Project managers can choose to not import team members or use generic placeholders when importing tasks from one project to another in Dynamics 365 Project Operations. This ensures task structure and staffing plans can be reused.
This feature gives project managers control over how resource assignments are handled when importing tasks from one project to another. For each import, project managers can choose to: Not import the team members - Each imported task will lose the assignment information. Use a generic placeholder: Create and assign a generic resource for each assignment in the imported task just like copy project functionality. Tasks without assignments continue to be imported without resources. This ensures that both the task structure and its staffing plan can be reused in the target project. GA date: March …
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), GCC, Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
This feature gives project managers greater control over where imported tasks are placed within a project plan. From the task grid, a project manager can open the context menu for an existing task and select Insert task below. The standard Import Tasks pane then opens and confirms the selected insertion point. Imported tasks are placed immediately after the selected task and at the same level in the task hierarchy. If the selected task has subtasks, the imported tasks are inserted after the entire group of subtasks, preserving the existing hierarchy. When multiple tasks are imported, they rema…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), GCC, Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
A new option in Dynamics 365 Field Service allows admins to disable clickthrough on lookup values in forms, rendering them as plain text to prevent accidental navigation. This change applies to both web and mobile forms.
A new option in the lookup control lets you disable clickthrough on the displayed lookup value. When disabled, the lookup value renders as plain text (not a hyperlink), preventing users from unintentionally opening the related record. This applies to forms across web and mobile. How to use In Power Apps, edit the table form containing the lookup. Select the lookup field, and then select Disable click-through of lookup value. Select Save and publish the form. The mobile app reflects the change after the next sync. Enablement and scope This is a UI‑level control on the lookup field and doesn't r…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Field Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Field Service is expanding the Scheduling Operations Agent to optimize schedules for up to 30 resources, with new features like custom goals and optimization scopes. This will be automatically enabled for organizations with the agent enabled.
This release expands the optimization capabilities of the Scheduling Operations Agent to include multiple resources. The agent considers the availability of the resources, their current schedules, and unscheduled requirements. It suggests a schedule that honors configured constraints and optimizes it according to the selected goal. Dispatchers can review and compare the proposed schedules with the current schedules before applying changes. New capabilities include: Optimize schedules for up to 5 resources directly from the schedule board. Optimize schedules for up to 30 resources using an opti…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Field Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Project Operations introduces more flexible default settings for financial dimensions, allowing admins to configure criteria based on contracts, projects, or cost and revenue profiles.
Previously, you had limited options for how financial dimensions default. This feature adds functionality and flexibility to default financial dimension values. With this feature, you can: Create a configuration to determine how financial dimensions default based on criteria like contract, project, or cost and revenue profile. Set criteria to determine whether dimensions default from contract lines or projects. Improve reliability when you save financial dimensions and value defaults on the project. Add the ability to set dimensions on time and material contract lines. Add the ability to use c…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Project Operations adds a dedicated budget section in the left navigation, improving budget visibility and usability for project managers.
This feature enhances the Project Budget management experience by improving visibility, usability, and contextual clarity when working with project budgets and budget versions. It addresses limitations of the existing Project form Budget tab and reduces ambiguity around budget version actions. Since this is a navigation addition, the Budget section is available by default. Improved budget visibility Budget information is presented in a dedicated, optimized experience that overcomes space constraints of the Project form. Key budget attributes and financial details are clearly visible without ex…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Business Central now supports self-billed invoices, allowing buyers to generate invoices for vendors under a mutual agreement. This feature is enabled automatically for end users and is available in a preview version starting April 2026.
Business Central offers full support for self‑billed invoices in the purchase process. Buyers can now generate invoices on behalf of a vendor when a self‑billing agreement is in place. A new Boolean field on the Vendor Card page enables this agreement, and all Purchase Invoices created for that vendor, whether from Purchase Orders or directly, are automatically marked as self‑billed. Vendors can also be assigned a dedicated No. Series for self‑billed invoices, ensuring correct document sequencing. A new report layout, Posted Purchase Invoice – Self‑Billing Invoice, formats the invoice to align…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
A new feature in Dynamics 365 Project Operations allows general journal lines to be associated with project resources, enhancing tracking and auditability for detailed expense journals.
This feature expands the existing general journal functionality for modern projects. A new capability is added so general journal lines can have an associated project resource. Specifying the project resource on a journal line allows for increased tracking and auditability for where organizations want to track expense journals on a detailed per-resource basis instead of in a summary. Tracking expenses on a per-resource basis is especially helpful for scenarios around accruals where all expenses aren't approved and posted from the prior period and organizations want to track as per-resource acc…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Project Operations is updating the correction journal process to make it easier and more flexible, allowing different transactions to be corrected in different ways within the same journal.
