Expense Agent now supports creating expenses from imported credit card transaction feeds or automatically reconcile with them if the expense was created earlier. Key capabilities include: Import credit card transaction data and review it in the web and mobile apps. Automatically create expenses from imported card transactions. Match imported transactions to existing expenses, where applicable. Reduce duplicate data entry by leveraging transaction details already captured from credit card feeds. Credit card transactions are manually imported into the Credit Cards Feeds from the file. The system…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Customer Service introduces out-of-the-box historical reporting built on a shared analytics foundation, supporting scalable data and AI analytics. GA date is October 2026.
Dynamics 365 Customer Service provides out-of-the-box historical reporting built on a shared analytics foundation: a scalable, open, and AI-ready data foundation for Customer Experience and AI analytics scenarios across Dynamics 365. It uses a lakehouse-based architecture that can scale with data volume, supports curated analytics datasets for direct querying, and enables consistent reporting and semantic definitions across reports, agents, and copilots. GA date: October CY2026
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Customer Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Enhancements to external sustainability reporting in Dynamics 365 improve standards and assessments structure, search capabilities, and dimension visualizations, making it easier to manage and validate disclosures.
This feature delivers enhancements to the external reporting experience with an improved standards and assessments structure and enhanced search capabilities. Users can navigate standards, assessments, and concepts more efficiently, reducing time spent locating and managing reporting content across complex disclosures. New dimension visualizations provide clearer insight into the context of reported data, helping users better understand dimensional attributes and validate disclosures more accurately. The enhancements are automatically enabled within the external reporting experience and requir…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Sustainability, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Administrators can now manage Microsoft Copilot Studio costs through the Microsoft 365 admin center, providing a centralized way to control spending on AI workloads.
We’re expanding cost management for Microsoft Copilot Studio into the Microsoft 365 admin center. This gives administrators a more centralized way to manage Copilot Credit spend across usage-based AI workloads while retaining Copilot Studio cost management capabilities in the Power Platform admin center. With this update, administrators can bring supported Copilot Studio environments and agents under Cost Management spending policies. Resource-based policies for environments and agents are the first planned scopes, with broader user and group policy support planned for a later phase. Furthermo…
Type
M365 Roadmap
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), Microsoft 365, Microsoft 365 admin center, Microsoft Copilot Studio, Microsoft Power Platform governance and administration, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Finance will enhance positive pay file generation through batch processing, improving scalability and performance for organizations generating large files.
This feature improves the scalability and performance of positive pay file generation by enabling the process to run as a background batch job. Organizations that generate large positive pay files can now offload processing from the interactive user session, reducing the risk of timeouts and improving the overall user experience. The enhancement is designed to support high-volume check payment scenarios while maintaining the existing positive pay functionality and output formats. GA date: December CY2026
Type
M365 Roadmap
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Finance, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Unified pricing management in Dynamics 365 Supply Chain Management now includes margin check capabilities for price overrides, ensuring profitability is considered during transactions.
Price override allows sales representatives to adjust the preset price of a product during a transaction—typically for business purposes such as customer negotiations and retention. Previously, price override validation only enforced amount-based thresholds, without evaluating how the override would impact profit margins. Unified pricing management now provides margin check capabilities for price overrides across all order entry channels available in Dynamics 365 Supply Chain Management. Orders entered through Commerce Scale Unit or Point of Sale For organizations that use Dynamics 365 Commerc…
Type
M365 Roadmap
Tags
In development, 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 now supports Distributed Order Management (DOM) for standard sales orders, allowing automatic fulfillment optimization without relying on Commerce or retail configuration.
Distributed order management (DOM) can now optimize fulfillment for standard sales orders in Dynamics 365 Supply Chain Management. Previously, DOM was available only for Dynamics 365 Commerce orders. Now you can use the same rules-based fulfillment engine to automatically choose the best site and warehouse for each sales order line, without depending on Commerce or retail configuration. This feature includes: DOM for standard sales orders: Eligible Supply Chain Management sales orders are picked up by the DOM batch job, evaluated against your fulfillment profile, and assigned the optimal site …
Type
M365 Roadmap
Tags
In development, 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
Microsoft Copilot Studio now allows makers to share agents with other makers, granting them Viewer or Editor roles. This feature is available in preview starting September 2026.
Enables sharing of agents with other makers in the new Microsoft Copilot harness. Makers can grant other makers Agent Viewer (view analytics/evaluations only) or Editor (view, edit, configure, share, publish) access to an agent, with auto-assigned security roles. GA date: October CY2026 Preview date: September CY2026
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot Studio, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Field Service allows administrators to control whether booking completion automatically updates the booking End Time, helping maintain accurate duration records.
