Power Platform & Dynamics 365: Wave 1 2021 Top 10 in 10 Minutes

Summary

In this video, Lisa Crosby highlights the top 10 new features in Power Platform and Dynamics 365 Wave One 2021, covering tools like Dynamics 365 Customer Voice, Power Automate, and Dynamics 365 Sales. She explores improvements such as the ability to pause surveys, enhanced mobile apps, better governance reporting, AI-driven chatbots, and advanced marketing capabilities. Key innovations include a new omnichannel voice solution for customer service and a reimagined sales experience with the Pipeline Manager Workspace. Crosby emphasizes how these updates will enhance user experience, empower admins, and drive productivity across the platform.

Takeaways

• 😀 Dynamics 365 Customer Voice now allows surveys to be paused and resumed, making it easier for customers to complete long surveys.
• 😀 Power Automate has expanded its capabilities to trigger flows based on changes in Microsoft Dataverse, including Dynamics 365, opening up more options previously only available in classic workflows.
• 😀 The Dynamics 365 Sales mobile app, released in preview, offers features like one-click actions and personal contact synchronization, with more updates to come.
• 😀 Tenant scope reports for Power Apps and Power Automate now give admins a holistic view of activity across the entire tenant, making it easier to monitor performance.
• 😀 Power Virtual Agents has introduced a learning feature for bots, allowing them to improve based on user interactions, enhancing bot intelligence.
• 😀 Dynamics 365 Marketing is fully integrated with sales, allowing users to create personalized content with a simple point-and-click interface, using data from Microsoft Dataverse.
• 😀 Power Apps Model-Driven Apps now include in-app notifications for changes, reducing the need to create workflows and tasks for notifications.
• 😀 Dynamics 365 Sales introduces seller KPIs and management dashboards, providing sales managers with real-time metrics for better oversight and decision-making.
• 😀 Customer Service in Dynamics 365 now includes omnichannel voice as a native solution, eliminating the need for third-party telephony systems, and integrating with Azure for call intelligence and sentiment analysis.
• 😀 Pipeline Manager Workspace in Dynamics 365 Sales reimagines the seller's experience, offering intuitive dashboards, editable grids, and pop-up side panels to make it easier for sellers to manage their opportunities.

Q & A

What is the main feature introduced in Dynamics 365 Customer Voice in Wave 1 2021?

The main feature introduced is the ability to pause and resume a survey. This is particularly useful for long surveys, as customers can complete them at their own pace, coming back later to finish.

How does Power Automate enhance workflows in Dynamics 365 Wave 1 2021?

Power Automate now allows you to trigger flows based on events in Microsoft Dataverse, including Dynamics 365. For example, a flow can be triggered when an opportunity is closed. Additionally, a relevant search feature has been added to flows.

What new features are introduced in the Dynamics 365 Sales mobile app?

The Dynamics 365 Sales mobile app introduces one-click actions and the ability to sync personal contacts across into Dynamics 365. The app also features a range of additional functionalities to enhance user experience.

What is the significance of tenant scope reports for Power Apps and Power Automate?

Tenant scope reports allow administrators to view a comprehensive overview of Power Apps and Power Automate activities across the entire tenant, rather than just by environment. This provides a more holistic view of what's happening across the organization.

How does Power Virtual Agents improve chatbots in Wave 1 2021?

Power Virtual Agents introduces the ability for chatbots to learn and improve over time. This feature enhances the intelligence of bots by allowing them to better understand user intent and provide more relevant responses.

What new capabilities are added to Dynamics 365 Marketing in Wave 1 2021?

Dynamics 365 Marketing introduces the ability to create highly personalized content with a point-and-click interface. Users can now easily create dynamic content in emails, such as personalized images based on attributes like gender or location.

What is the main feature added to Power Apps model-driven apps in Wave 1 2021?

Power Apps model-driven apps now include in-app notifications, which notify users when changes occur in an account or other relevant data. This eliminates the need for workflows or tasks to track these changes.

What new reporting capabilities are introduced for sales managers in Dynamics 365 Sales?

Wave 1 2021 introduces enhanced sales manager dashboards, allowing them to track key performance indicators (KPIs) such as the number of calls and activities. Real-time KPIs will help managers make more informed decisions and manage their teams more effectively.

How does the omnichannel voice feature in Dynamics 365 Customer Service enhance customer support?

The omnichannel voice feature enables customer service representatives to handle voice interactions directly within the platform, without the need for a third-party telephony provider. It also brings intelligent features like sentiment analysis to enhance customer service.

What is the Pipeline Manager workspace, and why is it considered a top feature of Wave 1 2021?

The Pipeline Manager workspace is a reimagining of the seller experience in Dynamics 365 Sales. It provides a dashboard with seller KPIs, beautiful charts, and an intuitive interface with pop-up side panels and editable grids, making it easier for sellers to take action on opportunities with minimal clicks.