Dynamics 365 Human Resources - Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog/product/dynamics-365-human-resources/ The future of agentic CRM and ERP Wed, 18 Mar 2026 19:39:42 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 http://approjects.co.za/?big=en-us/dynamics-365/blog/wp-content/uploads/2018/08/cropped-cropped-microsoft_logo_element.png Dynamics 365 Human Resources - Microsoft Dynamics 365 Blog http://approjects.co.za/?big=en-us/dynamics-365/blog/product/dynamics-365-human-resources/ 32 32 .cloudblogs .cta-box>.link { font-size: 15px; font-weight: 600; display: inline-block; background: #008272; line-height: 1; text-transform: none; padding: 15px 20px; text-decoration: none; color: white; } .cloudblogs img { height: auto; } .cloudblogs img.alignright { float:right; } .cloudblogs img.alignleft { float:right; } .cloudblogs figcaption { padding: 9px; color: #737373; text-align: left; font-size: 13px; font-size: 1.3rem; } .cloudblogs .cta-box.-center { text-align: center; } .cloudblogs .cta-box.-left { padding: 20px 0; } .cloudblogs .cta-box.-right { padding: 20px 0; text-align:right; } .cloudblogs .cta-box { margin-top: 20px; margin-bottom: 20px; padding: 20px; } .cloudblogs .cta-box.-image { position:relative; } .cloudblogs .cta-box.-image>.link { position: absolute; top: auto; left: 50%; -webkit-transform: translate(-50%,0); transform: translate(-50%,0); bottom: 0; } .cloudblogs table { width: 100%; } .cloudblogs table tr { border-bottom: 1px solid #eee; padding: 8px 0; } ]]> 2026 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Copilot Studio offerings http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2026/03/18/2026-release-wave-1-plans-for-microsoft-dynamics-365-microsoft-power-platform-and-copilot-studio-offerings/ http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2026/03/18/2026-release-wave-1-plans-for-microsoft-dynamics-365-microsoft-power-platform-and-copilot-studio-offerings/#respond Wed, 18 Mar 2026 15:00:00 +0000 http://approjects.co.za/?big=en-us/dynamics-365/blog/?p=201384 We’re excited to publish the 2026 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based agents in Microsoft 365 Copilot.

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We’re entering a new era of AI-powered business applications, and today we’re excited to publish the 2026 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and role-based agents in Microsoft 365 Copilot, outlining a broad set of capabilities slated for release between April 2026 and September 2026. These updates reflect our ongoing commitment to making AI an essential partner in how organizations operate, innovate, and grow.

Dynamics 365 leads this wave with AI-powered, agentic innovations across sales, service, finance, supply chain, human resources (HR), and commerce—helping organizations unify data, automate processes, and elevate customer and employee experiences. Microsoft Power Platform continues to expand modern app development, intelligent automation, and enterprise-grade governance to empower makers and developers to innovate with confidence. Role-based agents in Microsoft 365 Copilot further evolve into intelligent daily command centers, helping to deliver richer, data-grounded insights and extensibility that help teams work smarter across every role.

To help you stay current on the most important and innovative capabilities, we’re moving beyond bi-annual launch events to lighter, more frequent business applications updates, featuring expert insights and demonstrations from Microsoft product leaders and engineers.

Be sure to stay updated on the latest features and create your personalized release plan using the release planner.

Highlights from Dynamics 365

2026 release wave 1 updates for Dynamics 365 deliver AI-powered, agentic experiences across sales, service, finance, supply chain, commerce, HR, projects, sustainability, and enterprise resource planning (ERP)—bringing deeper Copilot integration, intelligent automation, unified customer and operational data, and enhanced cross-app capabilities to help organizations drive efficiency, elevate customer and employee experiences, and operate with greater agility and confidence.

Dynamics 365 Sales

Dynamics 365 Sales brings the power of AI to help sellers build their pipeline, enrich opportunities, and accelerate deal closure, while helping sellers easily access accurate, up-to-date information and recommending high-impact actions that sellers can take. Copilot experiences in Dynamics 365 Sales can draw on data spanning customer relationship management (CRM) and Microsoft 365 signals, like email and meeting recaps, to deliver actionable insights across Dynamics 365 and Microsoft 365 experiences.

Dynamics 365 Customer Service

Dynamics 365 Customer Service will continue to enhance agentic capabilities across case management, email, customer intent, quality evaluation, and knowledge management. AI-infused admin and supervisor help to provide more transparency and quicker time-to-value. These investments strengthen end-to-end service orchestration, from helping identify customer intent to driving autonomous workflows that elevate service quality and responsiveness.

Dynamics 365 Contact Center

Dynamics 365 Contact Center advances the agentic contact center in 2026 release wave 1 with new AI-powered capabilities that improve self-service, support accelerate assisted service, and help organizations run contact center operations more intelligently in 2026 release wave 1. It expands to include emerging channels, supervisor insights, and extensibility, giving organizations a unified, AI-powered system to elevate the customer experience.

Dynamics 365 Field Service

Dynamics 365 Field Service strengthens service execution across technician productivity, resource scheduling, and work order management. Investments focus on mobile usability and reliability, intelligent scheduling through the Scheduling Operations Agent, and end‑to‑end execution across assets, projects, and financial operations in this release wave. Together, these updates help organizations manage service complexity and deliver consistent service outcomes.

Dynamics 365 Sustainability

Dynamics 365 Sustainability introduces more intuitive reporting navigation, advanced calculation versioning, and granular data‑locking to reinforce governance and regulatory confidence in this wave. Expanded finance integration, streamlined workflows, and updated templates and factor libraries will further empower organizations to make informed decisions and support progress toward their sustainability goals.

Dynamics 365 Finance

Dynamics 365 Finance delivers continued global scale enhancements that drive greater financial automation, strengthen global regulatory compliance posture, and enhance financial planning and analytics—helping organizations operate more efficiently and achieve their financial and operational goals with confidence.

Dynamics 365 Supply Chain Management

Dynamics 365 Supply Chain Management’s 2026 wave 1 enhances supply and demand planning with price-demand correlation and capacity-to-promise (CTP) date protection. Supplier communication and engagement are streamlined, while warehousing gains AI-powered picking, inventory rebalancing, and hands-free scanning—driving supply chain efficiency.

Dynamics 365 Project Operations

Dynamics 365 Project Operations brings rich capabilities in 2026 release wave 1—from change order support and smarter project planning to smoother quoting, budgeting, and contract workflows. New enhancements streamline item consumption, mobile expense management, subscription billing, and modern-architecture migration—delivering connected project experience.

Dynamics 365 Commerce

Dynamics 365 Commerce strengthens business-to-business (B2B) with multi-outlet ordering, unified sign-in, outlet-specific catalogs, and built-in credit management to help reduce friction and protect cash flow. It modernizes order management and assisted-selling workflows in retail stores, helping to improve associate productivity, and customer experiences across channels. It also enables cross-legal-entity inventory lookup and flexible, attribute-based pricing to help accelerate mass updates and help drive higher sales.

Dynamics 365 Human Resources

Dynamics 365 Human Resources continues to advance in areas such as recruitment, onboarding, reporting, and integrated workforce management. By merging enhanced user experiences with broader ecosystem integration and expanding regional payroll collaborations, the platform enables organizations to optimize employee engagement, support operational accuracy, and confidently achieve their workforce objectives.

Finance and operations cross-app capabilities

Finance and operations cross-app capabilities will introduce new enhancements that strengthen the foundation for AI experiences across Dynamics 365. These updates include improvements to Model Context Protocol (MCP) servers, as well as the general availability of immersive home, which is an AI-powered workspace designed to help users stay focused and prioritize what matters most.

Dynamics 365 Customer Insights – Data

Dynamics 365 Customer Insights – Data acts as the grounding layer for CRM copilots and AI agents, delivering real‑time, unified customer profiles that help power accurate decisions. With enriched data, teams can act on insights directly in their workflow to deliver timely, personalized experiences that deepen engagement and drive better outcomes. The result is an AI-ready data core that elevates agents and helps deliver more connected, intelligent CRM experiences.

Dynamics 365 Customer Insights – Journeys

Dynamics 365 Customer Insights – Journeys empowers end-to-end, agentic customer engagements across sales, marketing, and service, allowing businesses to proactively react to customer behavior using Copilot and AI agents. With smarter orchestration tools, teams can deliver impactful campaigns at scale to drive stronger relationships, higher efficiency, and revenue growth. Part of Dynamics 365, every interaction within your organization benefits from shared data and consistent intelligence across Microsoft CRM applications.

Dynamics 365 Business Central

Dynamics 365 Business Central accelerates the move to agentic ERP with enhancements to our AI‑powered agents that automate sales and purchase scenarios in 2026 release wave 1. Alongside new business capabilities, we invest heavily in developer productivity to support extensibility—improving advanced language (AL) testing, debugging, Copilot extensibility, and agent design.

Highlights from Microsoft Power Platform and Microsoft Copilot Studio

2026 release wave 1 updates for Microsoft Power Platform deliver modernized app experiences across Power Apps and Power Pages, AI-powered automation and agent innovation in Power Automate and Copilot Studio, enhanced Dataverse intelligence and programmability, and strengthened governance, security, and cost management capabilities to help organizations build, scale, and manage intelligent solutions with confidence.

Power Apps

Power Apps continues to modernize app experiences with a refreshed model-driven user interface (UI), improved mobile and offline capabilities, streamlined search, and expanded AI features. This release brings standardized modern theming to everyone, real-time Dataverse access for offline-first canvas apps, enhanced search in grids and lookups, and broader availability and extensibility of generative pages to help teams build and scale intelligent apps faster.

Power Pages

Power Pages will further empower pro-developers and low-code makers to build intelligent business portals for your employees, customers, citizens, and partners through better integration with market leading AI tools. Additionally, enhanced security agent features will further support low-code makers, pro-developers, and admins with actionable insights and abilities for securing their websites.

Power Automate

Power Automate is Microsoft’s comprehensive automation platform for cloud flows, desktop flows, and process mining. This release introduces AI agent authoring, optimization, and self-healing capabilities for desktop flows, Copilot Studio-powered actions in cloud flows, enhanced maker and collaboration tools across both, general availability of object-centric process mining, and consolidated governance reporting.

