![\"Insights](\"media/customerknowledgemanagementinsights22.png\" "\\"Insights")
As a seller, you want chat systems to understand not only general inquiries but also your organization’s unique language and business nuances. You need a solution that accurately interprets industry terminology and delivers relevant, context-specific responses. Consistency and accuracy in responses are essential, making the chat system a dependable tool for daily operations. With a glossary solution in Microsoft Copilot Studio, admins can integrate business-specific terms so you receive precise answers to your questions.
A glossary helps Copilot understand and use business-specific terms accurately, ensuring responses are consistently relevant to your context. This feature improves efficiency in closing deals because you can easily access information with familiar terminology. You can address concerns, gather relevant facts, and answer questions quickly, which streamlines the path to a successful deal.
", "Feature details": "With this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/21/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get new features faster with monthly channel", "Investment area": "Administration and extension experiences", "Business value": "Organizations that rely on semiannual releases for major changes might limit the speed of innovation and delay access to newer features. When you enable this feature, you enable the Sales Hub app for the monthly release channel, so you can update it every month. This frequent update cycle ensures the Sales Hub app gets the latest generally available features as quickly as possible. With this feature, you stay at the forefront of innovation and continuously improve your workflows.
", "Feature details": "With this feature, the out-of-the-box Sales Hub app that Microsoft ships uses the monthly channel instead of the semiannual channel. With this change, you get new features every month instead of waiting for the semiannual releases. For more information about features that ship in the monthly channel, see Monthly channel release notes for model-driven apps.
Release channel configuration provides three options: Auto, Monthly, and Semiannual. Currently, the default value for the Sales Hub app is Auto. With 2024 release wave 2, the release channel for the Sales Hub app changes from Auto to Monthly. To continue using the semiannual channel, set the app release channel to Semiannual before October 2024. To enable the monthly channel for other model-driven apps, set it manually.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/21/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0eaaff2b-cd56-ef11-a317-0022482822d9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Transform decision-making with sales research agent", "Investment area": "Business research", "Business value": "As a sales leader, it can be hard to see the state of your business. You might find yourself chasing your team for updates and spending days gathering data without getting the full picture.
With the sales research agent in Dynamics 365 Sales, you can use natural language to start a dialog with your data or pick from AI-suggested topics. This dialog helps you gain a deep understanding of the sales performance of your team, territory, and product portfolio.
You can access the research workspace directly from within Dynamics 365 Sales, where you're already connected to your sales data. When you ask a research question, the agent creates a research plan. It then gathers, analyzes, and transforms data into meaningful research outputs. These outputs are tailored to your context, business domain knowledge, and deep understanding of the business data. You receive comprehensive, AI-generated research blueprints.
The sales research agent brings back not just answers but suggestions for where to go next. You can effortlessly build multibranch research journeys and zoom into any research finding to explore the output from different angles using the AI cursor, a new AI-powered, context-aware approach to engaging you in the research journey. You can even augment your research by uploading data files from external sources such as HR or e-commerce to provide additional context and richer outcomes by building a comprehensive understanding of your business.
", "Feature details": "As a sales manager, you can:
The sales research agent is initially available as part of the AI Accelerator for Sales offer only.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"a4228297-34f6-ef11-be20-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/30/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Explore complex sales insights with Sales Research Agent", "Investment area": "Business research", "Business value": "Sales Research Agent in Dynamics 365 Sales empowers you to explore complex business questions through natural language conversations with your data. It leverages a multimodal, multimodel, and multi-agent architecture to reason over intricate, customized schemas with deep sales domain expertise. The agent delivers novel, decision-ready insights through narrative explanations and rich visualizations tailored to the specific business context.
For sales leaders, this means the ability to self-serve on real-time trustworthy analysis, spanning CRM and other domains, which previously took many people days or weeks to compile, with access to deeper insights enabled by the power of AI on pipeline, revenue attainment, and other critical topics.
", "Feature details": "As a sales manager, you can now:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Streamline sales process with sales document summary", "Investment area": "Copilot and AI innovation", "Business value": "As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs according to the BANT (Budget, Authority, Need, and Timeline) framework.
", "Feature details": "As a seller, use Copilot chat to:
Watch the demo to learn how to use the feature.
This feature is automatically enabled with Copilot in Dynamics 365 Sales. For more information about enabling Copilot in Dynamics 365 Sales, see Turn on and set up Copilot in Dynamics 365 Sales.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/05/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"539d4a44-e0e5-ee11-904d-002248255fa9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Streamline data entry with smart paste", "Investment area": "Copilot and AI innovation", "Business value": "As a sales team, you often spend a significant amount of time on manual data entry, like copying information from emails, business cards, or web forms into your CRM. This process not only reduces your available time but also takes time away from high-value selling activities, such as engaging with prospects and closing deals.
Smart paste helps you eliminate that busywork. It uses AI to analyze what you copy to your clipboard, identify key details, and automatically fill them into the right fields. Whether it's content from an email or a business card, smart paste updates the form for you, so all you need to do is review and save the lead or contact. It reduces manual effort, speeds up data entry, and keeps you focused on what matters most: selling.
", "Feature details": "As a seller, you can:
For more details and timelines, see the Power Apps release plan: Fill forms faster with smart paste
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"41e73b47-b5db-ef11-a730-7c1e527e6b79", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Maximize sales success with AI-suggested past successful deals", "Investment area": "Copilot and AI innovation", "Business value": "As a seller, you can tap into the collective intelligence of past successful deals. By suggesting similar opportunities, this feature streamlines the decision-making process and enhances the chances of closing deals swiftly. You can gain valuable insights from your own successes, harness industry-specific knowledge, and make informed decisions, ultimately boosting sales effectiveness. By leveraging AI suggestions, you can enhance your strategic approach, increase efficiency, and boost your win rates.
", "Feature details": "As a seller, you can view opportunity suggestions based on:
As a seller, you often struggle with writing effective emails to communicate with your customers. You might face challenges such as not knowing how to structure your emails, which information to include or exclude, or how to strike the right tone. This struggle can lead to poor customer engagement, lost sales, and damage to your brand image. Although organizations try to use templates, most of the emails you send can't be standardized, so templates aren't very useful in these scenarios.
Email assistance can provide tremendous value by addressing these challenges. As a language model trained on a vast collection of text, Copilot can generate personalized, high-quality emails that meet the specific needs of each customer. By using natural language processing (NLP) algorithms, Copilot helps you craft clear, concise, and compelling emails that resonate with your audience. This approach leads to improved customer engagement, increased sales, and an enhanced brand reputation. You can adjust the tone and length of the message to better resonate with customers and foster stronger connections. You can also customize the suggested content before you send it.
", "Feature details": "Copilot helps you spend less time composing emails. With this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/30/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Ask questions from sales documents in your preferred language", "Investment area": "Copilot and AI innovation", "Business value": "In sales, seamlessly engaging with customers across linguistic boundaries is essential.
With the latest updates to Copilot in Dynamics 365 Sales, you can rely on Copilot to read documents in various languages and provide answers in your preferred language. This enhancement enables you to quickly access information from multilingual sources without language constraints, so you can maintain a consistent workflow in your chosen language.
By bridging language differences in the background, this feature helps you deliver a smooth, personalized customer experience that fosters better understanding and drives sales success. Now, you can focus on connecting with customers while Copilot manages the language nuances for you.
", "Feature details": "As a seller, you can get answers to your questions from SharePoint documents in your preferred language. Copilot searches all SharePoint files that you access and translates the answers from the documents into your preferred language.
Copilot can answer questions from documents in the following languages:
This feature is automatically enabled with Copilot in Dynamics 365 Sales. For more information about enabling Copilot in Dynamics 365 Sales, see Turn on and set up Copilot in Dynamics 365 Sales.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/29/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f2ce88d4-c79c-ef11-8a69-7c1e525799fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Know your account better with AI-generated account summary", "Investment area": "Copilot and AI innovation", "Business value": "In the fast-paced world of sales, sellers often work on multiple accounts at the same time. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, sellers can access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, and the latest news about an account through the power of AI.
Sellers no longer need to spend excessive time sifting through scattered information or manually compiling account details. They can quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted way.
", "Feature details": "With these enhancements, sellers can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get 360-degree view with account AI-generated summary", "Investment area": "Copilot and AI innovation", "Business value": "In the fast-paced world of sales, you often work on multiple accounts at the same time. It can be challenging to stay on top of all your accounts and efficiently gather relevant information. With the Account summary feature, you can access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This feature enables you to quickly research an account.
You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.
", "Feature details": "As an admin, you can:
As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Use Sales agent in Microsoft 365 Copilot inside Dynamics 365", "Investment area": "Copilot and AI innovation", "Business value": "Sales agent in Microsoft 365 Copilot simplifies how you find, understand, and act on sales information. You can use natural language to retrieve data across CRM and productivity tools, analyze it, and turn it into insights, without changing where you work.
You can access Microsoft 365 Copilot and Sales agent from inside your Dynamics 365 sales applications, giving you a single, consistent Copilot experience grounded in both CRM data and Microsoft Graph. Whether you’re working in Outlook, Teams, or Dynamics 365, you get the same Sales agent capabilities and shared context in Copilot chat. The agent understands where you’re working and brings together relevant Dynamics data (such as opportunities and contacts) with Microsoft 365 data (such as emails, meetings, and calendars) in one conversation, so answers are more complete, relevant, and actionable.
", "Feature details": "Sales agent gives you a conversational way to access sales information that lives in different apps. This information includes customer and deal data in CRM, meetings in Teams, and much more. Use natural language to search through the data, summarize the information, and run analysis that combines data from different sources.
As an admin, you can:
As a seller, you can use Sales agent to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Accelerate lead qualification with custom research in Sales Qualification Agent", "Investment area": "Copilot and AI innovation", "Business value": "Sales Qualification Agent qualifies the best-fit leads for your sales team by researching company overviews, finances, news, and competitor details using CRM records and public data. Depending on your business, however, your sellers may need additional insights about the lead's company, such as their past spend from your internal billing data, or financial reports sourced from a country/region-specific data source. With this enhancement, Sales Qualification Agent can be easily configured to research and synthesize these insights and the data source from which they should be obtained.
This level of customization helps your sellers get insights that enable them to effectively understand and engage with each lead. With custom knowledge sources, research is enriched with authenticated, organization-specific data—such as regulatory filings, proprietary databases, or curated third-party subscriptions. This delivers deeper, context-rich insights aligned to the sales motion. This not only saves hours each week for your sellers who no longer have to context- switch and go to multiple sources to assess each lead but also ensures that only the best leads are qualified from higher fidelity of insights.
", "Feature details": "As an administrator, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Accelerate data entry using form fill assist toolbar", "Investment area": "Copilot and AI innovation", "Business value": "Sales teams often deal with large volumes of lead and contact data from sources like business cards, web forms, and scanned documents. Manually entering this information into Dynamics 365 Sales is time-consuming, error-prone, and takes away from high-value selling activities like engaging with customers and closing deals.
As part of Copilot’s form fill assistance initiatives, the form fill assist toolbar supports uploading of files, emails, and images, helping eliminate this manual data entry work. It uses AI to extract key details such as names, phone numbers, addresses, and company info from uploaded content, and intelligently maps them to the right fields in the sales form. This capability streamlines data entry, reduces errors, and helps you stay focused on selling.
", "Feature details": "As a seller, you can:
For more details and timelines, see the Power Apps release plan: Enhanced experience for form filling with Copilot
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ee9f9691-931b-f011-998a-6045bda94eab", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Boost decision making by using Visualize with Copilot", "Investment area": "Copilot and AI innovation", "Business value": "Sales teams often rely on dashboards, static charts, or external tools like Power BI to make sense of their sales data in Dynamics 365 Sales. Switching between views or analyzing raw data manually can take extra time, disrupt daily workflows, and delay decision-making.
As part of Copilot’s productivity capabilities, smart charts enable sellers to generate real-time visualizations directly within their workflow. Using AI, these charts help you uncover trends, patterns, and relationships in tabular data, making it easier to interpret data, act on insights faster, and stay focused on closing deals.
", "Feature details": "As a seller, you can:
For more details and timelines, go to the Power Apps release plan: Visualize the data in your view easily with Copilot
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/21/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b666a25e-b5db-ef11-a730-7c1e527e6acf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Find, filter, and sort using natural language with smart grid", "Investment area": "Copilot and AI innovation", "Business value": "Sales teams often spend valuable time navigating through long lists of leads and opportunities to find the most relevant ones. Traditional filtering methods can be slow and require navigating complex filter menus. This disruption in focus slows decision-making.
Smart grids, part of Copilot’s workflow efficiency toolkit, simplify this process by letting you filter, find, and sort data using natural language. Just type a query in natural language in Copilot Search, and Copilot instantly applies the right filters and updates the grid. You see exactly what criteria are used and can clear them all with one click. With smart grids, you get to insights faster, make smarter decisions, and stay focused on closing deals.
", "Feature details": "As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get embedded experience for Copilot summaries", "Investment area": "Copilot and AI innovation", "Business value": "The Copilot summary for Opportunity, Lead, and Account gives sellers instant, AI-generated insights so they can quickly get up to speed, understand deal context faster, and spend less time searching through data.
The new in-form banner experience brings key information right to the top of the record, so sellers don't need to open the Copilot side pane. With this change, sellers stay in the flow of work, focus on what matters, and drive more productive customer engagements.
When you use Dynamics 365 Sales, this feature will be enabled by default for Opportunity, Lead, and Account summary from Copilot.
", "Feature details": "As a seller, you see an AI Summary banner at the top of your Lead, Opportunity, and Account forms. You can view a high-level summary and a detailed summary of your records. The summarization capabilities stay the same, with the following actions still supported:
You'll get the new experience as part of the 2025 release wave 2 updates for Dynamics 365 Sales:
Sellers will start seeing the new in-form banner without any extra clicks.
", "Enabled for": "Users, automatically", "Early access date": "07/28/2025", "Public preview date": "", "GA date":"09/26/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0ca93a40-2642-f011-b4cb-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Connect AI agents to sales workflows using Model Context Protocol server", "Investment area": "Copilot and AI innovation", "Business value": "Whether you're a developer building an AI agent to automate part of the sales workflow or a seller using AI assistants such as ChatGPT and Claude to get work done, you can now connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol (MCP) server.
For developers, this capability means no more complex integrations. AI agents can retrieve, update, and act on CRM data, automate tasks like qualifying leads or sending emails, and handle business processes without custom code.
For end users and sellers, this capability means they can use their favorite AI assistant, such as Claude or, in the future, ChatGPT, to get their work done - prioritizing leads, engaging them with personalized emails, generating quotes, and closing deals. They connect their assistant to Dynamics 365 by installing the MCP server just as easily as installing a new mobile app.
Finally, agents and assistants can use Copilot in Dynamics 365 Sales in their workflow, starting with getting summaries and drafting emails. Additional operations are coming soon.
", "Feature details": "The MCP Server exposes the following tools initially, with more tools coming soon:
Use Microsoft Copilot Studio to build custom agents for sales teams that include the Dynamics 365 Sales MCP server or connect Dynamics 365 with any other agent platform that supports the MCP protocol. By using the Dynamics 365 Sales MCP server in combination with MCP servers from other business applications such as Customer Service and ERP, you can automate complex cross-functional business operations with ease. For example, a quote can be generated through the Dynamics 365 Business Central MCP server for each lead that confirms interest after being engaged with the Dynamics 365 Sales MCP server. Then, a support ticket on the order can be processed using the Dynamics 365 Customer Service MCP server.
Here are examples of agents you can build with these MCP tools:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/10/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Enhance customer interactions with auto-linked CRM data", "Investment area": "Lead management", "Business value": "Although most companies generate a sizable amount of new business from existing customers, only a small fraction of new leads link to existing CRM data. This disconnect results in incomplete context, missed insights, and subpar customer experiences, as sellers and AI agents lack critical information for effective interactions.
Sales Qualification Agent in Dynamics 365 Sales now finds and auto-links a matching contact and account for each lead it researches, so it can process information not only from the lead but also from the linked records, which enhances research outcomes and improves customer interactions.
", "Feature details": "This feature is automatically enabled when you turn on Sales Qualification Agent in Dynamics 365 Sales.
As a seller, you see the following information on the lead insights page:
Sales Qualification Agent analyzes information across linked accounts and contacts for high effectiveness.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/15/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f8f2ea5d-c015-f011-998a-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Boost pipeline by autonomously researching and engaging leads with the Sales Qualification Agent", "Investment area": "Lead management", "Business value": "As a seller, you typically need to build a qualified pipeline that covers two to three times your target quota goal. However, building this pipeline requires manual work across fragmented tools. It's also inefficient to spend hours each week sending hundreds of prospecting emails just to book two to three meetings with prospects, of which perhaps one prospect converts to a qualified opportunity.
The Sales Qualification Agent in Dynamics 365 Sales eliminates this by autonomously researching information about every lead using data from CRM, public websites, and your company's internal knowledge sources. The agent then engages every lead autonomously, reminding them, following up, answering their questions, and understanding their need, ability, and intent to purchase. If the lead fits your ideal customer criteria and shows intent to purchase, it hands off the lead to a seller to take it forward, ensuring that your sales team builds a high-quality pipeline of high-intent leads, while spending more time building customer relationships and less time pursuing cold leads.
", "Feature details": "The agent works on behalf of your team to autonomously prospect leads based on your defined selection criteria. Some features include:
AI-powered lead research: The agent autonomously researches leads by combining your CRM data with public web sources as well as custom knowledge sources through Copilot Studio, creating rich lead and company profiles. It assesses a lead's importance based on target profile criteria you define, as well as signals from emails with the lead and recent marketing interactions.
Instant insights: Get actionable recommendations, 360-degree lead and account summaries, recent company news, competitor insights, and clear prioritization—letting sellers focus on the leads most likely to convert.
Personalized outreach: The updated agent not only automatically drafts but also sends customized emails with key talking points. It also reminds leads that don't engage, increasing the response rates of your prospecting efforts.
Smart engagement with Q&A and intent detection: With new automation, the agent can send personalized follow-up emails and analyze responses to detect purchase intent, ensuring high-touch engagement and boosting your pipeline’s quality. It can answer the lead's questions using your configured knowledge sources, moving the lead further down the consideration journey.
Easy customization with configurable automation level: Admins can tailor qualification rules, add industry-specific research sources, and fine-tune the agent’s handover criteria to your unique sales strategy. You can control the level of automation you want—from research and prequalification all the way to full engagement
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Improve sales efficiency with the Sales Qualification Agent's email validation", "Investment area": "Lead management", "Business value": "Inaccurate email addresses in CRM systems can significantly hinder your productivity and engagement with prospects, leading to missed opportunities and decreased sales performance. Now, the Sales Qualification Agent in Dynamics 365 Sales verifies each email address and identifies if it's a work or personal email. Sales teams can save precious time by ignoring unreachable leads, increase the effectiveness of their sales outreach, and stay compliant by reaching out to only valid work emails.
", "Feature details": "The Sales Qualification Agent uses validated email addresses as it conducts lead research, outreach, and qualification.
As an admin, you can specify which email field on the lead form the agent validates. You set this field as part of the Sales Qualification Agent settings.
As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Deploy multiple Sales Qualification Agents in a single environment", "Investment area": "Lead management", "Business value": "Multi-agent configuration in Sales Qualification Agents enables sales organizations to deploy agents aligned to distinct product lines, regions, or sales teams, each with its own qualification criteria, knowledge sources, and engagement approach. Multi-agent configuration ensures exclusive lead ownership, coordinates handoffs when context shifts, and provides sales managers with visibility across agents. This targeted approach mirrors real-world sales structures, eliminates duplicate outreach, accelerates qualification, and scales coverage without additional seller headcount.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Identify best leads by using any data source for agent‑driven assessment", "Investment area": "Lead management", "Business value": "Sales Qualification Agent already helps you qualify leads by checking whether they meet your handover criteria, ensuring sellers focus only on high‑quality opportunities. You define how leads should be evaluated and where the data comes from, such as CRM fields or specific websites.
With this enhancement, the Sales Qualification Agent can evaluate a lead's fit using any data source:
We've also redesigned the configuration experience so you can get started quickly using Copilot‑generated suggested criteria or add your own, ensuring the agent finds leads that match your business needs with precision.
", "Feature details": "The new lead assessment experience is an upgraded version of the previous \"Handoff criteria\" configuration page. It has been renamed to \"Lead assessment\" to better reflect its purpose.
First‑time users
When you configure the agent for the first time, you get a simplified setup flow:
Existing users (no disruption)
If you've already set up and configured the Sales Qualification Agent, there are no breaking changes.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Prioritize your hottest leads first with next best actions", "Investment area": "Lead management", "Business value": "Sales Qualification Agent meticulously researches every lead and identifies which ones are hot, warm or cold. When configured to autonomously engage, it identifies the ones that explicitly state their purchase intent. Now, you can see hot and high-intent leads prominently on your leads grid in Dynamics 365 Sales so that you can immediately focus on the next best actions you need to take to build a pipeline. With Sales Qualification Agent, your best move is now right at your fingertips.
", "Feature details": "Get the next best actions for leads right on your Dynamics 365 leads grid, and navigate to see Sales Qualification Agent's research and pregenerated email suggestions. The actions show a preview of the lead, a summary of why it's a hot or high-intent lead, and the topic that the lead is interested in.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"04e207f7-34fe-f011-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Deploy autonomous Sales Qualification Agent to qualify leads at scale", "Investment area": "Lead management", "Business value": "Sales teams get a wide variety of leads but often don't have the capacity to handle them all effectively. Scaling operations can be a daunting task. When you expand the team or streamline processes, you risk overlooking opportunities and losing revenue.
The autonomous Sales Qualification Agent in Dynamics 365 Sales works nonstop to build a qualified pipeline and boost revenue. After you configure it, the agent works on its own with minimal human oversight. It continuously handles every lead with precision. By leveraging data from your CRM and external sources, the agent automatically researches each lead, intelligently sends personalized outreach emails, follows up with timely reminders, gauges buying intent, and eventually hands over only the most qualified leads to human sellers.
By freeing sellers to focus on closing deals, the agent boosts productivity, lowers operational costs, and maximizes overall team revenue.
", "Feature details": "You can customize the autonomous Sales Qualification Agent to align with your specific business processes and sales strategies.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Personalize outreach emails generated by Sales Qualification Agent", "Investment area": "Lead management", "Business value": "This feature expands the Sales Qualification Agent outreach by letting teams define the outreach purpose, brand-aligned tone (matching both company voice and seller style), the call-to-action, and key messaging preferences proven to resonate with prospects. The result is more relevant, consistent communication that drives higher response rates and, in turn, improves lead qualification rates.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get lead research and next best actions in Sales Home", "Investment area": "Lead management", "Business value": "This feature helps sellers stay focused on the leads most likely to convert by bringing agent-led research, prioritization, and next best actions directly into Sales Home. Instead of spending time hunting for context across tools, sellers can quickly review key insights, understand why a lead matters, and see the recommended next step. By highlighting which leads require attention and what to do next (follow up, qualify, or unblock the agent), teams reduce time-to-first-touch, improve consistency of lead handling, and increase throughput without adding headcount. The result is higher conversion from inquiry to qualified pipeline, fewer stalled leads, and more predictable execution across the funnel, with clear guidance that helps every seller operate like a top performer.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Mitigate competitive risks with insights and talking points from Sales Qualification Agent", "Investment area": "Lead management", "Business value": "When prospects begin evaluating alternative providers, speed and effectiveness in responding to competitive risks is key. However, identifying, researching, and tracking competitors manually is time-consuming and often happens too late, leading to stalled conversations and lost opportunities.
Competitor highlights solves this challenge by giving sellers instant access to comprehensive competitor insights right in their workflow, including an overview, SWOT analysis, and tailored talking points for each direct competitor, along with timely insights whenever a competitor is mentioned in sales emails. This proactive approach empowers sellers to adapt their sales strategy early and maintain a competitive edge. With competitor highlights, sellers don’t just react to competitive risks, they turn them into opportunities.
", "Feature details": "Competitor highlights delivers insights into the overall competitive landscape and competitors being considered by prospects for a sales scenario. With timely and actionable intelligence, it empowers sellers to refine their strategies and proactively address competitive challenges.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Strengthen deal guidance through learning and tuning in Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "Always-on deal guidance builds trust when it stays aligned to the deal stage, stays current as signals change, and gets sharper with real seller use. A learning loop makes this possible. You can quickly flag what helped, what was the wrong stage, what was outdated, or what was missing context, and those signals feed continuous improvements to insights and actions. For sales operations, the learning loop turns scattered feedback into clear tuning recommendations, with governance and audit history, so guidance remains relevant as customers evolve stages, fields, and processes.
", "Feature details": "As a seller, you get:
As an admin, maker, or analyst, you get:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Keep deal insights current with signal‑based triggers in Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "As a sales team, you lose momentum when deal signals change and guidance is out of date, or when you have to leave CRM to ask for deeper context. Sales Close Agent – Research keeps Key Insights and next actions current by automatically responding to meaningful signal changes. When you need deeper context, you can ask and refine insights on demand, without switching tools. This keeps you prepared for calls and stage moves, helps you act faster as deals evolve, and controls costs by refreshing only what matters.
", "Feature details": "With this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Work efficiently using AI-powered action suggestions", "Investment area": "Copilot and AI innovation", "Business value": "As a seller, you invest significant time and effort to stay informed about all your conversations and monitor developments within active sales processes. You visit multiple applications or contact team members to stay on top of all the active discussions and try to find optimal approaches for engaging with business decision-makers to take the assigned sales process forward.
The actionable insights generated by Copilot in Dynamics 365 Sales help you plan and execute your daily tasks, thereby increasing the likelihood of attaining short- and long-term goals. This capability aims to:
As an admin, you can enable the feature for sellers to get action recommendations.
As a seller, you can:
As a seller, you juggle many active opportunities, but deal conditions can shift quickly as stakeholders change, buying signals drop, pricing or procurement hurdles appear, or budget and timeline assumptions shift. When you miss what changed, why it matters now, and what to do next for the current stage, deals lose momentum. Building on the existing deal briefing and continuous monitoring, Sales Close Agent - Research aligns guidance to the customer’s business process flow (BPF) stage. After your first review, it leads with deltas since the most recent review: what changed, why it matters for this stage, and the next best actions to keep momentum. This helps you stay current without rereading a full briefing, cut time spent interpreting generic content, and move opportunities forward with confidence.
", "Feature details": "As a seller, you receive:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Personalize opportunity research in Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "As a seller, you naturally triage deals by scanning for signals and then apply your own tactics to decide what to do next. Today, those signals and notes are scattered across CRM, emails, meetings, and other tools, and every seller has a slightly different view of what matters most. Sales Close Agent - Research makes the research page feel like the seller’s working view of the deal. You can personalize how insights and actions are organized, and you can add your own notes, priorities, and approved inputs so the agent emphasizes what matters for your next move. This keeps you focused, reduces tool switching, and makes it faster to progress opportunities.
", "Feature details": "As a seller, you'll be able to:
As an admin, maker, or analyst, you'll be able to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Identify the most important actions in the flow of work", "Investment area": "Opportunity acceleration", "Business value": "As intelligence across out-of-the-box and custom agents grows, sellers are presented with more signals and suggested actions, making it harder to quickly decide what truly matters in the moment. Next Best Action ensures that sellers focus on the most important actions that will directly impact the deal progression. This helps sellers stay focused, act with confidence, move deals faster, and ultimately close more business and achieve their quotas.
", "Feature details": "With Next Best Action, you can ensure that your team focuses on actions that matter most in achieving the target set for each individual member and the team as a whole. These actions will be identified across various experiences, ensuring your team never misses out on any action, wherever they are present.
The key capabilities include the following:
Prioritize the most important action: Next Best Action analyzes all the available actions generated by first-party sales agents like Sales Qualification Agent, Sales Close Agent or any custom agent or workflow and performs cross-prioritization to identify the most time-critical and impactful action to your team at any given time. It also provides clear reasoning for each prioritization, building trust in the recommendations and enabling your team to confidently focus on the actions.
Surface the prioritized actions across various touchpoints in the flow of seller's work: Next Best Action reaches out to the sellers in their flow of work across various experiences. This will ensure enhanced discoverability of key and time-sensitive actions, so that your team never misses out on actions that need to be carried out at any time to ensure smooth deal progress. Next Best Action will be available within the Dynamics 365 entity grid layout, Microsoft 365, and Outlook, ensuring your team can continue working in their choice of tool.
Onboard custom agents for prioritization of actions: Next Best Action will also enable you to onboard any custom agent or workflow that generates actions for sellers to be prioritized and identified via the above-described experiences. This will ensure that your team can focus on Next Best Action recommendations as a one-stop shop for all key actions from both out of the box as well as custom agents.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Use historical deal patterns to get better insights in Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "In every sales team, the same issues show up again and again: deals stall after a key meeting, a competitor enters late, procurement slows things down, or a familiar objection repeats. As a seller, you often know these patterns exist, but you don't have time to connect the dots across past wins and losses while running active deals. Sales Close Agent - Research uses historical outcomes where data exists to spot these repeat patterns in time, explain why they matter for the current stage, and recommend next actions that have worked before. This turns past deal learnings into clear guidance sellers can use right now to keep momentum and improve stage progression.
", "Feature details": "Sellers get the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Uncover insights and risks to close more deals with Opportunity Research Agent", "Investment area": "Opportunity acceleration", "Business value": "Many sellers face a significant challenge: the lack of quick access to comprehensive, up-to-date insights into the opportunities they are pursuing with little time to navigate multiple systems, such as CRM platforms, scattered email threads, and diverse market intelligence resources. This can lead to sellers prioritizing deals that have low probability to close, operating without full visibility across the conversations, and missing key stakeholder movements or competitor mentions that create deal risk.
Sales Close Agent's Opportunity Research addresses this challenge by providing sellers with a holistic view of every opportunity. By tirelessly researching data from CRM, SharePoint, public web sources, and customer interactions, it delivers a complete picture of the opportunity. It equips sellers with the context they need to ramp up quickly, understand the competitive landscape to make a differentiated pitch, engage key stakeholders, respond to competitive threats, proactively mitigate risks, and ultimately drive more deals to closure.
", "Feature details": "Sales Close Agent's Opportunity Research feature empowers sellers to act as trusted advisors—deeply informed, well-prepared, and proactive in navigating the complexities of each opportunity. By eliminating time spent on manual research and surfacing the most critical deal signals mined from CRM, emails and meetings, and other data sources, it enables sellers to focus on what matters most and close more deals, faster.
Feature highlights:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Carry out suggested actions faster and more effectively", "Investment area": "Opportunity acceleration", "Business value": "Sellers often spend significant time identifying the right actions to take and then researching the context needed to perform those actions effectively. This slows down deal progress and reduces overall impact. Next Best Action streamlines execution by providing the relevant context, insights, and details directly alongside each suggested action. With the right information available at the right time, sellers can act quickly, confidently perform more actions in less time, and improve their success rates across deals.
", "Feature details": "Next Best Action not only prioritizes the key actions for your team to focus on but also ensures that the execution of the suggested action is seamless, effective, and fast. It provides the necessary context and details that enable your team to execute the action with ease without having to invest time for researching and understanding the context for each action. The key capabilities include:
Enable sellers for seamless action execution: The Next Best Action agent enables your team to carry out the suggested actions by providing an intuitive and contextual user experience, helping them to send emails or set up meetings. Additionally, Next Best Action provides details and guidance to accelerate the action execution. These includes relevant context and details that can be included in executing the action. For example, if the suggested action is to send an email, Next Best Action will provide the details of the discussion, the key contacts, and key points to be addressed, enabling quick composition, confident messaging, and faster execution.
Ability to execute the suggested action in the flow of work: Next Best Action ensures your team can act on recommendations without constantly switching contexts. Instead of navigating across tools, Next Best Action enables seamless in-place execution within the seller’s existing workflow, whether in Dynamics 365, Microsoft 365, or Outlook. This will ensure the flow of work is not disrupted while your team is able to address the key recommendations to ensure faster and more successful deal progression.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Grow revenue by using Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "The Sales Close Agent optimizes the final stages of the sales process by directly engaging customers to enhance purchase intent, addressing objections in real time, confirming product selections to reduce errors, and automating re-engagement to align with prospects. This seamless approach drives conversion, accelerates revenue growth, shortens the sales cycle, and lowers operational costs.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Improve opportunity context with AI-based data enrichment", "Investment area": "Opportunity acceleration", "Business value": "When your opportunity data is incomplete or outdated, you may find it challenging to understand deal health and take the right actions. AI-powered data enrichment reduces this friction by analyzing your emails and highlighting gaps in opportunity information and suggesting updates. This feature helps you keep your opportunity data accurate and up to date, increases your confidence in pipeline data, and enables more effective deal reviews and forecasting.
", "Feature details": "As an admin, you can:
As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Chat with your deal insights using ask-and-refine experience in Sales Close Agent", "Investment area": "Opportunity acceleration", "Business value": "You need guidance that adapts to the moment you’re in—a meeting preparation, a stage move, or a specific risk you want to validate—and not static summaries that force you to search, rerun, or jump to external chat tools. With an ask-and-refine experience built directly into the opportunity, you get right-sized, action-first insights based on the current opportunity context. You can quickly act on what matters now, then go deeper only when you choose. This reduces time spent hunting for answers, improves seller confidence at critical stages, and helps you scale AI usage efficiently across the organization.
", "Feature details": "As a seller, you can:
As an admin, maker, or analyst, you get:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Quickly grasp key email engagement metrics", "Investment area": "Sales engagement and execution", "Business value": "Identifying high-engagement contacts enables targeted follow-up, so sales teams can focus on deals with the greatest potential. By tailoring communications based on specific engagement actions, teams can create more personalized outreach that resonates with prospects. It also ensures that sales efforts are directed toward high-interest prospects, maximizing productivity. Together, these metrics enable a strategic approach to engagement that drives higher conversion rates and improves overall sales outcomes.
", "Feature details": "The email engagement enhancement highlights key engagement metrics by displaying only the first and most recent instances of clicks, replies, attachment views, and opens. It omits all other instances to keep the focus on the most critical interactions. To access this feature, enable the email engagement option in the Sales Insights settings of the sales application.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9ddeedcd-169c-ef11-8a69-7c1e520a48ea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Reduce seller friction in Sequences with in-flow email template picker", "Investment area": "Sales engagement and execution", "Business value": "Sequences are most commonly created and iterated on by sellers to support day-to-day outreach such as prospecting, follow-ups, and re-engagement, while managers and sales operations teams also create shared or approved Sequences to scale best practices across teams.
Today, adding or modifying email templates while building a Sequence is slow and disruptive. Sellers must leave the Sequence flow to create or edit templates, may struggle to discover the right template among many, and often rely on trial and error to determine whether a template is appropriate for a given step or audience. This friction breaks focus, slows sequence creation, and discourages iteration, leading sellers to reuse “good enough” templates instead of refining outreach.
The new email template picker in Sequences removes this friction by enabling fast template discovery, in-flow creation and editing, and clearer organization through views. Sellers can stay in the flow while building Sequences, quickly find or adjust the right template for each step, and move from intent to execution faster, while managers and operations benefit from better reuse of shared and approved templates.
", "Feature details": "Sequences are designed to enable consistent, repeatable outreach at scale. The new email template picker improves the Sequence authoring experience by reducing setup friction, improving template discoverability, and enabling in-context creation and editing, so sellers can build and iterate on Sequences efficiently without breaking flow or compliance. Key capabilities in the modernized email template picker include:
Enhanced template discovery with views: A view selector helps sellers and managers quickly narrow down templates such as My templates, Team templates, or Approved templates, making it easier to find the right content for each Sequence step with minimal trial and error.
In-flow template creation and editing: Sellers can create new email templates or edit existing ones directly within the Sequence flow. Newly created or updated templates are immediately available for selection, eliminating context switching and rework.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"85d6209e-a205-f111-8406-000d3a991977", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/24/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get sales operations insights in Sales Research Agent", "Investment area": "Sales management and operations", "Business value": "As a business leader or sales operations team member, you're responsible for answering complex questions about performance, coverage, attainment, and risk, but the data needed to do so is often fragmented across CRM systems, financial systems, and spreadsheets. This fragmentation drives you to do manual data exports, reconciliation work, and custom reporting that slows decision-making and increases dependency on specialized analysts.
The sales operations business function in Sales Research Agent delivers AI-powered insights that unify CRM and operational data in a single experience. By combining data from Dynamics 365 Sales, Microsoft Fabric lakehouse, and custom data uploads, you can quickly assess business health, identify trends and risks, and provide leadership with trusted insights without manual data preparation or spreadsheet-driven workflows.
", "Feature details": "With the sales operations business function, you get an AI-powered experience designed specifically for sales and revenue operations scenarios. It enables unified analysis from data across multiple data sources. For example:
Dynamics 365 Sales data, including:
Operational data from Fabric lakehouse, such as:
Custom data uploads allow you to include supplemental datasets (for example, spreadsheets or external operational files) that aren't stored in CRM or lakehouse.
The business function includes predefined sales operations insights that correlate CRM and operational data to answer common operational questions, including:
You can also extend these insights using natural language queries in an AI-powered research canvas. The agent reasons across CRM data, lakehouse data, and uploaded files in a single flow, enabling faster analysis while reducing manual effort and improving decision quality.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/16/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"745be3b1-d0ed-f011-8544-7c1e52fdfc34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Improve research relevance by adding custom web sources to the Sales Qualification Agent", "Investment area": "Sales management and operations", "Business value": "As a sales team, you need research that’s not only comprehensive but also tailored to your specific industry, customer segments, and business strategy. While a Sales Qualification Agent’s out-of-the-box research provides broad insights, many organizations rely on industry-specific sources, regulatory databases, or niche publications to make informed decisions.
With this enhancement, the agent delivers more relevant, customized insights by incorporating data from public web sources that matter most to your business. You gain real-time access to industry-aligned insights and can engage leads with deeper context, using up-to-date information to ensure outreach is timely and impactful.
", "Feature details": "Admins configure the Sales Qualification Agent to pull relevant insights from specific web sources, so they can tailor research to your industry's needs. Sellers see industry-specific insights from web sources that are relevant for your business.
For example, Contoso's sales ops team wants sellers to see industry details for incoming leads based on NAICS codes. By specifying sources that provide NAICS classifications, admins ensure that sellers receive industry insights directly in their workflow. This approach streamlines research and enables faster, more informed engagements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/31/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"14da42e8-43f5-ef11-be20-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Connect Fabric lakehouse data to AI‑powered sales research", "Investment area": "Sales management and operations", "Business value": "Many organizations store critical operational and financial data such as revenue actuals, targets, and budgets in Microsoft Fabric Lakehouse rather than in Dynamics 365 Sales. Without native connectivity, sales insights remain limited to Dynamics 365 Sales data and require manual data movement or duplication to incorporate operational context. The Fabric Lakehouse connector allows you to bring trusted operational data directly into AI-powered sales research experiences. By enabling unified analysis across Dynamics 365 Sales and Lakehouse data, you can eliminate data silos, improve insight accuracy, and ensure sales decisions are grounded in both pipeline activity and real operational outcomes.
", "Feature details": "The Fabric Lakehouse connector provides an integration between Dynamics 365 Sales research experiences and data stored in Microsoft Fabric/OneLake. With this integration, you'll be able to:
This connector serves as the foundational integration layer for multisource sales analysis. It enables advanced sales operations, financial, and performance insights by allowing AI-powered experiences to combine sales activity data with trusted operational data in a single, coherent view.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/16/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"05689da4-d1ed-f011-8544-7c1e52fdfc34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Turn marketing engagement into actionable insights for sellers", "Investment area": "Sales management and operations", "Business value": "Marketing interactions, such as attending a product demo or engaging with a targeted email campaign, are strong signals of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the Sales Qualification Agent automatically brings key insights from recent marketing activities, including email opens, link clicks, event registrations and attendance, and form submissions.
This agent seamlessly connects marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales. It saves significant time and costs. With this agent, sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.
", "Feature details": "As a seller, you can see the marketing insights from within the lead insights page. With these insights, you gain deeper context for every lead, enabling more timely, relevant, and personalized engagement. For example, you can easily see if a lead recently attended a webinar and interacted with multiple product emails—all from within your sales workflow.
This feature is enabled by default for customers using both Dynamics 365 Sales and Customer Insights - Journeys.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/31/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"d7be6c97-d3f4-ef11-be20-7c1e521a9c2c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Plan your sales portfolio with Sales Research Agent", "Investment area": "Sales management and operations", "Business value": "Portfolio Planning in Sales Research Agent helps you make better sales and coverage decisions continuously without waiting for annual planning cycles or spending hours in spreadsheets.
What you unlock:
Who benefits:
Portfolio Planning is an AI‑first capability in Sales Research Agent that turns CRM data, lakehouse signals (such as budgets, targets, usage, billing, and adoption), and web context into a continuously updated plan across accounts, territories, segments, and partners.
You can run scenario‑driven planning for the most common field workflows:
Plans refresh automatically as signals change, so they stay current instead of aging out after QBRs or annual planning.
You also get explainable recommendations showing the drivers behind prioritization and actions (the “why this” behind every recommendation).
Portfolio Planning combines three classes of signals to maintain an always‑current decision view:
The agent synthesizes these signals into a clear decision flow:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Reduce risk with Next Best Action in Sales Close Agent", "Investment area": "Sales management and operations", "Business value": "This capability helps sellers focus on the right action at the right time by removing guesswork and time taken to inspect every opportunity for mitigating detected risks. By prioritizing high-impact risks and suggesting relevant actions, across opportunities, Next Best Action (NBA) enables sellers to reduce deal slippage, improve win rates, and spend less time deciding what to do next. This results in a healthier pipeline and faster deal progression.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Tailor Sales Qualification Agent to your industry and business needs", "Investment area": "Sales management and operations", "Business value": "Top sellers consistently build stronger pipelines by being disciplined in how they choose which leads to engage. What if every seller could follow that same high-performing approach? With the Sales Qualification Agent, now they can. You can now customize lead selection criteria by using your ideal customer profile (ICP), leveraging Dynamics 365 data like job title, and public web sources like market cap from Bloomberg.
Different businesses prioritize different signals: financial services might use assets under management, while tech companies focus on subscription usage. The Sales Qualification Agent lets sales operations replicate top sellers’ intuition by fine-tuning the lead selection criteria with data from Dynamics 365, Dataverse, and public external sources. By encoding strong lead selection logic, the agent helps every seller focus only on the leads that are most likely to convert, driving higher productivity and better outcomes.
", "Feature details": "As an admin, you configure the Sales Qualification Agent to assess leads using data from Dynamics 365, other Dataverse sources, and trusted public web sources. You can define your Ideal Customer Profile (ICP) with industry-specific precision.
For example, a logistics company like Contoso can set up the agent to evaluate a lead’s USDOT status, incident history, and inspections from the past 24 months. This setup helps sellers focus on compliant, high-potential leads and drives more efficient, targeted engagement.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/05/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"e8490d2f-d981-ef11-ac21-6045bdd3c2dc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Integrate with Exchange using server-side synchronization", "Investment area": "Sales management and operations", "Business value": "Upgrading the Exchange infrastructure enhances support for Dynamics 365 Sales Premium features such as Relationship analytics and Who knows whom. With this release, Exchange data integration shifts to server-side synchronization (SSS), enabling more granular control over email sync settings. This upgrade boosts reliability and gives users greater flexibility in managing the timing and scope of their email synchronization.
", "Feature details": "To use the new Exchange integration, configure server-side synchronization for Dynamics 365 Sales Premium features to work with your exchange activities.
For detailed setup instructions, see Set up server-side synchronization of email, appointments, contacts, and tasks.
", "Enabled for": "Users, automatically", "Early access date": "02/03/2025", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f012cc72-e2a0-ef11-8a69-7c1e524a2e12", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Get integrated inbound and outbound calling with Sales Hub dialer", "Investment area": "Seller experiences", "Business value": "As a seller, you spend a big part of your day talking to customers, and the experience is smoother when the dialer integrates seamlessly into the Sales app. The new Sales Hub dialer gives you a modern, integrated calling experience directly inside Dynamics 365 Sales. You can place outbound calls, handle incoming calls, see customer history, take notes, and automatically capture conversation intelligence—without switching apps or losing context.
This helps you stay focused, move faster, and have more meaningful customer conversations.
", "Feature details": "The new Sales Hub dialer brings a built‑in calling experience to Dynamics 365 Sales so you can make, receive, and manage calls with full CRM context and AI insights—all in one place.
Key capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Streamline Quick Campaigns for confident, one-time bulk email outreach", "Investment area": "Seller experiences", "Business value": "Quick Campaigns are designed for fast, seller-led outreach such as post-meeting follow-ups, event or webinar recaps, policy updates, or one-time announcements to many customers at once. Today, even simple bulk emails in Quick Campaigns are slow and error prone. Sellers must navigate a multistep wizard, rely on rigid templates, exit the flow to make changes, and use workarounds to gain confidence before sending. This breaks execution momentum and often pushes sellers to Outlook or custom solutions outside Dynamics 365.
This release simplifies the Quick Campaigns experience particularly for bulk email scenarios by reducing unnecessary steps, keeping sellers in a single flow, supporting send-specific personalization and improving confidence before send, so sellers can act quickly without leaving the platform or compromising compliance.
", "Feature details": "Quick Campaigns support multiple bulk activity types (email, tasks, appointments, phone calls). This release focuses on improving the end-to-end experience for bulk email creation, with foundational improvements that benefit the overall Quick Campaigns flow.
Key capabilities include:
Streamlined quick campaign flow: The existing multistep wizard is simplified for Quick Campaigns creation, including one-time bulk email sends. Sellers can create, review, and send bulk emails with fewer steps and clicks, staying in a single creation surface and focused on execution rather than setup.
In-flow template creation and editing: Sellers can create or edit email templates directly within the Quick Campaigns flow. Newly created or updated templates are easy to find and reuse without leaving the experience or restarting setup.
Enhanced template discovery with views: An improved template picker with a view selector helps sellers quickly find the right template, whether it’s one they created, one shared with them, or a marketing-approved one.
Send-specific edits and template-free bulk emails: Sellers can make send-specific edits such as adding a personalized greeting, dynamic text, or signature, without overwriting shared templates. For true one-off outreach, sellers can also compose bulk emails from scratch using rich text, dynamic text, and signatures without creating templates.
Inline template preview and test send: Sellers can preview the final rendered email inline and send a test email to themselves or a colleague to validate formatting and personalization. This removes the need for duplicate bulk email campaigns and rework, increasing confidence before sending.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Customize lead qualification for a seamless experience", "Investment area": "Seller experiences", "Business value": "Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process to match your organization's unique needs and sales criteria. This agile configuration removes unnecessary interactions and saves valuable time, promoting swift, informed lead evaluation.
As a sales professional, you benefit from insightful Copilot lead summaries that provide clear and concise lead overviews for informed decision-making. Creating multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, eliminating redundant data entry by prepopulating fields of the generated opportunities boosts your productivity and ensures focused efforts on high-value sales activities.
", "Feature details": "As an administrator, you can:
As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Stay efficient with the Copilot overview page", "Investment area": "Copilot and AI innovation", "Business value": "The Copilot full-page view in Dynamics 365 Sales helps you excel in sales. Offering real-time insights and effortless natural language chat functionality, it empowers you to efficiently manage sales activities, nurture customer relationships, and drive sales success. This immersive interface provides an expanded workspace, enhancing the focus on productive conversations with Copilot.
You can seamlessly access insights from various records and prioritize your actions intelligently. The natural language chat with AI-powered Copilot facilitates deeper insights and quick access to customer details, deal information, meeting schedules, and more. Furthermore, you can easily track your performance using charts through natural language, while an embedded calendar assists in planning and managing your day effectively.
", "Feature details": "As a seller, you can:
The opportunity pipeline view in Dynamics 365 Sales offers a more empowering experience for opportunity management. By placing you, the seller, at the center of your workflows, it enables you to view your entire pipeline with clarity, gather context quickly, take actions efficiently, and work in a way that suits your needs.
With this upgraded pipeline view, you can streamline your sales strategies. You can now group opportunities dynamically based on critical factors such as account name, seller name, or closing date and month. This functionality enhances your ability to segment and target specific areas of your pipeline, ensuring a more personalized and effective approach to each opportunity.
In addition to the improved grouping capabilities, Dynamics 365 Sales now facilitates the aggregation of numeric values. You can effortlessly assess the total estimated revenue within your pipeline or within specific grouped segments. This feature provides valuable insights into the financial potential of your opportunities, making it easier to prioritize and focus on deals that contribute significantly to the bottom line.
", "Feature details": "As a seller, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Improve opportunity data completeness with AI-powered data enrichment", "Investment area": "Seller experiences", "Business value": "When opportunity data is incomplete or outdated, you spend more time chasing details and less time making confident sales decisions. Forecasts become less reliable, and deal reviews take longer than they should.
With AI‑powered data enrichment, you automatically receive timely, relevant suggestions to fill data gaps based on real customer interactions, such as emails, meetings, and third-party connectors. You reduce manual updates, gain greater confidence in pipeline health, and run faster, more focused deal reviews that help you move opportunities forward.
", "Feature details": "AI‑powered data enrichment helps you keep opportunity data accurate and current by automatically surfacing relevant insights from multiple sources.
Third‑party data connectors
Meeting intelligence
Non‑English language support
Integrated agent setup
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Sales", "Feature name": "Visualize and work with hierarchical data", "Investment area": "Seller experiences", "Business value": "When your large customers have multiple accounts, contacts, locations, and other related data, sellers can miss important customer opportunities and signals. A seller might not see the recent win in another region or notice an influential decision maker is unhappy with a related project. Presenting data hierarchically allows your organization to see, understand, and act on data in its relational context quickly and effectively.
The new Hierarchy control in Dynamics 365 Sales provides your organization with an intuitive visualization of your data. With this view, sellers can see important connections, such as common decision makers, and quickly take action with less effort. Define custom visualizations for your sellers and other teams that highlight the most important data and relationships for your customer's accounts, people, opportunities, and custom tables like householding and financial instruments. A hierarchical visualization lets your sellers and other team members see your customer's organization like never before. Because the hierarchy view provides full editability of the records you choose to display, your team can easily view, edit, and update customer information right in context without leaving the visualization.
", "Feature details": "Visual hierarchies enable your sellers to view and work with data graphically.
Single table (self-referential) hierarchies
Unlock the ability to show a hierarchy of records from a single table, such as a hierarchy of accounts. Any standard or elastic table in Dataverse with a self-referential relationship can be displayed as a hierarchy.
Multi-table hierarchies
These advanced capabilities allow you to create hierarchies that use:
Configurable
Intuitive
Getting started
When signed in to Sales Hub, an admin can select Visual hierarchy in the App settings menu to go to the hierarchy designer. The admin will design and publish a hierarchy to their organization. Once published, sales team members viewing a form or grid for the table with the hierarchy can select View hierarchy on the command bar to open the hierarchy view for that record. View hierarchy is added by default to the forms and grids for the Contact, Opportunity, Lead, and Account tables.
For other tables, administrators must perform steps to add the button. Hierarchies can also be displayed on a tab in a form. If that is the first tab, the hierarchy view becomes the default view your teams can interact with. Users must be granted access to hierarchies using the Power Platform admin center, allowing you fine-grain control over which users or groups can view a hierarchy as needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/29/2025", "GA date":"10/29/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"98cd36e4-9ada-ef11-a730-7c1e526872ab", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Protect sensitive information in emails with data sensitivity labels", "Investment area": "Administrator experiences", "Business value": "By adding data sensitivity labels to emails, you enhance your data security when service representatives classify and protect sensitive information. This feature enables secure collaboration, reduces the risk of data breaches, and offers customization flexibility for managing different types of sensitive information.
", "Feature details": "Data sensitivity labels can help customer service representatives properly label their outgoing emails.
With data sensitivity labels, you get the following benefits:
To make data sensitivity labels available in email, admins must add and publish the labels. To add and publish the labels, admins need the required roles and privileges in Microsoft Purview and Dynamics 365 Customer Service.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/27/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"fb4fd457-d9e2-ef11-a730-7c1e521b85a2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Option sets for field mapping in integrated search", "Investment area": "Administrator experiences", "Business value": "In addition to the out-of-the-box target fields, you can add custom target fields for mapping such as multi-select or single-select option sets.
", "Feature details": "As part of adding an integrated search provider in Customer Service, you need to tell the service how to ingest the knowledge articles it receives from the provider. You do that by selecting and configuring a knowledge article schema.
When you configure knowledge article schema through field mapping, you map a knowledge article received from the search provider (the source property) to an attribute of the knowledge article entity (the target), based on an operation type. This feature allows you to add more article attributes in the Customer Service admin center site map, and thereby define the custom target fields for mapping.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"08/28/2024", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"dffff2a1-6acf-ee11-9079-002248244c88", "GeographicAreasDetails":"", "Last Gitcommit date":"07/31/2024" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Simulate AI case enrichment with Case Management Agent", "Investment area": "Administrator experiences", "Business value": "Simulation enables administrators to assess how the Case Management Agent performs case enrichment, evaluate the quality of those predictions before enabling the feature in production, and streamline the testing process by reducing the time required for manual validation.
", "Feature details": "Key capabilities
Administrators can run case enrichment simulations using:
Simulation displays the Case Management Agent’s predicted field values based on the selected records or uploaded data.
Simulation using historical case records
Administrators select a set of historical cases to evaluate prediction quality. The condition builder allows filtering. For example, cases from the last seven days or cases related to Contoso Coffee Maker. After running the simulation, administrators can:
Simulation using email or conversation transcripts
Administrators can upload emails or conversation transcripts for prediction. Each row in the Excel file represents one email or conversation transcript. The simulation generates predicted field values for each row. Emails or conversations can be extracted from the activity table and uploaded for bulk evaluation.
Simulation using Excel upload
Administrators can upload an Excel file where each row contains a single email or conversation message. The system generates field predictions for each entry. Results help identify how the Case Management Agent would process incoming communications.
Evaluate and improve prediction quality
Simulation results help administrators validate prediction quality before enabling the feature in production. Based on results, administrators can adjust the Case Management Agent configuration. Simulations can be rerun after configuration updates to measure improvement.
This iterative approach helps identify optimization opportunities and ensures reliable predictions before the feature is turned on for the organization.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/06/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"be6990b4-7dda-f011-8544-7ced8d1ab86c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use one record creation and update rule for multiple queues", "Investment area": "Administrator experiences", "Business value": "When you configure one automatic record creation and update rule for multiple queues, you reduce the time it takes to set up and maintain rules.
", "Feature details": "Previously, administrators could select only one queue for each rule. As an administrator, you can now add multiple queues to monitor for new automatic record creation and update rules in the Copilot Service admin center app.
You can go to Case settings > Automatic record creation and update rules. When you associate new automatic record creation and update rules with multiple queues, you can create records based on the rule conditions from queue items in any of the queues. For example, if you associate an email-to-case rule with two email queues, you can create a rule when an email arrives in either of the two queues. Previously, you needed separate rules for each queue.
With this update, you don't need to duplicate automatic record creation and update rules for each queue. You can use a common rule for multiple queues.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"07/11/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"73aa42f9-6315-f011-998a-6045bddb894e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Summarize base records and related records with Copilot", "Investment area": "Copilot and AI innovation", "Business value": "Case and custom record summaries help admins quickly catch up on a case or relevant record. When you configure related records to show a summary in the same summarization control, support reps can quickly see if any related records to a case contain critical information and updates they need to review. They can also get a summary of those updates.
", "Feature details": "You can summarize related records within a case and custom record summary.
This feature helps support representatives:
Administrators can turn on this feature and set up the field that defines the relationship between the base entity and related entities in the Copilot Service admin center.
With this feature, support reps and admins can customize the summarization experience. For example, you can customize the experience for a custom entity, such as Work Order. You can configure case summaries to show linked work order summaries in descending order by the modification date. Service reps can select Summarize more records to generate extra work order summaries. This option lets them quickly review business details without opening each related record.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8b7e72de-ad1c-f011-9989-7c1e52199c3e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Customize formatting and headers for case and custom record summaries", "Investment area": "Copilot and AI innovation", "Business value": "Case and custom record summaries help users catch up on lengthy, long-running cases and custom records. These summaries often include dense text. This feature helps structure the content so users can catch up quickly.
", "Feature details": "When you customize the formatting for case and custom record summaries, you can organize your content. This customization makes it easier for service representatives to read records. It also helps representatives quickly bring up important information from their cases so they can provide customer service faster.
The feature includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use enhanced admin options for Case Management Agent", "Investment area": "Copilot and AI innovation", "Business value": "Case Management Agent can now be configured in minutes, significantly accelerating automation rollout. The streamlined setup experience reduces reliance on specialized admin expertise, minimizes configuration errors through built‑in previews and validation checks, and helps organizations deploy AI-driven case management faster and with greater confidence.
", "Feature details": "The key configuration enhancements for setting up Case Management Agent in the Copilot Service admin center are as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Automate case lifecycle tasks with Case Management Agent", "Investment area": "Copilot and AI innovation", "Business value": "Case Management Agent saves customer service representatives time by automating case details during live chats and from incoming emails. It reduces conversation wrap-up time. By sending follow-up emails and resolving cases automatically, the agent improves service representative efficiency and satisfaction by eliminating manual administrative tasks. The agent also identifies experts automatically and prompts customer service representatives to collaborate with them directly through Teams chat. It provides a seamless experience by automatically summarizing the case context. Collaboration summaries integrate into the application, enhancing the knowledge base and minimizing the need for future collaborations.
", "Feature details": "When a customer service representative accepts a live chat, the Case Management Agent automatically creates a case and fills in the required information. As the conversation continues, representatives can use the agent to update case fields in real time. When the conversation ends, the agent automatically updates the case fields.
Similarly, when automatic record creation (ARC) rules convert an email into a case, the system automatically extracts the required information from the email. The case stays up to date as the customer sends new emails.
Email classification uses AI to categorize incoming emails into predefined categories. With this classification, you can automate support workflows. For example, you can skip case creation for \"thank you\" emails or marketing spam emails, and create cases only for relevant inquiries. This classification helps optimize support processes, improve productivity, and reduce operational costs.
The Case Management Agent gives you intelligent collaboration prompts with one click. It automatically finds the right experts and creates a concise case summary to help collaborators get up to speed quickly. The case timeline captures collaboration insights, which streamlines future processes.
