Commercial Priority Update
Week of October 22, 2026
Microsoft Teams is adding the ability to view shared files and their originating conversation side by side, so users can open a PDF, Markdown, or HTML file from a chat or channel message and see the discussion alongside it, jumping directly to where the file was shared without closing the preview or switching back to chat. For teams that regularly share documents for review or approval, this removes the back-and-forth of toggling between the file and the conversation to understand context. The feature is currently in development and expected to begin rolling out in November 2026.
Update Archives
Commercial M365 Roadmap Updates
Find out what’s coming, what’s going, and what it means for you and your operations. View all Microsoft 365 roadmap updates for the week of October 22, 2026.
Work IQ: Retrieve
Enable agents to retrieve relevant Microsoft 365 content and context through Work IQ.
ID: 570673 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Work IQ: Upload
Enable agents to upload files and content to supported Microsoft 365 destinations.
ID: 570850 Release: Work IQ – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Work IQ: A2A and MCP long running tasks
Enable durable long-running A2A and MCP tasks with progress tracking, later result retrieval, and cancellation.
ID: 570851 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Work IQ: A2A and MCP elicitation
Enable A2A and MCP tasks to request missing information or authorization and then resume.
ID: 570852 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Microsoft Dataverse: Prompt column values in bulk for existing records (backfill)
Prompt columns can now generate AI values for records that already exist in your table, not just new or updated ones. Makers can choose to apply a prompt to existing records in bulk, optionally filtered to just the rows they need, so historical data gets the same AI-generated insights as incoming data, without touching each record one at a time.
ID: 570865 Release: Power Apps, Microsoft Dataverse, Microsoft Power Platform governance and administration – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: November CY2026
Work IQ: REST endpoint tools
Enable agents to use supported REST endpoints as tools through governed Work IQ integrations.
ID: 570868 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Work IQ: Microsoft IQ
Provide a unified intelligence layer that helps agents discover, reason over, and use organizational knowledge.
ID: 570870 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027
Work IQ: Updating documents in Office
Work IQ enables agents to create and edit Microsoft Office documents using organizational context, helping users produce and update content more efficiently.
ID: 570871 Release: Microsoft Copilot (Microsoft 365), Work IQ – Worldwide (Standard Multi-Tenant) Tags: January CY2027
Power Apps: Model-driven applications in Business Apps in Work IQ
Power Apps model-driven apps are now available as Business Apps in Work IQ. They can be accessed through the Work IQ (Preview) tool in Copilot Studio or through a natural-language chat experience powered by Work IQ MCP. In either experience, natural-language prompts let users list and read records or create, update, and delete them. For create and update, Work IQ maps supplied values to the appropriate app fields. Before a change is submitted, the proposed values require explicit user confirmation.
ID: 571888 Release: Power Apps – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Microsoft Purview: Adaptive Scope evaluation control with recipient and site owner lifecycle status
Microsoft Purview Adaptive Scopes will provide administrators with explicit control over lifecycle-state evaluation for recipients and site owners, helping ensure policy targeting and scope membership remain aligned with organizational requirements.
ID: 572676 Release: Microsoft Purview – GCC, GCC High, DoD Tags: January CY2027
Planner: Planner Agent in Copilot V2 Improvements
Planner Agent brings Planner’s intelligent work management directly into Copilot Chat, enabling users to create, update, and manage personal tasks and shared basic plans without switching context. Integrated across Microsoft 365, it provides insights into priorities, deadlines, and at-risk work, along with interactive task cards to help users stay organized and keep work moving. Building on the initial launch, planned improvements include: Improved context handling and support for larger plans. Higher-quality responses through model upgrades, refined prompts, and better grounding. Greater reliability and reduced latency for more consistent, responsive interactions. Expanded task management capabilities, including broader task assignment support. User experience enhancements to make managing tasks and plans in Copilot Chat more intuitive. New capabilities, including scheduled task catch-ups.
ID: 573168 Release: Planner – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Power Pages: Create Power Pages SPA site from the Power Pages studio
Quickly get started with modern single-page application (SPA) development by creating a site directly from Power Pages Studio. Continue building and customizing your experience using your preferred development tools and frameworks.
ID: 573277 Release: Power Pages – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026
Power Apps: Prompt Columns – multiple lines of text output
Prompt columns can now store multilple lines of text as prompt output, enabling longer and detailed AI-generated insights to be stored in your tables.
ID: 573279 Release: Power Apps, Microsoft Dataverse – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: November CY2026
Microsoft Teams: Facilitator’s enhanced protection skill can alert you to potential scams
Facilitator can help you spot suspected attempts by people outside your organization to trick you into sharing sensitive information during a meeting. When Facilitator is in your meeting, its Protection skill uses AI to check the meeting transcript for signs of possible social engineering. If it detects a suspected attempt, you’ll see a warning in the meeting, with options to end or to temporarily restrict information sharing.
ID: 573450 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2027
SharePoint: Copilot Search in SharePoint and OneDrive
Copilot Search brings AI-powered, natural-language search to SharePoint and OneDrive, combining relevant results, AI-generated summaries with source references, intuitive filters, and a seamless handoff to Copilot.
ID: 573696 Release: OneDrive, SharePoint – Worldwide (Standard Multi-Tenant) Tags: January CY2027
Outlook: Copilot Chat available in shared and delegate mailboxes
Shared mailbox users and delegates with read and manage (full access) and/or mail folder-level permission will now be able to access Copilot Chat directly from their shared and delegate mailboxes in classic Outlook, when added as a resource.
ID: 573698 Release: Outlook – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026
Dynamics 365 Supply Chain Management: Procurement Agent – Define custom scenarios for agent-generated supplier emails
Business end-users and buyers can define and maintain their own outbound follow-up scenarios and use them wherever built-in scenarios are used today: Scenario maintenance — a dedicated setup page where users create, edit, and maintain custom follow-up scenarios. Each scenario carries its own name, the instructions that shape the email the agent writes, and the business entity it applies to. Scenario-driven configuration — follow-up configurations are built around the chosen scenario, so criteria, email content, and agent behavior all follow the scenario the user selected. Scenario-driven runtime — when the agent runs, it generates and sends messages according to the selected scenario’s intent and instructions. Self-describing configuration history — scenario details are captured with each saved configuration, so the audit history of an agent configuration remains readable even if the underlying scenario definition is later changed or removed.
ID: 573705 Release: Dynamics 365 Supply Chain Management – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Microsoft Teams: View files and conversations side by side
Review shared files without losing conversation context. When you open a PDF, Markdown, or HTML file from a Teams chat or channel message, the conversation appears alongside the file and takes you directly to where it was shared, allowing you to catch up on the discussion and respond without closing the file preview or switching back to chat.
ID: 574094 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026
Power Apps: Manage model-driven app AI features from consolidated settings
Consolidated AI settings make it easier for makers and admins to find and manage AI capabilities for model-driven apps across two complementary surfaces. In Maker Studio, the Settings dialog in the model app form designer adds a new top-level Copilot and AI tab. Makers can see and adjust all available AI options for the app in one place instead of finding them scattered among all the other settings. In the Power Platform admin center, model-driven app AI settings are consolidated from Environment ; Settings into Copilot Hub ; Power Apps. This provides a central location for settings such as Generative pages, Copilot in apps, and the in-app AI skills. The in-app skill settings are organized into these groups: Data entry: Form fill assistance. Summary: Row summaries. Data analysis: AI-generated charts and natural-language search and filtering. Labels and descriptions are aligned across Maker Studio and Copilot Hub so makers and admins can understand how the controls relate. As part of this consolidation, the old model-driven app AI switches under Environment ; Settings will also be retired and removed. Availability Applies to Model-driven apps Release Channel Weekly Version 2610.3 Feature Scope Admins or makers
ID: 574104 Release: Power Apps – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: October CY2026
Microsoft Teams: Admin center – Intelligent insights for meeting quality
Gain proactive visibility into meeting quality across your organization with AI-powered insights in the Teams admin center that identify emerging patterns, highlight impacted users and locations, and surface likely causes with recommended actions. This helps IT administrators detect and address issues earlier, improve meeting quality, and stay ahead of potential disruptions.
ID: 574108 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC Tags: November CY2026
Dynamics 365 Project Operations: Unify product receipt and item requirement posting
This feature posts a purchase order product receipt and the consumption of its linked project item requirement in one transaction. It applies when automatic item consumption is enabled or when you select Consume immediately while posting the product receipt. Both updates succeed together, or the system rolls them both back when an error occurs. The posting flow prevents duplicate project posting and preserves existing behavior for batch posting and cancellation or correction flows. This combined posting can only be triggered from product receipt posting. The feature is available for public preview in version 10.0.49 and is off by default. It applies to Project Operations connected with ERP and Project Operations for manufacturing deployment types.
ID: 574123 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Commerce: Enable MCP tools for POS returns
This feature provides reusable MCP tools for Store Commerce POS returns. These tools expose Commerce return capabilities as structured actions that customers, partners, and agent developers can use to build conversational or agentic return experiences. The tools enable agentic experiences to look up the original purchase using supported identifiers such as receipt, order, invoice, or confirmation number; retrieve matching transactions and returnable lines; identify items that are returnable, partially returnable, already returned, or not returnable; create a return using selected lines, quantities, and reason codes; determine eligible refund options for original-tender refund scenarios; and execute eligible original-tender refunds through existing Commerce return and payment logic. The tools can also explain return eligibility, policy restrictions, and why specific lines may or may not be returnable. They can analyze prior returns and refunds to surface duplicate-refund risk, frequent-return patterns, cross-store return history, or other return-risk indicators. Tool responses provide structured data that host experiences can use to present return details, choices, summaries, and next steps in the experience they build. Customers can use these tools from POS-embedded agents, chat-based copilots, workflow orchestrators, or other agentic surfaces. Setup is performed by an administrator, IT owner, or implementation partner. Customers configure the host surface, authorize the agent or integration to call the tools, and maintain existing Commerce return policies, reason codes, tender rules, and payment configuration.
ID: 574124 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Visio: Desktop Model Context Protocol (MCP) Server
The Microsoft Visio Desktop MCP Server enables compatible AI clients to connect with the Visio Desktop application to create, read, and update Visio diagrams using natural language. It runs locally on Windows and requires a licensed Visio Desktop application.
ID: 574125 Release: Visio – Worldwide (Standard Multi-Tenant) Tags: June CY2027
Microsoft Purview: Information Protection-Auto-labeling for legacy Office files
Microsoft Purview server-side auto-labeling will support legacy Microsoft Office file formats, including Word (.doc), Excel (.xls), and PowerPoint (.ppt). Organizations can automatically evaluate and apply sensitivity labels to these files in SharePoint and OneDrive.
ID: 574363 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Microsoft Purview: Information Protection – Apply default SharePoint library labels to data at rest
Enables auto-labeling of existing SharePoint files to match the default sensitivity label configured on their document library. This helps organizations close labeling gaps for data at rest and ensure consistent, secure-by-default protection across SharePoint libraries—without relying on manual user labeling.
ID: 575283 Release: Microsoft Purview – GCC, GCC High, DoD Tags: November CY2026
Microsoft Purview: Data Loss Prevention-Apply Purview network data security DLP policies to all websites, or all websites except specific cloud apps, through Entra GSA Internet Access integration
With this feature, admins can scope their network data security data loss prevention policies, integrated with Entra GSA Internet Access, to apply to all websites (.) or all websites except specific cloud apps, allowing them to apply protection to cloud apps and websites that are not in the Defender Cloud App Catalog.
ID: 575285 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Microsoft Purview: Data Loss Prevention-Admin Units Support for Copilot & Cowork DLP
Microsoft Purview Data Loss Prevention is extending Administrative Units support to Microsoft 365 Copilot, Copilot Chat, and Cowork. This enables organizations to delegate management of supported Copilot DLP policies to administrators within their assigned Administrative Units, supporting regional, departmental, and regulatory boundaries without granting tenant-wide policy-management permissions. Existing tenant-wide policies continue to apply, and configuration is optional for organizations choosing to use Administrative Unit (AU)-scoped management.