Microsoft Copilot Studio

Microsoft Copilot Studio continues its journey to make agent and agentic workflows even easier to build and more powerful. Now you can further customize agents built with Agent Builder in Microsoft 365 Copilot, and power your automation with high value AI actions. Deeper governance, multi-agent orchestration, and evaluations enable further scaling. With connections to Microsoft Foundry and Work IQ, your agents can use the latest AI technology in coordination with your organizational data.

Microsoft Dataverse

Microsoft Dataverse continues to invest in enterprise-ready agentic and low-code data platform capabilities. The spotlight is on Work IQ and Copilot integration, delivering organization-specific decisions with adaptive learning and full auditability. We’re also enhancing agent programmability with Dataverse APIs, MCP servers, and Python SDK, plus new storage management tools for enterprise-grade compliance at scale.

Microsoft Power Platform governance and administration

Microsoft Power Platform governance and administration introduces admin controls for agent security, real-time risk assessment in Copilot Studio, and AI-powered governance agents that automate tenant monitoring and remediation in this release. Enhanced visibility into usage patterns, granular Copilot credit consumption with pay-as-you-go (PAYG) caps, and connector dependencies help you optimize costs, demonstrate return on investment (ROI), and enforce compliance with organizational policies using features within the Power Platform Admin Center. GitHub integration and deploy from Git mature your application lifecycle management (ALM) practices with full audit trails.

Business Applications Update

Power Platform &

Copilot Studio edition

April 15, 9AM PDT

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Updates to role-based agents in Microsoft 365 Copilot

2026 release wave 1 updates for Microsoft role-based agents transform Sales Agent and Finance Agent in Microsoft 365 Copilot into intelligent daily command centers, helping to deliver richer, data-grounded insights, enhanced chat and mobile experiences, contextual support across Outlook and Teams, and strengthened governance and extensibility to help organizations drive productivity and scale AI responsibly.

Sales Agent

Sales Agent becomes the seller’s daily command center with richer Sales Chat and Sales Home experiences across desktop and mobile in 2026 release wave 1. Sellers will gain streamlined access to deal and account insights through configurable record summaries, contextual support in Outlook and Teams, and improved email and meeting intelligence. New governance and extensibility controls will also help organizations scale AI responsibly.

Finance Agent

Finance Agent helps finance professionals and their stakeholders interact with financial information from their ERP within the flow of work. In 2026 release wave 1, we continue expanding how this financial assistant supports common finance tasks such as reconciliation, variance analysis, and data preparation in Excel, as well as customer communications in Outlook. By bringing financial insights and assistance directly into familiar productivity tools, the Finance Agent helps teams investigate issues faster, respond to stakeholders more efficiently, and spend less time manually preparing or reconciling data so they can focus more on financial analysis and decision support.

For a complete list of new capabilities, please refer to the Dynamics 365 2026 release wave 1 plan, the Microsoft Power Platform 2026 release wave 1 plan, and role-based agents 2026 release wave 1. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

Business Applications Update

The Business Applications Update offers an early preview of new capabilities coming in the months ahead. This refreshed structure is designed to reflect the reality of our time: innovation does not happen twice a year; it is constant. Whether you are a strategic leader or a hands-on practitioner, this new cadence is built to get you quickly up to speed.

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Evolving the Dynamics 365 ERP Model Context Protocol (MCP) Server  http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2025/11/11/dynamics-365-erp-model-context-protocol/ Tue, 11 Nov 2025 19:00:00 +0000 Microsoft is extending that foundation with two major advancements:

The Dynamics 365 ERP MCP server is evolving from static to dynamic. This unlocks hundreds of thousands of ERP functions for secure, real-time use by agents, developers, and applications. The new dynamic server is now in public preview.

A new Dynamics 365 ERP MCP server for analytics is being introduced. It applies the same model-context principles to business intelligence and insights, with public preview of the server coming this December.

Together, these capabilities advance how ERP systems, data, and AI agents connect: simplifying extensibility, supporting accelerated development, and enabling consistent governance across every business process.

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https://aka.ms/IgniteMCPBlog

At Microsoft Build 2025, the Dynamics 365 ERP Model Context Protocol (MCP) server was introduced as a foundational step in connecting AI and enterprise resource planning (ERP) systems through a shared, governed protocol. The MCP server provides a standardized way for AI agents, applications, and services to securely access ERP data and execute business actions within Dynamics 365.

That first release represented a milestone. It made ERP data and logic discoverable and callable through a standard set of tools, paving the way for agentic innovation across finance and operations.

Now, Microsoft is extending that foundation with two major advancements:
  • The Dynamics 365 ERP MCP server is evolving from static to dynamic. This unlocks hundreds of thousands of ERP functions for secure, real-time use by agents, developers, and applications. The new dynamic server is now in public preview.
  • A new Dynamics 365 ERP MCP server for analytics is being introduced. It applies the same model-context principles to business intelligence and insights, with public preview of the server coming this December.

Together, these capabilities advance how ERP systems, data, and AI agents connect: simplifying extensibility, supporting accelerated development, and enabling consistent governance across business processes.

The Model Context Protocol: A shared foundation for ERP and AI

The Model Context Protocol (MCP) defines a common language for how agents, applications, and services interact with enterprise data and business logic. MCP provides a unified framework, instead of relying on custom APIs or point-to-point integrations. MCP standardizes access to ERP operations, helping ensure consistency, context, and control.

In practical terms, MCP enables developers to:
  • Build once and reuse across multiple ERP applications and environments.
  • Expose new ERP actions or data endpoints dynamically to the agent framework.
  • Maintain consistent data access, permissions, and auditability across all integrations.

This framework helps simplify how partners and customers create and extend agentic experiences. An agent built to reconcile accounts or process supplier invoices can use the same MCP standards to trigger journal entries, validate transactions, or retrieve KPIs across Finance, Supply Chain, Human Resources, and Project Operations–without custom code or repeated integration work. Adding the MCP server to your agent provides access to data, operations, and analytics in the server for the agent’s security role.

The diagram illustrates the architecture of Microsoft's Copilot Studio, showcasing the integration of MCP servers, Dynamics 365, and various components such as agents, data, and analytics.

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As organizations move from systems of record to systems of action, MCP provides the connective tissue. It brings ERP data, analytics, and AI together under a single, trusted framework. The evolution from static to dynamic MCP—and the addition of MCP for analytics—marks a significant step in making ERP systems more adaptive, extensible, and aligned with how businesses operate today.

From static to dynamic

The initial ERP MCP server launched at Build 2025 as a static implementation with a curated set of 13 tools for Dynamics 365 Finance and Supply Chain Management. These tools exposed high-value ERP operations through MCP, helping early adopters test and validate real-world agent scenarios.

However, static systems, have natural limits. The set of available tools was fixed, updates required code changes or redeployments, and extending functionality took time. As developers began building more complex agents that span processes and applications, a new level of flexibility became essential.

The new dynamic ERP MCP server, now available in public preview, addresses that need. It transitions from a fixed catalog of tools to a dynamic framework that adapts as business needs evolve. You can now build agents that can work with data and perform nearly any function available to a user through the application interface, without the need of custom code, connectors, or APIs.

How it works

The tools in the new server work by enabling the agent to navigate server forms to complete tasks. Agents work with the application data and business logic through server APIs just like humans perform tasks in the application client. Static tools with very specific actions, like Find Approved Vendors or Release Purchase Requisition Lines, have been replaced. The agent uses the new tools to open forms, set field values, and click actions available on the form.

This evolution unlocks hundreds of thousands of ERP functions across tens of thousands of forms. These forms—in Finance, Supply Chain, Human Resources, and Project Operations—are instantly accessible through MCP. Each function inherits ERP’s existing controls for permissions, auditing, and security, allowing IT to scale innovation while preserving compliance.

The context provided to the agent through the MCP server dynamically updates with each tool call based on the agent’s security permissions and application configuration, extensions, and personalization. This helps ensure the server is working with an accurate view of available actions and data for the given context. Additionally, it automatically makes available in the MCP framework the ISV extensions and customizations in the environment.

Consider an agent that performs supplier selection for purchase requisitions. When submitting the requisition, the agent gathers and analyzes price and supplier performance information from the ERP applications. It then reasons over the data to select the appropriate supplier for the requisition. The agent updates requisition record with the selected supplier by opening the form, populating the appropriate fields and saving the record. The agent then submits the document to an approver for review by selecting the available workflow action on the form. The native capabilities of the MCP server support these interactions between the agent and ERP data and business logic, among many others.

Extending MCP to analytics

The new Dynamics 365 ERP MCP server for analytics extends the same model-context approach to data, metrics, and insights. It provides governed access to the ERP analytics data available in Business Performance Analytics (BPA)—including measures, dimensions, reports, and semantic models. AI agents and analytics tools can reason over consistent, trusted definitions.

This new server creates a bridge between ERP transactions and business intelligence. It ensures that agents and users reference the same definitions for revenue, margin, or cash flow when generating insights or forecasts—reinforcing trust and mitigating discrepancies between analytics systems.

By aligning analytics and operations under one protocol, ERP data becomes agent-ready and explainable. Access AI-driven analysis, forecasting, and variance detection with natural language prompts and surface results directly into the applications people use every day, including Microsoft Copilot and Microsoft Teams.

The MCP server for analytics also creates new opportunities for the partner ecosystem. Developers can build analytics extensions that plug directly into ERP data models while maintaining full governance and auditability.

Why this evolution matters

This announcement is not just about new APIs—it’s about creating a governed, extensible foundation for innovation across ERP.

For IT organizations, the dynamic ERP MCP server simplifies extensibility and accelerates delivery. MCP standardizes how these capabilities are published, managed, and secured—allowing IT to focus on innovation rather than maintenance.

For business leaders, the analytics MCP server connects insight to action. Forecasts, reconciliations, and recommendations produced by AI are grounded in ERP’s trusted definitions, helping to ensure accuracy and supporting compliance. This helps finance and operations teams shift from retrospective reporting to proactive performance steering.

Together, the servers create a single, unified model where data, analytics, and process automation operate in sync. This helps reduce friction, increases visibility, and accelerates the time from signal to action.

