Microsoft 365 Roadmap Updates

The Microsoft 365 Roadmap changes constantly. That’s why each week, Planet distills the updates simply and clearly to keep you “In The Know.”

Commercial Priority Update

Week of October 8, 2026

Microsoft Teams is introducing support for third-party synthetic audio and video detection, allowing organizations to integrate certified deepfake detection solutions directly into the meeting experience. When a detection solution identifies signs of manipulated or AI-generated audio or video, Teams surfaces warnings and risk indicators to meeting participants — helping users recognize potential impersonation attempts before acting on what they see or hear. For organizations where meeting security and identity trust are critical, this update adds a meaningful layer of protection against an increasingly accessible threat vector. The feature is currently in development and expected to begin rolling out in November 2026.

Commercial M365 Roadmap Updates

Find out what’s coming, what’s going, and what it means for you and your operations. View all Microsoft 365 roadmap updates for the week of October 8, 2026.

Microsoft Edge: Commercial Journeys – AI-powered task completion for Microsoft 365 Copilot users

Commercial Journeys helps information workers stay on top of their most important work when browsing in Microsoft Edge. Powered by AI, it proactively surfaces unfinished, new, and recurring tasks on the Copilot new tab page- with context-rich cards that explain why each task matters now. One click opens a guided execution flow that delivers ready-to-use outputs (emails, documents, presentations, and more), so users can complete their unfinished work faster with higher quality. This feature will be available to users with a Microsoft 365 Copilot Premium license in Edge.

ID: 561040 Release: Microsoft Edge, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Teams: Intelligent call delegation

Incoming Teams calls don’t wait for a break in your day. Intelligent call delegation provides AI-powered calling assistance so you can focus on the conversations that matter most. It answers calls and gathers context, helping you decide whether to pick up and engage the caller. It can also schedule follow-up appointments through an integration with Microsoft Bookings so you can reconnect with callers at a more convenient time.

ID: 565216 Release: Microsoft Teams, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Purview: Data Lifecycle Management – Ensure regulatory compliance by deleting inactive OneDrives and mailboxes for departing employees

Enables admins to delete both content and containers for departed users at scale thereby keeping your tenant compliant without any manual effort.

ID: 569721 Release: Microsoft Purview – GCC, GCC High, DoD Tags: December CY2026

Microsoft Copilot Studio: Persistent identity for Copilot Studio Agents

Makers can now give their Copilot Studio agents their own accounts, making it a governed Microsoft 365 identity for shared, collaborative business processes that spans across teams. With its own mailbox, Teams presence & Office access, the agent can collaborate where work happens while admins can control and govern its access, policies and use as its own first-class entity.

ID: 570430 Release: Microsoft Copilot Studio – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Work IQ: Custom agents + 3P calls

Enable Work IQ to invoke custom agents and agents that call supported third-party tools.

ID: 570853 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Work IQ: ExpandedContextIQ

Expand Context IQ so users can discover and select additional agents, skills, and content sources while composing prompts.

ID: 570854 Release: Work IQ, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Field Service: Track costs for non-billable field work

Organizations often use the same field teams for both customer work and internal operational work, such as maintenance, inspections, or asset-related activities that are not billed to an external customer. These scenarios still require scheduling, technician execution, and accurate tracking of the labor, materials, and other costs associated with the work. With this capability, Field Service Work Orders can be connected to a project that serves as the financial container for the work. Technicians continue to plan and execute through Field Service, while supported labor, material, expense, and other costs are captured against that project for centralized cost tracking. This gives organizations a consistent way to manage non-billable field work and understand its total cost without requiring a customer contract simply to connect the Work Order to a project.

ID: 570857 Release: Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Clipchamp: Copilot video creation updates

Copilot brings agentic video creation to Clipchamp Video Hub. Users can generate, edit, and refine videos from prompts—grounded in explicit documents or implicit WorkIQ knowledge. Preview and playback video directly in chat, then continue iterating towards a finished video.

