Microsoft 365 Roadmap Updates

Microsoft Purview compliance portal: Insider Risk Management – Microsoft Fabric risk indicators in Insider Risk Management

With this update, Insider Risk Management extends its risk detection capabilities to Microsoft Fabric products by offering ready-to-use risk indicators based on activities that may lead to a data security incident in Power BI. Organizations can use these new indicators in data theft and data leaks policies. Microsoft Purview Insider Risk Management correlates various signals to identify potential malicious or inadvertent insider risks such as IP theft, data leakage, and security violations. Insider Risk Management enables customers to create policies based on their own internal policies, governance, and organizational requirements. Built with privacy by design, users are pseudonymized by default, and role-based access controls and audit logs are in place to help ensure user-level privacy.

ID: 475859 Release: Microsoft Purview – GCC, GCC High, DoD Tags: October CY2026

Microsoft Copilot (Microsoft 365): Realtime voice interactions in Word and PowerPoint

Use your voice to talk with Copilot, interact in-real time, and understand the content within your document or presentation. Updated September 9, 2026: We will be re-releasing this feature with updates in October. Thank you for your patience.

ID: 487852 Release: Microsoft Copilot (Microsoft 365), PowerPoint, Word – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Places: Microsoft Places Support to GCC cloud

Microsoft Places features will now be available in GCC cloud

ID: 495465 Release: Microsoft 365 app – GCC Tags: October CY2026

Microsoft Teams: Audio announcement for recording and transcription

Admins can enable a policy that plays an audio announcement when recording or transcription starts. This can be applied tenant-wide or to specific groups. The announcement helps ensure all participants are informed and improves accessibility awareness.

ID: 559609 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: December CY2026

Work IQ: Real Time Transcripts

Enable applications and agents to access Microsoft Teams meeting transcripts in real time for assistance and insights.

ID: 570651 Release: Microsoft Teams, Microsoft Copilot (Microsoft 365), Work IQ – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Work IQ: Agent Policy Governance

Provide administrators with policy-based controls for governing agents and their capabilities at scale.

ID: 570652 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Work IQ: Human in the loop

Allow agents and agent flows to pause for human input or approval before continuing.

ID: 570672 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Field Service: Keep Project Staffing and Field Service Scheduling Aligned

Deliver consistent scheduling outcomes across Dynamics 365 Project Operations and Field Service, regardless of where scheduling begins. When a project task includes resource assignments and planned effort, that demand is represented on the related work order with the same role, resource, duration, and scheduling window. Users can therefore schedule the same demand from either application and receive consistent availability and booking results. When multiple assignments exist, dispatchers can select the specific requirement they want to schedule. When a project task does not provide assignment- or duration-based demand, the incident type on the work order continues to define the scheduling requirement. This flexibly supports an organization’s scheduling needs, whether project-task-driven or incident-type-driven.

ID: 570864 Release: Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Copilot Studio: Support for sensitive documents protected with Microsoft Purview Information Protection (MPIP)

Unblock users from upload files with Microsoft Purview Information Protection (MPIP) sensitivity labels to Copilot Studio agents deployed on the M365 channel. With this support agents can process content based on the user’s/agents account permissions, with label protections enforced end-to-end.

ID: 571305 Release: Microsoft Copilot Studio – Worldwide (Standard Multi-Tenant) Tags: October CY2026

PowerPoint: Set slide size in a modern PowerPoint pane

Change slide size in PowerPoint from a modern task pane that keeps you in the flow of editing with real-time slide changes. Choose common slide sizes including new social media presets, or customize dimensions with a cleaner, more approachable experience.

ID: 573149 Release: PowerPoint – Worldwide (Standard Multi-Tenant) Tags: November CY2026

PowerPoint: Set slide size in a modern task pane

Change slide size in PowerPoint from a modern task pane that keeps you in the flow of editing with real-time slide changes. Choose common slide sizes including new social media presets, or customize dimensions with a cleaner, more approachable experience.

ID: 573150 Release: PowerPoint – Worldwide (Standard Multi-Tenant) Tags: November CY2026

PowerPoint: Present with confidence on a single screen in Slide Show

When you present in Slide Show on just one display, like a laptop with no second monitor and no Presenter View, the on-screen presenting controls can be easy to miss. PowerPoint is making single-screen presenting easier: the controls you need to move through your slides and stay in command are more discoverable and useful, helping you present smoothly and confidently without a second screen.

ID: 573151 Release: PowerPoint – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Business Central: Expense Agent – Create expense reports per trip automatically

Expense Agent can automatically create expense reports based on identified business trips. You just need to configure the feature on the Expense Agent Setup page. Instead of manually collecting and organizing individual expense entries, you can use the agent to group relevant expenses and generate a dedicated expense report for each trip. Key capabilities include: Administrators can specify whether the company wants to group expenses by trip and not only by period. Automated expense report creation without requiring you to manually start and organize reports after a travel requisition is approved. Automatic trip-based expense grouping associates eligible expenses with the correct business trip based on information in the travel requisition. The agent automatically groups not only expenses based on the location, but uses intelligence to group all expenses based on the context. Non-trip related expenses keep existing period-based grouping in expense reports.

ID: 573257 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Business Central: Expense Agent – Add an interim approver when you submit an expense report

This feature introduces support for a simple interim approval scenario for expense reports. When someone submits an expense report, organizations can designate an interim approver to review and approve expenses before the final approver can review and approve. Interim approver must review expense reports to confirm whether they’re complete and compliant before final approver.

ID: 573260 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Business Central: Expense Agent – Use Expense Manager role center

The Expense Manager Role Center is updated to provide a more focused and efficient experience for managing vendor and expense-related activities. The enhancements align the workspace with typical expense management workflows, ensuring that key information and actions are readily accessible. Where relevant, other Role Centers are also updated to include access to expense management features.

ID: 573261 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Business Central: Finance – Use approvals with fixed asset journals

Organizations can use approval workflows with Fixed Asset Journals, which gives them the same level of control and oversight for fixed assets that’s available for other journals in Business Central.

ID: 573263 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Business Central: Finance – Use batch totals for payment journals

The Batch Total field on the Payment Journal page enhances payment processing by enabling you to work with and review a cumulative total for a payment journal batch. By surfacing batch-level totals directly in payment journals, organizations gain better control over outgoing payments and can streamline review and approval processes.

ID: 573264 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Edge: Simplified Energy Saver

Energy saver, formerly known as efficiency mode, will have new defaults and different setting options. Edge will now support and recommend users to use the BatterySaverModeAvailability policy to manage the energy saver feature. The energy saver feature has been simplified to become enabled under two conditions: on low battery or when unplugged. The default will be for energy saver to be enabled on low battery. Energy saver will now have one mode. Users set to Balanced savings will be mapped to have energy saver enabled on low battery. Users set to Maximum savings will be mapped to have energy saver enabled when unplugged.

ID: 573291 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Microsoft Copilot (Microsoft 365): Enable semantic model in Sales agent

Semantic model helps Sales Agent understand the structure and meaning of an organization’s CRM data. It creates a connected representation of CRM metadata, including tables or objects, fields, descriptions, data types, relationships, views, pick-list values, and glossary terms. Sales Agent can retrieve this context when responding to questions, improving its ability to interpret business language and answer complex questions that span related CRM records. Dynamics 365 admins can enable and turn on semantic model in Power Apps Maker Portal and configure the data coverage and signals that Sales Agent should use. Admins can configure the underlying data, views, metadata and relationships used in the model. For Salesforce customers, the semantic model will be based on existing Sales agent table and glossary configuration in Sales agent settings or Power Apps Maker Portal. In Power Apps Maker Portal, Salesforce admins will can configure additional Salesforce signals to use in semantic model such as relationships and views.

ID: 573294 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Copilot (Microsoft 365): Sales Development Agent is now available

Autonomous agent that researches, qualifies, engages with leads, scaling sales capacity 24/7.

ID: 573700 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Project Operations: Support Approver Comments for Expense Reports in Expense Management Mobile app

Approvers using the Expense Management Mobile App currently have limited options to provide context when approving or rejecting expense reports. Approval decisions may require comments to provide justification, request clarification, document additional information, or communicate feedback to employees. Without this capability in the mobile experience, approvers may need to switch to the web application to complete the approval process. This enhancement will enable approvers to add and view approval or rejection comments directly within the Expense Mobile App, providing a more consistent experience across mobile and web.

