There are some significant overall improvements to Microsoft Dynamics 365 in the Wave 2 release. Timeline improvements allow users to configure the list of activities showing in the new activity button, expand the activities by default, and even remove some labeling from the timeline.
Microsoft Dynamics 365 Sales
If you are a Microsoft Dynamics 365 Sales user, you have a lot to look forward to in the upcoming Wave 2 release…
Microsoft will now provide a new mobile app, which will make managing records while on the go much easier. This mobile app will focus on allowing the field sales team to update their most common tasks and provide a simpler user interface.
In previous releases, Microsoft added functionality to create PDF documents from Word templates and to save the documents to Dynamics 365 or SharePoint. This release improves the user experience by showing a preview of the Word template.
The preview is similar to email templates and provides easy buttons to download, save to SharePoint, or to email.
Credit: Microsoft Dynamics 365, Enhanced Customer Journey Build Experience
The wave 2 release offers users an enhanced customer journey build experience. Microsoft has redesigned the canvas experience and added additional functionality. For example, negative journey paths, which allow users to follow-up with recipients who didn’t meet certain conditions.
In-place editing of emails and forms allows users to edit emails and forms directly from inside the customer journey canvas in the wave 2 release.
Collecting data from Marketing Forms is no longer limited to Leads and Contacts. This enhancement offers the ability to configure to collect data for any entity.
This really just touches the surface when it comes to the upcoming wave 2 release. There are many more enhancements and features to look forward to. We hope you’re just as excited about the capabilities and improvements as we are. You can digest the full release notes here.
Ledgeview Partners is available to help you prepare for and respond to release changes. Get in touch with our Microsoft Dynamics 365 specialist to get the support you need to be successful with these changes.