ID: 570963 Release: Microsoft Clipchamp, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Purview: Information Protection-Auto-labeling scale increase for SharePoint and OneDrive

We are increasing the maximum auto-labeling capacity for SharePoint and OneDrive from 100,000 up to 500,000 files per tenant per day. This helps organizations label and protect more of their data at rest, faster, closing labeling gaps across existing content. With sensitivity labels and protection settings applied to more files sooner, organizations can better prepare their data estate for Microsoft 365 Copilot with greater confidence.

ID: 571309 Release: Microsoft Purview – GCC, GCC High, DoD Tags: November CY2026

Microsoft Copilot (Microsoft 365): Use Dataverse Business Skills in Sales Agent

Business Skills are natural language instructions authored and stored in Microsoft Dataverse that teach Sales Agent how work gets done within a specific organization. Business Skills enable organizations to create natural language instructions for Sales Agent to follow, which represent their business processes, policies, and business knowledge. Business skills can represent common sales workflows such as lead qualification, pipeline reviews, account planning, opportunity scoring, account brief creation, or organization-specific sales methodologies. Sales Agent uses the instructions in Business Skills to deliver responses that align with the customer’s business processes and guidance. Sellers can interact with Sales agent using natural language and receive responses that are guided by their organization’s Business Skills, following admin defined sales processes, applying company specific guidance, and surface insights that reflect how the organization operations. Administrators enable the required Dataverse capabilities, create and manage Business skills within Dataverse, and control Business skill access. Business skills can be authored using natural language instructions and associated with the organization’s CRM environment.

ID: 571394 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Dynamics 365 Field Service: Generate maintenance work orders within a configurable lead window

Business value Organizations can turn upcoming maintenance requirements into executable Field Service work without requiring planners to monitor every asset and create each work order manually. Generating work at a controlled point before it is due gives dispatchers time to secure technicians, skills, parts, and customer access while avoiding an unnecessarily large backlog of work created too far in advance. This connects long-range maintenance planning with day-to-day service execution and helps ensure that a valid maintenance requirement becomes actionable at the right time. Feature detail Configure a lead window that determines how far in advance an upcoming maintenance event should create a work order. When a scheduled or predicted event enters that window, generate the corresponding Field Service work order for the customer asset. Carry the relevant maintenance context into the generated work, including the maintenance activity and the information required to prepare and schedule service. Depending on the configured maintenance definition, this can include tasks, products, services, required skills, and expected duration. Work-order generation can operate from maintenance due through calendar recurrence, actual meter usage, or a projected usage date. The generated work remains connected to the originating maintenance event so planners can understand why it was created and prevent duplicate demand.

ID: 571666 Release: Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: February CY2027

Dynamics 365 Field Service: Automate optimizations with Scheduling Operations Agent

This release expands the optimization capabilities of the Scheduling Operations Agent to include the ability to create recurring optimizations on a schedule. The agent considers the availability of the resources, their current schedules, and unscheduled requirements. It suggests a schedule that honors configured constraints and optimizes it according to the selected goal. The agent automatically runs optimizations and applies the results on the configured schedule. New capabilities include: Configure optimization plans to run on a recurrence schedule. Add and weight additional objectives to optimization goals. These capabilities build on the existing public preview of the Scheduling Operations Agent and are automatically enabled for all organizations that have the agent enabled. Learn more at Scheduling Operations Agent overview.

ID: 571675 Release: Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Dynamics 365 Finance and Operations cross-app: Role-based access controls for ERP agents

Dynamics 365 ERP security administrators can apply additional, agent-specific security restrictions that take effect when a user accesses the ERP through an agent. Administrators define these restrictions using the existing security model — assigning roles, duties, and privileges that apply only to agent-initiated requests, scoped by legal entity — so that a user’s agent session can operate with narrower permissions than the same user holds when working directly in the ERP.

ID: 571677 Release: Dynamics 365 Finance and Operations cross-app – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: December CY2026

Dynamics 365 Customer Service: Service tools, skills and plugins are now available for Cowork, Code and Scout

The updated Service application brings Dynamics 365 Customer Service context, actions, and guided workflows into supported Copilot experiences, including Chat, Cowork, Code, and Scout. Customer service teams can work with service information and take supported actions in the flow of work, reducing the need to switch to Dynamics 365. First-party tools delivered through the Service package on Dynamics 365 MCP respect Dynamics 365 business logic and the user’s existing permissions on each call. The package provides a governed foundation for the supported tools and skills. Availability is tracked separately for each experience.

