Copilot Email Assistance
The 2024 wave 2 release for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. Before, we dive into the details, let me briefly explain what Dynamics 365 Wave 2 is. Microsoft announces significant feature updates for Dynamics 365 various modules and the Power Platform twice a year, in the months of April and October. Prior to the public release, users can explore these features in a preview to get a glimpse of what's coming next by enabling the update in their D365 environment. However, some features may not make it to the final release due to technical or other factors.
Features from the following apps are available as part of early access:
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
Finance and Operations cross-app capabilities
Dynamics 365 Finance
Dynamics 365 Project Operations
Dynamics 365 Supply Chain Management
Dynamics 365 Business Central
We will discuss on Customer Service : Elevate your sales pitch using Copilot email assistance and Compose emails using
improved attachment experience feature.
Enable 2024 Release Wave Features
for an Environment:
Go to Power Platform Admin Center: Log in at admin.powerplatform.microsoft.com.
You will see all the environments under your tenant listed on the dashboard.Select Environment: Click on the environment where you want to enable the release wave features.
Access Update Settings: In the environment details, click "Manage" under the update section.
Enable Features: Click "Update Now" to enable the 2022 release wave features.
Wait for Completion: The environment will update, and the status will change when the process is done.
Verify Update: Check the status to confirm that the features are enabled.
You can see the status as well
Customer Service : Elevate your sales pitch using Copilot email assistance
Using email assistance can be incredibly helpful nowadays. With Copilot, you can create personalized, high-quality emails that cater to each customer’s specific needs. Thanks to natural language processing (NLP), Copilot helps you write clear, concise, and engaging emails that connect with your audience. This can boost customer engagement, increase sales, and improve your brand’s reputation. Plus, you can tweak the tone and length of the emails to better match your customers’ preferences, helping you build stronger relationships. You can translate the content into any language and customize the suggested content before sending it out.
Sales Copilot lets you spend less time composing emails. With this feature, you can:
Select a predefined category or enter your text and Copilot will suggest content with specific prompts and actions.
Adjust the tone and length of the email.
Customize the suggested content before you send it.
Demo -
Open Any Contact or Account, create a new activity type “Email”. Explore the Copilot features.
This feature will be released into the following Microsoft Azure geographic areas: Germany Norway Singapore South Africa Switzerland United Arab Emirates United States Europe Asia Pacific United Kingdom Australia Brazil Canada India Japan France Korea
Compose emails using improved attachment experience
The enhanced attachment experience allows agents to drag and drop attachments in emails, saving time and increasing their productivity. A reminder is sent to agents if they forget to include an attachment that they've mentioned in the email subject or body.
Feature details
With the enhanced email attachment experience, agents can:
Add attachments by dragging and dropping them to the email- You can now drag and drop attachments into the email, which wasn't possible earlier.
Copy attachments from one or more emails and paste it to another email- You can copy attachments from one or more previously composed emails.
Download and attach email as an attachment to another email.
Bulk download and deletion of attachments.
See the attachment size in the appropriate units- Previously, the attachment size was only visible in bytes, but now you can see it in KB, MB, etc.
Toggle between the tile and grid views.
Export attachment details to Excel-
Receive reminders to add attachments- If you use words like “please find attached” in your email and forgot to attach a file, you'll get a reminder pop-up to add the missing attachment
Add attachments before saving an email-
Add previously used attachments - You can now add attachments that you’ve used in previous emails, which is a cool addition.
Practical demo
Open any account/Case
Create a new activity “Email” (from Related dropdown)
Click on Attach File from command bar
You can drag and drop files in Attachment grid
When I export to Excel, it provides a detailed list of all the attachments, including file names and sizes in a structured format. This feature is particularly useful when dealing with a large number of attachments, allowing users to easily manage and view the file details.
These are just a few of the exciting features coming in the 2024 Dynamics 365 Release Wave 2.
Some major features are below
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