ID: 575287 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Microsoft Teams: Phishing Detection in Teams Messaging
Microsoft Teams is introducing AI-powered phishing detection that uses conversation context to identify phishing and social engineering in higher-risk messaging scenarios, primarily external first-contact chats. Additional protection may apply in certain regions or scenarios. The capability is used only for security protection, and users may see warnings when suspicious activity is detected.
ID: 575288 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Dynamics 365 Project Operations: Full-screen mode on task grid
Task grid full-screen mode enables project managers and team members to expand the task grid to use the available screen space. By minimizing surrounding page elements, users gain a larger workspace for viewing and managing task hierarchies, schedules, assignments, dependencies, and other task details. Users can enter full-screen mode when they need a focused planning experience and return to the standard project view when they need access to other project information.
ID: 575291 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: November CY2026
Microsoft Viva: Copilot Analytics – Agent 365 reporting availability for Microsoft platform agents
Customers can now view agent insights in the Agent 365 Dashboard in Microsoft Viva Insights (Copilot Analytics) without an Agent 365 license. Customers will be able to view reporting on their Microsoft platform-built agents in one consolidated picture, along with context on who built each agent and why.
ID: 575292 Release: Microsoft Viva – Worldwide (Standard Multi-Tenant) Tags: October CY2026
SharePoint: Agent chat web part
This is a new web part available for modern page editors in SharePoint. The web part can be configured to use any M365 Copilot agent.
ID: 575298 Release: SharePoint – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: January CY2027
Power Apps: Access updated visuals for row summaries across forms and views
The row summaries experience has a refreshed layout that makes AI-generated insights more prominent and easier to consume. Improved visual hierarchy (including clearer spacing, background and border treatments, status indicators, and generation labels) helps summaries stand apart from surrounding form sections so users can quickly identify key information. The visual treatment takes inspiration from similar AI-powered experiences in Microsoft 365 apps, creating a more recognizable and consistent presentation for AI-generated content. It also establishes a foundation for bringing insights from multiple sources into a unified summary experience over time. Microsoft-provided summaries from Dynamics 365 applications, including Customer Service and Sales, are also available directly from model-driven app view pages. Users can access relevant insights while browsing records in a grid without opening each record individually. Availability Field Value Release Channel Weekly Version 2610.2 Applies to Model-driven apps Feature Scope Users (always enabled)
ID: 576178 Release: Power Apps – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: October CY2026
Microsoft Teams: Pinch to zoom in on shared screens
Get a closer look at shared content in Teams calls and meetings with pinch-to-zoom using your touchpad. Quickly zoom in to make small text and detailed visuals easier to see, then zoom back out for the full view. Existing zoom controls remain available.
ID: 576193 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026
Microsoft Teams: Loop meeting notes stored in the meeting organizer’s OneDrive
For non-channel Microsoft Teams meetings, collaborative meeting notes, including Loop-powered meeting notes and Facilitator notes, will be stored in the meeting organizer’s OneDrive for Business instead of the OneDrive of the person who starts the notes. This update provides more consistent ownership and management of meeting content while preserving the existing note-taking and collaboration experience for meeting participants.
ID: 576194 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC Tags: November CY2026
Microsoft Teams: PowerPoint Live support for webinars and structured meetings on Teams Rooms on Android
Participants joining webinars and structured meetings from Teams Rooms on Android can view and interact with PowerPoint Live presentations. This provides greater flexibility and accessibility while keeping room participants aligned with the active presentation.
ID: 576195 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Microsoft Teams: Near-real-time detection of malicious QR codes in messages
Microsoft Teams will introduce near-real-time detection of malicious QR codes shared in messages. By analyzing destinations embedded in QR codes, Teams can identify potential phishing and fraud threats and apply additional protections to malicious content, extending existing URL protection to QR-based attacks.
ID: 576198 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026
OneDrive: PDF annotation for sensitivity-label protected PDFs in OneDrive/SharePoint web viewer
We’re enabling PDF annotation for sensitivity-label protected PDFs in OneDrive and SharePoint on the web. With this update, users who have the appropriate usage rights can annotate these protected PDFs in place in their browser while preserving the file’s sensitivity label, encryption, and usage rights when changes are saved.
ID: 576276 Release: OneDrive, SharePoint – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: January CY2027
Dynamics 365 Project Operations: Import task – Assign generic resources to task
This feature gives project managers control over how resource assignments are handled when importing tasks from one project to another. For each import, project managers can choose to: Not import the team members – Each imported task will lose the assignment information. Use a generic placeholder: Create and assign a generic resource for each assignment in the imported task just like copy project functionality. Tasks without assignments continue to be imported without resources. This ensures that both the task structure and its staffing plan can be reused in the target project.
ID: 576297 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: March CY2027
Dynamics 365 Project Operations: Import task – Import at a given hierarchy in the task grid
This feature gives project managers greater control over where imported tasks are placed within a project plan. From the task grid, a project manager can open the context menu for an existing task and select Insert task below. The standard Import Tasks pane then opens and confirms the selected insertion point. Imported tasks are placed immediately after the selected task and at the same level in the task hierarchy. If the selected task has subtasks, the imported tasks are inserted after the entire group of subtasks, preserving the existing hierarchy. When multiple tasks are imported, they remain together in their original order, and their internal structure and dependencies are maintained. The existing Import Tasks command remains unchanged and continues to add imported tasks to the end of the project plan.
ID: 576298 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: March CY2027
Power Pages: Design studio – Enhance OpenID Connect with encrypted token support
This feature adds support for token-level encryption during authentication, allowing Power Pages to accept encrypted ID tokens in addition to signed tokens. It ensures secure claim transmission, improves compatibility with advanced identity providers, and strengthens overall authentication security without changing existing sign-in flows. Business Value: You can integrate with more secure identity providers to meet stricter security and compliance requirements. This helps you expand into high-trust scenarios and allows your organization to confidently use Power Pages for sensitive, external-facing applications. Enabled for: Enabled for end users automatically
ID: 576395 Release: Power Pages – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Create multiple budget drafts for what-if analysis
How to enable the feature This feature is applicable to Project Operations Core and Project Operations Integrated with ERP. In feature management, enable the feature Enable Multiple Project Budget Drafts. Problem Project managers were limited to maintaining a single draft version of a budget that had to be submitted for approval. In real-world planning scenarios, project managers often need to evaluate multiple budget alternatives based on different assumptions such as resource mix, pricing, timelines, and cost structures. However, the absence of native support for multiple draft versions forced them to take the data outside Project Operations, perform offline analysis, and manually reconcile changes back into the system. This approach was not only time-consuming but also introduced risks of inconsistencies, version control issues, and manual errors, ultimately reducing productivity and confidence in budget accuracy. Solution This feature introduces support for multiple draft budgets, enabling project managers to create, maintain, and iterate on alternative budget versions directly within Project Operations. By allowing multiple drafts to coexist, project managers can now experiment with different planning scenarios without losing prior work or overriding existing drafts. This serves as a foundational capability for more advanced budget management scenarios. Additionally, the user interface has been enhanced to provide clear visibility into multiple draft versions, making it easier for project managers to navigate, review, and manage different budget iterations efficiently. This capability also sets the groundwork for upcoming enhancements, including in-product comparison across draft budgets, which will further streamline decision-making and scenario evaluation. We call that what-if analysis of a project budget. Impact Enables creation and management of multiple draft budget versions within the system. Eliminates the need for offline analysis and manual re-entry of budget changes. Reduces the risk of manual errors, inconsistencies, and version control challenges. Improves planning agility by allowing exploration of multiple budget scenarios. Enhances overall efficiency and productivity for project managers. Establishes a foundation for future capabilities such as draft comparison and advanced budget analytics. Business Value: Project managers creating project budgets, whether from estimates, contracts, quotes, or from scratch, were limited to a single draft version that had to be submitted for approval. When they needed to explore or compare alternative budget scenarios, the only option was to take Dynamics 365 Project Operations data, perform offline analysis, and manually update changes back into the system. This process was time-consuming, error-prone, and inefficient. This feature introduces support for multiple draft budgets, enabling project managers to create and manage alternative budget versions directly within Project Operations. This lays the foundation for in-product comparison of draft budgets, which will be introduced in a subsequent release. To support this capability, the user interface has been enhanced to allow project managers to easily view and manage multiple draft versions of a budget. As a result, this feature enables creation of multiple draft budget versions, eliminates the need for offline analysis and manual re-entry, reduces risk of manual errors, and improves efficiency and decision-making for project managers. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576633 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2027
Dynamics 365 Contact Center: Administrator experiences – Use industry templates to set up autonomous contact centers
This release introduces industry-specific templates that simplify the creation and deployment of autonomous contact centers. Organizations can start with a preconfigured template in Copilot Service admin center ; Service Operations Agent and deploy an autonomous customer service experience in just a few clicks, significantly reducing the setup effort required to design agents, workflows, and service journeys from the ground up. The templates are built around common industry scenarios and best practices, helping organizations quickly establish operational autonomous contact centers while maintaining flexibility for customization as business needs evolve. Users can leverage these templates as a foundation and extend them to meet their specific customer service requirements. These templates enable organizations to rapidly launch autonomous contact centers, reduce implementation complexity, and begin delivering AI-powered customer support with minimal configuration effort. In this release, templates are available for the retail and telecom industries. Business Value: Accelerate the deployment of autonomous contact centers with prebuilt industry templates designed to help organizations get up and running in minutes rather than weeks. These ready-to-use templates reduce the complexity of designing autonomous customer service experiences from scratch, enabling businesses to quickly realize the benefits of AI-powered customer engagement, automated issue resolution, and around-the-clock service availability. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576634 Release: Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: June CY2027
Dynamics 365 Finance: Core financials – Preview automatic bank reconciliation matching results
This feature includes the following capabilities: Matching preview with an option to approve or reject bank reconciliation matching rule results. Ability to select matching rules for manual review before posting results during the reconciliation process. Pending review screen for users to investigate matching results. Business Value: The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576635 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Contact Center: Copilot and AI innovation – Use agentic simulations to evaluate contact center setup
Agentic simulations are an AI-driven capability of Service Operations Agent that enable organizations to evaluate how their contact center behaves under realistic customer conditions before those conditions occur in production. Administrators define simulation scenarios using natural-language prompts. Agentic simulations then generate realistic synthetic conversations, runs them end-to-end through the configured contact center, and calculates the contact center KPIs. What problems it helps solve Readiness of self-service experiences: Assess how AI agents handle real customer intents, variations in behavior, and edge cases. Effectiveness of assisted service flows: Validate routing, assignment logic, and service representative experience in human-assisted scenarios. Confidence in scale and load readiness: Understand how configurations and operations perform under realistic volume and fix any reliability and latency issues. Preparedness of service representatives: Enable safe practice and evaluation using realistic customer interactions without impacting live customers. Key capabilities Natural-language prompt interface for defining simulation scenarios Simulation of varied customer intents, personas, and behaviors End-to-end execution across AI agents, routing, and configurations Out-of-the-box KPI dashboards and scorecards Reusable and saved prompts, including canned scenarios Safe, pre-production execution with no impact on live customers Agentic simulations are currently available for the voice channel in the English language only. They support flows without Dual-Tone Multi-Frequency (DTMF)-based menu interactions and up to five conversations in a simulation. Business Value: Every contact center decision, such as deploying an AI agent, adjusting routing, onboarding new staff, or preparing for higher volumes, ultimately answers the same question: “Will this work as expected when real customers arrive?” Agentic simulations provide a clear, data-backed answer before changes reach production. By generating realistic customer conversations and running them end-to-end through the contact center, organizations can see how their self-service, assisted service, and operational setup behave under real-world conditions. Instead of relying on assumptions, limited testing, or post-go-live corrections, teams gain measurable insight into experience quality, readiness, and scale. This feature transforms how contact centers operate: Experience quality improves because AI agents and service representatives are evaluated against realistic scenarios. Operational risk decreases because configuration and routing issues are identified early. Time to value accelerates because onboarding, training, and change validation happen faster. Scale becomes predictable because load behavior is understood before demand increases. Agentic simulations turn uncertainty into confidence, helping organizations ship changes faster, train teams better, and deliver consistent customer experiences at scale. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576636 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: June CY2027
Dynamics 365 Sales: Seller experiences – Clone and share Sales Development agent configuration across teams