By making hundreds of thousands of ERP functions accessible through a dynamic, governed model, and by extending that same model to analytics, Microsoft is building the foundation for ERP systems that evolve continuously with the business—securely, intelligently, and at enterprise scale.

Partner innovation and ecosystem impact

These changes also expand opportunities for Microsoft’s partner ecosystem. ISVs and system integrators can now build and deliver agents faster. Know that MCP provides a consistent integration and governance layer across all ERP workloads.

The dynamic MCP server enables partners to:

  • Create reusable, compliant ERP agents that can be deployed across multiple tenants.
  • Publish agents that tap into hundreds of thousands of ERP functions, including extensions and customizations, without deep code dependencies.
  • Deliver analytics and insight-driven applications powered by the new MCP for analytics.

Early partner adoption is already demonstrating the potential of this architecture. These examples highlight how MCP can reduce integration overhead, standardize access, and help partners deliver new business value faster, while maintaining enterprise-grade trust and compliance.

  • RSM: Shop Floor by RSM empowers manufacturers to operate as frontier firms by minimizing downtime, improving quality. It enables teams to resolve production issues in real time, driving greater resilience and growth. This intelligent agent transforms the shop floor with automation, actionable insights, and seamless collaboration to set a new standard for operational excellence in manufacturing.
  • HSO: The PayFlow Agent enhances invoice payment efficiency in accounts payable by automating payment inquiries and delivering real-time status updates. PayFlow streamlines payment processes, minimizes manual intervention, and accelerates resolutions. Empower finance teams and project managers to manage “pay when paid” terms with transparency. This intelligent automation enhances supplier relationships and ensures vendors receive timely, accurate information about their payments.
  • Fellowmind: From inbox to Inbound Load in seconds. The Inbound Load Agent transforms emailed delivery notes into inbound loads in Dynamics 365, eliminating repetitive data entry, reducing manual error and accelerating and streamlining workflows.
  • Cegeka: The Quality Impact Recall Agent identifies product quality failures and traces their downstream impact across inventory and customers. It orchestrates potential recall efforts, ensuring timely notifications and corrective actions to safeguard safety and brand reputation.
  • Crowe: AP automation is table-stakes today, and ERP automation shouldn’t end there. From sales orders and contracts to customer and vendor interactions, Crowe’s AI Agents handle the unstructured, high-touch processes that traditional automation can’t reach.
  • KPMG: KPMG’s Supplier Performance Insight Agent automates critical finance workflows by integrating internal ERP data with external market signals to give leaders a complete view of supplier relatability and risk. This showcases how AI can make ERP faster, smarter and more connected for organizations.
  • Annata: Annata’s Autonomous AI Agents automate and accelerate complex service processes—turning multi-day breakdowns into minutes of coordinated action. By connecting directly to enterprise data and workflows through the MCP server, the solution secures parts, creates appointments, and orchestrates the entire service chain to maximize equipment uptime. 
  • SignUp Software: The Axtension Downtime Agent steps in when a machine fails in a production environment or a resource becomes unavailable. The Downtime Agent suggests resolutions and generates alternative production plans, factoring in constraints like promised delivery dates and capacity. Multiple simulation scenarios can be validated and published, enabling organizations to maximize production efficiency.

Building the foundation for adaptive ERP

Building on MCP is a strategic priority for Dynamics 365 applications. ERP teams across Microsoft are aligning on a unified approach to help ensure all agents and applications share this common foundation:

  1. All new ERP agents will be built using MCP.
  2. Existing agents will migrate to MCP by December 2025.
  3. All tools hosted on the static ERP MCP server will transition to the new dynamic framework.

This alignment helps ensure that every ERP agent—whether developed internally or by a partner—operates with shared context, consistent governance, and interoperability across Dynamics 365 and the broader Microsoft ecosystem.

What’s next

The dynamic Dynamics 365 ERP MCP server is now in public preview! The MCP server for analytics will enter public preview in December 2025. Over the coming months, Microsoft will continue validating new features with early partners and enterprise customers, gathering feedback to guide the next phase of development. MCP will continue to be a strategic priority in the agent foundation for Dynamics 365 ERP.

Customers and partners interested in joining the preview can contact their Microsoft representative or explore the latest documentation: Use Model Context Protocol for finance and operations apps

Join us in San Francisco, November 18 –21 at Microsoft Ignite for a deep technical dive into Agentic ERP during the Reinvent Finance & Operations with Agentic ERP session. Discover what MCP means for extensibility and learn how to build an ERP roadmap that enables adaptive, intelligent operations.

Looking ahead, we’ll continue the conversation at Convergence in Miami, December 9–11. Explore how AI and MCP are reshaping the future of ERP, secure your spot today.

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Simplifying License Management for Dynamics 365 Finance and Operations: Improved User License Validation http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2025/09/25/simplifying-license-management-dynamics-365-finance-operations/ Thu, 25 Sep 2025 15:30:00 +0000 Microsoft is updating the timeline for in-app notifications and per-user license validation to give customers more time to prepare. To enable a smoother and more predictable experience, license validation will follow a staged rollout aligned with customer’s contract renewal or anniversary date. In parallel, we are introducing additional tools and reporting capabilities to increase transparency and improve the overall experience for customers managing their licensing footprint.

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Our mission is to empower everyone to achieve more, and we design our products and services with enterprise-grade security, privacy, compliance, and transparency. As part of this commitment, we continue to evolve our offering to provide administrators with enhanced tools and reporting to optimize access and licensing within Dynamics 365 finance and operations applications.

On April 30, 2025, we delivered a set of enhancements to user license reporting in the Power Platform admin center, providing customers with comprehensive visibility into license usage across security roles. These improvements build on the momentum from our earlier investments in governance tools, as outlined in our March blog post on simplifying license management in Dynamics 365. Together, these updates are designed to help organizations better understand and manage their licensing footprint.

Microsoft is updating the timeline for in-app notifications and per-user license validation to give customers more time to prepare. To enable a smoother and more predictable experience, license validation will follow a staged rollout aligned with customer’s contract renewal or anniversary date. In parallel, we are introducing additional tools and reporting capabilities to increase transparency and improve the overall experience for customers managing their licensing footprint.

Why We’re Taking a Staged Approach

Starting January 15, 2026, license validation for Dynamics 365 finance and operations applications will begin for customers with contract renewals or anniversaries occurring after that date – refer to the FAQ to learn how this applies to your organization. This approach enables several important benefits:

  • Proactive Engagement: Aligning validation with contract milestones helps customers plan to review user counts and licensing needs.
  • Reduced Operational Impact: This timing allows organizations to plan and implement necessary adjustments with less likelihood of operational disruption.
  • Scalable and Transparent: A staggered timeline provides better transparency when license validation occurs, helping customers plan ahead.

Note: Customers granted a grace period as described in this customer blog will continue to have that status honored.

To maintain continuous access and reduce disruptions in the future, we recommend organizations proactively review and assign licenses in advance.  Users without assigned licenses will no longer have access to these applications after technical validation until licenses are assigned and will instead receive prompts to request the appropriate licenses from their administrator.

Preparing for a Smooth Transition

To help customers confidently navigate the upcoming license validation process starting January 15, 2026, we’ve outlined clear steps to enable your organization to be prepared.

As we approach this important milestone, we encourage your administrator to: 

  1. Understand licensing requirements: Review the licensing model for clarity on how security roles, duties, and privileges map to license types.
  2. Review User Role and License Mapping: Use the Power Platform admin center or Dynamics Lifecycle Services reporting to generate a high-level summary of active users and respective license requirements.
  3. Role to license optimization: Use the License Usage Summary Report in Dynamics 365 finance and operations to identify opportunities to optimize user role assignments by removing unnecessary entitlements or permissions.
  4. Align license assignments in Microsoft 365 Admin Center: Provision and assign the appropriate licenses to users in the Microsoft 365 Admin Center, ensuring they match the license types mapped in the reports. If needed, make reservations or place supplemental orders for additional licenses.

Following this guidance will help facilitate a smooth transition and position your organization for success managing Dynamics 365 finance and operations licensing across your Microsoft Cloud solutions. This shift toward centralized license assignment underscores our commitment to simplifying administrative processes, providing greater visibility, security, and governance.

For additional information, use the following resources to continue adapting to the new modern reporting tools:

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2025 release wave 2 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Microsoft Copilot offerings http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/07/16/2025-release-wave-2-plans-for-microsoft-dynamics-365-microsoft-power-platform-and-role-based-microsoft-copilot-offerings/ Wed, 16 Jul 2025 16:00:00 +0000 The 2025 release wave 2 for Microsoft Dynamics 365, Microsoft Power Platform, and Copilot offerings introduces new capabilities that help organizations harness the potential of AI.

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We’re entering the age of AI agents, a transformative moment reshaping the landscape of business applications and platforms. AI agents aren’t just making incremental improvements, they’re helping to redefine productivity and can fundamentally change how work gets done.

Published today, the 2025 release wave 2 for Microsoft Dynamics 365, Microsoft Power Platform, and Copilot offerings introduces new and improved capabilities that help organizations to harness the full potential of this new era. These plans compile new capabilities slated for release between October 2025 and March 2026.
Integral to the wave 2 plans, AI assistants and agents not only help humans with day-to-day tasks, but also act as proactive partners to drive better business outcomes. Our upcoming release brings that vision to life, helping to make AI not just accessible but an essential component in daily operations. Whether it’s enabling sellers to close deals faster, providing service teams real-time trusted knowledge, or empowering finance professionals with AI-driven reconciliation and analysis, these enhancements can be transformative to the way we all work.

Be sure to stay updated on the latest features and create your personalized release plan using the release planner.

Highlights from Dynamics 365

The 2025 release wave 2 for Dynamics 365 brings new innovation to transform functions across your business.

Microsoft Dynamics 365 Customer Insights – Data enhances Microsoft Copilot and agents with real-time, unified customer profiles, enabling teams to act on insights within their workflow. With enriched data, seamless platform integration, and faster processing, businesses can deliver timely, personalized experiences that boost engagement and conversions.

Microsoft Dynamics 365 Customer Insights – Journeys empowers businesses to craft personalized, AI-driven customer experiences across all touchpoints. With Copilot, agents, and enhanced orchestration tools, teams can engage the right audiences at scale, streamline lead generation, and accelerate growth.

