Job Code: MT/ISE/20240807
Location: Kochi
Are you an experienced Inside Sales Executive in Kochi? Metadata Technologies is looking for candidates willing to do what it takes to leave an impression in a sales and business development role. This is a great opportunity to promote enterprise-class technologies and be a part of an award-winning Microsoft Partner Company for CRM Solutions.
Microsoft Business Applications launched its 2024 release wave 2, introducing new functionalities and improvements for Microsoft Dynamics 365, Power Platform, and specialized Microsoft Copilot offerings from October 2024 to March 2025. These enhancements include advanced Copilot features for Microsoft 365 Copilot for Sales, Service, and Finance. They aim to empower your workforce, streamline business processes, and improve customer engagement.
Watch the Microsoft Business Applications Launch Event for all the highlights and demos. You’ll discover how some of the top businesses across the globe are using the recently revealed features to inspire innovation.
According to Microsoft’s analysis, 2.1 million users engage with Copilot across Microsoft business platforms each month. These Copilot experiences, while maintaining high standards of privacy, security, and compliance, have the potential to unlock new levels of productivity and efficiency.
In the future, AI-first enterprises will comprise agents, Copilot, and people. Copilot serves as a personalized AI assistant, allowing users to create, manage, and connect agents through Microsoft Copilot Studio. Organizations will utilize a network of agents to coordinate business activities.
These agents will vary from simple prompt-and-response systems to fully autonomous entities, acting on behalf of individuals, teams, or functions. Copilot serves as the interface for interacting with these agents, which manage sales orders, automate supply chains, and enhance lead generation.
At the Business Applications Launch Event, Microsoft showcased new features from Dynamics 365 and Power Platform, highlighting the capabilities of copilots and agents.
Microsoft Dynamics 365 customer experience apps are designed to offer tailored experiences for customers and employees. In the 2024 release wave 2, these apps will gain exciting new capabilities. These enhancements aim to streamline sales processes within your company and improve client relations.
The 2024 release introduces key features across Microsoft Dynamics 365 Customer Service, Microsoft Dynamics 365 Contact Center, and Microsoft Dynamics 365 Sales. These include:
1) Copilot-Generated Prompts: AI-driven real-time suggestions for better decision-making.
2) In-line Email Functionality: Simplifies client communication directly within the platform.
3) Multilingual Bot Support: Expands customer interactions across various languages.
These advancements streamline operations and elevate client engagement, transforming how companies handle both internal processes and customer relations.
During the launch event, a real-life use case showcased an organization utilizing the multilingual Copilot Studio bot in Dynamics 365 Customer Service. By employing AI voice recognition and Copilot-generated prompts, the company reduced client wait times and sped up case resolution.
The seamless data sharing between service and sales teams helped cut case review times while keeping sales teams informed. This integration improved customer service and enhanced collaboration across departments.
Copilot’s smart automation allows sales managers to focus on building stronger client relationships instead of being bogged down by administrative tasks. By automating processes and providing actionable insights, Microsoft Copilot boosts sales team productivity and drives business growth.
Key features include:
1) Sales Qualification Agent: Helps identify and qualify leads more efficiently.
2) Real-Time Prompts: Offers timely suggestions during interactions with clients.
3) Copilot-Generated Account Summaries: Delivers concise summaries for informed decision-making.
Discover the Dynamics 365 Contact Center, Dynamics 365 Sales, and Dynamics 365 Customer Service release plans.
Missed the Business Applications launch event? Watch it here.
Significant improvements enhance Microsoft Dynamics 365 ERP solutions, focusing on both core features and unique capabilities. Five autonomous agents have been added to Dynamics 365 to enhance organizational efficiency and streamline processes. Businesses can concentrate more on strategic decision-making and adjust to the ever-changing market environment by automating repetitive processes.
A highlighted use case involved a well-known manufacturer of outdoor consumer products that has seen increased productivity through enhancements in Dynamics 365 Finance.
The Account Reconciliation Agent automatically identifies discrepancies between ledgers and sub-ledgers, providing helpful suggestions and minimizing manual effort. Additionally, automated bank reconciliation has improved accuracy and saved time by matching transactions and summarizing histories. These features have streamlined the month-end close process across multiple legal entities, enhancing productivity and compliance.
Over 40,000 customers have benefited from enhancements in Microsoft Dynamics 365 Business Central. The Sales Order Agent allows companies to efficiently process sales orders without extra staff, speeding up order processing while ensuring service quality.
Furthermore, the integration between Dynamics 365 Business Central and Microsoft Dynamics 365 Field Service has simplified service order management. This interoperability has reduced errors and manual data entry, allowing technicians to work more productively, which in turn enhances client satisfaction and ensures timely service delivery.
