Dynamics 365 Customer Insights now automatically provides behavioral data from Journeys to Data, allowing for more precise targeting and segmentation of customers based on their previous interactions.
You can now access behavioral data captured by Customer Insights - Journeys, such as emails opened and links clicked, and use it in Customer Insights - Data. The behavioral data from Customer Insights - Journeys is now automatically available in Customer Insights - Data. Key capabilities include: Get data quickly by eliminating the need to build and wait for special data flows to export behavioral data from Dataverse to Fabric, and then into Customer Insights - Data. Use the behavioral data to refine segments for precise targeting of customers that includes how they responded (or didn't respon…
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 Commerce introduces payment profiles that allow store administrators to control the display order and visibility of payment methods in POS registers, simplifying payment management and reducing customization needs.
The feature introduces payment profiles that can be associated with POS registers. These payment profiles provide retailers with a flexible and centralized way to manage how payment methods appear across their POS registers. Store administrators can create reusable profiles and assign them to individual registers or groups of registers, ensuring that each station only displays relevant payment methods. Within each profile, administrators can control visibility by choosing which payment methods are displayed and hide previously used payment methods, eliminating the need for customization. Store…
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
Document attachments provide valuable context and detail about ERP records. With this release, the Dynamics 365 ERP MCP server will provide access for agents to work with the attachments by creating, deleting, or reading and reasoning over the content of the attachments in agentic flows. Business Value: Document attachments provide valuable context and detail about ERP records. Enabling agents to access the attachments opens many opportunities for powerful agentic experiences. Enabled for: Enabled for admins/makers/marketers automatically More info: https://learn.microsoft.com/en-us/dynamics36…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), 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
With flow groups, you can share Process license capacity across up to 25 cloud flows, optimizing license allocation and reducing costs for organizations operating higher-volume workflows that don't need their own dedicated capacity. Prerequisites: Power Automate Process licenses available to the environment Cloud flows stored in solutions Power Automate maker permissions Business Value: Save costs, reduce management effort, and improve resource utilization by efficiently sharing capacity across multiple flows. Enabled for: Enabled for admins/makers/marketers automatically More info: https://le…
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 ERP now includes deep links in copilot responses, providing transparency and traceability. This feature is automatically enabled for admins, makers, and marketers.
The Dynamics 365 ERP MCP server enables copilots to respond to prompts related to data across the Dynamics 365 ERP suite of applications. Users expect visibility into how copilot responses relate to the underlying business data and system records. With this release, copilot responses generated from the Dynamics 365 ERP MCP server will include deep links to the data used to generate the response, improving transparency, traceability, and trust in the AI-generated responses. Business Value: Users receive transparency, traceability, and trust in copilot chat experiences with citations and deep li…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), 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 Field Service introduces a bulk move feature that allows schedulers to shift multiple bookings by a consistent time offset, reducing manual effort and maintaining schedule accuracy.
Bulk move enables schedulers to shift multiple bookings forward or backward by a consistent time offset in a single action. Instead of adjusting each booking manually, users can select bookings across one or more resources and apply changes, such as moving all affected work by a day or a week. This feature is especially valuable when plans change due to factors like weather delays, customer reschedules, or operational disruptions. It is automatically enabled for users. By preserving each booking’s duration and details while updating its placement, bulk move ensures schedules remain accurate an…
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 introduces full screen map mode for the schedule board, enhancing spatial visibility and resource scheduling for dispatchers.
Full screen map mode allows dispatchers to expand the schedule board map to fill the entire workspace, removing visual constraints that limit situational awareness. With more space, users can easily analyze resource locations, view booking distribution, and evaluate geographic coverage without distractions from other panels. This capability is particularly useful for dispatchers who rely on spatial context when assigning or adjusting work, such as route planning, proximity-based scheduling, or identifying coverage gaps. By prioritizing geographic visibility while retaining essential scheduling…
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
A new feature in Dynamics 365 Field Service allows schedulers to move multiple bookings to a different resource in a single step, simplifying large-scale staffing changes.
Bulk reassign simplifies large-scale staffing changes by allowing schedulers to move multiple bookings to a different resource in a single step. Instead of reassigning work one booking at a time, users can multi-select bookings and quickly redirect them to another qualified resource using a new feature in the right-click menu. This feature supports common scenarios such as covering for unexpected absences, rebalancing workloads, or shifting work between teams. It is automatically enabled for users. Booking timing and duration remain unchanged, ensuring continuity while ownership updates seamle…
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 now allows users to cancel segments of long-running or multiday bookings directly in aggregate views, preserving the remaining booking and maintaining historical accuracy.
