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.
What you should do
Admins should install the Workforce Management for Customer Service package from the Power Platform admin center to enable this feature. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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
Medium 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 need to enable the plugin for end users to access these features.
What you should do
Admins should enable the Copilot Cowork plugin in the Cowork settings for service representatives to start using the new features. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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 need to customize external applications and optionally add custom logic in POS.
What you should do
Customize external applications to call POS with appropriate context parameters and optionally add custom logic within POS to interpret the context. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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
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.
What you should do
Admins should review and enable the 'No auto assignment' method in Copilot Service for queues where manual oversight is preferred. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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 Business Central's Shopify Connector now supports B2B features on all Shopify plans, previously limited to Plus plans. Admins need to update the connector settings to enable these features.
What you should do
Admins should update the Shopify connector settings by turning it off and then back on to enable B2B features on all Shopify plans. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Shopify expanded its B2B capabilities to all plans, and the Shopify Connector for Business Central is updated accordingly. Core B2B features that previously required a Shopify Plus subscription now work on Basic, Grow, and Advanced plans. The following capabilities are available on all Shopify plans: Company sync: Import Shopify B2B companies and company locations and map them to customers in Business Central. B2B order processing: When a B2B order arrives, the connector identifies the company and resolves the correct bill-to and ship-to customer based on the company location. Market catalogs:…
Type
M365 Roadmap
Services
Entra ID
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Low priority · generated by qwen2.5:7b · 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.
What you should do
Admins should review and configure non-returnable products in Dynamics 365 Commerce to ensure compliance and reduce unauthorized returns. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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
Medium 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.
What you should do
Review and update bulk delete configurations to leverage the new solution-aware features for consistent multi-environment operations. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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
Medium priority · generated by qwen2.5:7b · 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).
What you should do
Admins should review and enable the Enable investment project feature for relevant projects to manage internal capital initiatives effectively. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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.
What you should do
Admins should review and enable the 'Enable Customize Task Pane' setting to allow users to set task-level schedule modes. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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.
What you should do
Admins should enable the 'Enable Customize Task Pane' setting to allow users to assign task-level calendars. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
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
This update adds access restrictions to the task grid in Dynamics 365 Project Operations, allowing administrators to control what users can do within the web iFrame, enhancing data integrity and permission management.
What you should do
Review and configure access restrictions in Dynamics 365 Project Operations to align with your organization's security policies. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
This feature adds a security system that lets administrators restrict what users can access inside the Project for the web iFrame on projects they access but don't join as team members. Project managers can use the same system to set restrictions for team members on their projects. When this feature is enabled in the feature control settings, the following changes occur: Access restrictions are updated on user level and project team member levels. At user level, "Read only" and "Full Access" are supported. At project team member level, "Read only", "Full Access", and "Custom" are supported. "C…
Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Project Operations, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Dutch customers can generate XAF audit files faster due to performance improvements and the use of the latest XAF 4.0 format in Dynamics 365 Finance.
What you should do
Admins should ensure that financial dimension sets are defined and balance tracking is enabled for them, and import the latest XAF 4.0 ER configurations. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
In the current release wave, we are introducing the following regulatory reporting enhancements: Performance improvements for Audit File Financial (XAF) – Netherlands Dutch customers can generate the mandatory XAF export significantly faster, even for large data volumes. This enhancement uses optimized data storage and the latest XAF 4.0 format to reduce processing time and system load when producing audit files. It ensures compliance with the Dutch Tax Administration’s newest digital audit requirements by supporting XAF 4.0, which replaces the legacy XAF 3.2 standard. This performance enhance…
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
Administrators can now configure notifications for violations detected by the desktop flow checker in Power Automate, allowing them to set the type, severity, and parameters of alerts.
What you should do
Review and configure the notification settings for desktop flow checker in the admin portal to manage quality issues more effectively. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
The desktop flow checker in the Power Automate portal extends rule‑based static analysis to provide configurable notifications for violations detected across all desktop flows in an environment. Administrators can select the notification type (error, warning, or informational), adjust severity levels, and define parameters such as thresholds, recurrence, and scope. The checker uses the same rule engine that runs during initialization and analysis of flows, loading default and custom rules to evaluate quality, performance, and maintainability issues. Business Value: As an administrator, you nee…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Power Automate, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
Dynamics 365 Project Operations will enable the use of stocked products, allowing admins to manage project costs and inventory visibility. This feature is available in the Feature management workspace and will be generally available in June 2026.
What you should do
Enable the 'Enable stocked products usage for project operations integrated deployments' feature in the Feature management workspace and ensure it is enabled in Dataverse under feature control. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
The experiences for using inventoried products in Project Operations use the Inventory and Warehouse modules of Dynamics 365 Supply Chain Management. To accurately estimate the availability of stocked items and their costs, the system uses Pricing and Inventory visibility services. Use the Inventory close process in Supply Chain Management to update the project cost and show accurate consumption of project budgets. Providing all the capabilities needed to manage stocked items on projects takes multiple release waves. This feature is specific to the Project Operations Integrated with ERP deploy…
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
Power Pages now supports Power BI Embed Token v2, allowing richer and more scalable analytics experiences, including paginated reports and data lake-backed models.
