Dynamics 365 Project Operations introduces a new feature that allows admins to configure multithreaded batch tasks for posting project invoice proposals, improving performance and reducing turnaround time.
For organizations delivering complex projects, a single invoice proposal can include thousands of invoice lines. Similarly, thousands of customers might need to invoice every billing cycle. In both cases, the window is often short between the time users submit all transactions for the period, review them, and generate invoices. This feature significantly improves performance when posting the project invoice proposal and makes the final invoice document available. This feature provides the following capabilities: New logic that splits the invoice posting process into multiple threads. This logi…
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
Admins can now configure the minimum interval for time entry durations in Dynamics 365 Project Operations, ensuring all logged time adheres to organizational policies.
Customers can now configure the allowable increment for time entry durations to ensure that all logged time adheres to their organization’s time-tracking policies. When enabled, you can only create or modify time entries whose duration is a multiple of the configured value (for example, 15 minutes, or 1 hour), helping prevent erroneous or non-compliant time entries from being recorded. Business Value: Customers can now ensure that time entry duration is always a multiple of a value set by them, preventing erroneous time entries from being logged. Enabled for: Enabled by admins/makers/marketers…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, 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
Administrators can now enable time-zone-independent behavior for the Time Entry Grid in Dynamics 365 Project Operations, ensuring time entries appear on the same calendar date regardless of user time zones.
Administrators can now enable time-zone-independent behavior for the Time Entry Grid so that time entries appear on the same calendar date, regardless of a user's time zone. This helps organizations with globally distributed teams maintain a consistent view of reported time and eliminates issues where entries appear on different dates due to time zone conversions. The enhancement improves accuracy, simplifies reconciliation and approvals, and ensures users see and manage time entries based on the intended business date rather than their local time zone. Business Value: Make it easier for your …
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 Customer Service adds a planning group filter to the adherence historical analytics report, allowing managers to view adherence metrics for specific planning groups.
This feature provides the following capabilities: The adherence historical analytics report includes a planning group filter that workforce managers can use to scope results to one or more planning groups. The planning group filter works with the report’s existing filters, allowing managers to combine planning groups, date ranges, and other report parameters in a single view. The report recalculates adherence metrics for the filtered scope, providing a group-level view of adherence performance instead of a contact center-wide aggregate. The report associates representatives with planning group…
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
Supervisors can now filter the adherence tracker by planning group in Dynamics 365 Customer Service, allowing them to view adherence data for specific groups.
This feature provides the following capabilities: The adherence tracker includes a planning group filter that supervisors can use to scope the view to a specific planning group. The planning group filter works with the existing shift plan and service representative filters, so supervisors can combine filters to refine a single view. The tracker displays representatives based on the planning groups associated with their scheduled shifts. This behavior keeps the tracker aligned with the shift plan used to calculate adherence. The tracker saves each supervisor’s filter selections across sessions …
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
Dynamics 365 Customer Service introduces the ability to associate forecast scenarios with planning groups, making forecasting more efficient and aligned with operational needs.
This feature provides the following capabilities: When creating or editing a forecast scenario, forecasters can optionally select a planning group. When a planning group is selected, the Timezone, Channel, and Queue values are populated from the planning group definition and become read-only. This behavior keeps the scenario aligned with its planning group. When no planning group is selected, forecasters can manually edit the Timezone, Channel, and Queue values. Existing scenario creation workflows remain unchanged. The forecast scenario list includes a Planning group column that forecasters c…
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
Dynamics 365 Customer Service introduces capacity planning groups to manage staffing for multiple queues and channels as a single unit, reducing the need for manual FTE calculations.
This feature provides the following capabilities: When creating or editing a capacity plan, planners can select a Planning group. A capacity plan created from a forecast scenario automatically inherits the scenario’s planning group. This behavior keeps the forecast scenario and capacity plan aligned without requiring additional input. For a capacity plan created from an uploaded forecast file, planners can select the planning group manually. The capacity plan calculates staffing requirements from the combined demand of the queues and channels in the planning group instead of providing separate…
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
Dynamics 365 Sales skills are now available in Copilot Cowork, providing users with context and recommendations based on sales data and Microsoft 365 signals.
As an admin, you can control who can access Copilot Cowork in your organization. The Dynamics 365 Sales plugin is installed by default in Copilot Cowork and available to all users who have access to Cowork. As a seller, you can use the sales skills in Copilot Cowork to: Understand customer, opportunity, and pipeline context without manually gathering information from multiple systems. Identify changes, risks, engagement patterns, and areas that require attention. Prioritize work across customers, opportunities, leads, and pipeline activities. Generate recommendations and next-best actions base…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Sales, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Customer Service introduces Copilot Cowork, which provides AI-driven insights and actions for service representatives. Admins can enable the plugin for end users to access these features.