The agent also tracks cases that need attention. It sends follow-up emails based on SLA criteria. When a customer responds, the agent resolves the case or alerts the service representative. These capabilities boost the efficiency of case creation and closure. They reduce case handling time.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/10/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b852f18d-9d87-ef11-ac21-7c1e524913e3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "View the enhanced user experience for Copilot summaries", "Investment area": "Copilot and AI innovation", "Business value": "Case summaries and custom record summaries help users get up to speed with their cases or other records. This benefit drives efficiencies for customer service representatives across their workflows. By being available in a new user interface at the top of the form, all users can easily access these features. The functionality and behavior of the summaries stay the same. Users of any model-driven app that uses the incident entity, except for Copilot Service Workspace and Copilot Service Hub, get this feature by default.
", "Feature details": "As part of this update, the Case Summary and Custom Record Summary features in Dynamics 365 Customer Service appear at the top of the form. You don't need to configure a custom control to enable the feature. Also, the case summary feature is enabled by default for any users of any model-driven app that uses the incident entity. This change applies to all forms except four out-of-the-box forms: Case for Interactive experience, Enhanced full case form, Case, and Case for Multisession experience.
This change doesn't affect the summarization feature. For example, the following actions are still available:
Auto-enable Case Summarization guidelines
The feature doesn't automatically turn on case summary for organizations that opt out of auto-enablement of Copilot features.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"55e61480-4004-f011-bae2-000d3a990cc2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Define critical questions in evaluation criteria", "Investment area": "Copilot and AI innovation", "Business value": "Critical questions in evaluation criteria ensure evaluations accurately reflect business‑critical quality standards. Supervisors can define non‑negotiable questions within evaluation criteria that automatically fail evaluations when interactions don't meet required standards.
", "Feature details": "The critical questions feature allows supervisors to mark one or more questions within an evaluation criterion as critical and define the specific responses that result in a failure.
When the evaluation criteria are applied during an evaluation run and if any critical question fails, the entire evaluation is automatically marked as failed, regardless of other scores. This criteria ensures that business‑essential requirements such as compliance, safety, or mandatory disclosures are always enforced.
Critical questions integrate seamlessly with the Quality Evaluation Agent framework including criteria versioning and simulations allowing supervisors to validate changes before publishing while maintaining consistent, auditable quality outcomes.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"1ee2c0f1-25fe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Configure custom instructions in Copilot Ask a question", "Investment area": "Copilot and AI innovation", "Business value": "Custom instructions help Copilot deliver consistent, on‑brand, and preference‑aligned responses without requiring users to restate context. Organizations can define how Copilot should behave including tone, depth, format, and constraints to improve response quality, user satisfaction, and trust.
", "Feature details": "Custom instructions let organizations define persistent preferences that guide how Copilot responds in Ask a question. Instead of providing the same guidance in every prompt, customers can specify upfront how they want Copilot to behave across conversations.
Instruction types can include:
How it works
After you save custom instructions, Copilot automatically applies them to future interactions. Copilot uses these instructions as a guiding layer when generating responses, helping ensure consistent behavior while still adapting to each prompt.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/28/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"39e76215-4e01-f111-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Update knowledge base using Customer Knowledge Management Agent", "Investment area": "Copilot and AI innovation", "Business value": "Customer Knowledge Management Agent automatically turns untapped case and case-related conversation data into knowledge that supports your contact center. Customer Knowledge Management Agent harvests knowledge from cases in real time as service representatives close cases, helping your contact center respond to emerging issues in minutes. You don't have to wait weeks or months for long knowledge lifecycles. With historical article creation, Customer Knowledge Management Agent helps you quickly turn your historical case data (including case-related conversations, emails, case notes, and other details) into ready-to-use knowledge articles.
With actionable knowledge insights, supervisors and content managers monitor Customer Knowledge Management Agent and the health and usage of knowledge that Copilot uses. Tailored analytics empower users to enhance the quality and relevance of knowledge articles, resulting in more accurate Copilot guidance. This feature boosts productivity and decision-making accuracy, leading to improved user satisfaction and operational efficiency.
", "Feature details": "With real-time creation, Customer Knowledge Management Agent analyzes the case when agents close it. The agent analyzes case-related notes, conversations, and emails to draft a knowledge article that fills knowledge gaps and helps your organization respond to emerging issues in minutes. Customer Knowledge Management Agent compares the content of the case against your Dynamics 365 knowledge base to determine if a new article is needed. The agent also ensures that content isn't duplicated. It can even update existing articles with new information. It ensures compliance by removing sensitive data. You can extend the agent with custom automated compliance checks from your organization.
It can automatically publish the article, if configured to do so. Depending on your configuration, the agent makes the article accessible to support representatives, Copilot, and even self-service portals. Supervisors can review, edit, and monitor Customer Knowledge Management Agent's work.
The historical creation process gives the Customer Knowledge Management Agent the ability to unlock knowledge from your historical cases. It turns raw case data into ready-to-publish knowledge articles while preventing duplication, ensuring compliance, and giving supervisors tools to monitor the agent's work.
Knowledge insights give supervisors the information they need to assess and confirm the agent's ability to create reliable content for internal and external use. Supervisors can take quick actions to improve the knowledge repository and create the best Copilot experiences.
Supervisors who use the Customer Knowledge Management Agent automatically get this feature. When you set the autonomous-level preference to semi-autonomous or fully autonomous, the dashboard shows you performances for that level. The dashboard shows performances from draft creation to publishing. It also shows how Copilot uses the articles. The dashboard guides supervisors to articles that need review and that are nearing expiration. With this guidance, supervisors can take care of high-priority articles quickly.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/31/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"17bd737e-24e2-ee11-904d-000d3a55b688", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enable agent authentication for plugins", "Investment area": "Copilot and AI innovation", "Business value": "Customer Service agents use connector plugins to get information from external data sources. This process needs either administrator-level authentication or agent-level authentication. Currently, the system supports only administrator-level authentication for connector plugins. When you add support for agent-level authentication, organizations get more flexibility to manage authentication at the agent level or administrator level. With agent-level authentication, only agents who have access to external data sources can access data through connector plugins. This permission level removes the risk that an administrator's credentials become stale and make connector plugins inaccessible to agents.
", "Feature details": "In the Customer Service admin center, administrators can turn connector plugins on or off. Copilot in Dynamics 365 Customer Service uses these plugins. With a plugin wizard, administrators can set up authentication for administrators only or for agents.
When you set up agent authentication, your organization gets more flexibility. You can manage authentication for both administrators and agents.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/30/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"1a2a4d06-b659-ef11-a317-6045bdd88b0e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Extend Quality Evaluation Agent evaluation criteria", "Investment area": "Copilot and AI innovation", "Business value": "Extend Quality Evaluation Agent evaluation criteria to standardize quality across the organization while enabling teams to adapt criteria to their unique workflows.
", "Feature details": "Extend quality standards with governance, versioning, and transparent outcomes.
Together, these capabilities allow teams to evolve quality standards at scale while maintaining governance, consistency, and clarity across all customer engagements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/06/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"5fe0cb66-18fe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use Copilot to generate contextual partial email content", "Investment area": "Copilot and AI innovation", "Business value": "Inline Copilot boosts service representative productivity by reducing manual effort during email composition. When service representatives add extra content with Copilot's help, they improve the quality of the emails. This flexibility lets service representatives include relevant information, which enhances the accuracy and overall quality of the emails. By cutting down on back-and-forth interactions, this approach raises customer satisfaction (CSAT).
", "Feature details": "Customer service representatives can now use the inline email Copilot feature while drafting an email. With this feature, they can get AI assistance at any point during email composition. This enhancement helps representatives generate relevant partial drafts by using the existing email assist functionality. It seamlessly integrates with the ongoing content-boosting efficiency and response quality.
![\"Copilot](\"media/copilot-partial-draft.png\" "\\"Copilot")
You can use this functionality in the inline editor only. It's not available in the Copilot help pane.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/31/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"ad071798-a981-ef11-ac21-6045bddc55e6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Support multilingual evaluation criteria", "Investment area": "Copilot and AI innovation", "Business value": "Multi‑language evaluation criteria enable supervisors to define quality standards in the languages used by their teams and customers. Evaluations return results in the same language, improving clarity, adoption, and trust in quality outcomes across regions.
", "Feature details": "Supervisors can define evaluation criteria in a chosen language, including questions, instructions, and scoring. Quality Evaluation Agent evaluates customer engagements and returns outcomes, explanations, and insights in the same language end‑to‑end.
Language‑specific criteria integrate seamlessly with Quality Evaluation Agent capabilities such as versioning and simulation, enabling teams to validate changes and evolve quality standards confidently. This supports global organizations in scaling quality programs while accommodating multilingual customer engagements and localized operations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/27/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3f1a518d-24fe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Control evaluation volume with sampling", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent advanced sampling gives supervisors precise control over how many interactions are evaluated. By adding sampling to condition‑based evaluation plans, organizations can scale quality programs sustainably, reduce noise, and focus effort where it matters most without overwhelming reviewers or budgets.
", "Feature details": "With advanced sampling, Quality Evaluation Agent evaluation plans support sampling in addition to existing condition builders. Supervisors define conditions to identify relevant interactions, then apply sampling rules to limit how many of those interactions are evaluated on each run.
Sampling options include:
This keeps evaluations focused and manageable while delivering representative quality insights. Sampling works seamlessly with scheduled evaluation plans, helping supervisors balance coverage, cost, and operational load as quality programs scale.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"bf6e147d-28fe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Evaluate cases with Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent automatically reviews cases and assigns quality scores along with detailed evaluation insights. These insights help supervisors to identify improvement areas and enhance case-handling quality.
The Evaluation Framework defines business quality standards for all agents, human and AI, using comprehensive evaluation criteria. With predefined evaluation plans, the framework automatically assesses case interactions based on specific conditions.
", "Feature details": "The Quality Evaluation Agent for case evaluations enables supervisors to automatically assess support case records using customizable evaluation criteria. Available in Dynamics 365 Customer Service and managed through the Copilot Service admin center, this feature allows administrators to enable or disable the Quality Evaluation Agent and ensures that only authorized users with the required permissions can access evaluation results.
Supervisors can define evaluation criteria using natural language or structured templates, assign scoring weights, and configure evaluation plans to run on-demand or at scheduled intervals. Evaluations are performed by the Quality Evaluation Agent and surfaced in the dashboard with actionable insights, detailed scoring breakdowns, and coaching recommendations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/24/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a8439a52-4516-f011-998a-7c1e526a61fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Evaluate cases in bulk with Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent bulk case evaluation automates scheduled assessments across targeted cases, enabling consistent quality monitoring, early issue detection, and reliable performance measurement without manual effort.
", "Feature details": "Schedule, run, and track quality evaluations across cases automatically.
Quality Evaluation Agent bulk cases evaluation lets supervisors create evaluation plans directly on case records and execute them on a defined schedule (for example, daily). Each plan targets a specific subset of cases based on supervisor‑defined conditions, ensuring evaluations focus on the most relevant interactions.
Supervisors can edit evaluation plans at any time, with updates applied to future runs while past executions remain preserved for reference. Every execution is logged in a run history view, providing full visibility into when evaluations ran, which cases were included, and how quality outcomes evolved over time.
Bulk evaluations automatically reference the published evaluation criteria version active at runtime. This ensures consistent and traceable quality measurements as standards evolve.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"03/20/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"dea4d0e7-1afe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Manage criteria versions for Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent criteria versioning allows supervisors to update and improve evaluation criteria while protecting ongoing customer engagement measurements. It enables teams to iterate, validate, and refine criteria without disrupting active quality runs, ensuring consistency, reliability, and operational continuity across the organization.
", "Feature details": "Use built‑in versioning to edit, test, and publish evaluation criteria.
Quality Evaluation Agent criteria versioning enables supervisors to update evaluation criteria that are actively used to measure customer engagement quality. Each modification automatically generates a new version, ensuring that ongoing evaluations continue to run against the previously published version without interruption.
All versions are available in the evaluation criteria Versioning History tab, providing complete visibility into how the criteria have evolved. Supervisors can review earlier versions, restore any version to make it the current one, or discard draft updates as required.
To support informed publishing decisions, supervisors can run simulations on any criteria version to preview Quality Evaluation Agent generated outcomes. Simulation results remain visible only to the supervisor and aren't stored in customer engagement records or reflected in organizational quality scores. This allows teams to validate changes, fine‑tune instructions, and confirm expected behavior before releasing updated criteria for live evaluations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/06/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a5ced3dd-0ffe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Validate knowledge and process adherence with evaluations", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent knowledge source adherence helps organizations ensure customer service representatives follow approved knowledge articles, scripts, and documented business processes. By linking quality evaluations to trusted knowledge sources, supervisors can reduce risk, improve compliance, and maintain consistent service quality across teams.
", "Feature details": "Evaluate agent interactions against approved knowledge and business processes.
With Quality Evaluation Agent knowledge source adherence, supervisors can create evaluation criteria that reference specific knowledge articles or knowledge sources. They define targeted questions that verify whether agents followed required steps, used accurate information, and adhered to documented guidance during customer interactions.
During evaluations, Quality Evaluation Agent automatically compares representative responses against the selected knowledge source and surfaces clear outcomes that show whether required measures were met. Knowledge‑based questions can be scored or treated as compliance checks, making it easy to identify gaps, reinforce standards, and drive continuous improvement.
This capability integrates seamlessly with Quality Evaluation Agent’s evaluation framework, supporting versioning and simulations so supervisors can validate knowledge‑adherence criteria before publishing them for live quality evaluations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"ef1ec913-27fe-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/19/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Validate criteria using Quality Evaluation Agent simulation", "Investment area": "Copilot and AI innovation", "Business value": "Quality Evaluation Agent simulation enables supervisors and quality managers to validate new or revised evaluation criteria against real customer engagement data and review predicted outcomes prior to broad deployment. This minimizes trial‑and‑error, promotes alignment on expected quality standards, and strengthens confidence in automated evaluations by ensuring that criteria work as intended before being used in recurring assessments.
", "Feature details": "Simulate evaluation criteria on a controlled set of real customer engagements to validate Quality Evaluation Agent predictions, iterate, and then publish.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use shadow mode for Case Management Agent predictions", "Investment area": "Copilot and AI innovation", "Business value": "Reduce risk and accelerate AI adoption by validating Case Management Agent performance on real cases without impacting customers or operations.
", "Feature details": "How it works
Enable shadow mode in Case Management Agent settings for selected lines of business or case rules. The system generates predicted outcomes only, including:
No customer‑facing communication is sent and no case data is modified.
A dedicated shadow results view per case shows:
Administrators review shadow results to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Simulate case‑resolution flows before production", "Investment area": "Copilot and AI innovation", "Business value": "Safely validate Case Management Agent resolution logic before it impacts customers and catch configuration and instruction issues early. Provide clear, reviewable evidence (accuracy, tone, actions) to speed approvals for pilots and autonomous use. Estimate resolution quality, operational impact, and credit usage upfront to justify scope and investment.
", "Feature details": "Scope
Experience
Output: Actionable metrics including resolution accuracy, clarification gaps, failures, tool usage, and estimated credit impact.
Admin and automation
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Monitor AI agent activity in agent feed", "Investment area": "Copilot and AI innovation", "Business value": "The agent activity monitoring experience allows supervisors to observe customer interactions when needed, enabling them to improve AI agents and better serve customers. This enables organizations to roll out fully autonomous contact centers to drive cost savings with confidence that there's human monitoring.
", "Feature details": "In Power Apps, the feature is enabled by administrators for supervisors who are operationally responsible for managing AI agents within an organization.
Supervisors can then view the agent activity on their dashboard in Copilot Service workspace. The highlights of the monitoring experience are as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Create custom summaries for any record type", "Investment area": "Copilot and AI innovation", "Business value": "The custom record summary feature enhances the productivity of customer service representatives by giving them access to automatically generated summaries of key record data. This feature reduces the time spent on manually reviewing details and empowers service representatives to provide faster and more accurate responses to customer queries.
", "Feature details": "The custom record summary feature uses AI to generate summaries for any custom record type in Dynamics 365 Customer Service. Administrators choose the record type to summarize and select the data fields to include.
Summaries help service representatives quickly understand important records, such as custom case record types or other out-of-the-box record types like account and contact.
Use this feature to create summaries for custom record types, such as work orders, part orders, or any other custom table you create.
This feature helps reduce manual work for service representatives.
Key capabilities
Benefits
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Set up assessment plans with evaluation framework", "Investment area": "Copilot and AI innovation", "Business value": "The evaluation framework is the foundation of the quality management solution. It lets supervisors set business quality standards for customer service representatives and AI agents by using detailed evaluation criteria. The framework can automatically assess customer interactions based on specific conditions with evaluation plans.
The framework offers control over score calculations, either through weighted criteria or equal distribution. Additionally, AI supervisors have the option to review scores before they are published.
", "Feature details": "You can manage the quality evaluation framework that you set for Quality Evaluation Agent through the Copilot Service admin center. The evaluation framework enables autonomous and AI-assisted assessments of customer interactions across channels, such as cases and conversations.
The key components of the framework are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "View customer sentiment indicators on a case", "Investment area": "Copilot and AI innovation", "Business value": "This capability provides an immediate view of customer sentiment, helping agents and supervisors identify potential escalations early and respond proactively. By consolidating sentiment across email, chat, and voice into a single, easy‑to‑interpret indicator, it supports better case prioritization and service decisions. Surfacing sentiment directly in case forms and grids also reduces time spent reviewing interactions, improving agent efficiency and overall service quality.
", "Feature details": "Scope
Experience
Case sentiment appears on the case form, enhanced Active Cases grid, and agent inbox card (when added to the agent profile). It updates automatically when new emails arrive or conversations close, provided sentiment is enabled.
Setup
Output
Displays a sentiment score and icon representing the combined emotional tone of recent interactions. The score reflects channel weight, interaction recency, and per‑interaction sentiment, and recalculates automatically as new interactions are received.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9b542313-5e01-f111-8406-6045bda6fdea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Customize case summaries with wide number of attributes and custom record types", "Investment area": "Copilot and AI innovation", "Business value": "This feature helps customer service representatives customize case summaries to make them more relevant. By adding more attributes you can use to customize these summaries, your service representatives catch up on their cases faster and serve their customers more efficiently.
", "Feature details": "Case summaries in Dynamics 365 Customer Service now give you a much-improved capability to customize the data attributes that the summary uses. You can use up to 16 different attributes to customize the summaries.
You can apply these attributes to the incident table or to any related table. The table that you choose must have a direct relationship with the base incident table.
The key features of the case summary attributes include the following capabilities:
With these customizations, your representatives can use case summaries more effectively to reach their goals and serve customers.
Admins can configure this feature in the Customer Service admin center by selecting Manage Data > Productivity > Summaries. Then, they can set up the attributes they want in the settings.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/15/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"453898ad-c1ff-ef11-bae3-000d3a1a25a0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Mask sensitive data and prevent unauthorized access", "Investment area": "Omnichannel", "Business value": "To safeguard sensitive data isn't just a necessity, but a mandate for contact centers. As the custodians of customer trust, contact centers are pioneering the use of cutting-edge methods to protect customer data at every stage—acquisition, transmission, and storage. Digital Contact Center Platform steps up to this challenge with its sensitive data masking feature.
This feature provides the following configuration capabilities to prevent unauthorized access and create a secure environment for agents and supervisors to address customer needs.
Transform customer support communication with intelligent template recommendations that reduce response times and remove administrative friction. By using AI to precisely match contextual templates, support teams can greatly reduce manual template searching time, speed up case resolution, and deliver more consistent, accurate customer communications.
", "Feature details": "Copilot email assist now suggests relevant email templates so that service representatives don't need to manually search for templates. Copilot bases its suggestions on the email content, search context, and thread intent. Representatives can access these suggestions directly from the email editor.
This feature uses a pay-as-you-go pricing model if coupled with intent capabilities. For personal copilots, this feature is not charged. Learn more in Pay-as-you-go plan.
Representatives can enter a custom prompt in the inline email assist card when they reply to a customer.
Copilot matches the prompt with email templates stored in the application. It selects the most appropriate template in the inline email form.
![\"Copilot](\"media/email_draft_01.png\" "\\"Copilot")
Representatives see the name of the selected email template. They can select a different email template if they want.
![\"Template](\"media/email_draft_02.png\" "\\"Template")
For representatives to use this feature, administrators must do the following:
Fallback behavior: If no email template is identified, then the email draft is created using existing inline email assist capabilties.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/15/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"50ee3be7-4ddc-ee11-904d-00224822dc70", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use proactive prompts and insights generated by Copilot", "Investment area": "Copilot and AI innovation", "Business value": "With proactive prompting, agents don't need to type anything to discover and prompt Copilot. This feature saves agents time and improves the quality of their overall experience.
", "Feature details": "Proactive prompting gives agents the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Connect AI agents using Model Context Protocol server", "Investment area": "Copilot and AI innovation", "Business value": "With this capability, developers can simplify integrations of AI agents. You save significant development time and resources, and your team can focus on higher-value tasks.
Service representatives can connect to their favorite AI agent, such as in Microsoft Teams or Microsoft 365 Copilot, through the Model Context Protocol (MCP) server. Connecting to an AI agent is as easy as installing a new mobile app. When representatives use an AI agent, they increase their productivity. Faster resolution times and improved customer satisfaction follow.
", "Feature details": "Service representatives can now use AI agents to perform rich actions such as case enrichment, drafting and sending email responses, or recommending next steps. With the Dynamics 365 Customer Service MCP server, teams can automate key parts of the support lifecycle while ensuring each interaction complies with your organization’s data and security standards.
Because the MCP server works across the broader MCP ecosystem, you can combine it with the Dataverse MCP server or other business‑app MCP servers to orchestrate cross‑functional workflows. For example, resolving a support case and then triggering downstream actions in ERP or sales systems.
The new Dynamics 365 Customer Service MCP server introduces a powerful set of tools that enable AI‑driven updates, recommendations, and customer communications.
| Tool | What it does |
|---|---|
enrich_case | Enriches a case by predicting and updating fields using AI‑powered suggestions (for example, from an email activity). |
get_next_suggestion_on_case | Provides recommended next steps for a case using contextual signals such as customer messages or case history. |
draft_email_with_suggested_response | Drafts a customer‑ready response using case context and suggested actions. |
send_email | Sends a previously drafted email using Dataverse email records. |
resolve_incident | Resolves a case with required resolution notes. |
These tools allow agents to read, write, and update Dataverse data, enabling cross‑system workflows:
list_tablesdescribe_tableread_querycreate_recordupdate_recordretrieve_knowledgeVisit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Insert Copilot prompts in email templates", "Investment area": "Copilot and AI innovation", "Business value": "You can speed up email responses with intelligent template prompts. Copilot prompts in email templates automatically fill email templates with the prompt content. This feature reduces the service representative's workload and ensures consistent, accurate customer communication.
", "Feature details": "With this feature, administrators can set up email prompts in email templates. When a customer service representative uses an email template, Copilot automatically fills in content from the prompts. This feature boosts agent productivity and cuts down on manual work.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/15/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"9f44ac91-a981-ef11-ac21-6045bddc55e6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Access voice channel features in GCC Moderate", "Investment area": "Omnichannel", "Business value": "Customers in Microsoft Government Community Cloud (GCC) Moderate can now access features from the voice channel in Omnichannel for Customer Service. The GCC is a set of environments built to meet specific needs of US Government agencies and this release supports the voice channel to be a part of it.
", "Feature details": "In this release, the voice channel in Omnichannel for Customer Service will be available for GCC Moderate customers via Azure Communication Services Direct Routing. With this support, customers in government clouds will have access to the following features in the voice channel:
Agent
Bot
Calling and routing
Supervisor
Customer
Customers require real-time monitoring of system health to investigate issues proactively and ensure operational continuity. By integrating Omnichannel for Customer Service with Application Insights, customers can now access self-serve information to monitor operational telemetry, troubleshoot issues, and understand the root cause to guide their mitigation plan.
", "Feature details": "Customers require a real-time monitoring view of system health to investigate issues proactively and ensure operational continuity. By integrating Omnichannel for Customer Service with Application Insights, customers can now access self-serve information to monitor operational telemetry, troubleshoot issues, and understand the root cause to guide their mitigation plan.
With this capability, customers use Application Insights to:
Agents can get knowledge base article previews from global search without opening the article in the knowledge authoring experience. This capability saves agents time and reduces their cognitive load.
", "Feature details": "As an administrator, enable this option for your agents in the Customer Service admin center. When you enable this option, agents can view knowledge base article previews from global search without opening the knowledge authoring form experience. This feature saves agents time and gives them a simpler and faster way to read knowledge articles through global search.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"48f1d844-b46c-ef11-bfe2-7c1e5216d7d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Manage cases efficiently with enhanced case controls", "Investment area": "Service representative experiences", "Business value": "Agents must upload attachments one at a time. To open an attachment, they search for it in the case timeline. Because of this process, agents need intuitive controls on the case form to easily find and access relevant information. With these controls, agents can perform operations efficiently.
When you add enhanced case form controls to the default case form, Case for multisession experience in the Customer Service workspace application, agents can easily upload and view multiple attachments. They can use color-coded icons to quickly identify fields during case creation. These enhancements simplify daily case management tasks, reduce effort, and increase productivity.
", "Feature details": "With this enhancement, the out-of-the-box case form in the Customer Service workspace, Case for multisession experience, enables agents to perform the following actions by default:
The Customer Service workspace application enables all these capabilities by default on the out-of-the-box case form, Case for multisession experience.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9ea3c613-db4c-ee11-be6f-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Prioritize cases with improved case grids", "Investment area": "Service representative experiences", "Business value": "Case grids that show agents' active cases with color differentiators for columns like priority and origin, and information like next SLA, last interaction, escalated status, and case age, help agents prioritize cases that need the most attention. Agents can also go directly to the latest interaction on the case. This capability improves agents' productivity when they work on cases.
", "Feature details": "With the improved case grids, agents can do the following tasks:
IsEscalated status, and latest activity in the Enhanced Active Cases view.By default, all customers get the improvements to the case grid. Administrators can turn on editing functionality with the control to let agents edit information directly on the grid.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"40c2778d-6ee0-ee11-904d-00224827e97b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Monitor customer wait time through live conversation counter", "Investment area": "Service representative experiences", "Business value": "Customer service representatives need to track the elapsed time since they last helped the customer to meet business service-level agreements (SLAs). Timely responses boost customer satisfaction. When customer satisfaction is high, businesses maintain or grow revenue through brand loyalty.
", "Feature details": "Here are the key details of the feature.
Customer service representatives:
Administrators:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enable customers to create multisession apps", "Investment area": "Service representative experiences", "Business value": "Customers work in many different lines of business, and each line of business needs its own application. With separate applications for each line of business, customers can create unique experiences for different business segments. When you enable the multisession functionality for representatives who use custom model-driven apps, you give organizations the ability to create multiple specialized workspace applications that fit their specific business requirements. By bringing this browser-like experience to custom apps, organizations keep their unique business processes while giving agents the efficiency benefits of concurrent session management.
", "Feature details": "When you use the create multisession apps enhancement, administrators can turn on multisession capabilities for custom model-driven applications. With this feature, customer service representatives can manage multiple customer interactions at the same time within a single application. Representatives can handle several cases, conversations, and other activities without switching between apps. This capability greatly improves productivity.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/30/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f3bd83a5-8de0-ee11-904d-00224827e88b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Override timeout rules in SLA-based automatic actions", "Investment area": "Service representative experiences", "Business value": "In scenarios where a service representative is on leave, needs more response time, or transfers a conversation to a different queue, the service representative can change the flow of the rules for automatic actions.
", "Feature details": "The ability to override ensures that automation doesn't interfere with active or sensitive conversations. It empowers representatives to pause or resume timeout rules based on real customer needs. This flexibility prevents premature conversation closures and builds confidence when working within automated workflows. The override is a critical capability for enterprise customers who require both structured processes and adaptability.
Once enabled, this feature empowers representatives to view and control timeout rules applied to their conversations. Here’s what they can do:
Rules have clear states like Active, Inactive, Just Ran, Turned Off, and Cannot Off when close to triggering. Visual cues and tooltips meet accessibility standards, making it easy for a representative to manage automation without disrupting active engagements.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/30/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"27e28032-fe7d-ef11-ac21-7c1e52164557", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Compose emails using improved attachment experience", "Investment area": "Service representative experiences", "Business value": "The enhanced attachment experience lets agents drag and drop attachments in emails, so they save time and get more done. If agents forget to include an attachment after mentioning it in the email subject or body, the system sends a reminder.
", "Feature details": "With the enhanced email attachment experience, agents can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enhanced timeout rules to meet SLAs for conversations", "Investment area": "Service representative experiences", "Business value": "The enhancement encompasses a more holistic logic and also benefits the release-to-queue action that's new.
", "Feature details": "The non-response time of the representative is now derived as follows:
After the initial contact between the representative and customer, in which the customer has sent a message and started the chat, the system calculates the time that the customer waits after the representative accepts the conversation.
If the representative accepts the notification, the auto-assign notification times out, or a supervisor manually assigns, then:
For example:
After there is rapport (back and forth messages), the normal calculation of representative non-response time mid-conversation logic is used:
For example:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enhance authoring with modern rich text editor", "Investment area": "Service representative experiences", "Business value": "The modernized rich-text editor gives you advanced editing capabilities for a better authoring experience. Users can customize the editor's appearance, features, and behavior.
", "Feature details": "The rich text editor control is a lightweight, HTML-based editor that's built on the popular CKEditor. It lets you create, paste, and edit formatted text in your model-driven apps.
You can customize the editor. To format text in the editor, use the editor toolbar, insert HTML tags, or paste formatted text from other applications, like a web browser or Microsoft Word.
As part of this advancement, we’re phasing out the current rich text editor and integrating its capabilities into the modern rich text editor.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e20b8b64-e492-ee11-be37-00224827e5d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use the modernized and refreshed Copilot Service workspace app", "Investment area": "Service representative experiences", "Business value": "The new Fluent 2 design theme in Copilot Service enhances the user experience. This implementation ensures branding consistency. It also provides a modernized look and feel.
", "Feature details": "The Copilot Service workspace application has a modern, more visually appealing user interface.
The new functionalities of the workspace enhance usability. They make the product easier to navigate and more intuitive for users.
Some changes from the modernization include the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Increase user productivity with new modern rich text editor", "Investment area": "Service representative experiences", "Business value": "The new modern rich text editor gives you a fresh look and customization options to help your users work more efficiently and productively. With feature enhancements such as a modern design, dark mode, high-contrast themes, and Copilot capabilities, users can improve their text editing capabilities. The modern rich text editor aligns with the intuitive user interfaces that users know from Microsoft Office 365 products, including Outlook, Word, and OneNote. Additionally, users can customize the modern rich text editor to fit their needs.
", "Feature details": "The new modern rich text editor provides improved functionality and customizations. It aligns with the familiar and intuitive interfaces of Microsoft applications such as Outlook, Word, and OneNote. This new text editor uses a modern design, dark mode, high contrast themes, and Copilot functionality to enhance your text editing capabilities. Users and organizations can customize the new modern experience to fit their specific needs.
You can add the modern rich text editor to a model-driven app or use it in Dynamics 365 apps. It's on by default and doesn't require admin configuration. However, to use the modern rich text editor, you must enable it in Power Apps if you're currently using the classic experience.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5e8baab6-6415-f011-998a-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enhance Copilot responses with knowledge from additional sources", "Investment area": "Service representative experiences", "Business value": "The performance of Copilot depends on the quality of knowledge it accesses. With this feature, you can connect to different knowledge management platforms without ingesting content into the Dynamics 365 knowledge base. By expanding knowledge coverage, you improve the quality of Copilot responses and boost agents' experience and productivity.
", "Feature details": "By using Knowledge Hub in Microsoft Copilot Studio, Dynamics 365 Customer Service lets admins set up knowledge management platforms that go beyond the Dynamics 365 knowledge base. This setup makes Copilot responses more relevant and useful.
This cohesive, intuitive, and high-performing solution improves customers’ Copilot experience by searching, consolidating, and summarizing knowledge from multiple sources. To enable it, administrators select Knowledge Hub as a knowledge source option in the Customer Service admin center. They follow the instructions in the Knowledge Hub to configure their preferred knowledge sources. After configuration, the new knowledge source content powers the Copilot experience in Dynamics 365 Customer Service.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "12/20/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"5106f2f4-bd75-ef11-a670-7c1e520c9c19", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "View recent, pinned records in Customer Service workspace", "Investment area": "Service representative experiences", "Business value": "The sitemap in the Customer Service workspace application doesn't show recent and pinned records. This limitation creates a usability gap when users move from the Customer Service Hub app to the Customer Service workspace app. With this enhancement, users see the same recent and pinned records, so they get a consistent experience.
", "Feature details": "The multisession app now shows recent and pinned records in the sitemap. This feature helps users be more productive when they return to the same records after starting the multisession app. It also helps users switch between single session and multisession apps.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"516ceea2-8be0-ee11-904d-00224827e88b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use Execute JavaScript macro to create your own custom macros", "Investment area": "Service representative experiences", "Business value": "This feature addresses a critical extensibility gap for Unified Service Desk customers migrating to a Customer Service workspace by introducing custom macros with JavaScript execution capabilities. By enabling administrators to integrate third-party applications and create specialized actions through JavaScript files stored as Dataverse web resources, organizations can maintain their existing workflows and investments in external tools. This enhancement eliminates barriers to Customer Service workspace adoption. It reduces migration friction, preserves customized business processes, and lets customer service representatives work efficiently within a single interface.
", "Feature details": "With this enhancement, administrators can extend the Customer Service workspace functionality through a new Execute JavaScript macro action type (Custom Macros). This enhancement addresses a critical gap for Unified Service Desk customers who rely on third-party integrations.
By uploading JavaScript files as Dataverse web resources, organizations can create specialized actions that go beyond the standard offerings. The addition of parameter customization provides extra flexibility for complex scenarios. With this enhancement, businesses can keep their existing workflows and investments in external tools while transitioning to a Customer Service workspace.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"ec8b90b7-8677-ef11-a671-000d3a54b13d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Perform bulk actions on filtered conversations", "Investment area": "Service representative experiences", "Business value": "This feature helps contact center supervisors manage large volumes of conversations efficiently. By enabling search and bulk actions based on filters like intent, queue status, and time frame, supervisors can balance workloads, send messages, and close or transfer conversations in a few clicks. This capability drives faster resolution, reduces agent load, and ensures a smoother customer experience.
", "Feature details": "Supervisors can now take bulk actions on multiple conversations at once by filtering conversations based on key attributes such as queue and status. You can find these new capabilities directly in the All ongoing conversations view within the Copilot Service workspace > Conversations dropdown.
The bulk action workflow includes:
Bulk actions include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enhance service representative efficiency with custom productivity tools", "Investment area": "Service representative experiences", "Business value": "This feature helps Unified Service Desk users migrate to Copilot Service workspace by allowing them to create tools that are customized to meet their exact business needs. This enhancement provides significant value by eliminating barriers to Copilot Service workspace adoption, reducing migration friction, preserving customized business processes, and allowing customer service representatives to work efficiently within a single interface.
", "Feature details": "Custom productivity tools in Copilot Service workspace empower service representatives by embedding tailored, interactive components directly into their workflow. These tools—built as either low-code custom pages or pro-code Power Apps Component Framework (PCF) controls—are surfaced through the productivity panel, allowing representatives to access them contextually during sessions.
For example, a representative might toggle between Copilot and a custom-built credit score checker while handling a case, streamlining access to critical resources without leaving the workspace. Although these tools are not inherently session-aware, developers can implement session context handling using Microsoft’s Application Profile Manager (APM) APIs, enabling the tools to dynamically retrieve relevant case or conversation data. This integration significantly enhances agent efficiency by reducing task-switching, automating repetitive actions, and identifying relevant insights—ultimately leading to faster resolution times and improved customer satisfaction.
Admins with the Productivity tools administrator security role can quickly create or update custom productivity tools in Copilot Service admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"fbdcdfaa-837f-ef11-ac21-000d3a54b13d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Create personalized case views in the inbox", "Investment area": "Service representative experiences", "Business value": "When service representatives personalize case views, they create case views that work best for them in the inbox. With these customized case views, service representatives can boost their productivity and organize their work more efficiently.
", "Feature details": "When you use personalized case views, your service representatives can create inbox case views that help them organize their work in the way that works best for them.
Personalized case views include the following steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Automatically restore sessions after a browser refresh", "Investment area": "Service representative experiences", "Business value": "When service representatives refresh their browser windows while in the Customer Service workspace, they expect all previously opened sessions and tabs to appear. Current functionality requires that users reopen their sessions and tabs one by one. This usability improvement saves time and helps service representatives be more productive.
", "Feature details": "When users work in the Customer Service workspace, they expect a refreshed browser to reload the sessions and tabs they opened.
Current experience
Currently, if a user refreshes or reconnects a browser in the Customer Service workspace, the app reloads only the home page. Users need to reopen any other tabs or sessions, such as calls, cases, chats, and messages. The app forces this manual reload in any of the following scenarios:
New experience with session restore
In the new experience, the browser automatically restores the following items when it refreshes:
New experience callouts
Be aware of the following caveats when using the new browser refresh experience:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "View handling time for a case", "Investment area": "Service representative experiences", "Business value": "While working on a case, customer service agents review case details, the customer's recent cases, and interaction history. They communicate with the customer through various channels. They also spend time researching offline, collaborating with peers, and taking notes on the case. When the system automatically captures the time agents spend on a case, agents don't need to enter it manually. Agents can view the automatically calculated case time and add any buffer time as time logs that the calculation didn't account for. This process helps ensure the accuracy of time logged on the case.
When agents view case handling time for each case, they can measure the actual amount of time they spend actively working on the case. Supervisors can use this information to calculate average case handling time. They use this data to forecast agent staffing needs and achieve better efficiency. With this information, supervisors can plan their staffing to meet customer needs while optimizing operational costs.
", "Feature details": "Agents and supervisors can view case handling time for each case. Key capabilities include:
Administrators can turn on this feature in the Customer Service admin center. For more information about adding the case handling time widget to case forms, see Configure case handling time widget to case forms.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/31/2024", "GA date":"12/31/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"2de963c6-c54c-ee11-be6f-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Search for user experience profile assignments", "Investment area": "Service representative experiences", "Business value": "With this enhancement, administrators can quickly find and verify user experience profile assignments in the Copilot Service admin center (CSAC) through a new search feature. By removing the need to manually search through multiple interfaces or records, this feature streamlines administrative workflows, reduces troubleshooting time, and enables more efficient user management. This search capability helps administrators quickly make sure that the right users have the correct profile assignments.
", "Feature details": "Administrators can use new search functionality in the Copilot Service admin center to quickly find and verify user experience profile assignments. This capability shows how specific users get experience profiles in Dynamics 365 Customer Service and Dynamics 365 Contact Center. You see if the assignment is direct, default, rule-based, or rank-based. By removing the need to manually search through multiple interfaces or records, this feature streamlines administrative workflows, reduces troubleshooting time, and enables more efficient user management.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0d06c313-8577-ef11-a671-000d3a54b13d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enable enhanced screen recording controls for admins", "Investment area": "Supervisor experiences", "Business value": "As an administrator, you now have greater flexibility and control over how your teams capture and review screen activity. Clear role‑based access controls let you decide who can view or download recordings, strengthening compliance and oversight. You can also link recordings to the correct cases even outside voice calls, creating cleaner records and speeding up investigations. Together, these improvements reduce rework, save time, and make coaching and reviews more effective.
", "Feature details": "The enhanced version of screen recording provides greater flexibility and control for organizations that require more granular recording behavior. This release expands support for manual start and stop recording in non‑voice scenarios such as chat, case‑in‑focus, and queue‑presence workflows allowing agents to control recordings directly from the UI when automatic triggers aren’t appropriate. Role‑based access is refined so supervisors, auditors, and agents have clearly differentiated permissions to view or download recordings, helping organizations meet internal review and compliance requirements.
Administrators can also manually link recordings to cases or conversations when sessions don’t originate from voice calls, ensuring recordings are attached to the correct entity. Improved error handling now safely detects and cleans up failed uploads when the desktop capture app is closed unexpectedly.
All new capabilities are disabled by default, giving organizations time to validate policies and workflows before enabling additional controls. Administrators can enable manual recording for non‑voice engagements through settings and specify which roles can start, stop, review, or download recordings using existing security roles.
Manual linking is available from the case or conversation record through an Add recording action, allowing approved recordings to be attached to the appropriate entity. Enhanced error‑state handling requires no additional configuration and becomes active automatically when the feature is enabled. Administrators can disable individual capabilities at any time by turning off the relevant settings or removing role permissions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"888f1a8d-65fd-f011-8406-7c1e521ae427", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Improve accuracy of conversation time-related metrics", "Investment area": "Supervisor experiences", "Business value": "Average handle time (AHT) and assisted supported time are key metrics that contact centers use to track agent performance. Use these metrics in business planning, forecasting, and staffing planning. Current AHT logic and calculations work for synchronous live chats. They don't support newer channels added recently. This feature improves the reliability of AHT metrics by using server signals.
", "Feature details": "Key capabilities include improving the accuracy of conversation time-related metrics by using server signals.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Filter chat data by queues in real-time analytics dashboard", "Investment area": "Supervisor experiences", "Business value": "Businesses that use support services use the real-time analytics dashboard to monitor metrics and activities related to customer support. When a supervisor accesses the dashboard, they see chat metrics for all queues, not just the ones they manage. This feature ensures that supervisors see only relevant data for the queues they support when they access the omnichannel real-time analytics.
", "Feature details": "This feature automatically filters conversation data by the signed-in reporting user's queue association in real-time analytics.
With this feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Configure short abandon and service-level threshold insights", "Investment area": "Supervisor experiences", "Business value": "Configurable short abandon and service-level threshold enhancements deliver more accurate abandon rates, clearer service-level agreement performance, and better decision-making by filtering out nonactionable customer disconnects.
", "Feature details": "Enhanced abandon rate reporting in Dynamics 365 Contact Center improves accuracy and operational relevance.
Enhancements include the following:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Provide near real-time analytics for record routing", "Investment area": "Supervisor experiences", "Business value": "Contact center managers need to react to events such as increases in the volume of incoming customer queries, longer resolution times, customer escalations, and agent absences. By optimizing agent allocation in real time, managers provide top-notch support and boost customer satisfaction. When managers see the overall support performance through near real-time reporting, they can monitor key operational metrics, make course corrections at the right time, and keep service levels high.
", "Feature details": "Key capabilities for supervisors and managers of contact centers include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Analytics dashboards and insights in Government Community Cloud", "Investment area": "Supervisor experiences", "Business value": "Currently, organizations in the Government Community Cloud don't have access to the out-of-the-box analytics reports, which limits the insights available to supervisors. This release supports Government Community Cloud and addresses these limitations.
", "Feature details": "As part of this release, customers in the Government Community Cloud get the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Monitor intent and agent groups for real-time record routing", "Investment area": "Supervisor experiences", "Business value": "In an autonomous contact center, intent is the key element that integrates all operations. Organizations set up intents and intent groups for the contact center to handle. Real-time analytics empower contact center supervisors to effectively monitor conversations and track operational metrics using intent attributes.
This capability enhances decision-making by providing immediate insights into customer interactions, allowing supervisors to identify trends, optimize representative performance, and ensure that customer queries are resolved efficiently. By leveraging intent attributes, supervisors can gain a deeper understanding of customer intent and improve overall service quality, driving business value through enhanced operational efficiency and customer satisfaction.
", "Feature details": "To view the Intent group and User group dashboards:
Key improvements include:
As part of visual customization, all real-time dashboards including Summary, Queue, Agent, Ongoing Work items and Backlog Work items reports can be filtered by intent group, intent, and line of business by using the IntentFamilyName in DimIntent dimension. Learn more about visual customization. You can search the data measures for intent to pick specific intent-based filters.
Two new report pages on the existing Realtime Record Routing dashboard:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "View persistent chats in backlog conversation dashboard", "Investment area": "Supervisor experiences", "Business value": "Out-of-the-box analytics don't give supervisors the tools to differentiate between persistent and non-persistent chats. This limitation can cause confusion because supervisors and organizations usually measure the performance of persistent chats differently. For example, the wait time for persistent chats uses a different calculation than it does for non-persistent chats. To prevent confusion and help supervisors do their jobs effectively, out-of-the-box analytics now differentiate between persistent and non-persistent chats and introduce a backlog conversation view.
", "Feature details": "The key capabilities of this feature are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Edit schedule bookings using drag and drop", "Investment area": "Supervisor experiences", "Business value": "Reduce time and effort required to update customer service representative schedules during both planning and intraday operations. Supervisors can quickly adjust bookings using direct visual interactions, improving productivity, minimizing operational friction, and enabling faster response to changing staffing needs. This leads to more accurate schedules and better workforce usage through a modern, intuitive scheduling experience.
", "Feature details": "This enhancement streamlines high‑volume scheduling tasks and delivers a modern, visual editing experience that aligns with workforce management workflows.
Editing schedule bookings using the drag-and-drop functionality provides supervisors with the following benefits:
Users who have access to the Workforce Management Schedule People view can access this feature.
To use Workforce Management capabilities, an administrator must install the Workforce Management for Customer Service package from the Power Platform admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/16/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8350c209-62fd-f011-8407-6045bdefec02", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enhance analytics by including consult rejection and timeout rates", "Investment area": "Supervisor experiences", "Business value": "Supervisors need to understand if agents request support from tier 2 agents. Currently, supervisors can't see if a consult request is rejected or times out because the system doesn't save this data in Dataverse. Giving supervisors access to this information is critical for contact centers to use in training and monitoring.
", "Feature details": "This feature enhances the built-in historical and real-time analytics by adding consult request rejection and timeout rates.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4a9bc20f-4524-ef11-840a-6045bdf01033", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Monitor conversations in waiting state", "Investment area": "Supervisor experiences", "Business value": "This feature gives supervisors the power to monitor and manage asynchronous chat conversations in the waiting state directly from the Real-Time Analytics or Ongoing Conversations dashboards. With this feature, you can improve quality control, make it easier to manage customer escalations, and optimize agent allocation.
", "Feature details": "Previously, supervisors couldn't monitor conversations in the waiting state. The waiting state is unique to asynchronous chat conversations. With this feature, supervisors can monitor waiting conversations directly from the Real-Time Analytics or Ongoing Conversations dashboards. They can view chat transcripts and transfer conversations to the right agents. This enhancement streamlines quality control processes for supervisors in asynchronous channels. They can analyze waiting state conversations without transferring and reopening them.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"19353bc1-11f8-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Tag email templates with line of business", "Investment area": "Supervisor experiences", "Business value": "This feature streamlines email template management by enabling administrators to add line-of-business (LOB) tags, customize views, and perform bulk actions on templates. These advanced organization capabilities help customer service representatives quickly find relevant content within large template libraries, reduce time spent on repetitive tasks, and efficiently filter templates based on business needs. When you use multi-language support beyond English, you enhance global communication and improve overall operational efficiency.
", "Feature details": "Administrators can now add LOB tags to email templates. They can customize email template views and use bulk actions to apply these tags to multiple templates.
With this enhancement, email templates support languages other than English.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/31/2025", "GA date":"11/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"dddf6494-8e13-f011-998a-6045bdeb8a5d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/07/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use the new email editor for a streamlined, feature-rich experience", "Investment area": "Supervisor experiences", "Business value": "This update moves users to the new, modernized email template editor. Simplify the user experience by consolidating two editors into one. The modern email template editor delivers a more streamlined user experience with a feature-rich email template editing experience. It eliminates inconsistencies between versions.
", "Feature details": "The enhanced email template rich text editor is now a modern rich text editor.
This automatic update brings the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Enable actions in ongoing conversation report for customized reports", "Investment area": "Supervisor experiences", "Business value": "When customers extend the out-of-the-box real-time analytics, supervisor actions such as Assign, Transfer, Force close, and Monitor don't work. This issue compromises the extensibility feature because supervisors need to toggle between two versions of the real-time reports. By enabling these actions within customized reports, supervisors can use the real-time analytics and customize them to their needs without losing any functionality.
", "Feature details": "Supervisor actions such as assign, transfer, monitor, and force close are available in customized reports.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use first-in-first-out order in custom prioritization", "Investment area": "Unified routing", "Business value": "Messaging channels like persistent chat, Facebook, and WhatsApp provide the flexibility of a single conversation thread that can be asynchronously accessed by users and agents. Supervisors managing these channels can reduce the time to reply to a new interaction in these long-running conversations. With this enhancement to first-in-first-out prioritization, when customers resume interaction on an existing conversation, they will be prioritized based on the time the conversation was resumed instead of the time the conversation started. This ensures that customers who have resumed their conversations now have a shorter wait time irrespective of the age of the conversations.
The first-in-first-out prioritization for live channels is based on conversation start time. However, conversations that come from asynchronous messaging channels like persistent chat, Facebook, WhatsApp, and SMS can be paused or kept in a waiting state, allowing the customer to respond on their own schedule while preserving the conversation continuity. Organizations want to ensure that the customers get a quick response when they resume the conversation. Now conversations will be prioritized by the latest interaction time. This means for new conversations the start time is still considered the interaction time. With this enhancement, for conversations that are resumed from the waiting state, the resume time will be considered in the first-in-first-out order by of the custom prioritization rule.
Often, businesses need common rules across different lines of business, queues, and workstreams. To set up these common rules, administrators go through each queue, manually creating a ruleset and adding rules. Repeating this step for each queue, which can include hundreds of queues, takes hours. Using a template for the ruleset simplifies this process. With a template, administrators create templates for common routing rulesets and apply them to queues and workstreams, so they save hours of work.
", "Feature details": "Create templated rulesets for routing configurations, such as prioritization, assignment, and work classification rulesets. When you create prioritization, assignment, and work classification rulesets in a queue or workstream, apply these ruleset templates. Administrators can manage templated ruleset configurations globally from one location and publish updates to all queues and workstreams where the ruleset is applied.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/18/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5cb8bdf7-2581-ef11-ac20-6045bded8088", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Generate audit data for routing configurations", "Investment area": "Unified routing", "Business value": "The audit capability for routing configurations enhances transparency, accountability, and compliance. It allows organizations to track changes, investigate issues efficiently, and meet regulatory requirements with confidence.
", "Feature details": "Administrators can enable the audit of routing configurations in the audit settings for the environment in Power Platform admin center. The audit log will be available for the following configurations:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Use shift bookings to assign records to representatives", "Investment area": "Unified routing", "Business value": "Unified routing uses dynamic bookings that change frequently, so it assigns tasks to service representatives only when they're available. With unified routing, the routing system follows the workforce management schedules. This system boosts productivity and satisfaction because representatives don't miss breaks or get interrupted during training. It also ensures that SLAs are honored, which leads to higher customer satisfaction.
", "Feature details": "This feature offers the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Update queue memberships for agents in real time", "Investment area": "Unified routing", "Business value": "When a contact center experiences a surge in conversations, admins and supervisors are suddenly faced with a staffing shortage. To handle these surges, they need to quickly add or redistribute the workforce between channels and lines of business represented by queues. With this enhancement, the queue membership updates made by admins will happen faster. This ensures that new agents can take work in their new queues as soon as they are added, and when you remove agents from queues, they won't receive work from the old queue while the membership changes. These benefits help maintain low customer wait times even during peak traffic periods and avoid unintended work assignments.
", "Feature details": "Administrators who manage these updates won't have to wait for 15 minutes for an agent's queue membership update to reflect in the system. With the real-time queue membership update, agents can take work in their new queues as soon as they are added to them. When you remove agents from queues, they won't receive work from the removed queues, thus reducing the wait time due to reroutes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/28/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a1fd6da8-6f50-ee11-be6f-00224827ee71", "GeographicAreasDetails":"", "Last Gitcommit date":"01/25/2024" }, { "ProductId": "bf2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Customer Service", "Feature name": "Update queue memberships for agents in real time", "Investment area": "Unified routing", "Business value": "When a contact center experiences a surge in conversations, admins and supervisors suddenly face a staffing shortage. To handle these surges, they need to quickly add or redistribute the workforce between channels and lines of business that queues represent. This enhancement speeds up the queue membership updates that admins make. These benefits help you keep customer wait times low during peak traffic and prevent unintended work assignments.
", "Feature details": "When administrators update queue memberships, the system immediately reflects those changes—no need to wait 15 minutes. With real-time queue membership updates, agents can start taking work in their new record queues as soon as you add them. When you remove agents from queues, they stop receiving work from those queues right away, which reduces wait times caused by reroutes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/30/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b71bc713-3c1e-ef11-840a-6045bddb6811", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Configure embedded experience for other CRM solutions", "Investment area": "Administrator experiences", "Business value": "With this feature, organizations with multiple lines of business can configure the embedded experience so their agents connect with customers without leaving their workspace.
", "Feature details": "With the embedded experience, agents can chat with customers directly from any third-party customer relationship management (CRM) system. Administrators can configure the embedded experience to work with any third-party CRM solution that an organization chooses to integrate with.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"cd4afd35-b8e1-ee11-904d-6045bdd6e492", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Resolve issues autonomously with Customer Intent Agent", "Investment area": "Copilot and AI innovation", "Business value": "By automating complex support interactions across voice, chat, and email, this feature reduces support staffing costs by increasing the number of interactions that resolve autonomously. It boosts customer satisfaction scores and reduces average handling time through faster, personalized resolutions without human interaction.
", "Feature details": "Enablement and scope
Enhancements
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Promote intents for self-service in semi- or fully automated manner", "Investment area": "Copilot and AI innovation", "Business value": "Currently, intent promotion is a manual process that requires human validation before an intent can move from assisted service to self-service mode. The enhanced approach introduces automation to reduce operational overhead and accelerate intent use in self-serve modes by allowing admins to define when intents can promote. This feature saves time and resources by increasing automation or assisting admins in making faster decisions, which increases the efficiency of intent promotion. With this approach, businesses can operate more smoothly and focus on higher-value tasks.
", "Feature details": "Administrators can enable auto-promotion of intents at the line of business or intent group level by selecting semi-autonomous or fully autonomous promotion mode. Some of the key features are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Automate voice calls with Customer Intent Agent in voice", "Investment area": "Copilot and AI innovation", "Business value": "Customer Intent Agent in voice provides a highly personalized engagement, leading to improved self-service and reduced operational costs. It's significantly easier to configure, enable, and maintain than traditional static flow IVRs, saving business costs and allowing more rapid deployment of new voice call experiences.
", "Feature details": "Customer Intent Agent in voice transforms the contact center by using agentic AI to automate customer interactions on the voice channel with natural human-like conversation and accurate identification of caller intent. The notable capabilities of the AI agent are as follows:
Customer Intent Agent in voice is powered by knowledge of the business, customers, and their conversations through the Dynamics 365 intent core services. In the future, Contact Center admins can use the intent core settings to configure this AI agent's settings.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/08/2025", "GA date":"11/17/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"49c271d9-4c9d-ef11-8a6a-6045bdefe8d1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Update knowledge base with Customer Knowledge Management Agent", "Investment area": "Copilot and AI innovation", "Business value": "Customer Knowledge Management Agent automatically turns untapped case and case-related conversation data into knowledge that supports your contact center. It harvests knowledge from cases in real time as customer service representatives close them, helping you respond to emerging issues in minutes. No more waiting weeks and months for long knowledge lifecycles.
With historical article creation, you can quickly turn your historical case data including conversations, emails, case notes, and other details into ready-to-use knowledge articles.
Actionable knowledge insights let supervisors and content managers monitor Customer Knowledge Management Agent and track how Copilot uses knowledge. Tailored analytics help you improve the quality and relevance of knowledge articles, resulting in more accurate Copilot guidance. This boosts productivity and decision-making accuracy, leading to better user satisfaction and operational efficiency.
", "Feature details": "With real-time creation, Customer Knowledge Management Agent analyzes cases and related notes, conversations, and emails the moment representatives close the case. It drafts knowledge articles that fill knowledge gaps and help your organization respond to emerging issues in minutes. The agent compares case content against your Dynamics 365 knowledge base to determine if a new article is needed while ensuring content isn't duplicated. It can even update existing knowledge articles. It ensures compliance by scrubbing sensitive data and can be extended with custom automated compliance checks from your organization.
If configured to do so, the agent can automatically publish articles and make them accessible to representatives, Copilot, and self-service portals. Supervisors can review, edit, and monitor Customer Knowledge Management Agent's work.
Historical creation helps you unlock knowledge from historical cases, turning raw case data into ready-to-publish knowledge articles while preventing duplication, ensuring compliance, and giving supervisors tools to monitor Customer Knowledge Management Agent's work.
Knowledge insights help supervisors assess and confirm Customer Knowledge Management Agent's ability to create reliable content for internal and external use. Supervisors can take quick actions to drive measurable knowledge repository improvements that lead to optimal Copilot experiences.
This feature is automatically available to supervisors using Customer Knowledge Management Agent. Based on your autonomous-level preference (semi-autonomous or fully autonomous), supervisors see a dashboard highlighting performance from draft creation to publishing and articles' usage by Copilot. Supervisors are guided to articles that require review and are approaching expiration, so they can act on high-priority articles in a timely manner.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/31/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e2d33177-2f87-ef11-ac21-000d3a8c383b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Copilot resolution notes in non-Microsoft CRM systems", "Investment area": "Copilot and AI innovation", "Business value": "Service representatives can use the Copilot-generated resolution notes to resolve cases faster, improve consistency in notes, and reduce manual effort, leading to higher efficiency.
", "Feature details": "In Dynamics 365 Contact Center, administrators can enable Copilot to predict and generate resolution notes from case data in non-Microsoft CRM solutions like Salesforce and ServiceNow. Service representatives can choose to accept or reject these suggestions.
The notes follow the standard format of \"Cause,\" \"Symptom,\" and \"Resolution.\" Copilot automatically generates them based on case history, emails, notes, and other important fields. These resolution notes address scenarios where a simple note needs to be added before a service representative closes a case.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"011fdc16-dbbb-ef11-b8e8-7c1e52150313", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Evaluate multiple conversations using Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "Supervisors and quality managers can evaluate multiple closed conversations on demand from the Conversation list view to improve operational efficiency. Historical closed conversations can also be evaluated daily using evaluation plans.