Discover the next releases for Dynamics 365 Business Central, Dynamics 365 Finance, Dynamics 365 Project Operations, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Human Resources.
Microsoft Power Platform has introduced AI-powered tools that enhance automation and app development. Microsoft Copilot enables businesses to work more efficiently by streamlining workflows, creating apps, and supporting complex processes. With these new features, organizations can quickly develop comprehensive solutions.
At the launch event, the speakers showcased how Applied Information Sciences (AIS) uses AI-enabled features in Microsoft Power Automate to boost workforce productivity in vendor invoice management. AIS automates tasks like routing and approvals with Copilot, handling high volumes of invoices daily, which reduces manual input and increases efficiency. Users can easily adjust workflows, and the new summary feature ensures updates are clearly tracked and shared.
AIS supports ongoing training with Copilot in Microsoft Power Apps through its onboarding program for new consultants. The AI-enabled paste tool simplifies onboarding forms by minimizing manual data entry. The “Search with Copilot” feature allows users to retrieve records using natural language queries.
Additionally, Copilot Studio improves IT Helpdesk automation by assigning tasks and utilizing knowledge management to integrate third-party data sources. This enhances accuracy and supports a continuous improvement process while providing analytics for tracking agent performance.
Discover the upcoming releases for Copilot Studio, Power Automate, Microsoft Power Pages, and Power Apps.
Recent updates to Microsoft 365 Copilot for Sales, Service, and Finance aim to enhance customer experience by automating repetitive tasks and leveraging autonomous agents for actionable insights. By offloading mundane operations to these advanced features, sales teams, customer support agents, and finance specialists can focus on strategic objectives. As a result, organizations can boost overall productivity and maximize efficiency.
For instance, Microsoft 365 Copilot for Sales and Finance has saved time drastically for businesses. Through automated reconciliation, Genpact was able to reduce payroll processing time by over 50%, while Lumen claimed a 94% reduction in research time for sales data. These improvements show how Copilot agents are boosting employee productivity in addition to streamlining processes.
Schneider Electric is another company benefiting from these advancements. With the Lead Intelligence Agent, which analyzes customer interactions and external data, the sales team can efficiently prioritize leads. This streamlined approach allows salespeople to engage more strategically with prospects, ultimately boosting productivity and revenue.
Discover Microsoft Copilot for Finance, Microsoft Copilot for Service, and Microsoft Copilot for Sales‘ release plans.
Learn about the latest developments in Dynamics 365, Microsoft Power Platform, and Microsoft Copilot apps at the on-demand Microsoft Business Applications Launch Event. In case you missed the live event, watch the event here. Comprehensive demos of new autonomous agents and other features to improve workflows and expedite operations.
If you missed the earlier releases, remember to go over the Dynamics 365 and Microsoft Power Platform schedules in detail. Stay updated on the features and enhancements. And use the release planner to draft your own customized release schedule so you have the know-how to take full advantage of these new features.
For more details on how Microsoft Dynamics 365 can help your organization with the right technology – Microsoft Copilot and AI, reach out to us.
Creative marketing strategies are necessary in today’s marketing landscape to find the right prospects and build relationships with them. Microsoft Dynamics 365 Customer Insights and Journeys can be used to manage a company’s complete marketing strategy.
By using Customer Insights, businesses can now quickly and easily develop multi-channel marketing campaigns that incorporate text messages, emails, web interactions, events, and bespoke channels. These solutions increase customer engagement on several channels.
Dynamics 365 Customer Insights can compile information from various sources, including website interactions, and CRM systems. Businesses may obtain thorough insights into their customers’ behaviors, preferences, and interactions across various touchpoints.
Dynamics 365 Customer Insights fosters strong alignment between marketing and sales teams. Marketing efforts are seamlessly integrated with sales processes, ensuring that leads generated through marketing campaigns are effectively followed up by the sales team. Dynamics 365 Customer Insights and the CRM work seamlessly as one database, allowing for efficient triggers, automation, email campaigns, and more. For example, teams can easily assign activities or tasks to sales team members, such as making follow-up calls. This alignment enhances lead conversion rates and drives better business outcomes.
The three most important components to consider while using Dynamics 365 Customer Insights – Journeys are Who, What, and When.
1. Who: This represents your audience. Audiences are those segments that meet specific criteria, grouping contacts based on age, location, or income.
2. What: Decide what kind of message to send—whether it’s an email, push notification, or text message. You can use these channels alone or together in a single campaign.
3. When: Timing matters. Choose when to send messages or set triggers that automatically send communications based on customer actions or events.
Choosing the right target market is essential to any marketing strategy’s success. Two of the most crucial tools Dynamics 365 Customer Insights – Journeys provides for precisely defining and communicating with your target consumers are marketing lists and segments.