ID: 573708 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Microsoft Dataverse: Add users without licenses to activity recipient fields

Enable active Microsoft Entra users without Dataverse or Power Apps licenses as activity recipients. Created user records remain disabled and do not grant Dynamics 365 app access. Documentation: https://learn.microsoft.com/en-us/power-platform/admin/add-unlicensed-users-activities

ID: 574121 Release: Microsoft 365 app, Dynamics 365 Sales, Dynamics 365 Customer Service, Microsoft Dataverse – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Data mirroring to Microsoft Fabric

Connect Business Central to Microsoft Fabric to make business data available for analytics, reporting, and data integration. Choose the Business Central companies and tables to synchronise, and make the data available in OneLake for use with Fabric IQ, Power BI, Data Factory, and other analytics experiences. Get started quickly with ready-made sample Power BI apps, while built-in logging provides visibility into synchronisation health and helps troubleshoot issues.

ID: 574126 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Dynamics 365 Business Central: Ecommerce – [US] Match Shopify tax lines to tax jurisdictions

Business Value Reduce repetitive tax setup when you import Shopify orders that contain multiple United States tax jurisdictions. Shopify Tax Matching suggests how free-text tax lines map to configured tax jurisdictions and keeps you in control of exceptions before you create sales documents. Details The Shopify Tax Matching capability is available in public preview for organizations in the United States that use the Shopify connector. When standard tax-area mapping doesn’t resolve an imported order, the capability uses AI to suggest tax jurisdictions based on Shopify tax-line titles and rates, configured tax jurisdictions, and limited ship-to location information. You can review each suggestion, confidence level, explanation, and rate before approving the final mapping. Configure which matches require review and whether the capability can create missing tax jurisdictions and tax areas. Unidentified jurisdictions and rate differences always require review. Shopify Tax Matching maps imported tax descriptions to tax setup. It doesn’t calculate tax, determine tax liability, file tax returns, or replace professional tax advice.

ID: 574128 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Microsoft Copilot (Microsoft 365): Sales Development Agent – Meeting scheduling

Sales Development Agent can turn a prospect’s interest in meeting into a booked seller meeting. The agent asks the prospect to provide preferred dates and times, evaluates those options against the appropriate seller’s calendar, and books the first valid option in the prospect’s stated preference order. The seller and prospect receive the meeting invitation, while the seller receives additional conversation context to support a warm handoff. If scheduling cannot be completed, the agent transfers the request and relevant context to the seller for follow-up.

ID: 575289 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Outlook: Teams Meeting Options

When you add a Teams meeting to an event in Outlook for Mac, the join link and dial-in details now appear in the invite while you’re still writing it. A new Meeting Options button lets you change the Teams meeting settings right away, before you send.

ID: 575293 Release: Outlook – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Power Apps: Form fill assistance in apps can provide suggestions for existing values

We’re expanding form fill assistance in model-driven applications in Power Apps to suggest updates to fields that already contain values—not just empty fields. This helps users update existing information with ease using AI-powered skills in their apps.

ID: 575295 Release: Power Apps – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Power Apps: Form fill assistance supports more field types

We’re expanding form fill assistance in model-driven applications in Power Apps to support lookup, rich text, and multi-select choice fields, helping users complete more of their forms with AI-powered suggestions and less manual entry. Availability, Release Channel, Monthly

ID: 575296 Release: Power Apps – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Expanded Markdown support in Microsoft Teams

Microsoft Teams is expanding Markdown support in the compose box, giving you more ways to structure and format messages using familiar Markdown syntax. Create richer, more readable messages while staying in the Markdown authoring experience.

ID: 576199 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026

Microsoft Viva: Conversation Analytics

Conversation analytics updates are coming to Microsoft Viva Engage, giving communicators richer signals to understand how audiences engage with posts and announcements. With this update, conversation analytics will include new engagement insights such as click-through rate, open rate, dwell time, and video performance signals. These enhancements help communicators better understand whether employees opened a conversation, spent time with the content, clicked through to linked resources, or engaged with video attachments. Click-through rate and open rate are expected to begin rolling out first with additional conversation analytics enhancements, including dwell time and video performance signals, expected to follow shortly after.

ID: 576271 Release: Microsoft Viva – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Copilot Studio: Computer Use for web browsing on GitHub Copilot Harness

Enable Microsoft Copilot Studio agents to browse and interact with websites as a native capability powered by the GitHub Copilot Harness. Using natural-language instructions, agents can navigate web pages, extract information, and download files. Agents can then use that information and those files alongside other tools to complete end-to-end workflows, extending their reach beyond configured knowledge sources and API-based integrations.

ID: 576272 Release: Microsoft Copilot Studio – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Planner: Custom Views for plans

Custom views lets users save a custom view of a plan and return to it later without re-applying filters, sorting, grouping, and other view customizations. A team can reuse saved views for triage, prioritization, work tracking, and more.

ID: 576275 Release: Planner – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: December CY2026

Dynamics 365 Project Operations: Complete zero-effort tasks

Zero-effort task completion enables project managers and team members to mark tasks as complete even when no effort was planned or recorded. This capability supports milestones, administrative activities, checklists, and other tasks that track completion without requiring work hours. This is for both Project Operations core and Project Operations connected with ERP deployment types.

ID: 576278 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: November CY2026

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

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

ID: 576279 Release: Power Apps – GCC, GCC High Tags: November CY2026

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

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

ID: 576281 Release: Power Apps – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Power Apps: Monitor generative pages with out-of-the-box Application Insights telemetry

Admins and developers can monitor published generative pages with Application Insights. When an administrator configures Application Insights data export for an environment, Power Apps automatically exports completed page loads, unhandled errors, supported Data API operations, and navigation initiated from generative pages without requiring telemetry code, the Application Insights JavaScript SDK, or a connection string on the page. Availability, Field, Value, Release Channel, Weekly, Version, 2608.5, Applies to Model-driven apps Feature Scope Admins or makers

ID: 576282 Release: Power Apps – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: December CY2026

Power Apps: Use Power Platform connectors in generative pages

Makers can bring data from Power Platform connectors into generative pages. After creating and authenticating a connection and adding a connection reference to the environment, you select the connector data and describe how the generated page should use it. Connector data can be incorporated while working in the Maker Studio generative page designer or through the generative pages AI plugin. Availability Field Value Release Channel Not applicable Version Gen page v302 Applies to Model-driven apps Feature Scope Admins or makers

ID: 576283 Release: Power Apps – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: December CY2026

Power Apps: Use Dataverse custom APIs in generative pages

Makers can have a generative page call a Dataverse custom API to run server-side business logic, such as approving an order, recalculating a price, or validating a transaction. From either the Maker Studio generative page designer or the generative pages AI plugin, makers select a prepared API and describe when the page should call it, which input values to provide, and how to use the response. Availability Field Value Release Channel Not applicable Version Gen page v307 Applies to Model-driven apps Feature Scope Admins or makers

ID: 576284 Release: Power Apps – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: December CY2026

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

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

ID: 576285 Release: Power Apps – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft 365 app: Inventory – Update Repair

Update Repair helps admins identify Windows devices with Microsoft 365 Apps that are out of date or experiencing update issues. In the Microsoft 365 Apps admin center, admins can review device status and recommended actions, remotely start Online Repair for eligible devices, and follow manual remediation guidance for devices that need attention. Repair reinstalls Microsoft 365 Apps using the latest available build for the device’s configured update channel.

ID: 576286 Release: Microsoft 365, Microsoft 365 app – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Sales: Create product rules to guide sellers to valid product configurations

This feature will allow admins to create the right set of compatibility, inclusion and exclusion rules, withing a single composite product to ensure the right set of products get bundled together. Based on the configured rules, the seller will receive relevant guidance while configuring a composite product for the customer to ensure an accurate product offering is provided to the customer. The scop of the rules will be at a single quote line relevant to a composite product.

ID: 576294 Release: Dynamics 365 Sales – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Dynamics 365 Sales: Create pricing rules for attribute-based and volume-based pricing

This feature will enable admins to define relevant pricing rules based on the following: for the added list price based on product attributes Discount on the list price based on tiered and absolute volume adjustment This ensures the organization to associate the right pricing and discount policies to ensure profitability on their offered products and services.

ID: 576295 Release: Dynamics 365 Sales – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Dynamics 365 Project Operations: Restrict task assignments to project team members

This feature strengthens assignment governance by limiting the resources displayed in the Assigned to column to members of the current project team. Project managers can assign tasks only to resources who have already been added to the project, instead of selecting from the organization’s complete resource list. If a resource isn’t part of the project team, the resource must first be added to the team before being assigned a task. This controlled workflow keeps task assignments aligned with the project’s defined staffing model and prevents resources from being assigned outside the established project team. This is for both Project Operations core and Project Operations connected with ERP deployment types.