Microsoft Dynamics 365 Sales brings the power of AI to help sellers achieve their targets and automate busywork. Microsoft Copilot delivers actionable insights in the flow of work, while AI agents research and engage leads, drive purchase intent, and proactively bring key insights and emergent deal risks—helping sellers close more deals faster. A reimagined interface reorients sellers from data to insights. Watch this video to discover the new and enhanced features in this release wave for Dynamics 365 Sales.

Microsoft Dynamics 365 Customer Service continues to enhance agentic and Copilot capabilities for case and knowledge management, as well as AI-driven routing.

Microsoft Dynamics 365 Contact Center continues to enhance agentic and Copilot capabilities to automate the service journey across digital and voice channels, along with the introduction of new omnichannel and supervisor capabilities in the 2025 release wave 2.

Microsoft Dynamics 365 Field Service will deliver AI agents, enhanced scheduling tools, mobile usability improvements, and deeper Microsoft 365 integration in the upcoming release wave. With innovations across inspections, vendor coordination, and connectivity with Microsoft Dynamics 365 Project Operations, Field Service empowers organizations to deliver smarter, faster, and more seamless service at scale.

Microsoft Dynamics 365 Finance brings global-scale finance and agentic operations to our customers, including agents that can lead to faster financial close, and provide additional automation and optimization across large scale operations, as well as enhancements to business performance analytics and planning solutions.

Microsoft Dynamics 365 Supply Chain Management can enhance demand planning with event and promotion forecasting, and help improve quality management for sample handling; and the Supplier Communications Agent will automate vendor interactions. New supplier engagement tools and warehouse app upgrades will also be introduced to further streamline operations and boost efficiency.

Microsoft Dynamics 365 Project Operations will continue to deliver powerful enhancements across the project lifecycle. These include improved mobile and browser experiences for time and expense, better project planning with enterprise custom fields, streamlined billing and invoicing workflows, and expanded support for stocked items, investment projects, and migrations to the modern architecture.

Microsoft Dynamics 365 Human Resources can enhance the hire-to-retire journey with Microsoft Entra ID and Microsoft Viva Connections integration to help reduce duplication. New agentic capabilities will be introduced to streamline onboarding with guided experiences and automation. Recruiter assist will also now support job description generation and interview assistance, helping to improve efficiency across hiring and onboarding.

Microsoft Dynamics 365 Commerce advances in-store experiences by providing a mobile-first point-of-sale that provides business continuity even during a business outage. Improvements to the Adyen payment connector allows modern payments like Pay by Link across channels, offering more purchasing options for omnichannel customers. Additionally, omnichannel unified pricing enables retailers to establish more intricate pricing structures, helping them remain competitive.

Microsoft Dynamics 365 Business Central introduces AI agents to enhance efficiency and automation in the 2025 release wave 2. These agents seamlessly integrate to execute complex tasks, generate reports, automate processes, and optimize order creation using natural language processing. Additionally, this release focuses on quality management, subcontracting, sustainability, and e-document capabilities.

Highlights from Microsoft Power Platform and Microsoft Copilot Studio

2025 release wave 2 updates for Microsoft Power Platform bring new and updated ways for organizations to analyze, act on, and automate data to digitally transform their businesses.

Microsoft Copilot Studio continues its journey to make agent creation and operation even easier and more powerful with autonomous agents in Microsoft 365 Copilot, the ability to build complete teams of agents that work seamlessly together, and improved governance for enterprise scalability. Copilot Studio will offer even deeper integration with Azure AI Foundry and the Microsoft Graph, helping to ensure your agents can use the latest AI technology in coordination with your data in Microsoft Graph. Watch this video to discover how the latest enhancements to Copilot Studio can benefit your business.

Microsoft Power Apps enhances human and agent collaboration with a new agent feed to supervise the work of agents and extensible built-in agents for common tasks like enter, explore, visualize, and summarize data. Bring business problems to Plan Designer and a team of agents will help you build enterprise solutions, including apps, agents, Microsoft Power BI reports, and more. Vibe code with the App Agent to create data-connected experiences—just describe what you need or provide an image, and it can be done.

Microsoft Power Pages enables businesses to build secure, data-driven portals effortlessly. In this wave, we will further expedite site building for low-code makers and pro developers to help build intelligent sites for your employees, customers, and partners. The introduction of enhanced security agent features will further empower low-code makers, pro developers, and admins with actionable insights and abilities for securing their websites.

Microsoft Power Automate is transforming how enterprises automate complex business processes through new human-in-the-loop experiences, such as advanced approvals and AI-native capabilities, such as generative actions and intelligent document processing. To manage complex automations at scale, a comprehensive suite of governance, observability, and security controls will be introduced to the Automation Center and Power Platform admin center.

Microsoft Dataverse continues to serve as a trusted low-code data platform, enabling the creation of scalable agents, Copilot applications, and automations. This update introduces enhancements to core agentic capabilities, including Dataverse for Agents and Dataverse Search to support smarter, AI-ready experiences. New features such as Dataverse Model Context Protocol (MCP) Server and AI-powered business logic tools further expand the ability to build dynamic, intelligent solutions grounded in enterprise data.

Microsoft Power Platform governance and administration will become the unified governance hub for managing intelligent agents, agent-driven apps, and automated workflows across the Microsoft ecosystem in this release wave. This will provide a secure, governable, reliable platform for agent development.

Updates to Copilot offerings

Agents for Microsoft 365 Copilot help maximize business impact across sales, service, and finance. Learn more about the 2025 release wave 2 updates for Copilot offerings. Agent updates for sales will help sellers work smarter, engage strategically, and close deals faster. Agent updates for service will expand CRM connectivity and enhance email insights and drafting—all within the tools reps use daily. Updates for finance will offer easily customizable agents that can be launched from familiar tools like Excel, boosting efficiency and insight.

Early access period

Starting August 4, 2025, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2025. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2025 release wave 2 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information.

For a complete list of new capabilities, please refer to the Dynamics 365 2025 release wave 2 plan, the Microsoft Power Platform 2025 release wave 2 plan, and Copilot offerings 2025 release wave 2. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

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Public Preview: Recruiting Add-on with AI & Scheduling Capabilities Now Available in Dynamics 365 Human Resources  http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2025/05/07/recruiting-add-on-with-ai-scheduling-capabilities-now-available-in-dynamics-365-human-resources/ http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2025/05/07/recruiting-add-on-with-ai-scheduling-capabilities-now-available-in-dynamics-365-human-resources/#comments Wed, 07 May 2025 15:38:50 +0000 With the public preview of the Dynamics 365 Human Resources Recruiting add-on, IT administrators can now empower HR teams with a modern recruiting experience—built on Microsoft’s Power Platform and enhanced by AI and Microsoft 365 integration.

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Hiring the right talent has never been more critical—or more complex. In today’s competitive labor market, organizations face rising costs per hire, increasing candidate expectations, and greater pressure to deliver a streamlined, responsive recruiting experience. HR leaders need tools that reduce administrative overhead, provide intelligent automation, and help them compete for top talent. 

IT plays a vital role in enabling these outcomes by delivering secure, scalable, and integrated HR technology. With the public preview of the Dynamics 365 Human Resources Recruiting add-on, IT administrators can now empower HR teams with a modern recruiting experience—built on Microsoft’s Power Platform and enhanced by AI and Microsoft 365 integration. 

Key Features Now Available in Public Preview 

The Recruiting add-on provides a structured platform for sourcing, interviewing, and evaluating candidates across multiple job opportunities. Designed to improve collaboration between recruiters, hiring managers, and candidates, the new experience includes: 

  • Outlook-integrated scheduling
  • Check availability of interview panel members and candidates. 
  • Share interview time slots and automatically send meeting invites. 
  • Conduct interviews and collect feedback within Microsoft Teams. 
  • AI-enhanced resume processing
  • Upload resumes in bulk and automatically generates candidate profiles. 
  • Candidates can upload their resumes and receive suggested interview slots via email. 

These features are available as part of the Recruiting add-on (Preview), which runs as a model-driven Power App integrated with Microsoft Teams, Outlook, and Dataverse. 

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A screenshot of a computer
A screenshot of a computer

Architecture Highlights 

For IT administrators and architects, the Recruiting add-on offers a familiar and manageable footprint within your Microsoft ecosystem: 

  • Built on Power Platform: Leverages Power Apps, Dataverse, and Power Automate for extensibility, automation, and data integration. 
  • Native Microsoft 365 integration: Schedules interviews through Outlook, runs meetings in Teams, and stores feedback securely. 
  • AI-first experience: Reduces manual effort with resume parsing creation powered by Microsoft Copilot. 

IT Admin Considerations 

To deploy the Recruiting add-on, administrators should: 

  1. Install the Recruiting app from Microsoft AppSource. 
  1. Enable the preview feature in the Feature Management workspace in Dynamics 365 Finance. 
  1. Configure HR parameters to activate the Recruiting experience and Copilot capabilities. 
  1. Set up Power Automate flows to enable email notifications, job posting approvals, and status tracking. 

Documentation and setup guidance is available here: Set up the Recruiting add-on 

Get Started 

The Dynamics 365 Human Resources Recruiting add-on with AI capabilities is now available in public preview. We encourage IT and HR teams to collaborate on deploying the experience in test environments and preparing for broader rollout. 

Install the Recruiting add-on 

Set up interview scheduling 

Set up the Bulk resume upload 

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HR Features Improve Compensation and Benefits Management http://approjects.co.za/?big=en-us/dynamics-365/blog/it-professional/2025/05/06/enhance-compensation-benefits-management-dynamics-365-hr-updates/ Tue, 06 May 2025 16:19:25 +0000 http://approjects.co.za/?big=en-us/dynamics-365/blog/?p=193854 Based on customer feedback and a focus on optimizing HR processes, we’re excited to introduce four enhancements in Dynamics 365 Human Resources. We designed these updates to streamline compensation management, improve benefits processing performance, and empower employees with more self-service capabilities.