ID: 571678 Release: Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Edge: Updated performance information in tab hover cards

Microsoft Edge is updating tab hover cards to provide clearer information about tab memory usage and memory savings when inactive tabs are discarded. Users will also have separate settings for tab-preview images and memory-usage information.

ID: 571692 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Start side conversations during meetings

Keep collaboration moving without disrupting the main discussion. Start and continue one-to-one or small-group conversations directly from a meeting to ask questions, coordinate next steps, share information, and collaborate in parallel while staying engaged in the conversation, reducing context switching and helping teams stay focused and productive.

ID: 573156 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: November CY2026

Microsoft Teams: Impersonation Protection for Teams meetings

Impersonation Protection for Teams meetings helps users identify potentially deceptive participants and meeting organizers. When Teams detects a potential impersonation attempt, it surfaces warnings and risk indicators to help users recognize suspicious identities and make more informed decisions when joining or participating in a meeting.

ID: 573157 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

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

Business value Technicians do not always record booking completion at the moment work ends. They may update the booking later because of connectivity, customer-facing responsibilities, or end-of-day administration. When the later administrative action replaces the booking End Time, the recorded duration can extend beyond the work that was actually performed and affect downstream journals, time entries, labor costs, actuals, and work-order completion reporting. Field Service administrators can choose whether completion by the booked resource automatically changes the booking End Time. Organizations whose technicians complete bookings later can preserve the existing or explicitly supplied work end, helping booking duration and downstream time and cost records remain aligned with when the work occurred. Feature detail Use the organization-level Set End Time on booked resource completion setting in Field Service settings to control the automatic End Time update. With the setting set to Yes, which is the default, current behavior is preserved. When the booked resource completes a booking without supplying End Time, Field Service sets End Time to the completion time and recalculates Duration. With the setting set to No, Field Service preserves End Time and Duration when the booked resource completes the booking unless the completion request explicitly supplies a different End Time. Completion by another user or an integration continues to preserve End Time for either setting value. When the setting is No and the booked resource completes the booking, Field Service uses the retained or supplied End Time as the effective Completed booking timestamp. This keeps timestamp-derived booking journals and automatic time entries aligned with the recorded work end. Dataverse audit fields continue to show when the completion was submitted. The setting applies to future completion transitions and does not rewrite historical bookings. It does not change the booking-status lifecycle, invoice generation, or the existing Work Order Completed On calculation, which continues to use the latest eligible booking End Time.

ID: 573239 Release: Dynamics 365 Field Service – Worldwide (Standard Multi-Tenant) Tags: February CY2027

Dynamics 365 Finance and Operations cross-app: Migrate finance and operations environments from Lifecycle Services to Power Platform admin center

The self-service environment migration feature moves management of an existing finance and operations apps environment from Microsoft Dynamics Lifecycle Services to the Microsoft Power Platform admin center.

ID: 573244 Release: Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Project Operations, Dynamics 365 Commerce, Microsoft Dataverse, Dynamics 365 Finance and Operations cross-app, Microsoft Power Platform governance and administration – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Contact Center: Out of the box real time translation on digital channels

With this feature, users get an out-of-the-box solution for translation services, so they don’t need to bring their own web resources. Service representatives get updated feature usage with more configurations. They can tailor their conversations more accurately based on their existing skills and preferences. The feature is transparent yet modernized with new settings, making conversations easier to consume in a language of the representative’s choice. [Internal Note – ADO: https://dev.azure.com/dynamicscrm/OneCRM/_workitems/edit/6709713]

ID: 573245 Release: Dynamics 365 Contact Center – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Expense Agent – AI-Driven Approvals

Expense Agent can validate submitted expense reports against approval policies written in natural language and provide approvers with guidance during the review process. After an employee submits an expense report, the system evaluates both the overall report and the individual expense lines to detect potential policy violations, suspicious patterns, or situations that might require closer attention. This process supports policies that aren’t limited to exact thresholds or fixed numeric conditions, such as when business class travel is allowed, what qualifies as an appropriate business meal, or when exceptions to preferred hotel standards might be acceptable. The result is additional review context that helps approvers make better-informed decisions without replacing the final human approval step. By running policy validation after submission, the feature can apply controls at the level of a single expense line in the first release. The feature complements existing approval workflows by highlighting issues, providing context, and helping organizations enforce policy consistently while keeping approvers in control of the final decision.

