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

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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 Insights—Data 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

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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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As enterprises are asked to manage increasingly complex business processes and data environments, context-aware AI summarization by Copilot in Microsoft Dynamics 365 streamlines operations by synthesizing data from multiple sources across Supply Chain Management, Finance, Commerce, and Human Resources. By delivering clear, actionable insights from ERP data, this generative AI feature eliminates context-switching and allows users to make better decisions faster.

Transformative AI summarization in Dynamics 365

Copilot generative AI features are revolutionizing the user experience in Supply Chain Management, Finance, Commerce, and Human Resources. Insights that used to require literally dozens of clicks, searches, and views in multiple windows—and a lot of deep thinking about complex data—are now presented to the right user, at the right time, automatically. Let’s take a closer look at how Copilot aggregates data from multiple sources and displays it in easily digestible and context-aware summaries.

Vendor summary streamlines understanding of vendor performance and financials

What do we mean by “context-aware”? One meaning is that Copilot summarizes data based on the user’s role to deliver real-time, role-specific insights. Take the vendor summary, for example. Traditionally, procurement managers had to navigate multiple forms to understand vendor performance. Copilot summaries streamline these insights by providing quick access to crucial information, such as active contracts, purchase orders, late deliveries, and overdue payments. For accounts payable teams, however, the vendor summary presents essential financial details about a vendor. For both roles, the vendor summary enables faster, data-driven decisions for better vendor interactions.

Sales order and purchase order summaries pinpoint critical items in open orders

Another perspective on “context-aware” is AI summarization based on task. Consider purchase and sales orders. Procurement and sales teams often spend significant time following up on open orders. Getting a comprehensive overview or pinpointing lines that need attention can be challenging, because the necessary data is typically spread across multiple forms. Copilot summaries consolidate the information, enabling users to easily identify critical items.

It’s not just about summarizing data, though. AI summarization also facilitates quicker action on next steps. Copilot’s summary includes convenient one-click filtering options, allowing users to swiftly access the information they need to act.

Customer summary streamlines insights by role for more effective customer relationships

When it comes to customer information, “context-aware” refers to everything that creates a relationship between an organization and its customers—information that’s often found in multiple, disparate tables, reports, and modules. Copilot addresses the challenges faced by roles such as accounts receivable agents, sales order agents, and customer account managers, who need comprehensive and role-specific information about customers that’s often scattered across multiple systems. For example, while accounts receivable teams need quick access to open invoices, sales order teams require details on open orders and shipments. Copilot consolidates all relevant data into a single, context-aware summary that’s specific to each role, allowing agents and account managers to tailor their interactions with customers, strengthen relationships, and enhance operational efficiency.

Warehouse worker home screen brings warehouse teams up to speed quickly

“Context-aware” can also refer to a user’s surroundings and situation. Warehouse start-of-shift stand-up meetings can miss important updates, and they don’t cover changes that happen throughout the day. Copilot’s dynamic operational summary on the Warehouse Management home screen brings warehouse workers up to speed at the start of their shifts and keeps them on top of the situation as they go about their day, helping them quickly adapt to changes and ensure daily goals are met.

Workflow history summary streamlines review and approval of invoices and expense reports

AI summarization streamlines examination of workflows by providing a concise overview of recent actions and comments, allowing approvers to quickly act without navigating through separate detail screens. Copilot summaries apply to workflows in Dynamics 365 Supply Chain Management, Finance, Commerce, and Human Resources, aiding review and approval processes and supporting informed decisions for things like vendor invoices, time-off requests, and expense reports.

Product preview summary consolidates product details for quick consumption

Procurement managers typically must navigate multiple forms to gather product details such as name, description, dimensions, hierarchy, life cycle state, and release policy. Copilot consolidates this information and other key product attributes in a single, concise summary, making these details quick and easy to consume.

Product detail summary streamlines inventory management

When a warehouse manager views the product detail page, Copilot’s summary focuses on relevant information that would take multiple clicks to find, such as on-hand inventory levels, purchase information like main vendor, and batch numbers that are expiring soon.

Employee workspace summary makes leave management easier for both HR and employees

An organization’s success relies on both employees and customers. Effective time-off management is crucial for employees to make informed decisions and for the organization to optimize time-off utilization and manage financial liabilities from unused leave. Time-off information is scattered across multiple screens in the employee self-service portal. Copilot consolidates key details like vacation and sick leave balances and potential forfeitures due to policy, and includes a link to submit leave requests, all in one summary view.

Retail statement summary provides insights about risky transactions across multiple stores

Physical stores send cash-and-carry transactions to Dynamics 365 Commerce for inventory and financial updates. The store operations team must ensure proper posting, but identifying pending transactions can be difficult across multiple stores. Summaries of posted and unposted retail statements highlight stores needing attention and flag risky transactions like returns without receipts or price overrides. Brief error summaries for failed statements aid in quick resolution, enhancing store management efficiency.

Merchandise workflow summary streamlines managing product configurations

For retail merchandisers, the challenge lies in managing complex product configurations without errors. Copilot addresses this challenge by streamlining merchandising workflows, offering a clear summary of settings, automating data validation, and providing a risk preview to anticipate issues. Here, context-aware AI summarization enhances efficiency, reduces the risk of lost sales, and drives growth.