", "Feature details": "Key capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Evaluation framework for Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "The evaluation framework is the foundation of the quality management solution. It lets supervisors set business quality standards for customer service representatives and AI agents by using detailed evaluation criteria. The framework can automatically assess customer interactions based on specific conditions, using evaluation plans.
The framework offers control over score calculations, either through weighted criteria or equal distribution. Additionally, AI supervisors have the option to review scores before they are published.
", "Feature details": "The evaluation framework enables autonomous and AI-assisted assessments of customer interactions across channels (cases, conversations, emails, and surveys).
The key components are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/21/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Evaluate closed conversations with Quality Evaluation Agent", "Investment area": "Copilot and AI innovation", "Business value": "The Quality Evaluation Agent automatically reviews closed conversations and provides quality scores and detailed evaluation insights. Supervisors can use these insights to improve interaction quality.
Our Evaluation Framework serves as the cornerstone of our quality evaluation solution. It allows AI supervisors to define business quality standards for all agents, both human and AI, through detailed evaluation criteria. The framework can automatically assess customer interactions based on specific conditions, using evaluation plans.
The framework offers full control over score calculations, either through weighted criteria or equal distribution. Additionally, AI supervisors have the option to review scores before they are published.
", "Feature details": "Supervisors use the Evaluation Framework to define evaluation criteria and create evaluation plans. When these plans run, requests go to the Quality Evaluation Agent to evaluate closed conversations. The Quality Evaluation Agent processes these requests and generates evaluation responses with detailed reasoning for predicted answers. It also produces quality scores and evaluation summaries, including action plans for AI supervisors.
The Quality Evaluation Agent summarizes closed conversation evaluations for AI supervisors. It highlights action plans and recommendations on the quality insights dashboard, helping improve service quality.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"01/16/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f8e6c290-4516-f011-998a-7c1e526a61fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use plugins with Copilot in non-Microsoft CRM solutions", "Investment area": "Copilot and AI innovation", "Business value": "This feature empowers admins and users in non-Microsoft CRM solutions to use the CRM context to retrieve information with Copilot plugins, optimize Copilot responses, and provide real-time insights tailored to customer cases or conversations. This feature improves efficiency and customer satisfaction by delivering targeted information based on the available plugins. It supports more complex use cases and enables customized experiences, leading to higher productivity and effective case resolution.
", "Feature details": "For organizations that use Copilot embedded in non-Microsoft CRM solutions, admins can now enable plugin support within the Copilot embedded widget. This support enables advanced functionality by connecting plugins that provide extra data inputs. Admins can configure these plugins and define context keys in the admin experience. Copilot uses these keys to deliver context-aware responses that align with the host CRM solution.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"ab815a87-4b8c-ef11-ac20-7c1e5200a630", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Copilot-generated notes to resolve cases faster", "Investment area": "Copilot and AI innovation", "Business value": "This feature streamlines customer service representative interactions with Copilot by enabling faster and more accurate responses through relevant prompt suggestions based on case or conversation context. By reducing the time spent on manual input, it improves user efficiency and customer satisfaction. This feature leads to a higher engagement rate and more effective case management in supported CRMs.
", "Feature details": "When you use Copilot within your CRM solution, it generates prompts based on the context of the active case or conversation. Copilot creates prompts for the first question only and not for follow-up questions.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Copilot-generated prompts in your CRM solutions", "Investment area": "Copilot and AI innovation", "Business value": "This feature streamlines customer service representative interactions with Copilot by enabling faster and more accurate responses through relevant prompt suggestions based on case or conversation context. By reducing the time spent on manual input, it improves user efficiency and customer satisfaction. This feature leads to a higher engagement rate and more effective case management in supported CRMs.
", "Feature details": "When you use Copilot within your CRM solution, it generates prompts based on the context of the active case or conversation. Copilot creates prompts for the first question only and not for follow-up questions.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use feedback agent in chat and digital channels", "Investment area": "Copilot and AI innovation", "Business value": "Traditional customer feedback management often involves lengthy delays between feedback collection and action. It also relies on disparate tools across channels within Dynamics 365 Contact Center, leading to fragmented experiences. In the era of AI, there's an opportunity to reimagine this process by introducing real-time, automated, and personalized feedback loops. Supervisors can act on the feedback immediately and accelerate resolution cycles. You can improve operational efficiency and enhance customer satisfaction through timely, personalized engagement.
", "Feature details": "Customer feedback survey agent using Copilot Studio is a robust solution that simplifies and enhances the collection and analysis of customer feedback across voice, chat, email, and digital channels. This feature uses generative AI to tailor questions and interpret responses contextually. It includes the following key capabilities:
Enhanced and optimized survey runtime experience for performance and usability.
Integration with live chat workflows, making sure that the entire feedback experience remains within the same chat window—eliminating the need to redirect users.
Configuration and enabling of the survey agents in Copilot Service admin center. You must publish the survey agents in Copilot Studio before adding them to workstreams.
Customization of the surveys in Copilot Studio visual editor, where you define questions and branching logic.
The survey becomes a part of the runtime behavior. The system automatically triggers the configured survey for the customers at the end of the conversation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/21/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"2c3d71ad-befe-ef11-bae3-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use enhanced real-time translation", "Investment area": "Copilot and AI innovation", "Business value": "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.
", "Feature details": "The refreshed translation experience for real-time translation includes out-of-the-box translation services. New default settings for real-time translation include:
New open configurations enable translation during conversations. Representatives can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use messaging APIs to manage customer chat conversations", "Investment area": "Extensibility", "Business value": "Dynamics 365 Contact Center messaging APIs support service-to-service integrations, so you have full control over your customer experience. The APIs are especially useful for business scenarios that traditional integration methods can't solve. When you use messaging APIs, you don't need client-side libraries, SDKs, or connections from client-side devices. This approach works well when you want to bring your own managed communication channel.
", "Feature details": "Messaging APIs provide a set of RESTful interfaces that you can use to control and manage customer conversations programmatically. With these APIs, you can start and end conversations and handle various customer interactions within a session.
A webhook subscription lets your services receive real-time updates about conversation events. For example, you can get notifications when an agent sends a message, when a system message is generated, or when an agent closes the conversation.
Key features of messaging APIs include:
Use messaging APIs when you need full control over the customer experience. They support extensive customization and work well in environments with strict network and data policies, such as closed network deployments.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/15/2025", "GA date":"02/24/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"10ba7e85-c219-ef11-9f89-000d3a17ddf2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Synchronize agent presence across systems using Presence API", "Investment area": "Extensibility", "Business value": "Enterprise contact centers have evolved into complex, customized, and multivendor systems. These complex contact centers have different systems across which the same agents operate. It's important for the different systems to remain in sync to ensure workload optimization and avoid overbooking of resources. Presence API helps ensure this synchronization by providing ways to access and update agent availability information in Dynamics 365 Contact Center.
", "Feature details": "In the complex journey of a contact center, customers often adopt or develop multiple systems that need to be in sync for optimal performance. Some scenarios include:
The Presence API addresses these scenarios by ensuring synchronization across different systems.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/15/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"784687e7-2517-ef11-9f89-7c1e52021d5c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use multilingual IVR bots", "Investment area": "IVR capabilities", "Business value": "A multilingual Copilot Studio bot helps reduce the total cost of ownership through easier maintenance and faster deployment. It enhances CSAT by allowing seamless language switching, so you don't need multiple bots or language-specific phone numbers.
", "Feature details": "To handle calls originating in any language, configure a single multilingual bot in Copilot Studio and assign it to a common phone number for all users in your contact center. The bot logic can switch the bot language to the caller's preferred language based on the caller's language preference. This feature eliminates the need for multiple bots and improves CSAT by supporting multiple languages with one phone number.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/30/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"6bb5e8ef-1329-ef11-840a-000d3a9ca82c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Equip voice agents with custom voice", "Investment area": "IVR capabilities", "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.
", "Feature details": "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.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"de3dd631-74fb-ef11-be1f-6045bdd98975", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/14/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use constrained grammars for speech recognition", "Investment area": "IVR capabilities", "Business value": "High containment within self-service channels is essential for organizations, with recognition accuracy being paramount for voice agents. You can achieve higher accuracy by constraining speech recognition through defined rules and parameters, especially when handling alphanumeric input, lists, and predefined option sets. Historically, voice agents have relied heavily on constrained speech. By providing this capability in Copilot Studio, you can preserve your investment in the authoring, tuning, and use of speech grammars while maintaining the high level of accuracy gained through their implementation.
", "Feature details": "For voice agents (IVR) and voice applications, constrained grammar-based recognition delivers better accuracy, performance, and cost than traditional semantic-based speech-to-text (STT) AI engines. The engine processes grammars that follow the Speech Recognition Grammar Specification (SRGS) standard, which are usually written in an XML-based format called GrXML. The engine converts spoken audio (utterances) into text that follows the grammar's rules.
Constrained speech recognition works best for:
Voice Agent Makers must perform the following steps:
During runtime, the voice agent loads the grammar, performs the recognition, and returns the required result.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e2698d1c-be29-ef11-840a-0022482b0511", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Mask sensitive data and prevent unauthorized access", "Investment area": "IVR capabilities", "Business value": "Safeguarding sensitive data isn't just a necessity, but a mandate for contact centers. As the custodians of customer trust, contact centers lead the way in using innovative methods to protect customer data at every stage, such as acquisition, transmission, and storage.
By automatically excluding sensitive data from visibility and storage, this feature strengthens your compliance posture, reduces the risk of data leakage, and helps your organization build trust with customers.
", "Feature details": "Protection of sensitive customer information is a critical requirement for industries with strict compliance and data privacy needs. The sensitive data redaction capability in Copilot Studio enhances security and privacy by allowing AI agent makers to define sensitive variables and protect information assigned to these variables throughout the voice interaction lifecycle.
This feature applies to the voice channel and provides the following capabilities:
Copilot Studio controls: AI agent makers can mark specific variables as \"sensitive.\" Once designated, the system automatically excludes these variables from:
These protections apply across various AI agent components, including question nodes and message nodes.
Service-wide application: The system consistently enforces masking rules across all services that handle human-to-AI (agent) communication, including:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Enable SIP X header support for context transfer", "Investment area": "IVR capabilities", "Business value": "SIP X header support extends in-call context transfer beyond the existing 128-character User-to-User (UUI) limit. Organizations can now pass up to five custom SIP X headers per call, and each header supports up to 256 characters. This feature enables more detailed context, such as call ID, language preference, or handling instructions to flow between external systems and voice agents (IVR). The result is faster resolutions, reduced repetition, and improved customer experiences.
", "Feature details": "This feature enhances contextual data exchange between voice agents and external systems in Dynamics 365 Contact Center environments using Direct Routing telephony. It's especially useful for voice agent makers and system integrators who need advanced data-sharing capabilities.
Previously, the SIP UUI field—with its 128-character limit—was the only method available for passing call context. This update introduces SIP X header support, enabling more flexible and scalable context transfer.
The feature offers two key capabilities:
Technical limitations include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use real-time, historical reports to analyze bot performance", "Investment area": "IVR capabilities", "Business value": "The new Omnichannel Real-time bot dashboard delivers critical operational intelligence by addressing significant gaps in current reporting capabilities. By introducing real-time visibility into IVR traffic, the solution empowers supervisors, analysts, and application owners to proactively monitor and respond to dynamic volume changes throughout the day.
Before this innovation, contact center teams faced substantial limitations. Existing Omnichannel Real-time reporting excluded IVR traffic data, while Historical Reporting was constrained by a 24-hour update cycle. These constraints prevented immediate identification and investigation of potential operational issues, creating significant blind spots in performance management.
New dimensions in the Historical Bot Dashboard transform the analytical capabilities. By incorporating DNIS (Dialed Number Identification Service) as a key analytical dimension, the solution provides unprecedented insights into public-facing telephone number volumes. This approach enables precise channel-specific analysis, as each DNIS represents a unique communication purpose and serves as a proxy for understanding nuanced interaction patterns.
", "Feature details": "Key features include:
A new report, the Omnichannel Real-time bot dashboard, that enables better monitoring of IVR applications in real time. Key capabilities of this feature include reporting of the following bot conversations:
To enable the Omnichannel Real-time bot dashboard in your environment, contact Microsoft Support. For more information, see Get Help + Support.
When you enable the feature flag, administrators must turn on the Customer Service Admin Center > Insights > Realtime Analytics > Add real-time analytics for bot checkbox to view the report.
New metrics and filters are available for Omnichannel Historical Bot Dashboard. You can find these metrics and filters in the data model section of the Power BI dashboard. Only users with the Analytics Report Author role can edit the report. Call center supervisors can use the following tools for performance management, monitoring, troubleshooting, and optimization:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Recognize one of multiple entities in a single utterance", "Investment area": "IVR capabilities", "Business value": "Voice agents today can only recognize one entity per question. Often, scenarios require flexibility in choice. For example, performing non-biometric validation using account details (such as an account number) or personal details (last four digits of a Social Security number) as inputs. This flexibility reduces customer frustration and abandonment while decreasing average handle time and agent escalations. The result is higher customer satisfaction, lower interaction costs, and improved operational efficiency through more adaptive, customer-centric self-service experiences.
", "Feature details": "Multi Entity Identification allows agent designers to attach more than one entity for recognition onto a question node in Copilot Studio, providing additional flexibility for customer self-service and leading to higher containment rates. This capability improves customer self-service by recognizing one of several valid inputs provided by a user, such as an account number or partial social security number. It also enables AI agents to offer alternatives when users do not have specific information, avoiding immediate escalation and enabling fallback options like additional questions or logic branches.
During runtime, if multiple entities are attached to a question node, the agent attempts to match the user's input to one of them, whether by voice or text. If multiple entities are detected, the agent matches only the first entity in the list. Designers should ensure prompt wording and follow-up logic account for this behavior. If no match is found, the agent follows the configured re-prompt treatment in the question node.
On the Copilot Studio authoring canvas, designers must perform the following steps:
All responses are saved in a variable of type “record” that can be renamed by the author.
This recognition method identifies only one entity per user utterance. If a user input contains more than one valid entity, only the first entity listed in the configuration is recognized.
For example, a question node uses Multi Entity Identification, where the entities are Tracking Number and Delivery Address. A user says, “My package to be delivered to One Microsoft Way with the tracking number 7658641290753147”. The result is 7658641290753147, as the tracking number is the first entity in the list.
To access specific information from the record object, subvariables are automatically created based on the possible entities captured by the question node and displayed in dot notation, {recordName}.{entityName}. This is used to create conditional branches following the Multi Entity Identification step to route the information captured.
We recommend using the Is (not) Blank triage option in the conditional nodes to proceed logically based on what information is received by the user at question time.
The following is a list of known limitations for Multi Entity Identification:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Enable selective hold with music and exit prompts", "Investment area": "IVR capabilities", "Business value": "Voice agents use selective hold periods when callers need time to retrieve information, just like human agents. By playing music or promotional prompts during these pauses, the system prevents awkward silences that might suggest disconnection or audio problems caused by background noise. This approach gracefully pauses the conversation while playing music or promotional prompts. This approach ensures a smooth and professional caller experience, reduces escalations, and increases containment.
", "Feature details": "Administrators can set up selective hold in Copilot Studio by following these steps:
During a call, callers hear continuous music or promotional messages until they indicate readiness with a predefined exit phrase. This approach creates a professional waiting environment without awkward silences.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"d1bb3c84-4200-f011-bae3-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Edit business rules for omnichannel AI agents", "Investment area": "IVR capabilities", "Business value": "When business administrators use Power Apps to build and configure rules for a voice agent (IVR), they can dynamically change the call flow without changing the Copilot logic. This approach saves a significant amount of time by removing the need for testing and deployment cycles within Microsoft Copilot Studio.
This feature is especially useful for enterprises that need to quickly respond to environmental factors like natural disasters or power outages, as well as financial shifts such as market fluctuations or policy changes. It gives administrators the power to make decisive actions in different situations, keeping business operations running smoothly and maintaining customer satisfaction.
", "Feature details": "With Power Apps, enterprise customers can use Dataverse tables to set up dynamic key values for their Copilot applications. Examples of these key values include store locations, transfer numbers, broadcast messages, and lines of business. By managing these AI agent rules, business administrators can improve operational agility and quickly adjust the voice agents (IVR) flow to meet their business needs. Using Power Apps removes the need to directly change the agent’s logic, saving time on standard testing and deployment procedures.
Customers can connect Power Apps with Copilot Studio in a few simple steps:
When you set up the customer's application, business administrators can directly add, update, and delete key data values. They can also publish these changes to the live Copilot environment without any hassle. The data associated with the Copilot is cached, so users experience no latency or disruptions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f617e0ba-cb29-ef11-840a-000d3a18baa0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Manage calls when bot handling fails", "Investment area": "IVR capabilities", "Business value": "You can keep the customer experience seamless by maintaining call continuity during system failures. Administrators can customize responses and transfer strategies to minimize disruption and enhance customer satisfaction.
", "Feature details": "Administrators can define the customer experience during unforeseen bot issues. Instead of abruptly ending the call with a busy tone, which is jarring for the caller, the application can gracefully manage the situation.
The application plays a courteous message such as, “We apologize, our application is currently experiencing technical difficulties. Please try your call again later,” or \"We are facing some issues at the moment. Allow me to connect you with a representative who can assist,” guiding callers to the right course of action.
By default, this feature is activated when you create the voice channel, ensuring immediate readiness. Administrators can personalize the message to align with the organization's brand identity and customer engagement strategy. This customization can replace the standard message to reinforce the brand’s voice and enhance the overall customer experience.
Some of the options include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Configure IVR to switch languages based on dialed number", "Investment area": "IVR capabilities", "Business value": "You can use a single IVR agent for multiple languages. The agent distinguishes between languages based on the phone number the customer dials, so you don't need to create multiple agents.
", "Feature details": "In Copilot Studio, you can create a single agent that handles multiple languages. When you assign phone numbers in the voice channel in Dynamics 365 Contact Center, you can select a primary language for each phone number. This feature eliminates the need for multiple agents by linking languages to dialed numbers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/30/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"969d314a-1fe7-ee11-904d-00224827ee71", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use preview dial for high-value proactive engagements", "Investment area": "Omnichannel customer experiences", "Business value": "A preview timer gives service representatives a configurable window to review customer history before the call begins. This timer enables more personalized, informed, and effective conversations that drive better outcomes.
", "Feature details": "Administrators can create service representative-led proactive engagements with preview dialing to support high-value customer interactions that require personalized support.
In the Copilot Service admin center, administrators and journey authors can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Support new locales in the IVR agent", "Investment area": "Omnichannel customer experiences", "Business value": "Build self-service agents for the en-AU locale. The interactive voice response (IVR) agent has capabilities such as automated speech recognition, discussion transcription, and text-to-speech for the specified languages, so you can expand your customer reach.
", "Feature details": "The IVR agents in Dynamics 365 Contact Center now support the en-AU locale. You can configure these languages in Copilot Studio voice agents for telephony in the voice channel. The IVR agents offer capabilities such as text to speech, speech recognition, and transcription, and can handle questions in the specified languages.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"da169dd2-0ee7-ee11-904d-000d3a4fe8f7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use time-out rules for automated actions to meet SLAs", "Investment area": "Omnichannel customer experiences", "Business value": "Businesses can set up automatic actions on messaging conversations with time-based SLAs to improve customer satisfaction and boost representatives' productivity.
", "Feature details": "To boost agent productivity, administrators can configure the following capabilities for conversations that come through the asynchronous messaging channels. In the Dynamics 365 Contact Center admin center, under Productivity, use the Timeout rules option to enable the following actions based on business service-level agreements:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Enable VDI support on Azure Virtual Desktop for voice channel", "Investment area": "Omnichannel customer experiences", "Business value": "By deploying the voice channel in Customer Service via remote desktops, businesses gain significant IT cost savings by providing standardized and secure agent desktops. This approach also helps efficiently manage environments for remote workers, as you onboard remote agents by simply providing an Azure Virtual Desktop setup and sign-in to get started.
", "Feature details": "Organizations are moving to Azure Virtual Desktop to access tools and services that support their customers and provide better management and control of their agent devices. An agent might need to access an Azure Virtual Desktop instance located in Europe if they're supporting European customers and handling their data, or an Azure Virtual Desktop instance in Asia Pacific for other use cases. To establish voice connections, a voice channel client supports Azure Virtual Desktop for VDI client as part of this release for the agent user interface.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2024", "GA date":"10/31/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4279a1bb-6b30-ed11-9db1-000d3a9bb05a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "View previously closed persistent conversations", "Investment area": "Omnichannel customer experiences", "Business value": "By enabling your site's visitors to review their previously closed conversations, you can improve the customer experience.
", "Feature details": "In the Copilot Service admin center, you can now turn on the option to show previously closed conversations to your customers for persistent chat, chat SDK, and mobile messaging SDKs.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Hide transcripts for voice calls", "Investment area": "Omnichannel customer experiences", "Business value": "By hiding transcripts for voice calls even when the transcription feature is on, you reduce distractions and clutter for your agents.
", "Feature details": "By using the administrator toggle, you can allow agents to hide the transcript for the voice call by default. When agents are in a call, they can choose to show or hide the transcript. The agent gets the last-used setting when they accept a new call.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/29/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"03e80a23-bde0-ee11-904d-00224827ecaa", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Upload phone numbers in bulk for direct routing", "Investment area": "Omnichannel customer experiences", "Business value": "By importing your numbers in bulk, you can streamline the onboarding process, reduce administrative onboarding time, and minimize the risk of human errors. You can avoid manually entering one phone number at a time.
", "Feature details": "When you integrate your existing telephony infrastructure with Dynamics 365 Contact Center through Azure Communication Services direct routing, you can bulk import your existing phone numbers. The Copilot Service admin center generates a template based on the data you enter, such as carrier, country, and number type. You can then enter your numbers in the template and upload them in bulk.
After the upload completes, you can view the status of your updated file. When the file processes successfully, the numbers are ready to use and appear on the Phone Number page.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b3f0be72-ffb0-ef11-b8e8-6045bdfe6c39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Support WhatsApp through Azure Communication Services", "Investment area": "Omnichannel customer experiences", "Business value": "By offering WhatsApp through Azure Communication Services as a support channel, businesses can give customers more ways to reach them. This option works well for customers who prefer to communicate using WhatsApp.
", "Feature details": "Messaging platforms such as WhatsApp give businesses an opportunity to engage with customers in their own context to provide them with a seamless and personalized customer service experience. The following capabilities are available:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use consent-based recording of voice calls", "Investment area": "Omnichannel customer experiences", "Business value": "Consent-based recording for your customer interactions with a voice agent through transfer to a service representative builds trust, ensures regulatory compliance, and reduces downstream risk. Consistent and transparent consent capture helps organizations meet voice-specific recording and privacy obligations. It improves customer confidence by being transparent and giving them an option to opt out. This minimizes disputes related to unauthorized recordings, and enables usable recordings for quality, training, and analytics without legal ambiguity. By standardizing consent across the entire voice journey, businesses reduce compliance overhead, prevent data loss when calls move between voice agent and representatives, and deliver a seamless, professional customer experience.
", "Feature details": "Administrators can enable consent-based recording in the Copilot Service admin center.
This feature enables organizations to explicitly capture customer consent for call recording and transcription at the start of a voice interaction with a voice agent and honor that consent seamlessly if the call is escalated to a service representative. The voice agent proactively prompts the caller for consent, records the response, and makes sure recording and transcription are enabled only when consent is granted. If the customer declines consent, the interaction continues without being recorded or transcribed, and this preference is preserved if the call is transferred to a service representative, preventing them from starting, pausing, or accessing transcripts. This delivers a consistent, compliant, and privacy-respecting recording experience across the entire voice journey.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8b0b630c-fbf6-f011-8406-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use outcome and reason for voice and chat agent conversations", "Investment area": "Omnichannel customer experiences", "Business value": "Currently, outcomes and their reasons for voice and chat agent conversations are tracked at the Microsoft Copilot Studio session level, making it hard to understand the overall conversation status and why it ended, especially in unhappy paths. Customers want visibility into their voice and chat agents’ performance at the conversation level to gain actionable insights.
", "Feature details": "A single conversation often spans multiple sessions (for example, starting with self-service and later escalating to a representative). Session-level outcomes provide only fragmented insights, whereas conversation-level metrics reveal the final resolution state, such as Resolved, Escalated, or Abandoned, and not the true reason behind it. This is especially important for Copilot Studio agents, where conversations may escalate even if some sessions were marked as resolved.
This feature displays the outcome and outcome reason for a conversation based on the last session details in Copilot Studio.
Possible outcome values (if the session is engaged):
Possible outcome reason values:
The same values apply for last-session-based outcomes and reasons.
The Omnichannel Historical Dashboard Bot page will show how conversations ended, grouped into categories:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Tailor proactive engagements with configuration options", "Investment area": "Omnichannel customer experiences", "Business value": "Customer expectations are higher than ever. Today’s customers want brands they can trust to anticipate their needs, deliver personalized engagement, and provide effortless, seamless support. At the same time, businesses want to reduce time-intensive tasks through automation, foster loyalty with tailored experiences, and be the dependable choice in the market.
Proactive engagement bridges these needs by delivering simple, personalized solutions that anticipate customer issues, streamline resolution, and create memorable experiences. By engaging customers proactively, businesses not only exceed expectations but also build lasting loyalty and achieve operational efficiency, ensuring they stand out as the brand customers can truly rely on.
", "Feature details": "This feature set empowers journey authors to design more intelligent and effective outbound engagement workflows by using Microsoft Teams phone numbers—whether provisioned via pay-as-you-go subscriptions, Operator Connect, or Direct Routing—for proactive customer outreach. The feature enables seamless integration with enterprise telephony infrastructure while ensuring regulatory compliance.
The administrator can configure the proactive settings in the Copilot Service admin center by selecting the outbound workstream that's configured for the Teams phone number.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"371d84c4-b824-f011-8c4e-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use enhanced sessions and live conversation details", "Investment area": "Omnichannel customer experiences", "Business value": "Customer service representatives can use the enhanced sessions management and live conversation details in Dynamics 365 Contact Center, an embedded experience, to view their conversations more comprehensively and pick the conversations they want to work on. It also helps service representatives stay fully informed with live details that are attached to the conversation, enabling them to provide better customer assistance.
", "Feature details": "The embedded contact center experience now includes conversation details, sign-out, sessions management, pick mode, and voicemail capabilities. Service representatives can take the following actions in the embedded experience:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Contact customers proactively with personalized options", "Investment area": "Omnichannel customer experiences", "Business value": "Customers want brands they can trust to anticipate needs, deliver personalized engagement, and provide effortless, seamless support. At the same time, businesses are looking to reduce time-intensive tasks through automation, foster loyalty with tailored experiences, and be the dependable choice in the market. Proactive engagement bridges these needs, delivering simple, personalized solutions that anticipate customer issues, streamline resolution, and create memorable experiences.
By engaging with customers proactively, businesses not only exceed expectations but also build loyalty and achieve operational efficiency, ensuring they stand out as the brand that customers can rely on.
", "Feature details": "Proactively engage with your customers with automated, personalized voice conversations in the moments that matter with one of the following options:
Create outbound workstreams and proactive engagement configurations that help you define how to engage with your customers.
Choose between one of the three dial modes: Copilot lead dialing, preview dialing, and progressive dialing.
![\"Proactive](\"media/pic1-8.png\" "\\"Proactive")
Define throttling and pacing rules to maintain superior customer experience.
Identify the Copilot agent to use or define skills and queues to use when a customer service representative is required.
![\"Proactive](\"media/pic23.png\" "\\"Proactive")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Identify your customers with enhanced authentication", "Investment area": "Omnichannel customer experiences", "Business value": "Dynamics 365 Contact Center accelerates customer onboarding and secure engagement by expanding authentication options and enabling authentication during live interactions. Broader identity provider support improves out‑of‑the‑box compatibility, reducing setup effort and time to value. Mid‑conversation authentication allows service representatives and AI agents to securely assist customers who begin interactions anonymously, unlocking richer, data‑driven support without disrupting the customer experience. Together, these capabilities improve resolution quality and deliver a more seamless and trusted customer journey.
", "Feature details": "The authentication enhancements include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use custom NLU Plus models with AI agents", "Investment area": "Omnichannel customer experiences", "Business value": "Enhance containment with accurate intent prediction and information extraction. Use customized Natural Language Understanding (NLU) models tailored to your organization's language, and enjoy faster deployment with minimal training time. Get cost savings by receiving NLU customs support at no extra cost for Dynamics 365 customers. Plus, with seamless integration with Dynamics 365 Contact Center and Copilot Studio, businesses can easily train Copilot agents with custom data, improving customer interactions for a conversational experience.
", "Feature details": "With Copilot Studio, administrators can create custom Natural Language Understanding models to predict the intent for incoming calls and extract critical information. This integration enables developers to upload complex, organization-specific NLU models to ensure the caller's intent is interpreted accurately, reflecting the unique jargon and vocabulary of the business.
The solution enables developers to design a tailored ontology for their domain by defining intents, entities, and the relationships between them through annotated data. Developers can build training sets with annotated samples based on this ontology and use them to train and test their language models.
The solution streamlines the import of large volumes of training data to minimize training time and accelerate the development process. Customers with a Dynamics 365 license get custom NLU support at no extra cost.
After you link your Copilot agent with Dynamics 365 Contact Center, select Microsoft Custom NLU Plus from the Language Understanding tab under Settings in Copilot Studio. Then, train your Copilot agent using the data you provide to the custom NLU.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"07/08/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5037504d-07b1-ef11-b8e8-6045bdfe6c39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use custom reporting variables for Historical Bot dashboard", "Investment area": "Omnichannel customer experiences", "Business value": "Enhance troubleshooting and optimization with granular visibility into each question node’s performance and its impact on KPIs such as deflection and escalation. This capability helps identify bottlenecks and streamline conversation flows, resulting in a better user experience and reduced escalation rates.
Leverage business-context segmentation to define and report on variables like line of business, department, or campaign type. This enables tailored insights aligned with organizational goals and minimizes reliance on customers to process raw conversation information, allowing them to focus on building custom reports.
", "Feature details": "The Omnichannel Historical Bot dashboard now supports KPI segmentation using custom reporting variables. These variables can be applied through visual and data model customizations configured during voice or chat interactions, prior to escalation or containment.
Segmenting KPIs using user-defined reporting variable
Reporting variables defined in Copilot Studio can be configured in the Copilot Service Admin Center > Insights > Omnichannel Historical dashboard by enabling the Add advanced historical analytics for bot checkbox. These variables allow organizations to introduce business-specific dimensions, such as line of business, region, and campaign, without requiring engineering effort.
Once configured, the Omnichannel Historical Bot dashboard can be customized with these user-defined dimensions and metrics, enabling granular analysis of KPIs like deflection, escalation rate, and containment. This flexibility helps teams align reporting with organizational goals and measure performance across diverse business contexts.
Capturing exit patterns at question prompts to gauge KPI impact
Users can analyze metrics related to exit patterns from question nodes and determine the underlying causes of escalations originating from those nodes within the Omnichannel Historical Bot dashboard. This functionality delivers advanced troubleshooting and diagnostic insights. Currently, these capabilities are available exclusively in the Omnichannel Historical Bot dashboard.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/09/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"73df3613-d6a4-f011-bbd3-0022482c11b3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Understand outcomes of proactive engagements", "Investment area": "Omnichannel customer experiences", "Business value": "Organizations can set up predefined actions for scenarios where the calling party is unreachable or busy during proactive engagement campaigns. For example, a journey author can create a rule to automatically retry calling a customer two hours later if the call goes to voicemail or schedule another call for the next day if the customer isn't reachable. This flexibility ensures more effective customer outreach, improves the chances of successful contact, and maximizes campaign value.
", "Feature details": "Dynamics 365 Contact Center automatically classifies proactive engagement calls into the following outcomes for all newly created proactive engagements and the existing proactive engagements:
Supervisors can view insights built on this data from out-of-the-box real-time analytics or from the msdyn_proactivedelivery table for custom reports. Journey authors also see this outcome when they define the criteria for post call action in Customer Insights journeys.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/15/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"ebfb870d-b724-f011-8c4e-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use representatives for commercial proactive engagement", "Investment area": "Omnichannel customer experiences", "Business value": "Organizations using proactive engagement for commercial calling like cross-sell or upsell scenarios must comply with regulations like the Telephone Consumer Protection Act (TCPA). With this feature, organizations can turn their contact centers into value centers that perform functions beyond reactionary support.
", "Feature details": "After an administrator enables this feature in the Copilot Service admin center, administrators and journey authors can create proactive engagements in Dynamics 365 Contact Center that are compliant with the TCPA.
Journey authors can indicate whether a proactive engagement is part of a commercial journey, such as cross-sell or upsell outreach. When this option is selected, the system ensures that a service representative is available to speak with the customer within two seconds of the customer accepting the call. All call data is captured in Dynamics 365 Contact Center and can be used in compliance reporting.
Administrators can also define the message that will be recorded if the system detects an answering machine or voicemail.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f742e363-b924-f011-8c4e-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Run voice outbound campaigns with proactive engagement", "Investment area": "Omnichannel customer experiences", "Business value": "Proactive engagement delivers significant business value by enabling organizations to reach more customers efficiently and compliantly, while optimizing operational resources. With intelligent contact chaining, outcome-based retries, and flexible configuration through file upload or API, businesses can maximize connect rates and reduce missed opportunities. Automated consent management and robust communication preferences ensure regulatory compliance and a respectful customer experience. Real-time analytics, scalable performance, and localized caller ID options further empower teams to drive engagement, improve satisfaction, and operate at enterprise scale.
", "Feature details": "The enhancements in proactive engagement are as follows:
File upload and API options
Administrators can configure proactive engagements as follows:
![\"Agent](\"media/revised1.png\" "\\"Agent")
![\"Dial](\"media/revised2.png\" "\\"Dial")
Reattempts configuration
Granular control over retry logic for proactive engagements. Administrators can set up the following options:
![\"Reattempts\"](\"media/revised4.png\" "\\"Reattempts\\"")
Communication preferences
Robust controls to honor customer communication preferences:
![\"Communication](\"media/revised5.png\" "\\"Communication")
![\"Display](\"media/revised3.png\" "\\"Display")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/10/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use SMS channel to engage with customers proactively", "Investment area": "Omnichannel customer experiences", "Business value": "Proactive engagement using SMS enables organizations to reach customers at scale with timely, personalized outreach that accelerates transactions and speeds case resolution. By orchestrating AI agents and service representatives over the SMS channel, teams can deliver seamless, meaningful conversations that improve customer satisfaction while reducing manual effort. Integrated with Copilot Studio agents, this capability streamlines workflows, boosts operational efficiency, and helps businesses engage customers effectively on the channel they use most.
", "Feature details": "Proactive engagement through the SMS channel extends your customer engagement workflows with outbound SMS capabilities powered by the proactive engagement CCaaS API. It enables automated, targeted outreach using SMS, with support for orchestrating messaging through CCaaS APIs, Customer Insights - Journeys, MCP, or file‑based uploads. Message context is passed seamlessly to downstream AI agents or service representatives, enabling proactive, event‑based, and personalized communications with end‑to‑end traceability across systems.
This capability is included in the existing proactive engagement feature set and uses your current SMS channel configuration in the Copilot Service admin center. If you already use the proactive engagement CCaaS API, you can start sending outbound text messages by configuring your SMS provider, defining outbound SMS workstreams, and choosing an orchestration method. Context sharing is automatically applied so that AI agents and service representatives receive the full conversation context.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"64609314-b481-ef11-ac21-000d3a157dd7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use data masking to protect customer data", "Investment area": "Omnichannel customer experiences", "Business value": "Protect your customers' sensitive data by enabling your customer service representatives to hide any personally identifiable information (PII) that customers inadvertently share.
", "Feature details": "Customer service representative data masking is a new opt-in feature for Dynamics 365 Contact Center.
When enabled, service representatives can select individual messages from the customer and redact them, so the customer's PII isn't stored in your repository. This feature complements the existing automatic data masking rules with both automatic and manual masking. You can be confident that your brand is protecting your customers' valuable information.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"36f77fb1-f000-f011-bae3-7c1e521a9c2c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Add messaging to native mobile apps", "Investment area": "Omnichannel customer experiences", "Business value": "Reach your customers through your branded mobile application with an easy-to-integrate mobile messaging experience.
", "Feature details": "The Native SDKs are native iOS and Android SDKs that enable applications to start, manage, and retrieve customer communications for Dynamics 365 Contact Center. Both SDKs contain two main components:
You can get the SDKs from public repositories, just like the existing Chat SDK for web. To enable communications through the mobile SDK, an admin creates a new chat workstream in the admin center and references the workstream's ID in the code for the mobile application. We recommend push notifications, for which the admin can also configure Google Firebase and Apple Push Notification accounts in the admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"07/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"39949eb1-b3e0-ee11-904d-00224827e5d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Leverage rich media messaging across channels", "Investment area": "Omnichannel customer experiences", "Business value": "Rich media messaging helps customers, agents, and customer service representatives engage in support conversations effortlessly, without the need for extensive typing. Agent-driven rich media messages help agents quickly gather more information from customers, facilitating better self-service. Additionally, rich media messaging helps enhance customer service representative productivity by enabling representatives to swiftly collect information from customers in the expected format.
", "Feature details": "Admins can design rich media message templates that apply to both the live chat widget and WhatsApp. The following types are supported for each channel:
Live chat widget
To get started, admins can easily create channel-aware templates in the Customer Service admin center app. The Customer Service workspace app automatically displays these templates, which are tailored to the specific channel. This functionality allows agents to seamlessly send the templates to customers. For features like live chat widget custom JSON, live chat widget forms, and WhatsApp suggested replies, the adaptive card JSON is ready for use in the adaptive card node of a Copilot agent. This setup streamlines the agent design by enabling rich media messages without the need to rebuild adaptive cards from scratch. When the customer responds and interacts with these messages, a response goes back to the agent and customer service representative.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/25/2025", "GA date":"03/30/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"961ba688-2e8b-ef11-ac20-000d3a147abe", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use AI summary for call quality management", "Investment area": "Omnichannel customer experiences", "Business value": "Service representatives can use AI summaries of closed voice conversations and voicemails to make conversation reviews more efficient.
", "Feature details": "Key capabilities of this feature include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Deploy chat widgets across portals using a single tag", "Investment area": "Omnichannel customer experiences", "Business value": "The basic method for deploying the live chat widget uses unique script tags for each workstream, supported by customizations defined in JavaScript. While this method gives your site full control over your web engagements, it can be difficult to update and deploy at scale across multiple lines of business, as modification to the program requires web development effort.
Web engagement orchestration addresses this need. It enables a business to deploy a single script tag to all of its pages and then control when and how to engage its customers through business rules configured in the admin center. For a large organization, this solution can potentially save millions in development costs and allows you to expand your messaging program faster and with confidence.
", "Feature details": "The web engagement orchestration has two main components:
Single script tag for live chat widget: Use the new script tag that isn't tied to any workstream but is instead tied to your organization and line of business. You can use this tag on any portal where you want to support messaging.
Web engagement rules: Use the new page in the admin center to configure the chat widget according to your organization's business rules.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use enhanced dial pad for DTMF tones", "Investment area": "Omnichannel customer experiences", "Business value": "The dialer is enhanced to ensure a better experience for representatives, one that's intuitive and easy to use by removing extra dialers from the UI, saving time. Keypad inputs are sent faster and more reliably from representatives to all parties on the call, and extra keypad inputs from customers are sent to external participants when the call is transferred.
", "Feature details": "Administrators can enable the enhanced dial pad experience for DTMF tones in the Copilot Service admin center under Workspaces > Voice Call Experiences > DTMF Broadcast.
When enabled, service representatives get a consistent, improved DTMF dial pad across all voice calls, allowing them to reliably send keypad tones during live conversations. This ensures smoother interactions with IVR systems, extensions, and automated prompts, reducing call disruptions and helping representatives resolve customer issues more efficiently.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f93695a2-730a-f011-bae3-00224833c1bb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Split recordings speaker-wise in closed conversation view", "Investment area": "Omnichannel customer experiences", "Business value": "The speaker-wise splitting of call recordings transforms the review process from a linear, time-consuming playback into a targeted, navigable experience. Supervisors can go directly to specific speaker sections, such as the customer or service representative, without going through the entire audio. This reduces review time and improves focus on key moments.
", "Feature details": "You improve review efficiency when you split recordings by speaker, enabling supervisors to quickly navigate to key moments. It clarifies what each speaker said, supports targeted coaching, and enhances sentiment analysis for customer interactions. This leads to faster, more actionable insights and better performance evaluations.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"99ff918d-867f-f011-b4cc-7c1e521b4ace", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/03/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Delight your customers with the enhanced chat widget", "Investment area": "Omnichannel customer experiences", "Business value": "The updated chat widget improves customer engagement and brand consistency by loading faster, delivering a modern default experience, and enabling deep customization. This reduces time to value for teams, strengthens brand alignment across digital touchpoints, and creates a more responsive, high‑quality customer interaction experience.
", "Feature details": "The customer-facing live chat widget is enhanced to improve performance, branding, and usability as follows:
The enhancements are available through a new script tag in the workstream configuration in the Copilot Service admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5d75c8b3-2bfe-f011-8406-7c1e52fd2cdc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Handle duplicate callback requests in overflowing queues", "Investment area": "Omnichannel customer experiences", "Business value": "This feature delivers significant benefits by enhancing customer experience, operational efficiency, and administrative control. It prevents redundant callback requests from the same phone number, reducing unnecessary loads on representatives and systems. Administrators gain flexibility to configure deduplication logic and tailor the caller experience, including custom messaging when duplicates are detected.
", "Feature details": "In the Copilot Service admin center, in the in-queue and pre-queue overflow settings, administrators can define the following settings:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use API to pause and resume recording, transcription", "Investment area": "Omnichannel customer experiences", "Business value": "This solution enhances compliance by preventing the inadvertent recording of sensitive customer information. It addresses regulatory concerns for industries that handle payments and Protected Health Information (PHI). By providing an intuitive mechanism for pausing and resuming recordings, it minimizes operational risks and improves customer trust. The web link integration ensures ease of adoption with minimal workflow disruption. It empowers agents to securely process transactions while maintaining compliance. Ultimately, this feature strengthens customer relationships and mitigates legal and regulatory risks.
", "Feature details": "Many industries, including healthcare and finance, require strict compliance with regulations that protect sensitive customer information, such as payment details and protected health information. Contact centers and customer service operations must ensure that they don't record or transcribe this data while still maintaining seamless customer interactions.
The Pause and Resume Recording and Transcription API enables businesses to temporarily stop and restart call recordings and transcriptions. It provides a compliant and secure way to manage sensitive interactions. This API ensures adherence to industry regulations while preserving customer trust and operational efficiency.
The Pause and Resume Recording and Transcription API provides the following key capabilities:
By leveraging this API, businesses can ensure secure and compliant interactions, enhance customer trust, and streamline agent workflows, all while mitigating legal and regulatory risks.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8830ea96-cafa-ef11-be20-7c1e526a61fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Monitor work item, representative lifecycle in Application Insights", "Investment area": "Omnichannel customer experiences", "Business value": "Today, businesses struggle to swiftly identify and resolve issues that come up during a conversation's lifecycle. Instead, they often must escalate the issue to Microsoft Support, which increases customer pain time. With this feature, businesses can understand where, when, and why issues arise, so they can address them.
", "Feature details": "Organizations can now access diagnostic telemetry for the full lifecycle of a conversation through Application Insights, so they can troubleshoot runtime issues more effectively. This end-to-end data empowers teams to quickly identify problems, apply mitigations, and maintain seamless contact center operations.
Telemetry spans voice, messaging, and record routing channels. The key conversation stages covered are initialization, self-service, routing, representative engagement, and conversation end.
To get started, export Power Platform data to Application Insights. After enabling the feature, telemetry from conversations begins flowing in. Administrators and supervisors can use built-in queries—or craft custom ones—to analyze each conversation stage by filtering with a conversation or correlation ID found in the conversation URL. For every telemetry item, you can pinpoint where failures occurred and understand the reasons why.
If you prefer not to build queries, the out-of-the-box dashboards offer an intuitive path to insights.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/10/2025", "GA date":"09/19/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"95bc47b3-abfb-ef11-be20-0022481fa6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Azure Communication Services-based SMS short codes", "Investment area": "Omnichannel customer experiences", "Business value": "With support for SMS short codes, you can reliably deliver high‑volume, time‑sensitive messages such as alerts, notifications, and confirmations when timing matters most. Preapproved short codes help ensure consistent delivery and customer trust at scale. By provisioning and managing short codes directly within the Azure ecosystem, you reduce operational complexity, streamline administration, and accelerate time-to-value for critical outbound communications.
", "Feature details": "Administrators configure this capability by completing the following steps:
Once configured, the SMS short codes are available for use across outbound and inbound messaging scenarios in Dynamics 365 Contact Center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3e6587b4-8982-ef11-ac21-000d3a157dd7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Azure Communication Services-based SMS mobile numbers", "Investment area": "Omnichannel customer experiences", "Business value": "With the support for mobile numbers in SMS in Dynamics 365 Contact Center, businesses can now engage with their customers in the regions or countries of Australia, Belgium, Denmark, Finland, Ireland, Latvia, Netherlands, Poland, Sweden, and United Kingdom. The provisioning and management of the mobile numbers is simplified for organizations because it can be handled within the Azure ecosystem.
", "Feature details": "Administrators can configure the following settings:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Consult, transfer securely for PSTN numbers, and IVR", "Investment area": "Omnichannel customer experiences", "Business value": "With this feature, customer service representatives can securely consult and transfer calls to third-party endpoints, such as payment systems. The feature automatically pauses recording and transcription, and it lets callers interact with the external system through DTMF.
", "Feature details": "The secure consult, transfer calls to PSTN numbers, and IVR feature enable customer service representatives to securely route calls to non-Microsoft systems while maintaining customer privacy and data protection. When representatives initiate consultations or transfers to external endpoints such as payment processors or verification systems, the platform automatically suspends recording and transcription to keep sensitive interactions secure.
Key capabilities include the following:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Infobip as an SMS channel", "Investment area": "Omnichannel customer experiences", "Business value": "You can use your Infobip SMS account directly in Dynamics 365 Contact Center to streamline how you connect with customers. This gives you more flexibility in selecting the provider that best fits your communication needs. By using an existing Infobip relationship, you reduce operational overhead, simplify channel management, and adapt your SMS strategy as your business grows.
", "Feature details": "Administrators can configure and add Infobip as a non-Microsoft SMS provider that helps users send and receive SMS and MMS messages through Infobip connections.
In the Copilot Service admin center, administrators add Infobip accounts in the Channels > Messaging accounts area, where a new Infobip SMS option appears. Administrators can manage the Infobip account on the settings page.
After the channel is configured, representatives can respond to conversation requests from customers. The setup supports inbound and outbound messaging across the same workflows and routing logic used for other SMS channels, providing a consistent user experience and unified reporting.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"fd496538-58fd-f011-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use disposition codes in voice and chat conversations", "Investment area": "Service representative experiences", "Business value": "Disposition codes help service representatives quickly jot down the outcome of calls and live chats. They also help in reporting and tracking interactions. Administrators can customize these codes to suit the business needs.
", "Feature details": "Disposition codes allow customer service representatives to assign codes to conversations to indicate the outcome of calls or chats. Administrators can turn on the feature and enter disposition codes that representatives can quickly search. The service representative can add disposition codes to an active conversation or a conversation they're wrapping up. After the conversations end, you can view the disposition codes for the closed conversation through the Inbox.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"33e5ae7c-a677-ef11-a670-7c1e521674d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Customize transfers and consults for queues, representatives", "Investment area": "Service representative experiences", "Business value": "Dynamics 365 Contact Center will now allow administrators to configure the queues and representatives that should be displayed for consult and transfer scenarios based on their business needs. This capability reduces misrouted interactions and minimizes resolution time.
", "Feature details": "On the Consult and transfer page in the Copilot Service admin center, administrators can now specify FetchXML queries for consult to queue, transfer to queue, consult with representative, or transfer to representative scenarios.
This flexible consult‑and‑transfer configuration model allows organizations to precisely manage the queues or service representatives who are available during a consult or transfer action.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/26/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"2b717075-de14-f011-9989-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Boost service representative productivity with inbox enhancements", "Investment area": "Service representative experiences", "Business value": "Help your customer service representatives increase productivity by configuring the user experience to best meet your business needs. These enhancements let administrators configure the channel open experience and conversation card fields. Customer service representatives can filter and sort based on user groups.
", "Feature details": "Administrators can enable intent-based routing for the inbox by bringing in user group support in line with the existing queue support.
Administrators can configure the card layout that's displayed in the inbox for the conversation entity in the following ways:
Administrators can also configure the open behavior of conversation messaging channels (other than voice) in the following ways:
These enhancements can help customer service representatives be more productive by giving them the option to filter and sort in the inbox based on their needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a2051d75-b214-f011-9989-6045bddb81f0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Support desktop companion app in embedded mode", "Investment area": "Service representative experiences", "Business value": "Introducing the desktop companion app for embedded mode that enables organizations to deliver faster, more reliable voice interactions across non-Microsoft CRM systems. By optimizing call latency, improving connection reliability, and supporting certified headset integrations, the solution enhances agent productivity and ensures consistent, high‑quality customer experiences.
", "Feature details": "After you install the desktop companion app for the embedded mode, it enables service representatives to access Dynamics 365 Contact Center capabilities directly within their chosen CRM environment. Originally built for Dynamics 365 Contact Center, the desktop companion app now extends its embedded experience to supported non-Microsoft CRM systems, offering a consistent and optimized agent desktop across platforms.
The key capabilities are as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Enable deep noise suppression", "Investment area": "Service representative experiences", "Business value": "The AI-powered deep noise suppression feature enables customer service representatives to deliver clear audio communication during customer interactions. It automatically filters background noise and audio interference, ensuring both incoming and outgoing audio streams maintain professional quality. This feature enhances the customer experience, increases agent productivity, and reduces average handle time, all while maintaining the professional brand image that customers expect.
", "Feature details": "The noise suppression feature automatically detects and suppresses unwanted audio elements in voice calls, while preserving clear voice transmission. Admins can turn on this feature for the entire organization.
Key benefits include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Desktop companion application", "Investment area": "Service representative experiences", "Business value": "The Desktop companion application for Dynamics 365 Contact Center gives you more reliable voice conversations by keeping call connections active even if the browser app refreshes or crashes. This standalone solution reduces connection latency and offers useful insights into resource use and device troubleshooting options.
By keeping communication between customers and service representatives uninterrupted despite browser performance issues, organizations see better call completion rates, higher customer satisfaction, and increased agent productivity. The application removes the frustration of dropped calls during important service interactions, guards against audio loss during technical disruptions, and helps contact centers keep consistent service quality even when facing tough technical challenges.
", "Feature details": "Administrators can download and install the Desktop companion application on a customer service representative's desktop.
Customer service representatives can use this application to do the following tasks:
Representatives can minimize the client application on their screen to ensure there are no distractions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"07/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c2bb35b5-a577-ef11-a670-7c1e521674d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use enhanced options in outbound voice calls", "Investment area": "Service representative experiences", "Business value": "The enhanced options that agents get when they make outbound calls help them stay productive while resolving customer issues quickly.
", "Feature details": "Agents can now:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use improved outbound dialing with reduced latency", "Investment area": "Service representative experiences", "Business value": "The enhancements in outbound dialing significantly reduce latency. Representatives can now place and connect an outbound call more quickly than before. By adhering to the latest UI standards, our product offers a smooth and intuitive user flow. Customer service representatives can focus their energy on helping customers.
", "Feature details": "This feature release significantly reduces latency because service representatives no longer need to wait for a session to be created before they can place an outbound call. You see marked improvements in how quickly your service representatives get connected to a customer. The latest UI updates make sure that representatives have all the information about the customer in one easy-to-find place that lends itself to an intuitive user flow.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"322434af-a777-ef11-a670-7c1e521674d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use enhanced disposition code capabilities", "Investment area": "Service representative experiences", "Business value": "The enhancements to disposition codes help service representatives save time and resources when they indicate how the call ended. Service representatives don't need to take their own notes to indicate the outcome of the call but can choose from a predetermined list. Supervisors can view these codes in the closed conversation summary form to aggregate data on how calls are going for their representatives.
", "Feature details": "Administrators enable disposition code enhancements at both global and workstream levels. The global level settings:
At a workstream level, admins can add workstream-specific codes and configure the need for a disposition code to close the conversation.
Service representatives can choose a category to filter the available disposition codes. If the administrator enables a maximum number of disposition codes allowed, service representatives see the number displayed in the disposition code area.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"08/08/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"10674ce5-4110-f011-9989-7c1e526b8bdd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use intent to consult with a user", "Investment area": "Service representative experiences", "Business value": "The intent-based consult capability powered by Copilot streamlines customer service workflows by intelligently recommending the most appropriate user for conversation consults. This enhancement delivers significant business value by reducing customer consults to the wrong user and decreasing average handling time. Service representatives benefit from AI-assisted routing recommendations that leverage the intent knowledge base to make accurate consult decisions. This intelligent routing capability drives operational efficiency while ensuring customers receive timely assistance from the most qualified representatives.
", "Feature details": "Administrators turn on this feature when they enable Customer Intent Agent and set up intent-based routing in the Copilot Service admin center.
When an administrator enables this feature, customer service representatives use Copilot-powered intent suggestions to consult with another representative. Users can now select from both queues and user groups when they start the consultation process. Using intent's knowledge base, Copilot helps the service representative choose the right user to consult with.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/09/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"71817806-dd14-f011-9989-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Consult with workgroup, queue using intent", "Investment area": "Service representative experiences", "Business value": "The intent-based consult capability powered by Copilot streamlines customer service workflows by intelligently recommending the most appropriate workgroup or queue. This enhancement delivers significant business value by minimizing customer consultations between departments and decreasing average handling time. Service representatives benefit from AI-assisted routing recommendations that leverage the intent knowledge base to make accurate consult decisions. This intelligent routing capability drives operational efficiency while ensuring that customers receive timely assistance from the most qualified lines of business.
", "Feature details": "Administrators turn on Customer Intent Agent and configure intent-based routing in Copilot Service admin center to make this feature available.
Customer service representatives use Copilot-powered intent suggestions to consult with the correct workgroup or queue. By using the intent's knowledge base, Copilot effectively uses consult for conversations in the line of business that's most appropriate.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/09/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1e6401a8-dc14-f011-9989-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use intent to select representatives to transfer conversations", "Investment area": "Service representative experiences", "Business value": "The intent-based transfer capability powered by Copilot streamlines customer service workflows by intelligently recommending the most appropriate user for conversation transfers. This enhancement delivers significant business value by reducing misrouted conversations and decreasing average handling time. Service representatives benefit from AI-assisted routing recommendations that leverage the intent knowledge base to make accurate transfer decisions. This intelligent routing capability drives operational efficiency while ensuring customers receive timely assistance from the most qualified representatives.
", "Feature details": "Administrators turn on Customer Intent Agent and configure intent-based routing in Copilot Service admin center to make this feature available.
Customer service representatives use Copilot-powered intent suggestions to transfer conversations to the most appropriate representative. Service representatives can select from both queues and user groups when they start the transfer process. Using intent's knowledge base, Copilot effectively routes conversations to the right user.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/09/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f6e8b67c-ce14-f011-998a-0022481da8cf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Transfer conversation to workgroup, queue using intent", "Investment area": "Service representative experiences", "Business value": "The intent-based transfer capability powered by Copilot streamlines customer service workflows by intelligently recommending the most appropriate workgroup or queue for conversation transfers. This enhancement delivers significant business value by reducing misrouted conversations, minimizing customer transfers between departments, and decreasing average handle time. Service representatives benefit from AI-assisted routing recommendations that leverage the intent knowledge base to make accurate transfer decisions while maintaining full control through manual override options. This intelligent routing capability drives operational efficiency while ensuring customers receive timely assistance from the most qualified representatives.
", "Feature details": "Customer service representatives can now use Copilot-powered intent suggestions to transfer conversations to the right workgroup or queue. By using the intent’s knowledge base, Copilot routes conversations to the correct line of business. If the suggested intent or user group is incorrect, representatives can override the selection and manually transfer the conversation to a workgroup or queue they choose.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/09/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c6f19bb2-cd14-f011-998a-0022481da8cf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Cancel voice consult with external number", "Investment area": "Service representative experiences", "Business value": "This feature improves representative productivity and customer experience by eliminating forced wait times when a consult or transfer is initiated to an incorrect or unavailable target. Today, representatives must wait for the call to be answered or to time out, increasing average handle time and frustration in high‑volume contact centers.
By allowing representatives to cancel and quickly retry with the correct participant, organizations can reduce average handle time, improve first‑attempt accuracy, and better support complex scenarios that include external PSTN numbers, Microsoft Teams users, and other platforms.
", "Feature details": "Representatives can cancel consult and transfer attempts while the call is still in the connecting or ringing state. Previously, cancel was supported for consult‑to‑queue scenarios only, forcing representatives to wait for a timeout when consulting with other representatives or external PSTN numbers.
This enhancement extends cancel support across other consult and transfer flows, providing a consistent and predictable representative experience. The cancel option appears directly in the representative UI during the connecting phase, allowing the consult or transfer attempt to be terminated immediately so the representative can retry with the correct participant or continue assisting the customer without delay. The feature is enabled out of the box and doesn't require administrator configuration.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c5f034a1-0ff3-f011-8407-000d3a192937", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use pre-connection audio checks", "Investment area": "Service representative experiences", "Business value": "This feature reduces call connection delays and ensures representatives are immediately ready for customer interactions. It improves overall call quality and customer satisfaction while maintaining privacy compliance through clear audio status notifications.
", "Feature details": "Dynamics 365 Contact Center now includes an audio device preheating feature that gets representative equipment ready before call connections. When the device is ready, the system notifies the representative that their audio is connected. This feature keeps representatives aware of their audio status while maintaining privacy protocols.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8878aa4f-e014-f011-9989-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Play audible sound for call connection", "Investment area": "Service representative experiences", "Business value": "This feature reduces call connection delays and makes sure that representatives are immediately ready for customer interactions. It improves overall call quality and customer satisfaction while maintaining privacy compliance through clear audio status notifications.
