On January 25, 2023, we published the 2023 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, 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 our continued investment to power digital transformation for our customers and partners. 

This release wave builds on our 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.

As part of our commitment to creating great customer experiences, we 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.

Highlights from Dynamics 365 

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 centers, and Urchin Tracking Module (UTM) marketing tagging will be released in this wave to allow businesses to increase their output, organizational efficiency, and analyze 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 optimize 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 center 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 Finance is focused on enhancing organizations’ visibility into their data, continuing finance automation, and expanding out-of-the-box country coverage in Latin America. Other enhancements such as further automation of complex tax scenarios, full end-to-end automation of accounts payable and ledger settlements to expedite the close and enable talented finance users to spend more time focusing on value-added activities will also be released.

Dynamics 365 Supply Chain Management continues to deliver increased agility and resilience across the supply chain with enhancements to omnichannel sales strategies with improved ways of managing attribute-based pricing, integrated soft reservations, and optimized end-to-end process integration across Dynamics 365 Sales and Supply Chain Management. Investments to improve agility and increase efficiency for discrete manufacturers, maintenance workers, and warehouse workers will also be a focus for this wave.

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 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 Human Resources will continue to expand the human capital management (HCM) ecosystem and further investment in expanding our payroll partner network to provide broader coverage for global organizations. We will also be providing better experiences to resource managers in Project Operations by integrating employee skill, compensation, and leave information while helping employees grow their careers by bringing project and experience information back into employee profiles.  

Dynamics 365 Commerce is enabling new and updated B2B experiences, including the modeling of distributers as sellers, introducing a distributer fulfillment dashboard, and improving the out-of-the-box B2B user sign-up flow. We are revising and improving our payment flows and enabling network health checks to diagnose network-related issues that can impact point of sale (POS) uptime for POS and Store Commerce users. We will also be investing in asynchronous payment capabilities to provide support for Klarna and other “buy now, pay later” methods and ACH real-time banking.

Dynamics 365 Fraud Protection is introducing Assessments API in 2023 release wave 1 that will allow customers to define their own fraud event (in addition to the default events covered by Fraud Protection such as Purchase Protection and Account Protection). This functionality will allow customers to configure Fraud Protection to protect against fraud events specific to their businesses.

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 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 vehiclesstationary 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.

Dynamics 365 Customer Voice is investing infunctionalities 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.

Microsoft Supply Chain Center delivers improvements to organizations’ management of their supply chain by enhancing their end-to-end visibility of their supply chain, improving AI-based recommendations, and enabling them to seamlessly collaborate with their teams and suppliers on the workflow, resulting in better orchestrated business processes.

Implementation portal

We are launching a new implementation portal to provide contextual guidance and recommended practices for Dynamics 365 implementations, in order 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.

2023 release wave 1 for Dynamics 365

Check out new capabilities for Dynamics 365 with the 2023 release wave 1 plan.

Learn more

Highlights from Microsoft Power Platform 

Power BI continues to invest in empowering individuals, teams, and organizations to drive a data culture. For individuals, we’re enhancing the creation experience, bringing more parity on the web, and adding the Power Query diagram view into Power BI. For teams, we’re bringing enhancements to meetings and multitasking to help users seamlessly work with their data wherever they work.

Power Apps is focusing on reducing risk for organizations with advanced governance capabilitiesensuring easy onboarding and using low-code capabilities in a manageable way for the organization to scale. Makers and developers of all skill levels will be more productive with modern experiences to build apps, manage data, and logic. Customers will benefit from modernization of web and mobile experiences ensuring modern and fast experiences across apps.

Power Pages continues to invest in bringing more out-of-the-box capabilities to support both low-code and no-code development as well as professional developers. New features in this release will allow makers to have additional capabilities and solution templates in the design studio. Professional developers will be able to perform additional actions and work with code productively using the Microsoft Power Platform CLI tool and Microsoft Visual Studio Code, and administrators will be enabled to better manage and govern their Power Pages sites.

Power Automate is releasing new capabilities to simplify creating new flows by describing them in natural language. This, with other experience improvements for creating and authoring flows, means it’ll be easier than ever for new users to get started. These improvements include introducing work queues where automatable tasks can be viewed and managed together as well as providing simpler connectivity to a machine for desktop flows, eliminating the need for additional installs and managing password management.

