Up next in 10
Dynamics 365 Sales Wave 2 2024: Top 10 Features - Microsoft Business Application Ep. 23
Aug 6, 2025
Join this live session with Mahender Pal and Venkata Subbarao for the next episode of Microsoft Business Application Live Show on August 30 at 10:00 PM (IST).
In this session, we will be giving a walkthrough on the Dynamics 365 Sales Wave 2 2024: Top 10 Features.
• Immersive homepage
• Get a 360-degree view with an account AI-generated summary
• Work efficiently using AI-powered action suggestions
• Streamline sales process with sales document summary
• Manage customer objections in real time
• Update CRM direction from the post-meeting insights page
• Create opportunities from sales meeting summary
• Create follow-up emails from meeting summary
• Monitor and alert sellers on adherence to the playbook
• See improved contact insights in Outlook
• Summarize and save notes into CRM directly from OneNote
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[Music]
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[Music]
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greetings everyone welcome once again to
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greetings everyone welcome once again to
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greetings everyone welcome once again to that Microsoft business application so
0:43
that Microsoft business application so
0:43
that Microsoft business application so so which is you know uh hosted by C Shar
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so which is you know uh hosted by C Shar
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so which is you know uh hosted by C Shar Corner Community so here we talk about
0:49
Corner Community so here we talk about
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Corner Community so here we talk about that Dynamics 365 first party app and
0:51
that Dynamics 365 first party app and
0:51
that Dynamics 365 first party app and Power
0:52
Power
0:52
Power Platform today uh we are you know taking
0:56
Platform today uh we are you know taking
0:56
Platform today uh we are you know taking little bit change with our traditional
0:58
little bit change with our traditional
0:59
little bit change with our traditional uh you know uh episode that we do where
1:02
uh you know uh episode that we do where
1:02
uh you know uh episode that we do where we talk about that first party app and
1:04
we talk about that first party app and
1:04
we talk about that first party app and you know Power Platform today we are
1:06
you know Power Platform today we are
1:06
you know Power Platform today we are going to talk about that the feature set
1:08
going to talk about that the feature set
1:09
going to talk about that the feature set up that is you know going to release
1:10
up that is you know going to release
1:10
up that is you know going to release very soon okay so let me uh little bit
1:15
very soon okay so let me uh little bit
1:15
very soon okay so let me uh little bit so here this is the I have just put that
1:18
so here this is the I have just put that
1:18
so here this is the I have just put that uh in slide here for that agenda because
1:20
uh in slide here for that agenda because
1:20
uh in slide here for that agenda because we are going to talk about this uh wave
1:22
we are going to talk about this uh wave
1:22
we are going to talk about this uh wave two only so we will discuss that what
1:26
two only so we will discuss that what
1:26
two only so we will discuss that what are the you know top feature that's
1:28
are the you know top feature that's
1:28
are the you know top feature that's coming uh and we will will be getting
1:30
coming uh and we will will be getting
1:30
coming uh and we will will be getting very soon in the Dynamics 365 or power
1:33
very soon in the Dynamics 365 or power
1:33
very soon in the Dynamics 365 or power plate form okay so this is what we are
1:37
plate form okay so this is what we are
1:37
plate form okay so this is what we are going to discuss today so before jumping
1:39
going to discuss today so before jumping
1:39
going to discuss today so before jumping into that uh you know main topic here
1:42
into that uh you know main topic here
1:42
into that uh you know main topic here let's have a quick introduction about
1:44
let's have a quick introduction about
1:44
let's have a quick introduction about ourself so as you can see here myself
1:47
ourself so as you can see here myself
1:47
ourself so as you can see here myself Mahindra and I have my friend Benita
1:49
Mahindra and I have my friend Benita
1:49
Mahindra and I have my friend Benita with me we both are Microsoft MVPs and
1:52
with me we both are Microsoft MVPs and
1:52
with me we both are Microsoft MVPs and you know working with Dynamics CRM more
1:55
you know working with Dynamics CRM more
1:55
you know working with Dynamics CRM more than 10 years now so we both are Shear
1:58
than 10 years now so we both are Shear
1:58
than 10 years now so we both are Shear Corner MVPs as well
2:00
Corner MVPs as well
2:00
Corner MVPs as well so you know here uh we will be today we
2:03
so you know here uh we will be today we
2:03
so you know here uh we will be today we will be talking about 10 features the
2:05
will be talking about 10 features the
2:05
will be talking about 10 features the first five features I will be talking
2:06
first five features I will be talking
2:07
first five features I will be talking about and then I will pass over mik to
2:09
about and then I will pass over mik to
2:09
about and then I will pass over mik to my friend Vita and he will be taking
2:10
my friend Vita and he will be taking
2:10
my friend Vita and he will be taking care of the rest of the five
2:12
care of the rest of the five
2:12
care of the rest of the five features
2:14
features
2:14
features okay so let's uh jump into the first
2:18
okay so let's uh jump into the first
2:18
okay so let's uh jump into the first slide and
2:19
slide and
2:20
slide and uh let me uh you know before uh going
2:24
uh let me uh you know before uh going
2:24
uh let me uh you know before uh going into much detail let me give you a
2:25
into much detail let me give you a
2:25
into much detail let me give you a little bit idea about that what is
2:28
little bit idea about that what is
2:28
little bit idea about that what is dynamic 365 wave two here basically so
2:33
dynamic 365 wave two here basically so
2:33
dynamic 365 wave two here basically so Microsoft released major feature updates
2:37
Microsoft released major feature updates
2:37
Microsoft released major feature updates for Dynamics 365 first party apps as
2:40
for Dynamics 365 first party apps as
2:40
for Dynamics 365 first party apps as well as for the Power Platform okay so
2:43
well as for the Power Platform okay so
2:43
well as for the Power Platform okay so they have basically you know two times
2:46
they have basically you know two times
2:46
they have basically you know two times in the year where they release these so
2:49
in the year where they release these so
2:49
in the year where they release these so they release on the April and then they
2:51
they release on the April and then they
2:51
they release on the April and then they release on the October okay so these are
2:54
release on the October okay so these are
2:54
release on the October okay so these are the two uh time mostly when we uh get
2:58
the two uh time mostly when we uh get
2:58
the two uh time mostly when we uh get these major features but before
3:02
these major features but before
3:02
these major features but before releasing to that you know for the
3:04
releasing to that you know for the
3:04
releasing to that you know for the public use they release beforehand these
3:08
public use they release beforehand these
3:08
public use they release beforehand these where we can see that what is coming
3:09
where we can see that what is coming
3:10
where we can see that what is coming into that release and some of them are
3:12
into that release and some of them are
3:12
into that release and some of them are you know basically on the preview which
3:14
you know basically on the preview which
3:14
you know basically on the preview which means that it's not for sure that we are
3:17
means that it's not for sure that we are
3:17
means that it's not for sure that we are going to get those features it maybe
3:20
going to get those features it maybe
3:20
going to get those features it maybe that you know due to some technical
3:22
that you know due to some technical
3:22
that you know due to some technical reason or due to some any other region
3:24
reason or due to some any other region
3:24
reason or due to some any other region Microsoft can also you know remove those
3:26
Microsoft can also you know remove those
3:27
Microsoft can also you know remove those set of features okay there are some
3:29
set of features okay there are some
3:29
set of features okay there are some features which is available before the
3:33
features which is available before the
3:33
features which is available before the release on the you know pre-release like
3:35
release on the you know pre-release like
3:35
release on the you know pre-release like we can you know see that on our
3:37
we can you know see that on our
3:37
we can you know see that on our environment so if we are setting up the
3:39
environment so if we are setting up the
3:39
environment so if we are setting up the trial environment we can see some of the
3:41
trial environment we can see some of the
3:41
trial environment we can see some of the features and we can see you know play
3:43
features and we can see you know play
3:43
features and we can see you know play with them how it works and what are
3:45
with them how it works and what are
3:45
with them how it works and what are their functionalities and some of them
3:47
their functionalities and some of them
3:47
their functionalities and some of them are also even uh that uh the that you
3:52
are also even uh that uh the that you
3:52
are also even uh that uh the that you know that schedule is for that October
3:54
know that schedule is for that October
3:54
know that schedule is for that October but some of the feature it may release
3:57
but some of the feature it may release
3:57
but some of the feature it may release after that October as well that some of
3:59
after that October as well that some of
3:59
after that October as well that some of the future maybe you know there will be
4:01
the future maybe you know there will be
4:01
the future maybe you know there will be available for the public on the November
4:04
available for the public on the November
4:04
available for the public on the November December or maybe you know J as well so
4:07
December or maybe you know J as well so
4:07
December or maybe you know J as well so it depending on that uh you know feature
4:09
it depending on that uh you know feature
4:09
it depending on that uh you know feature to feature but in a high level we have
4:12
to feature but in a high level we have
4:12
to feature but in a high level we have these two timings where we get this in
4:15
these two timings where we get this in
4:15
these two timings where we get this in April and in October
4:18
April and in October
4:18
April and in October okay so let's start with the first
4:21
okay so let's start with the first
4:21
okay so let's start with the first feature where we have this
4:24
feature where we have this
4:24
feature where we have this 360° view of that account okay so uh let
4:29
360° view of that account okay so uh let
4:29
360° view of that account okay so uh let me take you you a little bit back when
4:31
me take you you a little bit back when
4:31
me take you you a little bit back when you know uh in our one of our episode we
4:34
you know uh in our one of our episode we
4:34
you know uh in our one of our episode we discussed about the co-pilot feature for
4:36
discussed about the co-pilot feature for
4:36
discussed about the co-pilot feature for Dynamics 365 sales app we discussed that
4:41
Dynamics 365 sales app we discussed that
4:41
Dynamics 365 sales app we discussed that how you know we can enable those feature
4:43
how you know we can enable those feature
4:43
how you know we can enable those feature for the sales app where we can you know
4:46
for the sales app where we can you know
4:46
for the sales app where we can you know uh if you want to see that what is the
4:47
uh if you want to see that what is the
4:47
uh if you want to see that what is the summary of your opportunity entity if
4:50
summary of your opportunity entity if
4:50
summary of your opportunity entity if you want to see that you know uh OPP
4:53
you want to see that you know uh OPP
4:53
you want to see that you know uh OPP summary of your lead entity okay so you
4:56
summary of your lead entity okay so you
4:56
summary of your lead entity okay so you can configure some set of fields there
4:58
can configure some set of fields there
4:58
can configure some set of fields there and then based on those fields you can
5:00
and then based on those fields you can
5:00
and then based on those fields you can see that okay what is the summary and
5:02
see that okay what is the summary and
5:02
see that okay what is the summary and you can get that quickly on that that
5:04
you can get that quickly on that that
5:04
you can get that quickly on that that what is happening with your opportunity
5:06
what is happening with your opportunity
5:06
what is happening with your opportunity okay if there is any updates are done or
5:09
okay if there is any updates are done or
5:09
okay if there is any updates are done or if there is anything you know due that
5:10
if there is anything you know due that
5:10
if there is anything you know due that you need to complete uh on the time so
5:13