", "Feature details": "Dynamics 365 Contact Center now notifies the representative that their audio is connected. This feature keeps representatives aware of their audio status.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/21/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"583ad8e7-bc73-f011-bec2-6045bdffaa2d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Copilot Studio agents to get customer feedback", "Investment area": "Service representative experiences", "Business value": "Traditional customer feedback management can take a long time, sometimes weeks, to close the loop with action on feedback provided. Different tools are used to capture customer feedback across different channels within your contact center. With AI, you have an opportunity to enable real-time feedback, with automated and personalized feedback loops to help unlock immense business values. This feature unifies the process of configuring the surveys across channels while using the generative AI capabilities of Copilot Studio agents.
", "Feature details": "In the Copilot Service admin center, administrators can configure feedback surveys by using Copilot agents with the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Search for a customer in the outbound dialer", "Investment area": "Service representative experiences", "Business value": "With the new outbound dialer, agents can easily place calls by searching for a customer and opening the customer record from the call history.
", "Feature details": "The enhanced outbound dialing experience enables agents to:
For more information, watch our Outbound dialer enhancements in Dynamics 365 Customer Service video.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/08/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3722ad51-ce19-ef11-9f89-6045bdef40d8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Search for phone numbers in Copilot Service admin center", "Investment area": "Service representative experiences", "Business value": "With the new search capability, admins don't need to scroll through thousands of numbers in an organization.
", "Feature details": "The search functionality is available at the upper right of the phone number configuration page. Administrators don't need to use the Ctrl+F combination of shortcut keys that previously allowed them to search on the displayed numbers only. Now, with the search functionality, administrators can search through the entire database of phone numbers enabled for their organization.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"123585d0-dd14-f011-9989-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use the optimized option to update presence", "Investment area": "Service representative experiences", "Business value": "With this feature release, service representatives can change their presence status more easily, leading to better performance and saved time.
", "Feature details": "Service representatives can now update their presence with one click instead of going through a process that takes more than four clicks. Service representatives spend less time doing a basic task, so they can help customers more easily and efficiently. The presence icon also loads faster when updated, so it quickly shows an accurate representation of the service representative's presence status.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d6a8d721-a877-ef11-a670-7c1e521674d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use optimized setting to update presence", "Investment area": "Service representative experiences", "Business value": "With this feature release, we expect an increase in performance and time saved when service representatives change their presence status with a less cumbersome process.
", "Feature details": "Service representatives can now update their presence in fewer steps. Service representatives will spend less time doing a basic task, thereby allowing them to help customers more easily and efficiently. Furthermore, the presence icon loads faster after the update, allowing for a faster rendition of an accurate representation of the service representative's presence status.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "08/15/2025", "GA date":"10/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e1f91033-ac56-f011-877a-6045bda8eaa9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use agent insights to supervise autonomous agents", "Investment area": "Supervisor experiences", "Business value": "As AI agents are deployed, it's critical for supervisors to understand the impact the agents are driving and how to optimize their performance. The Agent insights dashboard will give supervisors visibility into their agents' holistic program performance while highlighting areas of opportunity for expansion and optimization.
", "Feature details": "The Agent insights dashboard will include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Assign representatives to conversations based on skills and proficiency", "Investment area": "Supervisor experiences", "Business value": "Currently, supervisors don't see service representative skills or the skills needed for a conversation when they assign conversations. This feature updates the supervisor experience to assign and reassign conversations. It lets supervisors filter users based on a combination of skills and proficiency.
", "Feature details": "Supervisors can filter a list of representatives by combining availability, assigned skills, and skill proficiency when assigning conversations. Search results include representatives with exact or partial matches on the search criteria. This flexibility helps supervisors find the best representative to work on a conversation at that time.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/22/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"606ebf4a-42fd-ee11-a1fe-7c1e520b8158", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use time, business unit filters, and agent views in real time", "Investment area": "Supervisor experiences", "Business value": "Enhancements to the existing real-time analytics provide supervisors with greater flexibility and precision in monitoring contact center operations. With configurable time windows, business unit-level filtering, and improvements to the agent dashboard, supervisors can now drive more informed decisions.
", "Feature details": "Focused time window filter: The default view now shows data for the last two hours, with selectable ranges of 1, 2, 4, 6, 8, and 2 hours, today, and 24 hours (instead of full day or 24-hour range), giving supervisors a sharper view of current contact center activity and performance. It's applicable to Omnichannel real-time analytics and Real-time analytics for record routing.
Business unit level filter: Enables a comparison across business units and allows users to isolate metrics for a specific business unit, supporting more targeted operational insights. This filter is available under visual and data model customization and is supported on the following dashboards:
Agent report enhancements: Includes visibility into idle agents in real time, helping supervisors identify underused resources and rebalance workloads quickly.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Monitor intent and agent groups for real-time analytics", "Investment area": "Supervisor experiences", "Business value": "In an autonomous, intent-driven contact center, organizations can define specific intents and group them into intent categories to enable streamlined and efficient handling of customer interactions. Real-time analytics help supervisors monitor conversations and track key metrics using intent attributes. This feature delivers immediate insights into customer interactions, supporting trend analysis, performance optimization, and accelerated query resolution. By using intent attributes, supervisors gain a comprehensive view of customer needs, enhance service quality, and drive business value through improved efficiency and customer satisfaction.
", "Feature details": "To view the Intent group and User group dashboards:
Key improvements include:
As part of visual customization, all real-time dashboards including Summary, Voice, Bot, Agent, Ongoing Conversation, and Backlog conversation reports can be filtered by intent group, intent, and line of business by using the IntentFamilyName in DimIntent dimension. Learn more about visual customization. You can search the data measures for intent to pick specific intent-based filters.
Two new report pages on the existing real-time analytics dashboard:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Export and import visual customizations of analytics reports", "Investment area": "Supervisor experiences", "Business value": "Manage visual customizations in embedded Power BI reports through application lifecycle management. By combining a powerful API with an intuitive user experience, organizations can now seamlessly promote visual updates across environments and maintain version control offline with minimal effort and maximum governance.
", "Feature details": "Feature specifications:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Manage ongoing record conversations", "Investment area": "Supervisor experiences", "Business value": "Real-time analytics empower contact center supervisors to efficiently manage operations by assigning, transferring, releasing, and removing conversations that are rerouted from cases or emails to ensure effective resolution management. These capabilities enhance customer service quality and optimize resource allocation.
", "Feature details": "In Copilot Service Workspace, navigate to the Conversations > Ongoing record conversations view. Supervisors can select a conversation to perform the following actions on conversations that are rerouted from cases, activities, and emails:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Manage all ongoing conversations", "Investment area": "Supervisor experiences", "Business value": "Supervisors get a real-time overview of all ongoing conversations by communication channel. From the All ongoing conversations view, they can assign, transfer, monitor, or close individual conversations, as well as perform bulk actions to manage multiple conversations simultaneously. Live sentiment analysis and performance metrics tracking (such as talk time, hold time, and wrap-up time) help identify conversations that might need immediate attention. Customizable filters and saved views enhance team coordination, while flexible configuration options let organizations adapt the information to their specific operational requirements. Automatic data refreshing helps supervisors monitor current conversations without needing to manually reload the system.
", "Feature details": "The All ongoing conversations view empowers supervisors and operations managers to monitor, manage, and optimize ongoing customer conversations across digital messaging, voice, and records channels in one unified workspace with Copilot Service Workspace.
Key capabilities
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Monitor intent and intent groups for historical analysis", "Investment area": "Supervisor experiences", "Business value": "The enhanced reporting delivers significant business value by providing supervisors with a dual perspective on performance through queue and intent group metrics. The integration of intent groups into analytics enables segmented analysis, which helps identify improvement opportunities across intent groups and individual intents. This comprehensive approach strengthens tracking and optimization of customer interactions, resulting in higher service quality and improved customer satisfaction.
", "Feature details": "The Bot-Intent report in the Omnichannel Historical dashboard provides comprehensive insights into bot performance and customer interactions. The report supports segmented analytics by intent groups and individual intents, enabling supervisors to identify areas for improvement.
This report is available when Customer Intent Agent is enabled in the Contact Center admin center under Insights settings.
Key capabilities include:
Key metrics include:
These metrics offer a robust view for operational optimization and enhanced service quality.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/11/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"69cf5aab-7315-f011-998a-7c1e52585ca6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use streamlined menu navigation in out-of-box analytics", "Investment area": "Supervisor experiences", "Business value": "The updated Analytics UI enables contact center supervisors to effectively use out-of-the-box reports. With a redesigned sub-report menu, supervisors can easily access and switch between different reports, which improves their ability to monitor performance and operational metrics.
", "Feature details": "Enhanced menu navigation for out-of-the-box analytics
The enhanced analytics interface is designed to help contact center supervisors clearly understand and efficiently navigate the suite of out-of-the-box reports available to them. With a redesigned sub-report menu, supervisors can seamlessly switch between report views, making it easier to monitor key performance indicators, agent metrics, and operational trends.
This update also introduces a more spacious layout, giving supervisors greater screen real estate to view and interact with reports—enabling deeper analysis without the distraction of unnecessary interface elements.
Key benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "View analytics for proactive outbound engagement", "Investment area": "Supervisor experiences", "Business value": "Use the Proactive Outbound analytics dashboard to manage and monitor outbound calling initiatives. The dashboard helps you process initiatives smoothly, create value for customers, and use agent resources effectively. Configure initiatives with Dynamics 365 Customer Insights - Journey configurations (trigger-based or segment-based), or use the Web Callback Scheduling API.
", "Feature details": "Key capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use Microsoft Teams phone in Dynamics 365 Contact Center", "Investment area": "Teams integration", "Business value": "By connecting the Teams Phone numbers with Dynamics 365 Contact Center, businesses integrate their existing Teams Phone system without the need to configure a separate telephone setup. Customers can use the broad geographic reach of Teams calling capabilities through calling plans available in 36 countries, Operator Connect in 96 countries, and Direct Routing globally. Also, it eliminates the need for customers to bring their own Azure Communication Services resource.
", "Feature details": "With this feature, organizations can use their Teams Phone system with the voice channel configuration:
The key steps in the Teams admin center (via PowerShell) include:
In Copilot Service admin center, you can synchronize phone numbers from Teams with Dynamics 365 by using the sync option on the Teams phone system tab of the Manage telephony pane.
Some of the key features include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Debug issues in automatic assignment with enhanced logs", "Investment area": "Unified routing", "Business value": "Administrators can now better understand how the routing engine makes the automatic assignment decisions. This enhanced visibility helps administrators quickly diagnose assignment issues and understand why work items are assigned to specific representatives or remain unassigned.
", "Feature details": "With this update, administrators can now see the extra information that's logged in Application Insights for improved diagnostics. The key enhancements include information logs for the following events:
These details are logged across voice, digital messaging, and record channels to provide greater transparency into the automatic assignment process and help administrators understand why work items aren’t being assigned, or why they are assigned to specific representatives.
This enhancement is enabled by default for all the customers who use Application Insights and have connected their Dynamics 365 instance with it.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e89110f1-07d1-f011-bbd3-000d3a1ecba3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Select a representative automatically in consult to queue", "Investment area": "Unified routing", "Business value": "By automatically suggesting the best service representative for consult, this feature helps save time that representatives otherwise spend on manually selecting a consultee. This feature significantly reduces conversation handling time and enhances the consulting experience.
", "Feature details": "When service representatives select a queue during the consult process, this feature automatically connects them to the best representative for consultation. This feature is helpful when service representatives aren't sure how to find the appropriate representative to consult. The system finds the right subject matter expert (SME) based on the conversation context.
Administrators can enable the feature in Copilot Service admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"04206502-8781-ef11-ac21-6045bda7f7fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Block capacity for consulted conversations", "Investment area": "Unified routing", "Business value": "By blocking capacity for consulted conversations, businesses can improve resource management and avoid overburdening their service representatives. This enhances overall efficiency and customer satisfaction.
", "Feature details": "The key capabilities of this feature are as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Enable direct transfer of conversations", "Investment area": "Unified routing", "Business value": "By enabling direct transfer to service representatives, businesses can streamline conversation handling processes and improve overall efficiency. This feature allows service representatives to directly transfer conversations to the appropriate representative when they know the right person to handle the conversation. This capability leads to faster resolution times, reduced wait times for customers, and enhanced customer satisfaction. Also, resource allocation is optimized by directing conversations to the most suitable representative without delays.
", "Feature details": "The key capabilities of direct transfer of conversations are as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Get queue availability data from representative availability APIs", "Investment area": "Unified routing", "Business value": "By improving visibility into service rep availability and wait‑time signals across queues, representative availability APIs help organizations route customers more effectively and resolve issues faster. This enables teams to proactively manage demand, set accurate expectations across digital and voice channels, and reduce both perceived and actual wait times. As a result, businesses can increase customer satisfaction, lower abandonment rates, and make better use of service representative capacity, driving more consistent, efficient support experiences at scale.
", "Feature details": "Representative availability APIs provide real‑time, queue‑level visibility into service representative availability and average wait times, enabling smarter, data‑driven routing decisions.
Customers can select the appropriate API based on whether a conversation already exists. Using conversation and workstream context, the APIs surface relevant queue and representative availability by following the same routing path as the conversation.
These scalable APIs enable digital and voice assistants to make optimized routing decisions or present accurate availability and wait‑time information to customers—reducing wait times, setting clear expectations, improving CSAT and representative usage, and delivering consistent, high‑quality support at enterprise scale.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9ce4c5bf-fbf7-ef11-be20-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use shift bookings to assign conversations", "Investment area": "Unified routing", "Business value": "By using dynamic bookings that change frequently, unified routing ensures that it assigns tasks such as calls and chats to service representatives only when they're available. With this system, the routing system makes sure that it follows the workforce management schedules. This approach boosts productivity and satisfaction because representatives don't miss breaks or get interrupted during training. SLAs are honored, which leads to higher customer satisfaction.
", "Feature details": "This feature offers the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Set timer to wrap up conversations in seconds", "Investment area": "Unified routing", "Business value": "Customizable conversation wrap-up timers give customer service representatives the flexibility to set post-call durations that match business needs. This flexibility helps speed up agent availability and improves cost efficiency.
", "Feature details": "You can now set the wrap-up timer in seconds, so contact centers have precise control over post-conversation workflows. Previously, you could only set this timer in minutes.
Key benefits include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Set least active assignment as default in messaging queues", "Investment area": "Unified routing", "Business value": "Least active is the default assignment strategy when you are creating new messaging queues, so that work is distributed evenly across service representatives without extra setup. This helps with equitable work distribution, improving resource usage, and supporting consistent customer response times.
", "Feature details": "The least active assignment strategy assigns conversations to the least active service representatives across messaging and voice channels. While least active is the default assignment strategy for the voice queues, we plan to make the same experience available for the queues for messaging channels.
Out of the box, least active will be the default assignment strategy when a new messaging queue is created. The administrator can modify the choice of strategy for the queue in the same experience.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/06/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"5cff8617-953f-f011-b4cb-6045bda9c2a9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Manage routing rules in bulk", "Investment area": "Unified routing", "Business value": "Often, businesses require common rules across various lines of business queues and workstreams. To configure these common rules, administrators must go through each queue and manually create a ruleset and add rules. Repeating this step for each queue, which can be in the hundreds, takes long hours to complete. A template for the ruleset simplifies the process by allowing administrators to create templates for common routing rulesets and apply them in queues and workstreams, thus saving hours of work.
", "Feature details": "Create templated rulesets for routing configurations like prioritization, assignment, and work classification rulesets. Apply these ruleset templates when you create prioritization, assignment, and work classification rulesets in a queue or workstream. Administrators can manage templated ruleset configurations globally from one place and publish updates to all queues and workstreams where the ruleset is applied.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/18/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"7ee626fd-8981-ef11-ac20-6045bded8088", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Route to least active representatives in messaging channels", "Investment area": "Unified routing", "Business value": "Organizations can route messaging conversations by first prioritizing agents with the fewest active conversations. Among agents with the same conversation count, routing prioritizes those who are least active for the longest duration. This two-level ordering ensures better utilization of representatives, improved customer satisfaction, and higher agent engagement by allowing a sufficient gap between conversations.
", "Feature details": "With this feature, administrators can:
For representatives working on both voice and messaging queues, the \"least active\" time calculation includes both voice and messaging conversations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a4991388-6a81-ef11-ac21-000d3a54b13d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Monitor real-time conversations with Quality Evaluation Agent", "Investment area": "Unified routing", "Business value": "Supervisors monitoring representatives or AI agents enable organizations to maintain oversight and brand integrity during AI-driven interactions. By enabling monitoring, real-time consults, and alerts, supervisors can intervene when necessary. This reduces operational load, improves customer experience, and accelerates the journey toward full automation without compromising service quality.
", "Feature details": "When a quality score falls below defined thresholds, the Quality Evaluation Agent instantly triggers notifications, enabling supervisors to intervene promptly, either by joining the conversation or coaching the representative in session. This proactive approach helps prevent escalations and drives continuous improvement by identifying actionable insights during live interactions. By combining real-time monitoring with configurable evaluation plans, the real-time Quality Evaluation Agent empowers organizations to enhance customer satisfaction, improve agent performance, and maintain compliance standards across diverse scenarios.
Supervisors use the evaluation framework to define the evaluation criteria and create structured evaluation plans. When a plan is executed, requests are sent to the real-time Quality Evaluation Agent to evaluate real-time conversations. The real-time Quality Evaluation Agent processes these requests and generates evaluation responses in real time.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Generate audit data for conversation routing configurations", "Investment area": "Unified routing", "Business value": "The audit capability for routing configurations enhances transparency, accountability, and compliance. It allows organizations to track changes, investigate issues efficiently, and meet regulatory requirements with confidence.
", "Feature details": "Administrators can enable the audit of conversation routing configurations in the audit settings for the environment in the Power Platform admin center. The audit log will be available for the following configurations:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Debug routing issues with Application Insights dashboard", "Investment area": "Unified routing", "Business value": "The Diagnose dashboard delivers the complete conversation lifecycle telemetry and assignment event details, doing away with the need for custom queries. This end-to-end visibility helps teams quickly identify issues, implement mitigations, and enhance SLA compliance to drive operational efficiency for high-volume contact centers.
", "Feature details": "For efficient troubleshooting of routing delays and assignment issues, supervisors can use the Debug tab that's embedded in Copilot Service workspace and accessed through Diagnose on the Omnichannel Realtime analytics page.
The administrator can enable the dashboard in Power Apps in a solution of your choice.
Key capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Route to first-matched queue in route-to-queue rules", "Investment area": "Unified routing", "Business value": "This capability gives organizations better control over their route-to-queue rules. Organizations can now choose between evaluating all route-to-queue rules or up to the first matching rule. The new \"hit-first\" policy directly routes conversations to the first matching queue and skips the subsequent rules.
", "Feature details": "Administrators can now choose the rule-hit policy for any set of route-to-queue rules in a workstream. By choosing the new hit-first policy, organizations can make sure that conversations are always routed to the queue that matches first, and all subsequent rules are skipped.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"dc4cd594-28e3-ef11-a730-7c1e52597ad1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Update queue memberships for agents in real time", "Investment area": "Unified routing", "Business value": "When a contact center experiences a surge in conversations, admins and supervisors suddenly face a staffing shortage. To handle these surges, they need to quickly add or redistribute the workforce between channels and lines of business that queues represent. With this enhancement, queue membership updates that admins make happen faster. These benefits help maintain low customer wait times even during peak traffic periods and avoid unintended work assignments.
", "Feature details": "Administrators who manage these updates don't have to wait for 15 minutes for an agent's queue membership update to reflect in the system. With the real-time queue membership update, agents can take work in their new voice and messaging queues as soon as you add them. When you remove agents from queues, they stop receiving work from those queues, which reduces the wait time caused by reroutes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/30/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a9b5cb3e-cd19-ef11-9f89-6045bdef40d8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/21/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use overflow for lengthy wait times for work items", "Investment area": "Unified routing", "Business value": "When contact centers face sudden spikes in customer queries in queues, agents might not be available to respond quickly. To improve customer satisfaction, overflow handling helps customers who wait for a long time by taking actions like automatically transferring work items to other queues.
", "Feature details": "With overflow for work items in a queue, administrators can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use custom alerts for new messages in persistent chat", "Investment area": "Unified routing", "Business value": "With this update, administrators can set a specific notification title, timeout, and auto-assignment behavior for new messages in persistent chats. This feature helps agents stay informed and connected to returning customers with the auto-accept functionality. You get the flexibility to control how conversations return to agents based on your business needs.
", "Feature details": "For contact centers that use the persistent chat feature in live chat, administrators can now set up a new notification template to reassign returning conversations to the same agent who last interacted with the customer, even if the agent is offline or away. This template helps prioritize the customer-agent relationship over speedy responses. The administrator can also customize the title and other details on the notification template to differentiate returning conversations from new ones.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/29/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b78e5348-fd0c-ef11-9f89-7c1e520dc053", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Create and analyze forecast scenarios for case and conversation volumes", "Investment area": "Workforce engagement management", "Business value": "Accurate forecasting helps your business keep the right staffing levels and optimize service operations. With forecast scenarios, you can explore different possibilities based on historical data and trends. Whether you’re planning weeks or months ahead, this feature helps you make data-driven decisions, reduce staffing inefficiencies, and maintain service level targets.
", "Feature details": "Accurate forecasting is essential for efficient workforce planning. With this feature, you can predict case and conversation volumes and service representative demand based on historical trends.
To turn on this feature, your administrator needs to install the Workforce Management for Customer Service package in the Power Platform admin center app. Then, you can create forecast scenarios that fit your operational needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"13e008db-d8f3-ef11-be20-7c1e5267c7b6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Create and manage shift plans for effective staffing and service coverage", "Investment area": "Workforce engagement management", "Business value": "Effective shift planning is key to maintaining efficient support operations. With a structured shift plan, you can ensure that the service representatives with the necessary skills are available at the right time to meet forecasted demand. By defining activities like work, breaks, and training, businesses can improve workforce productivity while maintaining operational efficiency.
", "Feature details": "A shift plan helps businesses define shift hours, required activities, and staffing needs. With a shift plan, you can make sure the right service representatives are available at the right times. When you use a structured shift plan, you can match workforce availability with forecasted demand. This alignment helps improve operational efficiency and service quality.
Key features include:
To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app. Then, you can set up shift plans that fit your operational needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"81c02b43-cbf4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use capacity planning to predict your staffing needs", "Investment area": "Workforce engagement management", "Business value": "Ensuring you have the right number of representatives available at the right time is critical for delivering exceptional customer service while optimizing costs. With capacity planning, you can forecast staffing requirements based on historical and expected demand. This feature helps you maintain service levels without overstaffing or understaffing.
You can model different demand scenarios based on forecasted volumes and break down staffing needs by channel and queue. Whether you're planning for the next few weeks or months ahead, capacity planning provides the visibility and flexibility you need to make informed staffing decisions.
", "Feature details": "Capacity planning helps you forecast staffing needs at different levels of detail. With capacity planning, you can align your workforce capacity with service demand.
Short-term planning: Forecast staffing needs in 15-minute intervals for up to six weeks, so you can make real-time adjustments. Long-term planning: Plan daily staffing requirements for up to six months to support strategic workforce decisions. Scenario analysis: Model different workload scenarios to see how changes in demand affect your staffing needs. Data slicing: View staffing projections by specific channels and queues for deeper insights.
To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app, and then enable the feature in the Customer Service admin center. Then, your business can create capacity plans based on your operational needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f5adfe0f-aaf4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Analyze adherence history to optimize workforce planning", "Investment area": "Workforce engagement management", "Business value": "Organizations can gain actionable insights into customer service representative adherence behavior over time. By analyzing trends and deviations, supervisors can make informed decisions to optimize workforce planning, reduce inefficiencies, and improve service-level compliance. Using these insights helps lead to better resource allocation, higher productivity, and an enhanced customer experience.
", "Feature details": "The Adherence History Report provides a complete view of customer service representatives’ historical adherence to scheduled tasks and activities. It helps supervisors analyze patterns, identify gaps, and improve workforce efficiency.
Key capabilities
Trend chart: Visualize adherence patterns for individual service representatives or the entire team over time. Metrics dashboard: Track adherence percentage, total scheduled time, and time spent out of adherence. Activity summary view: Access detailed activity records for each service representative, including precise durations for granular analysis.
You can find the Adherence History Report in the Copilot Service workspace by navigating to Workforce Management in the site map and selecting Adherence Historical Analytics.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b67f1592-79c6-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Use automated and manual scheduling to manage shift plans", "Investment area": "Workforce engagement management", "Business value": "Scheduling helps ensure that service representatives efficiently assigned to shifts based on demand and availability. With both manual and automatic scheduling options, you can easily manage staffing for different shifts and ensure that your contact center is always properly staffed. This flexibility helps you meet the forecasted demand, reduce gaps in coverage, and enhance the overall operational efficiency. You can also ensure continuous service by strategically distributing breaks and avoiding staffing shortages during peak times.
", "Feature details": "Scheduling helps businesses assign service representatives to shift plans efficiently. It helps ensure proper coverage to meet operational requirements. With both manual and automated options, you can streamline scheduling while maintaining flexibility.
Key features include:
To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app. Then, you can configure scheduling based on your workforce requirements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"472ea6e5-ccf4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Shift bidding for customer service representatives", "Investment area": "Workforce engagement management", "Business value": "Shift bidding empowers service representatives to choose shifts that align with their preferences and availability, which leads to improved satisfaction and retention. When service representatives participate in bidding, they get more flexibility and control over their work schedules. Schedulers can easily manage and release shifts for bidding, which helps streamline the process while ensuring adequate coverage based on your business needs.
", "Feature details": "Shift bidding lets your service representatives join a bidding process to select their shifts.
Key features include:
To turn on this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d277485d-d1f4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Shift swapping for customer service representatives", "Investment area": "Workforce engagement management", "Business value": "Shift swapping gives service representatives the flexibility to manage their schedules while keeping staffing levels steady. It enhances flexibility by enabling representatives to trade shifts directly with colleagues or open the request to the broader team. Supervisors retain oversight, ensuring smooth operations with minimal disruption to team schedules.
", "Feature details": "Shift swapping simplifies shift adjustments by allowing service representatives to exchange shifts directly within the system.
Key features include the following capabilities:
To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0458bd58-d0f4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "View and manage shift schedules with My Schedule calendar", "Investment area": "Workforce engagement management", "Business value": "The My Schedule calendar gives customer service representatives a clear and accessible view of their shifts, time off, and other schedule-related details. The tool empowers service representatives to manage their time efficiently, whether they're reviewing upcoming shifts, requesting time off, or viewing their schedule in different formats. The flexibility of day, week, month, and agenda views ensures that representatives can access their schedules in the format that works best for them. Having a calendar view can help reduce scheduling conflicts.
", "Feature details": "The My Schedule calendar gives service representatives several views to help them manage their shifts and time off.
Key features include:
To turn on this feature, your administrator must install the Workforce Management for Customer Service package in the Power Platform admin center app.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"cabd52cf-cdf4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Real-time adherence monitoring for service representatives", "Investment area": "Workforce engagement management", "Business value": "The real-time adherence tracker enables supervisors to continuously monitor service representatives' adherence to their schedules. It helps supervisors ensure that representatives stay on track to meet performance targets. By providing immediate visibility into deviations from scheduled activities, the tracker helps supervisors take timely corrective actions. This visibility results in enhanced productivity, better resource management, and improved compliance.
", "Feature details": "The Real-Time Adherence Tracker offers comprehensive monitoring and tracking of service representatives' adherence to their scheduled activities.
Key features include:
To enable this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"363d3c6b-d2f4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "656ef9c3-c601-ef11-a1fd-6045bdfe3ffa", "Product name": "Dynamics 365 Contact Center", "Feature name": "Manage time-off requests", "Investment area": "Workforce engagement management", "Business value": "The Time-Off Request feature helps streamline the leave management process for service representatives and supervisors. Representatives can submit their leave requests directly from the My Schedule view or Request Management, providing an easy and intuitive experience. Managers and schedulers benefit from efficient workflows, as they're notified when new requests are submitted and when requests are approved. This process ensures proper staffing while accommodating representatives' time-off needs. It helps improve operational efficiency and representative satisfaction.
", "Feature details": "The Time-Off Request feature helps service representatives, supervisors, and schedulers handle leave requests more efficiently and in a more organized way.
Key features include:
For service representatives:
For supervisors:
For schedulers:
To activate this feature, your administrator must first install the Workforce Management for Customer Service package in the Power Platform admin center app.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"05/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e631a378-cff4-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Configure offline profiles with FetchXML editor", "Investment area": "Boost technician productivity", "Business value": "Accelerate offline sync and reduce data usage by creating precise FetchXML filters. Advanced optimization options help you avoid timeouts on large datasets, so your frontline teams stay productive in the field.
", "Feature details": "The offline profile designer in Power Apps now includes a FetchXML editor that gives you direct, code-level control over the queries that determine which data syncs to mobile devices. When you open a table's filter configuration inside an offline profile, a new View/Edit FetchXML option appears in Expression Builder, opening a side-by-side code editor. You get full XML syntax control for logic that goes beyond what Expression Builder supports, including aggregates, hierarchy operators (above/under), fiscal-period filters, between/not-between clauses, and granular older-than operators.
The editor also exposes advanced optimization options such as latematerialize, SQL query hints (for example, OptimizeForUnknown, ENABLE_HIST_AMENDMENT_FOR_ASC_KEYS), union hints, and centralized filtering. Built-in validation checks that your XML is well-formed before you save, preventing broken profiles. If your FetchXML uses only constructs that Expression Builder supports, the visual UI updates to reflect your changes; if you use advanced constructs, you continue editing in the FetchXML editor going forward. The two tools are complementary: use Expression Builder for simple scenarios and the FetchXML editor for advanced control and performance tuning.
This feature is automatically available in the offline profile designer in Power Apps with no feature flag or additional configuration required. To use it, open Settings, select Offline profiles, and create or edit a profile. Add a table, open its filter-rows configuration (custom or related rows), and select View/Edit FetchXML in Expression Builder. Review the pregenerated XML, author or paste your query, select Apply, and then Save the profile.
To disable or revert your FetchXML customization, open the same filter configuration, clear or replace the XML with the default query generated by Expression Builder, and save the profile again. Changes apply to offline filtering for tables and related rows, controlling what data is downloaded and synced to devices.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/16/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"688d30e8-9911-f111-8406-000d3a54c4d2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "View your mobile offline sync data with Application Insights", "Investment area": "Boost technician productivity", "Business value": "Ensuring a seamless experience both with and without device connectivity is crucial for an effective frontline workforce. Field Service offers mobile offline capabilities to address this need. To create optimized offline profiles, you need insights into the offline performance and device data. With Application Insights, you get the data you need to answer essential questions about offline mobile usage, which helps with enhanced troubleshooting and user experience optimization.
", "Feature details": "Use new data available in Application Insights to build reports and dashboards for your organization.
Within Application Insights, you can get data to report on:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Use Remote Assist mixed reality annotations in Microsoft Teams", "Investment area": "Boost technician productivity", "Business value": "First-time fix rates are a key business and operational metric for service organizations. When a service technician doesn't have the required knowledge or experience to resolve an issue on a work order, they can quickly start a call with another technician or support specialist in the back office. The specialist guides them through the issue and its resolution.
", "Feature details": "Frontline workers can now get remote assistance through a video call with 3D spatial annotations, right within Teams mobile. Users no longer need to switch apps to use Remote Assist when collaborating within Teams on their mobile devices.
This feature is currently available on iOS and Android devices.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/17/2024", "GA date":"02/10/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"c7b3d8b9-a1c3-ed11-83ff-000d3a15e934", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/04/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Integrate bookings with Outlook and Teams", "Investment area": "Boost technician productivity", "Business value": "Frontline workers can access their assigned bookings directly within Outlook and Teams, the platforms they already use daily. This integration eliminates the need for switching between multiple tools, allowing employees to manage their work and personal schedules all in one place.
", "Feature details": "Field Service bookings for work orders create an appointment in the frontline workers' calendars and provide extra details, including a deep link to the Field Service application.
This feature offers several valuable improvements:
This feature is in production-ready preview. Sign up to get started with the preview.
![\"Mobile](\"media/exchange.png\" "\\"Mobile")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Access online data with your offline-first application", "Investment area": "Boost technician productivity", "Business value": "Frontline workers face variable network conditions while working on remote job sites. They need a reliable offline-enabled application that works seamlessly with or without network connectivity. By using the offline-enabled Field Service mobile application, the mobile offline profile configured for their environment limits the data technicians can access.
However, the unpredictable nature of frontline workers' day-to-day activities often requires broader data access than what their mobile offline profile defines. With this feature, frontline workers access online data when the network is available, giving them full access to the data stored in Dataverse.
", "Feature details": "When frontline workers have network access on their mobile device, they can switch the application to online mode. With online mode, they get access to Dataverse data in the cloud.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve usability for the Field Service mobile app", "Investment area": "Boost technician productivity", "Business value": "Frontline workers' productivity can increase by having access to more data directly on the mobile grid. By expanding the grid control to support additional fields, users can view comprehensive information at a glance, reducing the need for time-consuming navigation. Additionally, removing the unnecessary icons eliminates distractions, allowing workers to focus solely on the critical data they need. These enhancements streamline workflows, improve data visibility, and ultimately lead to more efficient and effective decision-making in the field.
", "Feature details": "Frontline workers get the following usability enhancements for the Field Service mobile app:
![\"Screenshot](\"media/mobilelist.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Review notes with mobile note consumption control", "Investment area": "Boost technician productivity", "Business value": "If you manage field service teams, every minute your technicians spend digging through cluttered notes on-site is time they're not completing jobs. With a redesigned note-reading experience, your frontline workers can quickly find the details they need, such as photos, videos, and text, all in one clean view. You'll see faster task completion, fewer return visits caused by missed information, and a more productive frontline workforce.
", "Feature details": "The Note Consumption control introduces an optimized, mobile-first layout for reading notes on entity forms. When you add this control to a form, it replaces the default note-viewing experience with a clean, intuitive design that displays text, images, and videos with rich previews, improved touch targets, and a layout built for fast on-site interpretation. The control renders note-type activities only; other activity types don't appear in this view. If you use custom note scripts or embedded viewers, test compatibility to make sure Timeline content loads as expected. The control is available for mobile use only and doesn't change the web experience. Make sure your form design provides enough vertical space so images and videos render cleanly.
This feature is automatically available with no feature flags required. To use it, open the table form in Power Apps maker where you want to display notes, add the Note Consumption control to the desired form section, then save and publish the form. The mobile app shows the new viewing experience after the next sync. To disable or revert, remove the control from the form and republish; existing Timeline content remains unaffected.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"38127a17-aa03-f111-8407-6045bda6ff5d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Add notes with the simplified mobile note‑taking control", "Investment area": "Boost technician productivity", "Business value": "Keep your team in the flow of work by enabling them to capture rich notes (text, images, video) directly on the record. Faster documentation reduces task interruptions, improves context for follow‑ups, and increases data quality in the timeline.
", "Feature details": "A new portable Power Apps component framework (PCF) control, Mobile Notes, lets makers add a compact, in‑form note editor that supports text, images, and videos. Notes created using this control are written directly to the timeline for the related record, keeping users on the page and reducing context switches. This control is available exclusively for mobile experiences.
How to use
Enablement and scope
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Select table columns to include in mobile offline sync", "Investment area": "Boost technician productivity", "Business value": "Makers can select the columns of tables that the app downloads on mobile devices for offline use. When you select fewer columns, the app downloads data faster on the device for usage without connectivity.
", "Feature details": "When you configure your mobile offline profile, you can now choose which columns to download for each offline-enabled Dataverse table.
![\"Screenshot](\"media/oecs_screen17.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve Android form loads by at least 25%", "Investment area": "Boost technician productivity", "Business value": "When forms open faster, technicians start work sooner and finish more jobs per shift. This improvement reduces idle time, lowers frustration, and increases first‑time‑fix likelihood by keeping users in flow, especially in low‑connectivity scenarios common to field service. It’s applied automatically, so organizations realize value immediately without configuration or retraining.
", "Feature details": "We’ve introduced a client/runtime optimization to reduce form load times on Android devices.
Rollout details:
Measuring impact:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Disable clickthrough on lookup values in forms", "Investment area": "Boost technician productivity", "Business value": "You’ll reduce accidental taps and simplify forms by removing clickable lookup links. This helps frontline workers stay focused, lowers cognitive load, and cuts unnecessary navigation, saving time and improving task flow.
", "Feature details": "A new option in the lookup control lets you disable clickthrough on the displayed lookup value. When disabled, the lookup value renders as plain text (not a hyperlink), preventing users from unintentionally opening the related record. This applies to forms across web and mobile.
How to use
Enablement and scope
![\"Screenshot](\"media/mobile-lookupclickthrough.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Show column labels before values in mobile lists", "Investment area": "Boost technician productivity", "Business value": "You’ll reduce clicks and speed up decision‑making by making list data easier to scan. With labels shown before values, your frontline workers can differentiate records at a glance, cutting time spent opening items and improving task throughput.
", "Feature details": "The Power Apps Grid control on mobile can now show column labels before their values. It also supports more columns while removing avatar icons for tighter, more scannable lists. This makes each row more self‑explanatory without needing to open the record.
How to use
Enablement and scope
![\"Screenshot](\"media/lists.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Use enhanced Field Service Booking Status control", "Investment area": "Boost technician productivity", "Business value": "You’ll reduce missed taps and streamline status updates for frontline workers. A clearer touch target and drawer‑style selection lowers friction, improves accuracy, and helps teams complete bookings faster.
", "Feature details": "The Booking Status control is adapted for mobile patterns: it presents a prominent button and opens a drawer‑based selector for values, providing larger touch targets and a more consistent mobile experience. This control replaces the current Booking Status control automatically for organizations already using it—no admin action required.
How to use
![\"Screenshot](\"media/bookingstatus.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Add simplified lookup control", "Investment area": "Boost technician productivity", "Business value": "You’ll speed up mobile tasks and reduce friction by replacing the standard lookup with a simplified control designed for small screens. This control decreases clicks, lowers cognitive load, and helps your team complete work faster in the field.
", "Feature details": "A new Power Apps Component Framework (PCF) control, Simple Lookup, is now available for lookup fields on forms. This control provides a streamlined mobile UI, reducing visible clutter and minimizing taps compared to the standard lookup. It is available exclusively for mobile experiences.
How to use:
Enablement:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Get assistance with AI-powered work order recaps", "Investment area": "Copilot and AI innovation", "Business value": "AI-powered work order recaps help service managers quickly access a summary of the work order and its related data. They boost efficiency and improve customer satisfaction.
", "Feature details": "Work order recaps highlight important information about a work order, such as notes, products, services, tasks, and activities. Recaps help users catch up without digging through all the information in a work order. At any point, a user can ask Copilot in Field Service to generate a recap and avoid clicking through the user interface to get caught up.
![\"Copilot](\"media/copilot-recap.png\" "\\"Copilot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Use inspection builder to create inspections from existing files", "Investment area": "Copilot and AI innovation", "Business value": "Empower your workforce to follow protocols, collect data efficiently, and use checklists to enhance first-time fix rates. The collected data helps boost operational visibility, enabling organizations to optimize processes and elevate customer satisfaction.
", "Feature details": "Service organizations often use numerous procedures, forms, and checklists stored in various formats like paper or PDF files. With Copilot in Field Service, makers can quickly digitize these documents and integrate them into Field Service work orders.
Copilot converts the uploaded documents into draft inspection templates that makers can edit and publish. Technicians fill in these templates when completing work order tasks in the Field Services mobile app.
![\"Inspection](\"media/inspectionbuilder.png\" "\\"Inspection")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Enhance Copilot experiences in the web app", "Investment area": "Copilot and AI innovation", "Business value": "Expedite work by using enhanced Copilot experiences. Every member of the back office and frontline workforce can tap into enhanced Copilot side pane experiences to quickly get the information they need to be more efficient on the job.
", "Feature details": "Usability improvements for Copilot in Field Service help your team of technicians, dispatchers, and service managers adopt and use these capabilities in their existing workflows.
Copilot provides direct access to the wealth of data stored within Microsoft Dataverse, including key tables from Field Service like work orders and bookings. Field service teams always have the most up-to-date information at their fingertips.
This release improves the prompt experience and includes work order prompt guides that teach your workforce how to use Copilot to accelerate retrieving work order information.
![\"Screenshot](\"media/zeropromptexperience.png\" "\\"Screenshot")
For example, when you're on a work order record, the prompt guide suggests prompts like \"How many work orders do I have scheduled today?\" or \"How many work orders have been high priority in the last 30 days?\".
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/03/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d1910dce-fadf-ee11-904d-000d3a4e5de0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Summarize work orders with Copilot in the mobile app", "Investment area": "Copilot and AI innovation", "Business value": "The reimagined technician experience enables frontline workers to use Copilot to help plan their work. Copilot in Field Service gives technicians a quick summary of their work orders with key details, so they don't have to spend time looking for that information across multiple forms and tabs. By reducing the number of interactions and the time spent in the mobile app, Copilot helps technicians be more productive.
", "Feature details": "Technicians can use Copilot to summarize their work orders within the Field Service mobile application. The summary gives them meaningful context for the work they’re about to perform. It can include notes, diagnostic information, key events in the work order lifecycle, and recommendations.
New mobile user experience:
![\"Screenshot](\"media/copilot-summary-newux.png\" "\\"Screenshot")
Unified Client user experience:
![\"Screenshot](\"media/copilot-summary-.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Configure Copilot summaries in Field Service", "Investment area": "Copilot and AI innovation", "Business value": "With work order summaries generated by Copilot, service managers, dispatchers, and technicians can quickly get an overview and understanding of the key points of the work to be done. Organizations now have more control to include specific data in the summaries for their users, which leads to more useful and actionable summaries.
", "Feature details": "Copilot in Dynamics 365 Field Service lets makers set up the Copilot summary for work orders and bookable resource bookings to fit the specific business needs of their organization.
![\"Screenshot](\"media/fieldservicecopilotsummaryconfiguration.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Streamline characteristics and skills", "Investment area": "Optimize resource scheduling", "Business value": "By sticking to one consistent naming convention for each of these concepts, users can find the information they need more quickly, so efficiency increases.
", "Feature details": "Characteristics play a crucial role in the scheduling workflow because they make sure a resource is qualified to perform a specific task. You can set up important characteristics in the system and assign them to relevant resources.
The user interface renames the term Skill to Characteristic. It also renames the term Proficiency model to Rating Model. Currently, these terms appear as synonyms.
Consistent terminology helps users find the information they need. It also aligns with the underlying Dataverse table schemas.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"71ba48f9-8c06-f011-bae2-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Multi-day scheduling in Resource Scheduling Optimization", "Investment area": "Optimize resource scheduling", "Business value": "Enable scheduling efficiencies and accuracies by optimizing job requirements that span multiple days automatically.
", "Feature details": "A service requirement can be scheduled across multiple days and weeks. For example, a 40-hour work order across an entire work week where the same field technician is expected to perform more detailed work at the same location each day.
Dispatchers can schedule multi-day work manually or by using the schedule assistant. The Resource Scheduling Optimization Add-in for Dynamics 365 Field Service now supports multi-day requirement optimization too. The system assigns requirements that span multiple days to a resource based on the breakdown of the underlying requirement details.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/02/2023", "GA date":"09/30/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0babf22a-47c7-ed11-b597-000d3a570dcd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "View full screen map mode on schedule board", "Investment area": "Optimize resource scheduling", "Business value": "For dispatchers relying on spatial planning, limited map space makes it harder to see coverage gaps and hinders route optimization. Full screen map mode improves clarity, enabling faster and more confident scheduling decisions.
", "Feature details": "Full screen map mode allows dispatchers to expand the schedule board map to fill the entire workspace, removing visual constraints that limit situational awareness. With more space, users can easily analyze resource locations, view booking distribution, and evaluate geographic coverage without distractions from other panels. This capability is particularly useful for dispatchers who rely on spatial context when assigning or adjusting work, such as route planning, proximity-based scheduling, or identifying coverage gaps.
By prioritizing geographic visibility while retaining essential scheduling context, the full screen map mode delivers clearer insights, faster decisions, and more effective route-based planning.
This feature introduces an additional view type for the schedule board, complementing the existing List and Gantt views. It is automatically enabled for users and can be activated by selecting the Map view type.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b9a64df7-dcef-f011-8407-00224833c336", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Cancel segments of a booking in aggregate views", "Investment area": "Optimize resource scheduling", "Business value": "Long‑running bookings often require partial changes due to delays, time off, or scope shifts. Partial cancellation minimizes unnecessary rework, preserves accurate history, and ensures schedules stay aligned with reality. This capability is particularly beneficial for Project Operations users.
", "Feature details": "Cancel booking actions in aggregate views give schedulers precise control over long-running or multi-day bookings directly within their current view. Users can cancel bookings with the same time granularity as the selected view. For example, cancelling a week in a weekly view, cancelling a day in a daily view. To cancel a segment, open the Edit Details panel and set the desired interval's duration to 0 minutes.
Instead of canceling an entire booking to address partial changes—such as a delayed week, scope adjustment, or unexpected time off—users can cancel only the portion that no longer applies. This capability preserves the remaining booking, maintains an accurate historical record, and reduces the need for re-creation or manual cleanup. The feature ensures schedules better reflect real-world changes while minimizing disruption, improving data integrity, and supporting clearer downstream reporting and planning.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"74078a9d-ddef-f011-8407-00224833c336", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Show week numbers on schedule board", "Investment area": "Optimize resource scheduling", "Business value": "Many organizations plan and communicate by week number rather than date ranges. Showing week numbers improves orientation, reduces confusion, and supports clearer scheduling discussions and long‑term planning.
", "Feature details": "Week numbers on the schedule board provide a consistent and familiar time reference for schedulers who plan and communicate in weekly cycles. Many organizations discuss, forecast, and coordinate work using week numbers instead of calendar dates. Displaying week numbers directly on the timeline improves orientation when navigating long date ranges, reduces ambiguity during planning discussions, and aligns the schedule board with established business calendars. This enhancement is especially useful for multi-week allocations and long-term planning, enabling faster comprehension and clearer collaboration across teams.
This enhancement is automatically enabled for users with personalization settings configured to display week numbers in other areas of Dynamics 365. Week numbers appear in date pickers and weekly view headings across the schedule board.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"50f79c55-ddef-f011-8407-00224833c336", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Optimize multiple resources with Scheduling Operations Agent", "Investment area": "Optimize resource scheduling", "Business value": "Optimize multiple resources with the Scheduling Operations Agent (SOA). Schedule up to five resources directly from the schedule board or Copilot or perform ad-hoc optimizations for up to 30 resources using an optimization plan. This feature streamlines scheduling, improves efficiency, and supports better resource management.
", "Feature details": "This release expands the optimization capabilities of the Scheduling Operations Agent to include multiple resources. The agent considers the availability of the resources, their current schedules, and unscheduled requirements. It suggests a schedule that honors configured constraints and optimizes it according to the selected goal. Dispatchers can review and compare the proposed schedules with the current schedules before applying changes.
New capabilities include:
![\"Image](\"media/multiresource_optimization.png\" "\\"Image")
These capabilities build on the existing public preview of the Scheduling Operations Agent and will be automatically enabled for all organizations that have the agent enabled. Learn more at Scheduling Operations Agent documentation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"03/01/2027", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"c364e696-23fa-ef11-be20-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Move multiple bookings at once by a set offset", "Investment area": "Optimize resource scheduling", "Business value": "Schedulers often need to adjust many bookings at once when timelines shift due to staffing changes, delays, or shifting priorities. Bulk move streamlines this process by eliminating repetitive edits, reducing errors, and enabling faster replanning during disruptions.
", "Feature details": "Bulk move enables schedulers to shift multiple bookings forward or backward by a consistent time offset in a single action. Instead of adjusting each booking manually, users can select bookings across one or more resources and apply changes, such as moving all affected work by a day or a week. This feature is especially valuable when plans change due to factors like weather delays, customer reschedules, or operational disruptions. It is automatically enabled for users.
By preserving each booking’s duration and details while updating its placement, bulk move ensures schedules remain accurate and aligned with the new timeline without introducing gaps, overlaps, or inconsistencies. This capability significantly reduces manual effort and helps teams to respond quickly and confidently to changing conditions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"466cc455-dcef-f011-8407-00224833c336", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Transition all users to the new schedule board", "Investment area": "Optimize resource scheduling", "Business value": "The new schedule board brings improved accessibility, usability, and performance while laying the foundation for new capabilities for multi-day scheduling and intelligent interactions.
", "Feature details": "The legacy schedule board is deprecated since April 1, 2023. Starting October 1, 2024, the legacy schedule board is permanently disabled, and all users are redirected to the new schedule board experience.
Users who previously accessed the schedule board through a hardcoded URL need to change the URL in the site map to /main.aspx?pagetype=entitylist&etn=msdyn_scheduleboardsetting.
The hardcoded URL to access the legacy schedule board isn't supported.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4acac836-6619-ef11-9f8a-6045bddc4804", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Optimize schedules with Scheduling Operations Agent", "Investment area": "Optimize resource scheduling", "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.
", "Feature details": "Dispatchers often spend considerable time and energy reviewing and adjusting each technician's schedule as conditions change throughout the workday:
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.
![\"Screenshot](\"media/sro-copilot-0154.png\" "\\"Screenshot")
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.
![\"Screenshot](\"media/sro-copilot-024.png\" "\\"Screenshot")
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.
![\"Screenshot](\"media/sro-copilot-036.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Refresh appearance of short bookings on schedule board", "Investment area": "Optimize resource scheduling", "Business value": "Users get a cleaner experience when working on the schedule board with short bookings. By optimizing the experience, dispatchers can complete their tasks more efficiently.
", "Feature details": "This feature redesigns how short bookings appear on the schedule board. There are three main enhancements:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Input organizational unit locations with addresses", "Investment area": "Optimize resource scheduling", "Business value": "When an admin sets up or edits an organizational unit, they enter its location. To enter the location, the admin enters the latitude and longitude values. Because the admin likely doesn't have this information readily available, they need to look up the information. By enabling direct address input, you remove that error-prone and time-consuming step.
", "Feature details": "Organizational units get a new field for an address. If your system is connected to maps and allows automatic address geocoding, use the new field to specify the location of the organizational unit. The system converts the address to latitude and longitude values to determine the exact location. You can also continue to enter latitude and longitude directly.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"979554f2-8d06-f011-bae2-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Move multiple bookings at once to new resource", "Investment area": "Optimize resource scheduling", "Business value": "When availability or ownership changes, reassigning bookings one by one is slow and error‑prone. Bulk reassignment helps schedulers rebalance workloads, maintain coverage, and respond quickly without disrupting schedules.
", "Feature details": "Bulk reassign simplifies large-scale staffing changes by allowing schedulers to move multiple bookings to a different resource in a single step. Instead of reassigning work one booking at a time, users can multi-select bookings and quickly redirect them to another qualified resource using a new feature in the right-click menu. This feature supports common scenarios such as covering for unexpected absences, rebalancing workloads, or shifting work between teams. It is automatically enabled for users.
Booking timing and duration remain unchanged, ensuring continuity while ownership updates seamlessly. Bulk reassign helps maintain service continuity, reduce scheduling errors, and balance workloads without requiring time-consuming manual updates.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"71965eb6-dcef-f011-8407-00224833c336", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Share a schedule board tab", "Investment area": "Optimize resource scheduling", "Business value": "When you enable sharing schedule board tabs directly in the schedule board settings, you simplify this critical capability and save dispatchers time and effort.
", "Feature details": "Sharing a schedule board tab is an important activity for businesses. A dispatcher might need help from a coworker who shares a common source of information. Or a manager might need to set up coverage for an employee going on leave by using an existing workflow.
With this feature, users can share schedule board tabs directly from the tab's settings pop-up window. By creating a custom URL to manage permissions, it removes the need to access the schedule board settings record.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"196342df-8b06-f011-bae2-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Book and edit requirement groups faster", "Investment area": "Optimize resource scheduling", "Business value": "With improved performance when booking and editing requirement groups, your technicians and dispatchers can manage schedules more efficiently. You'll see increased productivity and higher employee satisfaction across your scheduling operations.
", "Feature details": "An upgraded plugin architecture provides a more responsive interface when you create and edit bookings with requirement groups. You experience improved load times on the web app, making schedule management faster and smoother.
This improvement is automatically enabled in release 8.8.143.233 with no configuration required. No action is needed to enable or disable it.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c391567b-f501-f111-8406-7ced8d1eade6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve schedule board performance", "Investment area": "Optimize resource scheduling", "Business value": "With improved performance, technicians and dispatchers can manage schedules more efficiently, leading to increased productivity and employee satisfaction.
", "Feature details": "Upgraded architecture provides a more responsive user interface when creating bookings, using schedule assistant, and loading the schedule board. Technicians and dispatchers enjoy a more satisfying user experience.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3f95aae9-cf05-f011-bae2-00224833c1bb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve schedule board usability and performance", "Investment area": "Optimize resource scheduling", "Business value": "With improved usability and performance, technicians and dispatchers can manage schedules more efficiently, leading to increased productivity and employee satisfaction.
", "Feature details": "We encountered issues with the updated schedule board. To fix these issues, we're temporarily disabling the updated schedule board. We're committed to delivering this update and will share our plans to roll it out once we resolve the issues. In the meantime, the schedule board reverts to its prior functionality. If you manually installed Universal Resource Scheduling solution version 3.12.144.84, we remotely disable the update with no action required on your part. If you're on any other prior version of the Universal Resource Scheduling solution, there's no change to your schedule board.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve schedule assistant matching across locations", "Investment area": "Optimize resource scheduling", "Business value": "With this feature, businesses can efficiently match resources and requirements from different time zones on a calendar day basis, without needing precise time slot matches as schedule assistant typically requires. Companies can ensure that projects across different locations are staffed with the best available resources worldwide, so delivery times and customer satisfaction improve.
", "Feature details": "The schedule assistant feature efficiently matches resources with requirements. However, finding matches between resources and requirements across different time zones and locations can be challenging. This feature solves the challenge with Time zone-agnostic matching. The feature matches resources and requirements based on relative availability, regardless of their respective time zones. For example, if a resource works from 9 a.m. to 5 p.m. in their local time, the feature matches them with a requirement that spans 9 a.m. to 5 p.m. in local time, even if the resource and requirement are in different geolocations with different time zones.
With this feature, organizations can overcome the challenges of managing resources across different geolocations, ensuring that projects are staffed efficiently and effectively.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"034be0fd-8f7b-ef11-a671-7c1e521674d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Integrate Microsoft Planner tasks with Field Service", "Investment area": "Stay in the flow of work with Microsoft 365 apps", "Business value": "Give your frontline workforce a single place to view all their work-related tasks and ensure things don't fall through the cracks. This integration syncs Field Service work orders into Microsoft Planner, along with their other tasks, giving users a one-stop shop to see their daily workload.
", "Feature details": "Dynamics 365 Field Service and Microsoft Planner give users a single place to view and manage all of their work-related and personal tasks.
This integration syncs Field Service work orders into Microsoft Planner, along with existing non-work order tasks, so users have one stop to see their daily workload.
![\"Field](\"media/planner-work-order-tasks-small.png\" "\\"Field")
![\"A](\"media/planner-work-order-task-small.png\" "\\"A")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Manage maintenance plans, coverage, and activities", "Investment area": "Streamline work order management", "Business value": "As a service manager or coordinator, you can see what maintenance is planned for any asset and act on it without leaving the plan or rebuilding it from scratch. When business priorities shift or work is handled outside the normal flow, you can adjust individual activities to match reality while keeping the maintenance record accurate and the sequence moving forward. This gives your operations team both the visibility to plan ahead and the control you need when the routine doesn't go as planned.
", "Feature details": "Three views give you visibility into your maintenance program before work orders are generated.
Maintenance Plan Templates view shows all templates available in your system and the key asset details each template covers, such as make, model, manufacturer, and category. Use this to find the right template for an asset and confirm your template library is complete before applying templates.
Maintenance Lines view (on the maintenance plan record) shows all maintenance activities currently active on that asset's plan, what each activity covers, and its effective window. Use this to confirm an asset is covered and to see the full picture of what's being maintained.
Next Due Service view shows when each active maintenance definition is predicted to come due next, expressed as both a calendar date and a projected service meter value. Use this to plan ahead before the daily job generates work orders.
From the maintenance plan record, you can also adjust individual activities directly. You can override the calculated due date on any upcoming activity—the system respects the override on all subsequent daily job runs and doesn't recalculate over it until the activity is completed. You also can skip an activity without generating a work order, which marks it as done, advances the plan to the next activity in the sequence, and records the skip in the activity's history. Use this when work was handled during another visit, completed outside the work order flow, or intentionally deferred.
These views and actions are automatically available once you apply a maintenance plan to an asset—no additional configuration or feature flags are required beyond setting up templates and plans. To stop using these views, remove the maintenance plan from the asset record.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"300219b3-3427-f111-8342-0022482aabaf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Approve field time entries using project rules", "Investment area": "Streamline work order management", "Business value": "Connect your field teams and project managers with seamless time entry integration. Approved hours instantly update your project costs and unbilled sales, helping you avoid delays, reduce manual work, and improve billing accuracy.
", "Feature details": "Time entries recorded in Dynamics 365 Field Service flow directly into Dynamics 365 Project Operations projects, allowing field labor to contribute to both project cost and unbilled sales, not just cost tracking. Technicians submit time entries using the existing Field Service experience for field and non-field work, with or without a work order, with no changes to their daily workflow.
Project managers review and approve these Field Service time entries using native Dynamics 365 Project Operations workflows. Once approved, role-based pricing rules automatically generate labor cost and unbilled sales, ensuring each hour is valued based on the role and organization delivering the work, and reflected accurately in project financials and billing readiness. Approval status is reflected in Field Service, giving technicians and dispatchers visibility into whether their time entries are approved.
This integration connects field time capture with project execution and financial outcomes, reducing manual reconciliation and ensuring approved field work is consistently reflected across cost, revenue, and billing processes.