As a sales leader, you can configure a Sales Development agent once, then share or clone its configuration across your organization. Distribute the agent’s playbook, guidelines, guardrails, and settings to other business units to provide a consistent experience across sales teams. The feature supports these capabilities: Export a configuration: In Teams, ask the source agent to package its configuration into a file. For example, enter Export your configuration. Import a configuration: Attach the exported file to a new agent, then ask the agent to apply the configuration. Create a one-time copy: The copied configuration is a snapshot, not a synchronized connection. Changes made later to the source agent aren’t automatically applied to the target agent. Knowledge sources, such as uploaded documents, FAQs, and URLs, aren’t included in the exported configuration. Add them directly to the target agent after importing the configuration. Business Value: Scaling your sales operations just got easier. Instead of manually configuring each Sales Development agent from scratch, you can now set up an agent once with your organization’s best practices and guardrails, then share or clone it across your entire team. This means faster deployment, consistent outreach to prospects, and more time for your sellers to build relationships instead of repetitive work. Whether you’re expanding to new markets or rolling out agents across multiple business units, you’ll maintain quality and compliance while reducing the time it takes to get your agent up and running. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576637 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Sales – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Finance: Core financials – Enhancements to subscription billing
Performance improvements for subscription billing unbilled revenue Performance is a common request within subscription billing, and we have focused on that request. This feature enhances the subscription billing unbilled revenue mass processing by introducing multithreaded execution. Multithreaded processing reduces batch execution time, minimizes system contention, and improves reliability during peak billing and close cycles. This enables customers to process large volumes of unbilled revenue records more efficiently, avoid operational bottlenecks, and confidently run concurrent batch jobs supporting scalability, performance, and overall customer satisfaction. Performance improvements when generating sales order invoice with subscription billing Changes are being made to improve sales order invoice generation performance, lower system load, and enhance scalability during high-volume billing runs. This leads to faster batch execution, reduced contention with parallel processes, and improved reliability of subscription billing operations for enterprise customers. Multi-element revenue allocation logic correction during updates, termination Correcting multi-element revenue allocation behavior during terminations prevents residual deferred revenue balances, ensures accurate financial reporting, and maintains alignment between billing events and revenue allocation logic. This reduces manual General ledger adjustments, minimizes audit risk, and improves confidence in subscription billing for customers using complex, multi-element arrangements at scale. This feature corrects multi-element revenue allocation behavior during billing schedule updates and terminations to ensure accurate General ledger distributions. When a billing schedule is terminated, with or without credit, the system will correctly apply multi-element revenue allocation logic to clear remaining deferred contract revenue account balances. Credit transactions generated during termination will be treated like standard invoices and allocated based on SSP, while non-credit terminations automatically generate adjustment entries to fully clear deferred balances in line with multi-element revenue allocation principles. Business Value: These enhancements collectively strengthen subscription billing performance, scalability, and financial accuracy, addressing both operational efficiency and accounting integrity for enterprise-scale customers. The performance improvements to unbilled revenue mass processing and sales order invoice generation reduce batch execution times, lower system load, and minimize contention during high-volume billing and financial close cycles. By improving parallel processing and execution efficiency, customers can reliably process large subscription volumes, run concurrent batch jobs, and meet tight billing and close timelines with greater predictability and stability. In parallel, the correction to multi-element revenue allocation logic during billing schedule updates and terminations ensure accurate and compliant revenue recognition across the subscription lifecycle. Deferred contract revenue balances are now correctly cleared during terminations, with or without credit, and credit transactions are allocated consistently based on standalone selling price (SSP). This eliminates residual deferred balances, reduces manual General Ledger adjustments, and lowers audit and reconciliation risk. Together, these improvements deliver a faster, more reliable, and financially accurate subscription billing experience, reducing operational overhead, improving close efficiency, and increasing customer confidence in managing complex, high-volume subscription models. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576638 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Finance: Core financials – Enhancements to Invoice capture
This release consolidates multiple Invoice capture enhancements into a single, cohesive capability update with a public preview in 10.0.49. Updates include: AI-based invoice header level derivation: Improves matching of invoice header level to purchase orders and procurement categories using vendor data. Continuous learning applies user corrections to future invoices, increasing touchless processing and reducing repeated manual effort. Side-by-side invoice and purchase order view: Allows finance users to view invoice lines, the invoice PDF, and purchase order details simultaneously. This reduces context switching during manual matching, speeds up exception resolution, and lowers the risk of user error without changing existing purchase order structures. Enhanced charge recognition and allocation This feature automatically identifies and classifies header-level and line-level charges on vendor invoices. Charges are allocated using defined rules during transfer to Dynamics 365 Finance, preventing invoice total mismatches and reducing downstream corrections. While the current release focuses on improving automation accuracy, exception-handling efficiency, and usability for high-volume invoice processing, future direction will be continued expansion of intelligent recognition, support for more complex invoice layouts such as line-level derivation, and ongoing scalability and usability improvements aligned with broader accounts payable automation investments. Business Value: Invoice capture is a critical capability for organizations processing high volumes of vendor invoices. Manual matching of invoice lines, limited visibility during exception handling, and incorrect handling of invoice charges increase operational effort and slow down invoice processing, especially during period-end peaks. This release improves invoice processing efficiency by increasing automation accuracy while simplifying manual exception handling when required. Enhanced AI-based derivation reduces repetitive corrections, improved usability accelerates manual validation, and better charge recognition prevents posting mismatches and downstream rework. Together, these improvements increase touchless processing rates, reduce operational cost, and strengthen confidence in automated invoice processing within Dynamics 365 Finance. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576639 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: February CY2027
Dynamics 365 Supply Chain Management: Warehouse management – Integrate the Warehouse management module with external labor management systems
This feature provides a standard framework for integrating the Warehouse management module in Dynamics 365 Supply Chain Management with external labor management systems. With this framework, you can connect warehouse execution data to a third-party LMS. This connection gives you advanced capabilities for labor planning, scheduling, and performance tracking. The integration supports warehouse execution with or without warehouse management processes. It also supports warehouse-only mode. Labor management systems typically provide features like: Real-time productivity monitoring and task tracking. Engineered labor standards and support for time studies to establish benchmarks for task durations. Predictive scheduling and dynamic labor forecasting. Customizable dashboards and ad-hoc reporting. Automated time and attendance tracking. Incentive program management. Business Value: Integrating external labor management systems (LMS) with your warehouse management system (WMS) enables smarter, data-driven workforce planning and execution by delivering value across multiple dimensions. This integration enhances operational efficiency by automating labor planning and reducing manual data entry through synchronized workforce schedules and warehouse task execution. It also provides performance visibility, offering real-time insights into labor productivity, cost-to-serve, and task-level performance to support continuous improvement. Centralizing labor data supports compliance and auditability, streamlining regulatory processes and reducing administrative overhead. Additionally, it fosters employee engagement by enabling transparent performance tracking and incentive programs that boost motivation and retention. Finally, cross-system coordination improves communication between warehouse operations and workforce management, ensuring labor resources are aligned with real-time operational needs. Enabled for: Enabled for end users automatically
ID: 576641 Release: Dynamics 365 Supply Chain Management – Worldwide (Standard Multi-Tenant) Tags: February CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Improve the project quote experience
The improvements to project quote provide usability enhancements designed to modernize and streamline the experience. The goal is to reduce unnecessary complexity, improve clarity, and enable users to work more efficiently when creating and managing quotes. The updated interface features an optimized layout and improved use of screen space, providing a cleaner, more efficient workspace for viewing and editing both project and product lines. You can access more relevant information at once with less visual clutter and fewer navigation steps, resulting in a more intuitive and productive workflow. In addition, context-based insights are now surfaced directly within the quote, highlighting important details such as pricing indicators, estimate breakdowns, and potential data inconsistencies. These insights guide you toward more accurate quoting decisions and reduce the time needed to validate contract and estimate information. Collectively, these enhancements deliver a smoother, more responsive, and more intuitive quoting experience, helping sales and project teams complete quotes with greater speed, accuracy, and confidence. Business Value: The enhanced project quote experience helps you work smarter and faster. By cutting unnecessary steps, simplifying the interface, and putting key insights right where you need them, you can make confident pricing decisions and finish quotes quickly. This means higher productivity, fewer mistakes, and faster turnaround for your business. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576642 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Speed up time phasing of estimates
This update enhances the Time Phasing of Estimates experience by delivering significant performance improvements across loading, recalculation, and user interactions. You can now work more efficiently with large estimates, complex distributions, and multiline quotes without experiencing delays. These improvements ensure smoother navigation when adjusting phased values, faster response times when recalculating totals, and a more reliable experience when viewing historical and future estimate periods. The feature continues to support accurate time-phased cost and sales prices of the Quote Line and Contract Line estimates while offering a noticeably faster and more seamless workflow. Business Value: You’ll spend less time planning and adjusting estimates, even when you’re handling complex or high-volume project data. Faster recalculations and smoother interactions mean your team can move quickly and keep projects on track without wasting resources. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576730 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Enable purchase orders with item requirements
Activate this feature by turning on the Enable purchase orders and item reservations for stocked items in Project Operations integrated with ERP feature within the Feature management workspace on the finance and operations architecture. When you enable this feature, you get the following capabilities: Purchase order creation: Project managers can create purchase orders directly from item requirements. This capability enables procurement of stocked materials that align with project needs. Option to automatically create item requirements from purchase orders: Project managers who don’t usually work with sales orders can get the benefits of item requirements while managing only purchase orders. Cost recording at receipt: You can record project costs when you receive the product, instead of waiting for the vendor to invoice. This capability improves financial accuracy and timeliness. Master planning integration: You can integrate with Dynamics 365 ERP master planning to autogenerate planned purchases or transfer orders based on project forecasts. This feature will initially be available as a preview starting with the 10.0.49 release. Business Value: The purchase orders using item requirements feature in Dynamics 365 Project Operations integrated with ERP enhances operational efficiency and financial accuracy by automating the procurement process for stocked materials tied to project needs. This feature reduces manual effort and procurement delays by automatically generating item requirements from purchase orders. It improves cost visibility and budget control by ensuring real-time material consumption and cost recognition during product receipt. Material usage synchronizes across Dynamics 365 Finance and Project Operations through seamless integration with Microsoft Dataverse through dual-write, which maintains data consistency. The system also supports three-way matching between purchase orders, receipts, and vendor invoices to ensure compliance and reduce financial discrepancies. You can reserve stock for project-specific usage in Dataverse to ensure material availability, which minimizes project delays and enhances delivery timelines. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576731 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Finance: Core financials – Enable support for KSeF UUID in vendor payment journals (Poland)
This feature extends the vendor payment journal framework in Dynamics 365 Finance to capture, store, validate, and process KSeF UUIDs associated with vendor invoices issued through Poland’s National e-Invoicing System. It ensures that vendor payments can be linked explicitly to KSeF-registered invoices, supporting compliance, traceability, and downstream reconciliation processes. Business Value: This feature enables organizations operating in Poland to capture and process KSeF UUIDs directly within vendor payment journals, ensuring alignment between payment transactions and invoices registered in the National e-Invoicing System (KSeF). Enabled for: Enabled by admins/makers/marketers for end users
ID: 576732 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Enable Change Order Management
This capability provides a structured, auditable process for creating, evaluating, and approving change orders on active project contracts. You can capture updates to scope, pricing, resources, or timelines and apply those approved changes directly to the contract with full traceability. The system records the rationale, financial impact, and approval history for each change order, supports version comparison between original and updated contract details, and updates downstream elements such as billing schedules, budgets, and project schedule. This workflow ensures accuracy, visibility, and compliance across sales, delivery, and finance teams throughout the contract lifecycle. Business Value: Change Order Management provides organizations with a governed and transparent way to handle contract updates, eliminating the risks created by manual workarounds. By capturing all scope, pricing, resource, and timeline changes within a structured review and approval process, teams prevent billing leakage, margin erosion, and financial inaccuracies. Automated audit trails, version comparisons, and downstream updates strengthen compliance and contractual accountability while reducing rework and operational confusion. Cross-functional alignment improves as sales, delivery, and finance operate from a single, consistent source of truth. This capability enhances forecasting accuracy, reinforces customer trust, and ensures protection of project profitability throughout the lifecycle of the contract. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576733 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Enable on-account category in Dataverse
