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Microsoft Dynamics 365 Release Wave 1 Plans for 2023

Microsoft Dynamics 365 Release Wave 1 Plans for 2023

Delivering a Unified Customer Experience.  

Microsoft launch their plans for Dynamics 365 2023 Release Wave 1 and the great news is that we now have a Dynamics 365 Release Planner portal where you can filter, sort, search, share and much more – so, let’s take a look at some of the product updates now and check out some great new capabilities for the  Dynamics 365 Customer Experience.

On January 25, 2023, Microsoft published the 2023 release wave 1 plans for Microsoft Dynamics 365 , a compilation of new capabilities planned to be released between April 2023 and September 2023. This first release wave of the year offers hundreds of new features and enhancements, demonstrating Microsoft’s continued investment to power digital transformation for customers and partners.

This release wave builds on Microsoft’s commitment to create applications and experiences that add value to every role by breaking down silos between data, insights, and people. New capabilities empower new ways to make informed decisions with AI-guided insights and suggested actions, easier ways to automate tasks and processes, and collaboration seamlessly integrated into the flow of work, plus, new low-code ways for anyone to build solutions.

Microsoft Dynamics 365 Highlights:

Dynamics 365 Marketing – delivers connected sales and marketing capabilities to enable marketers and sellers to act as a unified team and accelerate their pipelines. New features such as a new business-to-business (B2B) analytics dashboard, frequency capping, multiple email recipient activation, emails timeline, customizable preference centres, and Urchin Tracking Module (UTM) marketing tagging will be released in this wave to allow businesses to increase their output, organizational efficiency, and analyse the impact of their campaigns to reach higher levels of marketing maturity.

Dynamics 365 Sales  – brings new features such as enhanced sequence capabilities supporting personalized and account-based engagement, actionable AI-powered suggestions within the seller workflow, an updated form layout, and new opportunity management workspace. Additionally, enhanced email templates, content suggestions and text message capabilities, as well as various new abilities to create, loop, and optimise sales sequences will be released during this wave.

Dynamics 365 Customer Service – empowers agents to work more efficiently with enhancements to voice features, unified routing, embedded Microsoft Teams collaboration, and elements of the agent workspace such as the case form, timeline, and conversation control. Throughout this wave, we will continue to invest in AI across the contact centre with intelligent-suggested replies and robust real-time analytics with customization.

Dynamics 365 Field Service – is continuing to improve the new schedule board for dispatchers this wave. We are also supporting our frontline workers by allowing them to see their appointments in Outlook, find information faster through improved global search, and recognize improvements in performance and reliability on the mobile app.

Dynamics 365 Project Operations – is continuing to invest in capabilities to empower project managers and project teams with new features like expanding the project budgeting and time-phased forecasting to resource/non-stocked deployment modes and completely lighting up the core experiences for expense management on the web and mobile form factors. Across-the-board investments in performance and usability with an uptake of modern and fluent controls in sales, billing and pricing, and subcontracting experiences are also targeted for this release wave.

Dynamics 365 Customer Voice  – is investing in functionalities to unblock key scenarios for customers and is focusing on improving the overall usage experience along with the architecture evolution and stability fixes for survey owners and responders. We will focus on delivering features such as the transfer ownership of an orphan project in case a project owner has left the organization, as well as allowing survey responders to record partial survey responses.

Dynamics 365 Business Central – will continue developing enhanced finance capabilities for intercompany transactions as well as several improvements to the warehouse management area to make customers’ processes more efficient. More default setup data will also be provided during this wave to expedite customers’ onboarding procedures. Furthermore, Microsoft Power Platform and Microsoft 365, including Teams, capabilities will be improved enabling better reporting, automation, and collaboration opportunities.

Dynamics 365 Guides – will continue investing in capabilities to improve collaboration experiences for users on HoloLens 2. Key updates include improvements in handling incoming calls, join settings, and more accurate mixed reality annotations will also be coming in this wave. We will also be adding new holographic workflows and features like the ability to manipulate a hologram as an operator and taking a photo while in a guide.

Dynamics 365 Customer Insights – will bring enhancements such as improved data interoperability and governance features allowing the ability to control and restrict access to data, configurations, and actions; an increased maturity around application lifecycle management and enterprise lifecycle management; increased activation capabilities through tighter integration with Microsoft Dataverse; and will receive navigational guidance, AI-powered suggestions, and task assistance increasing the depth of insights obtained from the product with less time investment.

Dynamics 365 Connected Spaces – delivers alerts and notifications via Teams or Outlook when business AI-skills detect actionable patterns within a space containing vehicles—stationary or mobile. Throughout this wave, improvements will be released enabling customers to use the Microsoft Azure Stack HCI devices for configuring Connected Spaces to run AI models at the edge in addition to the existing Microsoft Azure Stack Edge devices.

Implementation portal

Microsoft are  launching a new implementation portal to provide contextual guidance and recommended practices for Dynamics 365 implementations, to enable greater success once implementations go live. This portal is based on the Success by Design for Dynamics 365 framework put together by the FastTrack for Dynamics 365 team.

Microsoft Dynamics 365 Release Planner

As part of our commitment to creating great customer experiences, Microsoft have introduced a new way to interact with release plans. The Release Planner for Dynamics 365 and Microsoft Power Platform enables users to view and manage release plans across all active waves in a unified and interactive interface while giving them the option to personalize, filter, sort, and share these plans.

Click Here to see all of the Microsoft Dynamics 365 Release Plan Updates for Spring 2023


Dynamics 365 Customer Experience – Watch the Highlights:  

In this video, see the highlights of some of the new capabilities that will be released for Dynamics 365 Marketing, Dynamics 365 Customer Insights, Dynamics 365 Sales, and Dynamics 365 Commerce in 2023 Release Wave 1.

These new features will help companies provide a seamless, consistent, and well unified experience to their customers by breaking down the barriers between Sales and Marketing and reacting to emerging trends in real time to meet the needs of a new generation of informed buyers.

Watch the Video New and see how you can improve the Customer Experience with Microsoft Dynamics 365 



If you are looking to enhance the Customer Experience, have any questions? need assistance? or want to hear how we are helping our Customer Success Stories with Microsoft Dynamics 365 CRM Customer Experience Solutions – please contact us, we are here to help!


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