The latest features and enhancements in Dynamics 365 Release Wave 1 offer powerful tools to help membership organisations boost member engagement.
With rising expectations and competition for member loyalty, professional bodies and trade associations must find new ways to deliver value and strengthen member relationships. The right technology can help by providing insights and automation to improve the member experience.
Dynamics 365 gives membership organisations access to capabilities like AI-driven analytics, streamlined workflows, and member profiles to help them better understand and serve their members. Features launched in Release Wave 1 demonstrate how Microsoft’s tools are evolving to allow membership organisations to:
With Microsoft’s upcoming release of Wave 2 for Dynamics 365 and the Power Platform later this year, we have summarised the key features already released in 2023 through Wave 1.
Stay tuned as we’ll be releasing a blog series highlighting our favourite features coming in Wave 2! Based on the early preview, some of the capabilities we’re most excited about include Dynamics 365 Copilot, further CRM intelligence, and expanded automation in Power Automate.
Now let’s dive into the Wave 1 updates already released for Dynamics 365 and the Power Platform.
Enhancements for Sales, Service & More
Microsoft has shared extensive plans detailing the new capabilities in Dynamics 365 and Power Platform Release Wave 1 2023. Scheduled for rollout between April and September 2023, the release introduces hundreds of highly anticipated features that promise to enhance Dynamics 365 apps and streamline workflows.
For Dynamics 365 Sales, the release has provided more intelligence, insights, and automation.
Key highlights are below:
Seller Suggestions
The AI-powered suggestions give insights into member history and behaviour to identify opportunities for personalised outreach. By analysing data to provide personalised recommendations, organisations can improve relevant and timely communications that show they value members at an individual level.
Up Next Widget
The ‘Up Next’ widget also taps into AI to analyse member account history and offers to suggest personalised actions for the team. This provides data-driven guidance to help them progress opportunities. Learn more about the Up Next Widget.
Organisation Charts
New org charts visually map out stakeholder relationships. Mapping hierarchies enables membership organisations to engage decision-makers who can champion deeper membership uptake across their organisations.
Enhance Customer Experiences
With rising expectations, member organisations must deliver personalised experiences demonstrating value. Dynamics 365 provides capabilities to bring together data and gain insights across member interactions.
Features like Customer Insights connect information across channels to build complete member profiles. Embedded AI helps predict needs and behaviours so organisations can proactively engage the right members with relevant offers.
By bridging gaps between different data sources to get a full picture of members, organisations can better understand them and tailor experiences. More satisfied and loyal members lead to improved retention and growth. w org charts visually map out stakeholder relationships. Mapping hierarchies enables membership organisations to engage decision-makers who can champion deeper membership uptake across their organisations.
Enhance Worklist
A focused workspace with upcoming member renewals and tasks helps ensure organisations act on the most critical actions to retain members. Centralising insights drives improved retention.
Focus Mode
Streamlined interfaces reduce complexity for membership services teams. Simplified member website experiences also provide easier access to information to meet their needs.
Realise the Potential of Dynamics 365 for Your Members
With data-driven insights, automation, and tools you can tailor to be member-centric, Release Wave 1 equips organisations to listen, engage, and support at scale. The latest features create substantial value by enabling personalised cross-sell offers, retention programs, self-service capabilities, and more.
Dynamics 365: A Key Tool for Member Engagement
The latest Wave 1 Dynamics 365 releases only mark the beginning of more exciting membership management capabilities. With Wave 2 just around the corner and so many updates planned, associations now have more tools than ever to engage members and drive value.
While technology alone cannot replace strategy, the intelligent features and automation unlocked by Dynamics 365 allow organisations to listen better, understand, and support their members. The future promises even more capabilities to reduce drudgery and unlock insights so associations can focus on building meaningful membership organisations.