More benefits of context-aware AI summarization of ERP data

Beyond the specific benefits we described earlier, Copilot summaries in Dynamics 365 Supply Chain Management, Finance, Commerce, and Human Resources enhance user experience and operational efficiency in multiple ways.

• Enhanced productivity: With key data points automatically summarized, users spend less time analyzing vast datasets and can focus on strategic decision-making and core activities.
• Proactive problem-solving: With real-time summaries, users can anticipate challenges and address them proactively, improving business agility and resilience.
• Improved accuracy and insight: Copilot highlights critical information and trends, reducing the risk of human error in interpreting complex data. Analysis is more accurate and insightful, crucial for effective decision-making.
• Customized user experiences: Each summarization feature is tailored to the specific needs of different roles within an organization, ensuring that every user receives the most relevant and actionable insights.
• Seamless integration: AI features integrate seamlessly into your existing Dynamics 365 framework, providing a smooth user experience without the need for extensive setup or training.
• Scalable decision support: Whether for small tasks or large-scale strategic decisions, Copilot summaries meet the needs of businesses of all sizes, scenarios, and requirements.

These benefits collectively contribute to a more streamlined, efficient, and informed ERP environment, setting the stage for more advanced AI features to come.

Introducing generative AI responsibly

Integrating generative AI into ERP products presents challenges. It requires ensuring that the AI features are reliable and robust enough for mission-critical business settings. It also requires building customer trust in the AI capabilities. Our vision is an autonomous ERP system that automates and optimizes business processes with minimal human intervention. However, this is a journey we’re embarking on together to instill confidence in the results and encourage greater adoption over time.

Our approach is to gradually introduce low-risk AI features that provide immediate benefits and time savings, gather user feedback, and build excitement. This way, we can improve the AI features based on user needs and business operations, laying the foundation for more advanced AI features in the future. We prioritize the safe deployment and continuous improvement of AI features in our ERP suite and are leading the way for responsible and impactful integration of AI in the ERP landscape.

Ensuring the ethical use of AI technology

Microsoft is committed to the ethical deployment of AI technologies. Through our Responsible AI practices, we ensure that all AI-powered features in Dynamics 365 adhere to stringent data privacy laws and ethical AI usage standards, promoting transparency, fairness, and accountability.

Learn more about AI summarization in Dynamics 365

Interested in learning more about the power of AI summarization to transform your business processes with unparalleled efficiency and insight? Here’s how you can dive deeper:

• Watch a brief video demonstrating the new AI summarization feature.
• Read the documentation to understand the specifics of each Copilot summarization feature:
  • AI summaries with Copilot in Supply Chain Management
  • Customer page summary in Finance
  • Enable Copilot statement posting summaries – Commerce | Dynamics 365 | Microsoft Learn
  • Workflow history summary in Finance
  • Employee self service leave summary – Human Resources | Dynamics 365 | Microsoft Learn
• Engage with other Dynamics 365 users in our community forums to learn from their experiences and share your own.

Not yet a Dynamics 365 customer? Take a tour and get a free trial.

The post AI summarization in Dynamics 365 synthesizes and simplifies complex data appeared first on Microsoft Dynamics 365 Blog.

We’re excited to announce a new project onboarding feature is now available in the Dynamics 365 Implementation Portal. The portal makes it easier to deploy Dynamics 365 projects successfully by guiding you from the start of your project to the end, giving you valuable insights and recommendations along the way. All you need to do to get started is create your implementation project in the portal, and the new onboarding wizard makes it easy. Here’s how:

User-friendly interface removes technical barriers. The onboarding wizard’s intuitive and user-friendly interface is designed to make the onboarding process accessible whatever your technical background. It acts as a virtual assistant, walking you through each step of project creation with clear instructions and prompts.

Projects are ready to use immediately. On completion of the onboarding process, your Dynamics 365 implementation project is instantly available, streamlining collaboration and ensuring that stakeholders have swift access to project resources.

Data is protected automatically. If the implementation project targets a tenant other than the one you’re signed in to, the onboarding wizard starts an approval flow. Two reviewers for the targeted tenant must both approve the request before information such as the customer name and telemetry insights are made available. This automatic review process ensures compliance with data protection regulations and builds trust with customers.

Successful Dynamics 365 implementations by design

The Dynamics 365 Implementation Portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. The onboarding wizard represents a pivotal advancement in the journey towards a successful Dynamics 365 implementation. By guiding you through the creation of your implementation projects, facilitating reviews, and offering relevant insights, the Implementation Portal and the onboarding wizard help your business harness the full potential of Dynamics 365 with confidence and efficiency.

Next steps

Sign up for the Dynamics 365 Implementation Portal and read the documentation.

Learn more about the onboarding wizard.

Have feedback or questions about the onboarding wizard or the Implementation Portal? Let us know! Email us at ftd365ip-support@microsoft.com.

Not yet a Dynamics 365 customer? Take a tour and get a free trial.

The post Create Dynamics 365 implementation projects easily with the new onboarding wizard appeared first on Microsoft Dynamics 365 Blog.