Power Virtual Agents offers a new unified authoring canvas that is Microsoft’s single conversational AI studio for all bot-building needs. With the continuing integration with Microsoft Bot Framework capabilities and Microsoft Azure Cognitive Services, bot creatorsfrom subject matter experts to developersare empowered to begin building today with the public preview. The advanced authoring canvas will be generally available this wave.

AI Builder will bring document processing improvements that will include more prebuilt model capabilities like contract processing, the ability to identify personal information, and the possibility to extract field types from documents. We’re also focusing on facilitating model governance and licensing by improving our admin interfaces to make it easier to govern how AI Builder credits are used across environments, apps, and flows.

For a complete list of new capabilities, please check out the Dynamics 365 2023 release wave 1 plan and the Microsoft Power Platform 2023 release wave 1 plan. 

2023 release wave 1 for Microsoft Power Platform

The first release wave of the year offers many new features and enhancements for Microsoft Power Platform.

Learn more

Early access period 

Starting January 30, 2023, customers and partners will be able to validate the latest features in a non-production environment. These features include user experience enhancements that will be automatically enabled for users in production environments during April 2023. To take advantage of the early access period, try out the latest updates in a non-production environment and effectively plan for your customer rollout. To take advantage of the early access period, try out the latest updates in a non-production environment, and effectively plan for your customer rollout. Check out the 2023 release wave 1 early access features for Dynamics 365 and Power Platform or visit the early access FAQ page.

View the latest product updates and release highlights, and share your feedback in the community forums via Dynamics 365 or Power Platform. 

The post 2023 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.

Data is one of the key resources to making informed, contextual decisions. Without data, without being able to measure telemetry and usage, it’s challenging to identify areas of improvement. But it’s not just the data itself that matters, it’s that this data is actionable, helping users understand not only the what, but also the how and why. With Dynamics 365 Sales product usage reports, we’re happy to offer administrators and sales managers the ability to get data at their fingertips.

The new feature allows sales managers and sales administrators to track the usage of Contacts, Opportunities, Leads and Accounts (COLA entities) by their sellers. With this information, they will be able to make critical decisions about the work processes within their teams. For example, they will be able to see which teams use the COLA entities less than others, and double-down on expanding CRM usage best practices to those teams. In another example, managers, with the help of product usage reports, will be able to easily identify the top performing sellers in terms of using the application, for rewarding or benchmark purposes.

Understand seller performance with product usage reports.

The Dynamics 365 Sales product usage insights are Power BI embedded dashboards, that allow sales managers, sales administrators and other users to view the usage of COLA entities within the application. They can easily understand and assess the performance of sellers with respect to various transactional sales entities.

Sales managers can easily access the dashboards with a simple enable switch. Sales administrators or managers can also provide permissions to access these dashboards further to other users, based on configuration.

At this stage, we are releasing the following dashboards:

• Opportunity usage
• Lead usage
• Account usage
• Contact usage

Each dashboard can be divided into three broad sections.

• Filters Slice and dice the data to have different views. Filtering parameters include data range, business unit, roles, manager name etc.
• KPI charts Summarize KPIs for the specified date and the percentage change during the period. This view includes a trend to show how the KPI is doing in the selected timeframe compared with the previous timeframe. A green upward triangle indicates an improvement in the score, and a red downward triangle indicates a decline in the score.
• Metric charts A detailed view of the individual values of records. For example, created date, status, and who created and converted the record.

Gain insights on how sellers work

On top of the benefits of the Dynamics sales usage reports to sales managers mentioned above, there are also benefits for sales administrators.

Sales administrators can analyze the Create, Read, Update, and Delete (CRUD) operations that sellers perform on their COLA entities. To help this analysis, the usage report dashboards have the following charts:

• CRUD operations over a period To help the admin user to understand the usage of COLA entities by the sellers.
• Users contributing to the CRUD operations To allow the admin user to easily find the usage of leads and opportunities by sellers or groups of sellers.
• Top users contributing to CRUD operations To help the admin user to identify the top performing sellers in terms of using the sales entities.
• Leads & Opportunity overtime chart To help understand the qualification/win rate of the entities over a period of time.

Next steps

Learn more about the sales usage reports: View and understand sales usage reports | Microsoft Learn

Enable reports by following the instructions: Enable sales usage reports for sales managers | Microsoft Learn

The post Optimize Dynamics 365 Sales product usage with new reports! appeared first on Microsoft Dynamics 365 Blog.

