Dynamics 365 Wave 2 – February updates
Dynamics 365 Wave 2 has a new series of updates for February, for applications such as Marketing, Sales, Service, Finance or Customer Insights.
Dynamics 365 Wave 2 provides a collection of updates that occur almost every month, from October 2022 until March 2023. In the last article, we offered a thoroughly-written list with the most preponderant business applications of January, that Microsoft has in its portfolio.
Certain business applications, fundamental to operational efficiency and customer experiences, have reached the limit of updates in January, meaning they no longer receive any new features earlier than the established terms.
The consistency of updates come from Marketing, Sales, Customer Insights, Service or Finance, which are of paramount importance to meet your business requirements regarding automation, integration and intelligent capabilities. The other applications contribute to the simplicity of the CRM system, however each app is designed to function on their own, so don’t worry if your business is still lacking in Sales or Finance development.
We recommend the whole suite of applications for faster, customer-oriented and in-depth insights for full-time optimization.
Dynamics 365 Marketing
Customers are hard to please. They have high demands, needs and live in a fast-paced environment that brands have to keep up with. Delivering right solutions for their problems, building a trustable relationship or operating at a higher level is what any business should do.
Dynamics 365 Marketing simplifies public segmentation by adding a drag-and-drop logic builder, which can be accessed by anyone, regardless of their expertise or low level of knowledge. If you’re not familiar with this tool, use a natural language to build segments.
Segments-building is mainly used for contacts and leads and their capability is to increase both productivity and improve ROI (return on investment).
Dynamics 365 Customer Service
Increasing engagement across multiple channels can pinpoint what’s the receptivity level of the brand. Customer service is comprehensively a knowledge base for agents that seek for in-depth insights through voice, social channels and chat.
Customer Service comes with a function that enables customers to have a late-direct interaction with agents across multiple channels. Anyone can leave voicemails during a busy time of the day or after working hours, to ensure that every request is dealt with.
Dynamics 365 Customer Insight
Customer data platform is designed to collect information about customers, in order to deliver personalized customer experiences. By gaining comprehensive data about your customers you will become a customer-centric organization, aiming to offer unmatched services and interactions, while enriching customer profiles with first or third parties involved.
It’s easier to get full control of your customer profiles, by enabling AI models to build, test or even provide AI/ML custom models with data obtained from behavioral, transactional or demographic data sources.
Improving the methods of understanding your customers can become a simplified process with AI. Adding attributes and configuring activities through artificial intelligence can reduce the activity-creation experience and ensure mapping accuracy. This feature enables businesses to set up prediction, create segments and measures.
Generate insights with FRE (First-run experience)
The manual setting of a new application presents a risk and a tedious work. It is not time-efficient, may be prone to errors and have a high chance of not delivering the right value of the application. With a first-run experience, the doubts of not distributing value diminish, you’re bound to save a lot of time and get valuable insights from your customers. This is an intelligent approach for creating improved customer experiences and increase the ROI.
Dynamics 365 Supply Chain Management
Supply chain management involves the management of all the processes involved in the production and distribution of a product or service.
To optimize quality, cost, efficiency and customer satisfaction, an organization must follow 5 important components of supply chain management.
- • Planning
- • Sourcing
- • Manufacturing
- • Delivery and Logistics
- • Returning
The new wave of features brings attention to a few specifications regarding planning optimization.
Planning optimization with sales quotations. Businesses can improve the accuracy of their material requirement plans. This allows them to better anticipate their material needs and ensure they have sufficient resources to meet their production goals.
Planning optimization with finite materials. A company can avoid production delays caused by a shortage of materials by utilizing automatic scheduling of production orders that consider material availability.
Dynamics 365 Commerce
The application is targeting a bunch of essential characteristics for a running digital commerce. Brand loyalty through personalized customer engagement is easier to attain, improve employee productivity, so that you can boost revenue, reduce the costs and optimize operations to deliver valuable results.
You no longer need to use commerce localization using extension configuration files, but end-to-end sample solutions, which are embedded in the Commerce SDK or in the core Commerce solution.
Purchase order creation
The current procedure of POS (point of sale) partially has the right to carry out with the receipts of purchase orders, because the creation of purchase orders is determined by Commerce headquarters.
With the new feature of purchase orders creation in POS, it will permanently remove the involvement of other tools and make POS the only app that manages end-to-end purchase orders.
Order splitting prevention
In some cases, when fulfilling an order, the number isn’t 1, the sales order may or may not suffer splitting by DOM (Distributed Order Management). However, in some instances retailers don’t want this splitting to occur, but continue as a whole by single location. The objective of this feature is to improve the current partial order rule so that it can accommodate extra limitations.
Right from the beginning, we set out to build a Microsoft Dynamics Centre of Excellence that reunites the best specialist and the most efficient platforms in order to implement high performing and easy-to-use CRM solutions. We impose the most demanding standards of excellence on our processes, in order to ensure we are able to fulfill our mission and respect our values.
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