What you should do
Review and configure the organization-level Set End Time on booked resource completion setting in Field Service settings to ensure accurate booking duration records. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Business value Technicians do not always record booking completion at the moment work ends. They may update the booking later because of connectivity, customer-facing responsibilities, or end-of-day administration. When the later administrative action replaces the booking End Time, the recorded duration can extend beyond the work that was actually performed and affect downstream journals, time entries, labor costs, actuals, and work-order completion reporting. Field Service administrators can choose whether completion by the booked resource automatically changes the booking End Time. Organizat…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Field Service, Android, Desktop, iOS, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
The Expense Agent mobile app for Dynamics 365 Business Central is now available in public preview, allowing employees to submit receipts directly from their iOS or Android devices.
The Expense Agent mobile app for Dynamics 365 Business Central extends expense capture to iOS and Android mobile devices by enabling employees to submit receipts directly from their phone or using native share functionality. Employees can take a photo of a receipt with their phone camera or select an existing image or document, and share it with Expense Agent mobile app. They can also capture multiple receipts directly from the mobile app and process them automatically. The Expense Agent mobile app processes the input, extracts relevant information, and automatically creates expense entries wi…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Android, iOS
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Customer Service provides out-of-the-box historical reporting built on a shared analytics foundation: a scalable, open, and AI-ready data foundation for Customer Experience and AI analytics scenarios across Dynamics 365. It uses a lakehouse-based architecture that can scale with data volume, supports curated analytics datasets for direct querying, and enables consistent reporting and semantic definitions across reports, agents, and copilots. GA date: October CY2026
Type
M365 Roadmap
Tags
Rolling out, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Contact Center, Dynamics 365 Customer Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Contact Center introduces historical analytics built on a shared analytics foundation, offering out-of-box reports and extensibility through various models.
Contact Center historical analytics provides out-of-box historical reporting for Dynamics 365 Contact Center, built on a shared analytics foundation. It moves reporting from heavier workload-specific Power BI models toward a shared analytics foundation with conformed facts, shared dimensions, pre-built aggregations, and common definitions across conversations, sessions, agents, queues, channels, CSAT, handle time, and operational KPIs. Customers can continue using out-of-box Power BI reports while gaining extensibility through Fabric, Direct Lake, SQL, Spark, and custom lakehouse models. GA da…
Type
M365 Roadmap
Tags
Rolling out, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Contact Center, Dynamics 365 Customer Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Contact Center introduces automatic rerouting of conversations to the correct queue, managed by updating conversation details and selecting Reroute. Admins can enable this feature.
Service representatives can reroute a live voice or messaging conversation when they realize they aren't the right person to help. The representative updates the conversation details, or the details of a linked case, contact, or account, and then selects Reroute. The conversation goes back through classification and route-to-queue rules and is assigned to the right queue automatically, so representatives don't need to know routing rules or choose a queue themselves. The customer stays connected throughout, and the next representative receives the conversation with its full history and updated …
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
Dynamics 365 Contact Center introduces bullseye routing with user groups, allowing administrators to configure tiered assignment strategies based on conversation wait times.
Bullseye routing with user groups enables a tiered assignment strategy that automatically expands the pool of eligible representatives as conversation wait time increases. Rather than assigning from a fixed pool or waiting for overflow rules to trigger, this approach progressively widens availability in concentric rings—starting with the best-fit representatives and expanding outward as needed. Administrators configure this scenario by associating user groups with a queue and defining wait time thresholds for each tier. For example: 0–30 seconds: Assign to Tier 1 specialists (primary user grou…
Type
M365 Roadmap
Tags
Rolling out, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
What-if scenario modeling for Dynamics 365 Project Operations allows admins to simulate changes to project plans and evaluate their impact before committing.
What if scenario modeling enables you to simulate changes to a project plan and evaluate their impact before committing to them. Available for both Project Operations core and Project Operations connect with ERP deployment types, this capability can be enabled through Feature Control and allows you to: - Create and manage multiple versions of the Work Breakdown Structure (WBS). - Modify key planning variables, including schedule, scope, effort, and resources. - Analyze the impact of changes across one or more planning variables in real time. - Compare alternative scenarios, identify the optima…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, 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
Microsoft Copilot Studio agents can now browse and interact with websites using natural-language instructions, extending their capabilities beyond configured knowledge sources and API integrations.
Enable Microsoft Copilot Studio agents to browse and interact with websites as a native capability powered by the Microsoft Copilot harness. Using natural-language instructions, agents can navigate web pages, extract information, and download files. Agents can then use that information and those files alongside other tools to complete end-to-end workflows, extending their reach beyond configured knowledge sources and API-based integrations. GA date: January CY2027 Preview date: November CY2026
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot Studio, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Supply Chain Management introduces new rental management capabilities to help organizations manage and monetize assets throughout the rental lifecycle.