ID: 576296 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant), GCC Tags: March CY2027

Dynamics 365 Commerce: Streamline pickup order workflows in Store Commerce

Business Value Trade counter pickups should be fast. When a business customer arrives to collect prepaid or pre-authorized orders, routing them through unnecessary screens and payment steps slows down the process. When customers want to add extra items during pickup, requiring a separate transaction introduces friction that can result in missed sales. This feature reshapes the pickup experience to better align with trade counter operations. Associates can collect multiple orders in a single action, add extra items within the same transaction, and capture the pickup person’s name and signature for audit purposes. For orders that aren’t collected, the ability to unpick lines and release inventory helps prevent stock from being held unnecessarily. Together, these improvements save time per transaction, reduce payment friction, and provide B2B operations with the audit trail they require. Feature Details Quick pickup operation: A new Quick pickup operation lets associates pick one or more orders or order lines for a single customer without navigating to the transaction screen. It is available when: The customer is set up to pay on account. The order is fully paid or authorized. ​ Pickup dialog enhancements: The pickup dialog includes a Pickup all action to select all eligible lines in one step, along with barcode scanning to confirm quantities. Completing the pickup invoices the selected order lines and captures any open payment authorization. ​ Adding carryout items during checkout pickup: During the checkout to pickup flow, associates can add additional carryout items to the transaction. A single payment covers both the new items and any remaining balance, so the customer isn’t required to complete a separate transaction. ​ Signature and name capture: For B2B scenarios where pickups often occur without a card payment, associates can capture the pickup person’s name and signature. This information is applied to all orders selected in the same pickup session and is stored for audit purposes. ​ Unpicking order lines: When a customer doesn’t collect goods, associates can unpick staged order lines. This action allows the order to be canceled and returns reserved inventory to available stock.

ID: 576303 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: December CY2026

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

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

ID: 576607 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Teams: Default meeting templates

Default meeting templates enable IT admins to automatically apply their organization’s preferred meeting settings whenever users schedule a Teams meeting through Outlook or Teams calendar. This helps organizations apply meeting settings (including protection settings) at scale, and reduce the need for organizers to manually configure meeting options. Only organizers with a Teams Premium (T-Pre) license assigned can use Default Meeting Templates.

ID: 576609 Release: Microsoft Teams, Outlook – Worldwide (Standard Multi-Tenant), GCC Tags: November CY2026

Microsoft Viva: Enhanced Microsoft Copilot in Viva Engage

Introducing the Enhanced Microsoft 365 Copilot Experience in Viva Engage! Powered by Engage MCP, this enhanced experience takes Copilot in Engage beyond catch-ups and summaries, helping users explore conversations more deeply, synthesize discussions, and uncover meaningful insights. It’s also more deeply connected across Microsoft 365. For example, you can ask Copilot to analyze feedback on a leader’s post, identify key themes, and turn those insights into a reusable PowerPoint deck. With Work IQ integration, Copilot also has a better understanding of you and your work context, connecting conversations in Engage to your broader work across Microsoft 365. Engage MCP expands both the breadth and depth of Engage scenarios Copilot can support, making it more useful for understanding conversations and insights across your Engage network. This update also brings Copilot in Engage closer to the broader Microsoft 365 Copilot experience, with your Microsoft 365 agents now accessible directly within Copilot in Engage.

ID: 576709 Release: Microsoft Viva – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Purview: Introducing IRM Alert classification

Insider risk management will be introducing the ability to classify alerts as True positive, Benign (operational), and False positive. This will be available on all alerts where authorized analysts with the appropriate permissions can choose from a list of predefined classification reasons. Alert classification will help tenants to better classify risk within alerts to support reporting and tuning needs. This will replace existing dismissal reasons.

ID: 576710 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: January CY2027

Microsoft Teams: AI Interpreter for Teams Events

AI Interpreter for Events brings real-time, AI-powered audio interpretation to Teams Town Halls and Webinars, helping global audiences follow events in their preferred language. Organizers can configure supported languages for their event, giving attendees a more natural and engaging multilingual experience beyond translated captions.

ID: 576711 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft 365: [Education] Assign Study and Learn in Teams and LMS Assignments

Educators can assign Study and Learn from Student AI Guidelines in Teams and LMS Assignments. Students open guided learning support grounded in the assignment’s title, instructions, and supported files and resources, helping them work through concepts and practice their understanding.

ID: 577172 Release: Microsoft 365, Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft 365: [Education] Provide a Copilot starter prompt in Teams and LMS Assignments

Educators can provide a Copilot starter prompt from Student AI Guidelines in Teams and LMS Assignments. Students open Copilot with the educator’s prompt ready in their chat, helping them begin with instructions tailored to the assignment.

ID: 577173 Release: Microsoft 365, Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Viva: Glint – Teams notification customization

Viva Glint admins can now customize the Microsoft Teams notifications sent for surveys. Admins can edit the title, message, and button label in each survey language and see their changes in a live preview. Teams and email messages stay consistent and match your organization’s voice, which helps more employees see the survey and take part.

ID: 577175 Release: Microsoft Viva – Worldwide (Standard Multi-Tenant) Tags: January CY2027

PowerPoint: Present with ease using a modernized Presenter View

When you present with Presenter View, finding the right tool or slide shouldn’t break your flow. Presenter View in PowerPoint for Windows has a refreshed design: presenter tools, slide navigation, and the timer now sit together in one control bar, and a new slide thumbnail strip lets you see what’s coming and jump to any slide. You can also collapse or resize panes to focus on what matters most as you present.

ID: 577178 Release: PowerPoint – Worldwide (Standard Multi-Tenant) Tags: November CY2026

PowerPoint: Present with ease using a modernized Presenter View

When you present with Presenter View, the controls you need should be easy to find at a glance. Presenter View in PowerPoint for Mac has a refreshed design: presenter tools, slide navigation, and the timer now sit together in one control bar, with updated icons and slide thumbnails. You can also collapse the thumbnail pane and the Next Slide and Notes pane to focus on what matters most as you present.

ID: 577179 Release: PowerPoint – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Project Operations: Simplify the creation of recurring expenses

This feature enables employees to automatically generate expense entries for predictable, repeatable business expenses (for example, monthly mobile bills, internet charges, parking, and subscriptions) without manual re-entry each period. It reduces repetitive effort, improves compliance, and ensures timely and accurate expense submission, while respecting organizational expense policies and approval workflows.

ID: 577182 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Microsoft Power Platform governance and administration: Multi-grader comparison

Multi-grader comparison enables makers to compare the results of multiple graders applied to the same evaluation. The experience highlights agreement, differences, and overall grading behavior. Core capabilities The core capabilities include: Compare graders side-by-side. Compare scores. Review explanations from each grader. Analyze grading consistency. Results experience Results include: Comparative score view. Pass / fail comparison. Grader explanations. Evidence supporting each evaluation.

ID: 577183 Release: Microsoft Copilot (Microsoft 365), Microsoft Power Platform governance and administration – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Dynamics 365 Customer Service: Manage intraday operations with AI agent

Intraday Agent is an autonomous AI agent that helps manage intraday operational scenarios. The following are its high‑level capabilities. Intraday queue tracking Continuously monitors queue volumes in real time. Detects anomalies when actual volume deviates significantly from forecasted demand. Automatically reforecasts in real time to assess current demand. Notifies supervisors with proactive alerts and recommendations. Automates corrective actions such as adjusting schedules, rescheduling breaks, or reallocating service representatives to maintain SLA performance. Supports customizable instructions to align mitigation actions with business needs. Intraday adherence tracking Monitors service representative adherence to scheduled shift activities in real time. Detects deviations such as late logins, extended breaks, or early logouts. Autonomously mitigates deviations through actions such as break rescheduling, shift extensions, overtime activation, or flexible channel reassignment. Supports customizable instructions to align mitigation actions with business needs.

ID: 577184 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Microsoft Dataverse: Enable semantic data understanding for agentic use

Give AI agents and Copilot a true understanding of your business data — not just raw schema — so they can answer questions accurately with less manual configuration. Learns from the systems you already run — Automatically extracts semantic knowledge from views, forms, and metadata already defined in your Dataverse environment, reducing agent deployment from days of manual setup to near-zero effort. Full visibility for makers — View generated semantic knowledge per entity — including name, description, and sample questions — directly in the Power Apps maker portal. Search for understanding gaps and enrich missing context with a built-in glossary for domain-specific terms. Governance and privacy built in — Enable or disable semantic signals at the org level, or at the individual signal-type or table level, giving makers and admins granular control to meet compliance and privacy requirements without sacrificing agent quality. No manual schema mapping. No custom query logic. No disambiguation between what your data is called and what your business actually means.