The past couple years have been challenging for many customer service organizations. Meeting customers’ rising expectations and adapting to their evolving needs within a volatile economic landscape has been a herculean effort. Businesses are investing more in measuring the impact of their customer service, and the investment is paying dividends. In fact, it’s becoming more about the total customer experience and transforming the business models to create effortless experiences for both customers as well as employees. By 2026, Gartner predicts that 60 percent of large enterprises will use total experience to transform their business models to achieve world-class customer and employee advocacy levels.¹ This growing acknowledgment is a positive indicator that service is finally recognized as a core business value driver as support teams became pivotal in retaining customer loyalty and winning new customers throughout the COVID-19 pandemic.

But are service organizations ready to face challenges and equipped to provide this level of service at scale? Customer service leaders are turning to modernizing technology and digitization, such as Microsoft Dynamics 365 Customer Service, to provide high-quality customer service experiences.  

Five trends to modernize customer service

1. Recognize and quickly connect with customers

Modern customer service means showing up for your customers on the channel of their choice. Customers increasingly expect companies to offer a robust service experience right in their favorite channel. With each social channel representing diverse customer segments, engaging across these channels offers countless opportunities to deliver excellent service.

• 63 percent of customers expect companies to offer customer service via their social media channels, and 90 percent of social media users have already used social media as a way to communicate with a brand or business.²

The Omnichannel for Customer Service add-in for Microsoft Dynamics 365 Customer Service offers a wide variety of social engagement options for customers to engage on their preferred channel. Now with 2022 release wave 2, we’ve added Apple Messages for Business to our list of social messaging apps. This rich messaging can be used to generate interactive content and experiences that all take place within the messages application. And remember, when you enable agents to respond using the customer’s channel of choice, it drives brand engagement, creates a positive experience, and builds customer loyalty.

When engaging on social, always remember that you are not interacting with just one customer issue, but a wider audience that may not have context around a customer’s challenge. With an increasing number of eyes on you, it’s crucial to respond with precision, empathy, and quality.

2. Help customers help themselves with self-service

Intelligent self-service empowers customers to conveniently secure answers when and how they want, and this online, anytime support option is growing in popularity with customers. Business-to-business (B2B) and business-to-consumer (B2C) customers are likely to search for an answer to an issue within a knowledge base, online community, or portal before reaching out to a customer support agent. These critical self-service capabilities free up your agents to focus on high-priority, complex issues, and drive customer satisfaction.

• In a McKinsey survey of customer care leaders, nearly two-thirds of respondents who successfully decreased their call volumes identified improved self-service as a key driver.³

AI-powered chatbots are leading the charge in intelligent self service. Bots serve as the first point of contact for customers, alleviate customer frustrations from long wait times, and provide around-the-clock, immediate online support.

With the right service solution, bots can be deployed as conversational interactive voice responses (IVRs) equipped with natural language processing. A direct benefit of this intelligent, human-like conversation experience, paired with around-the-clock availability, is increased resolution speed. A quick response to a problem can be the difference in keeping a customer or having them pivot to a competitor.

• By 2027, chatbots will become the primary customer service channel for roughly a quarter of organizations, according to Gartner.⁴

AI and machine learning advancements continue to make bots even more powerful and more efficient in understanding and conversing with customers. The use of bots in customer service is likely to expand as the technology becomes more and more democratized.

3. Personalize and drive brand loyalty

Customers want businesses to quickly recognize them as individuals and tailor their customer support experiences. Personalization isn’t only about knowing your customers and their histories, it means being able to understand and accordingly respond to their sentiment in real time. The ideal solution creates interactions based on each customer’s profile, which uses their current and past interactions and user data to customize the experience. It can be as simple as greeting a customer by their name and pulling up their order automatically by an email address or phone number, or it can mean taking the first step and implementing proactive customer care.

This trend in personalizing customer service demonstrates the value of the relationship to the customer, enhancing CSAT and strengthening loyalty, while significantly impacting the company’s bottom line.

• 63 percent of consumers expect personalization as a standard of service and believe they are recognized as an individual when sent special offers.⁵

• 80 percent of customers are more likely to make a purchase when businesses provide a customized experience.⁶

Improving Customer Satisfaction with AI

Learn how AI is helping customer service leaders drive higher customer satisfaction scores.