As organizations expand beyond one-time asset sales to rental, leasing, and servitization business models, new rental management capabilities help them manage and monetize the assets they build, own, and operate throughout the rental lifecycle. In Dynamics 365 Supply Chain Management, organizations can manage availability and reservations, fulfillment, delivery and pickup, inspections, and returns. These capabilities can help improve fleet utilization, reduce idle time, and streamline the movement of fleet items between locations, jobsites, and customers. Together, connected rental processes a…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Field Service, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
A new feature in Power Automate will automatically repair UI automation selectors during flow execution, offering suggestions for problematic selectors. This is available in preview starting July 2026.
A new agentic debug run feature will be available in the flow designer. The UI automation repair interface launches while the flow is running, validating each selector used in the flow. It then proposes a new selector in case an existing one does not work as expected, after the user captures the respective element for reference. GA date: March CY2027 Preview date: July CY2026
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Automate, Microsoft Copilot (Microsoft 365), Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Add resilient, AI-powered UI automation directly into your workflows with computer use tools. Makers can build reusable, goal-oriented automations that adapt dynamically to website or app changes, while admins maintain governance through access controls, hosted browser management, and environment-level permissions. Update: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience. GA date: October CY2026 Preview date: April CY2026
Type
M365 Roadmap
Tags
Cancelled, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Microsoft Copilot Studio, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Microsoft Copilot Studio introduces the agent node, allowing embedding of reasoning directly into workflows, reducing manual handoffs and operational overhead.
The agent node lets you embed reasoning directly into your workflow. This means fewer manual handoffs, faster processing times, and workflows that can handle nuanced decisions without additional development effort, helping teams automate more of their end-to-end processes and reduce operational overhead. GA date: September CY2026 Preview date: April CY2026
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Microsoft Copilot Studio, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Real-time streaming analytics is built into the new supervisor application. An advanced streaming engine keeps metrics up to date with near-instant updates, allowing supervisors to view the latest data without refreshing the dashboard. Key capabilities include: Continuous, streaming dashboards: Monitor mission-critical KPIs such as queue backlog, service level, abandon rate, and representative presence in near real time. Visual alerts highlight anomalies as they occur. Full-screen wallboards: Display live metrics on high-resolution monitors across the contact center floor, providing teams with…
Type
M365 Roadmap
Tags
In development, 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
Dynamics 365 Commerce introduces new capabilities for Trade Counter POS, allowing businesses to manage trade counter operations more flexibly and efficiently.
Trade Counter POS is a collection of capabilities for Dynamics 365 Commerce Point of Sale. Businesses can adopt the capabilities individually to support their trade counter operations rather than enable a single, all-or-nothing experience. Counter associates can find customers, organizations, and products quickly. They can review customer history, credit terms, and contract pricing, and use product attributes to identify items that meet the customer's requirements. Associates can build and manage large carts efficiently. Bulk add lets them enter multiple items and quantities, while quick add w…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Desktop, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Finance introduces optimized customer data entities for more focused integration of customer information, with GA in July 2027 and a preview in October 2026.
Dynamics 365 Finance introduces a set of optimized customer data entities that provide more focused options for integrating customer information. Instead of relying on a single broad customer entity, organizations can work with purpose-specific entities for core customer information, extended customer attributes, postal addresses, electronic contact information, and customer associations. The optimized entities support both Data management import/export and OData integration scenarios, enabling organizations to build customer integrations around the specific data required for each business pro…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Finance, Dynamics 365 Finance and Operations cross-app, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Administrators can now configure task grid actions in Dynamics 365 Project Operations, allowing them to control which actions are visible in various views and controls.
This feature extends Task Grid View Templates so administrators can configure both task columns and the visibility of supported task-grid actions in one place. Administrators can show or hide individual actions across task-grid views, the toolbar, row-level controls, and the task context menu. Configurable actions include views such as Board, Timeline, Charts, Assignments, People, and Goals; toolbar commands such as Baseline, Conditional Formatting, and export; and task-management actions such as Indent, Outdent, Cut, Copy, Paste, Delete, and dependency management. Essential capabilities, incl…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, 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
Dynamics 365 Sustainability now includes a restatement capability to recalculate previously calculated emissions, maintaining traceability and supporting various correction scenarios.
Organizations can recalculate previously calculated emissions using a new restatement capability in Dynamics 365 Sustainability. Users can create a new calculation result while preserving the original result, helping maintain traceability between the original and restated emissions. Users can identify the calculation being restated, capture the reason for the restatement, and retain the calculation history. This supports scenarios such as correcting errors, incorporating improved activity data or emission factors, changing methodologies, and reflecting organizational or structural changes. GA …
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Sustainability, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original