This feature is applicable only for Project Operations integrated with ERP environments. Core capabilities include: Expose Transaction Category field: Add the Transaction Category field to Retainer and Milestone entities in Microsoft Dataverse. Data synchronization: Sync selected categories from Dataverse to finance and operations apps via Data Integrator (DW maps). Align with project category in finance and operations apps for consistency. This feature is enabled using a feature flag. Business Value: This feature enables correct categorization of retainers, milestones, and advances for accurate revenue posting in Dynamics 365 Finance. This eliminates manual intervention in finance and operations apps for category management, helping to reduce errors and improve productivity. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576734 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Define the accounting date at invoice level
This feature: Introduces an accounting date field on the invoice that you can define. Sets a user-defined accounting date on the billed sales actuals, which is passed to finance and operations apps so the transaction is aligned to the same date. Lets the accounting date differ from the transaction or document date to give you control over period alignment. Lets the system fall back to the invoice confirmation date if the accounting date is not defined (existing default behavior). Business Value: You can set the accounting date on an invoice separately from the transaction and document dates, so your billed revenue posts to the right financial period. This keeps Project Operations and finance and operations apps in sync, with the same accounting date flowing through for consistent billed sales postings. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576735 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Improve NTE reliability and validation coverage
Core capabilities include: Extends NTE validation beyond time entries to include expense, material, and fixed-price components. Enhances the Invoice Confirmation Service to block confirmation when Total Billed + Unbilled Committed ; NTE Amount. Fixes bugs where NTE status fails to update on approval records due to custom plugin conflicts, ensuring deterministic results. Business Value: You get consistent control over Not-To-Exceed (NTE) limits across every billable type, so you avoid over-billing and protect revenue. It flags issues before invoices go out, saving you from costly rework, disputes, and end-of-month headaches. Plus, you always see an accurate NTE status on approval records, even when your customers customize their setup. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576736 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Support subscription billing for Project Operations
Core capabilities include: Recurring billing: Create and manage subscription contracts with flexible billing schedules (monthly, quarterly, annually). Automated invoice generation: Automatically create invoices based on predefined schedules; supports batch processing. Flexible pricing models: Standard, tiered-based pricing; consolidate multiple billing lines into one invoice. Integration: Seamless flow between CE and finance and operations for invoicing and accounting; supports Dataverse-based configuration. Advanced scenarios: Fee journal-based billing for project contracts, subscription hold or termination management, and refund handling. This feature is enabled using a feature flag. Business Value: Organizations increasingly adopt subscription-based models to create predictable revenue streams and improve customer experience. This feature drives efficiency by automating recurring invoicing and reducing manual intervention. It improves financial control, supports flexibility, and positions businesses to scale subscription offerings and forecast monthly recurring revenue (MRR) more accurately. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576737 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2027
Dynamics 365 Sustainability: Use up-to-date regulatory templates
This feature introduces updated regulatory standard and framework templates, refreshed on a bimonthly cadence. The updates include revised template structures, concepts, and mappings that reflect the latest changes, helping ensure assessments remain aligned with current disclosure expectations. After the updated regulatory templates are installed from the Power Platform admin center, customers can use these refreshed templates as a reliable starting point when configuring assessments and external disclosures. The updated mappings reduce the need for manual adjustments and reconfiguration as standards evolve, improving consistency across reports and reporting periods. By keeping regulatory structures and concepts current, customers can have more accurate, efficient, and dependable external reporting without tracking or implementing changes manually. Business Value: Sustainability standards and regulatory frameworks continue to evolve, creating ongoing maintenance challenges for external reporting teams. This release helps organizations stay current by providing refreshed regulatory templates that reflect the latest structural and conceptual changes. By starting from updated, standardized templates, customers can reduce manual rework, improve consistency across disclosures, and increase confidence in regulatory alignment. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576738 Release: Dynamics 365 Sustainability – Worldwide (Standard Multi-Tenant) Tags: June CY2027
Dynamics 365 Finance: Core financials – Delay settlement from journal posting
The Delay settlement from journal posting feature addresses a critical pain point in payment processing. Traditionally, payment journal posting and settlement are tightly coupled, meaning any settlement error blocks the entire payment posting. This can cause operational delays, increased manual intervention, and business risk. With this feature: Payments are no longer blocked by settlement errors. Valid payments post successfully, even if settlement fails. Operational efficiency improves by reducing manual rework and bottlenecks. Cash flow visibility and reporting are enhanced: payments are reflected immediately, while settlements can be managed separately. Exception handling is streamlined: Failed settlements are isolated and can be retried or managed independently, reducing risk and improving auditability. Business Value: This feature ensures organizations process payments reliably and efficiently, reduces operational risk, and provides greater flexibility in managing settlements. It’s especially valuable for businesses with high transaction volumes, complex payment scenarios, or a need for robust exception handling. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576740 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Finance: Core financials – Enable import of customer payment remittance advice for processing and settlement
This feature includes the following functionalities: Automated customer payment and remittance advice import, scanning, and mapping using AI processing in the integrated Power Platform environment. Matching remittance advice data with data in Dynamics 365 Finance. Seamless integration of remittance advice details into Dynamics 365 Finance customer payment journals and the settlement process. Reports that provide insights into payment and settlement statuses, outstanding invoices, and overall cash flow. Business Value: The ability to import remittance advice streamlines the accounts receivable process by enabling businesses to efficiently manage and reconcile payments from customers. By automating the import, scanning, and consumption of remittance advice data, businesses save valuable time and resources. This capability improves cash flow management and financial reporting. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576741 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: June CY2027
Dynamics 365 Sustainability: Configure granular reporting-period locking
This feature provides granular and configurable reporting-period locking within sustainability data management. Customers can independently lock data ingestion, calculations, and external reporting, enabling scenarios such as restatements or recalculations in closed periods without requiring a full unlock of all data and processes. The locking model allows organizations to define how locks apply across organizational units, facilities, scopes, and categories, including Scope 1, Scope 2, and Scope 3, providing precise control over which data can be modified across complex organizational and reporting structures. The feature is automatically enabled and can be configured from the settings section of the product. Users can apply targeted locks with clearly defined boundaries to control when data can be modified across ingestion, calculation, and reporting workflows. Business Value: As sustainability data volumes grow and reporting cycles become more regulated, organizations need stronger controls to protect reported results while still supporting corrections and restatements. This release provides greater precision over when and how data can change, reducing the risk of unintended modifications to closed reporting periods. By strengthening governance and auditability, customers can maintain trust in reported data while supporting controlled adjustments when required. Enabled for: Enabled for end users automatically
ID: 576742 Release: Dynamics 365 Sustainability – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Cancel bookings partially from the schedule board
This feature lets you: View continuous, multiday booking as blocks of booking for the daily/weekly/monthly view set on the schedule board. Select partial booking on the schedule board. Get cancel and delete options for complete booking and partial booking. Business Value: The partial booking modification feature lets resource managers cancel specific portions of a resource booking without deleting and recreating it. This reduces manual effort, improves scheduling accuracy, preserves audit history, and unlocks partially available capacity. The result is more flexible planning, higher usage, and better support for agile, real-world project delivery. Enabled for: Enabled for end users automatically
ID: 576743 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Manage exchange rate variances on cash advances
When employees receive cash advances in one currency and settle expenses in another (or on different dates), foreign exchange rate differences arise. This feature detects, calculates, and posts realized exchange rate variances between the advance issue rate and the settlement or report rate, ensuring accurate reimbursement amounts, GL impact, and auditability without manual adjustments. This feature ensures that: Cash advances are based on transaction currency, not just accounting currency. You can calculate and post realized foreign exchange (FX) gains or losses explicitly. Employee (vendor) accounts always net to zero after settlement. Finance teams gain clear visibility and auditability into exchange rate variances. Business Value: With this feature, you can handle exchange rate differences with confidence. This capability makes settling cash advances easier by using the transaction currency instead of just the accounting currency. It also posts any realized foreign exchange gains or losses, so your books stay accurate. You’ll see clear benefits: employee accounts always balance to zero after settlement, and your finance team gets full visibility into exchange rate variances. This means fewer reconciliation headaches and better audit readiness, saving time and reducing errors. Enabled for: Enabled for end users automatically
ID: 576744 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Sales: Seller experiences – Streamline Quick Campaigns for confident, one-time bulk email outreach
Quick Campaigns support multiple bulk activity types (email, tasks, appointments, phone calls). This release focuses on improving the end-to-end experience for bulk email creation, with foundational improvements that benefit the overall Quick Campaigns flow. Key capabilities include: Streamlined quick campaign flow: The existing multistep wizard is simplified for Quick Campaigns creation, including one-time bulk email sends. Sellers can create, review, and send bulk emails with fewer steps and clicks, staying in a single creation surface and focusing on execution rather than setup. In-flow template creation and editing: Sellers can create or edit email templates directly within the Quick Campaigns flow. Newly created or updated templates are easy to find and reuse without leaving the experience or restarting setup. Enhanced template discovery with views: An improved template picker with a view selector helps sellers quickly find the right template, whether it’s one they created, one shared with them, or a marketing-approved one. Send-specific edits and template-free bulk emails: Sellers can make send-specific edits such as adding a personalized greeting, dynamic text, or signature, without overwriting shared templates. For true one-off outreach, sellers can also compose bulk emails from scratch using rich text, dynamic text, and signatures without creating templates. Inline template preview and test send: Sellers can preview the final rendered email inline and send a test email to themselves or a colleague to validate formatting and personalization. This removes the need for duplicate bulk email campaigns and rework, increasing confidence before sending. Business Value: Quick Campaigns are designed for fast, seller-led outreach such as post-meeting follow-ups, event or webinar recaps, policy updates, or one-time announcements to many customers at once. However, even simple bulk emails in Quick Campaigns were slow and error-prone. Sellers had to navigate a multistep wizard, rely on rigid templates, exit the flow to make changes, and use workarounds to gain confidence before sending. This breaks execution momentum and often pushes sellers to Outlook or custom solutions outside Dynamics 365. This release simplifies the Quick Campaigns experience, particularly for bulk email scenarios, by reducing unnecessary steps, keeping sellers in a single flow, supporting send-specific personalization, and improving confidence before sending, so sellers can act quickly without leaving the platform or compromising compliance. Enabled for: Enabled for end users automatically
ID: 576745 Release: Dynamics 365 Sales – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Dynamics 365 Contact Center: Unified routing – Assign conversation to expert who engaged with the customer previously
Assign to a previously engaged or preferred expert leverages historical interaction context, queue membership alignment, and expert availability, to ensure customers are reconnected with experts who already understand their issue. When the previous or preferred expert is unavailable, assignments seamlessly fall back to the next best qualified expert, preserving service levels and reliability. This capability reduces repeat explanations, accelerates resolution times, and improves customer satisfaction, helping businesses lower cost to serve while delivering more consistent, personalized support experiences at scale. Administrators define assignment logic using natural language-based playbooks in conversation orchestration, with configurable lookback period to determine the time range until when the system should look for a previously engaged expert. For asynchronous conversations, administrators can also choose to reconnect customers with the same expert by checking the expert’s current presence status and honoring active conversation limits, ensuring returning conversations are assigned only when the expert has capacity to engage. Business Value: By automatically assigning customers to a previous or preferred expert, you deliver faster, more personalized support. By routing repeat or follow up conversations to the most recent or preferred expert within configurable time windows, you reduce customer repetition, improve continuity, and accelerate resolution. When the previous expert is unavailable, the system intelligently falls back to the next best qualified expert, ensuring service levels are maintained. This leads to lower handling times, higher customer satisfaction, and improved expert efficiency. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576746 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance: Business performance – Accelerate planning with quick-start templates
Quick-start planning templates provide a guided, business-first experience for setting up planning in Business performance planning. Instead of selecting technical objects like fact tables, users simply choose a planning area—starting with OPEX, with Revenue, Workforce, and CAPEX to follow. When a planning area is selected, Business performance planning automatically generates the required data model, including cubes and dimensions, using recommended fact tables from Business performance analytics. A prebuilt Power BI app is then available to install and connect directly to the organization’s Business performance analytics environment. The app includes ready-to-use planning reports, allowing users to enter data, view results, and analyze scenarios with their own data immediately. This capability reduces proof-of-concept setup from weeks to minutes and provides a repeatable path for customers and partners to accelerate adoption across multiple planning domains. Business Value: Instead of configuring cubes, dimensions, and reports manually, finance teams can immediately experience planning by selecting a business planning area (starting with OPEX). The system automatically generates the required model and connects to a prebuilt Power BI app, allowing planning to begin in minutes. This reduces proof-of-concept setup from weeks to clicks, accelerating time to value and simplifying adoption. Enabled for: Enabled for end users automatically