Read about it

4. Improve agent productivity

• In the past two years, customer service leaders have seen a dramatic shift in the number of employees working from homeup to 85% of their workforces in some cases.⁷

With agents working from more places than ever, they need new ways to find experts who can help them solve customer challenges. The right data at the right time is key to empowering agents to meet customers’ needs quickly and accurately. However, as omnichannel customer profiles grow, agents need tools that proactively surface insights that matter in the moment.

Advancements in AI technology, especially natural language understanding, enable real-time analysis of conversations and the ability to surface real-time insights and knowledge. Agents can be alerted to similar cases and successful resolution steps, along with knowledge suggestions customized for the current context. All of these capabilities help agents solve customer issues more quickly, improving resolution rates and customer satisfaction.

5. Optimize with automation and run your business lean

Many customer service leaders are making it a priority to transform their departments from cost centers to growth centers. At the same time, they face continuous pressure to keep costs down.

Unifying tools onto a single, cloud-based platform reduces redundancy and enables cost flexibility to meet changing business conditions. If that platform has an open architecture and no-code/low-code development capabilities, the time and cost of development can be dramatically reducedputting innovation within reach across the organization.

Building tomorrow

These are just a few of the trends in customer service, but one thing is for sure: customer service is evolving rapidly. The real challenge is being able to serve customers wherever they are and making sure every customer interaction is captured and available in a single profile for the support agent to use in resolving customer issues.

Microsoft is listening. We’re continually adapting and innovating to provide service leaders with the tools you need to consistently deliver exceptional customer service. We continue to invest in features like self-service, bots, social engagement, and agent productivity tools that bring value to you, your customer service organization, and most of all, to your customers. Our goal is to build intuitive, sophisticated, easy-to-use tools that enhance your service delivery and empower your service representatives to exceed customer and organizational expectations.

Our service product roadmap is filled with new features and innovations that will take your service experience to the next level, differentiate your brand, and ultimately help you rise as a leader in your industry.

Learn more

Learn more about Dynamics 365 Customer Service, and check out Apple Messages for Business.

End notes

¹Gartner webinar, The Total Experience Strategy for Better Retail Digital Interactions. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

²180+ Social Media Marketing Stats You Can’t Ignore (2023), Dreamgrow.com.

³The state of customer care in 2022 and beyond, McKinsey, 2022.

⁴ Gartner Press Release, Gartner Predicts Chatbots Will Become a Primary Customer Service Channel Within Five Years, July 27, 2022. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

⁵Consumers expect personalization, reveals report, Retail Customer Experience.

⁶New Epsilon research indicates 80% of consumers are more likely to make a purchase when brands offer personalized experiences, Epsilon Research.

⁷The state of customer care in 2022 and beyond, McKinsey, 2022.

The post 5 customer service trends to watch in 2023 appeared first on Microsoft Dynamics 365 Blog.

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it’s there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions.

We’re excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from their calls: 

• Call categorization automatically categorize and tag short calls, making it easier to sift through large numbers of recordings and find valuable information. 
• Question detection track all questions asked during customer conversations. Thus allowing salespeople to understand their customers’ concerns, areas for follow up, and help managers identify trending questions and coaching opportunities. 

Let’s dive into each one to learn more. 

Call categorization

Call categorization introduces a revolutionary way to manage call recordings and learn more about leads, as well as assist managers with identifying coaching opportunities within their teams. 

It is common for sales teams and contact centers to conduct many calls which are not successfully connected. This can lead to an overload of irrelevant data in call recording tables and a lot of noise for a seller and manager to wade through when reviewing calls for follow-up or best practice sharing. To address this issue, Dynamics 365 Sales conversation intelligence is introducing the Call categorization feature that automatically categorizes and tags short calls with 4 categories: 

• Voicemail when a call reaches the customer’s voicemail. 
• Contact unavailable when the person the seller is trying to reach is not available at that time. 
• Reschedule request when the lead asks for a quick raincheck. 
• Unwanted call for those calls where the customers requested to not be contacted again. 

Once the calls are tagged, it becomes easy for sellers, managers, and operations to identify and exclude irrelevant call data. Sales teams can save time by not having to hunt for calls. Instead, with call categorization, they can review relevant conversations to follow up on and share as best practice or learnings.