ID: 577185 Release: Microsoft Copilot (Microsoft 365), Microsoft Dataverse – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Edge: Organize and merge PDF files in the built-in PDF reader

Users can organize and merge PDF files in the Microsoft Edge built-in PDF reader. They can select pages to extract, delete, rotate, or reorder, and save the result as a new PDF file. They can also merge the open PDF file with other PDF files that are open in Microsoft Edge tabs or stored on their device, to create a single PDF file. Files are processed on the device, and the original files aren’t modified. Admins can manage this feature using the PdfOrganizeAndMergeEnabled policy.

ID: 577186 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Purview: Endpoint Data Loss Prevention-View-only access to device onboarding with the View-Only Device Management role

Microsoft Purview Data Loss Prevention is introducing more granular, role-based access to the Devices page under Settings → Device Onboarding. Previously, viewing or managing device onboarding required broad administrative roles (such as Compliance Administrator, Global Administrator, or Security Administrator). With this update, organizations can grant access using least-privilege Purview role-based access control (RBAC) roles scoped specifically to device operations. A new View-Only Device Management role enables users, such as auditors or security analysts, to view device onboarding status, search for devices, review configuration details, and export device data, without granting permission to change onboarding configuration or other administrative settings. Existing administrative roles continue to have full access, so current workflows are unaffected. This change helps organizations follow the principle of least privilege and simplifies granting read-only visibility into device onboarding without over-provisioning permissions.

ID: 577187 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft 365 Apps: Cloud Update – Export Improvements

New export improvements are coming to Cloud Update, making it easier for organizations to access and analyze device data. These enhancements will expand export capabilities across Inventory and Cloud Update device views, include additional device and update information, and allow admins to export filtered results so they can focus on the devices most relevant to their needs.

ID: 577398 Release: Microsoft 365, Microsoft 365 app – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Enhanced Copilot and AI controls for meetings

Teams Meetings offer enhanced AI controls for Copilot and AI experiences. Organizers manage who can enable and access AI, while IT admins get a simpler policy model for governing AI across meetings and post-meeting experiences. These updates provide more predictable administration and greater flexibility for compliance and governance scenarios.

ID: 577399 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Facilitator in GCC

Facilitator is coming to Microsoft Teams meetings in GCC. The Facilitator agent can help capture notes in real time, answers questions about the meeting, and help keep the agenda and discussion on track. A Microsoft 365 Copilot license is required to use Facilitator.

ID: 577401 Release: Microsoft Teams – GCC Tags: December CY2026

Dynamics 365 Commerce: Author Commerce receipt formats with Copilot Cowork

Use natural language in Copilot Cowork to create, update, translate, and check Commerce receipt layouts using existing formats in headquarters. The Commerce receipt format designer skill lets authorized users work with receipt layouts through natural-language requests in Copilot Cowork, using receipt configuration in Dynamics 365 Commerce headquarters. It applies to receipt formats used by Store Commerce point of sale (POS). Users can: Create and adapt formats: Start from an existing format in the modern Receipt designer representation, create a new format, or request changes to an existing target. Edit receipt sections: Modify header, line, and footer content, field positions, alignment, and supported formatting. Translate and personalize content: Translate static labels and add user-supplied text while preserving dynamic fields. Missing business details are identified rather than invented. Check layouts without changing them: Request structural or geometry checks that identify overlaps, width violations, and truncation risks, with findings and suggested remediation. Verify saved changes: Review the resulting format and changes, with saved configuration re-read to confirm the requested update. Creating a format from a source preserves that source. The skill is available automatically to authorized Copilot Cowork users. Users describe the source format and desired outcome, resolve any source or target ambiguity, and review the results. A Commerce administrator ensures appropriate headquarters access and that the source format is available in the modern structured representation. Structural checks do not establish visual appearance, barcode scanability, runtime values, or legal and fiscal compliance. Users review the layout in the Receipt designer and perform appropriate test printing before operational use. Assigning formats to receipt profiles or printers and printing or reprinting transactions are separate setup and operational workflows.

ID: 577405 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Customer Insights – Journeys: Improve engagement and message timing with Outreach Optimization Agent

Add the Outreach Optimization Agent to your journey, select the emails you want delivered, and let the agent handle timing and cadence automatically. With Outreach Optimization Agent, you can: Start with an intelligent baseline: Outreach Optimization Agent automatically creates a baseline messaging plan for your audience by analyzing overall historical engagement patterns, producing a smart, generic plan that is designed to work well for most customers before any individual optimization kicks in. Listen to incoming interactions and adapt the plan in real time: The agent continuously monitors incoming signals, including engagement and non-responsiveness, and adjusts follow-up timing and cadence, or exits the plan based on whether the goal is progressing or has been achieved. Respect quiet times: The agent enforces quiet time settings as a hard constraint, ensuring that messages are never sent outside approved communication windows, even if engagement data suggests otherwise. Scenario A global retail brand uses Outreach Optimization Agent in a seasonal campaign to re-engage customers. Unlike previous efforts with fixed schedules and repeated reminders, the agent creates a smart baseline plan, then adjusts message timing for each customer based on their engagement. It slows or stops follow-ups when customers show interest and spaces out reminders for unresponsive customers, all while respecting quiet times and consent. This leads to better engagement and less message fatigue, with minimal manual intervention.

ID: 577417 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Insights – Journeys – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Dynamics 365 Customer Insights – Journeys: Create journeys in minutes with Journey Creation Agent

You simply describe in everyday words what you want to create and the Journey Creation Agent builds the journey for you. With Journey Creation Agent, you can: Use an AI-powered, guided experience for optimized outcomes. Build in minutes with no technical jargon, complex setup, or cold start. Use natural language to describe the journey you want to create. Drive results–the agent interprets your goal and asks relevant follow-up questions to refine your intent and ensure accuracy. Scenario A campaign manager wants to re-engage inactive customers but has no time to build a journey from scratch. The manager simply types, “Send a re-engagement email to customers who haven’t purchased in 90 days, follow up with a reminder with a discount.” The journey is instantly generated, with the right audience, content, and structure.

ID: 577418 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Insights – Journeys – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Power Pages: SDK (Software Development Kit)

Build native mobile applications or kioks using Power Pages as the backend foundation with support for authentication, authorization, APIs, data access, and reusable mobile capabilities.

ID: 577419 Release: Power Pages – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Dynamics 365 Project Operations: View resolved prices in a consolidated pricing view

A new Pricing tab appears on the contract (and later the quote) and becomes the default pricing surface, replacing the Project Price List tab. Instead of listing only the price lists apply, it displays a consolidated grid of the prices that actually default for each pricing-dimension combination and date. You switch between price types, labor/role, category, and material, with a view picker, and role-price markups appear within the role view. A Date filter defaults to today and updates the grid to reflect date-effective overrides, and a Date effectivity column shows the date range each price is effective for. A Scope filter is set and locked automatically by the host record (Contract, Quote, Customer, Vendor purchase prices, or Org-unit cost prices). You can filter and sort across the pricing dimensions; grouping and frozen columns are not included in this release. Behind the grid, a unified query unions the Role Price and Date-Effective Price Overrides tables, de-duplicated and scoped to the price lists attached to the contract, and accounts for overrides at both the contract and associated customer levels. How to enable: The Pricing tab appears automatically on the contract form once the feature is deployed and enabled via the feature control menu. Because the new tab replaces the Project Price List tab as the primary surface, review any customizations or automation built against the existing tab before you adopt it. The price lists associated with the contract or quote will now be shown on the summary tab.

ID: 577421 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Dynamics 365 Project Operations: Extend price overrides to category and material

Project Operations price lists support three price types — role, expense category, and product/material — but only role prices currently support date-effective overrides. This feature extends date-effective price overrides to expense category and material prices, so you can schedule a future or time-bound price change for a category or material the same way you do for a role, without creating a separate, context-specific price list. The system honors the override when it prices a transaction, so the effective price reflects the override in force on the transaction date. The feature also aligns other points where the three price types diverge where feasible, with date-effective overrides as the primary deliverable. Unit-group conversions for category and material, custom pricing dimensions for category and material, and full time-phasing of prices are not included in this release. How to enable: You configure overrides on the price list, the same way you set role-price overrides today, so pricing administrators and makers manage all three price types in one place. Overrides are stored in the existing Date-Effective Price Overrides table, so the feature is expected to reuse that mechanism; review any plug-ins or default pricing logic for category and material before you adopt it.