ID: 573255 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Business Central: Expense Agent – Improve duplicates prevention

Expense Agent can identify and handle duplicated expense submissions. Key capabilities include: Enhanced duplicate detection that identifies expenses with matching or highly similar details, such as amount, date, merchant, receipt, or transaction information. Proactive guidance that alerts employees when it detects a potential duplicate expense in the current expense report, or one that is already posted. Reduced manual review effort by helping prevent duplicate claims from entering approval and reimbursement workflows. Improved expense data integrity through more intelligent validation and comparison of submitted expenses.

ID: 573258 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Business Central: Expense Agent – Use assigned projects only in the web app

Expense Agent web app now uses dedicated resource assignments for projects to determine which projects are available to each user when they create or manage expense entries. Key capabilities include: You can assign dedicated resources (employees) to the whole project or to the specific task. Display only projects or/and tasks where the user is assigned as a resource. Automatically filter project lists based on project-resource relationships. Reduce the risk of users selecting projects that aren’t relevant to their role or assignments.

ID: 573259 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Business Central: Expense Agent – Calculate and report VAT based on expense reports

Expense Agent supports automated VAT handling for expense reports, which can help simplify tax management and improve reporting accuracy. Key capabilities include: Automatic VAT Calculation: Expense Agent identifies VAT-relevant expense transactions and calculates applicable VAT amounts based on the information in submitted expense reports. VAT-Aware Expense Processing: VAT values are incorporated into the expense review and processing workflow, reducing the need for manual tax calculations. Enhanced VAT Reporting: VAT amounts captured from employee expenses are aggregated and reported, supporting financial reporting and tax recovery processes. Improved Compliance: Standardized VAT handling helps ensure that expense-related tax calculations apply consistently across the organization. Human in the loop: If the VAT calculation is enabled for expense reports, accountants must review VAT calculation and confirm that everything is correct before posting it.

ID: 573262 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Dynamics 365 Commerce: Add items to a transaction from the numpad

How it works ​ Quick add reuses the existing numpad on the transaction screen, so there is no new input control to learn and no additional space consumed in the transaction grid. ​ The associate enters a full or partial item number on the numpad. On an exact match, the item is added directly to the transaction. On a partial match, instead of navigating to the search results page, an inline dialog opens on the transaction screen listing the matching products. The associate adds an item directly from that inline list using Add to sale. ​ If a selected product requires variant selection such as size or color, the variant selection dialog is invoked inline before the item is added. Quick add is optimized for fast, SKU-based matching and is intentionally distinct from global search, which remains the tool for exploration and rich product discovery. ​ Inline result experience ​ Partial matches are shown as a list on the transaction screen, each row offering an Add to sale action. Results do not navigate to the product page by default, keeping the associate in context. ​ Platform behavior ​ Desktop and mobile behave consistently: exact matches add directly, partial matches show inline results. On mobile, the full-screen numpad follows the same logic. ​ Entry point ​ Quick add is triggered from the existing numpad on the transaction screen. There is no separate text input field, avoiding redundancy with global search and preserving screen space. ​ Enabling the feature ​ Application: Store Commerce (Point of Sale). Quick add builds on the numpad entry experience already present on the transaction screen. ​ Dependencies ​ Reuses the inline variant selector common control, shared with the Bulk add experience. Quick add and Bulk add are companion features; Bulk add covers pasting a full list of items, while Quick add covers fast single-item entry from the numpad. ​

ID: 573276 Release: Dynamics 365 Commerce – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Outlook: Draft, edit and format emails conversationally with Copilot in Outlook

In Outlook, Copilot now works side by side with users to draft, refine, and format emails conversationally, powered by the same agentic capabilities available in Word, Excel, and PowerPoint.