you need to complete uh on the time so
5:13
you need to complete uh on the time so all these information that will be there
5:15
all these information that will be there
5:15
all these information that will be there on the opportunity right so on the
5:18
on the opportunity right so on the
5:18
on the opportunity right so on the similar track now we have this 360° view
5:22
similar track now we have this 360° view
5:22
similar track now we have this 360° view of the account that we are going to get
5:25
of the account that we are going to get
5:25
of the account that we are going to get with the new feature which will be
5:27
with the new feature which will be
5:27
with the new feature which will be basically you know released on the
5:29
basically you know released on the
5:29
basically you know released on the public for that you know October so here
5:32
public for that you know October so here
5:32
public for that you know October so here on that you can see that we have a
5:35
on that you can see that we have a
5:35
on that you can see that we have a screen here and we will click on that so
5:37
screen here and we will click on that so
5:37
screen here and we will click on that so it will give you the 360 view of the
5:39
it will give you the 360 view of the
5:39
it will give you the 360 view of the customer so it will include all the
5:41
customer so it will include all the
5:41
customer so it will include all the related information so let's take an
5:43
related information so let's take an
5:43
related information so let's take an example you know when you are
5:45
example you know when you are
5:45
example you know when you are specifically you are a salesperson or
5:47
specifically you are a salesperson or
5:47
specifically you are a salesperson or you deal you know day-to-day work on
5:50
you deal you know day-to-day work on
5:50
you deal you know day-to-day work on that with different different customers
5:51
that with different different customers
5:52
that with different different customers so you follow up different customers or
5:54
so you follow up different customers or
5:54
so you follow up different customers or you know you are dealing and getting
5:56
you know you are dealing and getting
5:56
you know you are dealing and getting some data from them or maybe just
5:59
some data from them or maybe just
5:59
some data from them or maybe just updating them and that you know that's
6:01
updating them and that you know that's
6:01
updating them and that you know that's what the next step they need to take so
6:03
what the next step they need to take so
6:03
what the next step they need to take so depending on the situation it may be
6:05
depending on the situation it may be
6:05
depending on the situation it may be that you are dealing with the different
6:06
that you are dealing with the different
6:06
that you are dealing with the different different customers right and if you
6:09
different customers right and if you
6:09
different customers right and if you want to get quickly you know overview of
6:12
want to get quickly you know overview of
6:12
want to get quickly you know overview of the account or you quickly want to see
6:14
the account or you quickly want to see
6:14
the account or you quickly want to see that what is happening on this account
6:16
that what is happening on this account
6:16
that what is happening on this account and what is like all that other uh
6:18
and what is like all that other uh
6:18
and what is like all that other uh things uh you know that is related
6:21
things uh you know that is related
6:21
things uh you know that is related entities and all those so you can see
6:23
entities and all those so you can see
6:23
entities and all those so you can see that under that account summary so it
6:26
that under that account summary so it
6:26
that under that account summary so it will give you you can see here under the
6:27
will give you you can see here under the
6:27
will give you you can see here under the chart it will give you the you know
6:30
chart it will give you the you know
6:30
chart it will give you the you know graphic as well which will you can you
6:32
graphic as well which will you can you
6:32
graphic as well which will you can you know it's kind of a data inside that it
6:34
know it's kind of a data inside that it
6:34
know it's kind of a data inside that it will give you that okay that's what
6:37
will give you that okay that's what
6:37
will give you that okay that's what happening with your you know uh uh
6:40
happening with your you know uh uh
6:40
happening with your you know uh uh customer account form and what is
6:42
customer account form and what is
6:42
customer account form and what is happening with the data so you don't
6:44
happening with the data so you don't
6:44
happening with the data so you don't need to go to that every field and every
6:46
need to go to that every field and every
6:46
need to go to that every field and every section and look into that it may be
6:48
section and look into that it may be
6:48
section and look into that it may be that you know there are different tabs
6:50
that you know there are different tabs
6:50
that you know there are different tabs available there are different sections
6:52
available there are different sections
6:52
available there are different sections available so you know you can decide
6:54
available so you know you can decide
6:54
available so you know you can decide that what are the features like what are
6:56
that what are the features like what are
6:56
that what are the features like what are the fields that you want to you know
6:58
the fields that you want to you know
6:58
the fields that you want to you know include just like on that we had that
7:00
include just like on that we had that
7:00
include just like on that we had that you know on the opportunity and the lead
7:03
you know on the opportunity and the lead
7:03
you know on the opportunity and the lead where we can configure that Fields so
7:05
where we can configure that Fields so
7:05
where we can configure that Fields so similarly we should be able to configure
7:07
similarly we should be able to configure
7:08
similarly we should be able to configure that here as well and then it will give
7:10
that here as well and then it will give
7:10
that here as well and then it will give you that complete 360 view of the
7:13
you that complete 360 view of the
7:13
you that complete 360 view of the account to get your data inside about
7:16
account to get your data inside about
7:16
account to get your data inside about this particular customer so that's the
7:18
this particular customer so that's the
7:19
this particular customer so that's the one feature that's we are getting uh in
7:21
one feature that's we are getting uh in
7:21
one feature that's we are getting uh in that uh New Wave uh
7:27
to and now uh I'm sorry I'm not sure
7:30
to and now uh I'm sorry I'm not sure
7:30
to and now uh I'm sorry I'm not sure what's happening this uh title is uh
7:33
what's happening this uh title is uh
7:33
what's happening this uh title is uh when I'm sharing it it's becoming very
7:35
when I'm sharing it it's becoming very
7:35
when I'm sharing it it's becoming very small here but now the another feature
7:39
small here but now the another feature
7:39
small here but now the another feature this is the lead qualification process
7:42
this is the lead qualification process
7:42
this is the lead qualification process this lead qualification process if you
7:44
this lead qualification process if you
7:45
this lead qualification process if you have been you know working with Dynamic
7:47
have been you know working with Dynamic
7:47
have been you know working with Dynamic sales app you must be aware of that when
7:50
sales app you must be aware of that when
7:50
sales app you must be aware of that when you are working with the lead entity and
7:52
you are working with the lead entity and
7:52
you are working with the lead entity and you want to move to the next stage then
7:54
you want to move to the next stage then
7:55
you want to move to the next stage then we have a option to qualify that lead so
7:57
we have a option to qualify that lead so
7:57
we have a option to qualify that lead so that you can convert that lead into
8:00
that you can convert that lead into
8:00
that you can convert that lead into opportunity okay and while converting
8:02
opportunity okay and while converting
8:02
opportunity okay and while converting that lead into opportunity we also need
8:05
that lead into opportunity we also need
8:05
that lead into opportunity we also need to set up your customer and the Conta
8:08
to set up your customer and the Conta
8:08
to set up your customer and the Conta because when we are creating that
8:10
because when we are creating that
8:10
because when we are creating that opportunity to create that opportunity
8:12
opportunity to create that opportunity
8:12
opportunity to create that opportunity customer is the required so that is the
8:14
customer is the required so that is the
8:14
customer is the required so that is the customer is a key field there which you
8:16
customer is a key field there which you
8:16
customer is a key field there which you have to fill before creating that
8:19
have to fill before creating that
8:19
have to fill before creating that opportunity okay so there are different
8:21
opportunity okay so there are different
8:21
opportunity okay so there are different different use cases here so it may be
8:24
different use cases here so it may be
8:24
different use cases here so it may be that you are getting uh this lead
8:26
that you are getting uh this lead
8:26
that you are getting uh this lead totally new and you have not worked this
8:28
totally new and you have not worked this
8:28
totally new and you have not worked this customer earlier this is totally new
8:30
customer earlier this is totally new
8:30
customer earlier this is totally new customer to you and when you are going
8:32
customer to you and when you are going
8:32
customer to you and when you are going to qualify it you want to create a new
8:34
to qualify it you want to create a new
8:34
to qualify it you want to create a new customer report you want to create a new
8:36
customer report you want to create a new
8:36
customer report you want to create a new contact report the contact record is
8:38
contact report the contact record is
8:39
contact report the contact record is basically the contact person from that
8:41
basically the contact person from that
8:41
basically the contact person from that organization and then of course the
8:43
organization and then of course the
8:43
organization and then of course the opportunity that's basically the next
8:45
opportunity that's basically the next
8:45
opportunity that's basically the next stage of the sales process right or it
8:48
stage of the sales process right or it
8:48
stage of the sales process right or it may be that this is the second lead or
8:51
may be that this is the second lead or
8:51
may be that this is the second lead or maybe that you know other lead that you
8:54
maybe that you know other lead that you
8:54
maybe that you know other lead that you are getting for that existing customer
8:56
are getting for that existing customer
8:56
are getting for that existing customer so you already doing business with this
8:58
so you already doing business with this
8:58
so you already doing business with this customer and they have some new
9:00
customer and they have some new
9:00
customer and they have some new requirement and then they sent you that
9:02
requirement and then they sent you that
9:02
requirement and then they sent you that inquiry that okay we are also looking
9:04
inquiry that okay we are also looking
9:04
inquiry that okay we are also looking this kind of feature or maybe we are
9:06
this kind of feature or maybe we are
9:06
this kind of feature or maybe we are also interested uh this product that you
9:08
also interested uh this product that you
9:08
also interested uh this product that you already have so then this lead is
9:11
already have so then this lead is
9:11
already have so then this lead is basically Associated to the existing
9:13
basically Associated to the existing
9:13
basically Associated to the existing customer right so now this lead
9:17
customer right so now this lead
9:17
customer right so now this lead qualification dialogue that we can see
9:19
qualification dialogue that we can see
9:19
qualification dialogue that we can see here then we will configure this and
9:21
here then we will configure this and
9:21
here then we will configure this and this is available on the
9:23
this is available on the
9:23
this is available on the early this is basically early
9:26
early this is basically early
9:26
early this is basically early configuration that is available early
9:28
configuration that is available early
9:28
configuration that is available early access is there so you can do that if
9:30
access is there so you can do that if
9:30
access is there so you can do that if you want to you know check this feature
9:32
you want to you know check this feature
9:32
you want to you know check this feature you can set up a quick trial and under
9:34
you can set up a quick trial and under
9:34
you can set up a quick trial and under that trial you can configure this
9:36
that trial you can configure this
9:36
that trial you can configure this feature and you can see that how this uh
9:38
feature and you can see that how this uh
9:38
feature and you can see that how this uh qualification lead qualification process
9:40
qualification lead qualification process
9:40
qualification lead qualification process is basically all about so under this
9:43
is basically all about so under this
9:43
is basically all about so under this when you will click on that button you