Cancel booking actions in aggregate views give schedulers precise control over long-running or multiday bookings directly within their current view. Users can cancel bookings with the same time granularity as the selected view. For example, canceling a week in a weekly view, canceling a day in a daily view. To cancel a segment, open the Edit Details panel and set the desired interval's duration to 0 minutes. Instead of canceling an entire booking to address partial changes—such as a delayed week, scope adjustment, or unexpected time off—users can cancel only the portion that no longer applies.…
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
A new opt-in data masking feature for Dynamics 365 Contact Center allows service representatives to redact customer messages, protecting PII. Admins can enable this for end users starting in October 2026.
Customer service representative data masking is a new opt-in feature for Dynamics 365 Contact Center. When enabled, service representatives can select individual messages from the customer and redact them, so the customer's PII isn't stored in your repository. This feature complements the existing automatic data masking rules with both automatic and manual masking. You can be confident that your brand is protecting your customers' valuable information. Business Value: Protect your customers' sensitive data by enabling your customer service representatives to hide any personally identifiable in…
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
Microsoft Dataverse for Finance and Operations now integrates telemetry with Azure Application Insights, allowing admins to monitor data import and export jobs in real-time.
By integrating data management framework telemetry for Dynamics 365 finance and operations apps, organizations can gain deeper visibility into data management executions, such as import and export jobs. This integration streams telemetry directly into the customer's own Azure Application Insights instance. By using this integration, customers can: Monitor import and export data management functions with start and end times. Monitor job status from source to staging and staging to target. Monitor failures with error messages at a granular level. Set up alerts and dashboards for proactive monito…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Dataverse, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Microsoft 365 Copilot Chat is being integrated into Dynamics 365 Customer Service, providing a familiar experience for users to prioritize work, draft communications, and access trends and knowledge.
Microsoft 365 Copilot Chat is becoming a consistent way that users interact with AI across Microsoft experiences. With this update, that same chat experience is available in Dynamics 365 Customer Service, with service-aware grounding and workflows. Service users can start in Microsoft 365 Copilot Chat and then: See and prioritize work (for example, top cases and what needs attention). Draft customer communications and prepare next steps with Microsoft 365 context when relevant. Identify trends and operational signals across cases to help supervisors and leads intervene earlier. Discover answer…
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
Retailers and implementation partners can now configure inline actions on transaction line items in Store Commerce using Screen Layout Designer, providing more flexibility in defining the actions available to store associates.
Inline actions extensibility enables retailers and implementation partners to configure the set of actions displayed per line item in the modern transaction grid in Store Commerce, using Screen Layout Designer in Dynamics 365 Commerce headquarters. What retailers can configure Which actions appear: Select any eligible out-of-the-box POS operation or custom operation registered in headquarters to include as an inline action on transaction line items. Display order: Control the sequence in which inline actions appear, so the most relevant operations for a given store format or associate role are…
Type
M365 Roadmap
Tags
Launched, General Availability, 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 Business Central now allows administrators to upload, install, and manage per-tenant extensions directly from the admin center and through APIs, simplifying deployment workflows.
Business Central offers full management of per-tenant extensions (PTEs) in the admin center and through admin center API endpoints. In addition to viewing and uninstalling extensions, administrators can upload PTE packages, install them immediately or schedule installations, and view upcoming extension versions. The API accepts extension package uploads directly, making it easier to integrate with build pipelines and deployment automation. This removes previous limitations that required using the Automation API, which involved more complex configuration and constraints. All new endpoints are a…
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 now allows marking e-documents as fully paid, partially paid, or unpaid, which helps with payment tracking and compliance.
You can mark an e-document as fully paid, partially paid, or unpaid. The system sends this information through accounts payable access points or receives it through accounts receivable access points, based on your e-document configuration. The payment tracking feature in e-documents includes details such as: Date of payment collection Amount collected, including VAT Base amount and VAT amount at the time of payment Business Value: Boost productivity with enhanced tracking of e-documents by quickly identifying whether each document is fully paid, partially paid, or unpaid. This feature also hel…
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 Sales introduces a new feature allowing sellers to ask questions about opportunity research directly from the Sales agent, providing context-specific insights.
As a seller, you can: Ask questions in context: Ask about opportunity research from Sales agent. Start concise, go deeper on demand: Begin with action-oriented insights, then request deeper analysis only when needed. Business Value: You need guidance that adapts to the moment you’re in a meeting preparation, a stage move, or a specific risk you want to validate. With the ability to ask about opportunity research from inside Sales agent, you get right-sized, action-first insights. You can quickly act on what matters now, then go deeper only when you choose. This reduces time spent hunting for a…
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
A new feature in Dynamics 365 Project Operations allows project accountants and managers to reset failed invoice proposal workflows without needing IT support, helping to ensure timely invoicing.