This feature is only available when the Dynamics 365 Field Service and Project Operations integration is enabled.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f3a4fc2a-bb02-f111-8407-7c1e52582c38", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Set up maintenance plans for mid-lifecycle assets", "Investment area": "Streamline work order management", "Business value": "Customers can bring preowned or transferred assets into a structured maintenance program without manually reconstructing service history or starting over from scratch. This means a fleet with a mix of new and used equipment can be covered under the same maintenance program from day one. Service managers can set up plans knowing the system calculates the right starting point rather than generating unnecessary early work orders for service that's already been done.
", "Feature details": "When you apply a maintenance plan template to an asset that already has usage history, you set the asset's in-service date and starting service meter value as the baseline for all calculations. The system uses these values to determine where the asset sits in its maintenance sequence.
For assets with prior service history, the system calculates which maintenance activities should already have been completed based on the starting meter value and the template's configured intervals. You review the inferred history and confirm before the plan is created. Any activities you mark as not completed are evaluated in the next daily job run.
Once a plan is created, the in-service date and starting service meter value can't be changed. If you need to correct either value, deactivate the plan and reapply the template with the correct values.
This flow is part of the standard template-apply process and requires no separate setup beyond having a published maintenance plan template. To deactivate a plan, open the maintenance plan record and select Deactivate. You can then reapply the template with corrected values to create a new plan.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"8028bfba-3227-f111-8342-0022482aabaf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Standardize maintenance with reusable templates", "Investment area": "Streamline work order management", "Business value": "Customers can define maintenance standards once and roll them out across an entire fleet without configuring each asset manually. Teams can keep standards aligned across locations and business units, so maintenance expectations don't vary by who set up the asset. This reduces the time and effort required to bring new assets or entire equipment classes into a structured maintenance program and gives the organization a repeatable way to scale maintenance as the fleet grows.
", "Feature details": "You build maintenance plan templates that define the full set of maintenance activities for an equipment type. Templates are reusable: you create them once and apply them to as many assets as needed.
When you apply a template to an asset, the system deep-copies all aspects of the template into a per-asset maintenance plan. Each asset owns an independent configuration from that point forward, so changes to the template don't affect plans that are already running.
You can apply a template to a single asset directly from the asset record, or select multiple assets from the asset grid and apply a template to all of them in one operation. Query available templates by make, model, manufacturer, or asset category to find the right match.
This feature requires at least one published maintenance plan template before plans can be created. Assets must have make, model, manufacturer, or category populated for template queries to return useful results. To stop using a plan, open the maintenance plan record on the asset and select Deactivate. Deactivating a plan stops future work order generation but preserves the plan's history.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"3820b2ee-ef06-f111-8407-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Predict asset service dates by usage or calendar", "Investment area": "Streamline work order management", "Business value": "Customers can service assets based on actual usage rather than a fixed calendar, which means assets that are used less get serviced less, reducing unnecessary maintenance costs without increasing risk. Planners can see what's coming up next, so they can balance workload, staffing, and parts readiness before maintenance becomes urgent. Over time, organizations spend less on over-maintained equipment, reduce unplanned downtime on under-maintained equipment, and improve asset availability by completing the right service at the right time.
", "Feature details": "The system supports four ways to decide when a maintenance activity is due:
Each maintenance activity can also have an active window—for example, \"only apply this between 500 and 5,000 hours\" or \"only during the first two years.\" Once an activity moves outside its active window, it stops generating work orders automatically.
Due dates recalculate whenever conditions change: you edit the plan, time passes, or new service meter unit (SMU) readings are logged. This means connected or IoT devices that write usage data directly to the asset's service meter log automatically feed into maintenance plans and keep projected due dates current without manual intervention. If you need to set a specific date manually, you can override the calculated value at any time.
This feature isn't enabled automatically. To use it, create a maintenance plan, add at least one maintenance activity, and configure a trigger type. Due dates begin calculating once the plan is applied to an asset. To stop generating work orders for an activity, remove the activity from the plan or move the asset outside the active window.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"eee5f822-f106-f111-8407-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Improve keyboard and screen reader support", "Investment area": "Streamline work order management", "Business value": "Field Service becomes more accessible and efficient for users who rely on keyboards or screen readers. With improved keyboard navigation in subgrids and enhanced screen reader support for date fields, users can move through forms without a mouse and clearly understand key information using assistive technology. This improvement leads to faster workflows, fewer accessibility barriers, and a more inclusive experience for all users.
", "Feature details": "We're rolling out accessibility enhancements to Field Service:
Subgrids on the Opportunities, Actuals, Invoices, and Quotes forms now use the fully keyboard-friendly OneGrid component, replacing the legacy Power Apps Wijmo Grid. With this update, the column menu in Field Service grids supports complete keyboard navigation, so users can sort data, apply filters, and adjust column widths without relying on a mouse. This enhancement significantly improves accessibility for users who depend on keyboard navigation or assistive technologies, such as screen readers, by ensuring all menu options are reachable and properly announced.
![\"Screenshot](\"media/onegrid-keyboard-navigation.png\" "\\"Screenshot")
The new work order form refactors the date and time promised fields to make screen reader interpretation clearer. This update simplifies navigation and ensures that promised times are accurate.
![\"Screenshot](\"media/update-time-promised-fields.jpg\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Show project task context for field scheduling", "Investment area": "Streamline work order management", "Business value": "Give your dispatchers and field teams the project context they need to make smarter scheduling decisions. With project task timelines and dependencies visible on work orders, you avoid last-minute surprises, avoid costly rework, and keep field execution aligned with your project goals. Your teams spend less time chasing scheduling issues and more time delivering results, keeping projects on time and on budget.
", "Feature details": "When the Field Service and Project Operations integration is enabled and a work order is linked to a project task, the following project-driven signals surface on the work order:
Project-driven time windows
Work orders created from project tasks automatically inherit the task’s planned start and finish dates, populating the Time Promised Start and Time Promised End fields. Dispatchers use these dates to understand when work should occur based on the project schedule.
View project task dependencies on work orders
Predecessor tasks from the project plan surface on the work order, so dispatchers can see upstream work that may affect when a work order should be scheduled or completed.
Advisory scheduling warnings
When a work order is out of sequence with its related project tasks, or when project task dates change after scheduling, advisory warnings appear on the work order. These warnings don't block scheduling or execution. They highlight potential delivery risk so your teams can make informed decisions before proceeding.
This feature is available when the Dynamics 365 Field Service and Project Operations integration is enabled.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"eced5d7a-9902-f111-8407-7c1e52582c38", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Enable serialized inventory tracking between Field Service and finance and operations", "Investment area": "Streamline work order management", "Business value": "Improve inventory accuracy, reduce compliance risk, and streamline service operations by enabling end-to-end traceability of serialized and batch-controlled materials across Field Service and finance and operations. This ensures better visibility into material usage, supports regulatory requirements, and enhances decision-making for supply chain and finance teams.
", "Feature details": "This feature enhances the Field Service to finance and operations integration by leveraging Project Operations support for stocked products to enable tracking dimensions. When stocked products are used on work orders in Field Service, users can now specify detailed inventory attributes such as site, warehouse, inventory location, and, where applicable, serial or batch numbers. These values flow through Project Operations into finance and operations, enabling full traceability of materials from field activity to financial reporting.
By building on Project Operations capability to manage stocked products in project-based scenarios, this enhancement allows organizations to:
This capability complements the new Connect Field Service to finance and operations using dual-write integration pattern to streamline work order data flow, reduce manual updates, and improve operational efficiency. Work order data—including estimates, material usage, and actuals—flows seamlessly into Project Operations and onward to finance and operations. With tracking dimensions now supported, organizations gain deeper insight into inventory movement and usage across the service and finance landscape.
This feature is available in deployments where Field Service is integrated with Project Operations and finance and operations.
![\"Screenshot](\"media/inventory-tracking-dimensions.png\" "\\"Screenshot"){kind=tracking}
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Link work orders to projects for unified financials", "Investment area": "Streamline work order management", "Business value": "When you connect Field Service work order transactions to Dynamics 365 Project Operations, you bring your service and project teams into a single financial flow. Estimates, labor, and material usage captured in the field automatically appear in Project Operations. You don't need to chase down costs or manually reconcile data. With this connection, you get accurate billing, real-time margin visibility, and better forecasting. It reduces silos between service, finance, and supply chain. It saves time, cuts down on errors, and gives you the insights you need to run smarter operations.
", "Feature details": "Link work orders and agreements in Field Service directly to projects in Project Operations. This connection creates a shared financial framework that ties service work to project billing and cost tracking. When you link a work order to a project, estimates and actuals captured in the field automatically flow into Project Operations.
Field Service acts as the pricing and cost source. It ensures that the system passes what you record in the field through to Project Operations for consistent reporting and billing.
Project Operations handles billing and invoicing centrally, using data directly from Field Service. This approach:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Tailor Copilot chat experience with Copilot Studio", "Investment area": "Streamline work order management", "Business value": "With Copilot Studio components, makers can create tailored workflows within Microsoft Copilot Studio. These custom workflows empower end users with capabilities that meet organizational needs. Makers can also integrate existing components from Power Platform or Field Service to enrich the user experience continually.
", "Feature details": "Customize your Copilot in Field Service side pane experience with Copilot Studio.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Create work orders from project tasks", "Investment area": "Streamline work order management", "Business value": "You can turn project tasks into executable Field Service work orders and bill only what matters, giving your project teams clear delivery visibility and reducing downstream surprises.
", "Feature details": "This feature enhances the Dynamics 365 Field Service and Dynamics 365 Project Operations integration by enabling your project and field teams to create Field Service work orders directly from project tasks or linking existing work orders to specific project tasks. Anchoring work orders to a specific project task establishes a clear connection between planned project scope and field execution from the start. This gives dispatchers and technicians clear context for why and when work should occur, reducing ambiguity, preventing out-of-sequence execution, and minimizing the risk of work being performed against the wrong scope.
Linking work orders at the task level enables task-based billing in Dynamics 365 Project Operations for Field Service execution. With task-based billing, contract rules apply at the project task level, so only selected tasks are billed under a given contract line. This supports mixed billing models within a single project and ensures invoicing reflects contractual scope rather than all project activity.
This feature is only available when you enable the Dynamics 365 Field Service and Project Operations integration.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"e2a482af-23f6-f011-8406-00224833ac96", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c12f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Field Service", "Feature name": "Connect Field Service to finance and operations", "Investment area": "Streamline work order management", "Business value": "Your Field Service team can now connect directly to finance and operations through Microsoft’s dual-write integration. Labor and material usage from work orders flow into finance and operations as costs and financial actuals, ensuring your enterprise resource planning system reflects accurate, field-driven data. This connection reduces manual effort, improves financial tracking, and speeds up billing, all without changing how technicians work in the field.
", "Feature details": "Field Service now integrates with finance and operations through Project Operations, creating a seamless connection between service delivery, project management, and financial operations.
With this integration, products and services captured on work orders in Field Service automatically flow into Project Operations as estimates, material usage lines, and actuals, including both cost and pricing information. This automation ensures financial data remains accurate, consistent, and readily available in finance and operations, reducing manual entry and improving visibility into project profitability.
The integration maintains company alignment and legal entity consistency across systems, ensuring compliance and data integrity. Technicians can continue using Field Service without any changes to their workflows.
The solution supports schema extensibility, allowing organizations to add custom fields or entities in Field Service and have that data flow through to Project Operations and finance and operations. This flexibility enables teams to tailor reporting, analytics, and business processes to match their specific operational needs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/30/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"7ce29504-5046-f011-877a-7c1e52165747", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Calculate product carbon footprints", "Investment area": "Microsoft Sustainability Manager", "Business value": "Achieve greater alignment and efficiency by unifying your corporate emissions calculations with product footprint assessments. This integration streamlines data management, providing a holistic view of your environmental impact across both operational and product-level activities. This functionality helps you make informed sustainability decisions and meet regulatory requirements more effectively.
", "Feature details": "This feature allows you to compute product footprints, providing a comprehensive view of your product's environmental impact. A key capability is the Product footprint calculation. You can use your activity and emissions data within Microsoft Sustainability Manager to calculate the carbon footprint of your products.
The calculation supports:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Enhance external sustainability reporting", "Investment area": "Microsoft Sustainability Manager", "Business value": "As external sustainability reporting grows in scope and scrutiny, users need a reporting experience that is intuitive, consistent, and trustworthy. This release improves the usability and reliability of external reporting by simplifying navigation, clarifying workflows, and improving visibility into data context. These enhancements reduce reporting errors, increase transparency, and help organizations validate disclosures with greater confidence.
", "Feature details": "This feature delivers enhancements to the external reporting experience with an improved standards and assessments structure and enhanced search capabilities. Users can navigate standards, assessments, and concepts more efficiently, reducing time spent locating and managing reporting content across complex disclosures. New dimension visualizations provide clearer insight into the context of reported data, helping users better understand dimensional attributes and validate disclosures more accurately.
The enhancements are automatically enabled within the external reporting experience and require no additional setup. The experience introduces clearer, more guided workflows for adding new concepts, reusing existing concepts, and managing deletions and help ensure consistency across reports while improving transparency.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"58b4f88b-a020-f111-8341-000d3a54cd39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Capture snapshot‑based data trails", "Investment area": "Microsoft Sustainability Manager", "Business value": "As sustainability data is increasingly scrutinized by auditors, regulators, and internal stakeholders, organizations need reliable point‑in‑time traceability for reported metrics. This release strengthens audit readiness by ensuring every calculated result can be traced back to its exact inputs, logic, and reference data at the time of calculation. By improving transparency and lineage, customers can respond to audits with greater confidence while reducing investigation time and reporting risk.
", "Feature details": "This feature introduces snapshot‑based data trail support that captures a complete, point‑in‑time record for every calculated metric. Each snapshot includes source activity data, applied emission factors (including factor values and GWP versions), reference data, filters, and the calculation logic used. This ensures that aggregates can be reliably traced back to original inputs.
A new visual data‑lineage view provides an end‑to‑end representation of how data flows from source records through calculations to final results, helping users understand how results roll up across organizational structures and how dimensional attributes influence calculated outcomes.
These enhancements are available automatically without additional configuration, providing consistent and defensible traceability across all calculated metrics. Users can access snapshot details and the data‑lineage view directly from calculated metrics, providing consistent traceability and audit support across all emissions calculations.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"34d77d36-a120-f111-8341-000d3a54cd39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Configure granular reporting‑period locking", "Investment area": "Microsoft Sustainability Manager", "Business value": "As sustainability data volumes grow and reporting cycles become more regulated, organizations need stronger controls to protect reported results while still supporting corrections and restatements. This release provides greater precision over when and how data can change, reducing the risk of unintended modifications to closed reporting periods. By strengthening governance and auditability, customers can maintain trust in reported data while supporting controlled adjustments when required.
", "Feature details": "This feature provides granular and configurable reporting‑period locking within sustainability data management. Customers can independently lock data ingestion, calculations, and external reporting, enabling scenarios such as restatements or recalculations in closed periods without requiring a full unlock of all data and processes. The locking model allows organizations to define how locks apply across organizational units, facilities, scopes, and categories, including Scope 1, Scope 2, and Scope 3, providing precise control over which data can be modified across complex organizational and reporting structures.
The feature is automatically enabled and can be configured from the settings section of the product. Users can apply targeted locks with clearly defined boundaries to control when data can be modified across ingestion, calculation, and reporting workflows.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"01/01/2027", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"58d47240-d406-f111-8407-7ced8dde4396", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Allocate sustainability data", "Investment area": "Microsoft Sustainability Manager", "Business value": "Empower your organization to take targeted climate action with flexible sustainability data allocation. The allocations feature in Microsoft Sustainability Manager enables you to distribute emissions data across key business subsets, such as products, production lines, and organizational units based on your unique structure and priorities. This helps you pinpoint high-impact areas, visualize relative emissions across offerings like brands or product lines, and prioritize where to focus your sustainability efforts. With scalable allocation capabilities and seamless integration into Power BI and Excel reports, you gain actionable insights to drive meaningful improvements and demonstrate progress to stakeholders.
", "Feature details": "The new allocations feature in Microsoft Sustainability Manager enables you to distribute emissions data across specific business subsets through a dedicated allocation node within the calculation model builder. Define allocation logic using reference data (for example, production volume or revenue) and activity data (for example, emissions). The allocation node supports various methods such as mass- and volume-based allocation methods, allowing emissions to be proportionally distributed based on selected data. Configure the node to join multiple datasets, aggregate values, and apply allocation logic that outputs labeled emissions data for downstream reporting.
This feature covers these scenarios:
Note
Tables can also be extended to support other scenarios. However, custom tables aren't supported at this time.
This feature is not enabled by default. To enable it:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Ensure GRI compliance with latest template updates", "Investment area": "Microsoft Sustainability Manager", "Business value": "Extending Global Reporting Initiative (GRI) assessments with optional and recommended requirements enhances the depth, relevance, and credibility of sustainability reporting. It enables organizations to:
The GRI template now includes optional and recommended requirements for all topic-specific and sector standards. They broaden ESG disclosure coverage and align the template with the evolving GRI Standards.
Use the updated template on the Standards page in the External reporting module and create assessments to view and respond to applicable requirements. This makes sustainability reporting more comprehensive and compliant.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/23/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"c20cd35d-004b-f011-877a-7c1e52189d0f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Calculate spend‑based carbon using Sustainability ledger", "Investment area": "Microsoft Sustainability Manager", "Business value": "Many organizations struggle to estimate carbon emissions when detailed activity or operational data is unavailable. This release enables customers to leverage existing financial data to calculate an estimated carbon footprint using a spend‑based methodology. By integrating sustainability calculations directly into finance processes, organizations can establish a consistent baseline, define reduction targets, and track progress over time using familiar financial structures.
", "Feature details": "The Sustainability ledger enables spend‑based carbon calculations using posted financial transactions from finance and operations. Emissions are estimated using spend categories, allowing organizations to calculate a carbon footprint without requiring detailed activity‑level or operational data. Calculated sustainability data is stored in the Sustainability ledger, providing a ledger‑based foundation that aligns with core finance processes. This ensures consistency, traceability, and auditability of sustainability data alongside financial records.
Customers can define sustainability goals and targets, such as carbon reduction objectives, based on calculated footprint values. Progress against these goals can be monitored using scorecards. This enables teams to track trends, evaluate performance over time, and support data‑driven sustainability decision‑making within the finance system.
This feature is accessed through the Sustainability ledger module in finance and operations. As a preview feature, functionality may be limited, subject to change, and not intended for production use.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"0031aa20-d606-f111-8407-7ced8dde4396", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Generate advanced emissions calculation outcomes", "Investment area": "Microsoft Sustainability Manager", "Business value": "Organizations need greater flexibility to model, compare, and govern complex sustainability calculations as reporting expands beyond traditional GHG emissions. This release enables teams to generate multiple calculation outcomes from the same data, incorporate FLAG and non‑GHG metrics, and safely experiment without impacting approved results. By keeping calculations, governance, and outputs within the platform, organizations reduce reliance on external tools while improving transparency, consistency, and credibility in reporting.
", "Feature details": "This release supports advanced emission calculations and non‑GHG metrics using FLAG‑related data and energy certificate data, with aggregations handled natively within the workflow. Calculation versioning allows multiple results to be generated from the same underlying activity data using different profiles, models, methodologies, or FLAG approaches.
Approved emissions records remain unchanged and protected, while non‑approved results can be deleted to support experimentation and iterative analysis. Calculated outputs can be written directly to custom fields or custom tables, making results immediately available for reporting and downstream analysis.
These enhancements are available automatically within the Calculations section of Microsoft Sustainability Manager, requiring no additional setup or configuration.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"01/01/2027", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"39dab5c9-cc06-f111-8407-7ced8dde4396", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Use up‑to‑date regulatory templates", "Investment area": "Microsoft Sustainability Manager", "Business value": "Sustainability standards and regulatory frameworks continue to evolve, creating ongoing maintenance challenges for external reporting teams. This release helps organizations stay current by providing refreshed regulatory templates that reflect the latest structural and conceptual changes. By starting from updated, standardized templates, customers can reduce manual rework, improve consistency across disclosures, and increase confidence in regulatory alignment.
", "Feature details": "This feature introduces updated regulatory standard and framework templates, refreshed on a bimonthly cadence. The updates include revised template structures, concepts, and mappings that reflect the latest changes, helping ensure assessments remain aligned with current disclosure expectations.
After the updated regulatory templates are installed from the Power Platform admin center, customers can use these refreshed templates as a reliable starting point when configuring assessments and external disclosures. The updated mappings reduce the need for manual adjustments and reconfiguration as standards evolve, improving consistency across reports and reporting periods.
By keeping regulatory structures and concepts current, customers can have more accurate, efficient, and dependable external reporting without tracking or implementing changes manually.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"e00b7a10-a020-f111-8341-000d3a54cd39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "3938c1dd-9c6d-f011-bec2-7c1e521724c0", "Product name": "Microsoft Sustainability Manager", "Feature name": "Streamline ESG internal data collection", "Investment area": "Microsoft Sustainability Manager", "Business value": "This data collection feature empowers teams to centralize and scale ESG data collection by gathering structured inputs from internal teams and departments. Customers benefit from improved data accuracy, reduced manual effort, and clearer accountability across contributors. By standardizing submissions and enabling governed workflows, organizations can accelerate preparation for CSRD, GRI, and other reporting frameworks while increasing confidence in the completeness and auditability of their data. It also supports downstream calculations and reporting processes by providing structured, validated inputs.
", "Feature details": "Under the streamlining data import, collection, and management product area, the data collection feature provides a structured and guided way for organizations to gather ESG information from internal teams and departments, ensuring that required data flows consistently from the people who own it. Practitioners can configure data owners, create targeted requests, assign reporting periods, set due dates, and optionally apply approval workflows to ensure data is validated before use.
This feature is specifically designed for internal data providers, such as facility managers, HR teams, and business units, enabling organizations to capture operational inputs that are not available through automated ingestion or external systems and are often collected manually through asynchronous, hard‑to‑track communications. It ensures that internal data needed for calculations, metrics, and compliance reporting is collected accurately and securely. External value‑chain data is handled separately through the ESG Value Chain Portal, keeping internal and external processes cleanly segmented.
Data managers can orchestrate collection at scale using data collection plans, enabling bulk requests, automated reminders, and clear tracking of submission status. Data owners receive an email link to a tailored MSM experience with the requests, allowing them to submit responses, add comments, and attach evidence or supporting documents. Approvers can review submitted data, evidence, and approval records in a unified workflow.
This feature is automatically available in the solution and can be accessed from the left navigation under the Data collection section.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ceab1f1f-b706-f111-8407-7ced8dde4396", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Provide actionable insights that drive strategic decisions and operational efficiency", "Investment area": "Business performance", "Business value": "Business performance analytics unlocks your organization's full potential. By systematically collecting, analyzing, and interpreting data from various business functions, business performance analytics provides actionable insights that drive strategic decision-making and operational efficiency. With advanced reporting and visualization tools, business performance analytics transforms raw data into clear, impactful metrics. You can track performance, identify trends, and capitalize on opportunities for continuous improvement.
", "Feature details": "Business performance analytics is the key to unlocking your organization's full potential. By systematically collecting, analyzing, and interpreting data from various business functions, business performance analytics provides actionable insights that drive strategic decision-making and operational efficiency. With advanced reporting, analytics, and insights tools, business performance analytics transforms raw data into clear, impactful metrics. It enables you to track performance, identify trends, and capitalize on opportunities for continuous improvement.
Business performance analytics app: Your reporting, analytics, and insights hub
The business performance analytics app gives you seamless access to all your reports. You can craft new insights, share them securely, and manage report access effortlessly. The app integrates with tools like Power BI and Excel, featuring Analyze in Excel to help you fully use your data. ![\"Administration](\"media/admin.png\" "\\"Administration")
Data Models: Tailored for insight
Comprehensive, detailed data models cover business processes such as Record to Report, Budgeting, Order to Cash, and Procure to Pay. These user-friendly models enable personalized report creation and provide deep operational insights. With these models, you can easily navigate related documents, report across ledgers, and analyze multi-currency data.
Curated prebuilt reports at launch
An array of ready-to-use reports gives you immediate insights from day one. By covering key areas like financial performance, vendor transactions, and sales details, these reports make sure essential information is always available. ![\"Reports.\"](\"media/bpa_reports_780x440.png\" "\\"Reports.\\"")
Dimensional Security: Precision control
The platform's detailed security model gives you precise control over data and report access. With integration for Excel and Business performance analytics reports, data automatically filters according to user permissions. This setup simplifies compliance without needing multiple report versions.
Extensibility with Fabric
The Extend to Fabric feature integrates Business performance analytics data with proprietary datasets. This integration creates a customized analytical experience that fits specific business needs.
Business performance analytics acts as a comprehensive tool for reporting, analytics, and insights. It gives you the flexibility and control you need to drive business success.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e30bd6f6-70c7-ed11-b597-00224827e389", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Improve planning with next-gen data model builder", "Investment area": "Business performance", "Business value": "Designing and maintaining data models for planning can be complex and time-consuming. The next-gen data model builder simplifies this process with an improved, Microsoft-consistent interface that enhances visibility, flexibility, and control.
With a modern, intuitive design, users can easily define dimensions and facts, preview their model structure, and manage properties within a single view. This streamlined experience reduces setup time, improves collaboration between finance and IT teams, and helps organizations build reliable planning models faster, ensuring greater transparency and agility across their planning processes.
", "Feature details": "The next-gen data model builder introduces a redesigned user experience for creating and managing cubes and dimensions in Business performance planning.
This enhancement provides faster model creation, greater accuracy, and a smoother end-to-end planning experience. It lays the foundation for future AI-assisted modeling and data preparation within Business Performance Planning.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"40822131-dc51-ee11-be6f-00224827eb85", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Set dimensional row-level security in Business performance analytics", "Investment area": "Business performance", "Business value": "Dimensional row-level security in Business performance analytics gives you precise control over data access and helps improve compliance. When users can only see data that matches their roles, this security model reduces the risk of unauthorized access and protects sensitive information. It makes report management easier by removing the need for multiple report versions for different access levels, so the reporting process is more streamlined.
", "Feature details": "Dimensional row-level security in Business performance analytics delivers substantial business value by enabling precise control over data access and enhancing compliance. Based on Dataverse security and Power BI security models, and incorporating dimensions from ERP, this capability allows organizations to set up reporting at the role level, ensuring that users can only view data relevant to their roles. This security model minimizes the risk of unauthorized access and protects sensitive information.
With dimensional row-level security, users can share reports with team members where the data refreshes automatically, providing fields for extra reporting capabilities. When combined with the extensibility of the data model, users can view reports by dimension and by legal entity, creating refreshable, prewritten reports that they can distribute beyond the finance organization. For example, users can send a sales report to field sales staff that refreshes with the most current sales numbers while restricting access to specific products and locations.
This security model simplifies report management by eliminating the need for multiple report versions tailored to different access levels. It streamlines the reporting process. It also supports regulatory compliance by ensuring consistent enforcement of data access policies across the organization. By providing personalized and secure data views, dimensional row-level security enhances user trust and leads to more accurate and efficient decision-making. Ultimately, it helps maintain data integrity, reduces the risk of data breaches, and fosters a culture of data-driven decision-making while ensuring robust data protection and compliance.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"479d05f9-71c7-ed11-b597-00224827e389", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Choose the business process that is important to you", "Investment area": "Business performance", "Business value": "Every business is unique, with different needs and priorities. By enabling organization composability, you can align tools and processes with your specific goals, ensuring that the provided solutions match your requirements closely. It also simplifies your usage, which can result in cost savings. This feature provides the ability to choose which business processes and reports are important to your business and restrict access to them.
", "Feature details": "This feature is a component of business performance analytics in Dynamics 365 finance and operations apps. Business performance analytics encompasses comprehensive data models, reports, and insights spanning various business domains, including Finance, Supply Chain, Commerce, Project Operations, and Human Resources.
Tailored to accommodate your specific business needs, this feature empowers you to selectively activate relevant business processes within business performance analytics. It offers the flexibility to prioritize and limit access to specific processes and reports, ensuring alignment with your business objectives and enhancing operational efficiency.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"10/28/2024", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"ce86a5da-ce51-ee11-be6f-000d3a55b688", "GeographicAreasDetails":"", "Last Gitcommit date":"05/23/2024" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Automate final budget planning step with budget write-back", "Investment area": "Business performance", "Business value": "Finance teams can now complete the planning cycle entirely within Microsoft’s ecosystem. With seamless write-back from Business performance planning to the Budget registry entry module in Dynamics 365 Finance, organizations can move from planning to execution without manual exports or error-prone uploads.
This integration improves accuracy, governance, and efficiency by ensuring approved budget data flows directly into Finance where it can drive budget control, approvals, and actual-versus-budget comparisons. As a result, users save time, reduce reconciliation effort, and maintain a single source of truth between planning and ERP.
", "Feature details": "The Seamless budget write-back feature enables direct synchronization of finalized planning data from Business performance planning into the Dynamics 365 Finance budget registry entry table structure.
Direct ERP integration: Push approved budgets from Dataverse tables in Business performance planning to the budget registry entry module in Dynamics 365 Finance.
Full granularity support: Map data with the budget model created in Dynamics 365 Finance and planning model created in Business performance planning.
Flexible data selection: Apply filters to choose which subset of data to write back—for example, specific scenarios, legal entities, departments, or periods. This allows users to perform targeted uploads instead of full dataset transfers.
Error prevention: Includes built-in checks for data completeness and structural alignment to avoid failed uploads.
Connected insight: Once data is written back, it becomes immediately available for budget control, reporting, and analysis in Dynamics 365 Finance and Business performance analytics.
By automating this final step of the planning process, organizations close the loop between planning and execution—achieving faster budget adoption, stronger data integrity, and full alignment between financial planning and analysis and operational finance.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"ca773448-a1aa-f011-bbd3-00224830b09a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Refresh data frequently in Business performance analytics", "Investment area": "Business performance", "Business value": "Increasing the frequency of data refreshes in Business performance analytics enhances its business value by providing more timely and accurate insights. This improvement speeds up the month-end close process and enhances reporting accuracy, so decision-makers can act faster and financial management improves. With more current data, businesses respond quickly to changing conditions, optimize performance, and keep a competitive edge.
", "Feature details": "Business performance analytics now supports hourly data refreshes, increasing from the previous limit of two refreshes per day. This enhancement ensures users have access to more up-to-date information for reporting and analysis.
With this release:
Future releases will continue to build on this foundation, offering even greater flexibility and control over refresh schedules.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42446352-8b2a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Accelerate planning with quick-start templates", "Investment area": "Business performance", "Business value": "Instead of configuring cubes, dimensions, and reports manually, finance teams can immediately experience planning by selecting a business planning area (starting with OPEX). The system automatically generates the required model and connects to a prebuilt Power BI app, allowing planning to begin in minutes. This reduces proof-of-concept setup from weeks to clicks, accelerating time to value and simplifying adoption.
", "Feature details": "Quick-start planning templates provide a guided, business-first experience for setting up planning in Business performance planning. Instead of selecting technical objects like fact tables, users simply choose a planning area—starting with OPEX, with Revenue, Workforce, and CAPEX to follow.
When a planning area is selected, Business performance planning automatically generates the required data model, including cubes and dimensions, using recommended fact tables from Business performance analytics.
A prebuilt Power BI app is then available to install and connect directly to the organization’s Business performance analytics environment. The app includes ready-to-use planning reports, allowing users to enter data, view results, and analyze scenarios with their own data immediately.
This capability reduces proof-of-concept setup from weeks to minutes and provides a repeatable path for customers and partners to accelerate adoption across multiple planning domains.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"03d5c273-8051-ee11-be6f-000d3a55bcf1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "MCP for ERP Analytics", "Investment area": "Business performance", "Business value": "MCP for Analytics allows agents to access ERP analytics data and tools with context. It ensures consistency across metrics, dimensions, and hierarchies so agents can reason reliably. This improves trust in insights, reduces duplication, and simplifies development of explainable agent experiences.
", "Feature details": "MCP for Analytics provides AI agents with structured access to ERP analytics data and tools. It ensures agents use the same definitions and models as users.
Key benefits:
MCP makes ERP analytics data agent-ready, reliable, and explainable.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/29/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"26d4df42-646e-f011-bec2-7c1e52649b7e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Track change management with copilot capabilities", "Investment area": "Business performance", "Business value": "Providing a comprehensive view of the changes made to a plan allows managers not only to understand how the changes will impact the plan, but also ensures accuracy.
", "Feature details": "With the powerful capabilities in the planning solution, edits can be made to plans by various contributors, either through Power BI or Excel (releasing in 2024 wave 1). Participants can collaborate using comments in the plan to ensure visibility.
By providing a comprehensive audit trail to view changes by dimension, cube or user, management can have insight into any adjustment made to an existing plan. With a rich conversational experience, users can ask questions of the data, such as did anyone change a particular expense line amount or what updates were made to a specific department's details. Collaboration can be summarized into an easy-to-navigate format so that users can see how a plan has changed and evolved over time with the relevant comments from key stakeholders.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"652d92d0-f4db-ee11-904d-000d3a5744ca", "GeographicAreasDetails":"", "Last Gitcommit date":"07/31/2024" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Get support for multiple languages in Business performance analytics", "Investment area": "Business performance", "Business value": "Supporting multiple languages in Business performance analytics enhances accessibility and usability for a global audience. With this feature, users from different regions can interact with Business performance analytics in their native language, which improves comprehension and reduces the risk of misinterpretation. By accommodating a diverse user base, businesses ensure more accurate and efficient data analysis and reporting.
", "Feature details": "By offering translations for data, metadata, schema, and the app interface, Business performance analytics ensures that users from different linguistic backgrounds can interact with the platform in their preferred language, improving user experience and engagement.
This inclusivity fosters a diverse user base, promoting collaboration across international teams, and enhancing overall productivity. Additionally, multilingual support helps organizations comply with regional regulations and standards, driving broader adoption and ensuring Business performance analytics meets the needs of a global market. Enabling this feature in an upcoming release further expands the reach and effectiveness of Business performance analytics.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9420af30-8d2a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Analyze business data in Excel", "Investment area": "Business performance", "Business value": "The Analyze in Excel feature in Business performance analytics enhances data analysis capabilities by integrating Business performance analytics data directly with Excel. With this feature, you can use Excel's powerful tools to create custom analyses, pivot tables, and charts. You can leverage familiar functions to explore data in depth. The feature supports real-time decision-making with automatically refreshed data, ensuring that your analyses are always current.
", "Feature details": "The Analyze in Excel feature in Business performance analytics (BPA) delivers substantial business value by allowing you to harness the full potential of Excel for data analysis directly within the BPA platform. This integration enables seamless access to BPA data in Excel, where you can leverage familiar tools and functions to create custom analyses, pivot tables, and charts. By providing direct interaction with Business performance analytics data in Excel, you can efficiently perform detailed and complex data analysis. The ability to refresh data automatically ensures that analyses are always up to-date, facilitating real-time decision-making.
Analyze in Excel enhances productivity by combining the robust data capabilities of Business performance analytics with the versatile analytical tools of Excel. This integration simplifies the data analysis process, reduces the learning curve for users already familiar with Excel, and fosters a data-driven culture within the organization. It empowers users to make informed decisions, driving operational excellence and business growth. With the complete BPA data model available in Excel, users can unlock deeper insights and tailored reports, ensuring comprehensive and accurate business performance analysis.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2024", "GA date":"10/30/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4bbc9163-822a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Extend data models in Microsoft Fabric", "Investment area": "Business performance", "Business value": "The Extend to Fabric feature in Business performance analytics (BPA) enhances the platform's flexibility by integrating BPA data with proprietary datasets. With this feature, you can create customized analytical experiences that fit your specific business needs. This integration provides a holistic view of operations by breaking down data silos for comprehensive analysis and supporting better strategic planning.
", "Feature details": "The Extend to Fabric feature in Business performance analytics enhances the platform's flexibility by enabling seamless integration of Business performance analytics data with proprietary datasets. This integration breaks down data silos and provides a holistic view of operations, which supports better strategic planning and decision-making.
Users can create custom reports and dashboards that reflect unique metrics and KPIs critical to their organization. This capability empowers users to address specific business challenges and opportunities through tailored data analysis. By incorporating unique business logic and extra data sources, businesses achieve more accurate and nuanced insights.
The Extend to Fabric feature simplifies scaling analytics capabilities as business needs evolve. With this feature, organizations can easily incorporate new data sources and analytical models. This approach keeps the BPA solution relevant and robust over time. By fostering innovation and agility, extensibility with Fabric supports a dynamic and responsive approach to business performance management. It drives continuous improvement and sustainable growth.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/06/2024", "GA date":"10/31/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"ac443e42-812a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Manage assets using the Acquire to Dispose data model", "Investment area": "Business performance", "Business value": "The Acquire to Dispose (A2D) data model in business performance analytics enhances asset management by streamlining processes, ensuring accurate tracking and valuation, and offering detailed financial visibility. With this feature, you can efficiently manage your assets from acquisition to disposal while reducing errors and saving time. By maintaining precise asset tracking and valuation, your business can gain better control over financials and make more informed decisions. The comprehensive financial visibility provided by the A2D data model helps you identify cost-saving opportunities, optimize asset usage, and drive profitability and growth.
", "Feature details": "The A2D data model in business performance analytics offers significant business value by providing a comprehensive view of asset management, from acquisition to disposal. By supporting key processes such as asset acquisition, depreciation, maintenance, valuation, and disposal, the A2D data model enhances the accuracy and timeliness of asset data. This enhancement facilitates better strategic planning and decision-making.
The A2D data model delivers granular data that enables you to create custom reports and perform detailed analysis. It incorporates various dimensions across the asset lifecycle. With this capability, you gain deeper insights into asset performance, usage, and cost trends. With dimension-based analysis, you can easily identify patterns in asset use, optimize maintenance schedules, and enhance investment strategies. These improvements lead to better asset efficiency and cost savings.
By streamlining the entire asset management process, the A2D data model improves operational efficiency, reduces errors in asset tracking and valuation, and ensures timely asset disposal. This enhanced efficiency contributes to better financial management, reduced total cost of ownership, and stronger financial stability. Additionally, the A2D model supports effective tax management and accurate depreciation calculations, which further improve financial compliance and reporting.
Comprehensive visibility provided by the A2D data model strengthens asset management practices by enabling accurate tracking and reporting of asset status and value. This functionality fosters better decision-making and long-term planning, driving operational excellence and business growth. By leveraging the A2D data model, businesses can optimize their asset management processes, improve financial performance, and achieve sustainable growth and competitive advantage.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/27/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a47adc79-ce51-ee11-be6f-000d3a55b688", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Try the reporting, analytics, and insights hub", "Investment area": "Business performance", "Business value": "The Business performance analytics reporting hub delivers substantial business value by centralizing access to prebuilt reports like Balance Sheet, Profit and Loss, and Sales Transaction Details. It enhances efficiency and collaboration. With seamless integration with tools like Power BI and Excel, secure sharing, automatic data refresh, and precise access control, the hub streamlines reporting processes, supports data-driven decision-making, and drives operational excellence.
", "Feature details": "The Business performance analytics reporting hub delivers substantial business value by providing a centralized platform for accessing, creating, and sharing reports. It seamlessly integrates with tools like Power BI and Excel to enhance efficiency and collaboration across the organization. The hub features Analyze in Excel to help you fully utilize your data, bringing all reporting capabilities into one place.
With the reporting hub, you can create new insights and manage report access effortlessly. You ensure that the right information is available to the right people at the right time. You can securely share reports with team members, and data refreshes automatically to provide up-to-date information for decision-making. This centralized approach eliminates the need for multiple report versions. It streamlines the reporting process and reduces the risk of errors.
The reporting hub includes an array of prebuilt reports such as Balance Sheet, Profit and Loss, Vendor Aging, Sales Transaction Details, and more. These reports cover key areas like financial performance, vendor transactions, and sales details, so essential information is available from day one.
Security and administrative setup in the Business performance analytics reporting hub are designed for precision and control. The platform's fine-grained security model allows administrators to set up detailed access controls, so data and reports are automatically filtered according to user permissions. This setup simplifies compliance and protects sensitive information without the hassle of maintaining multiple versions of reports.
The Business performance analytics reporting hub empowers organizations to leverage their data more effectively, improve transparency, and enhance strategic planning. It fosters a culture of data-driven decision-making, driving operational excellence and supporting sustainable business growth.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"eea60b1e-71c7-ed11-b597-00224827e389", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use managed extensibility of data models", "Investment area": "Business performance", "Business value": "The managed extensibility of data models in Business performance analytics enhances its business value by giving customers the flexibility to seamlessly integrate data from Dynamics 365 extensions and proprietary sources.
With this feature, you can perform more comprehensive and customized data analysis, so decision-making processes include all relevant information. By enabling easy integration of extra data, businesses gain deeper insights, improved accuracy in reporting, and tailored analytics that meet specific business needs. This adaptability drives better strategic planning, operational efficiency, and supports continuous growth and innovation.
", "Feature details": "By incorporating placeholder fields and empty star schemas, you can map your unique fields for customized and tailored analytics. This approach allows businesses to extend the Business performance analytics model to meet specific needs, facilitating deeper insights and more relevant reporting.
When you enable this feature within Business performance analytics and a customer's Microsoft Fabric license, it extends the Business performance analytics data model for Dynamics 365 finance and operations to conform to additional data sources in Fabric. Ultimately, managed extensibility fosters a highly adaptable analytics environment, supporting personalized decision-making and driving business growth through tailored data integration.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ec4bff3e-8c2a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use manufacturing data models to report and gain insights", "Investment area": "Business performance", "Business value": "The manufacturing value chain model provides end-to-end visibility of your production process, helping you transform raw data into actionable insights. With this model, you can identify bottlenecks, reduce waste, and optimize capacity by analyzing production efficiency and machine usage. Quality insights highlight defect trends and rework drivers, enabling continuous improvement and cost savings. Integrated cost and variance tracking ensures better control of margins by comparing planned versus actual production performance.
", "Feature details": "The manufacturing value chain within production operations centers on converting raw materials into finished goods while tracking and optimizing every step in the process. Focusing on production orders, production transactions, route transactions, and production consumption provides a clear view of value creation and operational efficiency.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"e767e9be-ed8f-f011-b4cc-0022483138bd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use Order to Cash data model to gain insights and analyze sales transactions", "Investment area": "Business performance", "Business value": "The Order to Cash data model in Business performance analytics streamlines sales reporting and analytics. It ensures accurate invoicing and payment processing while providing comprehensive financial visibility. By offering detailed data on sales orders, picking lists, packing slips, invoices, payments, and the accounts receivable subledger, the Order to Cash model enhances revenue management, reduces operational costs, and improves customer relationships. By incorporating various dimensions across the order-to-cash value chain, this feature drives operational excellence and business growth.
", "Feature details": "The Order to Cash data model in Business performance analytics provides an end-to-end view of the sales process. It ensures accurate invoicing and efficient payment processing. By supporting key business processes such as sales orders, picking lists, packing slips, invoices, payments, taxes, charges, and the Accounts Receivable subledger, the Order to Cash data model enhances the accuracy and timeliness of sales data. It facilitates better strategic planning and decision-making.
The Order to Cash data model delivers granular data that enables end users to create custom reports and perform detailed analysis. It incorporates various dimensions across the order to cash value chain. With this capability, businesses gain deeper insights into sales performance, customer behavior, and revenue trends. With dimension-based analysis, organizations can easily identify sales patterns, optimize pricing strategies, and enhance product offerings. These insights lead to increased sales and customer satisfaction.
By streamlining the entire order-to-cash process, the Order to Cash data model improves operational efficiency, reduces errors in invoicing and payment processing, and ensures timely revenue recognition. This enhanced efficiency contributes to better cash flow management, reduced days sales outstanding (DSO), and stronger financial stability. The Order to Cash model also supports effective tax management and accurate charge allocation, which improves financial compliance and reporting.
Comprehensive visibility provided by the Order to Cash data model strengthens customer relationships by enabling prompt and accurate order fulfillment and billing. This reliability fosters trust and loyalty among customers, driving repeat business and long-term growth. By leveraging the Order to Cash data model, businesses can optimize their sales processes, improve financial performance, and achieve sustainable growth and competitive advantage.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b2449f3f-782a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use Procure to Pay data models to report and gain insights", "Investment area": "Business performance", "Business value": "The Procure to Pay data model in Business performance analytics enhances your procurement processes by streamlining reporting, ensuring accurate payment processing, and providing detailed financial visibility. This feature helps reduce errors, improve efficiency, and offer valuable insights into spending and vendor performance, so you can drive better financial management and strategic decision-making.
", "Feature details": "The Procure to Pay data model in Business performance analytics delivers substantial business value by providing a comprehensive view of procurement processes and ensuring accurate and efficient payment handling. By supporting key business processes such as purchase requisitions, purchase orders, product receipt, three-way matching, invoices, taxes, charges, payments, and the Accounts Payable subledger, the Procure to Pay data model enhances the accuracy and timeliness of procurement data, facilitating better strategic planning and decision-making.
The Procure to Pay data model delivers granular data that enables you to create custom reports and perform detailed analysis, incorporating various dimensions across the procure to pay value chain. This capability allows businesses to gain deeper insights into procurement performance, supplier behavior, and cost trends. With dimension-based analysis, organizations can easily identify procurement patterns, optimize supplier contracts, and enhance sourcing strategies, leading to cost savings and improved supplier relationships.
By streamlining the entire procure-to-pay process, the Procure to Pay data model improves operational efficiency, reduces errors in order processing and payment handling, and ensures timely fulfillment of procurement needs. This enhanced efficiency contributes to better cash flow management, reduced days payable outstanding (DPO), and stronger financial stability. Additionally, the Procure to Pay model supports effective tax management and accurate charge allocation, which further improves financial compliance and reporting.
The comprehensive visibility provided by the Procure to Pay data model strengthens supplier relationships by enabling prompt and accurate order fulfillment and payment processing. This reliability fosters trust and collaboration with suppliers, driving long-term partnerships and operational excellence. By leveraging the Procure to Pay data model, businesses can optimize their procurement processes, improve financial performance, and achieve sustainable growth and competitive advantage.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8a97d46c-772a-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Analyze data using the Record to Report data model", "Investment area": "Business performance", "Business value": "The Record to Report data model in Business performance analytics delivers detailed financial data. It empowers users to create custom reports and easily perform dimension-based analysis. By enhancing the accuracy and timeliness of financial statements and supporting key processes like General Ledger, Budgeting, and Financial Dimensions, the Record to Report model drives strategic decision-making. It optimizes financial operations and ensures effective period-end reporting. This model ultimately contributes to sustainable business growth and competitive advantage.
", "Feature details": "The Record to Report data model in Business performance analytics gives you a comprehensive view of financial performance and regulatory compliance. By streamlining key financial processes such as General Ledger, Budgeting, and Financial Dimensions, the Record to Report data model improves the accuracy and timeliness of financial statements. This improvement supports better strategic planning and decision-making.
The data comes at the most detailed level possible, so you can perform detailed and precise analysis. Use the data model to build custom reports and analytics, making it highly accessible and user-friendly. You can easily perform dimension-based analysis on the financial data, which enables deep insights into various financial aspects. This capability makes the Record to Report data model particularly effective for period-end reporting, providing businesses with timely and accurate financial insights.
Additionally, it improves transparency and accountability, so stakeholders have more confidence. When you can quickly identify financial anomalies and trends, you can optimize your financial operations, reduce costs, and increase profitability. This strong financial insight helps sustainable business growth and better competitive positioning.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2023", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"ab299a8b-8316-ec11-b6e6-000d3a184c95", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Deploy preconfigured demo assets for Business performance planning", "Investment area": "Business performance", "Business value": "This feature accelerates evaluation and demonstration of Business performance planning by removing the need to manually design dimensions, cubes, and sample data.
Partners, technical specialists, and customers can quickly explore realistic planning scenarios, such as strategic planning, workforce planning, OPEX, CAPEX, and revenue forecasting, without investing time in initial model setup. This improves time to value, increases demo consistency, and helps stakeholders understand how Business performance planning can support enterprise planning use cases.
", "Feature details": "Business performance planning demo assets deploy a preconfigured, Contoso-style planning data model into Microsoft Dataverse. The assets include predefined dimensions, planning cubes, calculated measures, and sample data designed to illustrate common enterprise planning scenarios.
These demo assets act as a shared data foundation for Business performance planning Power BI demo apps. They enable interactive planning, scenario modeling, and write-back experiences when consumed through Power BI.
Users can explore and adjust planning values and assumptions. However, changes to the underlying data model definition or structure, such as modifying or removing dimension or cube columns, may impact the behavior of connected Power BI demo reports. Resetting or redeploying the demo assets removes all data changes and customizations.
This feature is intended for demonstration and evaluation purposes only and isn't designed for production use or as a supported starting point for customer planning models.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a6397aa4-a7fa-f011-8406-7c1e525b13d7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Track change management in business performance planning", "Investment area": "Business performance", "Business value": "This feature improves transparency and accountability for changes to cube data in business performance planning. Users get a comprehensive view of the data's history, which helps facilitate better decision-making.
", "Feature details": "The change management tracking for cubes in business performance planning enhances tracking and transparency for changes to cube data. With this feature, you can track who made changes, what changes they made, and when they made them. The UI experience clearly shows the changed values before and after the change. You can filter the audit trail data for reporting purposes.
The feature also includes a contextualized audit trail experience within Power BI visuals. With this feature, you can access the audit trail directly within the visuals.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0cabba42-aa6b-ef11-bfe2-000d3a991ee4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Explore forecast-to-plan planning scenarios in Power BI", "Investment area": "Business performance", "Business value": "This feature provides a hands-on, end-to-end demonstration of how Business performance planning enables integrated planning directly in a Power BI app.
Customers, partners, and field teams can experience how strategic decisions, workforce plans, operating expenses, capital investments, and revenue forecasts connect into a single planning flow. This helps stakeholders visualize the value of planning in Power BI, supports customer evaluations, and enables consistent, repeatable demos without custom report development.
", "Feature details": "The forecast-to-plan demo app is a Power BI app demo experience built on Business performance planning custom visuals and powered by Business performance planning demo assets deployed in Dataverse.
The demo walks users through a guided planning narrative, including:
All planning interactions occur directly in Power BI, with changes written back to the underlying demo data in Dataverse. The experience is designed to illustrate planning concepts, workflows, and integration across planning domains rather than configuration or setup.
Users may explore and modify planning values and assumptions. However, structural changes to the underlying data model may affect report behavior, and resetting the demo assets will remove all changes.
This demo app is intended for demonstration and evaluation purposes only. It is not designed as a reusable template for customer data and is not intended for production use.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7d65f5d5-adfa-f011-8406-7c1e525b13d7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Export Business performance planning cubes and dimensions", "Investment area": "Business performance", "Business value": "This feature streamlines the deployment of planning models by enabling seamless packaging and transfer of Business performance planning cubes, dimensions, and frameworks across environments. It eliminates the need to rebuild models from scratch, so you significantly reduce implementation time and effort. By providing a flexible and extensible foundation, businesses can accelerate decision-making, optimize planning processes, and adapt frameworks to industry-specific needs. Partners can create reusable baseline models to enhance collaboration and ensure rapid, tailored deployments. This solution increases efficiency, reduces costs, and delivers faster time-to-value for planning and budgeting solutions.
", "Feature details": "The Business performance planning cube and dimension export and import feature enables users to transfer planning structures across environments. Users select a cube and its associated dimensions, and generate a JSON file that contains the data schema. To import the file into another Business performance planning environment, users can:
Select Import cube on the home page.
-- or --
Select Create cube in the cube section, then select Import cube.
A guided wizard helps users select the previously exported JSON file. If a dimension with the same name exists in the target environment, users get a prompt that lets them choose to stop the process or continue without duplicating the existing dimension. If a cube with the same name exists, users get a notification that blocks the import. Users must rename the cube in the source or target environment before they can proceed.
This feature exports only the data schema, not the actual data. After importing the schema, users must populate the new tables with data by using existing functionalities. For dimensions, users can enter data manually through the grid or use Dataflow. For cubes, users can use Dataflow or Excel upload.
When users update the Business performance planning application to the latest version, licensed users get this feature enabled by default. No manual activation is required. The feature has no compatibility restrictions and doesn't affect existing functionalities.
By streamlining the deployment of planning models, this feature reduces implementation time and enables customers to deploy solutions in less than two weeks. It empowers partners to create and distribute industry-specific planning templates to address the need for reusable frameworks. Research and customer feedback show that businesses want a standardized yet adaptable approach that balances best practices with customization. This feature helps organizations rapidly scale and optimize their planning processes.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f1e1995f-ea0e-f011-9989-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/28/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Detect data changes, spot errors, and simplify reporting with copilot", "Investment area": "Business performance", "Business value": "Using snapshots and AI-powered comparison to monitor and analyze changes in data and reports offers you a competitive edge in an increasingly data-driven landscape. This approach allows for efficient oversight of operations, rapid anomaly detection, and more informed decision-making, translating to substantial time and cost savings.
", "Feature details": "By automating the laborious task of data comparison, you can swiftly identify deviations, leverage insights for proactive strategies, and enhance their reporting processes, ensuring timely and relevant information dissemination to stakeholders. This not only mitigates potential risks but also positions businesses to capitalize on emerging opportunities through data-driven insights.
This functionality provides the ability to create snapshots of reports over a period of time and leverage AI to track and analyze the changes in the reports. You’ll also be able to share these snapshots and collaborate with the rest of your organization.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"00630ad7-cf51-ee11-be6f-000d3a55b688", "GeographicAreasDetails":"", "Last Gitcommit date":"03/14/2024" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Streamline Dynamics 365 finance and operations apps integration", "Investment area": "Business performance", "Business value": "When you streamline access to Dynamics 365 Finance data with Business performance planning, you get the following benefits:
This feature makes financial planning more efficient, accurate, and strategic, so you drive better business outcomes.
", "Feature details": "The integration between Business performance planning and Business performance analytics enhances financial planning, forecasting, and operational efficiency by providing a seamless connection between Business performance planning and Dynamics 365 finance and operations apps. With this feature, you can leverage analytical tables built by Business performance analytics to enable better decision-making and agility in planning. The integration addresses key challenges such as data inconsistencies, lack of direct data import methods, unfriendly table names, and performance issues. By simplifying the process and providing prebuilt planning data models, this integration helps you make timely, data-driven decisions and improves the overall user experience.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Create drivers and formulas in business performance planning", "Investment area": "Business performance", "Business value": "With driver-based planning capabilities, decision-makers can access financial forecasts that tie directly to operational drivers. This connection between financial outcomes and business activities enables more informed and strategic decision-making. By identifying key drivers, you can create powerful calculation logic and methods to easily generate financial outcome scenarios. The feature streamlines the process by eliminating the need for manual setup in Power BI and keeps track of changes to drivers across multiple scenarios.
", "Feature details": "Previously, calculation and modeling were handled directly in Power BI through calculation definition. This feature provides calculation logic and methods within the business performance planning application. It eliminates the need for manual setup of calculations in Power BI and streamlines planning by leveraging key drivers across multiple scenarios.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/31/2024", "GA date":"10/31/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"bcf70e2c-a898-ee11-be37-000d3a8b3756", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Empower users with generative help and guidance within Business performance analytics", "Investment area": "Business performance", "Business value": "With the help of Copilot, users get assistance without leaving Business performance analytics. Users ask Copilot questions about the application and receive responses without needing to manually find an answer themselves. This assistance saves time for users and potentially helps their company's IT support division as well.
", "Feature details": "New and experienced users of Business performance analytics can ask Copilot about the application using a conversational interface. Copilot takes the user's prompt, scans the Business performance analytics documentation on Microsoft Learn, and summarizes the relevant information in its response. With Copilot, new users can learn about Business performance analytics, and experienced users can discover new features to Business performance analytics within the application. This approach saves time for the user and their company's IT support because the user doesn't need to leave the application to manually find an answer or submit a support ticket for their issue.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "08/30/2024", "GA date":"10/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"48311d38-b6fd-ee11-a1ff-00224827e012", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Try immersive homepage and redesigned workspace for financial period close", "Investment area": "Copilot", "Business value": "New immersive homepages and redesigned workspaces for period-end close gives visibility into the end-to-end workflows that occur around period end. Each immersive experience will provide the ability to pivot on data in the manner required by your organization or task across legal entities. AI will be used to determine immersive homepage content, providing insight into daily/period end task efficiency for tasks completed by Copilot or manually by finance team members, while also recommending how to improve the overall period end process.
", "Feature details": "A new immersive homepage for the Accounting manager provides a true starting page for their daily tasks. They will have flexibility to toggle between comprehensive overviews around all tasks and their statuses within a closing schedule, or focused views highlighting only the tasks assigned to them for approval. By offering this perspective, the platform optimizes workflow efficiency and fosters collaboration, ultimately delivering enhanced business value through streamlined operations and informed decision-making.
A new workspace will focus on the definition of the period end tasks, allowing for pivots across users, modules, legal entities, or even business units across multiple legal entities. With Copilot, the recommendations made to the Accounting manager can be leveraged in this workspace for the period end definition. During period end, Copilot can be used for mass updating tasks for organizational changes, and having Copilot complete the tasks rather than relying on manual intervention (if the task supports Copilot completion). Copilot can actively assess the completion of tasks, automatically begin the next tasks, and even validate the completion of tasks based on rules defined by an organization. In addition, the period end tasks can be assigned a workflow (who completed, who approves) along with maintaining a strong audit trail of each action against each task. Improved notifications will also be included in the new enhancements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/28/2024", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"ff852b3c-bae0-ee11-904d-000d3a55b688", "GeographicAreasDetails":"", "Last Gitcommit date":"07/17/2024" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Reconcile with subledger to general ledger reconciliation agent", "Investment area": "Copilot", "Business value": "Reconciliation of data is a time-consuming process that you often defer until the end of a period. This deferral adds time and headaches to the completion of period end tasks. The subledger to general ledger reconciliation feature changes this process to be proactive rather than reactive when it identifies a difference. Use Copilot to notify you of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on your behalf. Reconciliation is no longer a bottleneck but is always in a continuous state of readiness.
", "Feature details": "The first reconciliation copilot automations focus on reconciling subledgers to the general ledger balances. SQL Server Reporting Services (SSRS) reports are replaced with a near-real-time process that proactively notifies the finance team of any reconciliation issues. Upon recognition of an issue, Copilot identifies the mismatched transactions and provides a solution. That solution might be changing a setting on the main account (such as don't allow manual entry) or recognizing when a posting profile change causes a different balance sheet account to be used for reconciliation.