Question detection

When in the flow of a conversation multiple questions could be asked but the seller may not tackle them all within the call. Dynamics 365 Sales conversation intelligence now tracks all questions raised by customers and sellers during customer conversations. These are readyfor review and follow up almost immediately after the call has ended.

The new feature includes a “Questions” section in each call/meeting summary. The section tracks all questions asked during the call and groups them by customer or seller. This allows sellers and sales managers to easily locate and quickly jump to listen to a specific question within the conversation. By doing so, they gain a more in-depth understanding of the interaction. 

With this insight documented, sellers can quickly drill into customers’ objections and concerns. In addition, they can review those open items for action. 

Next steps

With these productivity enhancements sellers can focus on engaging customers knowing their systems are working hard to remove complexity and optimize their sales conversation follow ups.  

To get started, enable the public preview of the Call categorization feature: First-run setup experience for conversation intelligence in sales app | Microsoft Learn 

Learn more about the Question detection feature: View and understand call summary page in the Dynamics 365 Sales Hub app | Microsoft Learn 

Learn more about conversation intelligence:Improve seller coaching and sales potential with conversation intelligence | Microsoft Learn 

Enable conversation intelligence in your organization:First-run setup experience for conversation intelligence in sales app | Microsoft Learn 

If you are not already a Dynamics 365 Sales customer and want to know more, take a tour andstart your free trial today. 

The post Optimize sales conversation follow-ups in two easy steps appeared first on Microsoft Dynamics 365 Blog.

Telemetry is a crucial tool in monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users’ experience. New warehousing telemetry data in Dynamics 365 Supply Chain Management helps provide insight into the activities and general health of your Warehouse Management tenants and devices, so that you can diagnose problems and analyze operations that affect performance.

With Warehouse Management Application Insights telemetry, you’ll be able to answer questions like these:

• What’s the state of the Warehouse Management mobile app and the devices it runs on? Are battery usage and network communication latency where you expect them to be, and if not, why not?
• How are your warehouse processes performing, including the time it takes to release to the warehouse and process waves? What’s the location directive processing time? How many locations are being retrieved?

Answering these kinds of questions can help you make informed decisions about potential improvements in efficiency and automation. Does a process need to be reconfigured, or duplicate or obsolete configurations removed? Can a manual process be automated? Don’t guess; know, with Warehouse Management telemetry data.

Warehousing telemetry data is part of Application Insights

Telemetry data is collected and processed using Application Insights. Warehouse Management Application Insights telemetry is a diagnosis tool that’s available now in Dynamics 365 Supply Chain Management.

The 10.0.29 release of Dynamics 365 Supply Chain Management supports Application Insights telemetry for the Warehouse Management mobile app. The 10.0.31 release supports Supply Chain Management warehouse processes, including wave processing, work creation, and more.

To use Warehouse Management telemetry, you’ll need to configure an Application Insights resource and enable Supply Chain Management to send it telemetry data.

View the warehousing telemetry data

Telemetry data is stored in Azure Monitor Logs in the customEvents table. View the collected data by writing Log queries in the Kusto Query Language (KQL).

Here’s a simple example:

1. In the Azure portal, open your Application Insights resource.
2. On the Monitoring menu, select Logs.
3. On the New Query tab, enter the following code to view the last 100 custom events:
   customEvents
   | take 100
   | sort by timestamp desc

For more examples of how to work with KQL, answers to frequently asked questions, and tips for using Supply Chain Management telemetry data with Excel, Power Automate, Power BI, PowerShell, and more, check the Supply Chain Management telemetry repository on GitHub.

Transform the telemetry data? There’s an app for that

You can use an out-of-the-box Power Apps template to easily connect your Warehouse Management Application Insights telemetry data to your Power BI workspace.

Here’s just some of the data you’ll find in the template:

• Mobile app processing time (rendering, latency, backend processing), by device, by day, by hour of day
• Mobile app network latency, breakdown per 100 ms, 99th percentile, percent slower than 1 second, by location, by city, by day, by hour of day
• Mobile device rendering speed, by device, by power source, by day, by hour of day
• Mobile device battery usage, drain per hour, hours on battery, battery remaining when recharging, by device, by day, by hour of day
• Backend next page preparation time, by work execute mode, by step, by day, by hour of day
• Backend image preparation time, by image, by day, by hour of day
• Location directive performance, location evaluated, by work order type, by work type, by day, by hour of day, demand per item
• Wave processing, by wave, by day, by hour of day; filter by load, order, or shipment

Application Insights billing and alerts

Application Insights is billed based on the volume of telemetry data that your application sends (data ingestion) and the length of time that you want data to be available (data retention). See Azure Monitor pricing.