9:44
when you will click on that button you
9:45
when you will click on that button you will get this uh dialogue just like the
9:47
will get this uh dialogue just like the
9:47
will get this uh dialogue just like the quick create type of dialogue here we
9:49
quick create type of dialogue here we
9:49
quick create type of dialogue here we have this drop down under that drop down
9:51
have this drop down under that drop down
9:51
have this drop down under that drop down we have a option that you want to create
9:53
we have a option that you want to create
9:53
we have a option that you want to create a new account or you want to use any any
9:56
a new account or you want to use any any
9:56
a new account or you want to use any any existing one okay and similar to the
9:59
existing one okay and similar to the
9:59
existing one okay and similar to the contact as well where you can also
10:01
contact as well where you can also
10:01
contact as well where you can also select that you want to create new
10:02
select that you want to create new
10:02
select that you want to create new contact or there is any existing contact
10:05
contact or there is any existing contact
10:05
contact or there is any existing contact that you want to associate while
10:06
that you want to associate while
10:06
that you want to associate while creating this opportunity or while
10:08
creating this opportunity or while
10:08
creating this opportunity or while creating this account or that and then
10:11
creating this account or that and then
10:12
creating this account or that and then you can select this opportunity here
10:14
you can select this opportunity here
10:14
you can select this opportunity here which is basically coming from the
10:15
which is basically coming from the
10:15
which is basically coming from the automatically it will take uh you know
10:17
automatically it will take uh you know
10:18
automatically it will take uh you know the name from the lead so whatever uh
10:20
the name from the lead so whatever uh
10:20
the name from the lead so whatever uh information that you have entered on the
10:22
information that you have entered on the
10:22
information that you have entered on the lead so it will take that description
10:24
lead so it will take that description
10:24
lead so it will take that description and based on that it will set up that
10:26
and based on that it will set up that
10:26
and based on that it will set up that lead and here you have that Now new
10:30
lead and here you have that Now new
10:30
lead and here you have that Now new feature is that you can create multiple
10:32
feature is that you can create multiple
10:32
feature is that you can create multiple opportunities so you can also create
10:34
opportunities so you can also create
10:34
opportunities so you can also create that if you want to create more than one
10:36
that if you want to create more than one
10:36
that if you want to create more than one opportunity so it can be very helpful
10:38
opportunity so it can be very helpful
10:38
opportunity so it can be very helpful when like you know when depending on the
10:42
when like you know when depending on the
10:42
when like you know when depending on the scenario let's say you have two three
10:43
scenario let's say you have two three
10:43
scenario let's say you have two three opportunities where you do different
10:45
opportunities where you do different
10:45
opportunities where you do different kind of negotiations and one opportunity
10:48
kind of negotiations and one opportunity
10:48
kind of negotiations and one opportunity let's say this negotiation is over you
10:50
let's say this negotiation is over you
10:50
let's say this negotiation is over you want to close this and you want to work
10:52
want to close this and you want to work
10:52
want to close this and you want to work on the second opportunity so depending
10:54
on the second opportunity so depending
10:54
on the second opportunity so depending on the different different business
10:55
on the different different business
10:55
on the different different business scenario you may require you know
10:58
scenario you may require you know
10:58
scenario you may require you know creating multiple opportunity and so
11:00
creating multiple opportunity and so
11:00
creating multiple opportunity and so that is the feature that is very useful
11:02
that is the feature that is very useful
11:02
that is the feature that is very useful if you are in that type of practice and
11:05
if you are in that type of practice and
11:05
if you are in that type of practice and you usually create multiple opportunity
11:08
you usually create multiple opportunity
11:08
you usually create multiple opportunity from the same lead so this feature is
11:11
from the same lead so this feature is
11:11
from the same lead so this feature is going to help you
11:14
here okay
11:17
here okay
11:17
here okay now and this is also this will be
11:19
now and this is also this will be
11:19
now and this is also this will be available on the October as a public
11:23
available on the October as a public
11:23
available on the October as a public release and this is the another feature
11:27
release and this is the another feature
11:27
release and this is the another feature where basically
11:29
where basically
11:29
where basically we can do the grouping based on the
11:32
we can do the grouping based on the
11:32
we can do the grouping based on the fields and we have also option to do the
11:36
fields and we have also option to do the
11:36
fields and we have also option to do the aggregation okay so if you have you know
11:40
aggregation okay so if you have you know
11:40
aggregation okay so if you have you know worked with Dynamics uh s any any sales
11:43
worked with Dynamics uh s any any sales
11:43
worked with Dynamics uh s any any sales uh app or any other first party here you
11:46
uh app or any other first party here you
11:46
uh app or any other first party here you know that we have a basically two type
11:48
know that we have a basically two type
11:48
know that we have a basically two type of out of the box we have basically two
11:50
of out of the box we have basically two
11:50
of out of the box we have basically two type of view that is available one is
11:52
type of view that is available one is
11:52
type of view that is available one is the read only and another one is the
11:54
the read only and another one is the
11:54
the read only and another one is the editable grid okay so in the read only
11:58
editable grid okay so in the read only
11:58
editable grid okay so in the read only one if you see that this option is
12:01
one if you see that this option is
12:01
one if you see that this option is basically grouping is the new thing that
12:04
basically grouping is the new thing that
12:04
basically grouping is the new thing that is added it this option was already
12:07
is added it this option was already
12:07
is added it this option was already there on the editable grid in the while
12:09
there on the editable grid in the while
12:09
there on the editable grid in the while you will configure that editable grid
12:10
you will configure that editable grid
12:10
you will configure that editable grid there is a option where you can say that
12:13
there is a option where you can say that
12:13
there is a option where you can say that okay I want to get this uh you know
12:16
okay I want to get this uh you know
12:16
okay I want to get this uh you know feature on the group bu so can I can you
12:20
feature on the group bu so can I can you
12:20
feature on the group bu so can I can you know do the grouping based on the
12:21
know do the grouping based on the
12:22
know do the grouping based on the particular
12:24
particular
12:24
particular field
12:26
field
12:26
field sorry but this is the new feature which
12:29
sorry but this is the new feature which
12:29
sorry but this is the new feature which is basically added on the uh read only
12:33
is basically added on the uh read only
12:33
is basically added on the uh read only view so when you will click on the any
12:35
view so when you will click on the any
12:35
view so when you will click on the any of the field here you can see that we
12:37
of the field here you can see that we
12:37
of the field here you can see that we have option for the group one so when
12:40
have option for the group one so when
12:40
have option for the group one so when you click on that you can see that this
12:42
you click on that you can see that this
12:42
you click on that you can see that this will be the grouping that will be done
12:47
here and then after that you can see
12:50
here and then after that you can see
12:50
here and then after that you can see that we have the option for ungroup and
12:52
that we have the option for ungroup and
12:52
that we have the option for ungroup and similar to that you can use any other
12:54
similar to that you can use any other
12:54
similar to that you can use any other field and based on that you can do that
12:57
field and based on that you can do that
12:57
field and based on that you can do that uh grouping okay
13:00
uh grouping okay
13:00
uh grouping okay but at present uh you know this is not
13:02
but at present uh you know this is not
13:02
but at present uh you know this is not available for every field for
13:04
available for every field for
13:04
available for every field for example let's say if you have any any
13:08
example let's say if you have any any
13:08
example let's say if you have any any field basically which is a multi-
13:10
field basically which is a multi-
13:10
field basically which is a multi- selection you know options you can use
13:13
selection you know options you can use
13:13
selection you know options you can use you cannot use this feature
13:15
you cannot use this feature
13:15
you cannot use this feature there the another feature that's
13:17
there the another feature that's
13:17
there the another feature that's basically here is the aggregation okay
13:21
basically here is the aggregation okay
13:21
basically here is the aggregation okay so let's take an example that when you
13:23
so let's take an example that when you
13:23
so let's take an example that when you are working in the opportunity or any
13:25
are working in the opportunity or any
13:25
are working in the opportunity or any any other
13:27
any other
13:27
any other entity even this uh this feature is
13:30
entity even this uh this feature is
13:30
entity even this uh this feature is mentioned basically this is available
13:31
mentioned basically this is available
13:31
mentioned basically this is available for the opportunity grouping and
13:34
for the opportunity grouping and
13:34
for the opportunity grouping and aggregation but you can see this
13:36
aggregation but you can see this
13:36
aggregation but you can see this grouping feature in every entity so this
13:39
grouping feature in every entity so this
13:39
grouping feature in every entity so this is basically for all that entities this
13:41
is basically for all that entities this
13:41
is basically for all that entities this option is
13:43
option is
13:43
option is there if you will take any of the
13:45
there if you will take any of the
13:45
there if you will take any of the numeric field so for example this is a
13:47
numeric field so for example this is a
13:47
numeric field so for example this is a estimated Revenue okay so or this is a
13:50
estimated Revenue okay so or this is a
13:50
estimated Revenue okay so or this is a estimated close one so if you will click
13:52
estimated close one so if you will click
13:52
estimated close one so if you will click on this estimated Revenue when you will
13:54
on this estimated Revenue when you will
13:54
on this estimated Revenue when you will click you can see that there is a
13:56
click you can see that there is a
13:56
click you can see that there is a aggregation option available so if if
13:59
aggregation option available so if if
13:59
aggregation option available so if if you click on the total you can see that
14:02
you click on the total you can see that
14:02
you click on the total you can see that we have this average one we have the
14:04
we have this average one we have the
14:04
we have this average one we have the maximum minimum or the sum so when you
14:07
maximum minimum or the sum so when you
14:07
maximum minimum or the sum so when you will click on that on the grid on the
14:10
will click on that on the grid on the
14:10
will click on that on the grid on the you know
14:12
you know
14:12
you know Bo details and there you can see that
14:14
Bo details and there you can see that
14:14
Bo details and there you can see that what is the average of these reports and
14:17
what is the average of these reports and
14:17
what is the average of these reports and what is the maximum and which one is the
14:19
what is the maximum and which one is the
14:19
what is the maximum and which one is the maximum number and if you want to do the
14:21
maximum number and if you want to do the
14:21
maximum number and if you want to do the sum that is also you can see I think
14:23
sum that is also you can see I think
14:23
sum that is also you can see I think this is very useful feature earlier you
14:26
this is very useful feature earlier you
14:26
this is very useful feature earlier you know to get these type of things we have
14:28
know to get these type of things we have
14:28
know to get these type of things we have to you know use that uh uh you know
14:31
to you know use that uh uh you know
14:31
to you know use that uh uh you know formula Fields or we have to use that
14:34
formula Fields or we have to use that
14:34
formula Fields or we have to use that you know custom code depending on the
14:35
you know custom code depending on the