ID: 576747 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Customer Service: Workforce engagement management – Monitor intraday performance against the forecast
The intraday performance report provides supervisors with an interval-level view of performance against the forecast. In Copilot Service workspace, go to Workforce management to access the report. Compare forecast and actual contact volume and average handle time. Variances appear as values and percentages, making outliers easier to identify. Compare forecast, required, and scheduled staffing levels to identify understaffed and overstaffed intervals. Review service level, occupancy, and schedule adherence alongside volume and staffing data in a single report. View data in 15-, 30-, or 60-minute intervals to match how your organization manages intraday performance. Filter the report by planning group and shift plan to focus on the areas you manage. Access and prerequisites To use Workforce Management capabilities, an administrator must install the Workforce Management for Customer Service package from the Power Platform admin center. Business Value: Contact center forecasts and schedules are built days or weeks in advance, but demand rarely arrives exactly as planned. When volume spikes, handle times run long, or agents are absent, supervisors often don’t see the gap until service levels have already slipped and the interval is gone. The intraday performance report closes that gap by showing plan versus actual as the day unfolds. Supervisors can see which intervals are under- or over-staffed and act while there’s still time by moving agents between queues, adjusting break and training schedules, or opening overtime only where it’s genuinely needed. That protects service level and abandonment targets on the days that matter most, and it curbs the two costs that quietly compound in every contact center: paying for idle capacity in over-forecasted intervals and paying premium rates to recover from under-forecasted ones. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576748 Release: Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Use the new Time Entry mobile app
Project team members on Lite and resource-based and nonstocked deployments of Project Operations now have a new mobile application based on Microsoft Power Apps. The new mobile app helps them log time, keep track of submitted entries, and view the work assigned to them. The application provides users with the following capabilities: A view that summarizes all Microsoft Outlook meetings and Microsoft to-do items for the day. Use these meetings and to-do items to log time entries. The ability to view projects and tasks where the team member is currently assigned, and the duration of the staffed project. A section to view day-wise time entries across statuses (Draft, Submitted, and so on). Users can modify or delete editable entries, submit entries for approval, or recall already submitted entries. Users get access to a new mode of logging time with a timer. Use the timer to record how long you work on granular tasks. Later, tag the timer to a project or task to turn it into a time entry. When you make changes in the mobile app, the changes sync to the web app for Project Operations or Project Operations Team Member, and vice versa. We’ll soon update the steps to install or enable this mobile app. Business Value: Project consultants often travel for work and find it challenging to log weekly time entries while they’re on the go. With the new mobile experience in Dynamics 365 Project Operations, users can view, create, and submit their time entries for approval. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576749 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Power Pages: Design studio – Unify Power Pages authorization by merging web role with Dataverse security role
This feature merges Power Pages web roles and site users with Dataverse security roles and system users, creating a unified authorization model. User Mapping: Each Power Pages user is stored in both the System User table and the Contact table. The System Managed User Type column in the User table identifies Power Pages users as C2 User. Role Mapping: Each Power Pages web role is represented in both the Security Role table and the Web Role table. No Migration Required: Existing contact and web role records automatically sync with system user and security role tables. Configuration: No changes required for makers; existing data security configurations remain intact. Business Value: You’ll strengthen security and simplify user management by centralizing authorization in Dataverse. This means fewer redundant checks in Power Pages, reducing complexity and improving performance. Businesses gain consistent access control, enhanced auditing for compliance, and faster data operations, all without additional configuration or migration. The result is lower operational overhead, improved governance, and better scalability. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576750 Release: Power Pages – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Dynamics 365 Business Central: Country and regional – Start using the new non-deductible VAT framework in Belgium
Belgian users will experience an improved non-deductible VAT process with the introduction of a new global feature. A preconfigured Non-deductible VAT Type field will be available specifically for Belgium. Previously, users selected a general ledger expense account in the Chart of Accounts and manually entered the partial deduction amount in the % Non-deductible VAT field. With the new approach, users will follow the standard global method, and setup will be managed through the VAT Posting Group Setup. When you enable the new feature in the VAT Setup page, the system automatically provides a data upgrade. Business Value: Users in Belgium will receive an upgraded version of non-deductible VAT using the new global feature. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576751 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: February CY2027
Microsoft Dataverse: Microsoft 365 collaboration – Discover, build, customize, and extend with management MCP server
The management MCP server is a build surface and registry for agent-ready tools available within a customer’s environment. It exposes an addressable endpoint where developers and agents can discover, assemble, and deploy MCP servers made from trusted components including connector actions, tools from other MCP servers, and custom APIs. Discover available tools and servers Find MCP servers authored, hosted, or certified by Microsoft Query and explore over 1,470 connectors and their individual actions Discover custom APIs available in your organization or from partner teams Create and customize MCP servers Build new MCP servers by selecting connector actions, APIs, and reusable tools Clone an existing MCP server, such as a Dataverse MCP, and tailor it by adding or removing tools to match your scenario Use MCP servers as modular, scenario-focused endpoints that can be reused across agents Endpoint driven developer experience Accessible as a simple environment scoped URL—no UI required Use in Visual Studio Code, Claude, or any agent or tool that supports HTTP Compose, publish, and maintain MCP servers entirely through API calls Enterprise ready governance and control Enforce data loss prevention (DLP) policies Apply access controls at both the MCP server and individual tool level The management MCP server gives you everything you need to build and scale agents using tools you already trust, no interface required, just secure, extensible control from the systems you already manage. Business Value: The management Model Context Protocol (MCP) server gives developers and system integrators a central API-based foundation to discover and build custom MCP servers. Through a single environment scoped endpoint, teams can find Microsoft certified or internal MCP servers, search across 1,470 connector actions and APIs, and create new or customized MCP servers with the exact tools their agents need. This capability reduces redundant development and enables a flexible, secure path from prototype to production across platforms like Visual Studio Code and Claude. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576752 Release: Microsoft Dataverse – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Commerce: Store Commerce – Modernize customer detail page for assisted selling in Store Commerce
The Customer Data Platform panel in Store Commerce has been rebuilt using React, replacing the legacy implementation with a modern, responsive layout optimized for both desktop and mobile form factors. What’s new in the modernized CDP panel Mobile-optimized layout: The panel uses a vertical scroll pattern that works naturally on tablets and handheld devices used by store associates on the floor. Customer summary at a glance: Loyalty points, purchase frequency, average spend, and contact details are prominently displayed at the top of the panel. Transaction history inline: Associates can view recent purchases, including items bought, channel, and location, without leaving the current context. Buy-again workflow: Frequently purchased items are surfaced with a direct add-to-sale action, enabling associates to quickly rebuild a customer’s basket. Customer timeline: Chronological view of customer interactions, notes, and activities gives associates context for the current conversation. Product recommendations: Curated or engine-driven recommendations are shown inline to support upsell and cross-sell during the interaction. Streamlined customer creation and editing Single-save workflow: Associates can create a new customer record with both customer information and primary address captured in one form, saved in a single action. This reduces the number of clicks and screen transitions required compared to the legacy multistep flow. Inline address validation: Mandatory address fields are validated at the point of entry before the record is saved to help ensure compliance with fiscal requirements for markets where a complete primary address is legally required on customer records. This validation is opt-in and configured at the channel level. Unified edit experience: Editing an existing customer’s details and address follows the same consolidated pattern to keep associates in a single context rather than navigating between separate management screens. Custom attributes tab Retailers who capture custom attribute data on customer records can now find that information directly within the CDP panel via a dedicated Custom information tab. The tab is displayed conditionally and appears only when custom attributes have been configured for the customer record to keep the panel clean and uncluttered for retailers who do not use custom attributes. This allows retailers to extend the clienteling experience with their own data, such as membership tiers, fit preferences, loyalty program details, or any other retailer-defined fields, without requiring associates to leave the panel or open a separate management screen. How associates access the feature The CDP panel is accessible from two entry points in Store Commerce: Customer search: When an associate searches for and selects a customer, the modernized CDP panel opens directly. Active transaction: Associates can open the CDP panel from within an in-progress transaction to view customer context without interrupting the sale. Enabling the feature This feature is enabled via Feature management in Dynamics 365 Commerce headquarters. Once the feature flag is turned on, the modernized CDP panel is automatically available in Store Commerce for all users without additional configuration at the register or device level. Applies to: Point of sale (Store Commerce) Business Value: Store associates spend valuable selling time navigating a cluttered, legacy customer detail page that wasn’t designed for mobile or fast-paced retail floors. Critical information, such as purchase history, loyalty points, preferences, and product recommendations, is buried across multiple tabs and screens, slowing assisted selling and reducing the quality of in-store customer interactions. The modernized Customer Data Platform (CDP) panel in Store Commerce delivers a lightweight, mobile-optimized clienteling experience designed for the way associates actually work. Key customer signals, such as spending summaries, recent transactions, buy-again suggestions, and a full customer timeline, are now surfaced inline without requiring associates to navigate away from the transaction. This means faster, more personalized customer conversations, higher basket value through timely product recommendations, and reduced training burden for new associates who can now act on customer context at a glance. Creating and editing customer records has also historically required associates to navigate multiple screens and save operations, increasing the risk of incomplete records and slowing down queue-sensitive moments on the shop floor. For retailers operating in regions with fiscal requirements, where a validated primary address is mandatory for customer records, the legacy workflow offered no inline guardrails, leading to compliance gaps and post-transaction corrections. The modernized CDP panel addresses this by consolidating customer creation and editing into a streamlined, single-save workflow. Associates can capture customer information and primary address in one form and save the complete record in a single action that reduces clicks and eliminates the back-and-forth between separate screens. Mandatory address field validation is enforced inline at the point of entry, ensuring compliance with fiscal requirements before the record is committed and removing the need for manual follow-up or administrative correction. For retailers investing in omnichannel clienteling, this feature provides a modern, compliant foundation to deliver consistent, data-informed customer engagement at the point of sale. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576753 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Supply Chain Management: Copilot and AI innovation – Understand forecast accuracy with AI explanations
By combining forecast results with contextual insights, planners can gain a detailed understanding of the key factors influencing each forecast rather than simply viewing the numbers. This increased transparency builds confidence and supports more informed planning decisions. Key benefits include: See symmetric mean absolute percentage error (SMAPE) values. View historical data and forecast results in one place. Understand forecast drivers through AI-generated explanations. Gain greater confidence in planning outcomes. Make faster and more informed business decisions. These capabilities help planners spend less time analyzing forecast changes and more time acting. Business Value: Get a clear view of historical data alongside a calculated forecast supported by AI-generated explanations. This feature enhances planners’ understanding of each forecast, builds confidence in the results, and enables better planning decisions. Enabled for: Enabled for end users automatically
ID: 576754 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Supply Chain Management – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance and Operations cross-app: Boost productivity with Copilot – Boost agent performance with optimal tool execution paths in Dynamics 365 ERP MCP
With the dynamic tools of the Dynamics 365 ERP MCP server, large language models often have multiple options for tool-calling sequences to perform an operation or retrieve data. The orchestration can select the tool execution sequence and can include more tool calls than are required. This enhancement to the MCP server improves performance and accuracy of the server response by enabling the server to use optimal tool execution sequences to perform operations with a single point of entry for MCP tools and a semantic index of the available menu items, entities, and actions. Business Value: The Dynamics 365 ERP MCP server now uses a semantic index of target ERP menu items, entities, and actions to improve performance and accuracy of tool calls by optimizing the sequence of tool executions for agentic operations. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576755 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Finance and Operations cross-app – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Contact Center: Omnichannel customer experiences – Use ML-based sensitive data redaction for human interactions
Dynamics 365 Contact Center introduces large language model (LLM)-based sensitive data redaction for human-to-human interactions, allowing administrators to automatically redact PCI data shared during live conversations between customers and customer service representatives. The system uses LLMs to identify sensitive data based on conversational context, not just patterns, across both voice and digital channels. When sensitive data such as a credit card number, PIN, or account number is detected, it is replaced with a standardized redaction token (for example, CreditCardNumber:Redacted) before the data is persisted. Redaction is applied consistently across: Conversation transcripts Call recordings Logs and diagnostic data Analytics outputs derived from conversations Administrators can configure which PCI data types are redacted, and the system enforces these policies automatically without requiring representatives to pause recordings or change their workflows. This capability helps ensure that sensitive customer data isn’t stored while preserving the non-sensitive conversation context needed for quality assurance, analytics, and operational insights. Business Value: Organizations in regulated industries must prevent sensitive payment data from being stored in call recordings, transcripts, logs, or analytics artifacts. Today, customers rely on manual processes or limited rule-based masking, which increases compliance risk and operational overhead. This feature enables customers to safely use recording, transcription, and AI analytics by ensuring payment card information (PCI) data shared during live conversations between customers and customer service representatives is automatically redacted before storage. As a result, customers can reduce PCI scope, prevent compliance escalations, and confidently adopt advanced contact center capabilities without disrupting agent workflows or customer experience. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576756 Release: Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Use the new calendar interface for time entry