To thrive in today’s highly complex global business environment, organizations are increasingly relying upon the technological and strategic prowess of their financial leaders. We’re continually investing in Microsoft Dynamics 365 to enable finance leaders to monitor financial operations in real time, predict outcomes, and drive strategic decision-making that hinges on insight.

We are pleased to announce that Microsoft has been recognized as a Leader in three IDC MarketScape reports—IDC MarketScape: Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications 2023-2024 Vendor Assessment (doc #US51405823, December 2023); IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2023-2024 Vendor Assessment (doc #US51405023, December 2023); and IDC MarketScape: Worldwide SaaS and Cloud-Enabled Small Business Finance and Accounting Applications 2023-2024 Vendor Assessment (doc #US48041222, December 2023).

Read the IDC excerpt

Dive deeper into the IDC MarketScape for Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications excerpt.

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According to the IDC MarketScape for Enterprise Finance and Accounting Applications, “Consider Microsoft when you are searching for a well-established provider with the resources to innovate quickly and effectively.”

Boost productivity with Copilot for Dynamics 365

As the pace of business accelerates, the role of finance leaders has shifted. They are called to navigate a range of new challenges and responsibilities: reporting on the past, managing the present, and creating the future.

Today, financial leaders are responsible for much more than finance, as they are increasingly accountable for the strategic direction of the company. The scale and pace of decision-making has increased compared to the previous generation, which was called on to help make quarterly decisions. Now, finance leaders make critical financial decisions weekly—and in some cases, daily.

According to the IDC MarketScape for Enterprise Finance and Accounting Applications, “We will see the demand for more analytics, reporting, and data visualization tools. This trend will continue to accelerate and shape buying decisions for financial leaders.”

Our answer to this is to provide simple solutions—focusing on collaboration, productivity, AI, and insights—to help finance leaders make data-driven decisions and drive business agility and growth. According to the IDC MarketScape for Enterprise Finance and Accounting Applications, “Microsoft Dynamics 365 Copilot brings together Azure OpenAI and ChatGPT. Copilot is embedded in Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions. This enables users of all technical abilities to use AI to boost their productivity and focus on more important tasks.” A great example of this is HB Antwerp, a Belgian company redefining how natural diamonds are sourced, crafted, and sold.

In 2024, the company plans to up the value of diamonds tracked to USD 1 billion. In terms of continuing to use AI like Copilot, it said that 60% of emails are written with AI, suggesting the importance of AI to the future of the company. This enables users of all technical abilities to use AI to boost their productivity and focus on more important tasks.

“There’s an unprecedented level of maturity, collaboration, and relationship to new products like Copilot, which are crucial to growth.”

Shai de-Toledo: Co-founder & Managing Partner, HB Antwerp

Optimize your operational workflow within Microsoft Power Automate

The IDC MarketScape for Enterprise Finance and Accounting Applications also noted, that, “These process mining capabilities simplify how work gets done by discovering workflow bottlenecks and further automation opportunities.” This is something that Microsoft customer, HB Antwerp, experienced firsthand. This Belgian diamond company set out to challenge the age-old opacity of the industry. 

HB Antwerp turned to Microsoft and its Microsoft Dynamics 365 Finance, Microsoft Dynamics 365 Project Operations, and Microsoft Power Apps, using ledger technologies to record immutable data points across the diamond’s journey, ensuring sustainability and visibility every step of the way. Now HB Antwerp can predict its profit more accurately, reduce errors, increase communication, and ensure maximum value for everyone involved. Miners and governments reap the financial benefits and consumers can see how their diamond purchases contribute to transforming Botswana’s economy and the lives of its citizens.

HB Antwerp has embraced the move from being just a diamond company to a data company.

“It’s about how do you mine data and create scalability on it that attracts different humans, companies, and institutions who want to be a part of the story, and that’s how we aim to grow.”

Shai de-Toledo: Co-founder & Managing Partner, HB Antwerp

From mining stones to mining data, Dynamics 365 embeds automation into the flow of work throughout, enabling business process optimization for business decision makers.

Learn more through the IDC excerpt

Curious to dive deeper? Read the IDC MarketScape for Worldwide SaaS and Cloud-Enabled Enterprise Finance and Accounting Applications excerpt.

Learn more about:

• Dynamics 365 Finance
• Dynamics 365 Project Operations
• Dynamics 365 Human Resources

Contact your Microsoft representative to learn more about the value and return on investments, as well as the latest offers—including Dynamics 365 Finance Premium.

Notes:

* The IDC MarketScape vendor analysis model is designed to provide an overview of the competitive fitness of ICT suppliers in a given market. The research methodology utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each vendor’s position within a given market. The Capabilities score measures vendor product, go-to-market, and business execution in the short-term. The Strategy score measures alignment of vendor strategies with customer requirements in a three to five-year time frame. Vendor market share is represented by the size of the icons.

The post Microsoft named as a worldwide Leader in IDC MarketScape for Finance and Accounting Applications for Enterprise, Midmarket, and Small Business appeared first on Microsoft Dynamics 365 Blog.