14:35
you know custom code depending on the scenario what type of your requirement
14:37
scenario what type of your requirement
14:37
scenario what type of your requirement is but these options now available you
14:41
is but these options now available you
14:41
is but these options now available you can just click here and on The View you
14:43
can just click here and on The View you
14:43
can just click here and on The View you can get this okay and this is also
14:46
can get this okay and this is also
14:46
can get this okay and this is also available on the Early Access if you are
14:48
available on the Early Access if you are
14:48
available on the Early Access if you are getting setting up the trial you can see
14:51
getting setting up the trial you can see
14:51
getting setting up the trial you can see these features there into your trial
14:53
these features there into your trial
14:53
these features there into your trial make sure that when you set up the trial
14:55
make sure that when you set up the trial
14:55
make sure that when you set up the trial you need to enable your wave two feature
14:58
you need to enable your wave two feature
14:58
you need to enable your wave two feature that can be done from from the admin
14:59
that can be done from from the admin
14:59
that can be done from from the admin Port okay so by default when you will
15:03
Port okay so by default when you will
15:03
Port okay so by default when you will set up this these features will be
15:06
set up this these features will be
15:06
set up this these features will be disabled so you need to go to manually
15:08
disabled so you need to go to manually
15:08
disabled so you need to go to manually there and you need to enable these
15:09
there and you need to enable these
15:09
there and you need to enable these features there after that you can you
15:12
features there after that you can you
15:12
features there after that you can you know it will do that updates for all the
15:15
know it will do that updates for all the
15:15
know it will do that updates for all the uh first party app that license that you
15:18
uh first party app that license that you
15:18
uh first party app that license that you have and based on that you can see these
15:20
have and based on that you can see these
15:20
have and based on that you can see these features okay so this will be also
15:22
features okay so this will be also
15:22
features okay so this will be also available on the October for the public
15:25
available on the October for the public
15:25
available on the October for the public release
15:30
okay now the another one that we have
15:33
okay now the another one that we have
15:33
okay now the another one that we have here is basically the where we can use
15:36
here is basically the where we can use
15:36
here is basically the where we can use that you know document summary right for
15:39
that you know document summary right for
15:39
that you know document summary right for example let's
15:41
example let's
15:41
example let's say this is uh uh you know uh basically
15:46
say this is uh uh you know uh basically
15:46
say this is uh uh you know uh basically this is the another feature that uh I
15:49
this is the another feature that uh I
15:49
this is the another feature that uh I want to discuss here that earlier we saw
15:52
want to discuss here that earlier we saw
15:52
want to discuss here that earlier we saw that when in the co-pilot we have this
15:55
that when in the co-pilot we have this
15:55
that when in the co-pilot we have this feature where we can go ahead and we can
15:57
feature where we can go ahead and we can
15:57
feature where we can go ahead and we can write that emails right we can uh
15:59
write that emails right we can uh
15:59
write that emails right we can uh compose that email and we can modify
16:02
compose that email and we can modify
16:02
compose that email and we can modify that now we have these features as well
16:04
that now we have these features as well
16:04
that now we have these features as well where we can select this uh you know
16:06
where we can select this uh you know
16:06
where we can select this uh you know content of the emails and based on that
16:08
content of the emails and based on that
16:08
content of the emails and based on that we can using the co-pilot features we
16:10
we can using the co-pilot features we
16:10
we can using the co-pilot features we can modify the content of this uh you
16:13
can modify the content of this uh you
16:13
can modify the content of this uh you know email okay so like while you're
16:16
know email okay so like while you're
16:16
know email okay so like while you're working on this sales pitch or you're
16:19
working on this sales pitch or you're
16:19
working on this sales pitch or you're working with any customer most of the
16:21
working with any customer most of the
16:21
working with any customer most of the time you you know do lots of followup
16:23
time you you know do lots of followup
16:23
time you you know do lots of followup with your customers so you send emails
16:25
with your customers so you send emails
16:25
with your customers so you send emails you do that phone call activities and
16:27
you do that phone call activities and
16:27
you do that phone call activities and all those so you spend good amount of
16:29
all those so you spend good amount of
16:29
all those so you spend good amount of time to doing this set of activities and
16:33
time to doing this set of activities and
16:33
time to doing this set of activities and you can use this co-pilot feature there
16:35
you can use this co-pilot feature there
16:35
you can use this co-pilot feature there to write your you know email in a proper
16:39
to write your you know email in a proper
16:39
to write your you know email in a proper manner and you can uh make do the
16:41
manner and you can uh make do the
16:41
manner and you can uh make do the changes based on that suggestion that
16:43
changes based on that suggestion that
16:43
changes based on that suggestion that you are getting from the co pilot okay
16:46
you are getting from the co pilot okay
16:46
you are getting from the co pilot okay and this feature will be available on
16:47
and this feature will be available on
16:47
and this feature will be available on the
16:51
November
16:53
November
16:53
November okay and this is the uh feature uh this
16:57
okay and this is the uh feature uh this
16:57
okay and this is the uh feature uh this basically for the home page that's
16:59
basically for the home page that's
16:59
basically for the home page that's basically added for the co-pilot so the
17:03
basically added for the co-pilot so the
17:03
basically added for the co-pilot so the if you you know if you have seen that
17:06
if you you know if you have seen that
17:06
if you you know if you have seen that admin portal if under that admin portal
17:08
admin portal if under that admin portal
17:08
admin portal if under that admin portal we have this you know section uh that
17:11
we have this you know section uh that
17:11
we have this you know section uh that will be basically for the co-pilot
17:13
will be basically for the co-pilot
17:13
will be basically for the co-pilot similar to that we will be able to see
17:15
similar to that we will be able to see
17:15
similar to that we will be able to see the co-pilot icon here which will give
17:18
the co-pilot icon here which will give
17:18
the co-pilot icon here which will give you the complete overview which is
17:20
you the complete overview which is
17:20
you the complete overview which is basically presented and collected by the
17:22
basically presented and collected by the
17:22
basically presented and collected by the AI co-pilot feature and it can give you
17:25
AI co-pilot feature and it can give you
17:25
AI co-pilot feature and it can give you that you know high level idea of that uh
17:29
that you know high level idea of that uh
17:29
that you know high level idea of that uh you know what is happening into your
17:30
you know what is happening into your
17:30
you know what is happening into your sales app depending on that different
17:33
sales app depending on that different
17:33
sales app depending on that different different you know opportunities what is
17:35
different you know opportunities what is
17:35
different you know opportunities what is happening with the opportunities how the
17:36
happening with the opportunities how the
17:36
happening with the opportunities how the sales is going on all these basically
17:39
sales is going on all these basically
17:39
sales is going on all these basically basic you will get the overall idea of
17:43
basic you will get the overall idea of
17:43
basic you will get the overall idea of your you will get a basically the data
17:45
your you will get a basically the data
17:45
your you will get a basically the data inside okay on this page so what is
17:48
inside okay on this page so what is
17:48
inside okay on this page so what is happening with your customer data so
17:50
happening with your customer data so
17:50
happening with your customer data so this is also kind of a 360 view that you
17:52
this is also kind of a 360 view that you
17:52
this is also kind of a 360 view that you will get here based on the all of your
17:55
will get here based on the all of your
17:55
will get here based on the all of your customer data okay so this is also very
17:59
customer data okay so this is also very
17:59
customer data okay so this is also very very good feature and this will be
18:01
very good feature and this will be
18:01
very good feature and this will be available on the basically next year
18:04
available on the basically next year
18:04
available on the basically next year it's not even though it's basically
18:06
it's not even though it's basically
18:06
it's not even though it's basically included on this but this will be I
18:08
included on this but this will be I
18:08
included on this but this will be I think this is around February this will
18:10
think this is around February this will
18:10
think this is around February this will be available on next year okay so that's
18:15
be available on next year okay so that's
18:15
be available on next year okay so that's the features that I wanted to include
18:17
the features that I wanted to include
18:17
the features that I wanted to include from my side now I will pass my mic to
18:21
from my side now I will pass my mic to
18:21
from my side now I will pass my mic to my friend V and he will be discussing
18:23
my friend V and he will be discussing
18:23
my friend V and he will be discussing rest of the feature
18:34
uh thanks Mahindra uh for giving that
18:37
uh thanks Mahindra uh for giving that
18:37
uh thanks Mahindra uh for giving that explanation of the first five features
18:40
explanation of the first five features
18:40
explanation of the first five features so just uh give me a
18:43
so just uh give me a
18:43
so just uh give me a minute
18:49
okay okay so let let me share my
18:53
okay okay so let let me share my
18:53
okay okay so let let me share my screen yeah
19:12
so hope you can see my screen
19:14
so hope you can see my screen
19:14
so hope you can see my screen right not
19:18
right not
19:18
right not yet
19:21
yeah
19:23
yeah
19:24
yeah okay okay so yes uh for the next uh six
19:28
okay okay so yes uh for the next uh six
19:28
okay okay so yes uh for the next uh six uh
19:29
uh
19:29
uh okay for the next five features right I
19:32
okay for the next five features right I
19:32
okay for the next five features right I don't find uh the screenshots for it uh
19:35
don't find uh the screenshots for it uh
19:36
don't find uh the screenshots for it uh so that's what we are going so the next
19:38
so that's what we are going so the next
19:38
so that's what we are going so the next six new new feature which is going to
19:40
six new new feature which is going to
19:40
six new new feature which is going to come in the next month is the analyze
19:42
come in the next month is the analyze
19:42
come in the next month is the analyze sales engagement so what does this is
19:46
sales engagement so what does this is
19:46
sales engagement so what does this is going to do it right based upon the
19:48
going to do it right based upon the
19:48
going to do it right based upon the sales that has been
19:51
sales that has been
19:51
sales that has been uh happen over uh the pipeline like
19:55
uh happen over uh the pipeline like
19:55
uh happen over uh the pipeline like based upon the frequency based upon the
19:58
based upon the frequency based upon the
19:58
based upon the frequency based upon the interaction and all so what it will
20:00
interaction and all so what it will
20:00
interaction and all so what it will perform was U it will gives the details
20:04
perform was U it will gives the details
20:04
perform was U it will gives the details about how the accuracy of the sales are
20:07
about how the accuracy of the sales are
20:07
about how the accuracy of the sales are happening how the resources are been
20:10
happening how the resources are been
20:10
happening how the resources are been optimal optimally been using and also
20:14
optimal optimally been using and also
20:14
optimal optimally been using and also for the revenue forecasting also uh
20:17
for the revenue forecasting also uh
20:17
for the revenue forecasting also uh these uh details uh you're going to show
20:22
it okay so this was the thing that we
20:26
it okay so this was the thing that we
20:26
it okay so this was the thing that we are also seeing it like how we can uh
20:28
are also seeing it like how we can uh
20:28
are also seeing it like how we can uh better utilize this one so generally
20:31
better utilize this one so generally
20:31