Correcting transactions after they’ve been processed can be a complicated and difficult process. Currently in Project Operations, you must select all the transactions you want to correct at the same time to create the journal, and all transactions added to the journal must be corrected in the same way. This leads to significant repeat work, where you need to create multiple journals to be able to make different corrections on different transactions. This feature updates that process with the following changes: Transactions can be marked with Needs correction from the billing hub view, then onc…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
This update will correctly display the accounting currency label in Microsoft Dataverse for Project Operations, matching the actual currency unit stored in the child record.
This feature lets different currency units show the actual record for the accounting currency when the unit differs from the base currency. Today the correct value is shown, but the units are incorrectly shown as the base currency, regardless of the actual accounting currency unit. In this feature, accounting currency fields are stored in a child record with the correct currency unit and appears with the correct label on the actual form. Business Value: Currently in Project Operations, when an accounting currency differs from the company's base currency, it's shown with an incorrect currency l…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Admins can enable a customizable task form for project tasks in Dynamics 365 Project Operations, allowing for more flexible and efficient task management.
In the task grid, when you select the i icon next to a task name, the Task details pane opens so you can enter more information. This pane is part of Microsoft Project for the web and is embedded in an iframe that makes it non-customizable. With this feature, you get a customizable task form. The form shows essential task attributes and lets you bring customization to the task pane. You can manage and track project tasks more easily in one place. This feature is managed through a feature flag in Project Parameters. When enabled, clicking the i icon opens a customizable task pane that lets you …
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
A new what-if analysis feature for Dynamics 365 Project Operations allows admins to model scenarios and evaluate their impact on financial goals, enabling better decision-making and optimization of profitability.
This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals. Scenario modeling: Use existing quotes to simulate scenarios and assess their effects on goals like profitability and gross margins. Goal-oriented analysis: Select specific goals and target values to model pricing changes effectively. Dynamic pricing dimensions: Adjust key pricing dimensions to explore how changes influence the selected goals. Informed decision-making: Review multiple what-if analysis models, compare outcomes, and appl…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Microsoft has released the Dataverse SDK for Python, enabling data scientists and developers to build agentic flows and interact with Dataverse data using Python.
The Microsoft Dataverse SDK for Python empowers data scientists and developers to build intelligent, compliant, and scalable agentic flows that integrate seamlessly with Dataverse. In the agentic age, where autonomous agents orchestrate workflows and act on behalf of users, the SDK provides the essential tools to interact programmatically with enterprise data platforms. The SDK supports structured data access, composable APIs, and governance features that are critical for building trustworthy and efficient agents. Key capabilities can include: Autonomous data agents that can query, update, and…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Dataverse, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
The feature introduces four new APIs in the Sustainability area to improve interoperability and enable automated data flows between Business Central and external applications. The new APIs are: Goals: Provides read, insert, and modify operations for sustainability goals. ESG Reporting Staging: Read-only API for accessing staged ESG reporting data. Emission Value Entry: Read-only API for retrieving emission value entries calculated in Business Central. Purchase Lines with Sustainability Detail: Enables read, insert, and modify operations on purchase lines, including sustainability-related field…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Administrators can configure and manage pinned contacts and queues for representatives in the Copilot Service admin center to streamline their workflow.
In the Copilot Service admin center, administrators configure and manage pinned contacts and queues for representatives as follows: Enable pins in the Customer settings > Manage pins > Admin pins page so that representatives pin their contacts and queues. Pin specific contacts and queues for representatives. Display pinned items to representatives based on business units. Business Value: This feature streamlines your team’s workflow by removing the hassle of tracking multiple consult and transfer targets, so that your service representatives focus on delivering faster, more reliable support. E…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Contact Center, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Admins can enable a feature in Dynamics 365 Project Operations that allows users to match subcontractor vendor invoices against actual costs, improving financial accuracy and operational efficiency.
When you enable the Enable subcontractor vendor invoice matching to actuals for Project Operations integrated with ERP setting, you activate this feature. Key capabilities: This feature enables procurement managers, project accountants, and accounts payable users in finance and operations apps to efficiently identify, review, and match project actuals generated from subcontracting activities against incoming vendor invoices. By providing visibility into the underlying actual cost transactions, users can validate that the invoice accurately represents the work performed and the costs incurred b…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Business Central is adding subcontracting capabilities to its supply chain management solution, allowing for better tracking and management of external vendors in production processes. Admins can enable this feature for their users starting from July 2026.
What you should do
Admins should review and enable the subcontracting feature key on the Feature Management page before July 2026 to ensure smooth migration for users. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
The standard Dynamics 365 Business Central solution already meets many global needs. We expand that solution to meet local needs by adding capabilities that include: Logistics flows that manage subcontractor transfers for raw materials and components, along with warehouse handling and item tracking. Flexible pricing that considers the work center, item, dates, and quantity. Finished goods receipts with item tracking and warehouse handling from purchase orders. Logistics flows that manage subcontractor transfers of finished goods. Enhanced usability and more transparency in production processes…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
Power Automate Process Mining now supports object-centric process mining, allowing for more detailed analysis of processes involving multiple objects and types.