The web experience for time entry in Dynamics 365 Project Operations is getting a series of improvements that make time entry faster and more accurate. The improvements give team members better tracking capabilities. These upgrades include: A new calendar interface to view, create, and change time entries. The ability to track time across different timelines, such as weekly or monthly. Tighter integration of the work breakdown structure for assigned tasks and projects within the time entry creation step (quick create forms). Improved tracking with benchmarking of actual versus target hours and visualizations that help team members track their progress on project tasks. Business Value: Every organization needs an efficient time entry experience for its consultants and team members. This experience gives you the flexibility to log time in different ways. It minimizes the number of clicks and effort required to enter time. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576757 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Supply Chain Management: Procurement – Manage supplier relationships with Supplier Engagement
The new Supplier Engagement application gives you a Microsoft Power Apps experience that integrates with Dynamics 365 Supply Chain Management and Dynamics 365 Finance. With this app, you can manage both strategic and tactical areas of your supplier relationships. You can schedule appointments, track performance, schedule supplier reviews, and manage prospective suppliers who aren’t registered yet. The experience also includes a supplier-facing portal based on Microsoft Power Pages. The new supplier portal supports many facets of the supplier relationship, ranging from tactical to operational and transactional aspects. It helps new suppliers onboard and enables existing suppliers to engage with your company through transactions such as requests for quotation (RFQs), managed bidding, purchase orders, and invoices. The supplier portal works with the existing vendor collaboration capabilities in Supply Chain Management. Business Value: With the Supplier Engagement app, procurement professionals can manage supplier relationships for all legal entities from one workspace. Procurement professionals can view supplier performance, schedule appointments, and manage many other aspects of their supplier relationships. A new supplier portal gives suppliers a better experience when onboarding and engaging with procurement professionals. The portal supports collaboration throughout the relationship, including during requests for quotation, purchase ordering, and invoicing. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576758 Release: Dynamics 365 Supply Chain Management – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Contact Center: Unified routing – Handle waiting conversations when queues close or become unstaffed
This capability enhances queue handling by intelligently detecting two key scenarios where conversations would otherwise remain unserved: Queue transitions to out-of-operating hours: The system continuously monitors active conversations that entered a queue before closing time. If the queue transitions to out-of-operating hours while conversations are still waiting, it automatically applies admin-defined overflow actions. Customers can be guided to leave a voicemail, request a callback, or be transferred to another available queue, ensuring a smooth end-of-day experience without manual intervention. No service representatives are signed in: The system evaluates real-time representative availability. If all representatives assigned to a queue are signed out, it immediately triggers the configured fallback action instead of waiting for in-queue overflow timers. This is especially valuable in scenarios such as mass logout events, unexpected breaks, or holidays not captured in operating hours. Administrators configure both scenarios using natural language prompts in conversation orchestration, enabling fine-grained control over queue behavior. This ensures customers are always routed to the best possible outcome, even when direct support is unavailable. Business Value: This capability ensures customers are never left waiting when representatives aren’t available. Whether a queue transitions to be out-of-operating hours or all support representatives are logged out, the system proactively routes conversations to configured fallback options such as voicemail, callback, or alternative queues. Organizations benefit from reduced wait times and lower abandonment, improved customer satisfaction during peak load or unexpected staffing gaps, and a more predictable service experience regardless of representative availability. At the same time, this eliminates the need for manual queue draining or extended shifts, helping protect service representative wellbeing while maintaining consistent service levels. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576759 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Sustainability: Capture snapshot-based data trails
This feature introduces snapshot-based data trail support that captures a complete, point-in-time record for every calculated metric. Each snapshot includes source activity data, applied emission factors (including factor values and GWP versions), reference data, filters, and the calculation logic used. This ensures that aggregates can be reliably traced back to original inputs. A new visual data-lineage view provides an end-to-end representation of how data flows from source records through calculations to final results, helping users understand how results roll up across organizational structures and how dimensional attributes influence calculated outcomes. These enhancements are available automatically without additional configuration, providing consistent and defensible traceability across all calculated metrics. Users can access snapshot details and the data-lineage view directly from calculated metrics, providing consistent traceability and audit support across all emissions calculations. Business Value: As sustainability data is increasingly scrutinized by auditors, regulators, and internal stakeholders, organizations need reliable point-in-time traceability for reported metrics. This release strengthens audit readiness by ensuring every calculated result can be traced back to its exact inputs, logic, and reference data at the time of calculation. By improving transparency and lineage, customers can respond to audits with greater confidence while reducing investigation time and reporting risk. Enabled for: Enabled for end users automatically
ID: 576760 Release: Dynamics 365 Sustainability – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Customer Service: Workforce engagement management – Detect intraday volume spikes with workforce alerts
Supervisors can create volume spike alerts that compare real-time conversation volume with the forecast linked to a shift plan. When volume remains above forecast for the configured number of intervals, selected recipients receive an in-app notification. The capability includes the following features: Administrators can enable workforce alerts in Copilot Service admin center by going to Workforce management ; Intraday management ; Workforce alerts. Supervisors can create and manage alerts from Workforce alerts in the Copilot Service workspace site map. Each alert references a shift plan and monitors the queues associated with its linked capacity plan. Supervisors can specify the percentage by which actual volume must exceed forecast volume. Supervisors can specify the number of consecutive intervals during which the deviation must continue before an alert is raised. The forecast determines whether an interval is 15, 30, or 60 minutes. Supervisors can set an expiration date to limit an alert to a campaign, season, or known event. Supervisors can select one or more notification recipients for each alert. Active alerts are evaluated on a recurring schedule. Notifications are sent when the configured threshold and duration are met. Recipients can select a notification to open the alert details. The details include the queue and alert name, detection time, current and forecast volumes, spike percentage, and an interval-by-interval breakdown. Access and prerequisites An administrator must install the Workforce Management for Customer Service package from Power Platform admin center. Forecasting and scheduling must be configured. The selected shift plan must have a linked capacity plan and forecast. Real-time conversation data must be available for the monitored queues. Business Value: Contact centers plan staffing based on forecasted demand, but actual demand can change quickly. When conversation volume rises significantly above forecast, queues can grow and service levels can decline before supervisors have time to respond. Workforce alerts help supervisors identify unusual intraday volume changes without continuously monitoring a dashboard. Supervisors define the deviation and duration that represent a volume spike and select who should be notified when those conditions are met. The notification provides information about the spike, including how far actual volume is above forecast and whether the deviation is continuing. Supervisors can use this information to decide whether to shift capacity, offer overtime, or defer offline work while these actions can still help protect the customer experience. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576761 Release: Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance: Business performance – MCP for ERP Analytics
MCP for Analytics provides AI agents with structured access to ERP analytics data and tools. It ensures agents use the same definitions and models as users. Key benefits: Data Access: Gives agents access to ERP analytics data for analysis and insights. Metrics and Dimensions: Provides access to key metrics, dimensions, and relationships used in reporting. Semantic Model: Exposes the full semantic model to support consistent interpretation of data. Tool Access: Enables agents to connect with tools like Power BI and Business Performance Analytics. MCP makes ERP analytics data agent-ready, reliable, and explainable. Business Value: MCP for Analytics allows agents to access ERP analytics data and tools with context. It ensures consistency across metrics, dimensions, and hierarchies so agents can reason reliably. This improves trust in insights, reduces duplication, and simplifies development of explainable agent experiences. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576762 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Create time entries from assignment and booking views
Team members can now begin their time entry process from their assigned or booked projects and tasks, making their time entries more aligned with staffing and reducing manual effort overall. When you select time entry creation from the new Projects and Tasks view, you’re redirected to the time entry grid where your entries are prepopulated based on assigned or booked hours. Business Value: This feature saves you time by eliminating manual entry. It prepopulates details with your current staffing, so you track time more accurately and focus on work that drives greater impact. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576763 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – View current and upcoming staffing in a timeline
The new timeline view augments the experience for team members in Project Operations by giving them visibility into current and upcoming staffing (both task and project level). The feature includes: Weekly view of task-level assignments. Weekly view of project-level bookings. Clear highlighting of periods without staffing (bench time). Business Value: A lack of visibility into current and upcoming project staffing leads to suboptimal planning and inefficient onboarding. This also creates uncertainty around bench time (utilization). By providing team members with a clear view of task- and project-level staffing, this feature aims to eliminate these issues. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576764 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Power Automate: Process mining – Enable Process Intelligence Studio in object-centric process mining
Process Intelligence Studio is a modern, flexible workspace designed for comprehensive process analysis. It provides a fully customizable analysis environment that combines multiple visualization and analysis components into cohesive, purpose-built workspaces. The platform supports both traditional and object-centric process mining methodologies, enabling analysis across simple linear processes and complex, multi-object scenarios. Core capabilities include: Tab-based navigation: Organize related analyses into separate tabs within a single workspace, maintaining context while exploring different perspectives or process segments. Flexible layouts: Arrange tiles in customizable grid layouts, allowing you to position process maps, charts, tables, and metrics exactly where you need them for optimal visibility and comparison. Powerful tiles: Choose from a comprehensive library of visualization and analysis components—process map, performance metrics, attribute breakdowns, case lists, and statistical views. Unified filtering: Apply filters once and have them cascade across all tiles in your workspace, ensuring consistency and enabling rapid scenario comparison without manual reconfiguration. Object-centric support: Extends full functionality to OCPM models, enabling multi-dimensional analysis of interconnected objects, relationships, and cross-object metrics within the same intuitive interface. Process Intelligence Studio saves your workspace configurations, allowing teams to create reusable analysis templates and share standardized views across the organization for consistent process monitoring and improvement tracking. Business Value: Process Intelligence Studio eliminates the friction between your questions and your answers. Instead of navigating rigid dashboards or switching between disconnected tools, your teams work in a fluid, customizable environment that adapts to their analysis needs in real-time. This means faster time-to-insight, reduced training overhead, and the ability to tackle complex process questions without constantly restarting your analysis. Business analysts, process owners, and improvement teams can now build comprehensive views that tell the complete story: compare scenarios side-by-side, drill from overview to detail without losing context, and share ready-made analyses with stakeholders. The result is more confident decision-making, shortened analysis cycles, and broader adoption of process intelligence across your organization. With object-centric process mining (OCPM) support, you now unlock these benefits even for your most complex, interconnected business processes. Enabled for: Enabled for admins/makers/marketers automatically
ID: 576765 Release: Power Automate – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Use time-zone-agnostic fields in project planning
Project and project task start, and end times are saved in a date-time format. The system converts these times to GMT before saving them. When the product displays these times, it converts them back to the user’s time zone. However, some integrations and customizations pull only the date from this field. This approach causes problems when the conversion to GMT changes the date. The problem happens when an integration pulls only that date from the field without converting it back to GMT. To prevent this problem, create new fields on the entity to store the start and end date and time values without converting them to GMT. With these fields, you can confidently pull only the date without worrying about time-zone conversion causing the date to change. Business Value: This feature helps you avoid time zone headaches when managing project schedules. Instead of converting times to GMT, which can shift dates and create confusion, it stores start and end dates exactly as you enter them. That means fewer errors, less rework, and more accurate timelines for your team. Enabled for: Enabled for end users automatically
ID: 576766 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Perform bulk reconciliation of bookings from UI
When enabled through feature control, this capability enables multiple selections on the Resource Reconciliation grid. This feature lets you: Select multiple time durations on the grid. Select multiple users on the grid. Extend the bookings for selections done on the grid. Business Value: Bulk reconciliation streamlines the process of aligning bookings and assignments in Dynamics 365 Project Operations by enabling users to reconcile multiple resources and date ranges in a single action. This eliminates repetitive, one-at-a-time reconciliation, significantly reducing administrative effort and time spent on project maintenance. By improving efficiency and accuracy at scale, the feature helps project teams keep plans aligned, reduce inconsistencies, and manage large or complex projects more effectively. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576767 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Set a default booking method for the schedule board