better utilize this one so generally right um You can see it in the form of
20:34
right um You can see it in the form of
20:34
right um You can see it in the form of an pipeline implications by using uh the
20:37
an pipeline implications by using uh the
20:37
an pipeline implications by using uh the different kinds of uh the details so
20:40
different kinds of uh the details so
20:40
different kinds of uh the details so this is about how we are going to see
20:42
this is about how we are going to see
20:42
this is about how we are going to see about uh the sales engagement
20:44
about uh the sales engagement
20:44
about uh the sales engagement perspective now if you go for the next
20:47
perspective now if you go for the next
20:47
perspective now if you go for the next one is
20:49
one is
20:49
one is like okay this is automatically detect
20:52
like okay this is automatically detect
20:52
like okay this is automatically detect uh the issues in sales and uh provide
20:56
uh the issues in sales and uh provide
20:56
uh the issues in sales and uh provide alerts uh to un
20:59
alerts uh to un
20:59
alerts uh to un block uh the deals example right
21:03
block uh the deals example right
21:03
block uh the deals example right um if suppose right so generally how we
21:06
um if suppose right so generally how we
21:06
um if suppose right so generally how we we we are having it right during the
21:08
we we are having it right during the
21:08
we we are having it right during the sales process if at all there are any
21:11
sales process if at all there are any
21:11
sales process if at all there are any issues then uh automatically there is no
21:15
issues then uh automatically there is no
21:15
issues then uh automatically there is no by Def by default any intelligence that
21:17
by Def by default any intelligence that
21:18
by Def by default any intelligence that is present which will say that it has
21:20
is present which will say that it has
21:20
is present which will say that it has been uh uh went uh
21:24
been uh uh went uh
21:24
been uh uh went uh wrong okay so with the help of this
21:27
wrong okay so with the help of this
21:27
wrong okay so with the help of this particular
21:30
particular
21:30
particular uh uh with the help of this particular
21:32
uh uh with the help of this particular
21:32
uh uh with the help of this particular feature like there was an automatic tool
21:36
feature like there was an automatic tool
21:36
feature like there was an automatic tool that is being included as a part of the
21:39
that is being included as a part of the
21:39
that is being included as a part of the sales pipelines what it will do right it
21:41
sales pipelines what it will do right it
21:41
sales pipelines what it will do right it will uh help the sales team and uh also
21:47
will uh help the sales team and uh also
21:47
will uh help the sales team and uh also it supports the management team by
21:49
it supports the management team by
21:49
it supports the management team by sending uh the related information which
21:53
sending uh the related information which
21:54
sending uh the related information which are about like okay this particular
21:56
are about like okay this particular
21:56
are about like okay this particular opportunities has been struck this is
21:58
opportunities has been struck this is
21:58
opportunities has been struck this is the cost for it and also uh if you are
22:01
the cost for it and also uh if you are
22:01
the cost for it and also uh if you are performing these kind of opportunities
22:03
performing these kind of opportunities
22:03
performing these kind of opportunities in a field time you the risk of uh
22:06
in a field time you the risk of uh
22:06
in a field time you the risk of uh losing this particular opportunity is
22:07
losing this particular opportunity is
22:08
losing this particular opportunity is less so all these things that is present
22:10
less so all these things that is present
22:11
less so all these things that is present okay
22:12
okay
22:12
okay so what this mainly this future will
22:15
so what this mainly this future will
22:15
so what this mainly this future will help is like it will improve the sales
22:19
help is like it will improve the sales
22:19
help is like it will improve the sales efficiency and also it will include the
22:22
efficiency and also it will include the
22:22
efficiency and also it will include the uh conversion rates and also obviously
22:25
uh conversion rates and also obviously
22:25
uh conversion rates and also obviously you will get into the customer
22:26
you will get into the customer
22:26
you will get into the customer satisfaction as well and at the end of
22:29
satisfaction as well and at the end of
22:29
satisfaction as well and at the end of the day you will see good numbers in uh
22:32
the day you will see good numbers in uh
22:32
the day you will see good numbers in uh your uh
22:36
growth next is this one is one of the uh
22:39
growth next is this one is one of the uh
22:39
growth next is this one is one of the uh important thing like uh coaching uh
22:42
important thing like uh coaching uh
22:42
important thing like uh coaching uh coaching opportunities like Okay so this
22:45
coaching opportunities like Okay so this
22:45
coaching opportunities like Okay so this feature is going to come up come in uh
22:48
feature is going to come up come in uh
22:48
feature is going to come up come in uh uh the the next month okay so what it
22:52
uh the the next month okay so what it
22:52
uh the the next month okay so what it will help right
22:55
will help right
22:55
will help right so so based upon the conversations that
22:58
so so based upon the conversations that
22:58
so so based upon the conversations that we had had between the sales like uh
23:01
we had had between the sales like uh
23:01
we had had between the sales like uh email data and also the customer
23:03
email data and also the customer
23:03
email data and also the customer interactions during the sales process
23:06
interactions during the sales process
23:06
interactions during the sales process what it will perform was it identifies
23:10
what it will perform was it identifies
23:10
what it will perform was it identifies the areas of the good uh satisfactory
23:16
the areas of the good uh satisfactory
23:16
the areas of the good uh satisfactory satisfaction from the customer as an
23:18
satisfaction from the customer as an
23:18
satisfaction from the customer as an Excellence one and also the topics which
23:21
Excellence one and also the topics which
23:21
Excellence one and also the topics which needs an improvement so what it will do
23:23
needs an improvement so what it will do
23:23
needs an improvement so what it will do right this particular feature highlights
23:26
right this particular feature highlights
23:26
right this particular feature highlights the sales couching opportunity okay so
23:28
the sales couching opportunity okay so
23:28
the sales couching opportunity okay so as a sales manager if you can uh uh
23:31
as a sales manager if you can uh uh
23:31
as a sales manager if you can uh uh concentrate on this particular area then
23:34
concentrate on this particular area then
23:34
concentrate on this particular area then we can get the more kind of benefit uh
23:38
we can get the more kind of benefit uh
23:38
we can get the more kind of benefit uh by getting the more opportunities so
23:41
by getting the more opportunities so
23:41
by getting the more opportunities so this is how right so if you with the
23:43
this is how right so if you with the
23:43
this is how right so if you with the help of this particular feature once it
23:45
help of this particular feature once it
23:45
help of this particular feature once it available in
23:47
available in
23:47
available in the uh next uh month of it generally we
23:50
the uh next uh month of it generally we
23:50
the uh next uh month of it generally we will get this at uh during the region
23:53
will get this at uh during the region
23:53
will get this at uh during the region wise starts with us and then it goes to
23:56
wise starts with us and then it goes to
23:56
wise starts with us and then it goes to the remaining parts of uh
23:59
the remaining parts of uh
23:59
the remaining parts of uh the the countries okay so what it will
24:03
the the countries okay so what it will
24:03
the the countries okay so what it will help right uh so this feature will help
24:06
help right uh so this feature will help
24:06
help right uh so this feature will help uh efficiently coach the team members by
24:10
uh efficiently coach the team members by
24:10
uh efficiently coach the team members by reducing uh the uh time to spend to
24:13
reducing uh the uh time to spend to
24:13
reducing uh the uh time to spend to coach each and individual thing how it
24:15
coach each and individual thing how it
24:15
coach each and individual thing how it is been happened okay uh so it this
24:18
is been happened okay uh so it this
24:18
is been happened okay uh so it this particular uh feature will filter out
24:22
particular uh feature will filter out
24:22
particular uh feature will filter out all the kinds of hundreds of the
24:23
all the kinds of hundreds of the
24:23
all the kinds of hundreds of the customer conversations and then it will
24:27
customer conversations and then it will
24:27
customer conversations and then it will analyze and it perform it it will
24:30
analyze and it perform it it will
24:30
analyze and it perform it it will enhances the performance of the people
24:33
enhances the performance of the people
24:33
enhances the performance of the people and also ultimately give an good uh uh
24:36
and also ultimately give an good uh uh
24:36
and also ultimately give an good uh uh numbers that is uh
24:44
present and then so the next uh
24:47
present and then so the next uh
24:47
present and then so the next uh important feature that is going to come
24:51
important feature that is going to come
24:51
important feature that is going to come in the September 2024 was like generate
24:55
in the September 2024 was like generate
24:55
in the September 2024 was like generate the profiles of the key stakeholders
25:00
okay so what is this beauty of this
25:03
okay so what is this beauty of this
25:03
okay so what is this beauty of this particular one right so generally as we
25:06
particular one right so generally as we
25:06
particular one right so generally as we are in the sales process we will our day
25:10
are in the sales process we will our day
25:10
are in the sales process we will our day starts with interacting with the
25:12
starts with interacting with the
25:12
starts with interacting with the different kinds of stakeholders and uh
25:16
different kinds of stakeholders and uh
25:16
different kinds of stakeholders and uh then uh once we are getting into
25:19
then uh once we are getting into
25:19
then uh once we are getting into conversations with the different
25:20
conversations with the different
25:20
conversations with the different stakeholders example for the customers
25:23
stakeholders example for the customers
25:23
stakeholders example for the customers we will get into the details of their
25:25
we will get into the details of their
25:25
we will get into the details of their roles and what kind of preferences that
25:27
roles and what kind of preferences that
25:27
roles and what kind of preferences that they would like and what are their pain
25:29
they would like and what are their pain
25:29
they would like and what are their pain points and all so what is this
25:32
points and all so what is this
25:32
points and all so what is this particular feature will have right so
25:34
particular feature will have right so
25:34
particular feature will have right so based upon the kind of conversation that
25:36
based upon the kind of conversation that
25:36
based upon the kind of conversation that we are having it like
25:39
we are having it like
25:39
we are having it like um it helps us to track the kind of
25:42
um it helps us to track the kind of
25:43
um it helps us to track the kind of stakeholders okay this particular
25:44
stakeholders okay this particular
25:44
stakeholders okay this particular stakeholder is having his uh his or her
25:49
stakeholder is having his uh his or her
25:49
stakeholder is having his uh his or her uh pain points and what kind of role
25:50
uh pain points and what kind of role
25:50
uh pain points and what kind of role references and what are the which things
25:53
references and what are the which things
25:53
references and what are the which things that they wanted to have it on the
25:55
that they wanted to have it on the
25:55
that they wanted to have it on the product so these things can be uh
25:58
product so these things can be uh
25:58
product so these things can be uh brought out so uh we have to see these
26:02
brought out so uh we have to see these
26:02
brought out so uh we have to see these particular stakeholders uh profiles how
26:05
particular stakeholders uh profiles how
26:05
particular stakeholders uh profiles how it gets generated and uh
26:09
it gets generated and uh
26:09
it gets generated and uh also obviously right if you get more
26:12
also obviously right if you get more
26:12
also obviously right if you get more details about this particular profiling
26:13
details about this particular profiling
26:14
details about this particular profiling at the end of the day what we'll get we
26:16
at the end of the day what we'll get we
26:16
at the end of the day what we'll get we will get into more deeper conversations
26:18
will get into more deeper conversations
26:18
will get into more deeper conversations with the stakeholders like the customers
26:20
with the stakeholders like the customers
26:20
with the stakeholders like the customers as because we know okay what is the