ID: 573280 Release: Outlook – GCC, GCC High, DoD Tags: November CY2026

Dynamics 365 Business Central: Expense Agent – Calculate withholding tax automatically in expense reports

Organizations can automatically calculate employee withholding taxes (WHT) as part of the expense report process. When employees submit expenses that are subject to withholding tax requirements, the system applies the appropriate tax calculations directly within the expense report workflow. Key capabilities include: Automatic withholding tax calculation for employee expense transactions that require tax deductions. Calculate single or multiple withholding taxes for each category, based on you setup. Calculations can also be simple or compound. Calculate thresholds based on different periods for records, documents, categories (period accumulation), and total (period accumulation). Base calculations on gross or net amounts.

ID: 573304 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Dynamics 365 Business Central: E-Documents – Exchange EDI documents

This feature extends the E-Documents framework to support Electronic Data Interchange (EDI), which enables organizations to exchange business documents electronically with vendors and partners using widely adopted industry standards. Key capabilities include: Leverage the existing E-Documents framework as a unified platform for managing electronic document exchange. Enable organizations to send and receive structured business documents without relying on paper-based or manual processes. Exchange documents using Peppol BIS 3, which is an often used for electronic procurement and invoicing, but also opened for adding new formats based on local or customer standards. Support order exchange, and sending remitannce advices, and is open for additional document types. Facilitate standardized document exchange between organizations and vendors. Automate the generation, transmission, and processing of electronic business documents. Align with regulatory, industry, and partner requirements for electronic document exchange. By bringing EDI capabilities into e-documents, organizations can modernize their supply chain and procurement processes while using a consistent, scalable approach to electronic business communication.

ID: 573305 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: April CY2027

Dynamics 365 Business Central: Finance – Calculate multiple excise duties per item

This feature enhances excise tax management by allowing multiple excise duty definitions to be associated with a single item and calculated during transactions. Key capabilities include: Assign multiple excise duty configurations to the same inventory item (i.e, item is liable for both plastic and sugar tax). Automatically calculate all applicable excise duties during purchasing and vendor-related transactions. Support complex tax scenarios where products are subject to more than one excise levy. Reduce the need for manual workarounds, customizations, or separate item records to represent different tax obligations. Improve tax accuracy and consistency across purchasing, inventory valuation, and financial reporting processes. With this enhancement, businesses can model real-world excise tax structures more effectively while maintaining compliance with local regulatory requirements. The system aggregates and applies all configured excise duties for an item, ensuring that tax amounts are calculated consistently and transparently throughout the transaction lifecycle.

ID: 573306 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Finance – Vendor specific number series for Self-billing Invoices

Organizations that use self-billing often need to follow supplier-specific invoicing requirements, including unique numbering conventions. With this enhancement, users can define and assign dedicated number series for self-billed purchase invoices on a per-vendor basis. Key capabilities include: Set up a unique number series for individual vendors that participate in self-billing arrangements. Automatically apply the vendor-specific number series when creating self-billed purchase invoices. Maintain separate invoice numbering sequences across different suppliers. Improve compliance with vendor agreements and local business requirements that mandate specific invoice numbering practices. Reduce manual intervention and the risk of numbering errors during invoice generation.

ID: 573307 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Dynamics 365 Business Central: Finance – Use withholding taxes (WHT) with employee transactions

This feature extends withholding tax capabilities to include employee transactions. The feature supports scenarios where employee-related payments or reimbursements are subject to withholding tax requirements and ensures that you accurately process the transactions in the financial system. Key capabilities include: Apply withholding tax rules to employee transactions. Automatically calculate withholding tax amounts based on configured tax setups. Maintain consistent tax treatment across vendor and employee transaction processing. When someone creates an employee transaction, the system finds the applicable withholding tax configuration and applies the relevant withholding tax treatment. This capabililty enables organizations to meet local tax requirements for employee-related payments while keeping financial records accurate and compliant.

ID: 573308 Release: Dynamics 365 Business Central – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Teams: Third-party synthetic audio and video (deepfake) detection in Microsoft Teams

Organizations can enhance meeting security with synthetic audio and video (deepfake) detection solutions provided by certified third-party providers. Third-party detection solutions analyze meeting media for signs of synthetic or manipulated audio and video and send detection signals to Teams, enabling integrated in-meeting experiences and controls. Important: Synthetic media detection is performed by the third-party provider. Microsoft Teams provides the platform integration and experiences for surfacing and acting on detection signals from supported providers.

