Microsoft Dynamics CRM has introduced exciting new updates in the first wave release of 2024, enhancing both usability and functionality. In this blog, we’ll explore the standout updates to the CRM’s customer service features.
Quick Save Feature
Saving your notes in Dynamics CRM has never been easier. With the new Quick Save feature, you can now save your work using the Command+S shortcut without triggering a full form refresh. This improvement allows you to seamlessly save your progress, just like you would in other applications, without needing to navigate to the command bar to click “Save” or “Save and Close.” This streamlined process helps you stay focused and productive.
Enhanced Recipient Handling
The email sending experience in Dynamics CRM has been significantly improved with enhanced recipient handling features. You can now easily drag and drop recipients between the To, BCC, and CC fields. Additionally, you can view a recipient’s automatic response before sending your email, allowing you to anticipate out-of-office delays. You can also check the recipient’s presence status, providing insight into their availability and helping you choose the best time to reach out.
Draft Emails with CoPilot
Take advantage of Microsoft’s AI assistant, CoPilot, to draft and edit emails effortlessly. With just one click, you can generate email responses or use CoPilot as a helpful sidebar to assist you while composing your message. This AI-powered feature saves you time and enhances the quality of your email communication, making it easier to craft detailed and effective responses.
These updates in Microsoft Dynamics CRM’s latest release are designed to boost efficiency and improve the overall customer service experience.
Next Steps
Logan Consulting, a proud Microsoft partner, is committed to ensuring our clients harness the power of their CRM. Contact us today to speak to an expert.