26:22
as because we know okay what is the
26:23
as because we know okay what is the customer is looking for what are their
26:24
customer is looking for what are their
26:24
customer is looking for what are their paying points and how what and how as an
26:29
paying points and how what and how as an
26:29
paying points and how what and how as an uh salesperson can help them or a team
26:32
uh salesperson can help them or a team
26:32
uh salesperson can help them or a team and how any company can uh help with the
26:36
and how any company can uh help with the
26:36
and how any company can uh help with the products and they can uh share their uh
26:39
products and they can uh share their uh
26:39
products and they can uh share their uh vision of getting it into it so if we
26:42
vision of getting it into it so if we
26:42
vision of getting it into it so if we are so with the help of this profiling
26:45
are so with the help of this profiling
26:45
are so with the help of this profiling the stakeholders we will get to know
26:47
the stakeholders we will get to know
26:47
the stakeholders we will get to know about more about the uh the individual
26:51
about more about the uh the individual
26:51
about more about the uh the individual uh taste about uh uh using it the sales
26:55
uh taste about uh uh using it the sales
26:55
uh taste about uh uh using it the sales process and at in the return as we have
26:59
process and at in the return as we have
26:59
process and at in the return as we have get this one like uh definitely the
27:01
get this one like uh definitely the
27:01
get this one like uh definitely the customer will like the interaction with
27:04
customer will like the interaction with
27:04
customer will like the interaction with the sales team and all and they'll
27:06
the sales team and all and they'll
27:06
the sales team and all and they'll continue to get more products or they
27:09
continue to get more products or they
27:09
continue to get more products or they will continue to use the existing
27:10
will continue to use the existing
27:10
will continue to use the existing products which will help to have the
27:13
products which will help to have the
27:13
products which will help to have the more enhanced communication and a trust
27:16
more enhanced communication and a trust
27:16
more enhanced communication and a trust and a board of mouth can also be
27:18
and a board of mouth can also be
27:18
and a board of mouth can also be possible because that stakeholder will
27:19
possible because that stakeholder will
27:19
possible because that stakeholder will say that yeah they listens to uh the pin
27:24
say that yeah they listens to uh the pin
27:24
say that yeah they listens to uh the pin points and uh the team is very helpful
27:27
points and uh the team is very helpful
27:27
points and uh the team is very helpful kind of things that we will used to give
27:28
kind of things that we will used to give
27:28
kind of things that we will used to give it it so at the end of the day what
27:31
it it so at the end of the day what
27:31
it it so at the end of the day what we'll get the sales team is the kind of
27:34
we'll get the sales team is the kind of
27:34
we'll get the sales team is the kind of the
27:35
the
27:35
the customer uh long-term loyalty you will
27:38
customer uh long-term loyalty you will
27:38
customer uh long-term loyalty you will get it and also which in turn helps to
27:42
get it and also which in turn helps to
27:42
get it and also which in turn helps to drive the revenue growth of any
27:44
drive the revenue growth of any
27:45
drive the revenue growth of any particular one so this is one of the
27:46
particular one so this is one of the
27:46
particular one so this is one of the feature that we are expecting to see it
27:50
feature that we are expecting to see it
27:50
feature that we are expecting to see it for the general
27:52
for the general
27:52
for the general availability and next is
27:56
availability and next is
27:56
availability and next is so this is you can consider it is a
27:59
so this is you can consider it is a
27:59
so this is you can consider it is a Microsoft co-pilot uh uh where it
28:04
Microsoft co-pilot uh uh where it
28:04
Microsoft co-pilot uh uh where it supports the sales specific question
28:05
supports the sales specific question
28:05
supports the sales specific question example so this particular feature what
28:08
example so this particular feature what
28:08
example so this particular feature what it is there right if you provide a predy
28:10
it is there right if you provide a predy
28:10
it is there right if you provide a predy Content then it extracts the list of
28:13
Content then it extracts the list of
28:13
Content then it extracts the list of questions and the respective answers to
28:17
questions and the respective answers to
28:17
questions and the respective answers to that and also the accurately example
28:20
that and also the accurately example
28:20
that and also the accurately example right so generally during the sales
28:23
right so generally during the sales
28:23
right so generally during the sales process we when we are having a
28:24
process we when we are having a
28:24
process we when we are having a conversations with the stakeholders we
28:27
conversations with the stakeholders we
28:27
conversations with the stakeholders we will get few of the questions on the Fly
28:32
will get few of the questions on the Fly
28:32
will get few of the questions on the Fly be where the
28:34
be where the
28:34
be where the salesperson may not respond to that
28:37
salesperson may not respond to that
28:37
salesperson may not respond to that particular question the reason might be
28:39
particular question the reason might be
28:39
particular question the reason might be uh he was not the correct person to
28:41
uh he was not the correct person to
28:41
uh he was not the correct person to answer that or the second one that could
28:44
answer that or the second one that could
28:44
answer that or the second one that could be not of his um Nishi skill or because
28:49
be not of his um Nishi skill or because
28:49
be not of his um Nishi skill or because the person who is doing the sales person
28:51
the person who is doing the sales person
28:51
the person who is doing the sales person he might not be a Tey person but the
28:53
he might not be a Tey person but the
28:53
he might not be a Tey person but the question he might have got it is might
28:55
question he might have got it is might
28:55
question he might have got it is might be a te take question so
28:59
be a te take question so
28:59
be a te take question so with this particular uh things if he or
29:02
with this particular uh things if he or
29:02
with this particular uh things if he or uh if the any sales team gets it right
29:05
uh if the any sales team gets it right
29:05
uh if the any sales team gets it right with the help of this particular uh
29:07
with the help of this particular uh
29:07
with the help of this particular uh feature then if we provide simply the
29:09
feature then if we provide simply the
29:09
feature then if we provide simply the predefined content then uh we will get
29:12
predefined content then uh we will get
29:12
predefined content then uh we will get all the rest of the specific questions
29:15
all the rest of the specific questions
29:15
all the rest of the specific questions during uh the team uh meetings and
29:18
during uh the team uh meetings and
29:18
during uh the team uh meetings and obviously we'll get all the questions
29:20
obviously we'll get all the questions
29:20
obviously we'll get all the questions and answers so so in the previous
29:23
and answers so so in the previous
29:23
and answers so so in the previous example if if any sales person gets a
29:25
example if if any sales person gets a
29:25
example if if any sales person gets a kind of the technical question on any
29:29
kind of the technical question on any
29:29
kind of the technical question on any particular topic with the help of this
29:31
particular topic with the help of this
29:31
particular topic with the help of this predefined content okay this technical
29:33
predefined content okay this technical
29:33
predefined content okay this technical question this could be the possible
29:34
question this could be the possible
29:34
question this could be the possible questions and answers try to extract
29:36
questions and answers try to extract
29:36
questions and answers try to extract more that of the information and uh get
29:39
more that of the information and uh get
29:39
more that of the information and uh get pass it to the next level of the uh
29:43
pass it to the next level of the uh
29:43
pass it to the next level of the uh people so these are all the five
29:46
people so these are all the five
29:46
people so these are all the five features that I'm looking for uh to come
29:50
features that I'm looking for uh to come
29:50
features that I'm looking for uh to come as a general availability especially um
29:54
as a general availability especially um
29:54
as a general availability especially um if you ask for the first 1 to 10 uh uh
29:58
if you ask for the first 1 to 10 uh uh
29:58
if you ask for the first 1 to 10 uh uh once there was
30:01
once there was
30:01
once there was uh the group by uh there the group by
30:05
uh the group by uh there the group by
30:05
uh the group by uh there the group by feature that mahinder said right that we
30:07
feature that mahinder said right that we
30:07
feature that mahinder said right that we are desperately looking for for one of
30:10
are desperately looking for for one of
30:10
are desperately looking for for one of our implementation so yeah we are
30:13
our implementation so yeah we are
30:13
our implementation so yeah we are waiting till the October that's what the
30:16
waiting till the October that's what the
30:16
waiting till the October that's what the we are looking for
30:19
we are looking for
30:19
we are looking for so
30:21
so
30:21
so yep I think uh let let I have this you
30:25
yep I think uh let let I have this you
30:25
yep I think uh let let I have this you know sales trial so let me share share
30:28
know sales trial so let me share share
30:28
know sales trial so let me share share my screen and I can you know show this
30:30
my screen and I can you know show this
30:30
my screen and I can you know show this feature there so it's good like you know
30:32
feature there so it's good like you know
30:33
feature there so it's good like you know we have time and then we can show that
30:34
we have time and then we can show that
30:34
we have time and then we can show that as well and also I have one correction
30:37
as well and also I have one correction
30:37
as well and also I have one correction that I just want to make here that on
30:40
that I just want to make here that on
30:40
that I just want to make here that on this this SL six I had the you know
30:42
this this SL six I had the you know
30:42
this this SL six I had the you know wrong title so that's basically related
30:44
wrong title so that's basically related
30:45
wrong title so that's basically related to that another feature which is where
30:47
to that another feature which is where
30:47
to that another feature which is where we want to see the summary of the pages
30:50
we want to see the summary of the pages
30:50
we want to see the summary of the pages okay so I just
30:52
okay so I just
30:52
okay so I just uh corrected this one so let me share my
30:56
uh corrected this one so let me share my
30:57
uh corrected this one so let me share my screen
31:08
okay so let me know when you can see my
31:17
screen so you can see my screen
31:29
you can see the sales
31:41
Tri uh vet can you please let me know
31:44
Tri uh vet can you please let me know
31:44
Tri uh vet can you please let me know you can see my screen mind we can see
31:47
you can see my screen mind we can see
31:47
you can see my screen mind we can see your screen it's okay yeah okay perfect
31:50
your screen it's okay yeah okay perfect
31:50
your screen it's okay yeah okay perfect so let me give you a little bit idea on
31:52
so let me give you a little bit idea on
31:52
so let me give you a little bit idea on that that how uh first like if you will
31:55
that that how uh first like if you will
31:55
that that how uh first like if you will go to the you know admin Center here
31:58
go to the you know admin Center here
31:58
go to the you know admin Center here so let's take an example if you go to
32:00
so let's take an example if you go to
32:00
so let's take an example if you go to that admin Power Platform do you know
32:03
that admin Power Platform do you know
32:03
that admin Power Platform do you know microsoft.com here we will be see all
32:05
microsoft.com here we will be see all
32:05
microsoft.com here we will be see all that environment that we have under our
32:08
that environment that we have under our
32:08
that environment that we have under our you know tenant here so just like for
32:10
you know tenant here so just like for
32:10
you know tenant here so just like for example this is the one trial that I
32:12
example this is the one trial that I
32:12
example this is the one trial that I have here and under that if you will
32:14
have here and under that if you will
32:14
have here and under that if you will click on this environment and you will
32:17
click on this environment and you will
32:17
click on this environment and you will go there under that here we have this
32:19
go there under that here we have this
32:19
go there under that here we have this option where we can manage our updates
32:22
option where we can manage our updates
32:22
option where we can manage our updates so you can see that this is basically
32:23