Introduction

In today’s dynamic work environment, managing employee leave and absence efficiently is crucial for maintaining a productive and harmonious workplace. For this reason, we are announcing the public preview of the Human Resources app for Dynamics 365 Human Resources on Finance and Operations environments.

With the announcement of the infrastructure merge, the Human Resources app will be the go-forward solution for the former Teams app for leave and absence.

The application is designed to be used within Microsoft Teams or in a web browser and it provides an overall view of employees leave requests, leave balances, draft leave requests, and leave requests taken in the past.

The Human Resources app can be used both on Mobile and Desktop.

Benefits of the Human Resources app

Human Resources is an app that is integrated with Dynamics 365 Human Resources on Finance and Operations environments. It is designed and developed for organizations to ensure their employees can request, edit, and cancel time off and leave of absence requests seamlessly. Employees can now view their leave balances, upcoming leaves and leave history using the same application. In addition to this, managers can also efficiently view and approve or reject requests in one intuitive interface.

Next Steps

The Human Resources app is now available for public preview and we’re looking forward to hearing your feedback and how the app is helping your organization. Enable the Human Resources (Preview) app for Dynamics 365 Human Resources from the AppSource.

To learn more about these exciting new capabilities and on how to use the app, refer to the Human Resources app.

The post Manage time off requests with Human Resources app for Microsoft Teams appeared first on Microsoft Dynamics 365 Blog.

On January 25, 2024, we published the 2024 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2024 and September 2024. This first release wave of the year offers hundreds of new features and improvements, showcasing our ongoing commitment to fueling digital transformation for both our customers and partners.

This release reinforces our dedication to developing applications and experiences that contribute value to roles by dismantling barriers between data, insights, and individuals. This wave introduces diverse enhancements across various business applications, emphasizing improved user experiences, productivity, innovative app development and automation, and advanced AI capabilities. Watch a summary of the release highlights.

Explore a heightened level of convenience when examining Dynamics 365 and Microsoft Power Platform release plans using the release planner. Enjoy unmatched flexibility as you customize, filter, and sort plans to align with your preferences, effortlessly sharing them. Maintain organization, stay informed, and remain in control while smoothly navigating through various active waves of plans. For more information, visit the release planner.

Highlights from Dynamics 365 

Dynamics 365 release wave

Check out the 2024 release wave 1 early access features.

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Microsoft Dynamics 365 Sales enhances customer understanding and boosts sales through data, intelligence, and user-friendly experiences. The 2024 release wave 1 focuses on providing sellers timely customer information, expediting deals with actionable insights, improving productivity, and empowering organizations through open configurability and expanded generative AI leadership. Check out this video about the most exciting features releasing this wave.

Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching the Copilot in Microsoft 365 capabilities with sales specific skills, data, and actions. Additionally, the team will focus on assisting sellers on the go within the Outlook and Microsoft Teams mobile apps.

Microsoft Dynamics 365 Customer Service will continue to empower agents to work more efficiently through Copilot, filtering response verification, diagnostic tools for admins and agents, and usability improvements to multi-session apps. Additionally, we’re making enhancements to the voice channel, and improving unified routing assignment accuracy and prioritization. Watch this video about the exciting new features in Customer Service.

Microsoft Dynamics 365 Field Service is a field service management application that allows companies to transform their service operations with processes and experiences to manage, schedule, and perform. In the 2024 release wave 1, we’re introducing the next generation of Copilot capabilities, modern experiences, Microsoft 365 integrations, vendor management, and Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Operations integration.

Microsoft Dynamics 365 Finance continues on its journey of autonomous finance, building intelligence, automation, and analytics around every business process, to increase user productivity and business agility. This release focuses on enhancing business performance planning and analytics, adding AI powered experiences, easing setup of financial dimension defaulting with AI rules guidance, increasing automation in bank reconciliation, netting, expanding country coverage, tax automation, and scalability. See how the latest enhancements to Dynamics 365 Finance can help your business.

Microsoft Dynamics 365 Supply Chain Management enhances business processes for increased insight and agility. Copilot skills improve user experiences, while demand planning transforms the forecast process, and warehouse processes are optimized for greater efficiency and accuracy. See how the latest enhancements to Dynamics 365 Supply Chain Management can help your business.

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 core functionality improvements, including support for discounts and fees, enhanced resource reconciliation, journals, approvals, and contract management, with added mobile capabilities to handle larger projects and invoices at an increased scale. See how the latest enhancements to Dynamics 365 Project Operations can help your business.

Microsoft Dynamics 365 Guides is bringing several new capabilities and enhancements including supporting high-detail 3D model support through Microsoft Azure Remote Rendering and greatly improved web content support that enable customers to build mixed reality workflows that are integrated with their business data. Additionally, support for Guides content on mobile will be generally available in the coming wave through a seamless integration with the Dynamics 365 Field Service mobile application.

Microsoft Dynamics 365 Human Resources will continue to improve recruiting experiences with functionality to integrate with external job portals and talent pools and offer management. We will continue to expand our human capital management ecosystem to include additional payroll partners and build better together experiences that span the gamut of what Microsoft can offer to improve employee experiences in corporations of any size and scale across the globe. See how the latest enhancements to Dynamics 365 Human Resources can help your business.

