Contextual Email in D365 Sales Wave 2 Release


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As one of the top customer requests, Microsoft is adding contextual email communication to Microsoft Dynamics 365 Sales. It will be rolling out as part of their Microsoft D365 2019 wave 2 release plan.

Sales professionals will find a streamlined user experience in the October 2019 wave 2 release. Prior to this release, users relied on Dynamics 365's “set regarding” feature in Outlook to link incoming or outgoing emails to a lead, contact, account, or opportunity. The user then had to use hyperlinks to launch D365 for Sales from the email.


Contextual Email Communication

In the wave 2 Dynamics 365 release, contextual email communication adds a rich layer of capabilities to enhance the user experience and improve process adoption among teams. 

By setting up Outlook to open in a rich text editor and pop-up non-blocking window, sales professionals will be able to create their email while simultaneously accessing templates for commonly used communication formats, relevant content materials, and attachments.  

This wave 2 release includes the ability to have several email drafts open at the same time to coordinate messaging across several recipients and specific templates.  

Microsoft D365 Wave 2 Release

The wave 2 release includes new capabilities across multiple business applications including Dynamics 365 for Finance and Operations, Supply Chain, the Power Platform and more. Here's the breakdown of some new capabilities we are looking forward to:

Advanced Performance Monitoring for D365 Wave 2

D365 Wave 2 Features Improve Report Generation Times

New Deployment and Development Experience in D365 Wave 2

Outbound Sorting and Pallet Building

Power BI Features in D365 F&O Wave 2

Microsoft D365 & Power Platform Wave 2 Release

If you have questions about any of the wave releases in Microsoft Dynamics 365, fill out the form below and our experts will reach out to you soon.

As Vice President of Digital Transformation at Blue Horseshoe, Steve Shebuski guides businesses through their digital transformation journey. Steve has 20+ years of experience as a Program Manager/Design Lead/Project Manager implementing both Microsoft Dynamics AX / Dynamics 365 as well as tier I and tier II warehouse management and transportation software solutions. Steve's deep knowledge within the distribution industry and his innovative approach to solution architecture are the backbone of the solution implementation and deployment by Blue Horseshoe.

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