• Marketing Lists: You can target contacts, accounts, or leads directly with them. Although they aren’t as complex as segments, they are nonetheless effective for short-term tasks like sending large volumes of tailored emails.
• Marketing Segments: These are more advanced, grouping contacts based on firmographics, demographics, or actions like sending emails or showing up to events. Segments help tailor marketing strategies to different target audiences.
By using Dynamics, businesses can effectively segment their clientele and execute targeted marketing campaigns that appeal to the tastes and actions of their target market.
When you begin a customer journey, you should focus on two things:
Determine which contact group you want to reach out to with your marketing campaigns.
For example, a real estate firm uses Dynamics 365 Customer Insights – Journeys to identify possible purchasers of luxury real estate. They compile a list of individuals who have previously expressed interest in or visited open houses for luxurious properties. In this manner, they can showcase properties that fit their budget and interests in individualized emails sent to these prospective purchasers.
Develop and implement relevant marketing activities, like email campaigns, that align with your campaign’s overall objectives and plan.
For instance, the real estate company develops a marketing campaign to sell a recently listed luxury home using Dynamics 365 Customer Insights – Journeys. They send targeted emails to their list of potential customers. These emails describe the house, photos, and virtual tours. By automating this, the company makes sure that every potential client receives relevant information on time, increasing the possibility that viewings and offers will be made.
In addition to basic journey automation, Dynamics 365 Customer Insights – Journeys enables real-time marketing with trigger-based and segment-based journeys:
a) Trigger-based journeys: React instantly to customer actions, such as opening emails or submitting forms, to deliver relevant and timely marketing communications.
For instance, during an open house, the real estate company collects contact information from individuals interested in luxury properties. Using Dynamics 365 Customer Insights – Journeys, they produced trigger-based journeys. Suppose a potential buyer registers for more details on their website. In that case, an automated follow-up email with more details about the property and a thank-you note is sent immediately. This timely response maintains the interest and involvement of the potential consumer.
b) Segment-Based Journeys: Target marketing efforts on particular client segments to create customized and audience-resonant campaigns.
For example, a real estate company finds a group of first-time buyers who are drawn to suburban locations. They use Dynamics 365 Customer Insights – Journeys to develop a segment-based journey. This journey distributes emails that include financing choices, listings of appropriate properties, and advice for first-time buyers.
This is a powerful tool that may completely transform your marketing campaigns. Here’s how:
Generate and identify potential sales opportunities as leads. It helps you score these leads, so you know which ones to focus on, ensuring your sales team spends time on the most promising prospects.
Organize your contacts into logical groups that align with your marketing strategies. By defining these segments, you can target your campaigns more effectively, reaching the right audience with the right message.
Create personalized marketing emails that comply with legal and deliverability requirements. This ensures that your messages reach the intended recipients and resonate with them, increasing engagement and response rates.
Easily create landing pages to collect information from both new and existing contacts. The data gathered can be stored directly in your organizational database, helping you build a richer profile of your customers.
Design fully automated customer journeys that integrate email messaging, landing pages, and multiple paths managed by interactive triggers. This ensures a seamless and personalized experience for your customers at every touchpoint.
Plan and manage marketing events with ease. Define the event type, build schedules, secure sponsors, and manage event registrations all within Dynamics 365. This comprehensive event management capability streamlines the process, making your events more successful and easier to handle.
By using this, you can enhance your marketing strategies, improve customer engagement, and drive better results for your business.
As a Gold Microsoft Partner, Metadata Technologies is a 100% CRM-focused company with 20 years of experience providing Customer Relationship Management solutions for business enterprises across the globe.
To implement the latest features in Dynamics 365 Customer Insights, connect with us.
Job Code: MT/ISA/20240807
Location: Kochi
Looking for an Inside Sales Associate role in Kochi? Metadata Technologies is looking for candidates willing to do what it takes to leave an impression in a sales and business development role. A great opportunity to learn sales skills and promote enterprise-class technologies. Be a part of an award-winning Microsoft Partner Company for CRM Solutions.
Job Code: MT/TC/20240322
Location: Kochi
We are looking for an experienced Dynamics 365 CRM Technical Consultant in Kochi to join our team. The ideal candidate should possess strong expertise in customizing and configuring Microsoft Dynamics 365 CRM solutions for diverse business needs.
Job Code: MT/FC/20240802
Location: Kochi
We are looking for an experienced Dynamics 365 CE Functional Consultant in Kochi to join our team. The ideal candidate should possess strong expertise to design, implement, and optimize CRM solutions for diverse business needs. The role comes with an opportunity to relocate to Dubai after successful completion of probation.
Job Code: MT/FC/20240726
Location: Dubai
We are seeking an experienced Dynamics 365 CE Functional Consultant in Dubai to join our team. The ideal candidate should possess strong expertise to design, implement, and optimize CRM solutions for diverse business needs. The consultant will play a critical role in translating business requirements into effective solutions within the Dynamics 365 CE platform.