Microsoft Dynamics 365 Commerce continues to invest in omnichannel retail experiences through advancements in mobile point of sale experiences like Tap to Pay for iOS and offline capabilities for Store Commerce on Android. The business-to-business buying experience is enhanced with new capabilities, and a streamlined order management solution for buyers who work across multiple organizations.

Microsoft Dynamics 365 Business Central is delivering substantial enhancements, with a central emphasis on harnessing the power of Copilot. Available in more than 160 countries, the team is focused on Copilot-driven capabilities to streamline and enhance productivity through enhanced reporting and data analysis capabilities, elevated project and financial management, and simplified workflow automation. We have also upgraded our development and governance tools and introduced improvements in managing data privacy and compliance.

Microsoft Dynamics 365 Customer Insights – Data empowers every organization to unify and enhance customer data, using it for insightful analysis and intelligent actions. With this release, we’re making it easier and faster to ingest and manage your data. AI enables quick insights and democratized access to analytics. Real-time data ingestion, creation, and updates further enable the optimization of experiences in the moments that matter. Check out this video about the most exciting features releasing this wave.

Microsoft Dynamics 365 Customer Insights – Journeys brings the power of AI to revolutionize how marketers work, enabling businesses to optimize interactions with their customers with end-to-end journeys across departments and channels. With this release, we empower marketers with a deeper customer understanding, we enable them to create new experiences within minutes, reach customers in more ways, and continuously optimize results. Thanks to granular lead qualification, we continue to boost the synergy between sales and marketing to achieve superior business outcomes. Check out this video about the most exciting features releasing this wave.

Highlights from Microsoft Power Platform 

Microsoft Power Platform

Check out the 2024 release wave 1 early access features.

Learn more

Watch this video about the most exciting features releasing this wave in Microsoft Power Platform.

Microsoft Power Apps focuses on integrating Copilot to accelerate app development with AI and natural language, enhancing user reasoning and data insights in custom apps. The team is also simplifying the creation of modern apps through contemporary controls, responsive layouts, and collaboration features. Additionally, they’re facilitating enterprise-scale development, enabling makers and admins to expand apps across the organization with improved guardrails and quality assurance tools.

Microsoft Power Pages interactive Copilot now supports every step of site building to create intelligent websites—design, page layouts, content editing, data binding, learning, chatbot, accessibility checking, and securing the site. Connect to data anywhere with the out-of-the-box control library and secure the website with more insights at your fingertips.

Microsoft Power Automate is bringing Copilot capabilities across cloud flows, desktop flows and process mining. This will allow customers to use natural language to discover optimization opportunities, build automations, quickly troubleshoot any issues, and provide a delightful experience in managing the automation estate. For enterprise-scale solutions, maintenance is made easier with improved notifications on product capabilities.

Microsoft Copilot Studio brings native capabilities for extending Microsoft Copilot, general availability for generative actions, and geo-expansions to the United Arab Emirates, Germany, Norway, Korea, South America, and South Africa. We’re also introducing rich capabilities to integrate with OpenAI GPT models, along with new channels such as WhatsApp, and software lifecycle capabilities such as topic level import/export and role-based access control.

Microsoft Dataverse continues to make investments focusing on enhancing maker experience by improving app building productivity infused with Copilot experiences, seamless connectivity to external data sources, and AI-powered enterprise copilot for Microsoft 365.

AI Builder invests in three key areas: prompt builder for GPT prompts, intelligent document processing with new features and models, and AI governance improvements, including enhanced capacity management and data policies. These initiatives aim to empower users with advanced generative AI, streamline document processing, and strengthen governance across AI models within Power Apps.

Early access period 

Starting February 5, 2024, customers and partners will be able to validate the latest features in a non-production environment. These features include user experience enhancements that will be automatically enabled for users in production environments during April 2024. To take advantage of the early access period, try out the latest updates in a non-production environment and effectively plan for your customer rollout. Check out the 2024 release wave 1 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page. 

For a complete list of new capabilities, please check out the Dynamics 365 2024 release wave 1 plan and the Microsoft Power Platform 2024 release wave 1 plan, and share your feedback in the community forums via Dynamics 365 or Microsoft Power Platform.

The post 2024 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.

Today, at the Microsoft Business Applications Launch Event, we kicked off the 2023 release wave 2 for Microsoft Dynamics 365 and Microsoft Power Platform, a six-month rollout of new and enhanced capabilities scheduled for release between October 2023 and March 2024.

This release wave introduces hundreds of new features across Microsoft Power Platform applications, including enhanced capabilities for governance, administration, and professional development. Updates for Dynamics 365 include innovation to help employees be more productive, create exceptional customer experiences and deepen relationships, and drive meaningful growth across the business. This release also features new AI capabilities in Copilot—which more than 130,000 organizations have now experienced—that help to improve insights, save time, and enhance creativity across Dynamics 365 and Microsoft Power Platform.  

Tune in to the launch event, live or on-demand, for a concise overview of the release wave, as well as a firsthand look at how organizations like Nestlé, Kodak Alaris, Northern Trust, Centrica, Spark NZ, Domino’s Pizza UK and Ireland, and Suffolk are adopting these capabilities to drive transformative changes in their businesses.

