canvas to connect with proprietary and external business systems. – Deliver rich customer experiences across Dynamics 365, Office and other apps by augmenting customer journeys with Power Automate | Microsoft Docs – Blog mentioned from Jesper Osgaard – Troubleshooting real-time marketing journeys – Microsoft Lystavlen (home.blog)
Fun Stuff
- Lisa – The Midnight Library by Matt Haig (goodreads.com)
- Megan – La cocinera de Castamar – The Cook of Castamar | Netflix Official Site
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