You can now export work queue items directly from the Automation Center portal. A new option available in the Work Queues experience lets you download items as a CSV file. This capability allows you to access work queue data in a portable format for further analysis, reporting, or integration with other tools, without needing to rely on external APIs or custom solutions. Business Value: This feature lets you quickly export work queue data from Automation Center into a CSV file, so you can dig deeper into analysis, create custom reports, and share insights across your teams. It helps you boost …
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD, Power Automate, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Supply Chain Management now includes generative insights with a new trend metric for demand planning, helping users identify patterns and improve forecast accuracy.
Generative insights for Demand planning in Dynamics 365 Supply Chain Management help you analyze sales history and forecast data across dimensions like product and location. With general availability, generative insights now include a new metric: trends. The system dynamically clusters data based on detected patterns, such as high trending, medium trending, relative flat, and declining trend. You can view aggregated values by selected dimensions or drill down into detailed values for each planning object. Business Value: Generative insights in Demand planning help you identify patterns like se…
Type
M365 Roadmap
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), 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 Customer Insights - Data can now be accessed directly in Microsoft Fabric OneLake, making it easier to share and use unified customer profiles and insights across different departments.
Unified profiles and insights are only useful when you can act on the data. If you use Microsoft Fabric, Customer Insights - Data makes it easier to share valuable unified profiles and insights directly in OneLake. You can add those insights to your core analytics and downstream processes. Scenario: Contoso has multiple departments with distinct systems and data requirements. After creating shortcuts in Fabric OneLake to all their Customer Insights - Data profiles and insights, the entire Contoso organization can leverage the unique advantage of customer 360-degree profiles across all the work…
Type
M365 Roadmap
Tags
In development, 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
Microsoft Dataverse introduces coding agents that can automatically create solutions and tables based on natural language prompts, reducing the need for manual UI-based configuration.
Build Dataverse solutions by using coding agents with natural language prompts. For example, "I'm building a recruiting system for Zava Construction. I need tables for Positions, Candidates, Interviewers, Interviews, and Feedback - with lookups, a many-to-many relationship between Candidates and Positions, and a self-referential interview chain. Create everything in a Zava Recruiting solution, load sample data, and show me which candidates are currently interviewing." From this prompt, the agent autonomously: Discovers your Dataverse environment and configures MCP. Creates the solution by usin…
Type
M365 Roadmap
Tags
In development, 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 Microsoft 365 / Office · verify against the original
Administrators can now manage Dynamics 365 Contact Center user access through Microsoft Entra ID security groups, simplifying role assignments and reducing administrative overhead.
Administrators configure team-based access for representatives through Microsoft Entra ID security groups. They link an Entra security group to a Dataverse team of type Microsoft Entra ID Security Group and assign at the team level the required security roles such as: Basic user Customer Service Representative Omnichannel agent Every member of the linked group inherits the roles automatically with no per user role assignment, including: Queue participation Presence Conversation handling When a representative belongs to more than one team, they receive the combined privileges of their teams. Ex…
Type
M365 Roadmap
Services
Entra ID
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, Entra ID · verify against the original
Power Pages MCP server allows makers to expose site data and operations through a secure API, enabling natural language interactions with AI clients. This is available in a public preview and will be generally available in January 2027.
Power Pages MCP server enables makers to expose site data and operations through a secure, standardized interface compatible with AI clients. In the public preview release, makers can enable Create, Read, Update, Delete (CRUD) operations via the site’s Web API layer without writing custom code. Makers can provision the MCP server endpoint through site settings, allowing customers to securely interact with site data or perform operations using natural language queries through popular AI chat clients. Business Value: Power Pages MCP server empowers you to transform site data and operations into …
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Power Pages, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Microsoft 365 / Office · verify against the original
Marketers can now edit and republish segments in Dynamics 365 Customer Insights without interrupting ongoing journeys, providing more flexibility and agility in campaign management.
For any segment, even those used in live journeys or other segments, marketers can edit and republish them to make changes. Changes won't take effect until the segments are published, giving marketers control over the timing of the changes. These changes are picked up at the next recurrence for recurring journeys and new additions are applied in real time for ongoing journeys. Business Value: Campaigns often require adjustments after launch, such as refining target audiences based on analytics or changing business needs. Now marketers can make quick updates to segments without having to remake…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Customer Insights - Journeys, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
By automatically updating emails with latest content, you can: Easily create dynamic content blocks in Content gallery with new content or select existing content in email and save it as a dynamic content block. Have content only so it uses the layout of the email when inserted or have content with its layout preserved. You can mark the content block as “protected” to prevent content from being modified in the email. Allow personalized content (for example, dynamic text or conditional content). Easily see which emails will be updated when you update such content blocks. Dynamic content blocks …
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Customer Insights - Journeys, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
The security agent is now available within the Power Pages design studio, allowing makers to configure authentication and authorization settings using natural language commands. This feature is enabled for admins/makers/marketers automatically.