Some of the themes at the event include:

• A new era of AI-powered customer service and field service
• Transforming enterprise resource planning (ERP) with AI
• Enhancing customer experience through AI-driven transformation
• Leading a new era of AI-generated low-code app development with Microsoft Power Platform

A new era of AI-powered customer service and field service

As a frontline for customer loyalty, service agents and field teams need access to information and insights to understand customer needs and respond appropriately. New Copilot capabilities for Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Field Service will help reduce time spent on common tasks, as well as introduce enhancements to the Customer Service workspace. Updates include improved inbox functionality, a redesigned voice experience, enhanced collaboration through Microsoft Teams, and integrated diagnostics for administrators—all aimed at boosting agent productivity and operational efficiency.

During the session led by Jeff Comstock, Corporate Vice President, Customer Service, we demonstrated how Copilot assists customer service and field service processes, including customer self-service, across various channels.

We also revealed how customers like Northern Trust Corporation, a leading wealth and asset management institution, can use Copilot to assist the client services team with tasks ranging from account reviews and case investigations to post-resolution wrap-ups. Northern Trust Corporation has not only gained recognition for its innovative financial services, but also for its unwavering commitment to customer service. With Dynamics 365 Customer Service as a steadfast component of its journey, the latest capabilities in release wave 2 can help the client service teams at Northern Trust be even more efficient, effective, and customer-focused, streamlining its workflow and enhancing its ability to provide timely and accurate support to clients. 

The session also delved deeper into the field service domain, where Centrica, a global energy services company, effectively manages its sizable workforce of 12,000 field operatives on site by harnessing the new capabilities of Dynamics 365 Field Service, streamlining processes from task assignments to issue resolution.

To learn more about release wave 2 capabilities for Dynamics 365 Customer Service and Field Service, visit the release planner.

Transforming ERP with AI

The new release wave harnesses AI, automation, and analytics to help organizations drive greater operational efficiency across finance, supply chain, and operations—capabilities that enhance visibility, automate processes, extend coverage, and deliver a more integrated experience across departments.

Updates to Microsoft Dynamics 365 Finance include the general availability of extended planning and analysis, which brings together operational and financial planning to continuously plan, act, and analyze. In addition, the general availability of business performance analytics streamlines financial reporting by centralizing data from multiple business processes and in an easy-to-use interface.

Updates to Microsoft Dynamics 365 Supply Chain Management include improvements in demand planning, as well as procure-to-pay processes. Copilot will now suggest actions that can help purchasing agents make better decisions in response to new and updated information that affects open purchase orders.

At the launch event, Georg Glantschnig, Vice President, AI ERP, showcased how Domino’s Pizza UK and Ireland is improving its demand planning accuracy by using AI. These new features have greatly enhanced its capacity to serve more customers by precisely planning food requirements, thereby reducing food waste, and improving environmental sustainability through more efficient facility operations. Additionally, the process of fulfilling purchase orders has also seen a remarkable enhancement, thanks to Copilot.

We also demonstrated how New Zealand’s largest telecommunications and digital services provider, Spark NZ, is transforming its finance and supply chain operations with Microsoft Dynamics 365. It can now automate many of its financial processes—including vendor invoice processing, automatic revaluation of foreign currency transactions, transaction reconciliation, billing, and complex tax calculations. Human resources can also streamline processes, from hiring to self-service vacation time requests and tracking.

See the release plans for Dynamics 365 Finance, Supply Chain Management, Project Operations, and Human Resources.

Enhancing customer experience through AI-driven transformation

With Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Insights, and Copilot you can use data and insights that used to be hidden, unlock capabilities previously out of reach, and reach new levels of productivity and collaboration.

The new release wave introduces a variety of solutions to help marketers and sales professionals use Copilot to deepen their understanding of their target customer base, streamline engagement processes, and push the boundaries in crafting exceptional customer experiences. 

In the closing keynote session, Lori Lamkin, Corporate Vice President, Customer Experience, demonstrated how Kodak Alaris, a global technology company, effectively used Copilot within Dynamics 365 Sales and Customer Insights. Taking advantage of the new AI capabilities, it tapped into previously hidden data to target its customer base, unlocking capabilities that were once out of reach. Using Copilot, it was able to create unique personalized content to keep customers informed about its services and effortlessly establish new levels of productivity and customer connection, attracting new businesses like never before.

For more details, review the release plans for Dynamics 365 Sales and Dynamics 365 Customer Insights.

Leading a new era of AI-generated low-code app development with Microsoft Power Platform

Copilot in Power Platform ushers in a new era of AI-assisted low-code development. Copilot features in release wave 2 make it even easier to quickly create solutions.

At the launch event, Sangya Singh, Vice President, Power Pages, showcased how Copilot plays a vital role in democratizing development, enabling a broader audience—both citizen and professional developers—to create innovative solutions using natural language.

Through the lens of Suffolk, one of America’s largest construction companies, we demonstrated how Microsoft Power Automate helped them streamline critical material request processes, enabling teams to use Copilot in Power Automate to build flows by describing what they need.