ID: 573451 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Onboarding workflow for new team members

Help people get started faster by automatically connecting new team members to relevant channels when they join a team. Improve engagement, accelerate onboarding, and make it easier to discover important information from day one.

ID: 573452 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: November CY2026

Microsoft Teams: Local PTZ for Microsoft Teams Rooms on Windows

Microsoft Teams Rooms on Windows will provide native Pan-Tilt-Zoom (PTZ) controls for connected cameras that support this capability, whether the camera moves a physical lens or adjusts the image digitally. Controls are available when Teams Rooms can confirm the camera isn’t independently framing the room.

ID: 409534 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: September CY2026

Microsoft Teams: Language selection by users in Teams Rooms on Android

Users can now choose their preferred meeting language in Teams Rooms on Android. Select from up to 69 languages using the language button on the console. The room system must restart after a language is selected.

ID: 565425 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Purview: Permissions audit log improvements

Improving permission checks when users access the Microsoft Purview portal. Enhanced audit logs will provide clearer visibility into role and scoped-role access decisions, helping administrators troubleshoot access issues and monitor authorization outcomes.

ID: 569363 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Viva: Viva Glint – Configure user and survey data retention for deleted users in Viva Glint

With the new control in Viva Glint, service administrators can now configure whether to retain or delete survey and relevant indefinable user data for users who are manually deleted from Glint or deleted via the signals received via Microsoft Entra. This will ensure that the consistency of previously generate Glint survey reports is retained and user data is handled in accordance with the relevant organizational policies. We will also process the delete signals received via Microsoft Entra and handle the corresponding user data retention or deletion as per our terms of service.

ID: 560548 Release: Microsoft Viva – Worldwide (Standard Multi-Tenant), GCC Tags: September CY2026

OneNote: Multimodal capture in Copilot Notebooks (Android)

Multimodal capture enables users to transcribe audio, take images, and type notes in a single session. Copilot then creates a structured Copilot Page with insights and user-captured content, saved to a user-selected Copilot Notebook. Designed for capturing offline work moments—including in-person conversations, whiteboard sessions, and personal notes. This capability is already generally available on OneNote for iPhone and iPad.

ID: 567895 Release: OneNote, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft 365: [Education] Assign Different Content to Learning Groups in a Single Assignment

Enable educators to assign different content (attachments, resources, instructions) to different Individual Groups within a single Assignment. Today teachers must create separate assignments to differentiate — one for advanced readers, another for struggling students, etc. This feature collapses that into one assignment with group-specific content mapping. Key capabilities: Map different content to different Individual Groups within one Assignment Students only see content assigned to their group Clear group-to-content mapping visible to the educator before publishing Differentiated content does not change submission or grading behavior Content created using existing Assignment resource workflows (no new content surfaces) #education

ID: 568369 Release: Microsoft 365 – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Copilot Studio: Agent Readiness in Microsoft Copilot Studio

Agent Readiness gives makers a real-time, always-visible health check for their Copilot Studio agents. A single “Review” indicator in the build experience surfaces anything blocking or at risk — from policy restrictions to missing evaluations — before it derails a publish. Blocked capabilities are grayed out up front with a clear reason, so makers never waste time configuring something that was never going to work.

ID: 568762 Release: Microsoft Copilot Studio – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Planner: Refreshed experience and new capabilities

Microsoft Planner will be updated with a cleaner, more modern interface, improved navigation, responsive layouts, and a more consistent experience across Planner in Teams and Planner for the web. This update also introduces Goals in basic plans.

ID: 568791 Release: Planner – GCC Tags: September CY2026

Planner: Refreshed experience and new capabilities

Microsoft Planner will be updated with a cleaner, more modern interface, improved navigation, responsive layouts, and a more consistent experience across Planner in Teams and Planner for the web. This update also introduces Goals in basic plans.