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Managing employee compensation and benefits effectively is critical for attracting and retaining talent. HR teams often face challenges related to system performance, data management, and giving employees better visibility into their plans. Based on customer feedback and a focus on optimizing HR processes, we’re excited to introduce four enhancements in Dynamics 365 Human Resources. We designed these updates to streamline compensation management, improve benefits processing performance, and empower employees with more self-service capabilities.

Feature Details

Until now, variable compensation plans in Dynamics 365 Human Resources could only be linked to employees directly. With the update, you can now associate variable plan awards and enrollments to an employee’s position.

This makes it easier for HR teams to manage compensation aligned to job roles, improving accuracy and scalability—especially for organizations with position-based structures.

Tip: Enable the feature “Ability to link variable pay to position” in Feature Management to use it.

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2. Clean Up Benefits Eligibility Process Results

Over time, Benefits eligibility processing results can accumulate, causing system slowdowns and timeout errors. To address this, we have introduced a cleanup batch job that allows customers to periodically delete older process results.

Now, with the Clean up benefits eligibility process results job, quickly define how old records must be before removal, helping maintain system performance and avoiding issues like “Cannot select a record in Benefit eligibility process result.”

Tip: Set up a recurring batch job to automatically clean up old records based on your organization’s data retention needs.

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3. Employee Start Date Filtering for Benefits Eligibility Processing

Managing eligibility for a large workforce often means needing more control over who gets processed. To help with this, we have added an Employee Start Date field group to the Benefits Eligibility Processing batch job.

HR teams can now specify a From and To date to include only employees whose start dates fall within a certain range. This improves performance by reducing the number of records processed and allows for more targeted eligibility runs.

  • From date: Record processing starts from the employee’s start date.
  • To date: Record processing goes up to the employee’s start date.

Tip: Use this filter when processing eligibility during specific hiring periods or when onboarding seasonal employees.

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4. My benefit plans

Employees want transparency and easy access to their benefits information. To support this, we have introduced the new My Benefit Plans tile in Employee Self-Service (ESS).

Employees now view their elected benefits, along with associated dependents and beneficiaries—both for the current and previous benefit periods—all in one place. This empowers employees to better understand their coverage and reduces the need for HR teams to manually answer basic benefits questions.

Tip: Make sure to enable the Benefits Management feature to use the My Benefit Plans tile.

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Call to Action

These enhancements in Dynamics 365 Human Resources are designed to help HR teams work more efficiently, keep systems running smoothly, and empower employees with greater self-service access.

Start taking advantage of these new compensation and benefits features today!

Enable the relevant features through Feature Management, explore the capabilities in your environment, and check out our latest release notes for additional details and docs:

Employees select plans by using Employee self service (optional) – Human Resources | Dynamics 365 | Microsoft Learn

Process enrollment eligibility – Human Resources | Dynamics 365 | Microsoft Learn

Enroll an employee in a variable compensation plan – Human Resources | Dynamics 365 | Microsoft Learn

We’d love your feedback to help shape future updates—please share your thoughts!

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2025 release wave 1 brings hundreds of updates to Microsoft Dynamics 365 and Power Platform http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/04/30/2025-release-wave-1-brings-hundreds-of-updates-to-microsoft-dynamics-365-and-power-platform/ http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/04/30/2025-release-wave-1-brings-hundreds-of-updates-to-microsoft-dynamics-365-and-power-platform/#comments Wed, 30 Apr 2025 15:00:00 +0000 Microsoft has launched the 2025 release wave 1, a six-month rollout of new and enhanced capabilities featured during the Microsoft Business Applications Launch Event.

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The next wave of innovation for Microsoft Dynamics 365 and Microsoft Power Platform starts today. This morning, at the Microsoft Business Applications Launch Event, we are officially launching the 2025 release wave 1, a six-month rollout of new and enhanced capabilities that will be rolled out between April 2025 and September 2025.

This release wave comes at an exciting moment, in a year marked by rapid advancements in AI. Microsoft Copilot and agents are at the heart of this release wave, promising to transform how we all work and to help elevate organizations into AI-first companies. New Copilot and agent capabilities showcased at today’s event will help you to improve business processes, enhance customer engagement, and empower your workforce to automate tasks.

Watch the Microsoft Business Applications Launch Event to hear directly from product teams as they share demos and real customer stories that showcase the newest features in action. Companies like Eneco, Intralox, Apollo Travel, Murdoch’s Ranch & Home Supply, Pro Refrigeration Incorporated, and State Farm are leveraging these features to drive transformation.

Create your own autonomous agents with Microsoft Copilot Studio

In this release wave, Copilot and agents take center stage with even more functionalities to help organizations transform their operations and deliver exceptional customer experiences. At the event, we are showcasing custom agents that can autonomously conduct a range of processes across sales, service, finance and supply chain functions.

Explore agents pre-built for you in Microsoft Copilot Studio

Read the blog ↗

Microsoft Copilot Studio serves as the foundation for agents, making it easy to customize and build your own customer and internal facing agents using your data and workflows. In addition, upcoming pre-built agents for Dynamics 365 are ready to customize and launch, accelerating your time to value. Stay tuned for blog updates and deep dives about Copilot and agent capabilities during this release wave.     

Transform customer experiences with AI agents

AI is transforming every aspect of customer experience, from rethinking user experience and business processes to the way apps are built and maintained. The 2025 release wave 1 features Dynamics 365 customer experience apps designed to help you deliver connected and personalized experiences for customers.  

Microsoft Dynamics 365 Sales brings the power of AI to help sellers meet their targets while boosting seller productivity. Copilot and agents enhance performance and simplify tasks to help grow your pipeline, sharpen strategies, and accelerate deals. A re-imagined user experience ensures sellers never miss the best move to close a deal. And automated research, ongoing follow-ups, and prioritized tasks provide continuous guidance—allowing you to focus on the right actions to drive success and grow your business. 

Dynamics 365 Sales introduces new Copilot and agent capabilities to research and prioritize inbound leads, initiate sales conversations, and develop personalized sales engagements. These features help your teams to simplify tasks to help grow your pipeline, sharpen strategies, and accelerate deals.

During the launch event, we showcase how Intralox, an industry leader in complex conveyance solutions, is leveraging the sales qualification agent in Dynamics 365 Sales to help qualify leads, build stronger relationships with customers, and close deals faster.

New functionalities for Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Contact Center include Microsoft Teams phone integration, which helps to reduce telephony complexity, proactive conversational journeys, and three agents that work in concert to create an autonomous contact center. These agents automate intent determination, manage the case lifecycle from creation to closure, and convert cases and related conversations into knowledge articles to support your contact center operations.

Learn how Apollo Travel, a subsidiary of European travel leader Dertour Group, is using Dynamics 365, Microsoft Power Platform, Microsoft Copilot, and agents to automate a range of processes—from generating hotel descriptions to developing chatbots for case summarization. In addition, using Dynamics 365 Contact Center with Dynamics 365 Customer Insights, Apollo Travel can now leverage custom-built agents to proactively reach out to customers with personalized recommendations, adding value to the customer’s travels and opportunities for upselling additional services. This experience is enabled through new proactive engagement activities such as SMS or phone calls, helping to create personalized journeys in real-time.

Explore the release plans for:

Optimize workflows with autonomous ERP

Today’s launch also showcases innovation across ERP solutions that is leading organizations into a new era of autonomous operations—where humans and agents work together to drive increased efficiency across business processes.

To support autonomous financial operations, Dynamics 365 Finance introduces the Account Reconciliation Agent, along with a new financial task workspace to help teams manage and track recurring processes like period close with greater structure and visibility.

In Dynamics 365 Project Operations, new capabilities will simplify time, expense, and approvals; accelerate scenario planning with what-if analysis; and improve planning accuracy with customizable task details. Dynamics 365 Human Resources will add AI-powered candidate assessment to help hiring teams identify top applicants faster by comparing resumes to job requirements, and a new onboarding agent that guides new hires through personalized onboarding journeys directly within Microsoft Teams.​

In Dynamics 365 Commerce and Dynamics 365 Supply Chain Management, we’re delivering new tools to enhance pricing strategy and procurement efficiency. Unified pricing management enables organizations to centralize omnichannel pricing across segmentation, channel-specific rules, and price trees. At the launch event, we showcase how Murdoch’s Ranch & Home Supply is using the new Supplier Communications Agent in Dynamics 365 Supply Chain Management to reduce manual vendor follow-ups and improve purchase order accuracy.​

We also feature how Pro Refrigeration Incorporated is using the Sales Order Agent in Dynamics 365 Business Central to process customer orders faster and improve responsiveness. Business Central also adds the integration with Dynamics 365 Field Service, new Copilot summarization capabilities and Scope 3 emissions tracking to help organizations meet sustainability goals.

Updates include Copilot-first experiences in Dynamics 365 Finance to streamline complex tax and compliance management and automate account and bank reconciliations using intelligent agents. Dynamics 365 Supply Chain Management introduces integrated AI, analytics, and automation features to improve operational efficiency, enhanced supplier communication, demand planning accuracy, and intelligent manufacturing features that align production data to real-world processes.

Microsoft Dynamics 365 Business Central also adds the integration of Field Service with service management, as well as the ability to enhance purchase order line matching with Copilot.  

Explore the release plans for:

Redefine development: AI-first innovation in Microsoft Power Platform

Microsoft Power Platform continues to empower everyone to build their own AI-powered solutions through low-code or no-code tools with new features. Microsoft Power Apps is changing how software solutions are built with plan designer, enabling makers to build an end-to-end solution plan from simply describing their business problems, generating business requirements, data tables, and suggested solution architecture. 

Microsoft Copilot Studio brings together the best AI innovations into a single low-code agent platform so that you can build amazing things. New capabilities like Agent Flows and Deep Reasoning expand the frontier of agents you can build, while new text and generative AI tools give you the ability to direct agents in specialized ways. The general availability of triggers and generative orchestration enables new categories of autonomous agents to transform business processes. We also are introducing more tools to optimize your agents including new diagnostics, testing, and performance analytics.

Explore the release plans for:

Watch the virtual Microsoft Business Applications Launch Event

Watch the Microsoft Business Applications Launch Event to discover the latest in Dynamics 365 and Microsoft Power Platform. You’ll get access to in-depth demos of new autonomous agents and other capabilities designed to optimize your workflows and streamline operations.

