The 2022 fall release for
Automated hand-offs to sales
Users will now be able to create sales activities, such as tasks and phone calls, directly from the Dynamics 365 Marketing module. This ensures the members of your sales team follow up with leads at the right time, improving your conversion rate.
Thanks to this new feature, your organization will enjoy more flexibility in its choice of channels and the customer experience it provides. Custom channels, for example apps like WhatsApp, can be added along with built-in channels such as emails, text messages, and push notifications.
Microsoft Teams chats as activity in the timeline
The various Teams chats associated to a given record will now be displayed directly in the timeline. This will provide users with more visibility on past interactions, and they will also be able to search the timeline for better access to information.
Sharing records in Dynamics 365 App for Outlook
A new Dynamics 365 messaging extension for Outlook will make it even easier to share Dynamics 365 records. Indeed, it will now be possible to insert them as information cards that display key data directly from the body of the email.
Using dynamic text in signature templates
This feature facilitates the creation and management of signature templates with the use of dynamic slugs. Instead of typing out user information such as name and title, the system will automatically fill out this information based on the slugs inserted into the template.
Thanks to automated callbacks, customers can retain their spot in the queue and get a call back instead of having to wait. This feature can drastically increase customer satisfaction by eliminating long waits over the phone.
As always, Microsoft is committed to the continuous improvement of its business applications, and we at JOVACO are looking forward to seeing these new Dynamics 365 features in action! Thanks to these improvements, users will be able to facilitate their daily tasks and organizations can provide a higher level of service to their customers.
By JOVACO Solutions,
About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit