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Microsoft Update Intelligence

Administrator notices from Microsoft, summarised: what changed, and what you should do.

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Dynamics 365 Field Service: Preserve actual booking End Time when completion is recorded later

Dynamics 365 Field Service now allows administrators to control whether the booking End Time is automatically updated when a booking is completed later, preserving the actual work duration.

What you should do

Review the organization-level setting for 'Set End Time on booked resource completion' in Field Service settings to ensure it aligns with your workflow. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Business value Technicians do not always record booking completion at the moment work ends. They may update the booking later because of connectivity, customer-facing responsibilities, or end-of-day administration. When the later administrative action replaces the booking End Time, the recorded duration can extend beyond the work that was actually performed and affect downstream journals, time entries, labor costs, actuals, and work-order completion reporting. Field Service administrators can choose whether completion by the booked resource automatically changes the booking End Time. Organizat…

Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Field Service, Android, Desktop, iOS, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Contact Center: Reroute conversations to the right queue automatically

Dynamics 365 Contact Center introduces an automatic rerouting feature that sends conversations to the correct queue based on updated conversation details, without requiring agents to manually choose a queue.

What you should do

Review the new Reroute feature to determine if it should be enabled for your contact center to improve routing accuracy. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Service representatives can reroute a live voice or messaging conversation when they realize they aren't the right person to help. The representative updates the conversation details, or the details of a linked case, contact, or account, and then selects Reroute. The conversation goes back through classification and route-to-queue rules and is assigned to the right queue automatically, so representatives don't need to know routing rules or choose a queue themselves. The customer stays connected throughout, and the next representative receives the conversation with its full history and updated …

Type
M365 Roadmap
Tags
Launched, General Availability, Worldwide (Standard Multi-Tenant), Dynamics 365 Contact Center, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Contact Center: Use bullseye routing with user groups to orchestrate conversations

Dynamics 365 Contact Center introduces bullseye routing with user groups, allowing administrators to configure tiered assignment strategies based on wait times.

What you should do

Review the new bullseye routing configuration options to optimize conversation handling. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Bullseye routing with user groups enables a tiered assignment strategy that automatically expands the pool of eligible representatives as conversation wait time increases. Rather than assigning from a fixed pool or waiting for overflow rules to trigger, this approach progressively widens availability in concentric rings—starting with the best-fit representatives and expanding outward as needed. Administrators configure this scenario by associating user groups with a queue and defining wait time thresholds for each tier. For example: 0–30 seconds: Assign to Tier 1 specialists (primary user grou…

Type
M365 Roadmap
Tags
Rolling out, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Power Automate: AI-assisted UI Automation repair

Power Automate will introduce a new feature that automatically repairs UI automation selectors during flow execution, suggesting new selectors if the existing ones fail.

What you should do

Review the new Power Automate feature to understand how it can improve flow reliability and maintenance. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

A new agentic debug run feature will be available in the flow designer. The UI automation repair interface launches while the flow is running, validating each selector used in the flow. It then proposes a new selector in case an existing one does not work as expected, after the user captures the respective element for reference. GA date: March CY2027 Preview date: July CY2026

Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Automate, Microsoft Copilot (Microsoft 365), Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Review Recommended

Dynamics 365 Commerce: Support trade counter sales in POS

Dynamics 365 Commerce introduces support for trade counter sales in POS, allowing businesses to enable specific capabilities for trade counter operations.

What you should do

Review the new capabilities and enable the required features for trade counter operations. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Trade Counter POS is a collection of capabilities for Dynamics 365 Commerce Point of Sale. Businesses can adopt the capabilities individually to support their trade counter operations rather than enable a single, all-or-nothing experience. Counter associates can find customers, organizations, and products quickly. They can review customer history, credit terms, and contract pricing, and use product attributes to identify items that meet the customer's requirements. Associates can build and manage large carts efficiently. Bulk add lets them enter multiple items and quantities, while quick add w…

Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Commerce, Desktop, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Project Operations: Configure actions on task grid

Administrators can now configure actions on the task grid in Dynamics 365 Project Operations, allowing them to control which actions are visible in various views and controls.