An audit trail is maintained when you identify issues, along with the solution. Copilot learns from the solutions of the past and moves toward automatic resolution to any reconciliation issues (longer-term vision). Again, the audit trail tracks actions taken by Copilot.
The first releases focus on a subset of subledgers: accounts payable, accounts receivable, tax, and bank. Future releases add subledgers such as fixed assets and inventory.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/25/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"328fe0c9-3c03-ef11-a1fd-000d3a1b93ad", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/21/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Agent management", "Investment area": "Copilot", "Business value": "This feature allows users to set up, configure, and monitor AI agent activity in Dynamics 365 finance and operations apps.
", "Feature details": "New enhancements include an administrator view of agents where a Dynamics 365 finance and operations admin can view and manage agent activity and configuration across the organization and many sets of users.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/03/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"574d3714-4566-f011-bec2-6045bdffaa2d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "View cross-company transactional data using accounting source explorer", "Investment area": "Core financials", "Business value": "Accountants using Dynamics 365 Finance to view detailed transactional data often view data across multiple companies that are related to the overall parent business. It's important for them to quickly and easily view data across related companies. With this feature, users can view or export data to Excel to see deep financial analysis across those companies.
", "Feature details": "The accounting source explorer page in Dynamics 365 Finance is a key tool for accounting personnel to view financial transactions. Currently, you can view data from only one company or legal entity at a time. To view data from multiple companies, you must switch between companies and reload the data in the accounting source explorer page.
With this update to the accounting source explorer, you can quickly and easily export transactional data for selected companies. By exporting data from multiple companies to Excel, the accounting team can perform deeper analysis across companies.
The key change for this feature is an improved export option. You can select the companies you want to export data from, along with other existing filter options in the accounting source explorer.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"76a57862-697f-ef11-ac21-7c1e5249d4d6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Automatic clearing of centralized bridged vendor payments during bank reconciliation", "Investment area": "Core financials", "Business value": "Automatic clearing of centralized vendor payments streamlines the bank reconciliation process by eliminating manual clearing of bridge transactions, reducing reconciliation errors and ensuring general ledger balances are accurate and up to date. This improves operational efficiency, strengthens auditability in cross‑entity payment scenarios, and increases confidence in using automated bank reconciliation at scale.
", "Feature details": "This enhancement enables automatic clearing of bridge transactions generated by centralized vendor payments when bank statements are matched with records in Dynamics 365 Finance during the bank reconciliation process. The system posts the required clearing journals in the centralized legal entity, ensuring that general ledger balances are updated accurately.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a6dcddb8-bafe-f011-8406-7c1e525b1633", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Improve bank account lifecycle management", "Investment area": "Core financials", "Business value": "Bank accounts are the key master data for all banks' relevant transactions. You need to manage bank accounts well, including bank account openings, closings, changes, signature management, and periodical auditing. With this feature, you get sophisticated bank account lifecycle management.
", "Feature details": "This feature provides extra legal entity bank account lifecycle management capabilities in Dynamics 365 Finance:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Save time with automated cash application", "Investment area": "Core financials", "Business value": "Dynamics 365 Finance offers advanced bank reconciliation features that help businesses manage the bank reconciliation process more efficiently. With increased automation and enhanced capabilities, businesses reduce the need for manual work and save time for cash management clerks. By streamlining the bank reconciliation process, Dynamics 365 Finance helps businesses improve financial management and ensure accurate reporting.
", "Feature details": "Bank reconciliation is a crucial step for businesses. It involves comparing the cash balance on a company’s balance sheet to the corresponding amount on its bank statement, and identifying any discrepancies that require accounting adjustments. This process can be time-consuming and labor-intensive, as it requires careful matching of records and generation of reports.
Advanced bank reconciliation in Dynamics 365 Finance helps businesses manage this process more efficiently. To automate cash application, advanced bank reconciliation provides the following functions:
Generate customer payment journal.
Generate vendor payment journal from a bank reconciliation worksheet.
Post voucher with the redesigned user experience.
Settle open customer invoices with bank statement lines.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Further bank reconciliation report enhancements", "Investment area": "Core financials", "Business value": "Dynamics 365 Finance offers an advanced bank reconciliation feature that helps businesses manage the bank reconciliation process more efficiently. Businesses benefit from increased automation and more functional capabilities, which reduce the need for manual work and save time for cash management clerks. By streamlining the bank reconciliation process, Dynamics 365 Finance helps businesses improve their financial management and ensure accurate reporting.
", "Feature details": "The existing bank reconciliation statement report in advanced bank reconciliation is updated with the following enhancements:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Add efficiency with enhanced bank reconciliation report", "Investment area": "Core financials", "Business value": "Dynamics 365 Finance offers an advanced bank reconciliation feature that helps businesses manage the bank reconciliation process more efficiently. Businesses benefit from increased automation and more functional capabilities, which reduces the need for manual work and saves time for cash management clerks. By streamlining the bank reconciliation process, Dynamics 365 Finance helps businesses improve their financial management and ensure accurate reporting.
", "Feature details": "Bank reconciliation is a crucial step for businesses. It involves comparing the cash balance on a company’s balance sheet to the corresponding amount on its bank statement, and identifying any discrepancies that require accounting adjustments. This process can be time-consuming and labor-intensive, as it requires careful matching of records and generation of reports.
Advanced bank reconciliation in Dynamics 365 Finance helps businesses manage this process more efficiently. Within this feature, you get the existing bank reconciliation statement report in advanced bank reconciliation redesigned with the following enhancements:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Manage advanced bank reconciliation with matching rule enhancement", "Investment area": "Core financials", "Business value": "Dynamics 365 Finance offers an advanced bank reconciliation feature that helps businesses manage the bank reconciliation process more efficiently. Businesses benefit from increased automation and more functional capabilities, which reduces the need for manual work and saves time for cash management clerks. By streamlining the bank reconciliation process, Dynamics 365 Finance helps businesses improve their financial management and ensure accurate reporting.
", "Feature details": "Bank reconciliation is a crucial step for businesses. It involves comparing the cash balance on a company’s balance sheet to the corresponding amount on its bank statement, and identifying any discrepancies that require accounting adjustments. This process can be time-consuming and labor-intensive, as it requires careful matching of records and generation of reports.
Advanced bank reconciliation in Dynamics 365 Finance helps businesses manage this process more efficiently. Within this feature, you enhance the existing matching rule in advanced bank reconciliation with the following functions:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Define rules for default financial tags", "Investment area": "Core financials", "Business value": "Financial tags help you track up to 20 user-defined fields on accounting entries. The initial releases limit the defaulting capabilities for financial tags. With this feature, accounting managers and system administrators can capture important transactional data in Tags with Copilot-assisted rules creation. By defaulting financial tags, you reduce the manual effort and mistakes of team members entering transactions.
", "Feature details": "The default engine for tags enables an organization to set its own rules for default financial tags. You can define rules for each transaction entry point, such as general journal, free text invoice, purchase order, vendor invoice journal, and more. You can also set rules for each financial tag and transaction level, including header, lines, account, offset account, and distributions. The rules can use three different options. You can enter natural language into Copilot, which converts it into a technical rule. You can define the rule with an expression builder or enter the technical rule directly.
You can simulate a rule against posted transactions to preview the results before you activate it. The simulation doesn't update the posted transaction. It just uses the transaction to validate the rule.
In the first release, you can create defaulting rules for a subset of transaction entry points, such as the general journal. We’ll add support for more journals and documents in future releases.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/25/2024", "GA date":"06/27/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"6e5ae57a-3853-ee11-be6f-000d3a4e0eeb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand the use of financial tags", "Investment area": "Core financials", "Business value": "Financial tags provide an alternative to financial dimensions for tracking transactional data. Use tags to track data that isn't reusable but still provides analytical context to an organization. You can use tags on many transaction types and inquiries within Dynamics 365 finance and operations. Customers also need this data available within Business performance analytics and the Accounting source explorer to define the tags as an additional dimension for analysis.
", "Feature details": "Financial tags are already part of some inquiry pages, such as the Voucher transactions page. This feature adds financial tags to the Accounting source explorer inquiry within Finance.
The feature also adds financial tags to the data model for Record to Report within Business performance analytics, so you can use them as dimensions for analysis.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/05/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"9d9f10e8-5d7f-ef11-ac21-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enhancements to financial tags", "Investment area": "Core financials", "Business value": "Financial tags were introduced as an alternative to financial dimensions to track data that is used for internal analytics. We are continuing investing in financial tags to ensure that they are available everywhere that financial dimensions are available for transaction entry, giving customers better flexibility to use tags. Minimizing the use of financial dimensions and using financial tags instead will improve the performance of the entire system, including transaction entry, posting and general ledger processes such as year-end close, foreign currency revaluation, and more.
", "Feature details": "Financial tags are expanded into the payment and bank reconciliation processes to ensure complete tag entry and support for the procure-to-pay process, including the vendor invoice. With this feature enabled, financial tags will be populated in the following scenarios:
Financial tags are used to default the properties of the transaction. Because of this, there are no plans to include financial tag default values on master data such as customer, vendor, or product. Instead, defaulting rules can be used to default any value from a transaction to the tag.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9aa842c4-befe-f011-8406-7c1e525b1633", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Implement workflow for lease impairment", "Investment area": "Core financials", "Business value": "Integrating workflow functionality into the lease impairment process not only streamlines custom approval sequences but also delivers significant business value. This enhancement minimizes errors, ensuring greater control and compliance throughout the process. By standardizing approvals, organizations can boost operational efficiency, improve transparency, and accelerate decision-making.
", "Feature details": "This feature introduces a new workflow for managing lease impairment using the standard workflow framework. It adds a Submit option to the Right-of-use asset impairment dialogue that initiated from the Lease book page, allowing users to send impairment records for approval before posting. A new lease impairment form supports continuing the process after approval.
The workflow ensures a consistent and controlled impairment process by guiding each record through predefined workflow approval steps and assigning tasks to designated users. Once approved, the impairment is finalized on the Lease impairment list page. Approvals are managed directly from the Lease impairment page.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"09/12/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"bdb97b41-9f15-f011-998a-6045bdedea0b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enhancements to Invoice capture", "Investment area": "Core financials", "Business value": "Invoice capture is a critical capability for organizations processing high volumes of vendor invoices. Manual matching of invoice lines, limited visibility during exception handling, and incorrect handling of invoice charges increase operational effort and slow down invoice processing, especially during period‑end peaks.
This release improves invoice processing efficiency by increasing automation accuracy while simplifying manual exception handling when required. Enhanced AI‑based derivation reduces repetitive corrections, improved usability accelerates manual validation, and better charge recognition prevents posting mismatches and downstream rework. Together, these improvements increase touchless processing rates, reduce operational cost, and strengthen confidence in automated invoice processing within Dynamics 365 Finance.
", "Feature details": "This release consolidates multiple Invoice capture enhancements into a single, cohesive capability update with a public preview in 10.0.49. Updates include:
AI‑based invoice header level derivation: Improves matching of invoice header level to purchase orders and procurement categories using vendor data. Continuous learning applies user corrections to future invoices, increasing touchless processing and reducing repeated manual effort.
Side‑by‑side invoice and purchase order view: Allows finance users to view invoice lines, the invoice PDF, and purchase order details simultaneously. This reduces context switching during manual matching, speeds up exception resolution, and lowers the risk of user error without changing existing purchase order structures.
Enhanced charge recognition and allocation
This feature automatically identifies and classifies header‑level and line‑level charges on vendor invoices. Charges are allocated using defined rules during transfer to Dynamics 365 Finance, preventing invoice total mismatches and reducing downstream corrections.
While the current release focuses on improving automation accuracy, exception‑handling efficiency, and usability for high‑volume invoice processing, future direction will be continued expansion of intelligent recognition, support for more complex invoice layouts such as line-level derivation, and ongoing scalability and usability improvements aligned with broader accounts payable automation investments.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"845a07b6-e8fe-f011-8406-7c1e525b1633", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Track branch-level registration IDs on invoices in a single legal entity", "Investment area": "Core financials", "Business value": "Many jurisdictions require that invoices and financial documents include not only the legal entity’s primary registration number but also identifiers for specific branches or establishments involved in the transaction. This feature introduces a standardized way to manage and apply establishment-level registration data across all relevant financial processes in Dynamics 365 Finance.
By enabling organizations to define and associate multiple establishments within a single legal entity, this functionality ensures that the correct registration IDs are automatically applied to customer and vendor invoices, purchase and sales orders, and project transactions. This capability reduces manual data entry, improves audit readiness, and supports compliance with evolving global e-invoicing and tax reporting mandates.
", "Feature details": "This feature introduces the concept of an Establishment within a legal entity, allowing organizations to manage and apply establishment-specific registration identifiers such as branch IDs and local registration numbers across invoices.
The feature provides the following key capabilities:
Establishment modeling: Establishments of the legal entity are modeled using Operating units, with a new organization hierarchy purpose called Enterprise establishment structure. Each establishment can be assigned unique registration identifiers through the Global address book.
A new Establishment field is added to key transaction documents, including:
The establishment can default based on context, such as site or financial dimension, or be selected manually. After a transaction is posted, the establishment reference is stored immutably for audit and compliance purposes.
Vendor ship-from address tracking: A new Ship-from address field is introduced on vendor-facing documents, allowing users to specify the originating establishment of goods or services. The associated registration identifiers are captured and stored on the invoice.
Registration ID validation rules: Administrators can configure validation rules to enforce the presence and format of registration IDs based on address purpose and role such as invoice or delivery. The system validates these rules during transaction posting, ensuring data completeness and consistency.
Post‑posting review of registration IDs: After an invoice is posted, the registration IDs that were applied and stored can be reviewed directly on:
Use cases:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "New financial journals", "Investment area": "Core financials", "Business value": "Most organizations heavily use the financial journals, such as the general journal, vendor and customer payment journals, and vendor invoice journal. The wide use of these journals affects the efficiency of daily tasks, and especially at period end. This series of features aims to address the following challenges that users face when using the financial journals:
New general journal - The primary focus of this release is delivering a new general journal, built on a new journal framework, which is the base for all financial journals. We considered the strengths of the current journals while addressing the challenges finance users face. The new general journal has limited functionality, supporting the following features:
In future releases, we will continue to add features to get to parity with the 'classic' general journal. Parity means we will get to match business processes, but how it's done may be different.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"bc220771-d67e-ef11-ac21-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use agents for recommended actions on Account reconciliation agent workspace", "Investment area": "Core financials", "Business value": "Reconciliation of data is a time-consuming process that you often defer until the end of a period. This deferral adds time and headaches to completing the period end tasks. The subledger to general ledger reconciliation feature changes this process to be proactive rather than reactive when it identifies a difference. Use Copilot to notify you of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on your behalf. Reconciliation is no longer a bottleneck. Instead, it’s always in a continuous state of readiness.
", "Feature details": "The first reconciliation automations focus on reconciling subledgers to the general ledger balances. SSRS reports are replaced with a near-real-time process that proactively notifies the finance team of any reconciliation issues. Upon recognition of an issue, each transaction provides many options for possible solutions. The solution might be changing a setting on the main account, such as don't allow manual entry. The solution might be recognizing when a posting profile changed, causing a different balance sheet account to be used for reconciliation. The system maintains an audit trail when you identify issues, along with the solution.
The first public preview includes the subledger-to-ledger reconciliation automation but doesn't include recommendations from the Account reconciliation agent for how to address exceptions. The second public preview introduces the agent functionality for recommending the action to take to address the exception for individual transactions. Copilot learns from the solutions of the past and moves toward automatic resolution to any reconciliation issues (longer-term vision). All actions taken by Copilot are tracked with an audit trail.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/12/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"818b37cc-26bc-ef11-8ee9-6045bded0e32", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Reconcile accounts faster using the enhanced Account reconciliation agent", "Investment area": "Core financials", "Business value": "Reconciliation of data is a time-consuming process that you often defer until the end of a period. This deferral adds time and headaches to the completion of period end tasks. The subledger to general ledger reconciliation feature changes this process to be proactive rather than reactive when a difference is identified. Use Copilot to notify you of a difference between the subledger and the general ledger, provide options for how to resolve the issue, and eventually resolve the issue on your behalf. Reconciliation is no longer a bottleneck but is always in a continuous state of readiness.
", "Feature details": "The first reconciliation automations focus on reconciling subledgers to the general ledger balances. Instead of using SSRS reports, a near-real-time process proactively notifies the finance team of any reconciliation issues. When the process recognizes an issue, each transaction provides many options for possible solutions. The solution might be changing a setting on the main account, such as don't allow manual entry, or it might be recognizing when a posting profile change causes a different balance sheet account to be used for reconciliation. The process maintains an audit trail when you identify issues and their solution.
The first public preview included the subledger-to-ledger reconciliation automation but didn't include recommendations by the Account reconciliation agent for how to address exceptions. We later added agent functionality for recommending the action to take to address the exception when amounts don't match for individual transactions. This public preview introduces agent functionality for recommending what action to take to address the exception for additional exception types, including \"In ledger, not in subledger\" and \"In subledger, not in ledger\" individual transactions.
The agent functionality also improves linking scenarios where many ledger transactions link to a subledger entry, many subledger entries link to a ledger entry, or multiple ledger entries link to multiple subledger entries. Copilot learns from past solutions and moves toward automatic resolution to any reconciliation issues (longer-term vision). An audit trail tracks actions taken by Copilot.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"6a96fcd6-2b3b-f011-b4cc-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/30/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Process automation bank foreign currency reconciliation", "Investment area": "Core financials", "Business value": "Scheduling bank foreign currency revaluation through process automation in Dynamics 365 Finance ensures accuracy and saves time.
", "Feature details": "Dynamics 365 Finance now supports automating Bank Foreign Currency Revaluation (FCR), so the system consistently updates foreign currency balances. This enhancement greatly reduces the risk of errors and discrepancies in financial reporting.
You can schedule revaluation processes to run on specific dates and use defined parameters. These processes run in the background, so you can focus on other tasks and review the results when needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/06/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"63aabd6e-6915-f011-998a-00224833c1bb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Speed up bank reconciliation with duplicate matching rules", "Investment area": "Core financials", "Business value": "The bank reconciliation process can take a lot of time and effort, and it can lead to errors. When users duplicate matching rules for the bank reconciliation process, they speed up the setup process and reduce the time needed for manual configuration. This feature helps maintain consistency, so there’s less risk of errors and discrepancies during reconciliation. Users can customize duplicated rules to meet specific needs or scenarios, making it simpler to manage unique or complex transactions without sacrificing accuracy.
", "Feature details": "The enhanced bank reconciliation feature now includes the ability to duplicate reconciliation matching rules, so you can create rules more easily. This feature also includes an option to copy related financial details for each rule. This enhancement ensures the reconciliation rule configuration process stays accurate while allowing you to customize duplicated rules for unique bank reconciliation scenarios. The goal is to establish an automated reconciliation process that effectively addresses different use cases.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4d5d5ff5-d174-ef11-a671-000d3a9ba80d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Cancel customer payment journals from bank reconciliation worksheet", "Investment area": "Core financials", "Business value": "The Cancel customer payment journals from bank reconciliation worksheet feature allows users to reverse posted customer payments directly from the bank reconciliation worksheet. This feature minimizes errors in financial records, streamlines the process of managing customer payments, and saves time and effort for financial teams. It disables unmatched actions for generated payment-related statements. This feature ensures more accurate financial reporting. The functionality provides better control over customer payment transactions during the bank reconciliation process.
", "Feature details": "Advanced bank reconciliation in Dynamics 365 Finance helps businesses manage this process more efficiently. In the Cancel customer payment journals from bank reconciliation worksheet feature, you enhance the existing reconciliation functionality with an option to cancel customer payment journals directly from the bank reconciliation worksheet.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"dbe3fd58-4e70-ef11-a670-000d3a9ba80d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enhancements to fixed assets", "Investment area": "Core financials", "Business value": "The fixed asset model contains broad functionality, but some of the features require numerous manual steps. Our focus with this release wave is to make those processes more efficient by adding functionality for specific actions, such as transferring assets between legal entities. The goal is to make the users more efficient, by shortening the steps and processes.
", "Feature details": "Fixed asset intercompany transfer - The intercompany transfer feature lets you transfer assets between legal entities. Select the source asset and its book, and preview key financial details like acquisition cost, accumulated depreciation, and net book value. You can process the transfer as a disposal. Choose to create the destination asset automatically or select existing assets. The feature copies asset data to the destination entity, lets you preview destination values, and automates posting acquisition in the destination asset and disposal transactions in the source asset.
Mid-month intercompany transfer support - This feature transfers the fixed asset across legal entities by supporting an accurate asset transfer on any date of the month.
New transfer value methods - This feature provides flexible valuation options for intercompany transfers.
Redesigned in-legal-entity split experience - This feature delivers an improved, scalable framework for splitting assets.
Enhancements for reducing‑balance depreciation - This feature ensures accurate depreciation for migrated and transferred assets using reducing‑balance methods.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Make payments in advance with prepayment sales invoices", "Investment area": "Core financials", "Business value": "The prepayment sales invoice feature streamlines the invoicing process for customers who make prepayments (advance payments). It helps businesses manage their cash flow more effectively by accurately recording and tracking prepayments. Overall, the prepayment sales invoice optimizes financial operations, increases efficiency, reduces risk, and contributes to the success of the business.
", "Feature details": "The prepayment invoice feature gives you the option to issue an invoice for prepayment sales order lines. You collect payment with a prepayment invoice before delivering the goods or services. You reconcile and settle the prepayment invoice with the final invoice. This process ensures that all payments are posted against an invoice.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/28/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0840189e-3bcd-ee11-9079-00224827e97b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Preview automatic bank reconciliation matching results", "Investment area": "Core financials", "Business value": "The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.
", "Feature details": "The Preview automatic bank reconciliation matching results feature includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enhancements to subscription billing", "Investment area": "Core financials", "Business value": "These enhancements collectively strengthen subscription billing performance, scalability, and financial accuracy, addressing both operational efficiency and accounting integrity for enterprise-scale customers. The performance improvements to unbilled revenue mass processing and sales order invoice generation reduce batch execution times, lower system load, and minimize contention during high-volume billing and financial close cycles. By improving parallel processing and execution efficiency, customers can reliably process large subscription volumes, run concurrent batch jobs, and meet tight billing and close timelines with greater predictability and stability.
In parallel, the correction to multi-element revenue allocation logic during billing schedule updates and terminations ensure accurate and compliant revenue recognition across the subscription lifecycle. Deferred contract revenue balances are now correctly cleared during terminations, with or without credit, and credit transactions are allocated consistently based on standalone selling price (SSP). This eliminates residual deferred balances, reduces manual General Ledger adjustments, and lowers audit and reconciliation risk.
Together, these improvements deliver a faster, more reliable, and financially accurate subscription billing experience, reducing operational overhead, improving close efficiency, and increasing customer confidence in managing complex, high-volume subscription models.
", "Feature details": "Performance improvements for subscription billing unbilled revenue
Performance is a common request within subscription billing, and we have focused on that request. This feature enhances the subscription billing unbilled revenue mass processing by introducing multithreaded execution. Multithreaded processing reduces batch execution time, minimizes system contention, and improves reliability during peak billing and close cycles. This enables customers to process large volumes of unbilled revenue records more efficiently, avoid operational bottlenecks, and confidently run concurrent batch jobs supporting scalability, performance, and overall customer satisfaction.
Performance improvements when generating sales order invoice with subscription billing
Changes are being made to improve sales order invoice generation performance, lower system load, and enhance scalability during high-volume billing runs. This leads to faster batch execution, reduced contention with parallel processes, and improved reliability of subscription billing operations for enterprise customers.
Multi-element revenue allocation logic correction during updates, termination
Correcting multi-element revenue allocation behavior during terminations prevents residual deferred revenue balances, ensures accurate financial reporting, and maintains alignment between billing events and revenue allocation logic. This reduces manual General ledger adjustments, minimizes audit risk, and improves confidence in subscription billing for customers using complex, multi-element arrangements at scale.
This feature corrects multi-element revenue allocation behavior during billing schedule updates and terminations to ensure accurate General ledger distributions. When a billing schedule is terminated, with or without credit, the system will correctly apply multi-element revenue allocation logic to clear remaining deferred contract revenue account balances. Credit transactions generated during termination will be treated like standard invoices and allocated based on SSP, while non-credit terminations automatically generate adjustment entries to fully clear deferred balances in line with multi-element revenue allocation principles.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"9aecd85b-eefe-f011-8406-7c1e525b1633", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Optimize user security configurations and licensing costs", "Investment area": "Core financials", "Business value": "These features designed for system administrators streamline role management, audit licenses, and enhance audit trails and versioning. They provide valuable reports on license usage and separation of duties violations. With these features, organizations can optimize software investments, ensure compliance, and maintain robust security and internal controls.
", "Feature details": "User security governance is a set of advanced features that provides system administrators with tools for role management, license auditing, enhanced audit trails, and versioning. The features include reports on license usage and separation of duties violations.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/27/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e4fb7ed0-a67e-ef11-ac21-7c1e520a09df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Delay settlement from journal posting", "Investment area": "Core financials", "Business value": "This feature ensures organizations process payments reliably and efficiently, reduces operational risk, and provides greater flexibility in managing settlements. It's especially valuable for businesses with high transaction volumes, complex payment scenarios, or a need for robust exception handling.
", "Feature details": "The Delay settlement from journal posting feature addresses a critical pain point in payment processing. Traditionally, payment journal posting and settlement are tightly coupled, meaning any settlement error blocks the entire payment posting. This can cause operational delays, increased manual intervention, and business risk.
With this feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enable cash discounts for settling customer invoice matching rules for bank reconciliation", "Investment area": "Core financials", "Business value": "This feature improves financial accuracy and compliance by ensuring eligible cash discounts are consistently applied during automated customer invoice settlement, aligning Advanced bank reconciliation with manual settlement behavior. It reduces manual effort and corrections by eliminating the need for post‑reconciliation adjustments to apply cash discounts, streamlining month‑end close and daily reconciliation operations. It increases trust in automation by delivering predictable, consistent settlement outcomes through reconciliation matching rules, enabling organizations to scale automated bank reconciliation with confidence.
", "Feature details": "Implement cash discounts on customer settlement when the payment is recorded through advanced bank reconciliation. The feature ensures that advanced bank reconciliation supports applying customer cash discounts when customer invoices are automatically settled through reconciliation matching rules. The process evaluates eligible cash discounts during automated settlement performed when running Settle customer invoices reconciliation rules, and applies them consistently, aligning behavior with manual settlement processes.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3812f487-5e32-f111-88b3-7ced8dcf6109", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Increase the length of invoice numbers", "Investment area": "Core financials", "Business value": "This feature increases the length of invoice numbers in accounts payable, so you have more flexibility to adapt invoice numbers in ways that better serve your organization's needs.
", "Feature details": "When you increase the length of invoice numbers for vendors, you extend specific extended data types that fit unique business processes. Extending the data types that set the length of vendor invoice numbers doesn't negatively affect other extended data types.
To try this feature, you need to request a flight to be turned on.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/26/2024", "GA date":"10/31/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"dbbd2771-43d8-ec11-a7b5-00224823e584", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Automatically clear bridged transactions", "Investment area": "Core financials", "Business value": "This feature reduces manual operations by automating the process of clearing bridged transactions in advanced bank reconciliation.
", "Feature details": "Bridging posting is a two-step process that you use when posting payments. It helps ensure a smoother and more timely bank reconciliation process. In the first step, you post a payment to a bridging account. In the second step, you reverse the posted bridging account entry and post it to the bank main account when the payment transaction clears the bank statement.
Currently, cash clerks manually process the second step in the general ledger. This feature automates the second step by clearing the bridged transactions in advanced bank reconciliation.
To automate the process, this feature provides the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enable financial tags for purchase order invoicing", "Investment area": "Core financials", "Business value": "When you enable the financial tags for purchase order invoicing feature, use the financial tag to track subledger data with purchase order numbers and vendor names instead of using financial dimensions. This change helps reduce performance issues during the analysis phase.
", "Feature details": "Financial tags support user-defined fields across various transactions and financial documents in procurement-to-pay processing. Organizations can create and enter up to 20 customizable fields on transactions. These fields store on accounting entries. When you enable the feature, it applies to the following transactions and documents:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Stocked item support with project", "Investment area": "Core financials", "Business value": "With this feature, users can post adjustments from the inventory recalculation or close process accurately. It ensures that the related costs are correctly posted in the project subledger, so project cost tracking is precise. The feature also ensures that financial reporting and accounting standards are met by accurately matching revenue and expenses.
", "Feature details": "This functionality enables both revenue and consumption accounts on the Deferrals page when you create a sales order through projects. The system updates the deferral schedule (COGS) to reflect the inventory adjustment, so it recognizes the correct amounts in subsequent periods. For example, when you create a project-driven sales order for a stocked item, the system records the revenue deferral and creates a consumption deferral for the stocked item. If you later adjust the stocked item's cost due to a cost update or physical inventory correction, the system recalculates and updates the deferred COGS schedule so it recognizes the correct cost over time. This functionality keeps both revenue and cost appropriately aligned and recognized in the correct accounting periods, even if inventory values change after the initial posting.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"37bc8711-8d15-f011-998a-7c1e52466c21", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Offset dimensions for journal and voucher posting during bank reconciliation process", "Investment area": "Core financials", "Business value": "You can define offset financial dimensions for general ledger voucher that you post manually during bank account reconciliation or post automatically when you create a reconciliation rule for voucher generation. The posting rules are explained in the linked document.
", "Feature details": "This feature enhances the accuracy and efficiency of financial processes by allowing users to define offset financial dimensions for vouchers and journals that you post during the bank reconciliation process. Whether you post the vouchers and journals manually during bank account reconciliation or automatically through reconciliation rules, this capability ensures precise categorization of transactions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e2354351-6615-f011-998a-00224833c1bb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Extend support for multiple tax registration numbers in tax reporting", "Investment area": "Globalization Studio", "Business value": "A multinational corporation that operates across geographic locations can configure one legal entity in Dynamics 365 Finance with addresses and related tax registration numbers in different countries or regions. They can provide some tax regulatory reports (VAT Declaration, EU Sales List, Intrastat) directly from this legal entity based on tax transactions posted for a specific tax registration number.
", "Feature details": "In a legal entity with the Support multiple VAT registration numbers feature enabled, you can generate VAT Declaration, EU Sales List, and Intrastat reports. A list of supported countries and tax regulatory reports is available at Reporting for multiple VAT registrations.
For this release, we’re extending the list of supported countries and tax regulatory reports. We're releasing:
VAT_UEK) with the support of multiple VAT registration numbers.Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Extend support for multiple tax registration numbers in reports", "Investment area": "Globalization Studio", "Business value": "A multinational corporation that operates across geographic locations can configure one legal entity in Microsoft Dynamics 365 Finance with addresses and related tax registration numbers in different countries. They can report some tax regulatory reports (VAT Declaration, EU Sales List, Intrastat) directly from this legal entity based on tax transactions posted for a specific tax registration number.
", "Feature details": "In a legal entity with the Support multiple VAT registration numbers feature enabled, you can generate VAT Declaration, EU Sales List, and Intrastat reports. For a list of supported countries and tax regulatory reports, see Reporting for multiple VAT registrations.
For 2024 release wave 2, we plan to extend the list of supported countries and tax regulatory reports. We plan to release VAT declaration for Latvia with support for multiple VAT registration numbers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/02/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f63d65ea-ce80-ef11-ac21-6045bdfe9661", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Meet requirements of tax reform in Brazil in 2027", "Investment area": "Globalization Studio", "Business value": "Brazil’s tax reform is a multi‑year, multi‑phase regulatory change aimed at simplifying and unifying the country’s complex tax system, with the first phase effective January 1, 2026, and additional requirements introduced gradually over time. The new Dynamics 365 Finance functionality enables organizations operating in Brazil to stay compliant as the reform rolls out. By supporting evolving tax rules and reporting requirements natively on the platform, Dynamics 365 helps reduce compliance risk, lower operational overhead, and avoid manual workarounds. This allows finance and operations teams to adapt incrementally to regulatory change, maintain business continuity, and plan with confidence as future phases of the reform are introduced.
", "Feature details": "Tax reform updates for 2027 bring additional capabilities required to stay compliant with the multi-year regulatory change.
The following capabilities were made available from January 1, 2026:
To support the Tax reform requirements from January 1, 2027, the following capabilities are introduced:
Moving forward, we will be adding more capabilities according to the phased rollout of the Tax reform in Brazil.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"0af7581b-07f6-f011-8406-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use the enhanced Poland JPK KR PD annual regulatory report", "Investment area": "Globalization Studio", "Business value": "Building on the preview released in the previous wave, this extension enhances support for the JPK_KR_PD reporting structure for companies in Poland. Effective January 1, 2025, this mandatory tax reporting format ensures compliance with Polish tax authorities. The current wave introduces additional capabilities to further streamline reporting and reinforce regulatory adherence.
", "Feature details": "The following capabilities are planned for JPK_KR_PD reporting:
S_12) by using Financial Dimensions and report the trial balance (ZOiS) section based on a dedicated dimension set that includes the main account and the markers.D_1) by using Journalizing journals.D_6) for vendor invoices by using the Date of Vendor VAT Register field.RPD).Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Define application of exchange rates in Intrastat reporting", "Investment area": "Globalization Studio", "Business value": "By allowing businesses to define how exchange rates are applied in Intrastat reporting, this feature enhances control and consistency across financial and compliance processes. It supports harmonization with tax logic, reduces manual adjustments, and simplifies configuration for multinational operations. The global availability of the exchange rate type parameter eliminates localization gaps and ensures a more scalable and transparent reporting framework.
", "Feature details": "The Intrastat - Exchange rate - Exchange rate type parameter is now globally available without country context restrictions.
When multiple VAT registration numbers are enabled:
When multiple VAT registration numbers are not used:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Meet requirements of tax reform in Brazil in 2026", "Investment area": "Globalization Studio", "Business value": "Compliance with Brazil’s mandatory tax reform, effective January 1, 2026, ensures legal integrity and seamless operations. By adopting solutions that simplify tax processes and reduce compliance costs, businesses can drive operational efficiency, allocate resources more effectively, and build stronger stakeholder trust. These improvements enhance reputation and provide a competitive edge, unlocking long-term business value and positioning companies for sustainable growth.
", "Feature details": "The Brazilian 2026 Tax Reform introduces important updates that ensure compliance and optimize tax processes.
Key features include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Support for enum handling in GroupBy aggregations in Electronic reporting", "Investment area": "Globalization Studio", "Business value": "Customers leveraging Electronic reporting (ER) functionality will benefit from faster model validation, reduced maintenance overhead, and improved runtime performance. By removing the need for computed fields, this feature simplifies report design, accelerates implementation timelines, and enhances the scalability of reporting solutions. It empowers organizations to build more robust and maintainable configurations, ultimately driving better insights and operational agility.
", "Feature details": "This update enables enum fields to be used directly in GroupBy aggregations within Electronic reporting model mappings.
With this enhancement:
This eliminates the need to create performance-costly computed fields solely for aggregation purposes, simplifying configuration and improving maintainability.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1fab1576-c47e-f011-b4cc-7c1e5201b5b7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Replication of file destination settings in Electronic reporting", "Investment area": "Globalization Studio", "Business value": "For organizations operating across multiple legal entities and environments, maintaining consistent Electronic reporting (ER) configurations of file destinations can be time-consuming.
This feature enables users to replicate file destination setups with a single action, ensuring:
With new data entity and replication functionality, customers can streamline preparation to reporting business documents and regulatory reports in ER.
", "Feature details": "This feature introduces a new data entity and replication functionality in Dynamics 365 Finance that enables expert-level import and export of file destinations in Electronic reporting across legal entities and environments.
Some of the key capabilities include:
A finance administrator can configure a file destination in one legal entity and use the replicate function to apply the same setup to other legal entities, ensuring standardization and saving time.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4ec292da-0a9b-f011-b4cc-0022482e27fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/13/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Report EU Sales list for Germany in CSV format", "Investment area": "Globalization Studio", "Business value": "German tax authorities (BZSt) require EC/EU Sales lists (Zusammenfassende Meldung, ZM) to be submitted electronically through ELSTER or BOP, both of which accept CSV files for upload. The new CSV format feature ensures legal compliance, simplifies submission, eliminates manual conversions, and aligns Dynamics 365 Finance with German BZSt requirements for 2026 and beyond.
", "Feature details": "Germany requires EC Sales list (EU Sales list/Zusammenfassende Meldung) submissions via ELSTER/BOP in CSV format. This update introduces a new EU Sales list CSV (DE) ER configuration and ensures Dynamics 365 Finance can produce the required file structure for direct upload.
What’s included:
Supports required fields:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Meet requirements for e-invoicing and e-reporting in France", "Investment area": "Globalization Studio", "Business value": "Global and local customers running Microsoft Dynamics 365 ERP in France can comply with mandatory French e‑invoicing and e‑reporting regulations through built‑in functionality. With enforcement starting on 1 September 2026, this capability helps customers prepare in advance, reduce compliance risk, and streamline invoicing and tax reporting processes without relying on third‑party solutions or custom customizations.
", "Feature details": "This feature delivers compliance with French regulatory requirements for electronic invoicing and electronic reporting within Microsoft Dynamics 365 ERP.
Electronic invoicing:
Electronic reporting:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Meet requirements for electronic invoicing in the United Arab Emirates", "Investment area": "Globalization Studio", "Business value": "Global and local customers running Microsoft Dynamics 365 ERP in the United Arab Emirates can comply with mandatory e‑invoicing regulations through built‑in functionality. With enforcement starting on 1 January 2027, this capability helps customers prepare in advance, reduce compliance risk, and streamline invoicing and tax reporting processes without relying on third‑party solutions or customizations.
", "Feature details": "This feature enables compliance with UAE electronic invoicing requirements for business-to-business (B2B) and business-to-government (B2G) transactions. The mandate applies from January 01, 2027, for large and major companies, and from July 01, 2027, for small and medium‑sized companies.
The solution follows the Decentralized Continuous Transaction Control and Exchange (DCTCE / 5‑corner) model. Invoices and credit notes generated from sales orders, free text invoices, and project invoices can be transmitted in PEPPOL International (PINT) XML format through the PEPPOL Delivery Network, using an Accredited Service Provider as the last‑mile third‑party connector.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"12/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"2a44f8e7-10d7-ef11-a730-7c1e52687917", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Update to OIOUBL format 3 for electronic invoicing in Denmark", "Investment area": "Globalization Studio", "Business value": "Global and local customers who deploy Dynamics 365 ERP apps in Denmark can access a configurable electronic invoice in an updated OIOUBL format, which meets local Danish requirements.
", "Feature details": "This feature meets the Denmark-specific requirements for OIOUBL format version 3.0. You can export invoices and credit notes that you create from sales orders, free text invoices, or project invoice proposals into XML format that complies with the updated Danish electronic invoicing standards.
OIOUBL 3 Invoice Package Postponed - Revised Schedule:
The Danish Business Authority expects to upgrade the OIOUBL 3 invoice package from Release Candidate to Final Release in mid-May 2025.
After that, it's expected to be voluntarily implemented until mid-November 2025, when Nemhandel makes support for OIOUBL 3 mandatory.
End-of-life for OIOUBL 2.1 is expected in mid-May 2026.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"08/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f9c27b10-47da-ee11-904d-000d3a55bb34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Access electronic invoicing phased rollout in Belgium", "Investment area": "Globalization Studio", "Business value": "Global and local customers who deploy Microsoft Dynamics 365 Finance in Belgium can access electronic invoicing functionality that meets Belgium requirements.
", "Feature details": "This feature complies with the Belgium-specific requirements for enforcing electronic invoicing for business-to-business communications starting January 1, 2026.
You can send invoices and credit notes created from sales orders, free text invoices, project invoices, or imported vendor pending invoices to or from the PEPPOL Delivery Network in the PEPPOL-based XML format that complies with the Belgian electronic invoicing standards.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ff9235fa-e49c-ef11-8a69-6045bda803cc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Meet requirements for electronic invoicing in Singapore", "Investment area": "Globalization Studio", "Business value": "Global and local customers who deploy Microsoft Dynamics 365 Finance, Microsoft Dynamics 365 Supply Chain Management, or Project Management and Accounting in Singapore can access electronic invoicing functionality that meets the Singapore-specific requirements for electronic invoicing.
", "Feature details": "This feature complies with the Singapore-specific requirements for electronic invoicing. The requirements are enforced according to the following schedule:
You can communicate invoices and credit notes created from sales orders, free text invoices, or project invoices in the Singapore extension of PEPPOL International Invoice (PINT) format to the \"InvoiceNow\" infrastructure via an Accredited Service Provider acting as the \"last mile\" third-party connector.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/03/2025", "GA date":"03/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b81d1761-31f4-ef11-be20-00224833c1bb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use the regulatory update for Payment Practices Reporting in the United Kingdom", "Investment area": "Globalization Studio", "Business value": "In 2025, companies in scope of the UK Reporting on Payment Practices and Performance Regulations faced expanded mandatory disclosures. These changes increased transparency around payment behavior, disputes, and (from April 2025) retention practices in qualifying construction contracts.
This feature ensures that Dynamics 365 Finance supports all new mandatory data points, enabling compliant, complete, and timely submissions without manual workarounds.
", "Feature details": "This feature delivers support for the Reporting on Payment Practices and Performance (Amendment) Regulations 2025 in the UK.
The feature includes new data capture fields for:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Support customer prepayment invoices in e-invoicing", "Investment area": "Globalization Studio", "Business value": "In the current and upcoming release waves, we continue targeted investments in e‑invoicing to support evolving regulatory mandates and country‑specific requirements. Focus areas include extending coverage for additional clearance and post‑audit scenarios, improving interoperability with government platforms and service providers, and keeping formats and protocols aligned with regulatory changes.
", "Feature details": "In the current release wave, we are introducing the following e-invoicing capabilities.
Handling of customer prepayment invoices in E-invoicing
Global and local customers using Customer prepayment invoices in Microsoft Dynamics 365 Finance can now process a dedicated electronic invoice type specifically for customer prepayments.
For customer prepayment invoices created from sales orders, the system supports generation of electronic invoices as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Regulatory reporting enhancements", "Investment area": "Globalization Studio", "Business value": "In the current and upcoming release waves, we continue targeted investments in tax, statutory, and audit reporting. Focus areas include updating reports to current regulatory formats and schemas, expanding coverage for additional reporting scenarios, and improving runtime performance and reliability. We also continue to evolve Electronic Reporting (ER), with incremental enhancements that increase flexibility, maintainability, and reuse across configurations to better support complex and changing regulatory requirements.
", "Feature details": "In the current release wave, we are introducing the following regulatory reporting enhancements.
Performance improvements for Audit File Financial (XAF) – Netherlands
Dutch customers can generate the mandatory Audit File Financial (XAF) export significantly faster, even for large data volumes. This enhancement uses optimized data storage and the latest XAF 4.0 format to reduce processing time and system load when producing audit files. It ensures compliance with the Dutch Tax Administration’s newest digital audit requirements by supporting XAF 4.0, which replaces the legacy XAF 3.2 standard.
This performance enhancement is achieved through two key improvements:
Together, these improvements mean that a Dutch legal entity can generate its XML Auditfile Financieel quickly and reliably. After setting up the feature (ensuring that financial dimension sets are defined and balance tracking is enabled for them) and importing the latest XAF 4.0 ER configurations, you simply run the Audit File Financial process as before. The report completes faster and the resulting XML complies with XAF 4.0 requirements (with fields like the RGS codes for each account as per the latest specification). By following the standard setup (such as associating main accounts with RGS codes in a consolidation account group per the documentation) and enabling this feature, organizations ensure that Audit File generation is not only compliant but also optimized for performance. This is especially beneficial at month-end or year-end, when time is critical – the audit file can be produced with minimal delay, allowing finance departments to confidently meet Dutch statutory obligations with improved efficiency and accuracy.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2b24abb5-d4fa-f011-8406-7c1e52578735", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Tax calculation enhancements", "Investment area": "Globalization Studio", "Business value": "In this and next release waves, we continue targeted investments in unifying tax determination, calculation, posting, and reporting across countries and regions. The focus is on reducing fragmentation by extending common tax frameworks and aligning tax calculation more closely with posting and regulatory reporting.
", "Feature details": "In the current release wave, we are introducing the following tax calculation capabilities.
Automate tax feature creation based on tax master data
This feature reduces time and effort for businesses by simplifying the migration from core tax functionality to the advanced tax calculation functionality. A streamlined, automated migration enables customers to adopt and realize the benefits of tax calculation faster and with less manual work.
The automated tax calculation feature migrates existing core tax master data in the legal entity using Tax Data Migration. During migration, the system automatically creates the required records in the tax feature setup, reusing existing tax codes, sales tax groups, and item sales tax groups. This approach minimizes setup complexity, preserves current configurations, and ensures a smoother transition to the advanced tax calculation experience.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"fcfad828-297c-ef11-a671-7c1e520c9c19", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use the regulatory update for JPK‑V7(3) schema - VAT declaration for Poland", "Investment area": "Globalization Studio", "Business value": "Polish tax authorities are introducing version (3) of the JPK‑V7 audit file schema effective February 1, 2026. This update ensures that Microsoft Dynamics 365 Finance customers remain compliant by supporting all required schema changes, including new reporting tags and e‑invoice number handling (NrKSeF). The update helps organizations submit legally compliant VAT declarations, reducing audit risks and ensuring alignment with evolving Polish e‑invoicing legislation.
", "Feature details": "The feature update delivers support for the JPK‑V7 schema version (3), mandated by the Polish Ministry of Finance and effective February 1, 2026.
It introduces these new tags:
NrKSeF reporting support enables reporting of the KSeF e‑invoice identification number (NrKSeF) inside the VAT declaration structure, as required by schema version (3).
There is no change in the processing flow. The generation and submission pattern of the VAT declaration remains the same; only the schema and supported data elements are updated.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6fd367ff-bfda-f011-8544-00224826f73c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use updated Australian Payment Times Reporting Scheme", "Investment area": "Globalization Studio", "Business value": "Stay ahead of regulatory changes with our update of the Payment Times Reporting Scheme (PTRS) in Australia to the new rules. For reporting periods starting on or after July 1, 2024, this update ensures compliance with the latest Payment Times Reporting Scheme (PTRS) requirements.
", "Feature details": "This feature update enables reporting companies in Australia to comply with the revised Payment Times Reporting Scheme rules for reporting periods starting on or after July 1, 2024.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use the Poland JPK KR PD annual regulatory report", "Investment area": "Globalization Studio", "Business value": "Stay ahead of regulatory changes with the new feature that supports the JPK_KR_PD reporting structure for companies registered in Poland. Starting January 1, 2025, the feature supports this mandatory tax reporting format, ensuring compliance with Polish tax authorities.
", "Feature details": "In legal entities with a primary address in Poland, you can generate JPK_KR_PD for periods starting in 2025.
The JPK_KR_PD report is a new report schema in Poland. It streamlines the process of controlling corporate income taxation by providing a comprehensive report structure for accounting books.
To enable Dynamics 365 Finance to generate the JPK_KR_PD report for your legal entity in Poland, see the feature guidance.
The first release of the feature focuses on the main sections in XML format of the report:
Future releases deliver the Settlement of income tax (RPD) section and the Excel format for data preview. We also consider additional functional extensions to improve the feature usability and adoption of different accounting practices.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/01/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"f1bf3e85-d380-ef11-ac21-6045bdfe9661", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand localization in LATAM countries for Bolivia", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and change frequently. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond the current support. It provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "We continue to extend the scope of supported countries in LATAM to address the needs of multiple global and local customers. Out-of-the box localization for Bolivia is available. The country’s localization provides the following capabilities.
Country-specific features for Bolivia
Invoicing
Other invoicing
Reporting
Tax
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand localization in LATAM countries for Ecuador", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and change frequently. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond the current support. It provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "To meet the needs of global and local customers, we continue to extend the scope of supported countries in LATAM. Out-of-the-box localization is available for Ecuador. The country's localization provides the following capabilities:
Country-specific features for Ecuador
Invoicing
Reporting
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand localization in LATAM countries for Dominican Republic", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and frequently changing. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond the current support. It provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "We continue to extend the scope of the supported countries in LATAM to address the needs of multiple global and local customers. The solution includes out-of-the-box localization for Dominican Republic. While the country localization provides the following capabilities, the features might not all be available for preview.
Country-specific features for Dominican Republic
Invoicing
Reporting
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand localization in LATAM countries for Peru", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and frequently changing. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond the current support. It provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "We continue to extend the scope of supported countries in LATAM to address the needs of multiple global and local customers. The solution includes out-of-the-box localization for Peru. While the country localization provides the following capabilities, the features might not all be available for preview.
Country-specific features for Peru
Invoicing
Reporting
File export Electronic Journal Book * File export Electronic Ledger * File export Electronic Purchase Book * File export Electronic Sales Book * File export Withholdings File - SUNAT
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand localization in LATAM countries for Venezuela", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and frequently changing. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries significantly extends our country support in LATAM beyond the current support. It provides customers with more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "We continue to extend the scope of supported countries in LATAM to address the needs of multiple global and local customers. The solution includes out-of-the-box localization for Venezuela. While the country localization provides the following capabilities, the features might not all be available for preview.
Country-specific features for Venezuela
Invoicing
Reporting
File export ISLR Withholdings * File export VAT withholdings
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Expand country coverage to Turkiye", "Investment area": "Globalization Studio", "Business value": "Tax compliance requirements are complex and frequently changing. Companies want more out-of-the-box geographic coverage and tax compliance automation from Microsoft. Shipping localizations for more countries gives customers more consistent out-of-the-box regulatory compliance coverage in multiple areas, including tax reporting and electronic invoicing.
", "Feature details": "To meet the needs of global and local customers, we continue to extend the scope of supported countries. The solution includes out-of-the-box localization for the Republic of Türkiye. The following localization features are provisional and might change before general availability. Additionally, some of the following capabilities might not be available for preview.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/23/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use regulatory update of the Audit File Financial - XAF 4 for Netherlands from 2026", "Investment area": "Globalization Studio", "Business value": "The Dutch Tax Administration (Belastingdienst) has introduced XML Auditfile Financieel (XAF) 4.0 as the new mandatory standard for digital financial audit files, replacing the outdated XAF 3.2 (2014). The new version reduces complexity, improves data quality, aligns with RGS, and prepares businesses for future European digital reporting (for example, ViDA, SAF‑T).
This feature ensures that Dynamics 365 Finance customers can generate XAF files in the new XAF 4.0 structure, fully compliant with the 2025 Dutch audit requirements—avoiding manual conversions and ensuring readiness for audits and tax inspections.
", "Feature details": "The Belastingdienst now requires the use of XML Auditfile Financieel (XAF) 4.0, published in February 2025 (consultation version released in November 2024).
The XAF 4.0 modernizes and simplifies the digital audit schema:
This feature delivers Dynamics 365 Finance support for generating XAF 4.0 compliant audit files.
This feature enables:
The output is ready for submission during tax audits or financial inspections.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3b41a83d-c5da-f011-8544-00224826f73c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Electronic invoicing and the French e-reporting system", "Investment area": "Globalization Studio", "Business value": "The Electronic Invoicing service in Dynamics 365 Finance allows businesses to fully satisfy e-reporting requirements that are mandatory along with e-invoicing in France.
A new e-reporting system in France is the latest transaction data transmission system set up by the Direction Générale des Finances Publiques (DGFiP) as part of the project for the generalizing e-invoicing in the country. With the updated legislation, the electronic reporting mandate in France is expanded to all companies, including B2C and international B2B transactions. E-reporting requirements: Data that's related to invoice payments and transaction data (payment without invoice) must be reported to the tax administration. The reporting targets international B2B transactions, B2C transactions, and transactions between organizations that are not subject to VAT, which can be grouped in the following ways: - B2C transactions - Companies using point-of-sale (POS) must report a summary of all the receipt tickets issued during the day by using the Z-report. - Companies issuing B2B e-invoices can transmit the required B2C invoicing data to the tax administration through the same channel. For more information, see the Chorus Pro integration feature. - B2B international transactions data - Intra-community deliveries of goods and services. - Exports made to companies outside of the EU. - Intra-community acquisition. > [!NOTE] > The release date is preliminary. The French Tax Authority (DGFiP) initially announced planned to mandate e-invoicing and e-reporting in phases starting July 1, 2024. However, the start date has been postponed by the French Ministry of Economy and Finance. A new starting date is expected to be announced in 2024. > > The French e-reporting system integration feature is available only as a capability within the Electronic Invoicing service.
The Electronic Invoicing service offers a no-code and low-code e-invoicing solution that helps businesses fully automate the electronic invoicing process. This solution issues Sales, Free text, Project, and Advance electronic invoices. It also submits invoices to the authorities for clearance and receives incoming vendor invoices from the authorities.
This feature helps businesses comply with new legal requirements for electronic invoicing in Poland.
", "Feature details": "Poland is introducing legislation to establish the continuous transaction control (CTC) system. The Polish CTC system, called Krajowy System of e-Faktur (KSeF), was made available for all taxpayers in 2022 for voluntary adoption.
To comply with these legal requirements, the following functionality is implemented and available as public preview: Electronic invoicing for Poland.
The Polish Ministry of Finance confirms that the KSeF e-invoicing mandate is scheduled as:
In May 2025, the Polish authorities also published the following updated timeline for releasing the KSeF 2.0 technical specifications and testing availability:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Print the Italian Fiscal Journal as a PDF", "Investment area": "Globalization Studio", "Business value": "This enhancement streamlines financial documentation workflows by enabling faster, more consistent report generation. By leveraging the modernized Italian Fiscal Journal, organizations can ensure alignment with Italian fiscal standards while improving operational efficiency and reducing the time spent on compliance-related tasks. The adoption of Electronic Reporting also helps overcome previous limitations associated with SSRS, particularly around handling larger data volumes and layout flexibility, offering a more scalable and adaptable reporting solution.
", "Feature details": "This release introduces a redesigned version of the Italian Fiscal Journal report, now generated in PDF format using the Electronic Reporting (ER) engine. The new solution replaces the previous SSRS-based implementation and brings several key improvements:
This redesign enhances both the technical robustness and usability of the Italian Fiscal Journal reporting process, making it more adaptable to evolving business and regulatory needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/27/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"de0c4d55-6561-f011-bec2-7c1e52172443", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Enable built‑in prerequisite check in Configuration repository", "Investment area": "Globalization Studio", "Business value": "This feature adds a built‑in prerequisite check to help reduce failed, electronic reporting configuration imports and shorten the implementation time by providing early visibility of required prerequisites directly in the Configuration repository.
Instead of discovering missing dependencies after initiating an import, you can now proactively validate system requirements, including the required Dynamics 365 Finance application version, build number, and configuration dependencies, before importing a configuration version. This prevents avoidable errors, improves user confidence, and accelerates deployment of globalization and reporting updates across environments.
", "Feature details": "This feature adds a built‑in prerequisite validation experience within the Configuration repository page. Before you import an electronic reporting (ER) configuration, you can verify that the system meets all required prerequisites for application version, build, and dependent configurations.
A new Prerequisites FastTab and a Check prerequisites action allow you to proactively confirm compatibility and avoid failed import attempts.
Prerequisites FastTab added to the Configuration repository page.
Check prerequisites button validates:
Improved error messages show explicit prerequisite gaps and guidance.
Import behavior is unchanged when all prerequisites are satisfied.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Customizing query timeouts in Electronic reporting", "Investment area": "Globalization Studio", "Business value": "This feature empowers users to prevent delays and improve system responsiveness by customizing query timeouts in Electronic reporting (ER). It enhances performance, especially for large datasets or time-sensitive reports, making ER more reliable and scalable.
", "Feature details": "The Electronic reporting engine now supports manual configuration of query timeouts during runtime. The default value of 0 retains the system’s standard timeout, but users can now define custom duration for queries in ER runtime, improving flexibility and execution control.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"fa5401e5-c67e-f011-b4cc-7c1e5201b5b7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Include general journal settlements in Polish payment terms report", "Investment area": "Globalization Studio", "Business value": "This feature enhances the accuracy and flexibility of the payment terms in the Commercial Transactions Report for Polish legal entities by addressing a key limitation in how settled transactions are evaluated. By extending support to include General Journal settlements, the solution now reflects a more complete and realistic view of payment behavior, improving compliance with local reporting obligations and reducing the need for manual adjustments.
", "Feature details": "This update introduces a new parameter to the payment terms in the Commercial Transactions Report. The enhancement ensures broader coverage of real-world accounting practices by including additional transaction types in the report logic:
This improvement ensures that the report aligns more closely with actual business practices in Poland, reducing reporting gaps and enhancing data reliability.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4726cfb1-6a61-f011-bec2-7c1e52172443", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Standardize transfer of accounting data for Sweden", "Investment area": "Globalization Studio", "Business value": "This feature introduces a redesigned solution for exporting accounting data in the SIE (Standard Import Export) format, widely used in Sweden for accounting data transfer. The new implementation improves report performance and usability while ensuring compliance with Swedish regulatory standards. By aligning with the SIE specification, organizations can simplify data exchange with auditors, accountants, and tax authorities, reduce manual processing, and support more efficient financial operations. The redesign also addresses previous limitations in scalability and maintainability, offering a more robust and future-ready export mechanism.
", "Feature details": "This release delivers a modernized export capability for the SIE (Standard Import Export) format, supporting legal and operational requirements for financial reporting in Sweden. The solution includes the following enhancements:
This feature ensures that Swedish entities can meet their statutory reporting obligations efficiently while benefiting from a more scalable and maintainable export solution.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cfc25e36-6861-f011-bec2-7c1e52172443", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Unified e‑invoicing integration framework", "Investment area": "Globalization Studio", "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.
", "Feature details": "The unified extensible e-invoicing integration framework extends the existing Electronic Invoicing service by introducing:
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:
Important clarifications (out of scope):
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:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Convert Excel documents to PDF format", "Investment area": "Globalization Studio", "Business value": "This feature makes it easy to convert configurable business documents from Word or Excel formats to PDF format, and it removes the need for external conversion services. To use this feature in Dynamics 365 Finance version 10.0.43 and later, enable the (Preview) In-App PDF conversion for the Configurable Business Documents (CBD) feature in Feature management.