ID: 577424 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Microsoft Edge: Review your PDF notes and annotations in the Notes pane

The built-in PDF viewer in Microsoft Edge will include a Notes pane that lists highlights, text notes, ink notes and comments in page order allowing users to quickly revisit them without finding them page by page. Users can search and filter their annotations, jump to each one in the document, and edit, delete or add comments from the pane. Available for Windows and macOS devices

ID: 577542 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Teams: Explicit consent for recording & transcription in one-to-one PSTN calls

Microsoft Teams will support explicit consent for participants connected through the public switched telephone network (PSTN) in one-to-one calls. When explicit consent is required, PSTN participants will hear an audio prompt when recording or transcription is started. They can use their phone keypad to consent or decline. Participants who decline can remain in the call but stay muted. This capability extends the existing Teams calling policy for explicit consent to one-to-one PSTN calls.

ID: 577543 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Outlook: Mark as read improvements

Mark as read will be updated to better match user expectations. When using the Unread filter, items will also be marked as read in coherence with the existing “Mark as read when using the reading pane” setting. Additionally, opening an item in a popout will now mark it as read regardless of that setting. #newoutlookforwindows

ID: 577546 Release: Outlook – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Project Operations: Optimize Project Operations – Improve contract management usability

The enhanced Project Contract experience streamlines how you create, manage, and monitor contracts by significantly reducing the number of clicks and interactions required. This update transforms the contract into a central, intuitive workspace where all contract-related information is easier to access, understand, and act upon. The redesigned layout provides a clearer overview of contract status, financials, and performance, helping users work faster and with greater confidence. Core capabilities: Modernized user experience: Aligns with improvements delivered in the Modern Quote feature and reduces unnecessary interactions across contract workflows. Nested grids for better visibility: Quickly view detailed estimate breakdowns for each contract line directly within the grid—no need to open multiple forms. Faster contract line management: Create and edit Contract Line Details from a single grid, including the ability to apply price overrides. Improved financial clarity: Contract summary now includes key KPIs, total cost, gross margin, billing status, and tax information surfaced directly on the grid. Streamlined contract lifecycle: Users can close a contract directly from the contract form, supported by improved visibility into contract health. Contract performance dashboard: Enhanced insights to help users quickly understand contract progress and financial performance. Business Value: This enhancement significantly improves the efficiency and clarity of managing project contracts. By reducing clicks, consolidating key information, and modernizing the user experience, you can create, review, and update contracts much faster. Financial insights such as margins, costs, and billing status help users identify issues early and make confident decisions. Overall, the streamlined contract workspace reduces errors, accelerates project initiation, and improves productivity for project and billing teams. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577787 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2027

Dynamics 365 Contact Center: Unified routing – Orchestrate conversation distribution with natural language playbooks

Conversation orchestration in Dynamics 365 Contact Center keeps every conversation actively managed throughout its lifecycle, from initiation through resolution. Instead of applying fixed rules at different stages of a conversation journey, conversation orchestration monitors each conversation as conditions evolve, like wait time increases, fast-filling queues, or service representatives going offline, and responds automatically with the right action. For example, administrators can define the intent using natural-language playbooks as follows: “If a premium customer waits for more than three minutes and no senior agents are available, increase their priority and offer a callback.” Conversation orchestration then handles how it’s run in real time. You can configure playbooks per scenario through guided templates that keep instructions focused and reliable. Built-in validation catches conflicts before anything goes live, so that you confidently publish changes without needing to test every edge case manually. The key capabilities are as follows: Dynamic priority escalation: In traditional systems, conversation priority is typically set once, at entry, and never revisited. This means a customer who has been waiting for 10 minutes competes for the same expert as another customer who has just arrived, and a conversation that’s transferred mid-journey resets to whatever the new queue’s default priority is. Dynamic priority escalation fixes this by continuously re-evaluating priority as the conversation progresses. You define the conditions such as wait time thresholds, queue transfers, customer tier, or other context and conversation orchestration adjusts priority automatically throughout the conversation lifecycle. High-value or long-waiting customers move forward without anyone watching the queue manually. Overflow handling across multiple conditions: Conversation orchestration supports a broader set of business triggered overflow conditions, allowing organizations to respond intelligently as queue conditions change. Administrators can define actions when a queue is outside operating hours, when all representatives in a queue are signed out or unavailable, when queue wait time exceeds a defined threshold, or when the number of waiting conversations surpasses a specified limit. Depending on the situation, orchestration can automatically offer callbacks, route conversations to alternate queues, expand assignment eligibility, notify supervisors, or deliver contextual customer messages. This ensures customers are never left waiting without a defined path forward. Admins can also configure overflow handling for direct inward dial calls now, when reps are not available or don’t accept the calls. Assign to a previously engaged or preferred representative: Customers often need to repeat information when they are connected to a new representative for every interaction. Conversation orchestration helps maintain continuity by reconnecting customers with previously engaged or preferred representatives whenever possible. Assignment decisions take into account historical interactions, queue membership alignment, representative availability, and workload capacity. For asynchronous conversations, organizations can choose to honor representative presence status and active conversation limits before reconnecting customers, ensuring returning conversations are assigned only when the preferred representative has capacity to engage. When the preferred or previously engaged representative is unavailable, conversations seamlessly fall back to the next best qualified representative. This reduces customer effort, improves resolution efficiency, and delivers a more personalized support experience. Bullseye routing: Finding the right representative often requires balancing expertise with response times. Bullseye routing enables organizations to gradually expand the pool of eligible representatives when a conversation isn’t assigned within a defined timeframe. Administrators can define progressive routing rings that begin with the most qualified representatives and then expand to broader groups based on skills, proficiency levels, teams, or other business criteria. This approach maximizes the likelihood of connecting customers with the best-qualified representative while ensuring conversations don’t wait indefinitely for a specific resource. These capabilities are the first in a broad and growing set of orchestration scenarios that conversation orchestration will support across the full conversation lifecycle, spanning overflow management, priority handling, assignment strategies, in-conversation messaging, and escalation. Each new capability builds on the same natural-language playbook foundation, so organizations can adopt new scenarios without rebuilding what they have already configured. Business Value: Traditional automatic conversation distribution systems rely on complex rules and static configuration that are difficult to maintain and can’t adapt as conditions change throughout the conversation lifecycle. Unified routing with its new AI-powered conversation orchestration uses the power of agentic AI to continuously monitor events throughout the entire conversation lifecycle and responds with the right action when required. This is a shift from a static system to an orchestration layer that remains active and intelligent from the moment a conversation arrives in a queue until it’s resolved. The new feature reduces administrative complexity and helps deliver more flexible customer experiences at scale, even under fluctuating demand. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577788 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Dynamics 365 Customer Insights – Journeys: Elevate customer experiences – Boost customer confidence with branded content links

With branded content links, you can: Set up your vanity link (or custom link) in the domain authenticator. Once authenticated, your vanity domain will be visible in: All links in your emails. Hosted digital assets, forms, event registration pages, and your preference center. Scenario A retail brand launches a holiday campaign featuring special bundles and limited‑time offers. Instead of using long, generic tracking URLs, the team enables branded content links. Every email now displays clean, trustworthy links using the company’s own domain. Customers feel more confident clicking through, resulting in higher engagement and improved conversion rates across the campaign. Business Value: Links are the gateway to your landing pages, offers, and content. However, automatically generated URLs look unprofessional and suspicious, and they can lower your click rates and conversions. Now you can customize links to show your company name, increasing customers’ trust and improving brand recognition and campaign performance. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577789 Release: Dynamics 365 Customer Insights – Journeys – Worldwide (Standard Multi-Tenant) Tags: December CY2026

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

The unified extensible e-invoicing integration framework extends the existing Electronic Invoicing service by introducing: A unified outbound and inbound document model (based on international standards such as UBL and PEPPOL). A standardized submission and response pipeline and API for e-invoicing documents and related statuses. A clear extensibility model that allows external ASPs, ISVs, Microsoft partners, and customers to implement their own integrations without requiring Microsoft to build or maintain provider specific connectors. With this framework, Microsoft defines the data (format) contract, integration pattern, and lifecycle handling, while external e-invoicing ASPs (for example, PDPs, PAs, or PACs) implement the required endpoints and data transformations on their side. This approach enables: Support for multiple service providers under a consistent integration model. Faster onboarding of new providers and markets. Reduced vendor lock-in for customers. Better alignment with country-specific regulatory requirements without Microsoft acting as an authorized e-invoicing service provider. Important clarifications (out of scope): This feature does not make Microsoft an Authorized Service Provider (ASP / PDP / PA / PAC, PEPPOL access point). The feature does not include built‑in connectivity to e‑invoicing providers. Customers must continue to use third‑party e‑invoicing providers for “last‑mile” submission to tax authorities or clearance platforms. Integration with a specific ASP is the responsibility of the provider, customer, or ISV, using the established integration framework. In the initial phase, Microsoft defines the data contract and API specification and supports these in Dynamics 365 ERP and Electronic invoicing service. Microsoft collaborates with a selected set of ASPs to build integrations using this standard data contract and API specification, and to validate the integrations for a subset of countries or regions. Customers will be able to choose from these providers based on their countries or regions of operation and configure the integrations within their ERP environments. Moving forward, we will be: Extending the coverage by adding more countries or regions; and Engaging with more ASPs and ISVs to expand the ecosystem. Business Value: This feature introduces a unified, extensible integration framework for the Electronic invoicing service in Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Project Operations, enabling Authorized Service Providers (ASPs), Independent Software Vendors (ISVs), and Microsoft partners and customers to build and maintain their own integrations between the e-invoicing service and external e‑invoicing platforms using a Microsoft‑defined unified format (data contract) and integration pipeline / API. The framework is designed to decouple ERP from any single e‑invoicing provider, giving customers more flexibility in ASP choice while reducing the need for Microsoft‑built, country‑specific formats and “last‑mile” connectors. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577794 Release: Dynamics 365 Finance – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Dynamics 365 Field Service: Optimize resource scheduling – Optimize schedules with Scheduling Operations Agent