We also showcased how Microsoft Power Apps can help Suffolk facilitate efficient coordination of construction status updates, and how the generative answers capability in Microsoft Power Virtual Agents can search industry resources for answers, reducing manual research. We also demonstrated how Microsoft Power Pages improves collaboration with multiple partners on construction projects, and how Microsoft Power BI can help Suffolk visualize safety data at construction sites across the globe, highlighting the trends, causes, and outcomes of incidents and near misses so that preventative actions can be easily identified and implemented.

In addition to enhancing daily business operations, Copilot within Microsoft Power Platform has significantly improved the governance and administrative experience, expediting the development of these applications.

Visit the Microsoft Power Platform release planner for more details.

Tune in to the Microsoft Business Applications Virtual Launch Event 

Microsoft Business Applications Launch Event

Tune in live or on-demand for a concise overview of the release wave.

Watch now

Watch the launch event on-demand for in-depth insights and demonstrations of the new capabilities across Dynamics 365 and Microsoft Power Platform. You can also delve into several deep-dive presentations on topics including Microsoft Dynamics 365 Business Central, responsible AI practices, and a fireside chat that explores the latest features in this release wave.

Don’t forget to explore the detailed release plans for Dynamics 365 and Microsoft Power Platform to stay informed about what’s new and on the horizon.

We also invite you to learn more about the latest AI innovation at Microsoft Ignite 2023, taking place in Seattle from November 14 through November 17, 2023, with online sessions available live and on-demand on November 15 and November 16. Register today.

The post Microsoft Business Applications Launch Event introduces wave of new AI-powered capabilities for Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.

AI is ready to support work—the question is: What will your business do with it?

Join us at the Microsoft Business Applications Launch Event on October 25 and explore how to create an AI-powered business that helps people and teams be more productive, solve problems quickly, and focus more energy on building revenue.

This will mark our tenth Business Applications Launch Event—a milestone in our commitment to business app innovation, our customers, and our partners. But we’re just getting started. To see what’s next—and what it means for your organization—you’ll hear directly from Microsoft leaders about their vision for AI, customer service, enterprise resource planning (ERP), and low-code solutions.

Register for a glimpse at the future of business AI, with thought leaders and Dynamics 365 experts guiding you. Be first to see the latest AI advancements in action, including:

• The latest AI in Microsoft Dynamics 365 Sales that provides relevant recommendations, summarizes data, retrieves information, and performs actions within the flow of work.
• Advanced Copilot capabilities in Microsoft Dynamics 365 Customer Service that streamline agents’ workspaces, let them see transcripts of live chats and voice calls in their inboxes, and allow them to respond to customers quickly with the right information.
• New Microsoft Sales Copilot features that help compose emails, update customer relationship management (CRM) records, recap meetings, and offer real-time tips to help sales teams close more deals.
• Enhanced automation in Microsoft Dynamics 365 Finance to help handle accounts payable and bank statements, complex tax scenarios, and e-invoicing requirements in more markets.
• New Copilot features in Dynamics 365 Customer Insights to help marketers quickly create memorable customer experiences using whole new levels of personalization for emails, images, and layouts.

Plus, learn about updates for Microsoft Dynamics 365 Supply Chain Management, Microsoft Dynamics 365 Commerce, and Microsoft Dynamics 365 Human Resources—all ready to help your employees be more productive, build customer loyalty, and drive meaningful growth. You’ll also hear from Charles Lamanna, Microsoft Corporate Vice President of Business Applications and Platforms, about what’s driving innovation today. Then catch some of the newest AI capabilities in action, with demos led by the people behind the 2023 release wave 2, offering expert guidance on how these updates will help you:

• Improve insights, save time, and fuel creativity with the latest AI-powered solutions.
• Empower your employees to focus on revenue-generating work and avoid repetitive tasks with automation.
• Connect people, data, and processes across your organization using modern, AI-enhanced collaboration tools.

Insights on putting AI to work for you

The Business Applications Launch Event is more than our chance to showcase hundreds of new features and updates. It’s also a great opportunity for you to learn expert tips on how to apply these new technologies to some of your business’ biggest challenges. And if you have questions about new features, the role of AI at work, the evolution of copilots, or what’s ahead for business apps, get them answered by experts—we’ll be hosting a live Q&A chat at the end of the event, so be sure to stick around.

It’s been inspiring to see all the new features that the Dynamics 365 team has been working on, and we’re looking forward to celebrating 10 events’ worth of advancing business applications ahead.

Business Applications Launch Event

Explore how to create an AI-powered business.

Register now

We hope you’ll join us.

Microsoft Business Applications Launch Event

Wednesday, October 25, 2023

 9:00 AM–10:30 AM Pacific Time (UTC-7)

The post Discover new AI for Microsoft Dynamics 365 at our tenth Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.

 
Microsoft is delighted to announce that the new Dynamics 365 Community is now live, marking a significant milestone in our journey of empowering users, fostering collaboration, and driving innovation. 

With its fresh new look, streamlined experience, and a suite of powerful features, the new Dynamics 365 Community sets a new standard for user engagement and knowledge sharing. We have listened to your feedback, studied your needs, and made significant enhancements to ensure a seamless and immersive experience. Our aim is to create a platform that not only meets your present requirements but also inspires you to explore new possibilities and accelerate your success. 

