Guiding businesses through their digital transformation journey
Microsoft is adding contextual email communication to Microsoft Dynamics 365 Sales. As one of the top customer requests, contextual email is part of D365’s 2019 wave 2 release plan.
Sales professionals will find a streamlined user experience in the October 2019 release. Prior to this release, users relied on D365's “set regarding” feature in Outlook to link incoming or outgoing email to a lead, contact, account, or opportunity. The user would then use hyperlinks to launch D365 for Sales from the email.
Contextual Email Communication
In the wave 2 D365 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
Wave 2 release includes new capabilities across business applications including Dynamics 365 for Finance and Operations, Supply Chain, the Power Platform and more. You can learn more about: