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Improve seller productivity with the deal manager experience

The sales pipeline is a visual representation of where prospects are within the sales funnel. Managing the pipeline is one of the core activities of any seller; it helps sellers to stay organized and focused on moving deals forward. A seller who can successfully master the sales pipeline will drive more revenue. But mastering a…

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The sales pipeline is a visual representation of where prospects are within the sales funnel. Managing the pipeline is one of the core activities of any seller; it helps sellers to stay organized and focused on moving deals forward. A seller who can successfully master the sales pipeline will drive more revenue.

But mastering a sales pipeline is not easy, especially when sellers must balance multiple active deals, an array of contacts, and conversations across multiple channels while trying to figure out when the next interaction will occur, what next steps are required, and which app or process will help accomplish the job.

The deal manager workspace is an updated user experience in Dynamics 365 Sales that puts the seller at the center of their workflows, and is now available for public preview.

This enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and effectively work the way they want to work.

Watch this video for an overview of how to manage deals in Dynamics 365 Sales:

Visualizing the pipeline with charts

The easiest way to get an overview of the sales pipeline is by visualizing the deals on a chart. Charts form a key component of the deal manager. Not only do they provide key insights on opportunities, but in the deal manager these charts are interactive and allow sellers to quickly locate and focus on the right deals.

In the July release, two charts are available out of the box:

  • A bubble chart that allows sellers to track risky deals on a timeline.
  • A funnel chart that allows sellers to see where deals are in the sales process.

These charts are configurable by administrators. In future releases, we will introduce additional charts.

Keeping track of key metrics

Another tool that keeps sellers informed are key performance indicators (KPIs). In the deal manager, we’ve introduced tools to track and highlight metrics that help sellers stay on top of their most important KPIs. Sellers can choose from a subset of metrics, re-order them, or even create their own metrics.

A modern, seller-optimized spreadsheet experience

When it comes to managing deals, it’s no wonder that sellers love spreadsheets. Spreadsheets provide a table view of all opportunities, with aggregation, quick filtering, sorting, grouping with pivot tables, re-ordering of columns, and the ability to edit fields inline easily. Unfortunately, data in a spreadsheet is static and not up to date within Dynamics 365.

The deal manager workspace comes with an inline grid that can be edited. This grid behaves just as a spreadsheet would. Sellers can:

  • Edit any cell inline.
  • Filter by any column (advanced querying is also supported).
  • Re-order columns by dragging them into place.
  • Freeze a column.
  • Hide and show any field from the table.
  • Summarize column data by SUM, MAX, MIN, or AVG.
  • Group the data by any field or option set.

The grid has also been optimized for salespeople. Sellers can add special “smart columns” to make their pipeline management even more insightful and efficient:

  • Close date: Intelligently combines the value of the Estimated Close Date and the Actual Close Date fields into one column for sellers to use and update.
  • Revenue: Intelligently combines the value of the Estimated Revenue and the Actual Revenue fields into one column for sellers to use and update.

Getting context without navigating away

With the deal manager workspace, useful information is easily accessible. When you select a record in the workspace, an optimized form appears in the side panel. This form contains a modern task management experience and provides useful information, such as:

  • Key entity fields
  • A timeline list of activities
  • An optimized list of notes

Administrators can customize the form to select the most relevant fields for your business.

Collaborate in context

Selling is a team sport. Now that Microsoft Teams is part of the Dynamics 365 experience, collaborating with your colleagues is seamless. Within the deal manager workspace, sellers are able to instantly follow up with any colleague regarding any deal of interest.

In this release, we have focused on empowering sellers with an intuitive workspace experience allowing sales reps to better manage their pipeline by getting to the information they need quickly.

Next steps

The public preview will gradually roll out over the next few weeks. For more information on how to enable the experience in your environment, read the documentation.

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Facebook: Recognizing Global Accessibility Awareness Day

As an avid outdoor enthusiast and firefighter, Carly P. has always loved being active. After a life-changing injury paralyzed her from the waist down, she felt lost. Carly recaptured her passion for being outside and found a community of people like her through the nonprofit organization Catalyst Sports. Now, she uses Catalyst Sports’ Facebook page…

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As an avid outdoor enthusiast and firefighter, Carly P. has always loved being active. After a life-changing injury paralyzed her from the waist down, she felt lost. Carly recaptured her passion for being outside and found a community of people like her through the nonprofit organization Catalyst Sports. Now, she uses Catalyst Sports’ Facebook page to spread awareness and share local recreational opportunities for people with physical disabilities.

In addition to providing community to people with disabilities, we’re also working to make the digital world more accessible. 

We will demonstrate our latest accessibility features today at our annual Accessibility Summit. Join us at 10:00AM PT for this livestream on the Meta Accessibility Facebook Page. In addition to product demos and updates, we will host an interview with Molly Burke, a digital creator and blind advocate.

Through a video series on the Meta Accessibility Facebook Page, we’re highlighting how people with disabilities connect and build communities through our technologies, much like Carly. We’ve created both the captioned and audio described versions of these stories.

Today, we’re recapping advances we’ve made over the past year to make our technologies more inclusive. 

Meta Quest

  • Audio Accessibility
    • Audio balance: This option enables you to adjust the balance of the left and right audio channels for comfort, and to better match your ability to hear in each ear. 
    • Mono Audio enables you to hear the same audio from both the left and right speakers on your headset. 
    • You’ll find both features under the Accessibility tab in your headset’s Settings menu.

Product mock of audio accessibility on Meta Quest

  • Adjust Height  
    • This feature allows you to experience VR from a “standing” vantage point even while reclining or seated. This can improve the VR experience for people who use wheelchairs, have limited mobility or are unable to use the Quest headset while standing. 
    • We first introduced this as an experimental feature (called Raise View) last June and have now made it permanent after receiving positive feedback from the disability community. 
    • You can find this feature in the Accessibility tab in Quest’s Settings menu.

Portal

  • Video relay service (VRS)
    • In December, we began supporting video relay service (VRS) applications on Portal  for people who use American Sign Language (ASL), through a collaboration with ZP Better Together.
    • Through the ZP apps on Portal and human interpreters, people who use American Sign Language can now easily communicate in both English and Spanish. 
    • Portal’s unique AI-powered camera always keeps you in frame and in focus, even when you’re moving, so your face and hands can always be seen.
  • Captions
    • We’ve also added customizable closed captions for streamed content on TV and Touch, as well as added support for live captions into integrated work productivity apps Zoom and Workplace Live.

Instagram

  • Auto-generated captions for Feed videos
    • In March, we introduced auto-generated captions for Feed videos on iOS and Android in English, Spanish, Portuguese, French, Arabic, Vietnamese, Italian, German, Turkish, Russian, Thai, Tagalog, Urdu, Malay, Hindi and Japanese to start. 
    • More importantly, captions are automatically turned on by default when a creator uploads a video to their Feed. Over 140 million videos were created with auto-generated captions in the last 30 days.
    • Creators retain the ability to turn captions off when they choose and viewers can turn captions on or off using on-screen controls.

Product mock of Instagram auto-generated captions

Stickers on Facebook and Messenger

  • We added alt text descriptions to the more than 10,000 stickers available on Facebook and Messenger, making it possible for people who are blind and visually impaired to understand and use them. 

Avatars

  • Earlier this year, we introduced the ability to have your same avatar across Facebook, Instagram, Messenger and Quest. 
  • There are also new avatar options, including over-the-ear hearing aids and cochlear implants in addition to more face shapes, skin tones, expressions, and stickers. 
  • Wheelchairs are now available as stickers on Facebook, Instagram and Messenger so your avatar can better represent who you are or who you want to be.

Product mock of accessibility features of Avatars

Open Source

  • Lexical is a JavaScript framework built to improve text editing on Facebook, WhatsApp, Messenger and Workplace, with accessibility as a priority. 
  • In April, Lexical was released into open source to allow the rest of the world to benefit from these improvements. 
  • With this new framework, people can express their ideas in text via dictation, and readers can experience character-by-character navigation — a feature previously unavailable in similar editors.