The security agent is available directly within the security workspace in Power Pages design studio. Makers can open the security agent tab to access the embedded chat panel and security tools. From there, they can interact using natural language to review risks, understand configurations, and take guided actions. The agent assists with both authentication and authorization setup. It guides makers through configuring identity providers, reviewing authentication settings, and strengthening login protections. Based on the site’s setup, it can recommend improvements such as securing token configu…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Pages, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Field Service introduces the Scheduling Operations Agent, allowing dispatchers to optimize schedules using Copilot, which can automatically adjust based on business goals like maximizing technician usage or work order priority.
Dispatchers often spend considerable time and energy reviewing and adjusting each technician's schedule as conditions change throughout the workday: A technician has one or more cancellations in the afternoon. To fill the open slots, what requirements optimally keep promise windows, prefer high-priority work, and locate work around the same neighborhoods that the technician is due to travel to? A technician is running over the planned time for the current booking. As a result, they're late for the next booking, and the delay might cascade to subsequent bookings. How do you best adjust the book…
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 Contact Center introduces Service Operations Agent, a new AI-powered assistant that simplifies configuration, onboarding, and validation of changes.
Service Operations Agent in the Copilot Service admin center delivers a unified, conversational experience for configuring Dynamics 365 Contact Center. Administrators use conversational setup and orchestration in Service Operations Agent to streamline setup tasks—configure channels, voice settings, Teams Phone extensibility, and knowledge sources. Through the same single guided assistant, administrators also set up route-to-queue rules and assignment strategies for queues and AI agents—automating and optimizing queue management and agent assignments to drive operational efficiency. With Servic…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Customer Insights introduces a new feature that allows users to create records and activities directly within journey builder, streamlining automation and reducing the need for complex workflows.
This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder. Create records or activities from a single tile, including tasks, phone calls, leads, opportunities, or custom entity records. Use required and optional fields, including custom attributes, to match your exact process requirements. Add dynamic content to any field, using real‑time attributes from contacts or leads. Eliminate the need for complex workflows or custom code, making automation more accessible and easier to maintain. This feature currently works when orchest…
Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Customer Insights - Journeys, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
The new cloud flow designer in Power Automate will allow admins/makers/marketers to view property values inline, making it easier to compare values across multiple steps.
When you add an action, you can view property values for multiple steps at design time, or output values for multiple steps at runtime. The inline view shows this information directly on the cards, so you can review and compare values across several steps at once. Without the inline view, you select each card individually to see its value in the side pane, and you can view only one step's value at a time. This makes it harder to compare values across steps. You can choose which experience you prefer. The current side pane experience remains the default. You can switch to the inline view whenev…
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 Contact Center introduces shift rotation policies to automate the distribution of customer service representatives across shifts, reducing manual reassignment efforts.
What the feature does Shift rotation policies help organizations distribute customer service representatives across recurring shifts on a configurable schedule. Supervisors can create rotation policies that define how representatives move between time slots over time and apply those policies to shift plans. Supervisors create policies by specifying a start date, time zone, rotation cadence, and a set of recurring time slots. Representatives are assigned to each time slot, and the scheduler automatically applies the rotation pattern when generating future schedules. This reduces the need for ma…
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 conversation orchestration with natural language playbooks to dynamically manage conversation priorities and handle overflow conditions, enhancing customer service efficiency.
Conversation orchestration in Dynamics 365 Contact Center keeps every conversation actively managed throughout its lifecycle, from initiation through resolution. Instead of applying fixed rules at different stages of a conversation journey, conversation orchestration monitors each conversation as conditions evolve, like wait time increases, fast-filling queues, or service representatives going offline, and responds automatically with the right action. For example, administrators can define the intent using natural-language playbooks as follows: "If a premium customer waits for more than three …
Type
M365 Roadmap
Tags
In development, 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
Dynamics 365 Customer Service will automatically regenerate evaluation summaries after updates to reflect final outcomes, ensuring accurate reporting. Administrators can control this behavior through a configuration setting.
This feature ensures that evaluation summaries and recommended actions always reflect the final, validated evaluation outcomes. When a reviewer or supervisor updates evaluation answers, either to correct AI misinterpretations or refine manual assessments, the system automatically regenerates the evaluation summary upon submission. This ensures that insights remain aligned with the finalized evaluation. If no changes are made, summary regeneration is skipped to optimize performance and cost. Administrators can control this behavior through a Customer Service admin center configuration setting. …
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
Admins can enable question-level weighting for quality evaluation scoring in Dynamics 365 Customer Service, allowing supervisors to assign custom weights to individual questions.