The plugin in Copilot Cowork is available out of the box for service representatives. They can use the Customer Service skills after the administrator enables the plugin for them in Cowork settings. The key capabilities are as follows: Prioritizes and enriches cases: Surfaces highest-attention cases with suggested next actions. Reviews for criticality and severity: Flags cases where severity mismatches actual urgency signals. Briefs case at intake: One-screen customer, history, prior cases, and SLA snapshot. Summarizes root cause and resolution: Proposes likely cause and ranked next-step resol…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Commerce introduces contextual switching with external apps in POS, allowing sales associates to switch between POS and external applications while maintaining context. Admins can customize external applications and optionally add custom logic in POS.
How it works: POS to external application: A sales associate is working in POS and needs to use an external system (for example, a specialized parts-search tool). They trigger the Open URL POS operation, which opens the external application. External application back to POS: After the associate completes their task in the external system (for example, selects a part), the external application calls POS back with the relevant context—for example, a product ID and quantity. POS receives this context and navigates to the correct screen with the information loaded. Custom context handling: Busines…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Microsoft introduces a new feature allowing the creation of Dataverse agent users with Microsoft Entra agent identities, enabling secure and compliant management of AI agents.
Organizations can securely deploy AI agents to access and interact with Dataverse data by using enterprise‑managed Microsoft Entra agent identities. This feature enables agents to be provisioned as Dataverse agent users with dedicated, least‑privileged security roles based on their intended capabilities. This feature ensures agents have only the access required to perform tasks autonomously or on behalf of users. By using identity‑based role assignment and full auditing of agent‑driven actions, organizations can enforce security and compliance policies across both human users and AI agents whi…
Type
M365 Roadmap
Services
Entra ID
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Microsoft Dataverse, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Security · verify against the original
Business Central introduces new capabilities in excise journals to calculate tax amounts for plastic and sugar based on legislation requirements that use weight, content, and transaction quantities as the basis for excise taxes. The new Excise Tax Type, Qty. for Excise Tax, and Excise UOM fields on the Item Card and Fixed Asset Card pages let you define material composition and the relevant quantity basis for each product or fixed asset. For tax on plastic, Business Central calculates excise quantities by aggregating item ledger entries from purchases, positive adjustments, production output, …
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
Dynamics 365 Contact Center now includes real-time coaching for Quality Assurance Agents, shifting from post-interaction monitoring to in-the-moment guidance during live conversations. This feature is automatically enabled for admins/makers/marketers and generally available in June 2026.
The quality evaluation skill of the Quality Assurance Agent now includes real-time coaching, enabling organizations to shift from post-interaction monitoring to in-the-moment guidance during live conversations. Service representatives receive contextual coaching nudges during live conversations based on configured quality criteria and guardrails, allowing immediate course correction and improved interaction quality. Organizations can: Define policy-driven coaching triggers: Configure which quality criteria (such as compliance, empathy, script adherence, or resolution steps) initiate real-time …
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
A new Power Apps component framework control, Drawer Lookup, is now available for lookup fields on forms. This control provides a streamlined mobile UI, reducing visible clutter and minimizing taps compared to the standard lookup. It's available exclusively for mobile experiences. How to use: In Power Apps, open the table form containing the lookup field. Select the lookup field and choose + to add the new control. Select Drawer Lookup Control and set it for the phone and tablet client. Save and publish the form. The mobile app will reflect the change after the next sync or refresh. Enablement…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, 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
New read-only APIs for analyzing permissions in Dynamics 365 Business Central are introduced, allowing external auditing and analytics. This feature is enabled for end users automatically and generally available in June 2026.
In this release wave, we're introducing read-only APIs on the permission system. This allows for establishing security and auditing analytics and reporting outside Business Central—for example, creating reports with Power BI or agents with Microsoft Copilot Studio and MCP Server for Business Central. The APIs are read-only and allow querying for: Permission Set Object, Scope, Extension info, and Permission Set Permission Set and Security Group mappings Permission Set and User mappings We're also introducing a new permission set that allows you to use the new permission APIs. This shouldn't be …
Type
M365 Roadmap
Tags
Launched, General Availability, 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
Dynamics 365 Business Central updates its UK localization to include new data points and a dispute mechanism for payment practices, helping organizations comply with new UK regulations.
Business Central extends UK localization to support the updated Reporting on Payment Practices and Performance (Amendment) Regulations 2024. The system introduces new data points to the existing Payment Practices page, including the total value of payments made during the period, late payments relative to agreed terms, and the percentage of late payments caused by disputes. A dispute mechanism is added to purchase invoices to link delayed payments directly to dispute status. The report can be exported in CSV format for submission or further processing. Business Value: New legislation in the UK…
Type
M365 Roadmap
Tags
Launched, General Availability, 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
Admins can enable the 'No auto assignment' method for queues in Copilot Service to allow service representatives to manually pick up conversations, providing greater control over work distribution.