What you should do
Admins/makers/marketers should update Power BI embedding configurations in Power Pages to use Embed Token v2 for advanced analytics scenarios. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Power Pages now supports Power BI Embed Token v2, unlocking modern Power BI embedding scenarios that weren't supported with Embed Token v1. This enhancement enables richer, more scalable analytics experiences within Power Pages sites. With Embed Token v2, Power Pages can embed: Paginated (RDL) reports, including reports that use Power BI datasets as a data source or require multi-resource tokens. Reports backed by data lake–based semantic models, where v2 tokens are required to include dataset and identity permissions in the embed token. Multi‑artifact embedding scenarios, where a single token…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Power Pages, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
Admins can enable a feature that applies cash discounts during automated customer invoice settlement, ensuring consistency with manual processes.
What you should do
Admins should review and enable the feature for end users to ensure consistent application of cash discounts during automated bank reconciliation. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Implement cash discounts on customer settlement when the payment is recorded through advanced bank reconciliation. The feature ensures that advanced bank reconciliation supports applying customer cash discounts when customer invoices are automatically settled through reconciliation matching rules. The process evaluates eligible cash discounts during automated settlement performed when running Settle customer invoices reconciliation rules, and applies them consistently, aligning behavior with manual settlement processes. Business Value: This feature improves financial accuracy and compliance by…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Finance, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
This feature introduces built-in rules that calculate time and cost savings for desktop flows based on successful runs. You can define how long a task previously took when performed manually and let the platform compute time saved using flow run data. Cost savings can be estimated by applying hourly rates or custom monetary baselines that scale with run volume. Savings accumulate automatically as flows run, making the impact of automation measurable over time. The feature is not enabled automatically. To use it, you configure time-saving and money-saving rules for a desktop flow by specifying …
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
Administrators must choose an email review policy for the Payables Agent, which affects accounts payable teams by allowing them to automatically process emails from known senders, reducing manual approval requirements.
What you should do
Select an email review policy for the Payables Agent before the August 2026 release. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
This feature introduces email review policy and a Known Senders list page to give accounts payable teams more control over which incoming emails require human approval before the Payables Agent processes them. A new Email review field in the Payables Agent setup lets administrators choose when incoming emails require human approval. The following options are available: Always: Every email requires approval, regardless of the sender. Never: No emails require approval. Only if untrusted (recommended): Only emails from senders who aren't on the list of known senders require review. This is the re…
Type
M365 Roadmap
Services
Entra ID
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Business Central, Web
AI analysis
Medium priority · generated by qwen2.5:7b · verify against the original
Administrators can define a custom taxonomy of categories and subcategories for email classification in Dynamics 365 Customer Service, which automatically sorts incoming emails. This helps in managing emails more efficiently and reducing clutter.
What you should do
Define custom categories and subcategories for email classification to streamline email management and reduce clutter. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
With email classification, administrators can define a custom taxonomy of categories and subcategories to automatically classify inbound emails in Dynamics 365 Customer Service. AI analyzes the email subject and body, then stores the assigned category or subcategory on the email activity record. Case Management Agent, automatic record creation rules, Power Automate flows, reporting, and other downstream processes can use this value to determine how to handle the email. Administrators can enable email classification and define category and subcategory names and descriptions. They can also set c…
Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Service, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Admins can enable a default booking method in the Schedule Board settings, which will be applied during booking but can be overridden. This feature is aimed at ensuring consistent resource bookings.
What you should do
Admins should review and set the default booking method to ensure consistency in resource bookings. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
When enabled through feature control, this feature lets you configure a default booking method in the Schedule Board settings. The selected default booking method is automatically applied during booking. You can override the default by changing the booking method at the time of booking. Business Value: The Configurable booking method feature ensures consistent and predictable resource bookings by allowing organizations to set a default booking allocation method across the Schedule Board and Schedule Assistant. This reduces the risk of incorrect bookings caused by inconsistent defaults, minimiz…
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 · verify against the original
Dynamics 365 Project Operations introduces new fields to store project task start and end times without converting to GMT, to avoid date changes due to time zone conversions.
What you should do
Review and create new fields on the entity to store project task start and end times without converting to GMT to avoid date changes. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Project and project task start, and end times are saved in a date-time format. The system converts these times to GMT before saving them. When the product displays these times, it converts them back to the user's time zone. However, some integrations and customizations pull only the date from this field. This approach causes problems when the conversion to GMT changes the date. The problem happens when an integration pulls only that date from the field without converting it back to GMT. To prevent this problem, create new fields on the entity to store the start and end date and time values wit…
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
Administrators can enable workforce alerts in Dynamics 365 Customer Service to detect intraday volume spikes and notify supervisors via in-app notifications.
What you should do
Enable workforce alerts in the Copilot Service admin center for supervisors to manage and configure volume spike alerts. AI-suggested
Why: This change may need administrator attention depending on how your environment is configured.
Supervisors can create volume spike alerts that compare real-time conversation volume with the forecast linked to a shift plan. When volume remains above forecast for the configured number of intervals, selected recipients receive an in-app notification. The capability includes the following features: Administrators can enable workforce alerts in Copilot Service admin center by going to Workforce management > Intraday management > Workforce alerts. Supervisors can create and manage alerts from Workforce alerts in the Copilot Service workspace site map. Each alert references a shift plan and mo…
Type
M365 Roadmap
Tags
In development, General Availability, Preview, 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
Prepare for post-quantum authentication by testing certificate ecosystems now. Learn how Microsoft’s PQC TLS Pilot Program helps advance future readiness. The post Post-quantum authentication: Why organizations should start testing certificate ecosystems now appeared first on Microsoft Security Blog.
Type
Announcements
Tags
Microsoft Security Blog, Quantum
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Security · verify against the original