This feature enables supervisors to assign percentage-based weights at the individual question level, ensuring that evaluation scores reflect the relative importance of each question within a section. When scoring and question-level weight is enabled for an evaluation criterion, users can assign explicit weight percentages to each question. These weights directly influence score calculation, allowing higher-priority questions to have a greater impact on the final evaluation outcome. The system validates that the total weight of all questions within a section matches the section weight, ensurin…
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
This enhancement enables automatic clearing of bridge transactions generated by centralized vendor payments when bank statements are matched with records in Dynamics 365 Finance during the bank reconciliation process. The system posts the required clearing journals in the centralized legal entity, ensuring that general ledger balances are updated accurately. Business Value: Automatic clearing of centralized vendor payments streamlines the bank reconciliation process by eliminating manual clearing of bridge transactions, reducing reconciliation errors and ensuring general ledger balances are ac…
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
This enhancement enables automatic clearing of bridge transactions generated by centralized vendor payments when bank statements are matched with records in Dynamics 365 Finance during the bank reconciliation process. The system posts the required clearing journals in the centralized legal entity, ensuring that general ledger balances are updated accurately. Business Value: Automatic clearing of centralized vendor payments streamlines the bank reconciliation process by eliminating manual clearing of bridge transactions, reducing reconciliation errors and ensuring general ledger balances are ac…
Type
M365 Roadmap
Tags
Launched, General Availability, GCC, GCC High, DoD, Dynamics 365 Finance, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dynamics 365 Contact Center now provides detailed error insights and retry functionality for failed AI evaluations, improving troubleshooting and management for supervisors.
Key features include: Added detailed error insights for failed AI evaluations, enabling supervisors and administrators to understand failure causes and take appropriate corrective actions. Improved bulk evaluation monitoring by introducing a Records Failed indicator in run history and displaying error details for failed records within evaluation runs. Enabled supervisors to retry failed evaluations directly from both the evaluation grid and bulk evaluation run lists. Business Value: This feature improves troubleshooting by providing supervisors with clear, actionable error messages that explai…
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 Project Operations introduces an enhanced contract management experience with a modernized user interface, reduced clicks, and improved financial clarity, available to end users from September 2027.
The enhanced Project Contract experience streamlines how you create, manage, and monitor contracts by significantly reducing the number of clicks and interactions required. This update transforms the contract into a central, intuitive workspace where all contract-related information is easier to access, understand, and act upon. The redesigned layout provides a clearer overview of contract status, financials, and performance, helping users work faster and with greater confidence. Core capabilities: Modernized user experience: Aligns with improvements delivered in the Modern Quote feature and r…
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
Organizers and presenters in Microsoft Teams can now have a private chat with each other during structured meetings and webinars, separate from attendee chats.
Organizers, co-organizers, and presenters can chat privately in a separate chat from attendees. This chat is available to access before, during, and after the event. GA date: October CY2026
Type
M365 Roadmap
Services
Teams
Tags
Rolling out, General Availability, Targeted Release, Worldwide (Standard Multi-Tenant), GCC, Microsoft Teams, Desktop, Mac
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Teams · verify against the original
Microsoft Purview Adaptive Protection will automatically apply retention labels to preserve deleted emails and files based on a user’s insider risk level, starting with a preview in June 2024.
Adaptive Protection in Microsoft Purview helps you protect your organization’s data by integrating dynamic insider risk levels, determined by data related activities, with various policy engines to automatically moving users in and out of policies as their risk levels change over time. The integration with Data Lifecycle Management will automatically apply retention labels to preserve deleted emails and files based on a user’s insider risk level. GA date: December CY2026 Preview date: June CY2024
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Purview, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Microsoft Purview compliance portal is enhancing alerting and customization features for Communication Compliance. These improvements will be generally available in January 2027 and previewed in July 2025.
This feature is about improving the alerting capabilities and customization in Communication Compliance. GA date: January CY2027 Preview date: July CY2025
Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Purview, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Microsoft Teams shared display mode and peripheral detection are now available in GCC-H and DoD environments, enhancing meeting hosting and device management.
Shared display mode in Teams is now available in government CCC-H and DoD environments, enabling more seamless and private meeting hosting from your PC. Additionally, peripheral detection for bring-your-own-device spaces is available for inventory management and reporting through the Teams Rooms Pro Management portal. GA date: March CY2026
Type
M365 Roadmap
Services
Teams, Teams Rooms
Tags
Launched, General Availability, GCC High, DoD, Microsoft Teams, Desktop, Mac
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Teams, Teams Rooms · verify against the original