Use the No auto assignment method for queues in Copilot Service admin center when you want routed conversations to remain unassigned after they enter a queue. Instead of being assigned automatically, conversations stay in the queue until a service representative picks them up from their Inbox or a supervisor assigns them manually. This assignment method supports a pick-based work distribution model, giving supervisors and service representatives greater control over how work is handled. Unlike the push-based model used by other out-of-the-box assignment methods, which automatically assign conv…
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 · verify against the original
Dynamics 365 Finance and Operations introduces Copilot Cowork, enabling users to orchestrate workflows and generate insights across ERP and Microsoft 365 data sources, improving decision-making and workflow consistency.
The Copilot Cowork plugin for finance and operations apps enables users to move from business intent to insight to execution in a single experience. Copilot orchestrates work across ERP data, emails, documents, spreadsheets, collaboration tools, and downstream business processes. Key capabilities Orchestrate workflows across ERP and Microsoft 365 data sources. Analyze business data and generate contextual insights. Reason across finance, operations, and supply chain domains. Generate recommendations and prepare next steps. Execute actions while keeping humans in the loop. What this means for c…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Finance and Operations cross-app, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Commerce introduces mass price update capabilities using attribute combinations and rule-based markups, reducing manual effort for pricing managers.
This feature enhancement introduces mass price update capabilities that use price attribute combinations and rule-based markups to provide an efficient way to manage large-scale pricing changes. Create trade agreement prices using attribute combinations Pricing managers can now define pricing updates based on price attribute combinations such as product attributes, customer segments, package types, and warranty types. This functionality allows a single rule to update pricing for a wide range of items and customers that share identical attribute characteristics. Apply amount or percentage marku…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Easily explore and select customer data stored in OneLake for processing in Customer Insights - Data. The OneLake connector reads directly from your OneLake data, eliminating the need to copy or stage data. Integrate external sources quickly: Use Fabric shortcuts and mirroring to bring data from external systems into Customer Insights - Data. Ingest data quickly: OneLake-managed tables use the Delta data format, which enables incremental data ingestion, reducing the time required to ingest large sets of data when only a small fraction changes each day. Scenario Contoso centralizes its customer…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Customer Insights - Data, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Finance introduces a new inquiry feature to help users review purchase orders processed during the year-end process, providing a clearer audit trail.
The purchase order year-end process can update purchase order accounting dates and carry purchasing commitments into the next fiscal year. Finance users need a simple way to confirm which purchase orders were included in that process, understand how accounting dates changed, and see the resulting document status after year-end processing. With this feature, Dynamics 365 Finance adds a dedicated inquiry for purchase orders processed through Purchase order year-end. The inquiry is designed to help finance users review the year-end outcome without opening and investigating each purchase order ind…
Type
M365 Roadmap
Tags
Launched, 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
Dynamics 365 Business Central adds support for e-invoicing and e-reporting in France, enabling the use of Peppol BIS3 and Factur-X formats starting August 2026.
Business Central adds support for e-invoicing and e‑reporting in France, following the DGFiP five‑corner model. Microsoft doesn't operate as a certified Partner Dematerialization Platform (PDP); instead, companies can use existing E‑Document connectors to exchange invoices and lifecycle messages through certified PDP providers. The localization app enables two compliant formats: Peppol BIS3 (XML) and Factur‑X (PDF/A‑3 with embedded XML). The feature supports sending and receiving structured e‑invoices for sales and purchase processes, including all mandatory lifecycle statuses. Companies will …
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
This feature enhancement extends the standard credit management framework to all Commerce orders across channels, ensuring the consistent application of credit policies between Commerce and Supply Chain Management. During order fulfillment, Commerce channels including call center and POS adhere to defined credit management blocking rules to determine whether an order should be placed on credit hold for review. For order capture scenarios, POS and Commerce e-commerce continue to rely on the existing Check credit limit on sales order configuration in credit and collections parameters to evaluate…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Contact Center introduces the Adherence History Report to help supervisors analyze historical adherence patterns and optimize workforce planning.
The Adherence History Report provides a complete view of customer service representatives’ historical adherence to scheduled tasks and activities. It helps supervisors analyze patterns, identify gaps, and improve workforce efficiency. Key capabilities Trend chart: Visualize adherence patterns for individual service representatives or the entire team over time. Metrics dashboard: Track adherence percentage, total scheduled time, and time spent out of adherence. Activity summary view: Access detailed activity records for each service representative, including precise durations for granular analy…
Type
M365 Roadmap
Tags
Launched, 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
Merchandising managers can now define specific products as non-returnable in Dynamics 365 Commerce, which will block returns at the point of sale to reduce unauthorized returns and enhance operational efficiency.
This feature enables merchandising managers to define specific products or entire product hierarchies as non-returnable. This can be done by enabling a new property on released products either individually, or in bulk via the category view. Once configured, POS blocks the return of such items to enforce compliance and reduce unauthorized returns. This capability also enhances operational efficiency by clearly signaling return restrictions to cashiers and customers during the original sale, reducing confusion and dispute rates at the counter. Implementation partners are also able to easily exte…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original