Dispatchers often spend considerable time and energy reviewing and adjusting each technician’s schedule as conditions change throughout the workday: A technician has one or more cancellations in the afternoon. To fill the open slots, what requirements optimally keep promise windows, prefer high-priority work, and locate work around the same neighborhoods that the technician is due to travel to? A technician is running over the planned time for the current booking. As a result, they’re late for the next booking, and the delay might cascade to subsequent bookings. How do you best adjust the bookings for the remainder of the day? A technician recovers from illness sooner than expected and is now available for work earlier than planned. What’s the best way to schedule work for them when they return? A technician’s schedule contains a lot of low-priority work that isn’t due for weeks. How can you improve the schedule with work that better meets desired business goals? A technician’s schedule for the day is built manually or with the schedule assistant. How can you rearrange the schedule so that the resource’s travel time is reduced? In each case, the dispatcher needs to assess the situation, determine which business goals apply, and then update the schedule manually, one booking at a time. With this release of the Scheduling Operations Agent, dispatchers can ask Copilot to provide the best schedule for the affected technician. Within seconds, the dispatcher gets a suggested schedule for review and can apply the updates. You can direct Copilot to optimize for the business goal you want, such as maximizing technician usage or work order priority. Copilot intelligently chooses among existing bookings and new unfulfilled work orders based on factors like skillset match, territories, and customer promise windows. Users can access the feature from the Copilot side pane anywhere within the Dynamics 365 Field Service application. Business Value: The Scheduling Operations Agent for Dynamics 365 Field Service enables dispatchers to quickly and easily optimize schedules for technicians as conditions change throughout the workday, so they can significantly improve their productivity. Dispatchers can ask Copilot to optimize schedules and address issues such as traffic delays, double bookings, or last-minute cancellations that often result in conflicts, gaps, or idle time in a technician’s schedule. Instruct Copilot to achieve the desired business objective, such as maximizing technician usage or work order priority while considering factors like skillset match, territories, and promised time windows. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577807 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Power Pages: Design studio – Configure authentication with security agent

The security agent is available directly within the security workspace in Power Pages design studio. Makers can open the security agent tab to access the embedded chat panel and security tools. From there, they can interact using natural language to review risks, understand configurations, and take guided actions. The agent assists with both authentication and authorization setup. It guides makers through configuring identity providers, reviewing authentication settings, and strengthening login protections. Based on the site’s setup, it can recommend improvements such as securing token configurations, validating redirect settings, or tightening session-related controls. For authorization, the security agent helps configure web roles and data access permissions. Using the site’s data schema and usage patterns, it suggests appropriate access levels, such as read-only, owner-only, or full administrative control aligned with least privilege best practices. All suggested changes require explicit user approval before being applied. After execution, the agent confirms what was updated, ensuring full transparency and control. By combining guided setup, continuous review, and contextual recommendations, the security agent helps keep Power Pages sites secure from initial configuration through ongoing maintenance. Business Value: Security agent empowers makers to set up secure access controls without needing deep security expertise. It uses AI to recommend the right roles and permissions for your data tables. It continuously monitors your site for misconfigurations, helping you reduce risk, ensure compliance, and build customer trust. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577809 Release: Power Pages – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Customer Insights – Journeys: Elevate customer experiences – Update live segments without interrupting ongoing journeys

For any segment, even those used in live journeys or other segments, marketers can edit and republish them to make changes. Changes won’t take effect until the segments are published, giving marketers control over the timing of the changes. These changes are picked up at the next recurrence for recurring journeys and new additions are applied in real time for ongoing journeys. Business Value: Campaigns often require adjustments after launch, such as refining target audiences based on analytics or changing business needs. Now marketers can make quick updates to segments without having to remake or republish journeys, enabling more agile and responsive segment targeting. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577810 Release: Dynamics 365 Customer Insights – Journeys – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Customer Insights – Journeys: Elevate customer experiences – Enable advanced personalization using simple formulas to modify text, dates, and numbers

Apply a variety of PowerFx functions to text, numbers, and dates in messages. Text functions include concatenation, change case, trim, substitute, and replace. Number functions include arithmetic calculations, rounding, and formatting. Business Value: Enhance personalization by transforming data directly within your messages using PowerFx expressions. Standardize customer names (for example, convert to proper case), format dates and numbers for different regions, and perform simple calculations such as days until expiration or suggested donation amounts based on prior activity. These capabilities help you deliver more accurate, relevant, and engaging communications, all without requiring changes to your data model. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577811 Release: Dynamics 365 Customer Insights – Journeys – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Power Pages: Power Pages Copilot – Use Power Pages MCP server capabilities

Power Pages MCP server enables makers to expose site data and operations through a secure, standardized interface compatible with AI clients. In the public preview release, makers can enable Create, Read, Update, Delete (CRUD) operations via the site’s Web API layer without writing custom code. Makers can provision the MCP server endpoint through site settings, allowing customers to securely interact with site data or perform operations using natural language queries through popular AI chat clients. Business Value: Power Pages MCP server empowers you to transform site data and operations into structured tools for AI assistants, enabling natural language interactions for updates and queries. This means faster workflows, less manual effort, and improved user experiences, helping your teams save time and stay productive. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577813 Release: Microsoft Copilot (Microsoft 365), Power Pages – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Customer Insights – Data: Agents and Copilot – Increase AI accuracy by grounding agents in customer insights

The Customer Insights MCP server allows AI agents and chat experiences to access and understand insights generated by Customer Insights – Data. The Customer Insights MCP server uses the industry-standard MCP architecture to securely share unified profiles and insights with AI agents and chat experiences, providing the data context so AI agents can do their best work. AI tools can use the Customer Insights MCP server to: Resolve Dataverse contacts and leads to their unified customer profile. Access extended customer information unified by Customer Insights – Data from external sources not available to Dataverse. Understand calculated measures for a customer such as their purchase totals over the last 4 months, or the date of their most recent engagement. Quickly discover what segments the customer is a member of. See if a customer has multiple redundant contacts in your system, and which is considered authoritative for that customer. Get predictive insights for the customer such as Customer Lifetime Value (CLV) and Churn risk, giving you greater insights into the customer’s current relationships with your company. Scenario Sally is a seller who is evaluating a lead named Joe who recently attended a product launch webinar. Sally asks her AI embedded on their Contact and Lead forms if there are any insights about this lead and is delighted to find that the lead Joe is matched to a VIP customer Joseph who has existing paid licenses for several products. Because Customer Insights – Data unifies her company’s external Purchase and Rewards data with Dataverse contact and lead data, the agent informs Sally that Joe is a valued Rewards and Loyalty points member, and it is able to provide other AI-generated insights such as the Customer Lifetime Value score, Churn Risk, and the segments Joe is a member of. Armed with a wealth of customer data, Sally is able to engage Joe and upsell Joe on their new product. Business Value: Agents give your marketing, sales, and service teams essential insights and can automate many business processes. But agents are only as good as the data they work with. When you give them access to customer insights that unify your customer data sources, you can get more valuable and actionable insights that enable organizational efficiencies that you couldn’t achieve before. Now, more insights generated by Customer Insights – Data can be leveraged from within Microsoft Copilot Studio, allowing you to turn insights into a powerful business asset. Copilot Studio, and even your own custom copilots created in Microsoft Copilot Studio, can now simply and easily get access to more insights, allowing agents to understand, share, analyze, and act on these insights. Every team member gets tailored information and tools to reach their goals efficiently. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577814 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Insights – Data – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Dataverse: Enable AI powered business workflows in Work IQ with Dataverse – Build Dataverse solutions with coding agents using Dataverse skills