ID: 568792 Release: Planner – GCC High Tags: September CY2026

Microsoft Teams: Use Copilot Chat after a call in Queues app

After a recorded call is completed, use Copilot in the Queues app to quickly catch up on key details, uncover insights, and resolve customer issues faster without having to manually search through a transcript or listen back to a recording. Navigate to the unified call history in the Queues app, select the recorded call record, and launch the Copilot Chat sidecar from within the Recap tab. You can then ask Copilot to generate a summary or answer questions about specific details related to the call.

ID: 568933 Release: Microsoft Teams, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Dynamics 365 Business Central: Apply line discounts and fees on contract lines

This feature lets you define discount and fee percentages on a quotation or contract line. When a transaction is generated and approved, the system applies the discount or fee, updates actuals, and applies the amounts during invoicing. A discount reduces the line total, while a fee increases it. Quotation values carry over to contract lines.

ID: 573311 Release: Dynamics 365 Project Operations – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Dynamics 365 Sales: Sales tools, skills and plugin are now available in Copilot Cowork

The updated Sales plugin brings expanded Dynamics 365 Sales context, actions, and guided workflows to Copilot Cowork, building on the native Sales skills already available in Cowork. Sellers can work with sales data and take supported actions directly in the flow of work, reducing the need to switch to Dynamics 365 Sales. The native Sales skills invoke tools published through the Dynamics 365 MCP server to retrieve sales context and perform supported actions in Dynamics 365 Sales. These native Sales skills are included in the Sales plugin, which will be delivered through the updated MOS package for the Sales app, providing administrators with a governed way to deploy and manage the capabilities.

ID: 573373 Release: Dynamics 365 Sales – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Dynamics 365 Customer Service: Service tools, skills and plugins are now available for Code

The updated Service application brings Dynamics 365 Customer Service context, actions, and guided workflows into Code. Customer service teams can work with service information and take supported actions in the flow of work, reducing the need to switch to Dynamics 365. First-party tools delivered through the Service package on Dynamics 365 MCP respect Dynamics 365 business logic and the user’s existing permissions on each call. The package provides a governed foundation for the supported tools and skills in Code.

ID: 573381 Release: Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Dynamics 365 Customer Service: Service tools, skills and plugins are now available for Scout

The updated Service application brings Dynamics 365 Customer Service context, actions, and guided workflows into Scout. Customer service teams can work with service information and take supported actions in the flow of work, reducing the need to switch to Dynamics 365. First-party tools delivered through the Service package on Dynamics 365 MCP respect Dynamics 365 business logic and the user’s existing permissions on each call. The package provides a governed foundation for the supported tools and skills in Scout.

ID: 573382 Release: Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Dynamics 365 Contact Center: Quality evaluation – Specify who to evaluate in conversations

Participant evaluated” lets users choose who to evaluate within a conversation transcript for quality evaluation.Users can select Participant evaluated to choose the scope of the evaluation: Entire record, Current owner, or IVR/Bot. By default, “Entire record” evaluates the full conversation transcript, including all participants. Current owner evaluates the current conversation owner, defined as the last conversation owner. IVR/Bot evaluates only the automated IVR or bot portion of the conversation. This option is available when running an on-demand evaluation from both the conversation list view and from the evaluation plan.

ID: 573383 Release: Dynamics 365 Contact Center, Dynamics 365 Customer Service – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Teams: Interactive Agents for Teams Meetings and Calls

After further review, we are not able to continue rolling this out at this time. We apologize for any inconvenience. Introducing a new feature that brings interactive agents into your Teams meetings and 1-on-1 calls. Engage with agents as a group or privately, with zero state prompts and history support for seamless interactions. Currently, only agents built on Copilot support sessions, meaning they can remember the context of previous interactions within the same session for more relevant responses. Custom agents do not yet have session support. All agents from BizChat/Copilot Studio are now available for use in your meetings and calls. This feature allows secure testing and iteration, inviting colleagues for feedback without affecting sensitive data or production channels. Updated August 17, 2026: We have decided not to move forward with this change at this time. We apologize for any inconvenience.