so you can see that this is basically
32:23
so you can see that this is basically you know uh
32:25
you know uh
32:25
you know uh 2022 release wave to that's basically
32:27
2022 release wave to that's basically
32:28
2022 release wave to that's basically currently off here and that's the by
32:30
currently off here and that's the by
32:30
currently off here and that's the by default it will be there for every you
32:32
default it will be there for every you
32:32
default it will be there for every you know environment when you will click on
32:35
know environment when you will click on
32:35
know environment when you will click on this manage it will confirm that okay do
32:38
this manage it will confirm that okay do
32:38
this manage it will confirm that okay do you want to uh you know update your
32:40
you want to uh you know update your
32:40
you want to uh you know update your environment and you want to you know
32:42
environment and you want to you know
32:42
environment and you want to you know include all these features so you want
32:44
include all these features so you want
32:44
include all these features so you want to apply these features when you will
32:46
to apply these features when you will
32:46
to apply these features when you will say update now after that it will start
32:49
say update now after that it will start
32:49
say update now after that it will start doing that and U you know it will uh
32:53
doing that and U you know it will uh
32:53
doing that and U you know it will uh start all all the features based on the
32:55
start all all the features based on the
32:55
start all all the features based on the apps it will you know take uh some time
32:59
apps it will you know take uh some time
32:59
apps it will you know take uh some time and uh maybe it's like depending on that
33:02
and uh maybe it's like depending on that
33:02
and uh maybe it's like depending on that set of feature that is coming on that uh
33:05
set of feature that is coming on that uh
33:05
set of feature that is coming on that uh release so it will take that time and
33:07
release so it will take that time and
33:07
release so it will take that time and based on that it will start and you can
33:09
based on that it will start and you can
33:09
based on that it will start and you can see that what is the status so it will
33:11
see that what is the status so it will
33:11
see that what is the status so it will show you under that there are basically
33:13
show you under that there are basically
33:13
show you under that there are basically the drop down that will be visible here
33:15
the drop down that will be visible here
33:15
the drop down that will be visible here so just like that so now it's updating
33:18
so just like that so now it's updating
33:18
so just like that so now it's updating so as soon as this will be completed it
33:20
so as soon as this will be completed it
33:20
so as soon as this will be completed it will you know that will be ticked here
33:22
will you know that will be ticked here
33:22
will you know that will be ticked here which means that this feature is you
33:24
which means that this feature is you
33:24
which means that this feature is you know set up on your environment okay so
33:28
know set up on your environment okay so
33:28
know set up on your environment okay so this is how we can enable these features
33:30
this is how we can enable these features
33:30
this is how we can enable these features based on that environment that you can
33:33
based on that environment that you can
33:33
based on that environment that you can go and now the other feature that I was
33:36
go and now the other feature that I was
33:36
go and now the other feature that I was referring here is let's take an example
33:38
referring here is let's take an example
33:38
referring here is let's take an example if I go to you know
33:46
opportunity so you can see here that
33:49
opportunity so you can see here that
33:49
opportunity so you can see here that when I will click on this uh topic uh uh
33:52
when I will click on this uh topic uh uh
33:52
when I will click on this uh topic uh uh field here so these These are basically
33:54
field here so these These are basically
33:54
field here so these These are basically our field that you know under that when
33:56
our field that you know under that when
33:56
our field that you know under that when we'll click on this group by so it will
33:59
we'll click on this group by so it will
33:59
we'll click on this group by so it will do the grouping based on these fields so
34:01
do the grouping based on these fields so
34:01
do the grouping based on these fields so you can see now this is basically
34:03
you can see now this is basically
34:03
you can see now this is basically showing it here that this is you know
34:06
showing it here that this is you know
34:06
showing it here that this is you know group based on the topics if uh if there
34:09
group based on the topics if uh if there
34:09
group based on the topics if uh if there is multiple opportunities with the same
34:11
is multiple opportunities with the same
34:11
is multiple opportunities with the same name or something so you can see that
34:13
name or something so you can see that
34:13
name or something so you can see that under that same group here okay and we
34:16
under that same group here okay and we
34:16
under that same group here okay and we can do that ungroup here that's
34:18
can do that ungroup here that's
34:18
can do that ungroup here that's basically what we can
34:21
basically what we can
34:21
basically what we can do so here you can see that now what I
34:24
do so here you can see that now what I
34:25
do so here you can see that now what I was saying that this is basically the
34:26
was saying that this is basically the
34:26
was saying that this is basically the you know potential customer is a Lo up
34:28
you know potential customer is a Lo up
34:28
you know potential customer is a Lo up field okay so this this uh feature is
34:31
field okay so this this uh feature is
34:31
field okay so this this uh feature is not available here okay so here that the
34:37
not available here okay so here that the
34:37
not available here okay so here that the another thing that I was saying let's
34:38
another thing that I was saying let's
34:38
another thing that I was saying let's take an example that this is
34:40
take an example that this is
34:40
take an example that this is a let me just do this side here and now
34:45
a let me just do this side here and now
34:45
a let me just do this side here and now let's take an example this is the
34:47
let's take an example this is the
34:47
let's take an example this is the estimated revenue and I want to see this
34:49
estimated revenue and I want to see this
34:49
estimated revenue and I want to see this aggregation so if I want to click on
34:51
aggregation so if I want to click on
34:51
aggregation so if I want to click on this average so it will show me on the
34:54
this average so it will show me on the
34:54
this average so it will show me on the bottom of this grid you can see that it
34:57
bottom of this grid you can see that it
34:57
bottom of this grid you can see that it will show that these are the average
34:59
will show that these are the average
34:59
will show that these are the average which is basically the all the opp you
35:02
which is basically the all the opp you
35:02
which is basically the all the opp you know opportunity that is basically open
35:04
know opportunity that is basically open
35:04
know opportunity that is basically open here and you can see here it's saying my
35:07
here and you can see here it's saying my
35:07
here and you can see here it's saying my open opportunity it means the
35:09
open opportunity it means the
35:09
open opportunity it means the opportunity that is I'm owner of or any
35:12
opportunity that is I'm owner of or any
35:12
opportunity that is I'm owner of or any opportunity which I have access and
35:14
opportunity which I have access and
35:14
opportunity which I have access and shared with me so normally this my is
35:17
shared with me so normally this my is
35:17
shared with me so normally this my is basically one where I can access
35:20
basically one where I can access
35:20
basically one where I can access them so it's showing average here and
35:22
them so it's showing average here and
35:22
them so it's showing average here and similarly I can use some other functions
35:25
similarly I can use some other functions
35:25
similarly I can use some other functions like I can see that okay which is the
35:26
like I can see that okay which is the
35:26
like I can see that okay which is the maximum you know that I'm getting here
35:29
maximum you know that I'm getting here
35:29
maximum you know that I'm getting here and similarly we can use that another
35:31
and similarly we can use that another
35:31
and similarly we can use that another one minimum and also it will show us
35:34
one minimum and also it will show us
35:34
one minimum and also it will show us that some of that if I want to see that
35:37
that some of that if I want to see that
35:37
that some of that if I want to see that okay how much total opportunities that
35:39
okay how much total opportunities that
35:39
okay how much total opportunities that is under my you
35:41
is under my you
35:41
is under my you know uh my user that what is the total
35:44
know uh my user that what is the total
35:44
know uh my user that what is the total sum of that so those kind of thing also
35:46
sum of that so those kind of thing also
35:46
sum of that so those kind of thing also you can see here under this okay so this
35:50
you can see here under this okay so this
35:50
you can see here under this okay so this is that uh this feature that's I was
35:53
is that uh this feature that's I was
35:53
is that uh this feature that's I was saying that we can you know see on that
35:56
saying that we can you know see on that
35:56
saying that we can you know see on that early release okay as some of the
35:59
early release okay as some of the
35:59
early release okay as some of the features are available there for the
36:00
features are available there for the
36:00
features are available there for the early release not all the features are
36:02
early release not all the features are
36:02
early release not all the features are available like this okay so similar to
36:07
available like this okay so similar to
36:07
available like this okay so similar to that
36:09
that
36:09
that here if I go
36:25
here like that
36:32
like this
36:36
one similarly if like we want to see
36:39
one similarly if like we want to see
36:39
one similarly if like we want to see something based on the city we want to
36:40
something based on the city we want to
36:40
something based on the city we want to do the grouping you know if you are
36:42
do the grouping you know if you are
36:42
do the grouping you know if you are working on that lead or you are working
36:44
working on that lead or you are working
36:44
working on that lead or you are working with the customer basically specifically
36:46
with the customer basically specifically
36:46
with the customer basically specifically on the a particular region or particular
36:50
on the a particular region or particular
36:50
on the a particular region or particular area that you can do that grouping and
36:52
area that you can do that grouping and
36:52
area that you can do that grouping and you can you know easily use these
36:54
you can you know easily use these
36:54
you can you know easily use these features so that's that's very good
36:56
features so that's that's very good
36:56
features so that's that's very good features that is released uh under that
36:58
features that is released uh under that
36:59
features that is released uh under that uh
36:59
uh
36:59
uh wave right and the other features that's
37:03
wave right and the other features that's
37:03
wave right and the other features that's basically you know coming from that here
37:05
basically you know coming from that here
37:05
basically you know coming from that here like uh let's take an example that this
37:08
like uh let's take an example that this
37:08
like uh let's take an example that this all that feature that uh we said like
37:10
all that feature that uh we said like
37:10
all that feature that uh we said like you know if I go to that customer and if
37:13
you know if I go to that customer and if
37:13
you know if I go to that customer and if I open that that feature the customer
37:17
I open that that feature the customer
37:17
I open that that feature the customer 360 view that will be also available
37:19
360 view that will be also available
37:19
360 view that will be also available from here but that's not available for
37:21
from here but that's not available for
37:22
from here but that's not available for the Early Access yet so that's why we
37:23
the Early Access yet so that's why we
37:23
the Early Access yet so that's why we can not see that feature yet okay so
37:27
can not see that feature yet okay so
37:27
can not see that feature yet okay so those those features are only available
37:29
those those features are only available
37:29
those those features are only available when that will be for that you know
37:31
when that will be for that you know
37:31
when that will be for that you know public release or that will be you know
37:34
public release or that will be you know
37:34
public release or that will be you know uh Allowed by Microsoft that you can see
37:37
uh Allowed by Microsoft that you can see
37:37
uh Allowed by Microsoft that you can see this feature on that early release okay
37:40
this feature on that early release okay
37:40
this feature on that early release okay so yeah I think uh that's uh What uh
37:44