Build Dataverse solutions by using coding agents with natural language prompts. For example, “I’m building a recruiting system for Zava Construction. I need tables for Positions, Candidates, Interviewers, Interviews, and Feedback – with lookups, a many-to-many relationship between Candidates and Positions, and a self-referential interview chain. Create everything in a Zava Recruiting solution, load sample data, and show me which candidates are currently interviewing.” From this prompt, the agent autonomously: Discovers your Dataverse environment and configures MCP. Creates the solution by using the Microsoft Power Platform CLI. Builds five tables with choice columns, lookups, and a many-to-many relationship. Generates and runs a Python script to bulk-load realistic sample data. Queries across tables to answer your business question. No skill names. No tool flags. No context switching between docs, CLI, and scripts. The agent handles the orchestration end-to-end. Business Value: By using coding agents, you can eliminate the need to manually create Microsoft Dataverse tables and solutions through the UI. Dataverse skills guide coding agents to connect to your environment and build solutions by using tables, relationships, forms, and views. This process also includes creating sample data. Enabled for: Enabled by admins/makers/marketers for end users

ID: 577815 Release: Microsoft Copilot (Microsoft 365), Microsoft Dataverse – Worldwide (Standard Multi-Tenant) Tags: February CY2027

Dynamics 365 Customer Insights – Data: Faster time to insights – Access unified profiles and insights in Fabric OneLake

Unified profiles and insights are only useful when you can act on the data. If you use Microsoft Fabric, Customer Insights – Data makes it easier to share valuable unified profiles and insights directly in OneLake. You can add those insights to your core analytics and downstream processes. Scenario: Contoso has multiple departments with distinct systems and data requirements. After creating shortcuts in Fabric OneLake to all their Customer Insights – Data profiles and insights, the entire Contoso organization can leverage the unique advantage of customer 360-degree profiles across all the workloads of the organization. The enhanced visibility and collaboration from sharing unified customer profiles and insights in Fabric OneLake creates a cycle where several departments take steps to integrate their unique customer data into unified profiles. This process improves the fidelity and value of the profiles. Business Value: Customer Insights – Data makes it easy to access and use unified profiles and insights created in Customer Insights – Data directly in Microsoft Fabric OneLake. This capability powers your downstream workloads while saving time and reducing costs. Customer Insights – Data in Microsoft Fabric OneLake removes barriers to using your customer insights. It eliminates challenges that come from storing data in multiple fragmented data lakes. By using shortcuts to Customer Insights – Data managed data lake, you can access unified profiles and insights in OneLake. You can use all the insights Customer Insights – Data generates without copying any data. Microsoft Fabric OneLake and Customer Insights – Data improve collaboration and remove business barriers. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577816 Release: Dynamics 365 Customer Insights – Data – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Supply Chain Management: Copilot and AI innovation – Analyze demand using generative insights for better planning

Generative insights for Demand planning in Dynamics 365 Supply Chain Management help you analyze sales history and forecast data across dimensions like product and location. With general availability, generative insights now include a new metric: trends. The system dynamically clusters data based on detected patterns, such as high trending, medium trending, relative flat, and declining trend. You can view aggregated values by selected dimensions or drill down into detailed values for each planning object. Business Value: Generative insights in Demand planning help you identify patterns like seasonality, trends, and signal correlations to improve forecast accuracy. By clustering data dynamically, you can make better decisions, optimize inventory, and reduce costs from overstocking or stockouts. These insights help you meet customer demand, improve service levels, and gain a competitive edge. Enabled for: Enabled for end users automatically

ID: 577817 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Supply Chain Management – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Copilot and agents – Use AI resources for your Copilot extensions

Using the AI resources provides several benefits: Reduced operational overhead: Avoid the need to handle infrastructure management, updates, monitoring, troubleshooting, or maintenance of custom Azure OpenAI subscriptions. This benefit frees up resources to focus on core business operations and provides value-adding intellectual property (IP) to customers. Simplified onboarding: Quickly integrate AI capabilities into your solutions without having to navigate the complexities of setting up and managing your own Azure OpenAI subscription. Improved reliability: Proactive scaling, throttling, load balancing, and fault tolerance measures ensure consistent performance during peak demand. Enhanced security compliance: Built-in compliance measures and governance, including robust protection from malicious and harmful content, ensure compliance with data residency requirements. This benefit reduces the burden of ensuring regulatory compliance for ISVs. Streamlined experience for customers: Customers get a seamless AI resource management process without maintaining different configurations for separate ISV solutions. This capability also provides a cohesive AI consumption tracking and billing experience for Business Central customers. Customers who use AI resources across multiple AI-enabled solutions built with Business Central customer developer tools for Copilot benefit from a unified approach to AI consumption monitoring and invoicing. They don’t need to reconcile multiple invoices or metrics from separate ISVs. For details on billing costs, see AI tools at Message scenarios. For most publishers, the default Business Central AI resources are enough. However, if you need specific models, including fine-tuned models, that the Business Central AI resources don’t provide, you can bring your own subscription for customers. In this case, the publisher is responsible for deploying, maintaining, scaling, and securing the service. The publisher also handles billing AI resources to customers. We recommend using the developer toolkit AI resources when you extend Copilot in Business Central. You just need to authenticate with the SetManagedResourceAuthorization method in the AI Module AzureOpenAI codeunit. You also provide your own Azure OpenAI subscription details, but the authentication process doesn’t use them. (Update 2026 release wave 1: There’s now a new method signature for SetManagedResources that doesn’t require you to provide your subscription details anymore. You should use that going forward.)

// Example of using the default toolkit AI resources in AL AzureOpenAI.SetManagedResourceAuthorization(Enum::"AOAI Model Type"::"Chat Completions",AzureOpenAIAccountName,AzureOpenAIApiKey,AOAIDeployments.GetGPT4oLatest()); 

To use your own subscription, authenticate it with the SetAuthorization method.

// Example of using your own Azure OpenAI subscription in AL AzureOpenAI.SetAuthorization(Enum::"AOAI Model Type"::"Chat Completions",GetEndpoint(),GetDeployment(),GetApiKey()); 

This AI billing model isn’t designed to replace the existing Marketplace monetization pathway for publishers who create Business Central apps. Instead, it offers another option that simplifies AI consumption for customers and partners. ISVs can use the Marketplace monetization option to monetize their IP. Business Value: A key feature of the developer tools for Copilot in Business Central is that publishers in their Marketplace apps use large language models through Microsoft-managed Azure OpenAI resources when they extend Copilot in Business Central. This approach eliminates the need for customers to independently get and manage Azure OpenAI subscriptions. Using the Business Central AI resources is the default and recommended approach. However, some partners or customers might have special requirements that require them to use their own Azure OpenAI subscription when running the feature in production or when developing and testing in sandboxes, which is also supported in the developer tools for Copilot in Business Central. Enabled for: Enabled for admins/makers/marketers automatically

ID: 577820 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Microsoft Edge: Extended Stable channel support for macOS

Organizations managing macOS devices will be able to select the Microsoft Edge Extended Stable channel, providing a slower 8-week major release cycle, compared to the two-week major release cycle for Stable.

ID: 577861 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Payables Agent – Agent can process vendor credit notes

Payables Agent can recognize a vendor credit note and produce a purchase credit memo and applies to the original invoice, using the same draft and task experience as invoices. Note: It does not have Return Order matching functionality.

ID: 577878 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Power Pages: Plugin support for GitHub Copilot CLI and Claude Code to create and edit traditional sites

The Power Pages plugin for GitHub Copilot CLI and Claude Code now supports creating and editing traditional (non-SPA) Power Pages sites. Developers can use natural-language prompts in their AI coding agent to create a new traditional site or download, inspect, and update existing site metadata such as web pages, web templates, content snippets, basic and multistep forms, lists, table permissions, web roles, and site settings, then upload changes back to their environment using the Power Platform CLI.