You can easily configure the system to send you an Azure Monitor alert if something occurs in your environment or application that requires immediate action.

Learn more

Read the documentation:

• Enable warehousing telemetry with Application Insights – Supply Chain Management | Dynamics 365 | Microsoft Learn
• Monitor Warehouse Management usage and performance – Supply Chain Management | Dynamics 365 | Microsoft Learn

Not yet a Dynamics 365 Supply Chain Management customer? Take a guided tour and start a free trial!

The post Warehousing telemetry now available in Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.

Taking time to speak with customers remains one of the best ways to build relationships and close deals faster. However, in a digital world it is often difficult to secure that moment of interaction. So when that moment happens, it is critical to focus on the conversation. Capturing valuable insights and next steps is a distraction at this precious time. Microsoft Dynamics 365 Sales conversation intelligence continues to harness AI technology to assist salespeople with just that it’s there as your chief note taker. Master conversation follow ups by uncovering value from each call and gaining a deeper understanding of your customer interactions.

We’re excited to introduce two new features designed to save time and allow users to quickly access the most relevant and valuable insights from their calls: 

• Call categorization automatically categorize and tag short calls, making it easier to sift through large numbers of recordings and find valuable information. 
• Question detection track all questions asked during customer conversations. Thus allowing salespeople to understand their customers’ concerns, areas for follow up, and help managers identify trending questions and coaching opportunities. 

Let’s dive into each one to learn more. 

Call categorization

Call categorization introduces a revolutionary way to manage call recordings and learn more about leads, as well as assist managers with identifying coaching opportunities within their teams. 

It is common for sales teams and contact centers to conduct many calls which are not successfully connected. This can lead to an overload of irrelevant data in call recording tables and a lot of noise for a seller and manager to wade through when reviewing calls for follow-up or best practice sharing. To address this issue, Dynamics 365 Sales conversation intelligence is introducing the Call categorization feature that automatically categorizes and tags short calls with 4 categories: 

• Voicemail when a call reaches the customer’s voicemail. 
• Contact unavailable when the person the seller is trying to reach is not available at that time. 
• Reschedule request when the lead asks for a quick raincheck. 
• Unwanted call for those calls where the customers requested to not be contacted again. 

Once the calls are tagged, it becomes easy for sellers, managers, and operations to identify and exclude irrelevant call data. Sales teams can save time by not having to hunt for calls. Instead, with call categorization, they can review relevant conversations to follow up on and share as best practice or learnings.

Question detection

When in the flow of a conversation multiple questions could be asked but the seller may not tackle them all within the call. Dynamics 365 Sales conversation intelligence now tracks all questions raised by customers and sellers during customer conversations. These are readyfor review and follow up almost immediately after the call has ended.

The new feature includes a “Questions” section in each call/meeting summary. The section tracks all questions asked during the call and groups them by customer or seller. This allows sellers and sales managers to easily locate and quickly jump to listen to a specific question within the conversation. By doing so, they gain a more in-depth understanding of the interaction. 

With this insight documented, sellers can quickly drill into customers’ objections and concerns. In addition, they can review those open items for action. 

Next steps

With these productivity enhancements sellers can focus on engaging customers knowing their systems are working hard to remove complexity and optimize their sales conversation follow ups.  

To get started, enable the public preview of the Call categorization feature: First-run setup experience for conversation intelligence in sales app | Microsoft Learn 

Learn more about the Question detection feature: View and understand call summary page in the Dynamics 365 Sales Hub app | Microsoft Learn 

Learn more about conversation intelligence:Improve seller coaching and sales potential with conversation intelligence | Microsoft Learn 

Enable conversation intelligence in your organization:First-run setup experience for conversation intelligence in sales app | Microsoft Learn 

If you are not already a Dynamics 365 Sales customer and want to know more, take a tour andstart your free trial today. 

The post Optimize sales conversation follow ups in 2 easy steps!   appeared first on Microsoft Dynamics 365 Blog.