When enabled through feature control, this feature lets you configure a default booking method in the Schedule Board settings. The selected default booking method is automatically applied during booking. You can override the default by changing the booking method at the time of booking. Business Value: The Configurable booking method feature ensures consistent and predictable resource bookings by allowing organizations to set a default booking allocation method across the Schedule Board and Schedule Assistant. This reduces the risk of incorrect bookings caused by inconsistent defaults, minimizes rework and cancellations, and saves time for resource managers. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576768 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Finance: Globalization Studio – Support customer prepayment invoices in e-invoicing
In the current release wave, we are introducing the following e-invoicing capabilities. Handling of customer prepayment invoices in E-invoicing Global and local customers using Customer prepayment invoices in Microsoft Dynamics 365 Finance can now process a dedicated electronic invoice type specifically for customer prepayments. For customer prepayment invoices created from sales orders, the system supports generation of electronic invoices as follows: PEPPOL-based electronic invoices of type 386 are generated for original customer prepayment invoices. For Saudi Arabia: Electronic invoices of type 386 are generated for original customer prepayment invoices. Reversal prepayment invoices are excluded from electronic invoice generation. Final electronic invoices take prepayment amounts into account and reference the original prepayment invoices. Generation of electronic invoices based on payment transactions is discontinued. Business Value: In the current and upcoming release waves, we continue targeted investments in e-invoicing to support evolving regulatory mandates and country-specific requirements. Focus areas include extending coverage for additional clearance and post-audit scenarios, improving interoperability with government platforms and service providers, and keeping formats and protocols aligned with regulatory changes. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576769 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Commerce: Omnichannel commerce – Support cross-legal entity order fulfillment for Dynamics 365 Commerce
This feature includes: Cross-legal entity fulfillment groups: Define fulfillment groups that include warehouses and stores from multiple legal entities, enabling distributed order management (DOM) to select the best fulfillment location across the enterprise. Inventory visibility: DOM can access inventory data from warehouses in different legal entities, ensuring accurate sourcing decisions. Intercompany order automation: When you select a cross-legal entity warehouse, the system automatically creates intercompany orders and manages the fulfillment chain, including exception handling and reassignment scenarios. Point of sale support: Orders assigned to stores in other legal entities are visible and can be fulfilled at those stores, with accurate customer details displayed. Enhanced profiles and rules: DOM profiles and rules are updated to support cross-legal entity strategies, removing single-entity constraints and improving configuration flexibility. Direct delivery: Supports direct delivery fulfillment method. Business Value: By automating cross-legal entity order fulfillment, retailers can source, promise, and deliver orders from the most optimal location regardless of company boundaries. It reduces manual intervention, accelerates delivery, and enables true omnichannel experiences, directly addressing the needs of global and multiband retailers. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576770 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: December CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Enable time phasing of quote and contract lines
With this feature, the system automatically updates the correct sales and cost prices in quotes and contracts based on the effective date. The system calculates prices using weighted average prices for both quote line details and contract line details, so pricing calculations are precise and reliable. This automation greatly reduces the manual work needed to track and update prices. It also lowers the risk of errors and discrepancies in pricing. The feature also lets you keep a detailed audit trail of all changes you make to quotes and contracts. This audit trail provides full transparency and traceability, so you can trust the accuracy and integrity of your pricing information. You can view exact totals at any point in time, showing all current and historical pricing data. This real-time visibility into totals makes contract management easier and helps ensure that you accurately account for all financial aspects. Business Value: Managing time-phased price changes for labor, expenses, and materials within quotes and contracts can be challenging. This enhancement ensures that any price changes automatically take effect from their effective date. You get accurate and up-to-date pricing without manual intervention. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576801 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Configure minimum interval of time entry duration
Customers can now configure the allowable increment for time entry durations to ensure that all logged time adheres to their organization’s time-tracking policies. When enabled, you can only create or modify time entries whose duration is a multiple of the configured value (for example, 15 minutes, or 1 hour), helping prevent erroneous or non-compliant time entries from being recorded. Business Value: Customers can now ensure that time entry duration is always a multiple of a value set by them, preventing erroneous time entries from being logged. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576858 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Dynamics 365 Project Operations: Optimize Project Operations – Enable subcontractor vendor invoice matching to actuals
When you enable the Enable subcontractor vendor invoice matching to actuals for Project Operations integrated with ERP setting, you activate this feature. Key capabilities: This feature enables procurement managers, project accountants, and accounts payable users in finance and operations apps to efficiently identify, review, and match project actuals generated from subcontracting activities against incoming vendor invoices. By providing visibility into the underlying actual cost transactions, users can validate that the invoice accurately represents the work performed and the costs incurred before approving vendor invoice. The capability supports invoice validation and exception management by allowing users to compare vendor invoice amounts with received services, posted actuals, and project cost data, instead of to all product receipts. By establishing a direct relationship between vendor invoices and subcontracting actuals, the feature significantly reduces the need for manual reconciliation activities. The feature streamlines the end-to-end subcontracting procure-to-pay process by creating a more connected workflow between procurement, project operations, and finance teams. Organizations can achieve faster invoice review and approval cycles, improve financial controls, increase transparency into subcontracting costs, and ensure that vendor payments are aligned with actual project consumption and contractual commitments. In addition, having actuals available during invoice matching improves auditability and traceability. Finance teams can easily demonstrate how vendor invoice amounts were derived, what project transactions they relate to, and whether they fall within approved project and procurement budgets, thereby strengthening compliance and governance controls. Business Value: This feature enables subcontractor vendor invoice matching to actuals for Dynamics 365 Project Operations integrated with ERP and enhances financial accuracy and operational efficiency in subcontracting processes by enabling vendor invoice matching against actual costs. It reduces manual reconciliation, minimizes invoicing errors, and ensures compliance with cost tracking requirements. As a result, organizations can improve transparency, strengthen vendor relationships, and accelerate the procure-to-pay cycle. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576873 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: August CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Use what-if analysis on estimates
This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals. Scenario modeling: Use existing quotes to simulate scenarios and assess their effects on goals like profitability and gross margins. Goal-oriented analysis: Select specific goals and target values to model pricing changes effectively. Dynamic pricing dimensions: Adjust key pricing dimensions to explore how changes influence the selected goals. Informed decision-making: Review multiple what-if analysis models, compare outcomes, and apply the most suitable option to the quote. Business Value: This feature empowers you to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. You can explore different strategies and quickly identify the most effective path to achieve your financial goals. By manipulating factors such as price, discount rates, and cost reductions, you can optimize profitability and align quotes with specific sales targets. Automated calculations save time, reduce errors, and enhance negotiation flexibility, enabling sales teams to confidently tailor proposals to client needs while safeguarding their bottom line. This ensures that every quote meets both customer satisfaction and business objectives. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576878 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: April CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Show accounting currency with the correct label
This feature lets different currency units show the actual record for the accounting currency when the unit differs from the base currency. Today the correct value is shown, but the units are incorrectly shown as the base currency, regardless of the actual accounting currency unit. In this feature, accounting currency fields are stored in a child record with the correct currency unit and appears with the correct label on the actual form. Business Value: Currently in Project Operations, when an accounting currency differs from the company’s base currency, it’s shown with an incorrect currency label on the actual record in Microsoft Dataverse. The correct currencies are used when the data is sent to finance and operations apps, but this mismatch often creates confusion and leads to unnecessary double-checking and corrections. With this update, currency units are correctly shown in Dataverse. Enabled for: Enabled for end users automatically
ID: 576879 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – Update correction journal usability
Correcting transactions after they’ve been processed can be a complicated and difficult process. Currently in Project Operations, you must select all the transactions you want to correct at the same time to create the journal, and all transactions added to the journal must be corrected in the same way. This leads to significant repeat work, where you need to create multiple journals to be able to make different corrections on different transactions. This feature updates that process with the following changes: Transactions can be marked with Needs correction from the billing hub view, then once all required transactions have been marked, you can create the journal. This simplifies the journal creation process. Different transactions added to the same correction journal can be corrected in different ways, reducing the number of journals that need to be created. A wider set of fields is available for correction, limiting the number of transactions that need to be recalled to the draft entry state (a more complicated process) to complete the required changes. Time transactions can be split across multiple projects and tasks without recalling the draft entry state. A UI overhaul will be done to make the corrections process easier and simpler to follow. Overall, these changes make corrections easier, minimize mistakes that can lead to major problems, and reduce frustration with the interface. Business Value: Correcting previously processed transactions is a difficult process that’s made harder by UX limitations. The changes in this feature update let you make different corrections within the same journal, correct a wider range of fields, and easily select transactions that need correction. With the new experience, a larger volume of transactions can be corrected at once to reduce repetitive work while simultaneously making the process clearer and simpler. This reduces mistakes made during the corrections process, which in turn minimizes the more costly and problematic billing errors. Enabled for: Enabled for end users automatically
ID: 576880 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Dynamics 365 Project Operations: Optimize Project Operations – View budget details in left navigation
This feature enhances the Project Budget management experience by improving visibility, usability, and contextual clarity when working with project budgets and budget versions. It addresses limitations of the existing Project form Budget tab and reduces ambiguity around budget version actions. Since this is a navigation addition, the Budget section is available by default. Improved budget visibility Budget information is presented in a dedicated, optimized experience that overcomes space constraints of the Project form. Key budget attributes and financial details are clearly visible without excessive navigation. The layout helps project managers quickly understand the current state of the project budget. Contextual budget version actions Budget version actions are available directly within the budget context. The active or selected budget version is clearly indicated before any action is performed. This provides confidence that actions are applied to the intended budget version. Simplified navigation and usability Reduced dependency on the Project ribbon for budget-related tasks. Actions are aligned closely with the data being viewed. Improved usability lowers the learning curve and increases efficiency. Business value Reduces confusion and errors when managing multiple budget versions. Improves productivity by minimizing unnecessary navigation. Enables more informed financial decision-making. Enhances overall user satisfaction and trust in the system. Business Value: Project managers can now view budget information in a more focused and intuitive experience, overcoming the space limitations of the Project form’s Budget tab. Key budget details are easier to access, improving visibility and understanding of project financials. Budget version actions are now clearly contextualized, reducing confusion about which version an action applies to. These improvements help minimize errors, improve usability, and enable more confident and efficient budget management. Enabled for: Enabled for end users automatically
ID: 576883 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2027
Dynamics 365 Field Service: Optimize resource scheduling – Optimize multiple resources with Scheduling Operations Agent
This release expands the optimization capabilities of the Scheduling Operations Agent to include multiple resources. The agent considers the availability of the resources, their current schedules, and unscheduled requirements. It suggests a schedule that honors configured constraints and optimizes it according to the selected goal. Dispatchers can review and compare the proposed schedules with the current schedules before applying changes. New capabilities include: Optimize schedules for up to 5 resources directly from the schedule board. Optimize schedules for up to 30 resources using an optimization plan. Create custom goals and weight objectives. Create custom optimization scopes to use with your optimization plans. These capabilities build on the existing public preview of the Scheduling Operations Agent and will be automatically enabled for all organizations that have the agent enabled. Learn more at Scheduling Operations Agent documentation. Business Value: Optimize multiple resources with the Scheduling Operations Agent (SOA). Schedule up to five resources directly from the schedule board or Copilot or perform ad-hoc optimizations for up to 30 resources using an optimization plan. This feature streamlines scheduling, improves efficiency, and supports better resource management. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576884 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Microsoft Teams: Intelligent meeting recap available without saving transcript
Intelligent recap can now be generated without retaining a transcript after the meeting. Meeting organizers can choose this setting from the meeting options before the meeting, or organizers and eligible participants can enable it during the meeting. After the meeting, the AI Summary will be available, but other elements of the recap may not be available (Chapters, Topics, Mentions, Audio recap).