For organizations using a structured and formal invoice workflow as part of their revenue collection, it's critical that invoices can be created and worked through to completion in a timely manner. When a configuration change causes an error, it's vital that these errors get resolved quickly so as not delay revenue generation. In support of timely invoicing, this new feature enables customers to unblock failed invoices on their own without complicated troubleshooting or the need to raise a support ticket. This feature provides the following capabilities: Use the new Reset invoice proposal work…
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
Microsoft Dataverse improves bulk delete error handling and solution-aware configurations, enhancing reliability and consistency for large-scale data cleanup.
As you scale your data management operations, bulk delete must be predictable, transparent, and safe to operate across environments. In this release, Microsoft enhances bulk delete with an improved error handling experience and solution aware configuration support, delivering a more consistent, reliable, and enterprise‑ready data cleanup workflow. This release focuses on two core improvements that directly address admin pain points around visibility, consistency, and operational risk when managing bulk delete jobs at scale. Key improvements: Actionable error handling with an intuitive UI. Bulk…
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
Application: Point of sale (Store Commerce) When a sales associate selects a dedicated hardware station (HWS) from the POS, the system correctly pairs with the payment terminal physically attached to that hardware station and not the terminal attached to the register. While printer pairing from the selected HWS already works as expected, this change aligns payment terminal behavior to match. How to use the feature: The store administrator configures dedicated hardware stations in Headquarters, each with a payment terminal assigned. The sales associate enables shared shift on their register, ex…
Type
M365 Roadmap
Tags
Launched, General Availability, 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
The Enable investment project feature in Dynamics 365 Project Operations allows project managers to classify projects as investment projects, which are used for internal projects and tracked as work in progress (WIP).
When you enable the Enable investment project for Project Operations integrated with ERP setting, you activate this feature. Project Classification: The project manager uses this classification to mark a project as an investment project. Use this classification for internal projects. Don't link investment projects to customer-facing contracts. Transaction Estimates: The project manager adds estimates and budgets for each transaction type. This feature supports better planning and cost tracking. Contract Restrictions: The system blocks investment projects from project contracts. This restrictio…
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
Admins can enable a new task schedule mode feature in Dynamics 365 Project Operations, allowing more precise project planning by setting different modes for individual tasks.
This feature provides an experience to change the task schedule mode on the Customizable task details pane. To enable this feature, from project parameters select Enable Customize Task Pane. When enabled through feature control, this functionality lets you: Set a task level schedule mode on the Customizable task details pane. Manage the task level schedule modes. Schedule API support. Business Value: With traditional scheduling, you’re stuck using one mode for the entire project, even when tasks have different needs. That limitation adds extra work and leads to plans that don’t match reality. …
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
Admins can enable a new feature that allows assigning task-level calendars in Dynamics 365 Project Operations, providing more control over task schedules and timelines.
This feature provides an experience to change the task calendar on the Customizable task details pane. To enable this feature, from project parameters select Enable Customize Task Pane. When enabled through feature control, this functionality lets you: Set a task-level calendar on the Customizable task details pane. Manage task-level calendars. Schedule API support. Business Value: With project-level calendars, every task follows the same schedule, even when timing needs differ. That often means extra work and inaccurate plans. Task-level calendars change that. You can assign a unique calendar…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
Rolling out, 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
The Copy Opportunity feature is now available in Dynamics 365 Sales, allowing sellers to duplicate existing opportunities to quickly create new ones, retaining key details and starting the new opportunity with a fresh sales process.
Administrators can control whether the Copy Opportunity feature is available. When enabled, sellers can duplicate an existing opportunity to quickly create a new one. The new opportunity retains key customer, deal, product, stakeholder, and custom-field information from the source opportunity, including hidden custom fields. Product line items are copied with their quantities and pricing; inactive products are excluded and recorded in the audit summary. To ensure the copied opportunity starts as a new sales deal, system-generated and outcome-related fields are reset. For example, the new oppor…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Sales, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Admins can now import .mpp files into existing projects in Dynamics 365 Project Operations, allowing for quicker setup and better project management integration.
Previously, importing an .mpp file always created a new project. The import process copied the work breakdown structure from the .mpp file into the new project. You couldn't import a .mpp file into an existing project. This limitation made it difficult to manage projects when overall planning happens in Project Operations and individual planning happened offline in Microsoft Project for desktop. With this feature, you can: Choose to import the .mpp file into either a new project or an existing project. Update key project attributes, such as Contracting Unit and Owning Company, directly within …
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 will add support for currency data type in custom columns, making it easier to manage financial data within the task grid.
As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an upcoming release. This enhancement builds on the existing functionality that allows you to add Date, Text, Number, and Choice fields to the task grid. With this enhancement, you gain the ability to add currency data type fields as enterprise task custom columns. This change makes it easier to surface financial data directly in the task grid, eliminating the need for task form customizations. The process for creating and adding custom columns remains unchan…
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