Don’t forget to review the detailed release plans for Dynamics 365 and Microsoft Power Platform. Stay updated on the latest features and upcoming enhancements, and create your personalized release plan using the release planner to ensure you’re equipped with the knowledge needed to maximize on this new release wave.

We look forward to seeing how capabilities in this release wave enhance your business processes and bring new levels of efficiency and customer success.  

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Unlock insights with Business performance analytics in Microsoft Dynamics 365 http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/02/27/unlock-insights-with-business-performance-analytics-in-microsoft-dynamics-365/ Thu, 27 Feb 2025 17:00:00 +0000 In today’s fast-changing world, financial, operational, and organizational leaders must respond to shifting demands and market volatility with agility.

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In today’s fast-paced business environment, leaders must stay ahead of ever-shifting demands while contending with fragmented data, manual reconciliations, and reactive reporting processes. Traditional analytics tools often reside outside core systems, forcing organizations to juggle multiple data sources and spreadsheets. This approach delays timely decisions and makes it nearly impossible to pivot quickly when market conditions change.

Business performance analytics (built into ERP solutions within Microsoft Dynamics 365) tackles these challenges by bringing together financial, operational, and organizational data within a single, governed foundation. Rather than dealing with siloed systems and batch updates, you gain real-time insights that are directly process-aware—eliminating delays, data harmonization overhead, and disconnected reporting. Even more exciting, Dynamics 365 extends analytics beyond dashboards, enabling AI capabilities that can proactively recommend or even execute business actions on your behalf.

Below, we explore how Business performance analytics unifies your data estate, drives smarter decisions through Copilot and agents, and sets you on a path to fully integrated and autonomous business processes.

Bringing data together: A single, context-aware model

Most organizations rely on disparate tools and manual processes to piece together financial statements, operational dashboards, and performance metrics. Unfortunately, these patchwork efforts waste time and often produce errors or duplications. This causes even more challenges as leaders increasingly look to generative AI to automate repetitive tasks and support predictive decision making. AI’s effectiveness depends on the quality and timeliness of the underlying data. For AI Agents to deliver real value, they need to operate on a data estate that is continuously updated, context-aware, and governed.

Business performance analytics unifies data from Microsoft Dynamics 365 Finance, Microsoft Dynamics 365 Supply Chain Management, Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Insights, Microsoft Dynamics 365 Field Service, Microsoft Dynamics 365 Human Resources, and third-party sources—preserving the context of your processes in a single, dimensional model. This approach delivers an analytics strategy that is:

  • Process-aware out of the box. Because it’s built into Dynamics 365, Business performance analytics inherently understands cost centers, product categories, HR structures, project operations, and more. This means no manual mapping or external reconciliation is needed to see how a product delay affects supply chain costs or how shifting budgets impact workforce allocations.
  • Always up to date. Unlike traditional, standalone analytics that require nightly data loads, Business performance analytics refreshes data frequently. Finance, HR, supply chain and operations leaders see critical changes as they happen—giving you the agility to react to rising demand, fluctuations in resource utilization, or unexpected expenses.
  • Context-rich. Business performance analytics provide dimensional analysis across financial, operational, and organizational data. Need to compare revenue by region or analyze cost variances by project? Simply slice and dice the data without wrestling with manual exports or complicated transformations.
  • Governed and protected. With role-based security, data encryption, and centralized governance, your teams—and your agents—access only authorized data. This instills confidence that shared insights won’t compromise sensitive information.

By bringing data into a single, governed model, your entire organization can speak the same language. Finance, supply chain, field service, and HR no longer work in silos. Instead, they share a unified foundation that streamlines analytics and AI investments to expedite decision making.

Agents: From insight to autonomous action

Many analytics solutions connect data to provide insight, but few connect directly to your ERP system to suggest or even execute next steps. By harnessing AI capabilities within Dynamics 365, you can move from reactive reporting to proactive, autonomous processes.

  • Autonomous monitoring and alerts. Agents can be created to continuously watch financial performance, supply chain metrics, and workforce signals. Once an anomaly is detected—like unexpected spending spikes or inventory shortfalls—they can alert the right managers in Microsoft Teams or email.
  • Proactive decision assistance. Instead of diving into massive spreadsheets, managers receive scenario-based recommendations built on historical and real-time data. Agents might suggest renegotiating a vendor contract or reprioritizing marketing spend to optimize ROI.
  • Automated execution. Imagine your system adjusting procurement orders based on forecasted demand or automatically recommending reallocation of budgets across cost centers. When data reveals that immediate action is needed, Agents can trigger or schedule tasks in Dynamics 365.

By connecting data from disparate sources and mapping directly into ERP, Business performance analytics provides the “brains” for Agents to continuously optimize operations.

Accelerate analytics with Microsoft Fabric

Business performance analytics works seamlessly with Fabric to provide organizations with a scalable, AI-powered data foundation that extends well beyond traditional ERP analytics solutions. This integration addresses a key challenge for many organizations as they look to reconcile data between ERP systems and external analytics platforms. Fabric removes this friction by unifying data storage, analysis, and governance:

  • OneLake architecture. Easily combine data from Business performance analytics with additional structured or unstructured data—like Internet of Things (IoT) signals or historical archives. With a consistent governance layer, your analytics remain secure and compliant.
  • Direct Lake mode. Traditional analytics pipelines rely on batch processing, introducing delays. With Direct Lake, you can query data instantly. Finance teams can analyze transactions that landed minutes ago, while supply chain managers gain immediate insights into inventory fluctuations.
  • Microsoft Copilot Studio and advanced AI. Fabric extends beyond data storage. Integrate with Copilot Studio to rapidly build AI models that utilize a broader data context. This synergy helps you predict everything from late shipments to demand spikes—well before they become actual bottlenecks.

Ultimately, the Fabric integration with Business performance analytics means you can broaden your analytics scope without leaving the governed environment of Dynamics 365.

Business performance analytics

Unify data across your enterprise, and deliver near real-time insights.

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Planning for the future: Integrated business planning and analytics

While Business performance analytics delivers immediate insights, organizations often need more robust forecasting, budgeting, and scenario modeling. By connecting to integrated business planning solutions in Dynamics 365—such as Business performance planning or Supply chain planning—you unite daily insights with forward-looking strategies:

  1. Unified budgets and forecasts. Finance teams can build rolling forecasts that pull live data from operations, so you’re never basing budgets on stale assumptions.
  2. Closing the loop with operations. Demand shifts can be identified by agents to automatically adjust your supply chain forecast, helping to ensure inventory and workforce capacities align.
  3. Streamlined scenarios. Business performance analytics lays the real-time foundation. Planning tools let you run what-if analyses to see how changes in demand, staffing, or market conditions might affect revenue and expenses.

By linking operational reporting and strategic planning under a single data model, you can achieve continuous planning—a major shift from the static, siloed budgeting processes of the past. Below provides an overview of planning and analytics within the ERP solutions of Dynamics 365 and how they work alongside Business performance analytics:

CapabilityPurposeWhen to use ItGet started today
Business performance analyticsGain actionable insights into financial and operational performance.Use when analyzing financial statements, cash flow trends, budget versus actual performance, or identifying cost variances.Enable Business performance analytics to access prebuilt dashboards and reports, giving you near real-time visibility into results.
Business performance planningAlign financial forecasting, operational planning, and workforce planning (licensed with Finance Premium).Use when creating financial forecasts, setting budget allocations, scenario modeling, or aligning operational plans.Activate Business performance planning capabilities to start integrating forecasts, budgets, and workforce planning into daily execution.
Supply chain planningOptimize demand forecasting and inventory management (licensed with Supply Chain Premium).Use when predicting demand, managing supplier lead times, mitigating risks, and balancing inventory levels with sales forecasts.Deploy Supply chain planning with demand planning to enhance visibility, align production schedules, and streamline operations.

With this approach to integrated business planning, leadership can align corporate strategy, budgeting, demand forecasting, and production capacity without juggling multiple data sets or tools. This comprehensive approach helps to ensure every team—from finance and supply chain to sales and human resources—draws on a consistent, reliable data foundation for strategic decisions and execution.

Tailored for every industry

Whether your organization is in manufacturing, retail, healthcare, or professional services, Business performance analytics adapts to your unique processes:

  • Product-centric companies. Manage production schedules, inventory levels, and logistics based on real-time demand signals, eliminating overstock or missed sales.
  • Service-centric organizations. Track resource utilization, billable hours, and project profitability in one model, reducing the risk of revenue leakage or unbilled work.
  • Asset-intensive sectors. Optimize maintenance schedules and capital investments by forecasting the impact on operating budgets and asset lifecycles.

Because Business performance analytics is built into Dynamics 365, you can seamlessly extend it for industry-specific scenarios—without the heavy lifting of third-party integrations.

A future-ready approach: From static reporting to autonomous execution

Typical analytics solutions stop at reports and dashboards. Business performance analytics in Dynamics 365 goes further by providing an end-to-end continuum: from real-time insights, to AI recommendations, to automated actions. As we look toward the future, we aim to ensure:

  • Integrated data, not data dumps. No external data lakes or manual extracts will be required. Your data stays within a governed, process-aware model.
  • Seamless AI. Agents will be able to shift your organization away from after-the-fact reporting to proactive decision making, drastically cutting response times.
  • Governed, scalable architecture. You can tie to Fabric for more extensive analytics, advanced AI, and the flexibility to handle multiple data sources at once.

In a rapidly evolving market, the ability to act swiftly is critical. Business performance analytics helps ensure you have the right data at the right time, with embedded intelligence and the option for autonomous execution—helping you adapt, innovate, and grow, no matter the challenges ahead.

Ready to empower your teams with better business visibility?

  • Eliminate silos. Unify visibility across your business with process-aware analytics, like record to report, procure to pay, order to cash, and hire to retire in a single, governed framework.
  • Accelerate decisions. Combine near real-time data and agents to detect anomalies and recommend the next best action—before issues escalate.
  • Scale securely. Expand seamlessly via Fabric, helping to ensure your analytics remain fast, governed, and AI-ready, no matter how large your data grows.

By adopting Business performance analytics within Dynamics 365, you lay the groundwork for an agile, insight-driven organization—one that doesn’t just track performance but actively shapes it.