ID: 558286 Release: Microsoft Teams, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Teams: Improved organization for muted and meeting chats
Microsoft Teams automatically organizes your chats with new built in sections that help reduce clutter and keep conversations easy to find. Muted chats (on by default) are grouped together in a dedicated area, while meeting chats (off by default) can be collected into a single section for quick access. You’re always in control, as each section can be turned on or off based on your preferences. The new Meeting chats section will replace the Meeting chats filter, that was previously available at the top of the chat and channel list. Updated July 20, 2026: We have temporarily rolled back this feature. We apologize for any inconvenience.
ID: 559605 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: October CY2026
Microsoft Purview: Data Loss Prevention – New Guided Experience to Diagnose and Resolve DLP Issues
We’re introducing a new guided diagnostics experience to help users understand why their DLP policies may not be behaving as expected. This experience provides a clear summary of why a DLP action was taken on a document, including which policies were triggered, the order of evaluation, and detailed insights into which conditions evaluated as true or false. For Microsoft 365 E5 customers, the experience also includes Copilot-powered insights and tailored recommendations to accelerate troubleshooting and policy optimization.
ID: 561032 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Teams: Pop out calls into a new browser window
Microsoft Teams browser app users will be able to pop out calls into a simplified call window that stays available while they navigate away from, hide, or minimize the tab or progressive web app (PWA) hosting the call. This helps users multitask and collaborate more easily during calls.
ID: 569206 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Project Operations: Import tasks into a project from other projects
Currently, to bring tasks from another project into a new project, you must manually enter the task details in the task grid or use schedule APIs. You can also use the Copy project feature to create a new project with the same tasks, but this feature has limitations: ? You copy the entire project, including unwanted tasks and extra information. You can’t combine tasks from multiple projects into a new project. ? With this feature, you can select and import tasks from one or more existing projects into a new project, saving time and effort. You can choose the project and tasks to import while adhering to the task limits per project as specified in the public documentation. ? When this feature is enabled in the feature control settings, you can: ? Select the Import Tasks button from the project ribbon. Use the project picker to select the source project in the side pane. See the grid populate with the tasks associated with that project after a project is selected. Choose the tasks to be imported into the target project, and then select Add. Know that imported tasks are automatically appended to the target project’s Work Breakdown Structure (WBS).
ID: 573692 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: October CY2026
Microsoft Copilot (Microsoft 365): Integrate the Sales Development agent with Salesforce
Sales Development Agent now integrates with Salesforce, enabling organizations to use SDA with their existing Salesforce CRM. SDA can access leads, manage prospect records, log sales activities, and keep engagement actions—including qualification, disqualification, and ownership changes—connected to the CRM workflow. The integration uses Microsoft’s Salesforce Model Context Protocol (MCP) server to connect SDA with Salesforce.
ID: 574105 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Edge: Security Update Alerts in the Edge management service
Administrators can choose a severity threshold and receive alerts when a new Edge update includes security fixes that meet or exceed that level, including zero day fixes. This helps organizations quickly identify updates that may require attention, while avoiding unnecessary notifications for routine releases.
ID: 558435 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Teams: Events in Meet app in Teams in GCC
Users can now use the Teams Meet app to discover events across their organization, track what important events are upcoming, and plan and organize their own professional events. With this release, Meet app will be renamed to Events app.
ID: 569934 Release: Microsoft Teams – GCC Tags: October CY2026
Microsoft Edge: v.155 – Tab organization enhancements
Microsoft Edge is expanding tab and Workspace organization capabilities to suggest groupings, names, visuals, and labels. Users can manage these experiences through the proposed “Let Microsoft Edge help keep your tabs organized” setting under Privacy, search, and services ; Search and connected experiences; administrators can control them using the TabServicesEnabled policy.
ID: 570443 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Contact Center: Quality evaluation – One-Time Evaluation Frequency
Quality evaluation plans now support a Once frequency type for both case evaluations and conversation evaluations. When creating an evaluation plan, users can select Once from the Frequency type dropdown to run the evaluation a single time instead of on a recurring schedule or trigger-based cadence. This option is useful for one-time evaluation runs where ongoing recurrence is not needed. Once selected, the plan is configured to execute only one time based on the specified plan start date.
ID: 573266 Release: Dynamics 365 Contact Center, Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Copilot (Microsoft 365): Copilot response personalization – Memory citations
When Copilot Chat uses memory to personalize a response, users can now see what informed the answer. Select Sources beneath the response, then open the Personalization tab to view the custom instructions, saved memories, memories learned from conversations, and past chats that shaped the response. From there, users can return to a cited chat to pick up where they left off or review and delete saved memories. Memory citations appear only when memory is turned on.
ID: 574111 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance: Collaborative comments for planning cubes and dimensions
Create and manage contextual discussion threads directly on planning cubes and dimensions. Users can comment on dimension cells, detailed or aggregate cube cells, and reporting rows; reply to and mention colleagues; receive email notifications; and resolve or reactivate discussions. Public and private visibility options, together with an All Comments view, filters, export, and role-based management actions, support collaboration throughout the planning cycle.
ID: 574116 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance: Manage dimension security with Microsoft Entra groups
Administrators can now assign Microsoft Dataverse group teams backed by Microsoft Entra groups to Business performance planning dimension security groups. Previously, dimension security assignments were limited to individual users. The updated experience allows administrators to view and add eligible Entra group-backed teams alongside users, with separate membership information for each assignment type. To use this capability, the Dataverse group team must first be configured correctly and assigned an appropriate Business performance planning security role.
ID: 574117 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Finance: Improved planning writeback performance and flexibility
Business performance planning improves the performance and flexibility of writeback from the Matrix visual. Writeback processing has been optimized to improve performance for planning adjustments, particularly for larger splash and multi-update operations. The improvements also optimize writeback for users with dimension security, where additional security validation is required. In addition, report designers no longer need to include a field from every cube dimension in the Matrix visual to enable writeback. The Matrix can now be designed using only the dimensions relevant to the planning experience while still supporting writeback to the underlying cube.
ID: 574118 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Dynamics 365 Contact Center: Omnichannel customer experiences – Use data masking to protect customer data
Customer service representative data masking is a new opt-in feature for Dynamics 365 Contact Center. When enabled, service representatives can select individual messages from the customer and redact them, so the customer’s PII isn’t stored in your repository. This feature complements the existing automatic data masking rules with both automatic and manual masking. You can be confident that your brand is protecting your customers’ valuable information. Business Value: Protect your customers’ sensitive data by enabling your customer service representatives to hide any personally identifiable information (PII) that customers inadvertently share. Enabled for: Enabled by admins/makers/marketers for end users
ID: 576819 Release: Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Purview compliance portal: Data Loss Prevention – Just in time protection (JIT) on SharePoint
Microsoft has decided to not move forward with this feature. Just-in-time protection for SharePoint in Microsoft Purview DLP allows organizations to extend protection to unclassified files in SharePoint and apply restrictions defined in DLP policies at the time of egress.
ID: 139457 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: November CY2026
Built-in AI Interpreter for Calls on Teams Phone Devices
With AI Interpreter, Teams Phone Devices provide real-time language interpretation directly within the call experience. Users can participate naturally in multilingual conversations while the device interprets spoken audio, reducing language barriers and supporting clearer communication in everyday calling scenarios. Updated September 22, 2026: We have decided not to move forward with this change at this time. A planned future release will be communicated separately once timelines are available. We apologize for any inconvenience.
ID: 553594 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC Tags: October CY2026
Microsoft Purview: Credential Scanning in Data Security Posture Agent
We’re expanding the Data Security Posture Agent with a new credential scanning capability. Discover exposed credentials and data security risks across scoped locations. Assign scanning tasks to the agent, track progress across stages, and take action on prioritized findings. The agent scans selected data locations, analyzing scoped files to detect credentials, such as Microsoft Entra user credentials, private keys, and API tokens. Each finding includes a risk score, AI-generated insights, confidence score, and credential category so you can review, confirm, and act from a single task board view. Updated October 5, 2026: We have decided not to move forward with this change at this time. We apologize for any inconvenience.
ID: 558436 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: October CY2026
Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent
Sales agent gives you strong CRM-based account and opportunity summaries, but important context is often spread across non-CRM systems. With this capability, you can add insights from any application to enrich account and opportunity summaries in Sales agent, so sellers get a unified view of their accounts and deals in one place without switching applications. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.
ID: 567002 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: March CY2027
Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources
Walking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.
ID: 567003 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: March CY2027