Dynamics 365 Wave 2 release rolls out new functionalities

The new functionalities of Microsoft Dynamics 365 Wave 2 2022 plan have been rolled out from October 2022 through March 2023. The release contains hundreds of new features across Dynamics 365 applications: Sales, Customer Service, Supply Chain Management, Retail, and many more.

Some of the functionalities we put focus on are relating to more quick and effective data search and customized organization of work process.

• With modern advanced find turned on by default, you can access any table in a model-driven app through search and use advanced filters to explore the data easily.

• With filter grid data, save results as a view. When you filter by keyword, you can save the quick find filter conditions as a personal view.

The new view management experience will provide you with options to share views so you can collaborate with your team quickly. Managing views is simpler with personalization options to build your own set of views. Updates to placeholder text and the ability to save quick find filters as a view allow users to create powerful personal views.

• There are form UX improvements where the users can find and interact with data more efficiently driving higher productivity and satisfaction when working with data on forms across all viewport sizes, devices, and applications.

The feature of effortlessly copying links to records improves productivity with better sharing of links.

• The New Activity drop-down list will only show activities that are relevant to your app. Previously, this was an opt-in feature, but now, it’s automatically enabled for all apps. It can also be disabled in Power Platform admin center from the environment settings.

Moreover, organizations can empower their customers with options to leave a voicemail, call back, and dial agents directly in the voice channel. The agent experience is modernized with an enhanced conversation timeline, horizontal multisession navigation, and AI-powered conversation summary.

Easily add Microsoft Teams meetings from an appointment in your model-driven app. Moreover, you can join a Teams meeting with a single button click from the appointment or the timeline control.

How the new functionalities look like?

The following usability enhancements to grids in model-driven apps allow you to be more productive when you are exploring data ad-hoc: The placeholder text in grid search is updated to filter by keyword which indicates how it can be used. 

Share records as easy as Office documents. The new share button allows you to easily copy a link to the record and email links to the records.

View only relevant activities in dropdown. Activities that aren’t included in the app metadata are hidden from the New Activity command.

Create and join Teams meetings in-app or from appointments