Learn more about business performance analytics, contact us today.

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2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2025/01/23/2025-release-wave-1-plans-for-microsoft-dynamics-365-microsoft-power-platform-and-role-based-copilot-offerings/ Thu, 23 Jan 2025 17:00:00 +0000 We’ve published the 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and role-based Copilot offerings. These plans are a compilation of the new capabilities planned to be released between April 2025 and September 2025.

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We’ve published the 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings. These plans are a compilation of the new capabilities planned to be released between April 2025 and September 2025. With advancements in agents, automation, intelligence, and seamless integrations, this release is designed to address the evolving needs of modern enterprises while driving efficiency and innovation across industries.

Key areas of focus include expanding AI capabilities and agents to automate routine tasks, provide actionable insights, and improve decision-making at every level. This wave introduces enhancements to user experiences, enabling more intuitive workflows, smarter resource management, and greater collaboration. Businesses can benefit from intelligent tools that optimize operations, improve customer engagement, and support strategic growth initiatives.

In addition to productivity and efficiency, this release prioritizes security, governance, and extensibility, helping to ensure businesses can scale confidently while maintaining compliance and control. With these advancements, organizations can take advantage of the full power of AI and agents to transform their operations and deliver exceptional value to their customers. Watch a summary of the release highlights for 2025 release wave 1.

Dynamics 365 release wave 1

Check out the 2025 release wave 1 Dynamics 365 features.

Retail store manager doing queue management via tablet on the store floor.

Highlights from Dynamics 365

Microsoft Dynamics 365 Sales brings the power of AI to help sellers meet their targets while boosting seller productivity. Copilot and agents enhance performance and simplify tasks, to help grow your pipeline, sharpen strategies, and accelerate deals. A reimagined user experience ensures sellers never miss the best move. Automated research, ongoing follow-ups, and prioritized tasks provide continuous guidance, allowing you to focus on the right actions to drive success and grow your business. Watch this video to discover the new and enhanced features included in this release wave.

Microsoft Dynamics 365 Customer Service will enable agentic capabilities for case and knowledge management, as well as AI-driven routing, while extending Copilot capabilities for customer service representative and supervisor experiences, with a focus on productivity improvements. Watch this video to discover how the latest enhancements to Customer Service can benefit your business.

Microsoft Dynamics 365 Contact Center will transform service experiences with new features to deliver effortless self-service, accelerate assisted service, and drive efficiency. The 2025 release wave 1 introduces Copilot and agent capabilities to automate intent determination for evergreen self-service and autonomous knowledge management.  Additional key features include multi-modal support in customer intent agent, enhanced unified routing features, and new workforce and quality management capabilities.

Microsoft Dynamics 365 Field Service introduces Copilot-first experiences that enhance service operations and deliver exceptional customer experiences in 2025 release wave 1. Key features include automated inspection generation from templates, actionable insights for schedulers, quick access to vital information for frontline workers and managers, plus seamless integrations with Microsoft Teams and Outlook.

Microsoft Dynamics 365 Finance capabilities are designed with a copilot-first experience, delivering enhanced automation and agentic capabilities. This release focuses on simplifying complex tax management and regulatory compliance, automating account reconciliations with agents, improving bank reconciliation processes, and adding intelligence to planning, along with extensibility and data refresh updates for business performance analytics. Discover how the latest enhancements to Finance can benefit your business in this video.

Microsoft Dynamics 365 Supply Chain Management advances autonomy by integrating intelligence, automation, and analytics to improve productivity and organizational adaptability. This update enhances operational efficiency by automating supplier communications, improving demand planning accuracy with cell-level explainability and generative insights, and taking advantage of AI in manufacturing to align production data with actual processes.

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, contract management, invoicing, time and expense entry, and core transaction processing. The spotlight is on AI-assisted core functionality improvements in what-if analysis, proposal generation, time and expense and approvals. This release will introduce a mobile app for time management and deliver scale improvements to support larger projects and handle higher invoice volumes.

Finance and operations cross-app capabilities will continue enabling AI and autonomous enterprise resource planning (ERP) with capabilities that support ERP application suite in Dynamics 365, including Dynamics 365 Finance, Supply Chain Management, Commerce, Human Resources, and Project Operations. We’re infusing agent experiences across applications, including chat, embedded AI, and intelligent process automation, and enabling extensibility for agent scenarios along with enterprise-grade security and compliance at scale.

Microsoft Dynamics 365 Human Resources enhances intelligence, automation, and analytics across the hire-to-separate process to boost productivity and enable business agility. We’re advancing recruiting with AI-driven assessments and integrations with external job boards, including LinkedIn. Additionally, we’re improving benefits and people management experiences for employees and HR business partners through AI-first solutions and automation. View this video to learn more about the features releasing in this wave.

Microsoft Dynamics 365 Commerce advances in-store experience by providing a mobile-first point-of-sale that reduces store hardware footprint and boosts sales conversion. The improvements to the payment connector allow modern payments methods, further reducing hardware requirements and offering more purchasing options for customers. Additionally, omni-channel unified pricing enables retailers to establish more intricate pricing structures, helping them remain competitive.

Microsoft Dynamics 365 Business Central introduces intelligent AI agents to enhance efficiency and automation for small or medium sized businesses (SMBs). These agents seamlessly integrate to execute complex tasks, generate reports, automate processes, and optimize order creation using natural language processing. This release focuses on manufacturing, sustainability, and electronic document capabilities, along with enhanced Shopify and Microsoft Dynamics 365 Field Service integrations.

Microsoft Dynamics 365 Customer Insights – Data powers Copilot and agents with the latest customer insights, enabling your teams to take advantage of this data directly within their daily workflow. Enriched with the latest marketing behavioral interactions and streamlined data ingestion, your business can access up-to-date customer profiles without delays to build each experience upon the last.

Microsoft Dynamics 365 Customer Insights – Journeys brings the power of AI to engage your customers on new channels so you can create new scenarios and business opportunities. Thanks to advanced journey capabilities, you can optimize interactions with your customers, helping to ensure that each touchpoint is meaningful and impactful. The new forms and event management features not only streamline the lead generation process but also help ensure that high-quality leads are captured and nurtured effectively.

Microsoft Power Platform

Check out the 2025 release wave 1 Microsoft Power Platform features.

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Highlights from Microsoft Power Platform

Microsoft Power Apps changes how software solutions are built with the plan designer where makers can provide a business problem, and a set of agents helps them build a Microsoft Power Platform software. Apps created using Power Apps are intelligent, powered by a set of extensible agents that support most common tasks like exploring, entering, and summarizing data. Makers can automate common tasks by creating agents from existing apps and deploying them to take care of work autonomously. With integrated ability for users to understand and monitor agent actions, and easy ability to resolve issues when agents hit roadblocks, Power Apps is accelerating the shift to intelligent AI-driven solutions at scale. Watch this video to discover the exciting features launching in this release wave.

Microsoft Power Pages enables businesses to build secure, data-driven portals effortlessly. Recent updates include AI-driven features like Web Agents for multi-platform engagement (email, Teams, WhatsApp), AI-assisted form filling for improved productivity, dynamic list visualizations for better insights, and enhanced governance policies to strengthen security and streamline site deployments.

Microsoft Power Automate is transforming how enterprises automate complex business processes through new human-in-the-loop experiences, including advanced approvals and AI native capabilities, such as generative actions and intelligent document processing. A comprehensive suite of governance, observability, and security controls coming to the automation center and Microsoft Power Platform admin center help to manage complex automations at scale. Watch this video to learn about the new features releasing in Power Automate in this wave.

Microsoft Copilot Studio brings new autonomous agent capabilities; extension of Microsoft 365 Copilot with Custom Agents; new capabilities for the Copilot Studio embedded builder in Microsoft Copilot including support for actions, new enterprise knowledge sources, and the ability to upgrade a declarative agent to Copilot Studio custom agent to access additional capabilities and new conversational channels for custom agents including WhatsApp and SharePoint. Watch this video to discover how the latest enhancements to Microsoft Copilot Studio can benefit your business.

AI Builder in Copilot Studio brings the power of advanced automation to routine processes like email handling, document processing, and image management, helping businesses run smarter and more efficiently. AI Builder has multi-modal content processing capability, which allows businesses to handle various data types—including text, document, and images—within a single natural language instruction. Enhanced Prompt builder tools empower makers to customize AI actions with diverse inputs, expanded data sources from Microsoft Dataverse, and support for generating multiple content types, including documents.

Dataverse is continuing to extend maker experiences by enriching app and agent building capabilities across the platform. Dataverse can seamlessly connect all your data together with an ever-expanding set of external data sources. And with your data together, Dataverse can convert your enterprise data into knowledge, which you can use to customize and extend agents that are built in Microsoft Copilot Studio and the agent builder experience in Microsoft 365 Copilot. These investments are aimed at grounding AI-driven experiences with enterprise knowledge across Microsoft Power Platform.

Microsoft Power Platform Administration and Governance continues to provide enhanced tools and insights for admins to get the most from Microsoft Power Platform. In this wave. We’re focusing on security, easing adoption and governance of Copilot and agents, and helping enterprises boost the adoption of Microsoft Power Platform at enterprise scale with a modernized admin center experience and a new admin connector for automating admin tasks.

Highlights from Role-based Copilot offerings

Role-based Copilot offering release wave

Check out the 2025 release wave 1 Role-based Copilot offering features.

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Microsoft 365 Copilot for Sales continues to drive innovation with advanced generative AI capabilities designed specifically for sales-focused roles. In this release, we’re enhancing our assistive features by surfacing further CRM platform insights and recommendations to the sales team across the Microsoft 365 product suite. We’re also streamlining SalesChat™ experiences and driving new agent workflows to put organizations in control of automation experiences and notifications.

Microsoft 365 Copilot for Service continues to deliver and enhance cutting-edge generative AI capabilities for agents within their flow of work. In this release, we’ll be introducing connectivity with any CRM system and inline email summary and drafting.

Microsoft 365 Copilot for Finance enhances efficiency for finance professionals by providing insights that aid strategic decision-making and reduce manual tasks. The 2025 release wave 1 focuses on intelligent automation of variance analysis in Excel, access to external data sources, extending functionalities through Copilot Studio, supporting collections calls in Teams, and taking advantage of generative AI to summarize macroeconomic conditions. Visit the release planner to learn more about upcoming features.