What you should do

Review the new configuration options to ensure they align with your organization's workflow needs. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

This feature extends Task Grid View Templates so administrators can configure both task columns and the visibility of supported task-grid actions in one place. Administrators can show or hide individual actions across task-grid views, the toolbar, row-level controls, and the task context menu. Configurable actions include views such as Board, Timeline, Charts, Assignments, People, and Goals; toolbar commands such as Baseline, Conditional Formatting, and export; and task-management actions such as Indent, Outdent, Cut, Copy, Paste, Delete, and dependency management. Essential capabilities, incl…

Type
M365 Roadmap
Services
Microsoft 365 Apps
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), GCC, Dynamics 365 Project Operations, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Power Apps: Model-driven apps - Use row summaries in US Government clouds

Row summaries are now available in US Government clouds, allowing users to access AI-generated insights in model-driven apps. Admins and makers need to enable and configure this feature.

What you should do

Admins and makers should review and enable row summaries for users in model-driven apps. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Row summaries are expanding to supported US Government clouds, giving users in regulated environments access to AI-generated insights that help them understand model-driven app records at a glance. This release brings the row summary experience available to commercial customers to supported government environments while meeting their applicable compliance and data-boundary requirements. Admins and makers enable and configure row summaries for users in their model-driven apps. Availability Field Value Release Channel Weekly Version 2611.1 Applies to Model-driven apps Feature Scope Users (enable…

Type
M365 Roadmap
Tags
In development, General Availability, GCC, GCC High, Power Apps, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Review Recommended

Dynamics 365 Contact Center: Unified routing - Use overflow actions to protect customer experience for direct inward calls

Dynamics 365 Contact Center introduces overflow actions for direct inward calls, allowing administrators to define fallback actions based on specific events.

What you should do

Review and configure overflow actions to ensure a seamless customer experience during call overflow scenarios. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Overflow for direct inward dialing leverages conversation orchestration to detect key direct inward dialing-related events—such as the representative being busy, offline, rejecting the call, or failing to answer—and apply administrator-defined fallback actions. Administrators configure natural language playbooks using conversation orchestration at the global or inbound profile level to specify the action to run when a direct inward dialed call can't be attended to or completed. The actions include offering a direct callback to the caller, sending them to voicemail, transferring the call to ano…

Type
M365 Roadmap
Tags
In development, 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
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Enforce governance policies on email attachments

Dynamics 365 Customer Service now enforces governance policies on email attachments, blocking emails with non-compliant content. This affects administrators who need to configure and enforce these policies.

What you should do

Review and configure governance policies to include attachment checks for sensitive or non-compliant content. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

This feature extends governance capabilities to evaluate email attachments, closing a critical gap where sensitive or non-compliant information may exist outside the email body. When a user sends an email with attachments, the system automatically scans each document and applies configured governance policies. In the initial release, analysis is focused on plain text content within supported document types, such as Word and PDF files. Non-text elements, including images or embedded content, are excluded in this phase to ensure predictable and efficient processing. Every attachment included in …

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
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Manage policy strictness to enforce governance policies

Admins can now configure the strictness level of governance policies in Dynamics 365 Customer Service to better align with compliance requirements and risk tolerance.

What you should do

Review and adjust the strictness levels of governance policies as needed to ensure they align with your organization's compliance and risk management strategies. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

This feature introduces policy strictness control, enabling organizations to define how rigorously each governance policy evaluates and flags potential violations in outgoing emails. Governance policies serve as real-time guardrails, ensuring communications adhere to business, legal, and compliance standards before they are sent to customers. With this enhancement, supervisors can configure the strictness level for each policy. Lower strictness settings apply more lenient enforcement, reducing false positives and allowing borderline scenarios to pass, while higher settings perform more rigorou…

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
Review Recommended

Dynamics 365 Sales: Lead management - Personalize outreach emails generated by Sales Qualification Agent

Admins can now personalize outreach emails generated by Dynamics 365 Sales Qualification Agent, allowing teams to define the purpose, tone, and messaging preferences.