ID: 577900 Release: Power Pages – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Power Pages: Administration and governance – Manage external authentication providers with granular controls

Power Pages now lets you manage external authentication providers with environment-level governance controls and optional site-level exceptions. You can centrally enforce which identity providers (IDPs) are allowed across all sites in an environment, while still enabling site-specific flexibility when needed. Makers will only see and select from the approved IDPs when setting up authentication, ensuring consistent governance and alignment with enterprise security policies. To enable this feature, go to the Power Platform admin center. Navigate to Manage > Power Pages > Governance settings > Authentication providers. Here, you can configure allowed or restricted external IDPs, enable the control for environments, and manage exceptions for specific sites. Business Value: This feature gives you precise control over which external identity providers can be used on your Power Pages sites. It helps you enforce security, compliance, and privacy standards while maintaining flexibility for your team. Enabled for: Enabled for end users automatically

ID: 578062 Release: Power Pages – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: January CY2027

Dynamics 365 Business Central: Copilot and agents – Envision and design AI agents in Business Central

AI agents in Business Central Business Central introduces AI agents to help users automate repetitive tasks and make business processes more intelligent and efficient. These agents act as specialized assistants that understand context, handle structured data, and collaborate with users to complete end-to-end workflows. For example, the Sales Order Agent simplifies order creation by transforming natural language or email instructions into complete sales documents, while the Payables Agent streamlines vendor invoice processing by extracting key details from incoming invoices and matching them to purchase orders—all reducing manual effort and freeing users to focus on higher-value work. The agent runtime that powers these built-in agents provides core capabilities that enable the use of agentic AI within Business Central. AI agents are defined, configured, activated, and run directly inside the familiar Business Central environment—leveraging the same security model, administration tools, and user experience as the rest of the product. Results are displayed in-context, with intuitive navigation to related data and entities, allowing users to control the agents through the interface they already know. This consistency dramatically reduces the learning curve, builds trust, and ensures efficiency when working with AI agents. The agent runtime ensures that every step taken by an agent is traceable and operates strictly within the access boundaries (permissions) assigned during configuration. It provides a timeline view of all agent activities, allowing users to review what happened and why—enabling a true human-in-the-loop experience. The runtime can also memorize relevant data during execution, use it in subsequent steps, and request additional instructions in natural language when user input is needed. It helps ensure that sensitive operations always require explicit user review and consent, supporting full transparency and control. Business Central business processes are inherently multistep, stateful, and financially consequential. The agent layer must be able to interact with a broad set of ERP capabilities and data, sequence operations with a high degree of accuracy across dependent steps, handle the data respecting permissions, company, environment, and tenant boundaries, provide a contextual audit trail, and keep humans in the loop. Business Central agentic strategy intentionally separates deep, well controlled, in-context and transparent execution within the product from cross-system orchestration. Business Central agents form the foundational layer inside the product, exposing well-defined agent capabilities that in the future will be possible to surface as MCP tools and consume by Declarative Agents in Microsoft Copilot Studio and Microsoft 365. This layered approach enables Business Central-tuned, transparent, managed execution at the ERP core processes, while allowing higher-level Declarative Agents to orchestrate end-to-end business processes across products. Designing agents The new in-product experience for designing agents that automate Business Central processes is made available with AI Development Toolkit for Business Central. The experience offers a low-risk environment for envisioning and prototyping new AI agents tailored to your own business scenarios—extending the same agent runtime capabilities used by built-in Business Central agents. Built for rapid iteration, the designing experience lets you create and refine custom agents using natural language instructions, define their behavior, test agent profiles and permissions, and safely experiment with Business Central data in a sandbox environment. This approach empowers partner personas like consultants, product owners, and domain experts, as well as developers and even power users, to explore new scenarios, validate ideas, and build confidence in their agents before moving to production. Whether you aim to automate repetitive business processes, streamline data processing, or deliver proactive insights, the agent design experience gives you the tools to bring your vision to life. Agent instructions At the core of every agent are its goals and instructions, defined in natural language. Writing agent instructions is similar to writing prompts for large language models, so you can apply general prompt-writing best practices—and even use tools like Copilot to optimize them. The agent design experience includes a simple editor to help you define, refine, and test these instructions efficiently. Invoking your agent You can invoke your agent by manually creating a task for it. When doing so, you can include an additional message that provides specific details or context to complement the agent’s core instructions. Although the ability to design your own agents is in public preview, there aren’t yet any built-in integrations to automatically trigger these custom agents based on incoming emails, events, or scheduled recurrences (this can be done by professional developers using the APIs available in the AI Development Toolkit). However, you can simulate these scenarios by including the email header and body in the task message to mimic incoming emails, or by manually triggering the agent to emulate event, UI action, or time-based runs. Troubleshooting When running the agent tasks in the designing experience, you can access detailed diagnostic views to help you understand and tune the agent execution. Since an agent’s decisions depend on its instructions, available data, and language model reasoning, you can review execution logs to see its inputs, reasoning process, and outputs. This helps you identify where uncertainty occurred and why specific decisions were made to adjust your agent instructions. Importing and exporting agents To make it easy to back up or move custom agents across sandbox environments, the in-product experience allows you to import and export agent definitions. These definitions are stored as simple JSON files containing properties such as agent identity, instructions, assigned profiles, and permissions. We recommend storing these files in a source control system like GitHub to track changes and maintain version history. Responsible AI Agents built using the agent design experience adhere to Microsoft’s Responsible AI principles, helping you ensure agent compliance, fairness, and safety. Billing As with the built-in Sales Order and Payables agents, custom agents consume Copilot credits as they perform their steps. Credits can be provisioned through prepaid or pay-as-you-go models, providing flexible cost management as your AI usage scales. Business Value: Agents in Business Central are AI-powered team assistants that go beyond traditional automation. Unlike static workflows or hard-coded AL logic, agents can interpret high-level business goals expressed in natural language and translate them into actionable steps. They reason over Business Central data, make informed decisions within defined boundaries, and collaborate with users through human-in-the-loop approvals for critical operations. The benefits are substantial: agents reduce manual effort by automating repetitive or complex tasks, allowing users to focus on higher-value activities. They adapt to dynamic business scenarios that can’t always be anticipated during development, offering flexibility that traditional automation lacks. Most importantly, agents operate transparently: every action is logged, permissions are rigorously enforced, and users remain in control at all times. This combination of intelligence, adaptability, and accountability makes agents a cornerstone of the next generation of ERP experiences. With the agent design experience, we’re taking the first steps toward enabling you to build your own custom Business Central agents. Enabled for: Enabled by admins/makers/marketers for end users

ID: 578068 Release: Microsoft Copilot (Microsoft 365), Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: October CY2026

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

Secure a voice talent that will represent the voice of your brand. After obtaining explicit consent, gaining Limited Access approval through Microsoft’s Responsible AI practices, and building a custom voice model, it’s time to integrate with Dynamics 365 Contact Center. In the Copilot Service admin center, create a connection between Dynamics 365 and Azure. Navigate to Channels > Custom AI Voices > Connect custom voice. You’ll be prompted through a series of cascading dropdown boxes to select the speech resource and custom voice model to connect with. After the connection is established, you can create a voice channel for self-service and use the custom voice, like any portfolio voice. Business Value: Brand identity extends beyond visuals like logo, color, and typography, into voice. Custom neural voice enables enterprises to create a distinctive, natural sounding synthetic voice for contact centers. By training on approved human speech samples, organizations can deliver a natural sounding, one‑of‑a‑kind brand voice that preserves brand continuity, strengthens customer recognition, and elevates voice‑based experiences across AI‑powered agents and telephony interactions. Enabled for: Enabled by admins/makers/marketers for end users

ID: 578069 Release: Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Power Pages: Administration and governance – Configure site analytics and server logging

Gain insights into your Power Pages site with integrated telemetry and analytics. Use Application Insights to monitor page views, form interactions, session details, and client-side analytics. Detect server-side errors, performance issues, and access logs to resolve problems and optimize your site. To configure site analytics, makers must open the setup workspace and add the analytics provider script to enable traffic analytics. Business Value: You can monitor your Power Pages site traffic and user interactions with ease. Track page views, form interactions, and session details using client-side analytics. Gain insights into server-side errors and access detailed logs to quickly resolve issues and enhance site performance. Enabled for: Enabled by admins/makers/marketers for end users

ID: 578071 Release: Power Pages – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: February CY2027

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

The enhanced screen recording capability offers greater flexibility and control, enabling organizations to manage recording behavior with more precision. Key enhancements include: Access all recording settings and configurations from Customer Service admin center > Quality Management. Enable or disable screen recording using a dedicated toggle. Capture call audio alongside screen recordings. Turn off the red border displayed around representative screens during active window recording. Allow users with the screen recording supervisor role to play recordings within the Customer Service workspace. Business Value: You get more control over how your team captures and reviews screen activity. Role-based access makes it easy to decide who can view or download recordings, helping you stay compliant and maintain oversight. You can also play recordings directly in the Customer Service workspace, so investigations move faster. These updates cut rework, save time, and make coaching and performance reviews more effective. Enabled for: Enabled by admins/makers/marketers for end users

ID: 578074 Release: Dynamics 365 Customer Service – GCC Tags: April CY2027