Reality Labs Research

  • We’re exploring how improvements in audio quality can enable more realistic presence and perceptual superpowers in augmented and virtual reality— technological advancements that can also help us hear better in noisy environments. 
  • Our team of hearing scientists is also exploring how to reencode sound and present it through closed captioning.
  • While this is still early research, we are excited to learn more about how emerging audio technologies can improve the lives of people with hearing loss. 

Image showing audio research

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Facebook: Announcing New Products to Make Business Messaging Easier

The way people and businesses communicate is changing. One billion people message with a business each week on WhatsApp, Messenger and Instagram Direct — whether it’s DMing brands, browsing product catalogs, asking for support, or interacting with stories. This consumer behavior is accelerating and it’s changing how business gets done. Today at Conversations, our inaugural…

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The way people and businesses communicate is changing. One billion people message with a business each week on WhatsApp, Messenger and Instagram Direct — whether it’s DMing brands, browsing product catalogs, asking for support, or interacting with stories. This consumer behavior is accelerating and it’s changing how business gets done. Today at Conversations, our inaugural business messaging event, we discussed how messaging is transforming interactions between people and businesses, and announced new products to make conversations easier.

Introducing Cloud-based API on the WhatsApp Business Platform

Today, Mark Zuckerberg announced we’re opening up the new, cloud-based version of the WhatsApp Business Platform, hosted by Meta, to any business across the world. With this new API, we’re offering free, secure cloud hosting services so businesses and developers can easily access our service within minutes, build directly on top of WhatsApp to customize their experience and increase their response time for their customers. So now, whether a business wants to work with one of our 100+ partners or access our service directly, it will be much faster to get up and running on WhatsApp.

When growing a business, you need smart, robust and easy-to-use conversation tools. For smaller businesses using the WhatsApp Business app, we’re building tools so it’s easier to handle an influx of chats as they grow their customer base. 

Launching Recurring Notifications on Messenger

Today we’re announcing a new way for businesses to keep the conversation going with Recurring Notifications. As businesses acquire new customers and begin to scale operations, there’s incredible opportunity to build loyalty and trust — and we believe this is where the value of messaging really shines. This new capability makes it easy to re-engage people right in the messaging thread and deliver tailored messaging at the best time for customers, whether to hear about special promotions, new product drops or tips and tricks.

You can choose the topics you’d like to let people opt-in to, how often customers can hear from you and shape your content, so your messages are always on-brand and relevant. Recurring notifications will also be available for businesses on Instagram this fall.

We also highlighted our click-to-message ads to help customers immediately start conversations with businesses, our CRM platform Kustomer and Meta Business Suite for higher volumes of messages across Facebook, Messenger and Instagram. Read more about our product investments in business messaging on our Meta for Developers blog.

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Facebook: Introducing New Members of the Oversight Board

Today, Meta welcomes the newest members of the Oversight Board who have just been appointed — Paolo Carozza, Khaled Mansour, and Pamela San Martin. Per the Oversight Board Bylaws, we worked together with the board to identify and select these members over the last few months. Over the next few months we will continue to…

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Today, Meta welcomes the newest members of the Oversight Board who have just been appointed — Paolo Carozza, Khaled Mansour, and Pamela San Martin.

Per the Oversight Board Bylaws, we worked together with the board to identify and select these members over the last few months. Over the next few months we will continue to support and work with the board to select additional members. The new members reflect a wide range of views and experiences, and will bring a variety of perspectives to the board’s existing expertise.

The Oversight Board represents a unique model for social media governance. From its inception, we knew its impact would come not just from its decisions on individual cases, but also from broader recommendations on how we can improve our policies and processes. In the time since they began hearing cases and issuing decisions and recommendations, they’ve been playing a bigger role in setting precedent and direction for our content policies and how we enforce them.  We look forward to welcoming the new board members into this process.

We will update this Newsroom Post as additional members are appointed. We are grateful to all board members for lending their expertise to our content moderation efforts.

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