What you should do

Review and configure the new personalization settings for the Sales Qualification Agent to ensure consistency with your brand voice and messaging goals. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Define outreach scenario/goal in natural language. Choose desired call-to-action to drive next steps. Provide subject line guidance: fixed suggestion or style recommendation. Set message length and brevity targets. Specify tone rules, including name-usage limits and preferred terminology. Configure brand language and voice guardrails: approved phrases and banned words. Set formatting preferences: bullets, paragraph length, and maximum bullet count. Business Value: This feature expands the Sales Qualification Agent outreach by letting teams define the outreach purpose, brand-aligned tone (match…

Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Sales, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Enable enhanced screen recording controls for admins

Admins can now enable enhanced screen recording controls in Dynamics 365 Customer Service, providing more granular management of recording settings and behaviors.

What you should do

Review the new settings and configure them as needed to ensure compliance and effective team management. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

The enhanced screen recording capability offers greater flexibility and control, enabling organizations to manage recording behavior with more precision. Key enhancements include: Access all recording settings and configurations from Customer Service admin center > Quality Management. Enable or disable screen recording using a dedicated toggle. Capture call audio alongside screen recordings. Turn off the red border displayed around representative screens during active window recording. Allow users with the screen recording supervisor role to play recordings within the Customer Service workspac…

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
Review Recommended

Dynamics 365 Sales: Lead management - Deploy multiple Sales Qualification Agents in a single environment

Dynamics 365 Sales introduces the ability to deploy multiple Sales Qualification Agents in a single environment, allowing for more targeted lead management and exclusive engagement.

What you should do

Review the new multi-agent configuration settings to align with your organization's sales structure and ensure proper lead routing and handoffs. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Segment-specific qualification: Each agent operates with its own ideal customer profile, knowledge sources, templates, and consent settings, ensuring qualification conversations reflect the nuances of each product, region, or team. Intelligent lead routing: The system evaluates incoming leads against agent selection criteria and assigns ownership based on configured priority, ensuring predictable and conflict-free lead management. A fallback agent handles leads that don't match any specialized criteria, ensuring no lead goes unprocessed. Exclusive engagement with coordinated handoff: Only one …

Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Microsoft Copilot (Microsoft 365), Dynamics 365 Sales, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Enable enhanced screen recording controls for admins

Admins can now enable enhanced screen recording controls in Dynamics 365 Customer Service, providing more granular management options.

What you should do

Review the new settings and configure them as needed for your organization's compliance and workflow requirements. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

The enhanced screen recording capability offers greater flexibility and control, enabling organizations to manage recording behavior with more precision. Key enhancements include: Access all recording settings and configurations from Customer Service admin center > Quality Management. Enable or disable screen recording using a dedicated toggle. Capture call audio alongside screen recordings. Turn off the red border displayed around representative screens during active window recording. Allow users with the screen recording supervisor role to play recordings within the Customer Service workspac…

Type
M365 Roadmap
Tags
In development, General Availability, GCC, Dynamics 365 Customer Service, Web
AI analysis
Low priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Modify and override submitted evaluations

Quality Managers can now edit and override completed evaluations in Dynamics 365 Customer Service, ensuring more accurate assessment of agent performance. This feature is available for AI-assisted, AI-generated, and manual evaluations.

What you should do

Review the new feature settings and permissions to ensure only authorized users can override evaluations. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

This feature enables Quality Managers to edit and override evaluation results even after they are marked as completed or expired. While completed evaluations remain read-only by default to preserve integrity, supervisors can initiate an Edit action when discrepancies are identified, such as incorrect AI predictions or errors in manual assessments. In edit mode, supervisors can update evaluation responses, adjust scores, and refine comments to reflect an accurate assessment. This ensures that evaluation records represent the final, validated view of agent performance and interaction quality. Th…

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
Review Recommended

Dynamics 365 Contact Center: IVR capabilities - Equip voice agents with custom voice

Admins can now enable custom voice capabilities for Dynamics 365 Contact Center, allowing the creation of a unique, branded voice for voice agents.