", "Feature details": "This feature uses Application Object Server (AOS) resources to eliminate the need for external conversion services. Using these in-app capabilities ensures efficient and secure document processing to reduce dependency on tools outside of Finance while maintaining high performance and reliability. This enhancement supports a wide range of business scenarios that provide users with the flexibility to generate and distribute professional-grade PDF documents directly within the application.
When you enable the (Preview) In-App PDF conversion for Configurable Business Documents (CBD) feature, you get the following advantages of in-app PDF conversion:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use security enhancements in UK MTD VAT integration", "Investment area": "Globalization Studio", "Business value": "This feature strengthens the security of direct VAT return submissions for companies registered for UK VAT under Making Tax Digital (MTD). By upgrading key submission processes to more secure executable classes, businesses reduce the risk of data breaches and unauthorized access during VAT filings, and ensure safer compliance with UK tax regulations.
", "Feature details": "When you enable the Security enhancements in UK MTD VAT integration feature, UK MTD VAT TEST and UK MTD VAT electronic message processing update automatically to enhance the security of your Dynamics 365 Finance integration for direct VAT return submissions for your UK VAT registration.
The following Web service actions change to Executable class:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Implement 2026 tax changes in electronic invoicing for Brazil", "Investment area": "Globalization Studio", "Business value": "This update includes enhancements to the Brazilian electronic invoicing functionality within the integration with the Brazilian Tax Authorities. It covers the required changes introduced by the tax reform that include adapting the XML generation logic to include new fields, implementing new validation rules, and a transition period during which old and new taxes coexist.
", "Feature details": "Microsoft released layout changes to the Brazilian electronic invoicing functionality in accordance with 2026 tax changes.
The update includes the revision of the NF-e format and its transition to Electronic Reporting to ensure compliance with updated tax rules and classifications. It also introduces the new National (Federal) NFS-e and São Paulo city NFS-e formats for service invoices. All formats are generated using the Electronic Reporting framework. NF-e continues to be submitted to SEFAZ in the same way as previously (in the code in finance and operations apps).
NFS-e and São Paulo NFS-e aren't submitted out of the box; additionally, the XML is not digitally signed. Customization or integration with a third-party solution is required to submit and sign service fiscal documents.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"d5c4f730-76f3-ef11-be20-6045bdff853e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use electronic invoicing in Colombia", "Investment area": "Globalization Studio", "Business value": "This update includes the Colombian electronic invoicing feature for last-mile integration with the Colombian tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process for the outbound flow of e-invoice submissions.
", "Feature details": "Microsoft released the Colombian electronic invoicing feature for last-mile integration with the Colombian tax authorities via the Certification Authorization Provider Edicom. For the electronic invoicing globalization feature for Colombia (outbound flow), you must use Dynamics 365 Finance version 10.0.40 or later.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/17/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0ff3b5e1-2069-ef11-bfe2-000d3a10706d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use electronic invoicing in Costa Rica", "Investment area": "Globalization Studio", "Business value": "This update includes the Costa Rica electronic invoicing feature of last-mile integration with the Costa Rican tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process for the outbound flow of e-invoices submission.
", "Feature details": "In addition to the globalization feature update, this functionality contains code changes in Microsoft Dynamics 365 Finance. The electronic invoicing globalization feature for Costa Rica (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40, build number 10.0.1935.60 or later.
You can import this feature only into the new Globalization Studio. Regulatory Configuration Service (RCS) doesn't support this feature.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"20264096-db54-ef11-a317-00224825204d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use electronic invoicing in Paraguay", "Investment area": "Globalization Studio", "Business value": "This update includes the Paraguayan electronic invoicing feature of the last-mile integration with the Paraguayan tax authorities via the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoice submissions.
", "Feature details": "In addition to the globalization feature update, this functionality contains code changes in Microsoft Dynamics 365 Finance. The electronic invoicing globalization feature for Paraguay (outbound flow) requires that you use Dynamics 365 Finance version 10.0.40, build number 10.0.1935.60 or later.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/17/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a32a7e15-dc54-ef11-a317-00224825204d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "50a470c0-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Finance", "Feature name": "Use electronic invoicing in Uruguay", "Investment area": "Globalization Studio", "Business value": "This update includes the Uruguayan electronic invoicing feature of the last-mile integration with the Uruguayan tax authorities through the Certification Authorization Provider Edicom. It covers the required end-to-end process of the outbound flow of e-invoices submission.
", "Feature details": "Microsoft has released the Uruguayan electronic invoicing feature of the last-mile integration with the Uruguayan tax authorities (DGI) through the Certification Authorization Provider (PAC) Edicom.
Generation of electronic fiscal receipts (CFE) based on the XML standard, with a syntax defined and maintained by the DGI. Submission to the Uruguayan tax authorities via a third-party \"last mile\" connection to Edicom.
For more information, go to Get started with Electronic invoicing for Uruguay.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"638795a4-2269-ef11-bfe2-000d3a10706d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Build agents for finance and operations with Model Context Protocol", "Investment area": "Boost productivity with Copilot", "Business value": "A Model Context Protocol (MCP) server simplifies the experience of adding ERP business logic as actions to an agent. With the MCP server, an agent can orchestrate across actions from multiple systems by using a single standard protocol. Any agent platform that supports the standard protocol, including Microsoft Copilot Studio, can connect to actions and logic in finance and operations apps through the MCP server.
", "Feature details": "The Model Context Protocol is an open standard that connects AI agents to various systems. It standardizes how systems and applications provide context to large language models (LLMs) in agent platforms. With this release, you get an MCP server for Dynamics 365 finance and operations apps. The server includes key actions for Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This setup creates a streamlined experience for connecting any agent platform that supports the standard protocol, including Microsoft Copilot Studio, to the actions and business logic of Dynamics 365 finance and operations apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"01/27/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"9cb4082f-5521-f011-9989-7c1e5282477e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Improved data tools in Dynamics 365 ERP MCP server", "Investment area": "Boost productivity with Copilot", "Business value": "By enabling data tools in the Dynamics 365 ERP MCP server to query data with SQL, the tools can perform additional operations and improve the performance of the queries.
", "Feature details": "The data tools in the Dynamics 365 ERP MCP server currently use OData to query the ERP data. The OData APIs have limitations with data aggregations and query operators, leaving much of the data aggregation to the agent’s large language model rather than deterministic operations in the data retrieval. By moving the data operations from OData to SQL, the tools natively support additional data operators, improving performance and quality of responses for agents.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"67c41b89-71fd-f011-8406-00224832b910", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Enable agents to work with attachments through Dynamics 365 ERP MCP server", "Investment area": "Boost productivity with Copilot", "Business value": "Document attachments provide valuable context and detail about ERP records. Enabling agents to access the attachments opens many opportunities for powerful agentic experiences.
", "Feature details": "Document attachments provide valuable context and detail about ERP records. With this release, the Dynamics 365 ERP MCP server will provide access for agents to work with the attachments by creating, deleting, or reading and reasoning over the content of the attachments in agentic flows.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f3d09aec-76fd-f011-8406-00224832b910", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Stay focused and simplify tasks with Immersive Home and adaptive experiences", "Investment area": "Boost productivity with Copilot", "Business value": "Enable users to efficiently prioritize and complete their most complex tasks, driving productivity. Empower teams with streamlined processes and work with AI agents to enable autonomous operations and proactive job completion.
", "Feature details": "Immersive Home and adaptive experiences empower organizations and individual users alike by providing streamlined, agent-supported workflows and intelligent, context-aware work surfaces that promote productivity and efficient decision-making. Key benefits include:
Maximize productivity with smart agents: Receive actionable recommendations on how to use AI agents more effectively so you can offload routine tasks, reduce manual effort, and focus on high-value work. This boosts individual productivity and helps your organization run more smoothly.
Stay focused on critical tasks: By surfacing the most relevant work items and providing action-ready information directly where it’s needed, these features help you stay focused on the tasks that matter most. They help reduce the time needed to find details and ensure faster task completion, ultimately driving better results for the company.
Adapt to changing priorities for maximum impact: Adaptive prioritization makes sure you always work on the most important tasks first. As priorities change, the system evolves, enabling both users and teams to stay agile and aligned with strategic goals, ensuring maximum business impact.
Gain transparency with agent activity summaries: Active summaries provide full visibility into what agents have accomplished on your behalf. This transparency builds trust in automated processes and lets you quickly understand progress, which saves time and reinforces confidence in the technology.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/06/2025", "GA date":"03/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"7ee8b6f5-856f-ef11-a670-6045bded6f8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/27/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Extend Copilot in finance and operations apps with client actions", "Investment area": "Boost productivity with Copilot", "Business value": "Makers in finance and operations apps can extend and customize Copilot experiences for their application users by adding capabilities through plugins. This capability includes the natural language chat experience of Copilot for finance and operations apps. With this feature, makers can add capabilities to the sidecar chat experience in finance and operations apps that are based on the business logic of the client code. Copilot users enter prompts such as questions or commands and receive a response by directly invoking business logic in finance and operations apps. This capability dramatically expands the capabilities and customization options for Copilot, enhancing the in-app Copilot experience.
", "Feature details": "Copilot in finance and operations apps provides generative AI capabilities in a natural language chat experience in the finance and operations client. Makers of finance and operations apps can extend and customize Copilot to tailor the capabilities and experience to the needs of the organization. You extend Copilot by adding client actions, which are contextual copilot operations that you complete in the flow of a business process in the finance and operations client.
With this release, you can customize the Copilot experience by creating client actions that use finance and operations business logic and code. Copilot responds to prompts in the in-app chat experience with actions that run finance and operations methods in code to determine the response. These capabilities, together with AI actions for finance and operations, enable finance and operations business logic to be used in expanding the capabilities of Copilot in finance and operations in-app experiences.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/26/2024", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"527ca4a7-9e1f-ef11-9f89-000d3a11e031", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "AI actions for finance and operations business logic", "Investment area": "Boost productivity with Copilot", "Business value": "Makers in finance and operations apps need to extend and customize Copilot experiences for their application users by adding capabilities through plugins. This need includes both Copilot for finance and operations apps, which provides the in-app Copilot with a natural language chat experience, and other Copilot experiences across the Microsoft ecosystem, like Copilot for Microsoft 365 and custom copilots.
This feature enables makers to create AI plugins based on the business logic of finance and operations apps for both in-app prompts or actions that users can use in any Copilot experience. These capabilities use the business logic of the application without requiring any specific application context or user interface. With this feature, Copilot users can ask questions in Copilot that the system answers by directly invoking business logic in finance and operations apps. This approach dramatically expands the capabilities and customization options for Copilot.
", "Feature details": "Copilot in finance and operations apps gives you generative AI capabilities through a natural language chat experience in the finance and operations client. Makers of finance and operations apps can extend and customize Copilot to tailor the capabilities and experience to their organization's needs. You extend Copilot by creating AI plugins that add the capabilities you need.
With this release, makers can customize the Copilot experience by creating AI plugins that use finance and operations business logic and code. Copilot responds to prompts with plugins that run finance and operations methods in code to find the answer or action. These plugins use headless actions that don't need a specific context in the finance and operations client. Register these actions in the Dataverse plugin registry to make them available in any Copilot connected to the registry, such as Copilot for Microsoft 365, other Copilot experiences for Dynamics 365 applications, or custom copilots.
These capabilities let you use finance and operations business logic to expand what Copilot can do in finance and operations in-app experiences and across your Copilot ecosystem.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/15/2024", "GA date":"01/26/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"0f31f7d7-3ce7-ee11-904d-00224827e220", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Connect AI agents to finance and operations data and business logic", "Investment area": "Boost productivity with Copilot", "Business value": "The Model Context Protocol (MCP) server provides a standard interface for agents to access the data and business logic of Dynamics 365 finance and operations apps. The server provides a streamlined experience for developing agents that use AI to automate business processes for ERP.
", "Feature details": "This release expands the Dynamics 365 ERP MCP server, providing tools for AI to access nearly all data and business logic operations that are available in the client applications, including extensions and personalization in the environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/18/2025", "GA date":"01/27/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1c55df1d-a28e-f011-b4cc-000d3a5778aa", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Boost agent performance with optimal tool execution paths in Dynamics 365 ERP MCP", "Investment area": "Boost productivity with Copilot", "Business value": "This enhancement to the Dynamics 365 ERP MCP server improves performance and accuracy of tool calls by optimizing the sequence of tool executions for agentic operations.
", "Feature details": "With the dynamic tools of the Dynamics 365 ERP MCP server, large language models often have multiple options for tool calling sequences to perform an operation or retrieve data. The orchestration can select the tool execution sequence and can include more tool calls than are required. This enhancement to the MCP server improves performance and accuracy of the server response by enabling the server to use optimal tool execution sequences to perform operations.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b8f0986f-6ffd-f011-8406-00224832b910", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Ask about your ERP data in natural language", "Investment area": "Boost productivity with Copilot", "Business value": "Users get quick answers from their enterprise data by asking agents in natural language chat.
", "Feature details": "Makers can add Dataverse virtual tables for finance and operations apps as knowledge sources to agents in Microsoft Copilot Studio. With this capability, users can ask questions in natural language during their agent chat experiences and get answers from their enterprise business data in finance and operations apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/21/2025", "GA date":"01/26/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"731e5a72-fc9d-ef11-8a69-6045bded42de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Open records in Dynamics 365 ERP applications with deep links from copilot responses", "Investment area": "Boost productivity with Copilot", "Business value": "Users receive transparency, traceability, and trust in copilot chat experiences with citations and deep links to ERP records in the copilot responses.
", "Feature details": "The Dynamics 365 ERP MCP server enables copilots to respond to prompts related to data across the Dynamics 365 ERP suite of applications. Users expect visibility into how copilot responses relate to the underlying business data and system records. With this release, copilot responses generated from the Dynamics 365 ERP MCP server will include deep links to the data used to generate the response, improving transparency, traceability, and trust in the AI-generated responses.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"908b8445-77fd-f011-8406-00224832b910", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Build custom scenarios with Archive Framework", "Investment area": "One Dynamics One Platform", "Business value": "This capability empowers customers to address unique regulatory, operational, and business-specific data retention needs without waiting for scenarios delivered by Microsoft. By using the Archive Framework, customers can build their own custom archive solutions that cover custom tables in Dynamics 365. This approach can reduce custom engineering effort, lower operational risk, and accelerate compliance with local or industry-specific requirements.
", "Feature details": "This feature allows customers to implement and run custom archive scenarios that natively leverage the Archive Framework’s orchestration and data management capabilities.
Custom scenarios integrate with existing archive job creation, scheduling, and execution flows, ensuring consistency with first-party archive behavior. Validation enforces framework standards for configuration, execution, and retention policies, while providing flexibility to model customer-specific data domains. As a result, customers gain a supported, extensible path to archive non-standard data sets using the same enterprise-grade architecture trusted for core Dynamics 365 archival scenarios.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f879a7cf-4e0c-f111-8407-000d3a57304d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e30c6971-52c8-e911-a968-000d3a4f3883", "Product name": "Finance and Operations cross-app capabilities", "Feature name": "Enable parallel processing for Archive long‑term retention job execution", "Investment area": "One Dynamics One Platform", "Business value": "This feature introduces Parallel execution for Archive long‑term retention jobs, enabling the system to execute multiple Archive long‑term retention jobs in parallel based on a legal entity under the same archive scenario. By leveraging parallelism, long‑term retention throughput will increase, dramatically reducing overall archive duration and minimizing impacts on production systems.
", "Feature details": "The Parallel execution for Archive long‑term retention jobs feature delivers a major scalability upgrade to the archival framework by enabling parallel processing across job creation, marking, and scheduling. Each archive job remains aligned to the existing architectural principle of being defined per legal entity and per contract type (for example, General Ledger, Tax Transactions, or Sales Order), but the execution pipeline is now partitioned and processed concurrently to reduce total archive duration.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"95d0f894-a106-f111-8406-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Make procure-to-pay purchasing decisions with Copilot help", "Investment area": "Copilot and AI innovation", "Business value": "Businesses using procure-to-pay processes regularly receive new information and customer requests that require purchasing agents to update existing purchase orders. Dynamics 365 Supply Chain Management now provides a conversational AI experience that helps purchasing agents handle these changes efficiently while also identifying ripple effects on downstream processes such as planned production, service work, or sales orders.
", "Feature details": "Deciding how best to react to purchase-order changes can be time-consuming, especially when it comes to assessing the impact of each change and collaborating with stakeholders to mitigate the issue or take alternative procurement decisions. With many signals coming in, agents often struggle to identify and understand the overall impact and can sometimes make suboptimal decisions or overlook ripple effects that could otherwise have been prevented. Copilot provides purchasing agents with a conversational experience that helps them make better purchasing decisions in the light of fresh information or changes regarding purchase orders. The conversational experience helps purchasers focus on the relevant changes and act efficiently.
Key benefits include intelligent decision-making support, streamlined change management, improved stakeholder collaboration, and effective risk mitigation. This integration not only boosts operational efficiency but also enhances decision quality, leading to increased agility and resilience in supply chain operations. Consequently, businesses can expect improved profitability and a competitive edge in the market.
The following image shows an example of the user interface.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"cb7a6b43-7804-ee11-8f6e-002248255405", "GeographicAreasDetails":"This feature will be released into the following Microsoft Azure geographic area:
Copilot gives demand planners in-product guidance and forecast insights. With natural language, demand planners can explore trends, anomalies, and influencing factors. This capability helps demand planners in Dynamics 365 Supply Chain Management make informed decisions, improve forecast accuracy, and optimize supply chain operations.
", "Feature details": "Copilot cursor prompts in demand planning help you explore a specific data point or data range in a forecast or time series. They provide a set of predefined questions that you can ask Copilot. Copilot returns insights into notable shifts (both positive and negative), trends, and anomalies across multiple dimensions. Copilot replies with natural-language summaries and visuals, which make it easy for you to digest the information and use it to make informed decisions.
The following illustrations show examples of Copilot cursor prompts and results.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/30/2024", "GA date":"10/31/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b0f1b2d8-0952-ee11-be6f-000d3a574251", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Optimize placement of on-hand inventory for efficient picking", "Investment area": "Copilot and AI innovation", "Business value": "Dynamics 365 Supply Chain Management now includes autonomous demand analysis and intelligent re-slotting, so logistics teams can keep inventory aligned with real-time demand. The system continuously analyzes data and automatically adjusts warehouse layouts, so high-demand items are always in the most accessible locations. This capability reduces pick times, increases outbound throughput, and helps teams respond faster to demand shifts and seasonality patterns. For logistics leads, this capability means smoother operations, lower costs, and faster, more accurate order fulfillment.
", "Feature details": "Dynamics 365 Supply Chain Management now analyzes demand changes autonomously and suggests or performs re-slotting and workflow reconfigurations to enable the fastest possible picking, regardless of demand fluctuations. With these improvements, organizations can ensure that inventory is continuously optimized for the highest picking velocity.
With the new functionality, you get significantly reduced pick times, increased throughput in outbound operations, and a more agile response to shifting market demands.
These improvements lower operational costs, improve order accuracy, and enhance customer satisfaction with faster fulfillment cycles.
This feature transforms your business by lowering operational costs, improving order accuracy, and enhancing customer satisfaction. Your warehouses perform better and are ready to handle future demands.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"2cf70d63-d345-f011-877a-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Keep conversations going with Copilot follow-up questions", "Investment area": "Copilot and AI innovation", "Business value": "Finance and operations apps already offer innovative, in-product, AI-based, contextual help with Copilot. Now, you can keep the conversation going with a single click by selecting from a short list of likely follow-up questions that Copilot automatically generates based on your previous queries. When you select a question, you get related information without needing to create a new query. This feature makes learning to use the application more efficient and intuitive.
", "Feature details": "The conversational help and guidance experience in Microsoft finance and operations apps uses Copilot to help you quickly and easily learn how to work with your app. Copilot accepts natural-language queries and returns conversational results. Now, Copilot can also provide a list of likely follow-up questions to help you keep the conversation going. Select a question to see more results.
This feature runs in the Copilot sidecar user interface and supports many types of searches that the sidecar offers. It uses AI to generate suggested questions and displays them as a list of clickable items. When you ask a question, Copilot analyzes it and presents its natural-language response. It also adds a list of related questions that other users typically ask after a similar search.
By integrating this feature into the generative help and guidance experience, all users benefit from a more intuitive and efficient way to find information. The feature is automatically enabled and seamlessly incorporated into the Copilot sidecar with no extra setup.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/31/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"2a9d4375-6429-ef11-840a-6045bda70744", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Automate procure-to-pay tasks with Procurement Agent supplier communications", "Investment area": "Copilot and AI innovation", "Business value": "For many businesses, a large part of the procurement process is still manual. This process includes collaborating and following up with vendors, manually updating purchase orders, and managing change requests. The Procurement Agent supplier communications feature helps purchasers save time by automating manual and repetitive tasks based on user-defined rules. The agent helps you achieve a resilient and efficient supply chain and increase procurement productivity.
", "Feature details": "Purchasers spend a lot of time manually checking incoming emails, assessing the status of each purchase order, replying to suppliers, following up with suppliers, and updating systems. Procurement Agent supplier communications functionality helps purchasers by providing the following features:
Follow up with vendors on purchase orders: The agent can automatically draft ready-to-send emails that ask a vendor about the status of a delayed order or remind a vendor to confirm a purchase order.
Speed up purchase order updates based on incoming vendor emails: The agent automatically reads your email inbox to analyze communications from your vendors. It finds messages related to purchase orders. It analyzes these messages with organizational data to identify purchase order confirmations and change requests. The agent runs automated tasks based on your user-defined rules.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Gain cell-level explainability in demand forecasts", "Investment area": "Copilot and AI innovation", "Business value": "Gain a clear understanding of your demand forecasts with detailed insights into forecasted values, including historical sales, external signals, and manual adjustments. Make confident, data-driven decisions to optimize your strategies.
", "Feature details": "Demand planning in Microsoft Dynamics 365 Supply Chain Management now includes a grid cursor Copilot that provides insights into the value shown in any cell of a forecast. This capability is available for all users. By selecting the Copilot icon when hovering over a cell in the forecast grid, you get a decomposed visual view of the forecasted value, which shows both the baseline forecast and all manual adjustments. You see adjustments and comments in a chronological timeline, so you can easily understand how the cell evolved from its initial forecast to the current final value.
The following screenshots show how the grid cursor Copilot provides insights into a selected forecast cell.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/31/2025", "GA date":"08/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"de14ae67-e495-ef11-8a69-6045bdee018d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Autodetect and analyze seasonality patterns in demand forecasts with generative insights", "Investment area": "Copilot and AI innovation", "Business value": "Generative insights in demand planning enhance forecasting accuracy by clustering data according to automatically detected seasonal patterns. This accuracy leads to more informed decision making, optimized inventory management, and reduced costs related to overstocking or stockouts. When you use generative insights, you can better meet customer demand, improve service levels, and gain a competitive edge in the market.
", "Feature details": "Demand planning in Supply Chain Management now includes generative insights, which provides two metrics: seasonality and signal correlation. We plan to add more metrics in future releases. Generative insights evaluates forecast data using both metrics. It clusters data based on the seasonality patterns it detects.
For each seasonality cluster, generative insights gives a meaningful name and a confidence score. Each cluster shows its relative size compared to the full data set by the number of planning objects and the planned volume. Select a dimension to see a dynamic breakdown of the top five contributors within each cluster for that dimension.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/30/2025", "GA date":"08/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"484738b5-8379-ef11-ac20-7c1e521b8a6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Analyze demand using generative insights for better planning", "Investment area": "Copilot and AI innovation", "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.
", "Feature details": "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.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"1a078e36-bb30-f011-8c4d-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Trace and solve quality issues with Copilot", "Investment area": "Inventory and logistics", "Business value": "Effective quality assurance and issue mitigation help businesses earn customer trust. When quality assurance professionals find an issue, it can take time to identify the cause. They need to trace the history of manufacturing activities that produced the faulty items. They also need to identify specific batch and serial numbers for the relevant components and finished products. To fully understand the issue, they combine this information with related data such as manufacturing time and unexpected consumption patterns. Dynamics 365 Supply Chain Management now includes a copilot that uses artificial intelligence to collect and summarize all the relevant information in just a few seconds.
", "Feature details": "The Traceability add-in for Dynamics 365 Supply Chain Management tracks manufacturing activities against the serial and batch numbers of specific components and the related finished goods. When quality issues occur, Copilot quickly collects all the relevant details from both the Traceability add-in and Supply Chain Management. It summarizes product status, tracks custody, and analyzes deviations related to the impacted products. This capability helps companies resolve quality issues quickly. It also helps improve overall manufacturing performance efficiency by finding correlations between specific component batches and manufacturing delays.
With Copilot activity summaries:
The activities page in Supply Chain Management includes a Copilot-generated summary of recent activities and a full list of activity details. Copilot provides an activity summary that highlights the related item's status, plus any other information. From there, users can drill down into the activity to find related details. The summary for each activity provides instant access to key information such as location, time, items, workers, vendors, and more.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/14/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"2a9f2e65-fce0-ee11-904d-000d3a574251", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance discrete manufacturing costing", "Investment area": "Inventory and logistics", "Business value": "Many international discrete manufacturing companies are required to implement parallel inventory accounting practices for standard cost (based on a single document) using multiple currencies or cost calculation methods. In addition, discrete manufacturers need a comprehensive and practical solution to cover as many business scenarios as possible. Interactive and informative Power BI report templates provide vital evidence for management to analyze and use to make strategic and tactical changes in the future.
", "Feature details": "This enhancement for the Global Inventory Accounting Add-in for Dynamics 365 Supply Chain Management enables discrete manufacturing companies to perform accurate parallel inventory accounting practices for standard cost (based on a single document) using multiple configurations. This release enables you to:
This feature is turned on by default because it provides an essential enhancement to existing functionality. It's listed as Evaluate costs in discrete manufacturing using standard cost in the Feature management workspace, where you can turn it off if needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"09edd3eb-80c8-ed11-b597-00224827e8f9", "GeographicAreasDetails":"", "Last Gitcommit date":"03/06/2024" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Evaluate discrete manufacturing costs using standard cost", "Investment area": "Inventory and logistics", "Business value": "Many international discrete manufacturing companies are under pressure to comply with both local generally accepted accounting practices and statutory accounting principles (inventory financial reporting standards), even when these conflict with one another. In addition, companies or their subsidiaries may need to account for inventory cost using both a local, fluctuating currency and a solid second currency for statutory compliance. Finally, companies may need to use the standard cost valuation method internally plus another valuation method required by their local country or region. Manufacturing companies can now use the Global Inventory Accounting Add-in for Microsoft Dynamics 365 Supply Chain Management to perform parallel inventory accounting practices using standard cost (based on a single document).
", "Feature details": "This enhancement for the Global Inventory Accounting Add-in enables discrete manufacturing companies to perform parallel inventory accounting practices using standard cost (based on a single document) and multiple currencies. This enables you to:
The collection of features included in this release supports several typical use cases. In future releases, we will continue to expand this functionality to further enhance support for discrete manufacturers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/28/2024", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"99add1f9-d415-ee11-8f6e-00224827eb85", "GeographicAreasDetails":"", "Last Gitcommit date":"08/09/2023" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Allow net price in Unified pricing management", "Investment area": "Inventory and logistics", "Business value": "This feature enhances the Unified pricing management module by adding support for negotiated final prices in trade agreements. With this feature, you can define sales prices directly, with or without price adjustments, and explicitly prevent the application of extra discounts. This functionality ensures accurate discount-exempt pricing that aligns with your contractual or wholesale pricing needs. In some situations, you negotiate a trade agreement price with customers and treat that price as an exclusive final price without discounts. Unified pricing management lets you set sales prices as negotiated net prices without considering discounts.
", "Feature details": "This feature enhances the Unified pricing management module sales trade agreement pricing experience by allowing pricing administrators to define:
The feature supports the following key use cases:
This functionality is especially relevant in B2B, channel sales, and regulated pricing models, where discount logic doesn't alter the agreed price.
This feature provides the following key capability:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance supply chain traceability with tracking attributes", "Investment area": "Inventory and logistics", "Business value": "Tracking attributes enhance supply chain traceability. They help stakeholders, such as quality managers, sales managers, and production managers, analyze deviations by using captured data. Stakeholders can now get lists of product serial numbers or batch numbers based on business activities and tracking attribute data.
", "Feature details": "You can configure data collection and assign it to specific activity types and codes to store measurements and attributes for tracking and tracing. With this configuration, you can monitor and manage various activities within the supply chain.
The system also enables you to retrieve all measurements and attributes related to each serial number, batch number, asset number, or lot number. This retrieval process ensures that you can access all relevant data for analysis and decision-making.
You can perform a where-used search to retrieve impacted products based on specific measurements and attributes. For example, you can retrieve all impacted VIN numbers for Model Y vehicles that you produced between August 23, 2024, and September 25, 2024, where the painting temperature was below 80 degrees. This capability helps you identify and address potential issues in the production process.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/30/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"a644ad29-698b-ef11-ac21-7c1e5249d4d6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance vendor rebate management", "Investment area": "Inventory and logistics", "Business value": "Vendor rebate management clerks can resubmit and edit vendor rebate deals. Source transaction vendors can reconcile their company output, such as accounts payable invoices, which adds flexibility.
", "Feature details": "The key capabilities that provide approval and reconciliation flexibility include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Automate production reporting with electronic sensors", "Investment area": "Manufacturing and asset management", "Business value": "Automated reporting gives you live insights into production progress, eliminating manual updates and boosting accuracy. Your team sees completed units right away, so you can run a more reliable and efficient shop floor.
", "Feature details": "This feature adds a new auto-reporting scenario for Sensor Data Intelligence. It allows manufacturers to augment production equipment by adding electronic sensors that automatically report production progress (such as report as finished) directly to Supply Chain Management. Admins configure the system by mapping each progress-tracking sensor to a specific machine resource and operation, choosing reporting intervals, and assigning unit-conversion factors.
Because the sensors report progress as it happens, workers using the production floor execution interface get real-time visibility into completed units. The solution supports two‑level unit tracking—such as pieces per box and boxes per pallet—for flexible use across various packaging setups. Shop-floor workers remain empowered to switch to manual reporting at any time if needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/30/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"3a98b87a-b5fd-f011-8406-000d3a991977", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Track and trace serial and batch numbers for manufacturing", "Investment area": "Manufacturing and asset management", "Business value": "Dynamics 365 Supply Chain Management provides an effective, accurate, and high-performance process for tracking serial and batch numbers of components and finished goods. This process helps manufacturers comply with industry standards and regulations. It also helps ensure the quality of processes such as maintenance, warranty, and recalls.
", "Feature details": "Dynamics 365 Supply Chain Management now enables manufacturers to:
To enable these features, Supply Chain Management connects to the supply chain traceability service. Supply Chain Management helps workers scan barcodes with serial and batch numbers and lets supervisors view and edit tracking details. The supply chain traceability service provides high-performance traceability and can connect to many other data sources as needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/26/2024", "GA date":"03/14/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"db960cab-c850-ee11-be6f-000d3a57434b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Gain quality-management insights with analytics dashboards", "Investment area": "Manufacturing and asset management", "Business value": "Gain clear visibility into quality performance across processes and sites. By tracking KPIs and trends in real time, you can address issues proactively, strengthen compliance, reduce defects, and continuously improve efficiency and product quality.
", "Feature details": "This feature uses business performance analytics to provide out-of-the-box dashboards and KPIs for quality processes. It aggregates quality data into analytics-ready models and presents it through interactive dashboards that help you track compliance, defect rates, and process performance. Built-in KPIs and insights support root-cause analysis, trend monitoring, and data-driven decision-making to improve quality outcomes and operational efficiency.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"b1743015-3b1d-f111-8341-0022482aa069", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enable quality control with acceptance sampling", "Investment area": "Manufacturing and asset management", "Business value": "Improve quality and reduce inspection time and costs by applying acceptance sampling, a statistical method based on industry standards, to determine optimal sample sizes and pass or fail criteria. This method enables efficient, risk-based quality control while minimizing manual effort.
", "Feature details": "This feature uses quality orders to perform acceptance sampling.
With acceptance sampling, workers inspect a statistically determined sample size of products to identify defects. Workers categorize each defect as critical, major, or minor. A code letter and a master sampling chart based on ISO and ANSI industry standards define the sample size and allowable defect counts for each category.
With this feature, you can:
Generate an acceptance sampling chart (image 1), which consists of a code letter chart (image 2) and an acceptable quality limit chart (image 3). The acceptable quality limit chart provides supporting data from a predefined template. Administrators can edit these templates.
Create a quality association that includes item sampling and test groups, with tests classified by defect type (critical, major, or minor). This configuration enables automatic generation of quality orders for acceptance sampling (image 4).
Print a test report that includes defect thresholds by category, test results, and a clear indication of whether the lot passes or fails inspection (image 5).
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Achieve regulatory compliance and quality excellence", "Investment area": "Manufacturing and asset management", "Business value": "Integrate advanced quality management capabilities across the supply chain. This integration fosters continuous improvement, customer satisfaction, regulatory compliance, and quality excellence. Advanced quality management minimizes reliance on third-party quality management solutions. It ensures adherence to regulations, enhances product quality, and boosts customer satisfaction. This solution also fosters continuous improvement and risk mitigation through a feedback-driven strategy.
", "Feature details": "Advanced quality management integrates throughout the Supply Chain Management solution. Key features include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enable quality control with sample management", "Investment area": "Manufacturing and asset management", "Business value": "Sample management helps manufacturers keep product quality consistent, lower compliance risks, and make traceability better. With these benefits, manufacturers can efficiently meet regulatory standards and customer expectations.
", "Feature details": "With sample management, you can:
Define a plan for sampling finished goods that you produce with production or batch orders. Set how often to take samples, such as one sample from every 10th produced batch or license plate. You don't track samples in inventory. Instead, you define their lifecycle.
Define a plan for testing samples by using quality orders. Set how often to test the samples, such as testing every seventh sample.
Block the portion of produced goods that you didn't test. When a quality order passes, you automatically release the portion of produced goods.
Keep track of samples throughout their lifecycle, from creation to disposal.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/30/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Run Planning Optimization on Azure operated by 21Vianet", "Investment area": "Planning", "Business value": "Companies in China running Microsoft Dynamics 365 Supply Chain Management on Microsoft Azure operated by 21Vianet can now boost planning speed and efficiency by implementing the new service-based Planning Optimization planning engine. Planning Optimization is an efficient, external service that replaces the previous built-in planning engine for Supply Chain Management.
", "Feature details": "Planning Optimization is a fast, scalable, cloud-based planning engine for Microsoft Dynamics 365 Supply Chain Management. It enhances master planning efficiency and responsiveness to empower planners with quicker, more dynamic insights. It's been available on Microsoft Azure in many locations and is now available in China through Azure operated by 21Vianet. Compared to the now deprecated built-in planning engine, Planning Optimization offers the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Calculate capable-to-promise quantities in real time", "Investment area": "Planning", "Business value": "Give customers realistic dates for when you can deliver specific goods. For each sales line, enter a date that accounts for existing on-hand inventory, production capacity, and transportation times.
", "Feature details": "Capable-to-promise (CTP) calculations in Dynamics 365 Supply Chain Management now consider both materials and resources when calculating delivery dates. This information is essential for assemble-to-order or make-to-order businesses. CTP calculations include all the components, purchases, transfers, and capacities needed to manufacture any specific item. You can run these calculations for any selected sales order line.
With accurate confirmed ship and receipt dates, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Collaborate on supply plans within and across teams", "Investment area": "Planning", "Business value": "Master planning is a complex process that considers many factors when deciding which goods and materials to order to keep the business running smoothly. Multiple supply planners, production planners, material managers, and other stakeholders participate in the process. As a result, users working within and across teams often collaborate while entering relevant data and preparing and reviewing each plan.
To collaborate effectively, all contributors need access to the same up-to-date information. Dynamics 365 Supply Chain Management now provides greatly improved support for master planning collaboration because it continuously recalculates your master plans and refreshes them after each change. All planners and other stakeholders see the latest, fully optimized planning results as they evaluate and update each plan.
", "Feature details": "Master planning calculations use a lot of computer resources. To save resources, companies usually schedule these calculations to run overnight when the system isn't busy. This scheduling gives you a new set of optimized plans to review at the start of the next business day. Supply planners, production planners, and material managers can review and update each master plan throughout the day to handle new issues, like material delays, machine breakdowns, or changing priorities. As the day goes on, each modified plan becomes less optimized and harder to work with until the system recalculates the plans overnight.
Because the planning engine in Supply Chain Management works in parallel with the rest of the system, it can recalculate master plans during the day without affecting overall system performance. All collaborators always have access to freshly optimized supply plans. This approach ensures the best use of materials and capacity, and it minimizes delays when providing products to customers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/12/2024", "GA date":"12/27/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"de184717-5251-ee11-be6f-00224827e576", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Protect confirmed CTP dates with Planning Optimization", "Investment area": "Planning", "Business value": "Protect your confirmed delivery dates with confidence. When you use capable to promise (CTP) for delivery date control with Planning Optimization, this feature ensures your commitments stay reliable, thereby preventing last-minute changes or manual fixes. You keep customer trust high and reduce the time spent adjusting orders or reallocating resources.
", "Feature details": "Planning Optimization is the new high-performance planning engine for Dynamics 365 Supply Chain Management. With this feature, Planning Optimization now protects material and capacity allocated to sales order lines with delivery dates confirmed through capable to promise (CTP). You prevent reallocation of resources to newer orders, so your confirmed delivery dates stay reliable, and customer commitments are honored.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b3f28167-43ea-f011-8544-000d3a1516b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance demand forecasts with multiple data inputs", "Investment area": "Planning", "Business value": "The latest demand planning enhancements in Dynamics 365 Supply Chain Management allow you to create forecasts that consider the impacts of multiple inputs, including historical sales data, inflation, pricing, weather, and more. These tools help you optimize your supply chain and achieve better financial outcomes.
", "Feature details": "Demand planning in Supply Chain Management helps you forecast demand using diverse data sources and signals. The latest updates enhance forecast accuracy, enabling you to optimize your supply chain and improve financial outcomes.
New capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance your demand forecasting and planning", "Investment area": "Planning", "Business value": "The latest enhancements for demand planning in Dynamics 365 Supply Chain Management provide new insights into your supply chain planning. Use these insights to help optimize your supply chain and improve your financial outcomes.
", "Feature details": "Demand planning in Supply Chain Management helps you plan and forecast demand based on various data sources and signals. The app now provides capabilities that enhance the accuracy of the demand forecast so you can better optimize your supply chain and boost your financial outcomes.
All the new capabilities are available by default. Use each capability as needed with your new and existing forecasts to help improve accuracy. The new capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance your demand forecasting and planning", "Investment area": "Planning", "Business value": "The latest enhancements for demand planning in Microsoft Dynamics 365 Supply Chain Management give you new insights into your supply chain planning. Use these insights to optimize your supply chain and improve your financial results.
", "Feature details": "Demand planning in Microsoft Dynamics 365 Supply Chain Management helps you plan and forecast demand using various data sources and signals. This release enhances the app by adding the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Implement lean manufacturing, catch weight, and step consumption", "Investment area": "Planning", "Business value": "The Planning Optimization planning engine helps businesses streamline their planning processes, lower costs, and improve service levels by creating fast and accurate supply plans. This planning engine makes the supply chain more agile and responsive. Planning Optimization now includes features that let companies using lean manufacturing, catch weight pricing and measurement systems, and step consumption with process manufacturing benefit from this planning engine.
", "Feature details": "Planning Optimization provides the features that support the following business processes:
Lean manufacturing: A production philosophy that maximizes value for customers while minimizing waste. It comes from the Toyota production system and focuses on continuous improvement and operational efficiency.
Catch weight: A pricing and measurement system used mainly in the food industry. Products are sold based on their actual weight instead of a predetermined fixed weight. This system is important for items that naturally vary in size and weight, such as meat, seafood, and fresh produce.
Step consumption: Manages material consumption to accommodate non-linear consumption rates that are based on production quantities.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Approve POs and requisitions from mobile device", "Investment area": "Procurement", "Business value": "Many businesses use approval workflows to ensure that all new purchase requisitions and purchase orders are valid, within budget, and aligned with business practices and standards. However, this extra layer of security can sometimes delay the purchasing process. To address this challenge, Dynamics 365 Supply Chain Management offers a mobile approval experience that brings flexibility, efficiency, resiliency, and responsiveness to the approval process.
", "Feature details": "Users who approve purchase requisitions and purchase orders can now respond to approval workflow tasks from their mobile devices. Procurement approval activities include approvals related to purchase requisitions, requisition lines, purchase orders, and order lines.
The mobile app shows an overview of the user's assigned approval tasks and due dates. From there, the user can open details for each purchase requisition and purchase order to approve, all without switching context. After reviewing the context and details of an approval request, the user selects the appropriate response option. The user chooses from the approval options configured for the workflow: approve, reject, request change, or delegate to another user.
For information about how to prepare your Supply Chain Management and Dataverse environments to support the Approvals Management mobile app and how to install the app on your mobile devices, see Onboard the Approvals Management mobile app.
The following screenshots show examples of how the app looks when running on a mobile device.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/29/2024", "GA date":"10/30/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f6197485-7cc9-ed11-b597-000d3a57416d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Integrate contract lifecycle management in source to pay", "Investment area": "Procurement", "Business value": "With flexible integration to external contract lifecycle management systems, businesses can efficiently manage the creation and management of contract lifecycles with suppliers in their source-to-pay process. Purchase agreements stipulated in the contracts integrate seamlessly with operations such as applying the correct terms and pricing.
", "Feature details": "Contract lifecycle management (CLM) is a key element of the source-to-pay process. Dynamics 365 Supply Chain Management now provides a platform that makes it easy to integrate with an external CLM system. The feature supports out-of-the-box rules and integration points for interacting with CLM. The integration supports purchase agreements and non-disclosure agreements. It uses master data from Supply Chain Management.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/25/2024", "GA date":"04/04/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"89d13b12-d952-ee11-be6f-000d3a570dcd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Manage supplier relationships with Supplier Engagement", "Investment area": "Procurement", "Business value": "With the Supplier Engagement app, procurement professionals can manage supplier relationships for all legal entities from one workspace. Procurement professionals can view supplier performance, schedule appointments, and manage many other aspects of their supplier relationships. A new supplier portal gives suppliers a better experience when onboarding and engaging with procurement professionals. The portal supports collaboration throughout the relationship, including during requests for quotation, purchase ordering, and invoicing.
", "Feature details": "The new Supplier Engagement application gives you a Microsoft Power Apps experience that integrates with Dynamics 365 Supply Chain Management and Dynamics 365 Finance. With this app, you can manage both strategic and tactical areas of your supplier relationships. You can schedule appointments, track performance, schedule supplier reviews, and manage prospective suppliers who aren't registered yet.
The experience also includes a supplier-facing portal based on Microsoft Power Pages. The new supplier portal supports many facets of the supplier relationship, ranging from tactical to operational and transactional aspects. It helps new suppliers onboard and enables existing suppliers to engage with your company through transactions such as requests for quotation (RFQs), managed bidding, purchase orders, and invoices. The supplier portal works with the existing vendor collaboration capabilities in Supply Chain Management.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"8f8d3f77-d7e1-ee11-904d-00224827eb85", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/31/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Calculate prices for external systems through API", "Investment area": "Sales and marketing", "Business value": "Empower external applications to retrieve accurate, real-time pricing and discount calculation results directly from Supply Chain Management. Seamlessly integrate pricing logic into your sales channels to enhance quoting and pricing consistency.
", "Feature details": "The new pricing calculation API allows external systems to programmatically retrieve active prices or price quotes directly from Supply Chain Management. Based on key input data provided by the external system—such as product and customer details—Supply Chain Management provides real-time pricing and discount calculation results.
The API returns a product’s calculated price, including simple discounts. It doesn't calculate multiline discounts and assumes that each product in a request has a quantity of one.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9f0c88a7-75bf-f011-bbd3-000d3a1b2369", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Link pricing decisions to demand forecasts", "Investment area": "Sales and marketing", "Business value": "Gain insight into how your pricing and promotion changes will impact sales volumes so you can make smarter, data-driven decisions that boost revenue and reduce inventory risks.
", "Feature details": "See the impact of your price and promotion changes. This out-of-the-box integration connects Unified pricing management with Demand planning, automatically syncing all price and promotion updates. You get forecasted sales quantities from Demand planning, right in your pricing workflow, so you can see how your decisions affect future demand—no custom connectors or manual steps needed.
Once you update prices or promotions in Unified pricing management, the integration takes care of the rest, pushing changes to Demand planning and surfacing the predicted sales volumes directly to you.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2b5ef774-abfd-f011-8407-6045bdefe88e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Simulate prices based on sales order line attributes", "Investment area": "Sales and marketing", "Business value": "Improve pricing accuracy and flexibility by simulating and validating price variations based on specific order line attributes.
", "Feature details": "You can now include sales order line attributes—such as package type or warranty type—as price attributes within the price simulator.
This enhancement allows you to simulate pricing scenarios where the same SKU and customer may have price variations driven by different order line attributes.
By marking these line attributes for simulation, you can more accurately test and validate pricing outcomes, providing greater flexibility and control over price differentiation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/26/2026", "GA date":"03/17/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cc7586c4-71bf-f011-bbd3-000d3a1b2369", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Optimize pricing data import and export workflows", "Investment area": "Sales and marketing", "Business value": "Make your pricing data imports and exports faster, more reliable, and easier to automate. These enhancements to the Unified pricing management data entity reduce rework and improve performance, so you can move pricing configurations seamlessly across environments.
", "Feature details": "This update delivers a refined data entity for importing and exporting Unified pricing management pricing rule data. It enhances data management framework (DMF) mappings, data validations, and staging performance.
The entity now supports clearer column semantics for price attributes and rule components, improved default mappings, and better error surfacing during high volume loads.
These improvements streamline data imports and exports, reduce rework, and enable recurring jobs and data packages to move pricing configurations safely across environments.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/26/2026", "GA date":"03/13/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"dfb4ce81-64bf-f011-bbd3-000d3a1b2369", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Manage pricing rules using a generic base currency", "Investment area": "Sales and marketing", "Business value": "Streamline your global pricing strategy by setting trade agreement prices in one base currency. The system handles automatic conversions to transaction currencies, ensuring consistency and reducing complexity across markets.
", "Feature details": "Global enterprises and multi-entity organizations can simplify pricing rules, reduce duplication, and maintain financial consistency across markets with this feature.
You can define a centralized price list in a generic base currency, avoiding the need to duplicate it for each transaction currency. At runtime, the system automatically converts the generic currency price into the transaction currency using the latest exchange rates. This feature is ideal for managing tens of thousands of SKUs across diverse markets, ensuring consistency and control by anchoring prices to a stable reference currency.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/26/2026", "GA date":"03/13/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f7f7de52-63bf-f011-bbd3-000d3a1b2369", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Find products using external identifiers when creating orders", "Investment area": "Sales and marketing", "Business value": "You can now improve order accuracy and speed up fulfillment by letting your order processors search for products using familiar external identifiers. Whether you're working with globally recognized codes like GTIN, UPC, or EAN, or customer-specific product IDs, your team can find products faster and reduce entry errors. This streamlines your operations and supports seamless integration with marketplaces and supplier systems.
", "Feature details": "Enhance product discoverability and streamline integrations by letting order processors find products based on external item identifiers. External identifiers are product names or IDs that differ from those used internally at your company.
External identifiers could be globally recognized codes (such as GTIN, UPC, EAN, ISBN or MPN) that uniquely identify products across systems, suppliers, and marketplaces. This capability is especially valuable in e-commerce, inventory management, and API-based integrations, where consistent product referencing is critical. Alternatively, you can set up customer-specific identifiers to make it easier to communicate with specific customers using the names and IDs that they are accustomed to using internally at their companies.
Once your external identifiers are set up, order clerks/processors can use them to search for products when adding lines to a sales order. This improves accuracy during order entry, reduces mismatches, and supports seamless data exchange with third-party platforms like marketplaces or supplier catalogs. It also enhances the user experience by enabling faster, more reliable product lookup and supports compliance with marketplace listing standards.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"09/12/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e8b0c09d-d93b-f011-b4cc-7c1e521a9c2c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Calculate prices and discounts without creating sales orders", "Investment area": "Sales and marketing", "Business value": "You can now use Unified pricing management to get accurate pricing and discount information without having to create sales orders. This streamlines your quoting process, speeds up customer responses, and makes it easier to integrate pricing calculations with external selling systems. Whether you're preparing quotes or need real-time pricing for external applications, you'll save time and deliver faster, more accurate responses to your customers.
", "Feature details": "Unified pricing management in Dynamics 365 Supply Chain Management can now calculate customer and volume-specific prices and discounts without requiring you to create a sales order. This capability is useful both when creating quotes and when integrating with external selling systems where you need to calculate prices without creating a sales order. Just provide product, quantity, and customer details to trigger pricing and discount calculations programmatically.
The feature exposes key calculation methods and provides sample code so you can implement custom pricing logic.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/24/2025", "GA date":"12/26/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"12c87901-c877-f011-b4cc-6045bda6d8cb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enable precise serial and batch capture in cluster picking", "Investment area": "Warehouse management", "Business value": "Boost shipment accuracy and reduce picking errors with precise serial and batch capture for every order in cluster picking. You control how items are tracked, ensuring each serial or batch number is matched to the correct order, so your warehouse runs smoother and your customers get exactly what they expect.
", "Feature details": "This feature lets you control how serial and batch numbers are captured during cluster picking for items tracked below the location level in the reservation hierarchy. You get two new strategies in the cluster setup: capture serial and batch numbers once before distributing items or capture them separately for each cluster position. The new Enum in the cluster setup UI makes it easy to choose your preferred mode, so you can ensure every serial or batch number is matched to the right order.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"81148b72-3d00-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Automate dynamic work classification with Power FX", "Investment area": "Warehouse management", "Business value": "Boost warehouse efficiency and agility with real-time work classification using Power FX formulas. You can prioritize tasks based on load priority or any operational data, reducing configuration complexity, and responding quickly to changing conditions.
", "Feature details": "Dynamic work classification powered by Power FX formulas lets you evaluate warehouse queries in real time, so you can prioritize work based on load priority or any operational data. This removes the need for multiple location directives or work templates, reducing configuration complexity and making your warehouse more responsive. You use familiar Power FX capabilities from Microsoft Dynamics 365 Finance and the Power Platform to define and adjust operational logic with a flexible, low-code approach. This leads to faster decisions, better resource allocation, and more autonomy for your warehouse teams. You can classify work dynamically by carrier, load, or other criteria to optimize throughput and reduce overhead.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"bf9cf3ed-4f00-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance picking speed using spatial location intelligence", "Investment area": "Warehouse management", "Business value": "Boost your warehouse efficiency by configuring spatial coordinates for locations and zones. Instantly optimize picking routes after wave processing, saving time and reducing travel distances. You get out-of-the-box route optimization, and partners can extend the solution with advanced APIs for custom needs.
", "Feature details": "Configure spatial coordinates for your warehouse locations and zones to unlock advanced route optimization. Pick between straight-line and city-block distance models, and sort picking work using travelling salesman or travelling salesman (greedy) algorithms. Import coordinates directly, and extend the feature with APIs for custom coordinate selection, distance calculations, and sorting logic.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5359e57c-3b00-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Improve database health by archiving load data", "Investment area": "Warehouse management", "Business value": "Easily archive or remove historical load and work data to keep your database lean and healthy. By reducing index size, you improve long-term performance and speed up tasks like sandbox refreshes. This feature is for anyone managing large volumes of operational data who wants to simplify maintenance and boost efficiency.
", "Feature details": "Move historical load and work records to long-term retention using the built-in archiving capability of Supply Chain Management. This reduces index size, improves database health, and speeds up tasks like sandbox refreshes. The extended archiving framework now supports the following tables: WHSLOADTABLE, WHSLOADLINE, WHSSHIPMENTTABLE, WHSWORKTABLE, WHSWORKLINE, WHSWORKINVENTTRANS, and WHSWORKTRANS.
You can enable this feature directly in the archiving framework settings. It's not turned on by default, so review your configuration to start archiving load-related records.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"209f6892-3e00-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Improve operations with Warehouse Management mobile app V4", "Investment area": "Warehouse management", "Business value": "In version 4, the Warehouse Management mobile app moves from Xamarin to React Native. With this change, you get richer and more advanced mobile experiences, faster updates, and innovative features that evolve with your business needs.
", "Feature details": "Warehouse Management mobile app version 4 is a major upgrade that moves the app to a modern foundation. With this foundation, the app delivers multiple features, benefits, and improvements.
This version introduces:
Version 4 improves the user experience and productivity of warehouse tasks.
Version 4 provides a custom UI experience for your warehouse workers. It delivers improved performance and adds Wi-Fi monitoring.
Warehouse workers benefit from the new user experience and get a working tool for optimized task processing.
The following screenshots show the Wi-Fi diagnostics feature, the ability to choose from several captured barcodes, and the full set of new dark and light color themes.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"26752b79-e345-f011-877a-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Streamline transfer order receiving in WOM with ASNs", "Investment area": "Warehouse management", "Business value": "Streamline your warehouse receiving process in warehouse-only mode (WOM). With advance shipping notice (ASN) packing structures, you can process transfer orders using a single license plate scan, saving time and minimizing manual work.
", "Feature details": "Receive transfer orders in warehouse-only mode with a single license plate scan. This feature uses ASN-based packing structures to speed up inbound shipment processing and improve accuracy. The packing structure is defined within the ASN, so you can streamline your receiving workflow and reduce manual steps.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5c47901a-4400-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Capture worker IDs for warehouse packing events", "Investment area": "Warehouse management", "Business value": "The Warehouse Management mobile app now captures worker IDs during key container handling steps, so the system can trace packing activities. This traceability feature ensures accountability, improves operational transparency, and supports audit readiness. It helps you identify training needs or process gaps by providing clear visibility into who performs each packing task and when. With this insight, you can enhance overall warehouse efficiency and accuracy.
", "Feature details": "The Warehouse Management mobile app now captures worker IDs during key container handling steps, such as when a worker adds items to a container or closes the container. With this update, Dynamics 365 Supply Chain Management can trace all packing activities.
Provides full traceability of who performs each packing action and when.
Enhances accountability and transparency in warehouse operations. By logging worker IDs at each step, the system supports quality control, reduces errors, and enables quick issue resolution when discrepancies arise.
This feature improves operational efficiency and audit readiness. Managers get visibility into packing workflows, so they can track performance, find training opportunities, and keep up with internal or external standards.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2025", "GA date":"07/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"564af913-fe45-f011-877a-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Enhance warehouse efficiency with dynamic item placement", "Investment area": "Warehouse management", "Business value": "Transform your warehouse operations with dynamic item placement. You get smarter inventory balancing during inbound processes like purchase and transfer orders, plus automated replenishment. Define storage locations and quantities for each item, either manually or through data import. Your warehouse adapts in real time, maximizing space and efficiency so items are always in the right spot with the right quantities. Automated creation of location directives and work templates speeds up setup and reduces complexity. Replenishment happens automatically as items arrive, thanks to dynamic putaway based on your policies.
", "Feature details": "Warehouse and item storage policies are now available, giving you dynamic control over where and how much inventory is stored. Define preferred storage locations and target quantities for each item, either by editing directly or importing data at scale. The system intelligently balances inventory during inbound processes, ensuring optimal placement for fast fulfillment. Warehouse spatial locations further optimize routes, cutting travel time and boosting picking speed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"d2c79987-3a00-f111-8407-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e1a941d5-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Supply Chain Management", "Feature name": "Improve picking efficiency with wrist-mounted scanning devices", "Investment area": "Warehouse management", "Business value": "Wrist-mounted scanners let warehouse workers scan barcodes without juggling a separate device. This feature eliminates repetitive motions and can save three to five seconds per scan. With real-time feedback and an ergonomic design, wrist-mounted scanners help reduce picking and packing errors. Some organizations see up to a 27% improvement in picking accuracy. The lightweight, wearable design reduces physical strain and fatigue. This reduction leads to higher worker satisfaction and lower injury risk. The value of this design is especially high in environments with high turnover or labor shortages.
", "Feature details": "The Warehouse Management mobile app for Dynamics 365 Supply Chain Management now runs natively on many wrist-mounted scanning devices, such as those sold by ProGlove.
The following images show examples of wrist-mounted scanners in use.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"cfcce159-f945-f011-877a-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Optimize processes with agent-led time, expense, and approvals", "Investment area": "Copilot in Project Operations", "Business value": "Copilot and agentic automation detect work from Outlook and Teams. By streamlining time entry, expense report creation, and approval processes, the solution reduces administrative burdens and improves invoice accuracy. This business value results in faster invoicing, fewer errors, and greater satisfaction for project managers, consultants, and invoice administrators.
", "Feature details": "By using Copilot and agentic automation, you can remove inefficiencies in the invoice process. The solution automatically detects work from Microsoft Outlook calendars and Microsoft Teams meetings. These features enable automated creation and submission of time entries. You don't need alerts and reminders that often frustrate project managers, consultants, and invoice administrators.
The automation also helps create, submit, and check policy for expense reports from emails and receipt scans. It includes automatic policy validations. Project managers can upload documents with rules to flag approvals that need review while allowing others to approve automatically.
Overall, these advanced technologies use natural language inferences and automation to help project-centered companies submit accurate invoices, reduce corrections, and remove frustrations and last-minute issues for everyone involved.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/30/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"5d922f68-8ee1-ee11-904d-00224827e220", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Match credit card transactions and itemize expenses automatically", "Investment area": "Copilot in Project Operations", "Business value": "The Expense Agent brings significant operational and user experience improvements to the expense management process by automatically matching credit card transactions and itemizing expenses. This feature intelligently analyzes incoming credit card transactions, matches them with relevant receipts based on transaction details, and breaks them down into itemized entries as needed. By using the Expense Agent, you reduce your workload, minimize manual errors, and ensure seamless expense management.
This functionality significantly reduces the time you spend processing expenses, ensures data accuracy, and maintains compliance with organizational policies. It also enables finance teams to receive more detailed and structured expense data, so they can improve reporting and reconciliation processes.
", "Feature details": "You can enable both auto credit card matching and itemization features. Choose the features that fit your organization's needs by setting specific parameters in the finance and operations environment.