ID: 490564 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Copilot (Microsoft 365): Proactive push notifications for the Microsoft 365 Copilot mobile app

The Microsoft 365 Copilot mobile app will proactively send push notifications for common productivity workflows like ‘Your Day at a Glance’ and ‘Items waiting for you’, which send users to the respective Copilot response when opened. This feature taps into your Copilot Memory and will be available for users with Microsoft 365 Copilot licenses and can also be accessed once opening the Microsoft 365 Copilot app. Updated August 26, 2026: We have decided not to move forward with this change at this time. We apologize for any inconvenience.

ID: 560339 Release: Microsoft 365 app, Microsoft Copilot (Microsoft 365) – GCC, GCC High, DoD Tags: September CY2026

Microsoft Edge: Work Search Banner for Google

When a user performs a search on google.com from a work profile, Microsoft Edge can detect whether organization-specific results are available for that query. When relevant results are found, a banner is shown with a link to explore those work results with Microsoft 365 Copilot. This builds on the existing experience already available on Bing and extends it to Google, helping users seamlessly access work-related information regardless of their search engine. Admins can control access to this feature using the EdgeWorkSearchBannerEnabled policy. Note: We have made the decision to cancel this planned release. We apologize for any inconvenience this may cause.

ID: 560823 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Purview: Data Lifecycle Management – Insights and policy recommendations on Microsoft Copilot and AI Apps interactions for better Data Security and Compliance posture

Provide insights on Copilots and AI Apps usage and recommend retention policies for customers to govern their Copilots and AI App interactions. Updated September 15, 2026: We have decided not to move forward with this change at this time. We apologize for any inconvenience.

ID: 561209 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: September CY2026

Microsoft Copilot (Microsoft 365): Engage prospects faster with Sales Agent-enriched leads

To reach their sales goals, sales teams need to constantly generate enough pipeline. They need to decide which inbound leads to engage. This decision takes a lot of time because sellers must sift through large amounts of data across tools and data sources. This data includes information from internal systems like their CRM and external resources like the web and third-party data services. Sales Agent handles the work of reviewing every available data source to create a comprehensive summary for each lead. As a seller, you can quickly decide whether to engage with a prospect or pass on them. Sales Agent reviews every lead in your queue and gathers information. It synthesizes insights that are specific to your business. At a glance, you can see if a lead is worth reaching out to and what they’re interested in. Use this information to personalize your engagement with the prospect. With Sales Agent, you spend less time and get higher response rates, leading to a larger, more qualified pipeline. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.

ID: 567000 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Copilot (Microsoft 365): Add custom insights to record summaries in Sales agent

Sales agent gives you strong CRM-based account and opportunity summaries, but important context is often spread across non-CRM systems. With this capability, you can add insights from any application to enrich account and opportunity summaries in Sales agent, so sellers get a unified view of their accounts and deals in one place without switching applications. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.

ID: 567002 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Microsoft Copilot (Microsoft 365): Enrich Sales agent meeting prep with more data sources

Walking into a customer meeting with incomplete context can mean missed risks, overlooked issues, and conversations that fall flat. With access to richer data, like service tickets, directly in your meeting prep, you can spot open issues and opportunities before the conversation starts. This insight helps you engage more meaningfully, build stronger relationships, and drive better sales outcomes. UPDATE: This roadmap item is no longer accurate and will be removed from the roadmap. We apologize for any inconvenience.

ID: 567003 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: March CY2027

Microsoft 365: [Education] Control access to Learning Activities and Teach

IT administrators can manage access to Learning Activities and Teach from the Microsoft 365 admin center. Configure Learning Activities separately for educators and for students ages 13 and older and enable or disable Teach for educators to align AI experiences with your organization’s policies and deployment readiness. This roadmap item is no longer accurate and is being removed from the Public Roadmap, we apologize for the inconvenience. #Education

ID: 568370 Release: Microsoft 365 – Worldwide (Standard Multi-Tenant) Tags: September CY2026

The Planet Way

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Planet Technologies was built around developing long-term relationships with our partners. We pride ourselves on working hard to keep our staff trained on the latest technologies, policy, and operational issues impacting today’s public and private sector environments. Being an expert on the technology we support is the first step, but more importantly is understanding your business mission and integrating technology into a long-term strategic plan.