What you should do

Review the new custom voice integration process in the Copilot Service admin center to ensure compliance with Microsoft's Responsible AI practices. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Secure a voice talent that will represent the voice of your brand. After obtaining explicit consent, gaining Limited Access approval through Microsoft's Responsible AI practices, and building a custom voice model, it's time to integrate with Dynamics 365 Contact Center. In the Copilot Service admin center, create a connection between Dynamics 365 and Azure. Navigate to Channels > Custom AI Voices > Connect custom voice. You'll be prompted through a series of cascading dropdown boxes to select the speech resource and custom voice model to connect with. After the connection is established, you c…

Type
M365 Roadmap
Tags
In development, General Availability, Preview, 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
Review Recommended

Dynamics 365 Customer Service: Workforce engagement management - Enforce governance policy

Admins can now enforce governance policies to control AI-generated customer communications in Dynamics 365 Customer Service, ensuring compliance and reducing risk.

What you should do

Review and configure governance policies to ensure compliance with business, legal, and regulatory requirements. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Create and enforce policies that prevent risky or noncompliant customer communications. Governance policy checks serve as configurable safeguards that review AI‑generated and autonomous email responses before they are sent to customers. These checks enforce business, legal, and regulatory requirements by validating responses for relevance, prohibited content, and sensitive topics. If a response fails a policy check, delivery is blocked and the violation is clearly identified, enabling supervisors to review issues and take actions to improve outcomes. Governance policies are applied consistentl…

Type
M365 Roadmap
Tags
Launched, General Availability, Preview, 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
Review Recommended

Dynamics 365 Commerce: Digital commerce - Streamline multioutlet access for B2B web storefronts

Dynamics 365 Commerce introduces a unified sign-in system for B2B web storefronts, allowing buyers to access multiple organizations and outlets with a single account.

What you should do

Review and configure organization and outlet relationships, and assign users to their respective organizations in the storefront settings. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

The multioutlet B2B web storefront introduces a unified sign-in system that allows buyers to access all their associated organizations and outlets using a single account. The storefront UI is updated to display an organization selector during sign-in and provides outlet-specific navigation and catalog views. Buyers can place, track, and manage orders for multiple outlets within a single session, with real-time visibility into order status, inventory, and account information. This feature supports role-based access, ensuring that users only see the organizations and outlets they are authorized …

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
Review Recommended

Dynamics 365 Customer Service: Copilot and AI innovation - Resolve customer emails autonomously with AI

Dynamics 365 Customer Service introduces autonomous email resolution, allowing emails to be handled without manual intervention, creating cases only when necessary.

What you should do

Review and configure the automation level for email resolution in Dynamics 365 Customer Service. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Autonomous email resolution delivers end-to-end handling of customer emails without manual intervention or default case creation. When an email arrives, the system analyzes the request, identifies the underlying intent, and determines whether the information and actions needed to resolve it are available. Using enterprise knowledge, configured business instructions, connectors, and custom agents, the system constructs a resolution dynamically. It generates a response that's context-aware, compliant with business rules, and tailored to the request, then delivers it directly by email—completing …

Type
M365 Roadmap
Tags
Launched, General Availability, Preview, 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
Review Recommended

Dynamics 365 Commerce: Omnichannel commerce - Add support for multiple outlet B2B ordering via CSU

Dynamics 365 Commerce adds support for multiple outlet B2B ordering via CSU, enabling unified sign-in and streamlined workflows for B2B buyers managing multiple outlets.

What you should do

Review the new B2B multi-outlet capabilities in Dynamics 365 Commerce to understand how they can be integrated into your B2B ordering processes. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Available for B2B scenarios in Dynamics 365 Commerce (including headless Commerce), this feature enables retailers to configure unified sign-in in Commerce headquarters and integrate third‑party storefronts using CSU APIs. The organization selector and related capabilities are exposed via CSU endpoints so that third-party sites can consume identities, organizational context, and ordering workflows without relying on native UI components. Functional enhancements Contact model transition: Replaces the customer account type "Person" with type "Contact" to better manage B2B partners. Single contac…

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
Review Recommended

Power Apps: Form fill assistance using speech as input in model-driven apps

Power Apps will add speech input for form filling in model-driven apps, available by default to users.