Job Code: MT/BDE/20240802
Location: Dubai
We are looking for a smart business development executive in Dubai to collaborate with us to build solid pipelines & boost sales for Property-xRM.
Job Code: MT/ACA/20240802
Location: Dubai
We are looking for dynamic professionals who have proven experience as an office admin, office assistant, Accounts cum Admin in Dubai, or any similar role.
Microsoft Dynamics 365 2024 releases will be available from April through September in wave 1.
The release wave 1 brings strong new features to Dynamics 365 Sales, Customer Service, and Field Services, utilizing the strength of Microsoft’s cloud infrastructure and AI capabilities. These changes will redefine consumer interaction, streamline business processes, and boost productivity.
In this blog, we will delve into the key innovations in Microsoft Dynamics 365 2024 releases.
Microsoft’s next-gen AI can change the way sales, marketing, and customer service teams work together. Let’s see how the latest releases in Copilot can transform business processes:
Now with Copilot, marketers can tell the system what outcome they want to achieve. For instance, type into the Copilot to create a campaign to generate 200 leads from the existing customers list. In minutes, they receive a new project board. The project board provides a central location to manage these key elements of a campaign like the audience, mail content, and customer journey.
The integration of Typeface in Microsoft Copilot allows for the creation of personalized images for your brand, tailored to different audiences. With this feature, you can isolate branded elements from images and generate or edit around them. You can easily edit images using prompts within Copilot, requiring no special photo editing skills.
Copilot combines data from customer insights, with experiences from Teams, Outlook, and Word. With the help of Copilot the seller has all the info in one place including pipeline, suggested actions, deals and progresses, real-time insights on key accounts, and so on. This helps the salesperson to personalize customer engagement.
Using natural language, the seller can ask Copilot to find the leads with a high probability of making a purchase. It then shows the list of leads that had some kind of recent activity with the company. From there, the seller can select a lead by clicking on it and Copilot automatically presents to the seller the lead summary.
With the help of Copilot, the seller drafts a personalized invitation email and can attach documents from the same screen without the need to exit the application. Once the receiver accepts the invitation, the seller receives a recommended action to qualify the lead and book the meeting.
Users can utilize Copilot to automate the creation of meeting recaps and summaries. It uses AI to highlight key sales action items and update opportunities with insights captured from the meeting directly from the summary page.
Watch the latest releases in Dynamics 365 Sales and Customer Insights linked below:
With this release, the new additions are as follows:
Use field service within the Teams app to manage incoming work orders. Instead of manually assigning the work to a technician, Copilot can recommend one by looking at the right combination of skill location and availability.
The technician can now receive the work order through his mobile app. It includes details like service address, customer contracts, and other info about the job. Rather than reading through everything, he can ask Copilot to generate a summary of the work to be done. The summary gives technician key account information like equipment needs, operating hours, additional service opportunities, and so on.
The Microsoft Dynamics 365 2024 release offers the feature of adding external contractors as frontline workers. Field Service now enables businesses to integrate and manage external contractors alongside their internal frontline workers within the platform. This allows for streamlined coordination and allocation of tasks to both internal staff and external contractors.
Watch the latest releases in Dynamics 365 Field Service linked below:
The Microsoft Dynamics 365 2024 releases in Customer Service are:
This feature uses AI to draft knowledge articles more efficiently. For instance, customers frequently ask a customer service agent about setting up a new product. Instead of writing a knowledge article from scratch, the agent can use Copilot to draft the article. The agent simply describes the setup process in natural language, and Copilot generates a well-structured draft, which the agent can then refine and publish.
If this feature is enabled in the Customer Service admin center, automatic prompts provide contextual suggestions to agents. For instance, agents can use Copilot to draft emails by selecting from predefined prompts that include common support activities such as “suggest a call,” “request more information,” “empathize with feedback,” or “resolve the customer’s problem”.
You can now use Microsoft Copilot for Service with your external CRM. Connect to external data sources, and you can use them across Copilot to ensure agents have a consistent experience anywhere they ask for a service-related question.
This feature facilitates matching the customer with an agent based on factors like sentiments, skills, language, workload, and real-time availability.
Microsoft Dynamics 365 2024 releases have brought to the forefront the transformative role of Copilot in empowering employees across various business functions. A significant 68% of Copilot users have reported that it helps them jumpstart their creative process. 70% of users have acknowledged that Copilot has boosted their productivity.
This release wave has also seen the expansion of Copilot into specific business functions, providing tailored assistance for different roles. This includes the introduction of Microsoft Copilot for Sales, Microsoft Copilot for Customer Service, and Field Service.
To implement the latest features in Dynamics 365 across Sales, Customer Service, and Field Service, connect with us.