so yeah I think uh that's uh What uh
37:44
so yeah I think uh that's uh What uh that 10 features that we wanted to
37:47
that 10 features that we wanted to
37:47
that 10 features that we wanted to include uh under that like apart from
37:51
include uh under that like apart from
37:51
include uh under that like apart from these 10 feature there are many feature
37:53
these 10 feature there are many feature
37:53
these 10 feature there are many feature that is you know basically coming on the
37:55
that is you know basically coming on the
37:55
that is you know basically coming on the Wave 2 and that's for every app okay so
37:58
Wave 2 and that's for every app okay so
37:59
Wave 2 and that's for every app okay so like for example we discuss for the
38:00
like for example we discuss for the
38:00
like for example we discuss for the sales app only but there are features
38:04
sales app only but there are features
38:04
sales app only but there are features that is coming for the sales app that is
38:05
that is coming for the sales app that is
38:05
that is coming for the sales app that is coming from the you know customer
38:07
coming from the you know customer
38:07
coming from the you know customer service you know project operation or
38:10
service you know project operation or
38:10
service you know project operation or the Erp side you know financing
38:12
the Erp side you know financing
38:12
the Erp side you know financing operation so every app you know getting
38:15
operation so every app you know getting
38:15
operation so every app you know getting some of the feature that's basically you
38:17
some of the feature that's basically you
38:18
some of the feature that's basically you scheduled on these major release that's
38:20
scheduled on these major release that's
38:20
scheduled on these major release that's basically on the AIL and the October
38:23
basically on the AIL and the October
38:23
basically on the AIL and the October okay so we just included our sales
38:26
okay so we just included our sales
38:26
okay so we just included our sales feature only but if you want to look
38:28
feature only but if you want to look
38:28
feature only but if you want to look into that you can go to that and Google
38:30
into that you can go to that and Google
38:30
into that you can go to that and Google and you can look you know search for the
38:32
and you can look you know search for the
38:32
and you can look you know search for the Dynamics 365 W 2 features and you will
38:34
Dynamics 365 W 2 features and you will
38:34
Dynamics 365 W 2 features and you will be able to see all of the features there
38:37
be able to see all of the features there
38:38
be able to see all of the features there right uh vit anything else you want to
38:40
right uh vit anything else you want to
38:40
right uh vit anything else you want to cover uh you have any other thing that
38:43
cover uh you have any other thing that
38:43
cover uh you have any other thing that uh want to add
38:55
something see
39:01
yep so anything else you want to
39:04
yep so anything else you want to
39:04
yep so anything else you want to add yes just I'm trying to use uh that
39:08
add yes just I'm trying to use uh that
39:08
add yes just I'm trying to use uh that featur so especially that group bu and
39:11
featur so especially that group bu and
39:11
featur so especially that group bu and the some roll up Fields I'm looking for
39:13
the some roll up Fields I'm looking for
39:13
the some roll up Fields I'm looking for it uh in the next
39:16
it uh in the next
39:16
it uh in the next October okay so let me let me actually
39:20
October okay so let me let me actually
39:20
October okay so let me let me actually uh I have
39:22
uh I have
39:22
uh I have this present one more time my screen yep
39:31
so
39:33
so
39:33
so here so this is that you know all that
39:36
here so this is that you know all that
39:36
here so this is that you know all that features that is basically will be
39:38
features that is basically will be
39:38
features that is basically will be released under that Dynamics 365 and for
39:41
released under that Dynamics 365 and for
39:41
released under that Dynamics 365 and for that you know Power Platform so we can
39:44
that you know Power Platform so we can
39:44
that you know Power Platform so we can see that we have different areas that
39:46
see that we have different areas that
39:46
see that we have different areas that that's basically part of that you know
39:48
that's basically part of that you know
39:48
that's basically part of that you know sales app that's coming from that you
39:50
sales app that's coming from that you
39:50
sales app that's coming from that you know uh Service app this these feature
39:54
know uh Service app this these feature
39:54
know uh Service app this these feature that will be included on that and we
39:56
that will be included on that and we
39:56
that will be included on that and we have the feature that is coming for the
39:58
have the feature that is coming for the
39:58
have the feature that is coming for the you know finance and supply chain apps
40:00
you know finance and supply chain apps
40:00
you know finance and supply chain apps so these These are basically other first
40:03
so these These are basically other first
40:03
so these These are basically other first party apps just like the you know Sales
40:05
party apps just like the you know Sales
40:05
party apps just like the you know Sales and Service app so this basically from
40:07
and Service app so this basically from
40:07
and Service app so this basically from the Erp side so there are features that
40:10
the Erp side so there are features that
40:10
the Erp side so there are features that is core app Feature as well as there are
40:14
is core app Feature as well as there are
40:14
is core app Feature as well as there are feature which is basically related to
40:16
feature which is basically related to
40:16
feature which is basically related to the Microsoft co-pilot okay so these are
40:18
the Microsoft co-pilot okay so these are
40:18
the Microsoft co-pilot okay so these are basically combination of those feature
40:21
basically combination of those feature
40:21
basically combination of those feature there are feature that's coming for the
40:23
there are feature that's coming for the
40:23
there are feature that's coming for the project operation as well so we can see
40:25
project operation as well so we can see
40:25
project operation as well so we can see that you know project operation is
40:27
that you know project operation is
40:27
that you know project operation is something that earlier we used to you
40:29
something that earlier we used to you
40:29
something that earlier we used to you know call it like project service
40:31
know call it like project service
40:31
know call it like project service automation now we have this project
40:34
automation now we have this project
40:34
automation now we have this project operation and then we have that you know
40:36
operation and then we have that you know
40:36
operation and then we have that you know feature that is coming for the Dynamics
40:38
feature that is coming for the Dynamics
40:38
feature that is coming for the Dynamics 365 Human Resources app as well and then
40:41
365 Human Resources app as well and then
40:41
365 Human Resources app as well and then the Commerce as well so these these like
40:44
the Commerce as well so these these like
40:44
the Commerce as well so these these like that uh the idea here is that Microsoft
40:47
that uh the idea here is that Microsoft
40:47
that uh the idea here is that Microsoft released this collectively all these
40:49
released this collectively all these
40:49
released this collectively all these feature and you can see that you know uh
40:52
feature and you can see that you know uh
40:52
feature and you can see that you know uh when these plant will be available and
40:54
when these plant will be available and
40:54
when these plant will be available and when you can see that early access
40:56
when you can see that early access
40:56
when you can see that early access available so so any any feature that you
40:59
available so so any any feature that you
40:59
available so so any any feature that you know we can access through that this
41:00
know we can access through that this
41:01
know we can access through that this release that will be available for
41:02
release that will be available for
41:02
release that will be available for example for the August one so for these
41:05
example for the August one so for these
41:05
example for the August one so for these whatever feature they said that okay
41:07
whatever feature they said that okay
41:07
whatever feature they said that okay these are you know early access features
41:10
these are you know early access features
41:10
these are you know early access features we can click on here and we can see
41:12
we can click on here and we can see
41:12
we can click on here and we can see those features so it has that it will
41:14
those features so it has that it will
41:14
those features so it has that it will show you that schedule of these so these
41:17
show you that schedule of these so these
41:17
show you that schedule of these so these are the feature that's here we can see
41:19
are the feature that's here we can see
41:19
are the feature that's here we can see that this will be available you know
41:20
that this will be available you know
41:21
that this will be available you know early access on this day and during this
41:24
early access on this day and during this
41:24
early access on this day and during this time and for the public relase this will
41:26
time and for the public relase this will
41:26
time and for the public relase this will be available during this time okay and
41:29
be available during this time okay and
41:29
be available during this time okay and that's again for every app that they
41:31
that's again for every app that they
41:31
that's again for every app that they have men like we have that for the you
41:33
have men like we have that for the you
41:34
have men like we have that for the you know customer insights and customer
41:36
know customer insights and customer
41:36
know customer insights and customer service or field service or finance and
41:38
service or field service or finance and
41:38
service or field service or finance and operation all have these kind of things
41:41
operation all have these kind of things
41:41
operation all have these kind of things so you can see here that early access
41:43
so you can see here that early access
41:43
so you can see here that early access for every app I think almost every app
41:47
for every app I think almost every app
41:47
for every app I think almost every app have some of the feature that's
41:48
have some of the feature that's
41:48
have some of the feature that's basically there for the Early Access but
41:50
basically there for the Early Access but
41:50
basically there for the Early Access but some of that feature that will be only
41:52
some of that feature that will be only
41:52
some of that feature that will be only available after you know that will be
41:56
available after you know that will be
41:56
available after you know that will be available when it will be public release
41:59
available when it will be public release
41:59
available when it will be public release only okay then we have the feature for
42:02
only okay then we have the feature for
42:02
only okay then we have the feature for the business Central as well yeah I
42:05
the business Central as well yeah I
42:05
the business Central as well yeah I think uh that that's what we wanted to
42:07
think uh that that's what we wanted to
42:07
think uh that that's what we wanted to cover uh
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today and uh uh thank you very much for
42:15
today and uh uh thank you very much for
42:15
today and uh uh thank you very much for joining us and we will be back with the
42:17
joining us and we will be back with the
42:17
joining us and we will be back with the new episode where we will talk about the
42:19
new episode where we will talk about the
42:19
new episode where we will talk about the new features or you know existing
42:22
new features or you know existing
42:22
new features or you know existing functionality of the first party app or
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functionality of the first party app or
42:24
functionality of the first party app or Power Platform so stay tuned with us and
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Power Platform so stay tuned with us and
42:27
Power Platform so stay tuned with us and you can as you
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you can as you
42:29
you can as you know communicated earlier as well all of
42:32
know communicated earlier as well all of
42:32
know communicated earlier as well all of our episode earlier episodes are
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our episode earlier episodes are
42:34
our episode earlier episodes are available on the sh Shar Corner TV on
42:37
available on the sh Shar Corner TV on
42:37
available on the sh Shar Corner TV on YouTube you can watch there and uh you
42:40
YouTube you can watch there and uh you
42:40
YouTube you can watch there and uh you can share with your friends or your
42:41
can share with your friends or your
42:42
can share with your friends or your community and if you have any feedback
42:44
community and if you have any feedback
42:44
community and if you have any feedback just let us know and thank you very much
42:46
just let us know and thank you very much
42:46
just let us know and thank you very much for joining us today
42:50
for joining us today
42:50
for joining us today [Music]