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Tech Insights 5 min read

Microsoft Dynamics 365: New Features Coming in the First Wave of 2023

Are you looking for new ways to streamline your business and boost your productivity? If so, you'll be happy to hear that Microsoft Dynamics 365 is getting a slew of new updates and features in the first wave of 2023. In this blog post, we'll give you a rundown of some of the new features coming in the release, so you can see how they'll benefit you and your business.

Overview and Key Dates

The first wave of Microsoft Dynamics 365 updates for 2023 is all about making businesses run more smoothly and efficiently. This release will help you do your job better as a salesperson, marketer, field service technician, accounting specialist or SMB owner.

So, what can you expect in the first wave of updates?

For starters, you'll see a revamped look for Dynamics 365 Sales. Microsoft has updated the user interface to provide an improved user experience, making it easier to find and use the features you need. You'll also see new ways to automate tasks in Dynamics 365 Marketing, such as campaign management and lead nurturing. And finally, reporting options in Dynamics 365 Finance have been improved to give you greater insights into your business performance.

Early access to this release will be available to test on January 30, 2023, and production deployment for the 2023 release wave 1 will begin on April 1st.

Now, let's take a look at some of the key features per module.

Dynamics 365 Marketing updates

The new release of Dynamics 365 Marketing is focused on automating and streamlining marketing tasks. With the 2023 wave 1, you can expect to see new automation capabilities that'll allow you to create and manage marketing campaigns more efficiently. They've also added new features like "Event Management" which will help you plan, promote and execute events more effectively (we're pretty excited to see that!). Additionally, you'll be able to track leads and conversions more easily with the new "Lead Conversion" feature. 🤩

New lead scoring builder

With automation, you'll save time and resources, and focus on campaigns that drive results. These new features will give you more visibility and insights into your campaigns, so you can make data-driven decisions - we all need that! With all of the new features and improvements, it's going to be easier than ever to build a successful marketing strategy and reach your customers where they are.

Journey effectiveness visual
Understand how marketing activities contribute to defined milestones

Dynamics 365 Sales updates

This release plan talks about the new and exciting updates coming to Dynamics 365 Sales in the first wave of 2023. You'll get access to a new and modern user interface that'll make it even easier to use. You'll be able to access all the features you need with just a few clicks.

Improved Opportunity Form
Get improved user experience with new and enhanced opportunity form

On top of that, Microsoft is also adding new features that'll help you work smarter, not harder. For example, there's a new feature called "Opportunity Insights" that'll give you a better understanding of your customer's needs and help you close deals faster. Plus, there's a new "Lead Scoring" feature that'll help you prioritize your leads based on how likely they are to convert into a sale.

Deal Manager
Manage opportunities more effectively using the new pipeline view

Overall, Dynamics 365 Sales will make your work easier, faster, and more efficient, and you'll close more deals than ever before. We hope you're as excited as our sales team!

Dynamics 365 Customer Service updates

The new features of Dynamics 365 Customer Service are all about giving users they need to succeed. With the new release, you can expect to see a fresh new user interface that makes it more user-friendly and easy to navigate.

This image shows enhanced case form during case creation mode.
Create and manage cases efficiently with enhanced case form

Microsoft is also constantly adding new features and improvements, like "Customer Insights" and "Case Routing." These will give you valuable customer data and help you prioritize and route customer cases more effectively and efficiently.

Enhanced layout for Customer Service workspace
Multitask efficiently with enhanced workspace layout

The new release is designed to improve customer service operations, provide more comprehensive customer insights, and streamline case management efforts. You'll be able to create a better customer experience, improve productivity, and increase employee satisfaction.

Dynamics 365 Field Service updates

The first wave of 2023 Dynamics 365 Field Service features improved operations and customer service. With the new release, you can expect "Resource Scheduling Optimization" to improve field service resource scheduling. Microsoft also added "Remote Assist" which allows you to collaborate remotely with field service technicians.

Frontline workers need the best digital tools to engage with peers, the back office, and customers on-field. Empowering technicians and frontline workers to perform better service and achieve high first-time fix rates is a Field Service objective. 2023 release wave 1 includes several enhancements for the mobile app.

Field Service empowers users to smoothly navigate service processes with seamless workflows and experiences. Simplified workflows mean service managers can manage work orders even easier, and make sure frontline workers successfully meet customer requirements on time.

With Resource Scheduling Optimization, you'll optimize resources and make sure the right technicians are where they're needed. The Remote Assist feature will give you the ability to remotely help your technicians, reducing downtime and improving customer service.

Overall, the new release of Dynamics 365 Field Service is all about making your field service operations more efficient and effective.

Dynamics 365 Business Central Updates

The new release of Business Central in the first wave of 2023 comes with a lot of enhancements, particularly around inventory management, budgeting, forecasting, and financial reporting. One of our top experts, Mathieu, said: "I don't remember such an interesting wave! With so many super relevant and exciting new features, this update is definitely one to look out for!" 👀

One new feature is the ability to add existing table fields to optimize your pages, available in June. A game changer that'll help you save time by not having to recreate fields that already exist in other tables. Customers can reduce time and costs by adding table fields to a page, while developers focus on more complex requests.

An illustration of adding a field from the table to a list.
Add existing table fields to optimize your pages

As of April, Business Central will let you move company setup between locations, synchronize master data, and more. Use this feature if you want to move setup from one company to another in the same environment. It's also a data synchronization engine that keeps data updated after the move. We know a lot of you have asked for it in the past. We're glad to see it become a reality!

Business Central will also be able to drag-and-drop files from your computer's file system, saving time by avoiding a file picker. Business Central's enhancement boosts productivity, but it leads to wider file uploads in future releases.

Microsoft has added the ability for developers to help users by correcting issues immediately by choosing a corrective action from the Error dialog.

Microsoft improves Business Central's integration with Power Platform by offering features that ease users' starting and efficiency. In this release, Business Central users can set up approval workflows from within the app. Additionally, Microsoft will deliver sample apps to help all Power App makers get started faster with their Power App development. Business Central applications will also notify and trigger external systems from business events.

Business events demo
Use business events to notify and trigger external systems

Users expect to self-learn and self-onboard more than before, so Microsoft is enriching standard tooltip to help self-learners understand how to use Business Central.  Microsoft Teams combines business apps with productivity apps to drive smarter work and teams. That's why 2023 release wave 1 builds upon collaborative apps.

These are just some of the highlights of Dynamics 365's first wave of 2023 updates. Are you ready to streamline your workflow and boost your productivity? Reach out to Gestisoft's team to better plan the arrival of these new and exciting features!

Are you ready to streamline your workflow and boost your productivity?

Reach out to Gestisoft's team to better plan the arrival of these new and exciting features!

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January 26, 2023 by Lukas Vézina Marketing Content Specialist

Marketing specialist working at Gestisoft since 2017, I firmly believe any subject can be interestingly presented. It just takes empathic and creative storytelling.