Here are the highlights of some of the new and future features of our new community: 

1.  Enhanced User Experience: Navigate through the community effortlessly and find the answers you need quickly. With intuitive search functionality, personalized recommendations, and a modern interface, your journey within the community has never been smoother. 
2.  Achievements Elements: Get ready for a fun and rewarding experience! Engage in community activities, earn badges, and unlock new levels as you contribute and grow. We believe that recognizing your valuable contributions is vital to building a thriving community.
3.  AI-Powered Assistance: Our AI-assisted moderation ensures a safe and inclusive environment for all community members. By leveraging intelligent algorithms, we can maintain the quality and relevance of discussions while fostering a sense of belonging and respect.  

This is just the beginning of an incredible journey! We are committed to continuous improvement and will be rolling out regular updates and new features to address your evolving needs. Your feedback and suggestions are invaluable to us, and we encourage you to share your thoughts to help shape the future of the Dynamics 365 Community. 

As we embark on this exciting chapter together, we are excited to see the positive impact that this community will have on your professional growth, collaboration, and innovation. The Dynamics 365 Community is more than just a platform; it’s a catalyst for driving positive change in the world of business applications. 

Microsoft would like to express our sincere gratitude to our incredible community members, MVPs, and User Group leaders who have played an instrumental role in shaping the Dynamics 365 Community. Your passion, expertise, and dedication continue to inspire us as we strive to create an inclusive and thriving ecosystem. 

Thank you for being a part of this remarkable community. We invite you to explore the new Dynamics 365 Community at http://community.dynamics.com/ and embark on a journey of learning, collaboration, and success. Together, let’s unleash the full potential of Dynamics 365 and shape the future of business applications. 
 
Take a look for yourself! Experience it today: New Microsoft Dynamics 365 Community 

The post Introducing the New Dynamics 365 Community – A Catalyst for Collaboration and Innovation  appeared first on Microsoft Dynamics 365 Blog.

Have you tried migrating your Dynamics 365 Human Resources (D365 HR) environment yet? We announced in early December the general availability (GA) release of the automated tooling, for the lift and shift migration of your standalone Human Resources environment.  

Albert Einstein said, “The measure of intelligence is the ability to change” and that is how we feel about the merged and improved Human Resources on the Dynamics 365 Finance and Operations infrastructure.  

As part of the infrastructure merge, all capabilities of the Human Resources application have been made available in Dynamics 365 Finance and Operations (Finance and Operations) environments. Customers can migrate their Human Resources environments using the migration tooling that is available in Microsoft Dynamics Lifecycle Services (LCS). They can also optionally merge their data with their existing  Finance and Operations environment.  

Benefits of migrating to the merged infrastructure 

Did you know that we were able to close approximately twenty-five ideas with over 500+ votes as a result of leveraging the existing platform functionality on the Finance infrastructure? Moving to new infrastructure can help you with the following:  

• You get one set of human resources capabilities within Dynamics 365 including: 
  • All the previous capabilities and enhancements on the standalone Human Resources application are now in the merged Human Resources.  
  • All the new functionalities that have been added since August 2022, which includes enhancements in Personnel management, Leave and Absence management, Benefits managements, Learning management, Dual-write enhancements, Resource management integration, Process automation, etc.   

• All planned roadmap functionality will only be available in the merged Human Resources environments on the Finance infrastructure.

• The extensibility options and the experience is improved through Dynamics and the Finance and Operations platform ecosystem including:
  • Enhanced Power Platform capabilities 
  • Consistent platform maintenance including: deployment, updates, Application Lifecycle Management, Lifecycle Services, Geographic availability, etc.  

Customer Experience 

We have had many customers complete their sandbox and production migrations successfully on the Finance and Operations platform.  Additionally, we have had a number of customers merge (consolidate) their Human Resources production environment with an existing Finance and Operations environment.  

One of our customers, TecAlliance, migrated their global implementation of their standalone Human Resources environments (used in 22 countries), using the automated migration tooling, in a very short span.  Here’s what they had to say about their experience:

“We were able to migrate to the Finance and Operations infrastructure seamlessly; after intensive testing, we encountered only one bug and were able to get it resolved very quickly. From the initial implementation of Dynamics 365 Human Resources to the migration of Human Resources on to the new infrastructure, it took less than 12 months… thanks to the amazing support from Microsoft.” 

-TecAlliance

Call to Action 

Migrate your standalone Human Resources environment to the Finance and Operations infrastructure using the automated tooling available in LCS.   

If you have complexities around integrations and/or working to merge or consolidate with another Finance and Operations application, we recommend working with your Dynamics partner to determine the right approach.  We also recommend working with your designated Solution Architect if you are part of the FastTrack or the ACE program.  

Learn more:  

• To learn more about the infrastructure merge here  
• For detailed information on new capabilities in Human Resources, see Release plans: 2022 Release Wave 2, 2023 Release Wave 1 
• Join the Human Resource Customers and Partners Yammer group for collaboration, feedback and to stay informed on product related announcements.  

The post Migrating your Human Resources environment!  appeared first on Microsoft Dynamics 365 Blog.