What you should do

Review the new feature to understand how it can be used in your app development. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

We’re expanding form fill assistance in Power Apps to use speech as a source, providing users a more natural way to fill forms. Users select the microphone icon, record their content, and the transcript is used as a source for the form entry. Recordings are transient and not saved. Availability Field Value Release Channel Monthly Version 2612.1 Applies to Model-driven apps Feature Scope Users (enabled by default) GA date: December CY2026

Type
M365 Roadmap
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), Power Apps, Android, iOS, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Review Recommended

Power Apps: Expand model access and Maker Studio availability for generative pages via GitHub

Admins and makers can now connect their GitHub accounts to access additional model options for generative pages in Power Apps Maker Studio, expanding availability to regions without dedicated GPU capacity.

What you should do

Review the new GitHub integration for Power Apps generative pages to understand the impact on your organization's development processes. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Connect your GitHub account to access additional model options for the built-in gen page coding agent directly in the generative page designer in Maker Studio. Makers can use the agent to create and refine generative pages without leaving the Power Apps authoring experience. This integration also brings Maker Studio generative page authoring to regions without dedicated Power Apps GPU capacity. Model availability through GitHub may evolve over time, and requests made through this connection consume the maker’s GitHub credits. Availability Field Value Release Channel Weekly Version 2611.1 Appli…

Type
M365 Roadmap
Tags
In development, General Availability, Worldwide (Standard Multi-Tenant), Power Apps, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original
Review Recommended

Dynamics 365 Finance: Globalization Studio - Unified e‑invoicing integration framework

Microsoft is introducing a unified e-invoicing integration framework for Dynamics 365 Finance, enabling external providers to implement their own integrations using a standardized model.

What you should do

Review the new framework and plan how to integrate with selected e-invoicing providers. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

The unified extensible e-invoicing integration framework extends the existing Electronic Invoicing service by introducing: A unified outbound and inbound document model (based on international standards such as UBL and PEPPOL). A standardized submission and response pipeline and API for e-invoicing documents and related statuses. A clear extensibility model that allows external ASPs, ISVs, Microsoft partners, and customers to implement their own integrations without requiring Microsoft to build or maintain provider specific connectors. With this framework, Microsoft defines the data (format) c…

Type
M365 Roadmap
Tags
In development, General Availability, Preview, Worldwide (Standard Multi-Tenant), Dynamics 365 Finance, Web
AI analysis
Medium priority · generated by qwen2.5:7b · possibly affects Dynamics 365 · verify against the original
Review Recommended

Dynamics 365 Customer Insights - Journeys: Elevate customer experiences - Set message expirations to keep communication relevant

Dynamics 365 Customer Insights now allows setting expiration dates on messages in journeys, ensuring communications remain relevant and up-to-date.

What you should do

Review the new message expiration feature to ensure timely and relevant communications for your customer journeys. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Set an expiration date on any message in your journeys (emails, text messages, push notifications, or custom). Choose from different expiration options (no expiry, expiration based on a date and time, or a trigger). Review analytics to understand which customers didn't receive messages due to expiration dates. Scenario: Contoso specializes in hosting virtual events and webinars for their customers. They have a customer journey designed to promote upcoming events, send reminders, and offer exclusive discounts to attendees. Contoso sets expiration dates on event reminder messages. This ensures t…

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
Review Recommended

Power Automate: Process mining - Get support for normalized schema import for data ingestion

Power Automate Process Mining now supports normalized schema import, speeding up data ingestion and reducing storage needs.

What you should do

Review the new feature documentation to understand how to enable and use the normalized schema import for existing data pipelines. AI-suggested

Dynamics 365 · m365-roadmap Original Microsoft announcement ↗
Details

Original Microsoft text

Most systems of record have data stored in data structures that allow you to easily extract information about the analyzed entity (case-level data) and historical changes on those entities (event-level data). The attributes are also stored in a normalized form. The single-table approach to event log creation requires you to do inefficient transformations. With this feature, Power Automate Process Mining supports the case-event entity-based data structure plus a normalized form of attributes. This speeds up the ingestion process in both the transformation and import to process model phases and …

Type
M365 Roadmap
Tags
Launched, General Availability, Preview, Worldwide (Standard Multi-Tenant), Power Automate, Web
AI analysis
Low priority · generated by qwen2.5:7b · verify against the original