Real business processes rarely flow as a single, linear instance. Events routinely touch several objects of different types at the same time (for example, creating an invoice for a specific order, or shipping a package that contains items from multiple orders). Object-centric process mining captures that reality by recording events that relate to many objects and object types in one process, preserving their relationships end‑to‑end. Here's the key idea: Instead of “one case → one sequence of activities,” object-centric process mining lets one event belong to multiple objects (and object types…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Automate, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
A new pricing calculation API has been released for Dynamics 365 Supply Chain Management, allowing external systems to retrieve real-time pricing and discount information.
The new pricing calculation API allows external systems to programmatically retrieve active prices or price quotes directly from Supply Chain Management. Based on key input data provided by the external system—such as product and customer details—Supply Chain Management provides real-time pricing and discount calculation results. The API returns a product’s calculated price, including simple discounts. It doesn't calculate multiline discounts and assumes that each product in a request has a quantity of one. Business Value: Empower external applications to retrieve accurate, real-time pricing a…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Supply Chain Management, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Power Automate introduces a new process intelligence experience with enhanced visualization and analysis capabilities, enabling users to create custom analytical views without technical complexity.
The process intelligence experience is a modern, flexible workspace designed for comprehensive process analysis. It provides a fully customizable analysis environment that combines multiple visualization and analysis components into cohesive, purpose-built workspaces. The platform empowers users to construct exactly the analytical view they need without technical complexity. Core capabilities include: Tab-based navigation: Organize related analyses into separate tabs within a single workspace, maintaining context while exploring different perspectives or process segments. Flexible layouts: Arr…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Automate, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Supply Chain Management introduces new strategies for capturing serial and batch numbers during cluster picking, allowing admins to choose between capturing once or separately for each cluster position.
This feature lets you control how serial and batch numbers are captured during cluster picking for items tracked below the location level in the reservation hierarchy. You get two new strategies in the cluster setup: capture serial and batch numbers once before distributing items or capture them separately for each cluster position. The new Enum in the cluster setup UI makes it easy to choose your preferred mode, so you can ensure every serial or batch number is matched to the right order. Business Value: Boost shipment accuracy and reduce picking errors with precise serial and batch capture f…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Supply Chain Management, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Power Automate introduces process mining with custom KPI creation and visualization features, allowing admins/makers/marketers to define and use specific business metrics.
The process intelligence experience allows flexible metric creation with seamless visualization integration. This feature enables you to define custom KPIs and metrics tailored to specific business requirements within the process intelligence experience. You can create custom metrics using configurable formulas that can incorporate existing process data, standard KPIs, and mathematical operations. Key capabilities include: Custom metric creation: Build new KPIs using an intuitive formula editor that supports calculations based on case attributes, event data, timestamps, and existing metrics. E…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Power Automate, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Supply Chain Management introduces a feature that allows receiving transfer orders in warehouse-only mode with a single license plate scan, using ASN-based packing structures to streamline the process.
Receive transfer orders in warehouse-only mode with a single license plate scan. This feature uses ASN-based packing structures to speed up inbound shipment processing and improve accuracy. The packing structure is defined within the ASN, so you can streamline your receiving workflow and reduce manual steps. Business Value: Streamline your warehouse receiving process in warehouse-only mode (WOM). With advance shipping notice (ASN) packing structures, you can process transfer orders using a single license plate scan, saving time and minimizing manual work. Enabled for: Enabled by admins/makers/…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Supply Chain Management, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Supply Chain Management introduces dynamic work classification using Power FX, allowing real-time evaluation and prioritization of warehouse tasks based on operational data.
Dynamic work classification powered by Power FX formulas lets you evaluate warehouse queries in real time, so you can prioritize work based on load priority or any operational data. This removes the need for multiple location directives or work templates, reducing configuration complexity and making your warehouse more responsive. You use familiar Power FX capabilities from Microsoft Dynamics 365 Finance and the Power Platform to define and adjust operational logic with a flexible, low-code approach. This leads to faster decisions, better resource allocation, and more autonomy for your warehou…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Supply Chain Management, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Sensitive customer data is removed before being sent to Purview audit logs to prevent leaks, affecting administrators and makers who manage Dataverse audit logs.
To help prevent leaking sensitive customer data from Dataverse audit logs, all customer data is removed before these audit events are sent to Purview activity logging. Examples of sensitive customer data include financial information, medical and health data, and personally identifiable information. In Dataverse audit logs, create and update events—including a column’s before-and-after values—are captured. These values remain in Dataverse audit logs, but aren’t sent to Purview activity logging. Business Value: This feature restricts customer business data in Dataverse audit logs from being sen…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Microsoft Power Platform governance and administration, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original