Early access period

Starting February 3, 2025, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by April 2025. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2025 release wave 1 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information.

For a complete list of new capabilities, please refer to the Dynamics 365 2025 release wave 1 plan, the Microsoft Power Platform 2025 release wave 1 plan, and the Role-based Copilot offerings 2025 release wave 1. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

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2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform now available  http://approjects.co.za/?big=en-us/dynamics-365/blog/business-leader/2024/07/16/2024-release-wave-2-plans-for-microsoft-dynamics-365-and-microsoft-power-platform-now-available/ Tue, 16 Jul 2024 16:00:00 +0000 On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform.

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On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. 

The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights

Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities. 

Highlights from Dynamics 365 

Dynamics 365 release wave

Check out the 2024 release wave 2 Dynamics 365 and Microsoft Copilot for business features

Microsoft Dynamics 365 Sales continues to enhance customer understanding and boost sales through data, intelligence, and user-friendly experiences. In this release, we are focused on including natural language copilot for summarizing information, creating a new full-screen Copilot Home with curated insights and role-specific actions, and using AI-powered insights to find leads. Watch this video to discover the new and enhanced features included in this release wave. 

Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching Copilot in Microsoft 365 capabilities with sales-specific workflows, data, and actions. We will focus on using AI-powered insights to create leads, deepen the integration into Copilot in Microsoft 365, and use natural language capabilities to allow sellers to ask data-related questions of their CRM. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Customer Service will continue to empower agents to work more efficiently through new copilot capabilities such as proactive prompting, ability to access data from external systems securely with plugins, email enhancements, and AI-infused routing. Watch this video to discover how the latest enhancements to Customer Service can benefit your business. 

Microsoft Copilot for Service is now generally available, bringing new capabilities to enhance user experiences. These features will be integrated across Outlook, Teams, Microsoft 365 Chat, and Copilot embedded in third-party CRMs. View this video about the features launching in this wave for Copilot for Service. 

Microsoft Dynamics 365 Contact Center will add new features for voice, messaging, Copilot, AI-infused routing, and contact center operations including out of box support for additional CRMs. Watch this video to learn about the new features releasing in Dynamics 365 Contact Center this wave. 

Microsoft Dynamics 365 Field Service enables a shift from reactive to proactive and predictive service, empowering digital transformation and innovative business models. Using Copilot, frontline workers will be able to retrieve critical information and initiate mixed-reality remote assist calls within Teams through Copilot. Managers will be able to create, update, and manage work orders effortlessly across web, Outlook, and Teams interfaces. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Finance continues its journey of leading in autonomous finance, using AI to transform common end-to-end financial processes. This release focuses on in-app copilot capabilities, immersive persona-based user experiences, expanding country coverage, electronic invoicing enhancements, business performance analytics and planning enhancements, and autonomous reconciliation capabilities. Discover how the latest enhancements to Finance can benefit your business in this video

Microsoft Copilot for Finance is expanding data reconciliation capabilities in Excel with assisted data sanitization and preparation routines. Extending variance analysis capabilities with support from additional data sources and enabling collaboration on findings with stakeholders will also be a focus in the upcoming wave. Additionally, the Teams integration will facilitate collections calls with suggested scripts and automated recording of action items in the financial system. Check out this video to see the exciting new features releasing in Microsoft Copilot for Finance.

Microsoft Dynamics 365 Supply Chain Management is advancing along the path of an autonomous supply chain by integrating intelligence, automation, and analytics into every facet of business procedures, thereby improving user productivity and enhancing organizational adaptability. In this update, the spotlight is on improving order-promising capabilities for manufacturers. Demand planning is upgraded to incorporate forecasting with external signals, and the inclusion of Copilot weaves insights and analyses directly into workflows, identifying trends and irregularities, while also allowing for specific data inquiries at the cell level. Additionally, Traceability Copilot keeps track of actual products in production and compiles a comprehensive historical record of related activities. Watch this video to discover the exciting features launching in this release wave. 

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, invoicing, time entry, and core transaction processing. The spotlight is on AI-assisted core functionality improvements in estimation, proposal generation, journals, approvals, and contract management, with added mobile capabilities and scale improvements to handle larger projects and invoices at an increased scale. Watch this video to learn about the new features releasing in Project Operations this wave. 

Finance and Operations cross-app capabilities will continue to invest in capabilities applying to Finance, Supply Chain Management, Microsoft Dynamics 365 Commerce, Microsoft Dynamics 365 Human Resources, and Project Operations. We are infusing copilot experiences across applications, including natural language chat, embedded AI, and intelligent process automation, and enabling extensibility for copilot scenarios. We will also bring more value and insights to finance and operations apps data and enhancements to ensure continued enterprise-grade security and compliance at scale. 

Microsoft Dynamics 365 Human Resources continues to build intelligence, develop automation and analytics around the hire-to-separate process, increase user productivity, and empower business agility. We are enhancing recruiting with AI-driven assessments and offer management, improving experiences for employees and HR business partners in benefits and performance management, and advancing analytics, insights, and planning through business performance planning and analytics capabilities. View this video to learn more about the features releasing in this wave. 

Microsoft Dynamics 365 Commerce is using the power of AI to empower retailers to streamline their operations and drive increased customer loyalty and conversions. With Copilot, retail managers, sales associates, and merchandisers will gain new AI-powered insights into customer buying patterns and preferences, recommendations for positioning and selling products, and business intelligence on store performance. Improvements to the self-checkout POS make customer checkouts more efficient, and user experience updates to Store Commerce app streamline daily tasks for faster, more efficient sales and service. Watch this video to see the new features releasing in Microsoft Dynamics 365 Commerce.

Microsoft Dynamics 365 Business Central is focused on maintaining service reliability performance and security standards. We’ll continue enhancing productivity by optimizing core processes with Copilot, expanding to cover more than 170 countries, and offering enhanced reporting with more than 80 Microsoft Power BI reports. Additionally, integration with Field Service will be expanded, along with new financial management features. We will also enhance development tools and governance, along with improved data privacy and compliance management. 

Microsoft Dynamics 365 Remote Assist will bring significant improvements to the quality of Mixed Reality (MR) annotations in Teams mobile for both iOS and Android users. The update will enhance the accuracy of MR ink on irregular and complex surfaces, making it easier for remote experts and technicians to collaborate seamlessly. Mixed Reality annotations in Teams mobile will be generally available in the next wave, along with ongoing investments in stability, performance optimization, and usability improvements across HoloLens 2 and iOS and Android applications. 

Microsoft Dynamics 365 Customer InsightsData empowers every organization to unify and enhance customer data, leveraging it for insightful analysis and intelligent actions. This release enables you to streamline data integration by using Microsoft Dataverse and Microsoft Fabric, attach your data in OneLake to Customer Insights, accelerate time to insights with data in Data Lake format, increase control when attaching to data in Dataverse, and seamlessly generate insights from marketing. Discover how these latest enhancements can benefit your business in this video

Microsoft Dynamics 365 Customer Insights—Journeys brings the power of AI to redefine the workflow for marketers, enabling them to be more productive than ever before. Businesses can optimize every interaction with their customers with end-to-end journeys across departments and channels. With this release, you will have more flexibility and control when it comes to journeys, managing your web forms and tailoring Copilot to your business. Watch this video to learn about the new features releasing in this wave. 

Highlights from Microsoft Power Platform 

Microsoft Power Platform

Check out the 2024 release wave 2 Microsoft Power Platform features

Man with a laptop

Watch this video to explore the exciting new features releasing across Microsoft Power Platform. 

Microsoft Power Apps will continue to transform app experiences with infused intelligence, enabling users to be more productive by using Copilot to work with data, get insights, and improve their apps. Makers will continue to benefit from AI-assisted development, enabling rich and complex applications to be built with monitoring, control, and unmatched governance for admins, ensuring organizations can adopt low-code and AI transformation at scale. 

Microsoft Power Pages will expedite site building for a low-code maker or pro developer to build intelligent sites that reimagine the way you interact with your employees, customers, and partners. 

Microsoft Power Automate will continue to make it easier to build flows by using natural language and multi-modal generative AI capabilities across cloud flows and desktop flows, troubleshooting runs, and managing your automation estate with an end-to-end view. This, along with improvements in process mining to jumpstart creation of automation through Microsoft 365 integration and ongoing improvements to scaling, means it’ll be easier than ever for new users to get started and scale. 

Microsoft Copilot Studio is advancing copilot capabilities and IVR support with Customer Service and will expand geographically to the United Arab Emirates and Germany. Additionally, the team is improving software lifecycle management capabilities with topic-level import/export and role-based access control (RBAC), as well as enhancing governance and administration functionalities. 

AI Builder is investing in Prompt Builder for creating and deploying GPT prompts with enterprise data to enhance flows, apps, data tables, and copilots. We are also enhancing Intelligent Document Processing with a new validation station in Power Automate, application lifestyle management (ALM) support, and pre-built AI models for translation, classification, and personally identifiable information (PII) detection. Lastly, we’ll improve AI governance through capacity management, data policies, and including AI Builder capacity in the Power Apps developer plan. 

Microsoft Dataverse is enhancing the maker experience by boosting app building productivity with Copilot, ensuring seamless connectivity to external data and knowledge sources, and integrating AI-powered Enterprise Copilot in Microsoft 365. These investments aim to streamline development and use AI for more efficient and intelligent solutions. 

Governance and administration continues to advance via tools and insights that empower Microsoft Power Platform admin to easily get their job done. This wave focuses on governing Copilot adoption and easily securing low-code assets, helping enterprises boost adoption of Microsoft Power Platform solutions in their organization while keeping their digital environment safe. 

Early access period 

Starting July 29, 2024, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2024. Take advantage of the early access period to test these updates and effectively plan for your customer rollout. Explore the 2024 release wave 2 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page for more information. 

For a complete list of new capabilities, please refer to the Dynamics 365 2024 release wave 2 plan and the Microsoft Power Platform 2024 release wave 2 plan. We also encourage you to share your feedback in the community forums for Dynamics 365 or Microsoft Power Platform

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