Dynamics 365 Features to Look Forward to in 2020 Release Wave 2

Posted by Bernie Thibeault on 07.13.20
Bernie Thibeault

Recently, Microsoft and the Dynamics 365 team published the release plan for 2020 Release Wave 2. It contains the features being launched between this fall and early spring for Dynamics 365. To find the new features I highlighted recently, click here. Quick links for features in both the Dynamics 365 and Power Platform track can be found here. 

Sales

  • Simplify your document workflows with enhanced PDF capabilities
    • Previously launched was a feature to automatically create PDF's based upon the word templates managed in D365 for OOTB entities like Quotes. Now that will be extended to custom entities as well. 
  • Be more productive with new capabilities for the enhanced email experience
    • A more consistent email experience while composing emails plus a MUCH more intuitive file attachment process is coming. 

Customer Service

  • Rich text control with embedded images
    • A long awaited feature to enable rich text on a text field. This will greatly improve efficiency and productivity. 
  • Customer Service new multisession app
    • This will enable to the management of multiple cases at the same time.

Field Service

  • Embedded optimizer within schedule board
    • Improvements to the schedule board booking process in order to automatically optimize bookings. 
  • Enhanced skills-based matching in resource scheduling optimization
    • This new skills optimizer will find and choose the resources that have the least common denominator, the minimum skill level required to complete a task. 

Human Resources

  • Benefits management Common Data Service entities
    • New Common Data Service entities will help build integrations into 3rd party payroll and benefits providers. Plus the ability to extend with Power Automate, Power BI and Azure Functions.

Marketing

  • Build customer journeys more efficiently using the new canvas experience
    • Complete redesign of the customer journey canvas will make building them more intuitive.
      improved-customer-journey-experience
  • Run webinars and meetings using direct integration with Microsoft Teams
    • This feature will allow you to create and host live events using Microsoft Teams.
      teams-integration-webinar-26

 

Stay tuned as more features for Dynamics 365 get rolled out!

 

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