When you enable this feature, the Expense Agent automatically matches credit card transactions with corresponding receipts and intelligently itemizes expenses. This feature removes the need for manual entry. When the agent detects a credit card transaction, it analyzes the transaction data—such as amount, date, and merchant details. It compares this data with the various uploaded receipts to find the best match.
In addition to matching, the agent itemizes complex expenses, such as hotel bills or group meals. It breaks down the total amount into line items based on receipt data or predefined rules. For example, the agent auto-itemizes a hotel invoice with room charges, taxes, and meals into distinct categories. Each category is accurately tagged.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/30/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"3f642953-af4a-f011-877a-7c1e526a61fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "View current and upcoming staffing for team members using timeline view", "Investment area": "Optimize Project Operations", "Business value": "A lack of visibility into current and upcoming project staffing leads to suboptimal planning and inefficient onboarding. This also creates uncertainty around bench time (utilization). By providing team members with a clear view of task and project level staffing, this feature aims to eliminate these issues.
", "Feature details": "The new timeline view augments the experience for team members in Project Operations by giving them visibility into current and upcoming staffing (both task and project level).
The feature includes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Customize the Billing hub view", "Investment area": "Optimize Project Operations", "Business value": "Billing hub enables project managers to create proforma invoices in Project Operations, so they can increase invoicing efficiency and get faster revenue recognition. When you customize existing forms and views on Billing hub, you can personalize the billing and invoice creation experience to suit your business needs.
", "Feature details": "With this feature, you can customize the Billing hub at all levels of the nested grid, including contract, contract line, and contract line views. The feature is automatically enabled for admins so you can customize the Billing hub forms and views to fit your organization's needs. For example, with this update, you can add more columns like Invoice ID to the contract view or add Discount % and Fee % to your contract line view in the Billing hub.
This release includes the following fixes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Perform bulk reconciliation of bookings from UI", "Investment area": "Optimize Project Operations", "Business value": "Bulk reconciliation streamlines the process of aligning bookings and assignments in Dynamics 365 Project Operations by enabling users to reconcile multiple resources and date ranges in a single action. This eliminates repetitive, one-at-a-time reconciliation, significantly reducing administrative effort and time spent on project maintenance. By improving efficiency and accuracy at scale, the feature helps project teams keep plans aligned, reduce inconsistencies, and manage large or complex projects more effectively.
", "Feature details": "When enabled through feature control, this capability enables multiple selections on the Resource Reconciliation grid. This feature lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Experience phase 3 enhancements for Expense mobile app", "Investment area": "Optimize Project Operations", "Business value": "By enhancing the Expense Management mobile app, you improve its efficiency and intuitiveness. You address common usability issues that customers raise through direct feedback. Category icons provide quicker visual recognition and selection, so users spend less time on data entry. When users rename receipts directly in the app, they enhance organization and make it easier to manage attachments on the go. These updates streamline your workflow, reduce friction in mobile expense reporting, and create a more seamless and productive user experience.
", "Feature details": "As part of our ongoing investment in improving the mobile experience, we introduced enhancements to the Expense Management mobile app that are based on direct customer feedback. These enhancements improve usability and streamline the overall user experience. This release includes the following improvements:
Add icons for each category: This enhancement adds icons for each expense category and displays them alongside category names in the mobile app. With these icons, you can quickly recognize and select the right category.
Ability to rename receipts in the mobile app: This enhancement enables you to rename receipts directly within the mobile app. With this feature, you can easily identify receipts without opening each attachment.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable contract line-based default financial dimensions for expenses", "Investment area": "Optimize Project Operations", "Business value": "By integrating financial dimension defaulting rules for expense transactions and reports, you streamline expense management, enhance data consistency, and ensure better compliance with financial policies.
", "Feature details": "This capability builds on the Enable flexibility in determining financial dimension defaulting for resource-based/non-stocked scenarios feature.
With this capability, organizations can apply dimension defaulting configuration rules to automatically get financial dimensions from contract lines or the related project for expense lines. This enhancement gives you more flexibility and control over how you apply default financial dimensions to expense-related documents. It improves data accuracy and reduces manual entry.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5e79d05f-7ab2-ef11-b8e8-7c1e5264169a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Create centralized purchase orders for project procurement", "Investment area": "Optimize Project Operations", "Business value": "Centralizing project purchase orders improves cost control, streamlines procurement operations, and ensures consistent purchasing processes across projects. It enhances visibility into project spending, supports better planning and decision-making, and strengthens compliance through unified governance and audit-ready workflows.
", "Feature details": "When you enable the Enable centralized purchase orders for project procurement setting, you activate this feature.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable Change Order Management", "Investment area": "Optimize Project Operations", "Business value": "Change Order Management provides organizations with a governed and transparent way to handle contract updates, eliminating the risks created by manual workarounds. By capturing all scope, pricing, resource, and timeline changes within a structured review and approval process, teams prevent billing leakage, margin erosion, and financial inaccuracies. Automated audit trails, version comparisons, and downstream updates strengthen compliance and contractual accountability while reducing rework and operational confusion. Cross-functional alignment improves as sales, delivery, and finance operate from a single, consistent source of truth. This capability enhances forecasting accuracy, reinforces customer trust, and ensures protection of project profitability throughout the lifecycle of the contract.
", "Feature details": "This capability provides a structured, auditable process for creating, evaluating, and approving change orders on active project contracts.
You can capture updates to scope, pricing, resources, or timelines and apply those approved changes directly to the contract with full traceability. The system records the rationale, financial impact, and approval history for each change order, supports version comparison between original and updated contract details, and updates downstream elements such as billing schedules, budgets, and project schedule.
This workflow ensures accuracy, visibility, and compliance across sales, delivery, and finance teams throughout the contract lifecycle.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"546ae201-63dc-f011-8544-000d3a554a74", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Update correction journal usability", "Investment area": "Optimize Project Operations", "Business value": "Correcting previously processed transactions is a difficult process that’s made harder by UX limitations. The changes in this feature update let you make different corrections within the same journal, correct a wider range of fields, and easily select transactions that need correction. With the new experience, a larger volume of transactions can be corrected at once to reduce repetitive work while simultaneously making the process clearer and simpler. This reduces mistakes made during the corrections process, which in turn minimizes the more costly and problematic billing errors.
", "Feature details": "Correcting transactions after they’ve been processed can be a complicated and difficult process. Currently in Project Operations, you must select all the transactions you want to correct at the same time to create the journal, and all transactions added to the journal must be corrected in the same way. This leads to significant repeat work, where you need to create multiple journals to be able to make different corrections on different transactions. This feature updates that process with the following changes:
Overall, these changes make corrections easier, minimize mistakes that can lead to major problems, and reduce frustration with the interface.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"75e05c90-4fea-f011-8544-000d3a1516b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Show accounting currency correctly when it differs from company currency", "Investment area": "Optimize Project Operations", "Business value": "Currently in Project Operations, when an accounting currency differs from the company's base currency, it's shown with an incorrect currency label on the actual record in Microsoft Dataverse. The correct currencies are used when the data is sent to finance and operations apps, but this mismatch often creates confusion and leads to unnecessary double-checking and corrections. With this update, currency units are correctly shown in Dataverse.
", "Feature details": "This feature lets different currency units show the actual record for the accounting currency when the unit differs from the base currency. Today the correct value is shown, but the units are incorrectly shown as the base currency, regardless of the actual accounting currency unit. In this feature, accounting currency fields are stored in a child record with the correct currency unit and appears with the correct label on the actual form.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a3cf12b6-50ea-f011-8544-000d3a1516b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Default cost rate in project estimation scenarios", "Investment area": "Optimize Project Operations", "Business value": "Currently, in Dynamics 365 Project Operations, users see the markup cost only in actuals, based on the markup price configuration on a price list. The system doesn't show the markup cost in project estimates, quote line details (QLD), contract line details (CLD), or project budgets. This situation causes confusion because users see different prices in actuals when compared to estimates, QLD, CLD, and budgets.
", "Feature details": "In the current implementation of Dynamics 365 Project Operations, the system limits visibility of the markup cost to the markup price configuration on a price list within the actuals.
Users see the markup cost in the actuals, but they don't see it in other critical areas such as project estimates, QLD, CLD, and project budgets.
This limitation causes confusion and inconsistency because the prices in the actuals differ from those in the estimates, QLD, CLD, and budgets.
This discrepancy causes misunderstandings and potential errors in project planning and financial tracking. The lack of visibility into the markup cost across all relevant sections creates a fragmented view of the project's financials.
Users can't accurately compare and reconcile the costs. This limitation creates challenges in maintaining a cohesive and transparent financial overview of projects.
With this release, the cost rate defaulting in project estimation scenarios respects and shows the markup cost across all estimates, QLD, CLD, and budgets.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/27/2024", "GA date":"03/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"aa59c83f-bc8a-ee11-8179-000d3a4e5de0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable selective import from staging for project invoices", "Investment area": "Optimize Project Operations", "Business value": "Dynamics 365 Project Operations manages large volumes of customer invoices that scheduled batch jobs usually process. However, users sometimes need to generate and process an invoice right away, such as when they correct an error or respond to an urgent request. With this feature, users can import and process individual invoice proposals without waiting for the full batch process. This feature makes project billing workflows more agile and responsive.
", "Feature details": "With this feature, project managers can quickly process a single invoice proposal directly from the open invoice proposal.
Previously, users waited for the scheduled import from the staging table or manually triggered the process that imported all invoice proposals. With this update, users can selectively import only the invoice lines for a specific proposal.
Key capabilities include the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable configurable timescale settings on assignments view", "Investment area": "Optimize Project Operations", "Business value": "Enable configurable timescale settings on the assignments view to increase efficiency by eliminating repetitive manual adjustments that allow project managers to spend more time on actual project tracking and decision-making. This feature also improves the user experience and provides a smoother, more intuitive, navigational experience for both short- and long-term projects.
", "Feature details": "Currently, the assignments view uses a fixed timescale of 7-day, weekly, monthly, or yearly views. For long-running projects—projects that span several months or years—this creates significant usability challenges:
This repetitive adjustment leads to inefficiencies, disrupts user focus, and introduces errors, especially when managing multiple projects simultaneously.
The planned enhancement addresses this rigidity by introducing a dynamic and configurable timescale setting that adapts to project duration and user preference. This ensures that long-running projects can be managed without unnecessary scrolling or filter resets.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f79077ab-687e-f011-b4cc-7c1e52172eed", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Increase work breakdown structure limits", "Investment area": "Optimize Project Operations", "Business value": "Enhance customer satisfaction by improving the performance of the work breakdown structure.
", "Feature details": "We implement this feature in phases. In phase 1, we increase the limits for:
In phase 2, we enhance overall performance after we increase these limits. This enhancement reduces performance-related tickets and boosts customer satisfaction with Project Operations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/13/2025", "GA date":"06/13/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"26e37a60-bcb3-ef11-b8e8-6045bdd73fa5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Experience phase 2 enhancements for Expense mobile app", "Investment area": "Optimize Project Operations", "Business value": "Enhance the Expense Management mobile app to improve usability, policy compliance, and workflow consistency across platforms. When you align mobile functionality with the finance and operations environment, you get a more intuitive and policy-aware experience that helps reduce errors, improve data quality, and enable faster decision-making. The redesigned workflow, enhanced validations, and better visibility for approvers help streamline expense reporting on the go, increase employee productivity, and strengthen organizational control over expense policies.
", "Feature details": "As part of our investment in improving the mobile experience, we're introducing enhancements to the Expense Management mobile app. These enhancements come from user feedback. These updates bring feature parity with the finance and operations environment. They address usability gaps and align with policy configurations. This release includes the following improvements:
Change the design to create an expense report and then add expense line items: The current workflow lets you directly add expense line items. This enhancement restructures the workflow to require you to create an expense report first. After you create the report, you can add expense line items.
Enable expense report header justification in the mobile app: This enhancement enables mobile app users to enter a justification based on the configured category and policy rules.
Prevent selection of a parent activity when Block Parent Activity Selection is set to Do not allow: The mobile app currently lets you select a parent activity even when you set the Block Parent Activity Selection parameter to Do not allow in the finance and operations environment. With this enhancement, the mobile app respects the configuration you set in finance and operations apps.
Purpose field is too short in the approvers screen to read full report description: This enhancement updates the design so approvers can view the entire purpose field and read the description before giving approval.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/13/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use the new Calendar interface for time entry", "Investment area": "Optimize Project Operations", "Business value": "Every organization needs an efficient time entry experience for its consultants and team members. This experience gives users the flexibility to log time in different ways. It minimizes the number of clicks and effort required to enter time.
", "Feature details": "The web experience for time entry in Dynamics 365 Project Operations is getting a series of improvements that make time entry faster and more accurate. The improvements give team members better tracking capabilities.
These upgrades include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Edit per diem transaction date, exchange rate in expense management", "Investment area": "Optimize Project Operations", "Business value": "Expense management currently doesn't allow editing transaction dates and exchange rates. This limitation raises compliance concerns for organizations if the system doesn't meet specific regulatory requirements for expense conversions. By enabling this feature, organizations can ensure accurate expense reporting, reduce compliance risks, and enhance the overall integrity of the expense management process.
", "Feature details": "When you enable this capability, you can:
The system uses the updated information in all following expense-related calculations and postings.
You can get this feature through a feature flag or a parameter on the Expense Management parameters page.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"d1460a84-78b2-ef11-b8e8-7c1e5264169a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/13/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable number sequences in expense management", "Investment area": "Optimize Project Operations", "Business value": "Expense management doesn't currently offer a simple way to set up number sequences. Users need to go to the number sequence master, which takes extra time and adds complexity. This approach not only adds operational overhead but also raises the risk of configuration problems. With an easy-to-use interface in the expense management module, users can manage number sequences directly. This approach cuts down on effort and lowers the chance of issues.
", "Feature details": "The feature adds a new tab to the expense management parameters page. With this tab, you can assign number sequences directly. The process for configuring number sequences matches the experience in other modules of the application, so it's more intuitive. With this enhancement, you can manage number sequences within the module instead of accessing and modifying the number sequence master.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a36374c1-77b2-ef11-b8e8-7c1e5264169a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable expense delegates to create cash advance requests", "Investment area": "Optimize Project Operations", "Business value": "Extending the expense delegation feature to include cash advance requests streamlines the delegation process. This extension reduces administrative overhead and improves overall efficiency. When delegated users manage both expenses and cash advances, they provide a more comprehensive and seamless experience. Employees can delegate all expense-related tasks more effectively.
", "Feature details": "This feature is available through a feature flag. You can turn the feature on or off to meet your organization's needs. When you turn on the feature, expense delegates can create and submit cash advance requests for other users. Delegates use the cash advance section of the module to make requests, so they get a consistent and streamlined experience.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"57fdfe6e-76b2-ef11-b8e8-7c1e5264169a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use financial tags for project sales orders and journals", "Investment area": "Optimize Project Operations", "Business value": "Financial tags help organizations track user-defined fields on accounting entries posted to the general ledger. With financial tags, you don't need to create financial dimensions that contain values you can't reuse.
Use financial tag values for reporting. For example, create a financial tag to track time and expenses related to an initiative without needing a unique financial dimension.
", "Feature details": "The general ledger stores financial tags that you define for accounting entries you post to the general ledger. You define the financial tag names, so data entry clerks have clear guidance about the expected data in each field. By default, the system doesn't validate or enter financial tag values. Enter tags on the journals, and they flow through to the invoice.
In this release, you can add tags to many common project accounting documents and processes. The first supported documents are project journals and sales orders. Tags flow through from document posting to invoicing.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/06/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0f689075-81a7-ef11-8a69-6045bdf1011c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Improve NTE reliability and validation coverage", "Investment area": "Optimize Project Operations", "Business value": "Gain tighter control over project costs and invoicing with enhanced NTE (not-to-exceed) validation. These reliability enhancements help improve cost control, operational efficiency, and customer trust across invoicing and project workflows.
", "Feature details": "Core capabilities include:
Validation coverage
Tax handling
Performance improvements
Reliability fixes
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Update key project fields using Copy project", "Investment area": "Optimize Project Operations", "Business value": "In Project Operations, you currently can copy a project by selecting the Copy project option on the main project form that leverages the Copy Project V3 API. In this process, you aren't given the flexibility to modify key project fields. With the new experience, you can update key project fields according to their requirements during the copy process.
", "Feature details": "Currently, once the project is created, the fields are locked for editing. With this new experience, you can update fields as needed, including:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable outline level to the tasks in resource assignment view", "Investment area": "Optimize Project Operations", "Business value": "Introducing outline numbers to tasks provides you with a clear and structured way to identify and distinguish tasks within a project. This enhancement eliminates the need for manual effort, such as switching to the task grid to determine task hierarchy or position, thereby saving time and reducing errors. By displaying outline numbers directly within the task view, you can quickly understand task context, dependencies, and sequencing.
", "Feature details": "Currently, the assignment view under the Task tab does not display the outline number of tasks, making it difficult for you to easily identify and distinguish tasks within the Work Breakdown Structure (WBS). This limitation creates usability challenges, particularly in navigating complex projects.
With this enhancement, you can view the outline number directly alongside tasks in the assignment view. Tasks are sorted by outline number when grouped by tasks, ensuring better visibility and alignment with the WBS hierarchy. This improvement enhances usability, reduces friction in task identification, and provides a more intuitive and efficient experience for users managing assignments.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"9f28a388-647e-f011-b4cc-7c1e52172eed", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable the modern Invoice enhancements - phase 2", "Investment area": "Optimize Project Operations", "Business value": "It’s common for project-based companies to create an invoice for a large team that is working on a project with a recurring lifespan. Each invoicing period can involve thousands of transactions across time, expense, and material usage activity for projects that will need to be reviewed and confirmed before generating a customer-facing invoice. This process of reviewing is an essential function to ensure a quick invoice and maintain healthy operational metrics. Keeping a clean, intuitive, and performant experience for reviewing and making corrections for the project manager adds strong business value to ensure the smooth running of a service-centric practice.
Customers often have the need to edit invoice line details on an invoice that may contain hundreds of transactions. This need could be driven either by changes required during an audit of the invoice prior to confirmation or by a need to correct a wrong invoice that has been confirmed. In both these scenarios, invoice editing is a critical step during billing. Being able to edit quickly has a huge impact on the usability of the billing system.
", "Feature details": "Phase 2 of this feature aims to improve the usability of invoice editing. The changes include:
Additionally, it provides billing administrators with an improved invoice summary that provides key invoice insights to enable faster decision making.
This feature is enabled using a feature flag. Once the feature is enabled, phase 2 changes are updated automatically.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/30/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"5bc1586d-ff4a-f011-877a-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Support cost plus pricing for resource time", "Investment area": "Optimize Project Operations", "Business value": "Many professional services organizations calculate bill rates based on the cost rate of a resource. When organizations calculate these prices directly in Project Operations, they save time, get more flexibility, and don't need to use external tracking sheets for these calculations.
", "Feature details": "Currently, Project Operations supports the ability to define a bill rate across multiple dimensions. However, you can't currently configure the cost rate. With this new feature, you can define line items in a sales price rate as a function of a related cost rate. When you enable these capabilities, you can use contracting models that include cost plus pricing.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/16/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"2e8a9237-1cf1-ed11-8849-00224827e528", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/23/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable project resources on general journal entries for modern projects", "Investment area": "Optimize Project Operations", "Business value": "Microsoft Dynamics 365 Finance offers rich functionality with journals for many scenarios. It includes advanced capabilities such as workflow and reversals. When you use this functionality, you can create general journals in Finance for Microsoft Dataverse-based projects to post expenses.
", "Feature details": "This feature expands the existing general journal functionality for modern projects.
A new capability is added so general journal lines can have an associated project resource.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use general journals against projects for resource nonstocked scenarios", "Investment area": "Optimize Project Operations", "Business value": "Microsoft Dynamics 365 Finance offers rich functionality with journals for many scenarios. It includes advanced capabilities such as workflow and reversals. When you use this functionality, you can create general journals in Finance for Microsoft Dataverse-based projects to post expenses.
", "Feature details": "Users requested the ability to use journals in Dynamics 365 Finance with resource and nonstocked projects. This feature relaxes restrictions and allows expense-type general journals to flow through to Dataverse. New capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable project fee journals to support subscription billing", "Investment area": "Optimize Project Operations", "Business value": "Microsoft Dynamics 365 Project Operations for production or stocked scenarios now supports subscription billing through the project fee journal functionality. With this enhancement, organizations can streamline revenue recognition, improve billing accuracy, and deliver a more cohesive customer experience. When users issue project invoices at a later stage, the functionality records accrual transactions to ensure accurate financial reporting and compliance with revenue recognition principles.
", "Feature details": "Activate the Enable project fee journals to support subscription billing for Project Operations stocked scenarios feature to enable this functionality.
When you enable this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Refund unused retainers", "Investment area": "Optimize Project Operations", "Business value": "Microsoft Dynamics 365 Project Operations provides the ability to process retainers and advances. This feature is being delivered to provide an easy way to refund unused retainers at the end of the project to reduce the need to correct previously confirmed invoices.
", "Feature details": "Project Operations now supports refunding unused retainer balances directly within the invoice, eliminating the need for corrective invoices and simplifying financial workflows.
This feature has the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable multiple baselines for a project", "Investment area": "Optimize Project Operations", "Business value": "Multiple baselines give you a clear historical view of how your project plan evolves over time without losing earlier snapshots. You can easily track changes in scope, schedule, cost, and effort across different stages of the project and understand the impact of each adjustment. This improves forecasting accuracy, strengthens governance, and provides a reliable audit trail for PMO or compliance needs. With clearer insights and side-by-side comparisons, you can make more confident, data-driven decisions. Multiple baselines also enhance transparency with stakeholders, making it easier to explain plan changes and maintain trust throughout the project lifecycle.
", "Feature details": "When this feature is enabled in the feature control settings, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Support subscription billing in professional service firms", "Investment area": "Optimize Project Operations", "Business value": "Organizations increasingly adopt subscription-based models to create predictable revenue streams and improve customer experience. This feature drives efficiency by automating recurring invoicing and reducing manual intervention. It improves financial control, supports flexibility, and positions businesses to scale subscription offerings and forecast monthly recurring revenue (MRR) more accurately.
", "Feature details": "Core capabilities include:
This feature is enabled using a feature flag.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"2b267399-1ccb-f011-bbd3-000d3a54d290", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable manual customer due dates for project invoices", "Investment area": "Optimize Project Operations", "Business value": "Organizations may have multiple projects or contracts for the same customer. Some projects may have differing requirements for how and when payments are made within individual phases of a project depending on prepayment, the use of subcontractors, and internal cash flow requirements. This feature enables flexibility in configuring the customer payment due date without having to use workarounds, and without enforcing a rigid requirement across all projects in the contract. This capability enables one of the top requested ideas for project accounting.
", "Feature details": "On the Project invoice proposal form, the due date for customer payment defaults to today if no Terms of payment is set; otherwise, it defaults based on the Terms of payment for the funding source associated with the project contract.
This feature enables both the Due date and Terms of payment fields to allow for precise control of when payments are due. To make use of this feature, organizations can:
This feature is available for both Project Operations Integrated with ERP and Project Operations for manufacturing deployment types. The feature is enabled automatically by default for all environments, but the due date field is not enabled in the default set of fields for project invoice proposal.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6144d477-fc05-f111-8407-7c1e525b13d7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable on-account transactions with project category support", "Investment area": "Optimize Project Operations", "Business value": "Organizations often need to categorize and report revenue from various sources. When you enable an extra category field for on-account transactions, you can post transactions to different financial accounts. This feature improves reporting accuracy and financial transparency.
", "Feature details": "With this feature, you can assign specific project categories to project milestones or other on-account transaction types. These categories determine the financial account used for posting in both the general ledger and the project subledger. This setup supports more granular financial reporting.
Here are some examples of how this feature adds value:
You can use this functionality for stocked and production order deployment types in the Project Management and Accounting module.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e0c8a9a3-8b48-f011-877a-7c1e52027a5f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable progress billing resource and nonstocked scenarios", "Investment area": "Optimize Project Operations", "Business value": "Progress billing gives organizations more flexibility and accuracy in their invoicing process for fixed-price contracts. When you create invoices based on the percentage of work completed, your business can:
Progress billing enables you to create and manage billing rules for fixed-price contract lines. With progress billing, you generate project invoices based on the percentage of work completed. This method provides more flexibility than milestone-based invoicing.
The key features are:
To turn on this feature, go to the Feature Management workspace in Dynamics 365 Finance and activate the Enable Progress Billing on Project Operations for Resource-Based/Non-Stocked Scenarios feature.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"14cb2b65-408f-ee11-8179-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable set-based performance improvements for project adjustments", "Investment area": "Optimize Project Operations", "Business value": "Project accountants can now work more efficiently and start their next task after adjustments with fewer UI delays due to the time-saving performance improvements made to adjustments.
", "Feature details": "In the 10.0.46 and 10.0.47 releases, multiple improvements were made in the area of project adjustments to implement set-based processing for improved performance. When working with a large number of transactions, users will see a more responsive user interface in several areas, from transaction selection to the final submission to batch for processing.
A set of 10 different changes are enabled automatically, resolving performance bottlenecks that were slowing down parts of the adjustment setup, processing, or completion process. This group of changes all adds up to an improved user experience when making project adjustments.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cd135cbe-4801-f111-8406-000d3a991977", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable post costs for integrated projects for manual transfer from balance sheet", "Investment area": "Optimize Project Operations", "Business value": "Project accountants may have specific requirements on how project activities are reflected in internal and external reporting. This feature gives additional control to allow you to move balances from the balance sheet to the profit and loss ledger and accompanying financial statements.
", "Feature details": "Organizations may have long‑running work for internal initiatives or customer‑facing projects. When cost and revenue profile rules are configured to post costs to the balance sheet (for example, as work‑in‑progress assets), there will come a point when those costs must be recognized as expenses. At that time, the amounts are reclassified from the balance sheet to the profit and loss statement.
This feature enables manual movement of costs between the balance sheet and profit and loss statements. Enhancements include:
This feature is specific to customers using the Project Operations Integrated with ERP deployment type.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ea1283aa-40eb-f011-8544-000d3a1ec4ee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use the new Time Entry mobile app", "Investment area": "Optimize Project Operations", "Business value": "Project consultants often travel for work and find it challenging to log weekly time entries while they're on the go. With the new mobile experience in Dynamics 365 Project Operations, users can view, create, and submit their time entries for approval.
", "Feature details": "Project team members on Lite and resource-based and nonstocked deployments of Project Operations now have a new mobile application based on Microsoft Power Apps. The new mobile app helps them log time, keep track of submitted entries, and view the work assigned to them.
The application provides users with the following capabilities:
When you make changes in the mobile app, the changes sync to the web app for Project Operations or Project Operations Team Member, and vice versa. We’ll soon update the steps to install or enable this mobile app.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2025", "GA date":"03/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"94aae803-f5b2-ef11-b8e8-7c1e520d29dc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/10/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "View budget information in left nav with improved main form", "Investment area": "Optimize Project Operations", "Business value": "Project managers can now view budget information in a more focused and intuitive experience, overcoming the space limitations of the Project form’s Budget tab. Key budget details are easier to access, improving visibility and understanding of project financials. Budget version actions are now clearly contextualized, reducing confusion about which version an action applies to. These improvements help minimize errors, improve usability, and enable more confident and efficient budget management.
", "Feature details": "This feature enhances the Project Budget management experience by improving visibility, usability, and contextual clarity when working with project budgets and budget versions. It addresses limitations of the existing Project form Budget tab and reduces ambiguity around budget version actions.
Improved budget visibility
Contextual budget version actions
Simplified navigation and usability
Business value
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use improved subcontract info for one vendor in one place", "Investment area": "Optimize Project Operations", "Business value": "Project managers currently need to use multiple forms and interfaces to manage vendors and subcontracts across different projects. This upcoming feature enhancement simplifies the process. With this feature, project managers can more efficiently manage all subcontracts for a single vendor across different projects.
", "Feature details": "Some of the most commonly used business processes that project managers perform during subcontract management include the following tasks:
Currently, project managers need to use multiple forms and interfaces to access these business processes. This complexity increases when project managers manage vendors and subcontracts across various projects.
To enable this feature, enable the feature flag Enable subcontracting UX enhancements for improved insights and smoother navigation. With the feature flag, customers and partners can adapt to the changes while preserving any customizations they added.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/30/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"3ed59bb4-0bb3-ef11-b8e8-6045bdeea6d0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Simplify editing of project invoices to improve efficiency", "Investment area": "Optimize Project Operations", "Business value": "Project-based companies often create an invoice for a large team working on a project with a recurring lifespan. Each invoicing period can include thousands of transactions across time, expense, and material usage activities for projects. You review and confirm these transactions before you generate a customer-facing invoice. This reviewing process plays an essential role in ensuring quick invoicing and maintaining healthy operational metrics. A clean, intuitive, and high-performing experience for reviewing and making corrections adds strong business value by helping a project manager keep a service-centric practice running smoothly.
Customers often need to edit invoice line details on an invoice that contains hundreds of transactions. This need might come from changes required during an audit of the invoice prior to confirmation. Or, it might come from a need to correct a wrong invoice that you already confirmed. In both scenarios, invoice editing is a critical step during billing. The ability to quickly edit invoice line details greatly improves the usability of the billing system.
", "Feature details": "This feature improves the usability of invoice editing. The changes include:
This feature also gives billing administrators an improved invoice summary with key invoice insights. With these insights, administrators can make decisions faster.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"083a201c-70b2-ef11-b8e8-7c1e520af509", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use the enhanced quote experience", "Investment area": "Optimize Project Operations", "Business value": "Reduce manual effort and minimize errors by enabling users to add or edit quote line details directly from a unified grid interface. When you include customer schedules, margins, and budgets in the quote line details, you get deeper insights and better financial oversight.
", "Feature details": "This feature enhances quote management. Users can add or edit quote line details directly from a unified grid interface and access cost details. The feature provides various insightful details, such as customer schedules, margins, and budgets in the quote line detail, and allows seamless addition of new lines.
These improvements streamline quote management and enhance functionality, accuracy, and efficiency.
Users can access this feature in Early Access Update 1. As of the beginning of 2025 release wave 1, the feature is generally available.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/21/2025", "GA date":"05/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"57599dc5-c934-ef11-840a-7c1e5215b1d0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use one grid for material and expense estimates", "Investment area": "Optimize Project Operations", "Business value": "Replacing the grid within expense and material estimates gives users a clean experience when they create and edit estimates. The enhanced grid experience provides easy filtering, deletion, and lookup functionality. This change ensures extensibility and improves performance.
", "Feature details": "This feature brings the new grid support to Project's expense and material estimate grids. Currently, these custom grids don't perform well and lack extensibility and capabilities. This feature brings the new modern grid capabilities to improve the overall experience for users.
These enhancements include the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable processing billed sales for resource-nonstock deployments", "Investment area": "Optimize Project Operations", "Business value": "The ability to create transactions for time, expense, and material usage directly on a draft invoice streamlines the invoicing process and helps ensure timely and accurate billing. This capability enhances operational efficiency and accelerates cash flow. It provides significant financial and administrative benefits to project-oriented companies.
", "Feature details": "Adding the flexibility to create transactions for time, expense, and material usage directly on a draft invoice is a significant enhancement for project-oriented companies. This approach offers several key benefits:
Timeliness: Prepare and send invoices more quickly. This approach reduces delays that waiting for consultants to submit their time and expenses or that manually creating journal entries causes.
Accuracy: Minimize the risk of errors by entering transactions directly on the draft invoice. This approach ensures that you correctly capture all billable items and reflects the true cost of the project.
Convenience: Consultants and project managers can focus on their core activities without being weighed down by administrative tasks. This benefit is especially true for consultants who are frequently on the move.
Efficiency: Streamline the invoicing process to reduce the administrative burden and allow finance teams to operate more efficiently. This benefit can lead to faster cash flow and improved financial management.
Transparency: The draft invoice gives you a clear and detailed view of all billable items. This transparency makes it easier to review and approve the invoice before you finalize it and send it to the client.
Overall, this flexibility makes the invoicing process more efficient and accurate. It benefits both the company and its clients.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/03/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"11eafd43-6af6-ed11-8848-000d3a4e5de0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use the simplified Approvals page", "Investment area": "Optimize Project Operations", "Business value": "The Approvals page in Dynamics 365 Project Operations can be difficult to navigate and sort. This difficulty leads to extra time spent by project managers when they approve time, material, and expense entries. This release simplifies and optimizes the user interface design, so the approvals process is smoother and easier to use.
", "Feature details": "This feature streamlines the UI and is designed to show time approvals in a calendar grid like the time entry creation grid. Previously, all pending approvals were shown as a list with one record per row. Using this improved view, you can view the week's pending approvals in a simpler manner, with one week's entries shown at a time. These entries are grouped together based on matching data in the chosen columns. Additionally, there are columns on the view to show totals for each row and column, giving a high-level picture of the week's work.
When project managers run large projects or many projects, the volume of time approvals could be well over 1,000 each week. Without needing to scroll through hundreds or thousands of records, the new UI shows the most relevant data allowing project managers to make easier decisions on which transactions can be approved, and which need further review. For those records needing extra review there is an option to expand a subset of the records to a more detailed view. Overall, this enables project managers to more quickly make accurate decisions on approving time transactions.
Users can choose between the updated or original views, going back and forth based on their preferences or needs.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"85768cef-ffb7-ef11-b8e8-7c1e5245fb14", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/09/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "View approvals of different types more clearly by using the enhanced UI", "Investment area": "Optimize Project Operations", "Business value": "The Approvals page in Microsoft Dynamics 365 Project Operations can be difficult to navigate and sort. Project managers spend extra time navigating the user interface when they approve time, material, and expense entries. By simplifying and optimizing the user interface design, you make the approvals process smoother and easier. When project managers spend less time searching through their pending approvals, productivity increases and the organization saves money.
", "Feature details": "The Approvals feature will get an update of the UI experience for approvals in Project Operations. These UI changes show time approvals in a calendar grid, like the time entry creation grid. This grid lets an approver see and understand a larger volume of records at once. It also highlights the most relevant information so project managers can easily see which records need their attention. This feature hosts all approvals inside a form with tabs for each type of approval record. Each tab has an indicator of how many approvals of that type are pending review by the current user. This indicator gives project managers an easy way to understand where their attention is needed without having to select several menus. All previous functionality is available in a streamlined manner on this new time-phased view.
You will turn on a feature flag to enable this feature. When you turn on the feature flag, the new approvals experience appears on the sitemap.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"2b7b8dd4-6545-f011-877a-000d3a106006", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable the beginning balances feature", "Investment area": "Optimize Project Operations", "Business value": "The beginning balance feature in Dynamics 365 Project Operations integrated with ERP supports organizations that transition from legacy systems. With this feature, you can set up and import opening balances for active projects. The feature ensures that historical financial data, including costs, budgets, and progress, carries over into the new system. This capability plays an important role in keeping financial continuity and operational consistency during system migrations.
When you preserve the financial history of projects, you can report and forecast accurately from the migration point forward. Project teams can continue their work without disruption, and they use reliable data as the basis for decision-making. The feature also helps you meet accounting standards by keeping a clear audit trail between legacy and new systems.
This feature enhances audit readiness by capturing detailed transaction histories and ensuring that you can trace and verify all imported balances. For organizations undergoing digital transformation or ERP modernization, the beginning balance feature reduces the risk of data loss, minimizes manual reconciliation efforts, and accelerates the transition process. This feature is a valuable tool for both finance and project management teams.
", "Feature details": "Activate the Enable beginning balance for Project Operations integrated with ERP scenario feature to enable this functionality.
When you activate this feature, you can define and import opening balances for projects during the transition from legacy systems to Dynamics 365 Project Operations. The feature preserves historical cost, budget, and progress data, so you maintain financial continuity and track data accurately from the migration point.
This feature is especially valuable during system implementations or upgrades. It provides a seamless handover of project financials without disrupting ongoing operations or reporting accuracy.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/06/2025", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c1767205-b53a-f011-b4cc-0022482a97fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add custom columns to an enterprise task, phase 1", "Investment area": "Optimize Project Operations", "Business value": "The columns you see in Microsoft Project for the web are limited to the default set. When enterprise task custom columns (ETCC) are available, you can add custom columns to this view. With this change, project managers can see extra information about the task without switching to a different view.
", "Feature details": "Enterprise task custom columns (ETCC) is a feature that lets you add columns from the project tasks table to the grid view in Project for the web. First, you define your new column in Microsoft Dataverse on the Project tasks table. The supported types of columns in this phase of the feature are text, date, and number. When you add the column to the Project tasks table, a new menu appears in the Project for the web iframe. You use this menu to add the column to the grid view. Project for the web pulls data from Dataverse and displays it.
This phase of ETCC supports a read-only view inside Project for the web. To update the custom column, use the project tasks in Project Operations or make updates directly in Dataverse. When a user reloads the Project for the web iframe, changes in data refresh. Future phases of this feature support more column types and the ability to update data directly from Project for the web.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/20/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8312b19a-0581-ef11-ac21-7c1e5249d4d6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use Configurable booking method for consistent and streamlined booking process", "Investment area": "Optimize Project Operations", "Business value": "The Configurable booking method feature ensures consistent and predictable resource bookings by allowing organizations to set a default booking allocation method across the Schedule Board and Schedule Assistant. This reduces the risk of incorrect bookings caused by inconsistent defaults, minimizes rework and cancellations, and saves time for resource managers.
", "Feature details": "When enabled through feature control, this feature lets you configure a default booking method in the Schedule Board settings. The selected default booking method is automatically applied during booking. Users can override the default by changing the booking method at the time of booking.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"03/01/2027", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"ab4ddba5-1eea-f011-8544-000d3a1b2a56", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Support larger invoices in Project Operations", "Investment area": "Optimize Project Operations", "Business value": "The dual-write asynchronous integration for customer invoicing in Dynamics 365 Project Operations offers significant business value by enabling scalable, reliable, and efficient billing processes. Traditional real-time dual-write sync is limited to handling up to 1,000 invoice lines, which can be a bottleneck for organizations managing large, complex projects. Async integration removes this constraint, allowing invoices with thousands of lines to be processed seamlessly.
", "Feature details": "The dual-write asynchronous integration feature in Project Operations enhances the customer invoicing process by enabling scalable and reliable data synchronization between Dataverse and Dynamics 365 Finance. This feature addresses the limitations of real-time dual-write sync, which is restricted to processing a maximum of 1,000 invoice lines per invoice.
With the introduction of asynchronous integration, this constraint is eliminated. The async model allows invoice data—including actuals, transaction connections, and invoice proposals—to be processed in the asynchronous mode. This enables the generation and synchronization of invoices with thousands of lines, ensuring that billing operations are not disrupted by system limitations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"12/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"fc3fef77-1254-ee11-be6f-00224827e905", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Book multiple resources at once", "Investment area": "Optimize Project Operations", "Business value": "The enhanced multi-resource booking experience removes the need to book resources one-by-one for the same requirement. By enabling resource managers to select and book multiple resources in a single action, it significantly reduces repetitive effort, speeds up staffing for large or parallel teams, and improves planning efficiency. This streamlined approach minimizes manual errors and supports enterprise-scale delivery.
", "Feature details": "When enabled through feature control, this functionality lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Try new usability improvements in Project Quote experience", "Investment area": "Optimize Project Operations", "Business value": "The enhanced Project Quote experience reduces effort and improves efficiency by minimizing clicks, decluttering the interface, and surfacing key insights directly within the quote. Users can work faster, make more accurate pricing decisions, and complete quotes with greater confidence. These improvements lead to higher productivity, fewer errors, and faster quote turnaround times.
", "Feature details": "The improvements to Project Quote provide usability enhancements designed to modernize and streamline the experience. The goal is to reduce unnecessary complexity, improve clarity, and enable users to work more efficiently when creating and managing quotes.
The updated interface features an optimized layout and improved use of screen space, providing a cleaner, more efficient workspace for viewing and editing both project and product lines. Users can access more relevant information at once with less visual clutter and fewer navigation steps, resulting in a more intuitive and productive workflow.
In addition, context-based insights are now surfaced directly within the quote, highlighting important details such as pricing indicators, estimate breakdowns, and potential data inconsistencies. These insights guide users toward more accurate quoting decisions and reduce the time needed to validate contract and estimate information.
Collectively, these enhancements deliver a smoother, more responsive, and more intuitive quoting experience, helping sales and project teams complete quotes with greater speed, accuracy, and confidence.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"3160d51f-58d5-f011-8544-00224830b9bd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Perform bulk operations for bookings on schedule board", "Investment area": "Optimize Project Operations", "Business value": "The feature enables resource managers to move or reassign multiple bookings at once, directly from the schedule board. This eliminates repetitive manual edits required during common scenarios such as resource replacement, timeline shifts, scope changes, or schedule realignments. The feature significantly reduces administrative effort and helps you respond quickly to change and manage large teams and complex projects at scale.
", "Feature details": "This feature lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable support for pools and crews in bookings", "Investment area": "Optimize Project Operations", "Business value": "The introduction of pools and crews in Dynamics 365 Project Operations enables organizations to schedule resources in ways that reflect real-world project delivery. By allowing fixed teams or interchangeable resource groups to be booked together and over multiple days, the feature reduces manual coordination and prevents scheduling conflicts. It improves planning accuracy by ensuring all required resources are available for the full task duration, increases usage by minimizing idle time, and provides the flexibility needed to scale staffing for complex, multidisciplinary projects.
", "Feature details": "Pools are groups of interchangeable bookable resources from which one or more can be booked.
Crews are fixed sets of bookable resources (people and/or equipment) that must be scheduled together.
When enabled through feature control, this feature lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable the Investment project feature", "Investment area": "Optimize Project Operations", "Business value": "The Investment project feature in Dynamics 365 Project Operations, integrated with ERP, enables organizations to manage internal capital initiatives such as infrastructure development, research and development, and asset creation. It enhances financial governance, streamlines asset capitalization, and aligns project execution with strategic goals.
Organizations can capitalize long-term project costs to support compliance with accounting standards and improve financial reporting accuracy. The feature tracks all costs for items, time, and expenses as work in progress (WIP), so you have complete visibility and control.
When you complete the project, the system automates the conversion of WIP costs into fixed assets. This automation eliminates manual reconciliation and ensures accurate asset registration.
", "Feature details": "When you enable the Enable investment project for Project Operations integrated with ERP setting, you activate this feature.
Project Classification: The project manager uses this classification to mark a project as an investment project. Use this classification for internal projects. Don't link investment projects to customer-facing contracts.
Transaction Estimates: The project manager adds estimates and budgets for each transaction type. This feature supports better planning and cost tracking.
Contract Restrictions: The system blocks investment projects from project contracts. This restriction keeps investment projects for internal use only.
Financial Treatment:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable milestone date to be time zone independent", "Investment area": "Optimize Project Operations", "Business value": "The milestone date field in the project contract line milestone entity uses user local time, but the same field in the invoice entity is time zone independent. This difference creates a discrepancy in the milestone date when you view it from the invoice schedule in the project contract line in the UI. This feature makes the milestone date consistent in both entities, so invoicing milestones is more accurate.
", "Feature details": "Ensuring that the milestone date (invoice date) consistently appears across both the project contract line milestone entity and the invoice entity improves:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "View partial cancellation of bookings from schedule board", "Investment area": "Optimize Project Operations", "Business value": "The partial booking modification feature lets resource managers cancel specific portions of a resource booking without deleting and recreating it. This reduces manual effort, improves scheduling accuracy, preserves audit history, and unlocks partially available capacity. The result is more flexible planning, higher usage, and better support for agile, real-world project delivery.
", "Feature details": "This feature lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable progress-based billing in Billing hub", "Investment area": "Optimize Project Operations", "Business value": "The progress-based billing feature enables billing based on progress or percentage complete of a milestone. When you integrate this capability with Billing hub, users can take advantage of this feature from Billing hub without going to any other form. This integration reduces clicks and navigation. It improves user efficiency during invoice creation when working on fixed price agreements.
", "Feature details": "With this feature, you get:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable purchase orders with item requirements", "Investment area": "Optimize Project Operations", "Business value": "The purchase orders using item requirements feature in Dynamics 365 Project Operations integrated with ERP enhances operational efficiency and financial accuracy by automating the procurement process for stocked materials tied to project needs.
This feature reduces manual effort and procurement delays by automatically generating purchase orders from item requirements. It improves cost visibility and budget control by ensuring real-time material consumption and cost recognition during product receipt.
Material usage synchronizes across Finance and Project Operations through seamless integration with Dataverse through dual-write, which maintains data consistency. The system also supports three-way matching between purchase orders, receipts, and vendor invoices to ensure compliance and reduce financial discrepancies.
You can reserve stock for project-specific usage in Dataverse to ensure material availability, which minimizes project delays and enhances delivery timelines.
", "Feature details": "Activate this feature by turning on the Enable purchase orders and item reservations for stocked items in Project Operations integrated with ERP setting. When you enable this feature, you get the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/24/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use time zone-agnostic fields in resource planning", "Investment area": "Optimize Project Operations", "Business value": "The time zone-agnostic feature enhances your organization's ability to create resource requirements and bookings with accurate dates that don't depend on time zone differences.
", "Feature details": "Time zone–agnostic fields on resource requirements and resource bookings let project owners set default start and end dates for a project's resource requirements, details, bookings, and related tables.
Currently, these entities use time zone–aware date fields. When users work in different time zones from the original creation time zone, the date fields convert the dates. This conversion causes unintentional discrepancies. This feature enhances extensibility by giving organizations flexibility to use time zone–independent date fields when their organization spans multiple geographies.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"28902d10-8e90-ee11-8179-00224827e5d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Simplify expense management using new enhancements", "Investment area": "Optimize Project Operations", "Business value": "These enhancements close key functional gaps in the Expense Reports Re-Imagined feature. With these enhancements, the feature matches the legacy expense management interface. You get a streamlined and intuitive expense creation and submission process. You also spend less time completing a report.
", "Feature details": "Key enhancements in this feature include:
You get these enhancements through a feature flag, Expense Reports Re-Imagined Enhancements. First, you need to enable the Expense Reports Re-Imagined feature.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e4a10036-9487-ee11-8179-00224827e0df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Experience phase 4 enhancements for Expense mobile app", "Investment area": "Optimize Project Operations", "Business value": "These mobile app enhancements address high-impact usability gaps and compliance issues that customers report. They improve the overall efficiency, user experience, and accuracy of expense management on the go.
", "Feature details": "As part of our ongoing investment in improving the expense experience, we introduced enhancements to the Expense Management mobile app based on direct customer feedback. These enhancements improve usability and streamline the overall user experience. This release includes the following improvement:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Performance improvements to time phasing of quotes and contract line estimates", "Investment area": "Optimize Project Operations", "Business value": "These performance enhancements significantly reduce the time required to plan and adjust estimates, especially for customers managing complex or high-volume project data. Faster recalculations and smoother interactions support a more efficient estimation process.
", "Feature details": "This update enhances the Time Phasing of Estimates experience by delivering significant performance improvements across loading, recalculation, and user interactions. Users can now work more efficiently with large estimates, complex distributions, and multiline quotes without experiencing delays. These improvements ensure smoother navigation when adjusting phased values, faster response times when recalculating totals, and a more reliable experience when viewing historical and future estimate periods. The feature will continue to support accurate time-phased cost and sales prices of the Quote Line and Contract Line estimates while offering a noticeably faster and more seamless workflow.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"f68efd5d-91d4-f011-8544-00224830b9bd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable editing of project date for project adjustments", "Investment area": "Optimize Project Operations", "Business value": "This enhancement gives you the ability to efficiently correct project dates through adjustments. It saves your organization time and ensures that you generate invoices on schedule.
", "Feature details": "You often need to make adjustments when you prepare monthly invoices. If the project manager or customer finds discrepancies, your organization needs a fast and efficient way to correct these errors.
This feature adds two functions to the adjustment process:
This combination of features gives you flexibility to move timesheets or expenses to the correct date when you incurred them. Use the new defaulting toggle to mass update transactions when you post several transactions incorrectly.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/27/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"69dc12e2-9971-ef11-a671-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Improve contract management usability", "Investment area": "Optimize Project Operations", "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.
", "Feature details": "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:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Split credit card transactions in Expense Management", "Investment area": "Optimize Project Operations", "Business value": "This enhancement streamlines the expense entry process. You can use the split functionality even if there are policy violations or if you didn't fill in certain mandatory fields, such as guest information for meals, based on your organization's configuration. This flexibility reduces friction during the initial entry stage. Users can focus on organizing and splitting expenses without needing to input all policy-required details first. This update improves process efficiency and provides a more user-friendly experience.
", "Feature details": "This feature works through a feature flag and a parameter that controls the split expense functionality. When you turn on the feature, you can split credit card transactions even if there are policy violations or if you didn't fill in certain mandatory fields. The mandatory fields come from your organization's policies and include guest information for meals.
Before, you had to fix all policy-mandated fields before you could start a split. This requirement often interrupted your workflow and created a risk of data loss when you tried to split transactions after updating required information. With this enhancement, you can split expenses right away without fixing all violations.
This feature gives you more flexibility to efficiently manage and split expenses on the go. It reduces friction, improves the data entry flow, and makes your overall experience better.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c0e868b4-3d49-f011-877a-7c1e527f320c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "View Outlook meetings within Time Entry Calendar", "Investment area": "Optimize Project Operations", "Business value": "This feature adds seamless integration of the Outlook calendar within a native calendar interface in Dynamics 365 Project Operations. This integration helps you keep track of upcoming or completed meetings that may be relevant to projects being worked on, and in upcoming releases can even be used to log time entries.
", "Feature details": "The Time Entry Calendar interface renders information about Outlook meetings within Project Operations. You can choose to view or hide these meetings from the calendar interface.
While this feature enables only viewing meeting details, this will be extended in upcoming release waves to act as a source for time entry creation and bringing knowledge from completed meetings (such as summaries and action items).
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"8eb8d3ee-6cfc-f011-8406-000d3a1bee61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Align financial accuracy with customer invoice dates", "Investment area": "Optimize Project Operations", "Business value": "This feature aligns the accounting date with the invoice date shown on customer-facing invoices to help ensure compliance with standard accounting practices. These changes eliminate discrepancies between invoice date and posting date to help reduce audit risks and improve transparency.
", "Feature details": "Core capabilities include:
This feature is enabled using a feature flag.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"b7b54e08-dacf-f011-bbd3-000d3a54d290", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Analyze project plans with multiple what-if scenarios", "Investment area": "Optimize Project Operations", "Business value": "This feature empowers project managers with accurate, forward-looking planning. They can create multiple scenarios by adjusting scope, schedule, effort, and resource plans to understand how each variable impacts the overall project. This enables informed decision-making before committing to a final plan, ultimately improving efficiency and effectiveness through data-driven insights, better estimates and forecasting, and faster approvals.
", "Feature details": "When enabled through feature control, this functionality lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use what-if analysis on estimates", "Investment area": "Optimize Project Operations", "Business value": "This feature empowers you to simulate various estimation scenarios by adjusting key pricing dimensions, providing real-time insights into quote estimations. You can explore different strategies and quickly identify the most effective path to achieve your financial goals. By manipulating factors such as price, discount rates, and cost reductions, you can optimize profitability and align quotes with specific sales targets.
Automated calculations save time, reduce errors, and enhance negotiation flexibility, enabling sales teams to confidently tailor proposals to client needs while safeguarding their bottom line. This ensures that every quote meets both customer satisfaction and business objectives.
", "Feature details": "This feature introduces a robust what-if analysis capability for estimates that enables you to model scenarios and evaluate their impact on key financial goals.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Support for on-account category in Dataverse", "Investment area": "Optimize Project Operations", "Business value": "This feature enables correct categorization of retainers, milestones, and advances for accurate revenue posting in Dynamics 365 Finance. This eliminates manual intervention in finance and operations apps for category management, helping to reduce errors and improve productivity.
", "Feature details": "This feature is applicable only for Project Operations integrated with ERP environments.
Core capabilities include:
This feature is enabled using a feature flag.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"8e6901d7-a4d0-f011-bbd3-000d3a54d290", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Customize the Task details pane for tailored experiences", "Investment area": "Optimize Project Operations", "Business value": "This feature enables customization directly within the Task details pane. With this feature, there's no need to open forms outside the task grid. With a single click, users get a seamless, in-context experience without tab switching or workflow disruption. This empowers organizations with flexibility to tailor task views by adding, removing, or formatting fields to match their unique processes. This adaptability streamlines operations by enabling custom validations and triggering workflows directly from the pane, reducing manual effort and improving efficiency.
", "Feature details": "In the task grid, when you select the i icon next to a task name, the Task details pane opens so you can enter more information. This pane is part of Microsoft Project for the web and is embedded in an iframe that makes it noncustomizable.
With this feature, you get a customizable task form. The form shows essential task attributes and lets you bring customization to the task pane. You can manage and track project tasks more easily in one place. This feature is managed through a feature flag in Project Parameters. When enabled, clicking the i icon opens a customizable task pane that lets you manage tasks and trigger business flows directly from the task grid. You can still access the standard Project task pane via the overflow menu, giving you complete flexibility to choose between the custom Dataverse task pane and the Office task pane based on your requirements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/30/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"230136d7-a9b3-ef11-b8e8-6045bdd73fa5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add support to import tasks from other projects", "Investment area": "Optimize Project Operations", "Business value": "This feature enhances reusability in Project Operations by enabling users to import tasks from existing projects. With this feature, users don't need to create tasks manually.
", "Feature details": "Currently, to bring tasks from another project into a new project, you must manually enter the task details in the task grid or use schedule APIs. You can also use the copy project feature to create a new project with the same tasks, but this feature has limitations:
With this feature, you can select and import tasks from one or more existing projects into a new project, saving time and effort. You can choose the project and tasks to import while adhering to the task limits per project as specified in the public documentation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/30/2025", "GA date":"07/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"afa1589f-b3b3-ef11-b8e8-6045bdd73fa5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable flexibility when determining financial dimension defaults", "Investment area": "Optimize Project Operations", "Business value": "This feature gives you more flexibility for resource-based and nonstocked scenarios. You can use financial dimensions for both cost and revenue to analyze financial performance. You don't need to manually reclassify costs or revenue.
", "Feature details": "Previously, you had limited options for how financial dimensions default. This feature adds functionality and flexibility to default financial dimension values. With this feature, you can:
In the example in the image below, the system uses the following logic:
The Enable contract line based revenue recognition with Project Operations for non-stocked/resource based scenarios feature modifies the Project default dimension rules form by adding a column to add rules based on specific contract line groups as the first filter.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/07/2024", "GA date":"09/01/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b330ef56-f9f4-ed11-8848-002248258c7b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Calculate revenue recognition for stand-alone selling price contract lines", "Investment area": "Optimize Project Operations", "Business value": "This feature helps organizations set the contract line value on the project contract lines. The system calculates revenue recognition based on the contract line value amount.
", "Feature details": "In revenue recognition, use fixed price billing arrangements with billing milestones to set the contract value. Customers need to calculate the contract value separately from the billing milestones when extra effort or resources are required to complete a fixed price project or when a contract line is discounted.
Use the contract value to calculate revenue recognition. Use billing milestones to invoice the customer. When you separate these values, you can recognize revenue based on the effort or stand-alone selling price. This approach aligns better with ASC 606 and IFRS 15 requirements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/12/2025", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"97fb210b-46a6-ef11-8a69-7c1e520a48ea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Initiate time entry creation from projects and tasks view for team members", "Investment area": "Optimize Project Operations", "Business value": "This feature reduces time spent on manual entry creation, making more time available to use for higher leverage activities and more accurate time tracking because it's prepopulated with the current staffing.
", "Feature details": "Team members can now begin their time entry process from their assigned or booked projects and tasks, making their time entries more aligned with staffing and reducing manual effort overall. When you select time entry creation from the new Projects and Tasks view, you're redirected to the time entry grid where your entries are prepopulated based on assigned or booked hours.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"f6efa7c4-6bfc-f011-8406-000d3a1bee61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use integration troubleshooting for modern projects", "Investment area": "Optimize Project Operations", "Business value": "This feature saves time troubleshooting for customers and partners. It makes it easier to find when data doesn't integrate between the finance and operations architecture and Microsoft Dataverse.
", "Feature details": "The feature introduces a new workspace for the resource and nonstocked deployment type of Dynamics 365 Project Operations. This workspace enables new scenarios that save time when you troubleshoot errors and review configuration errors, system errors, and other potential issues that logs might otherwise bury or miss.
For example, the workspace enables you to identify and resolve dual-write sync issues that relate to vendor invoices and expenses. It provides detailed insights into the root causes of errors, including the number of affected records and associated amounts, so you clearly understand the scope of the issue.
New capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add calendar control to the work hour template entity", "Investment area": "Optimize Project Operations", "Business value": "This feature simplifies updating the work hour template by reducing the number of steps in the process.
", "Feature details": "Work hour templates come from a bookable resource's work hours, but they don't include a calendar tab. To view or change these templates, go to the resource and update their work hours. If you want to change the work hours in the templates, check the resource's calendar.
To simplify updating the work hour template, we plan to add a calendar tab in the work hour template entity.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"08/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8e8005b5-2db3-ef11-b8e8-7c1e52483d1b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable subcontractor vendor invoice matching to actuals", "Investment area": "Optimize Project Operations", "Business value": "This feature, enable subcontractor vendor invoice matching to actuals for Project Operations integrated with ERP, enhances financial accuracy and operational efficiency in subcontracting processes by enabling vendor invoice matching against actual costs. It reduces manual reconciliation, minimizes invoicing errors, and ensures compliance with cost tracking requirements. As a result, organizations can improve transparency, strengthen vendor relationships, and accelerate the procure-to-pay cycle.
", "Feature details": "When you enable the Enable subcontractor vendor invoice matching to actuals for Project Operations integrated with ERP setting, you activate this feature.
Key capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable Project Revenue recognition using cost estimate instead of EAC", "Investment area": "Optimize Project Operations", "Business value": "Use project forecast or budget to calculate percentage of completion instead of the current estimate at completion (EAC), giving steadier revenue, clearer insights, and easier audits. This helps finance teams reduce month-end surprises and gives leaders more confidence in project performance.
", "Feature details": "When you enable the Enable Project Revenue recognition using the cost estimate instead of the EAC setting, you activate this feature.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Corrections for intercompany project transactions", "Investment area": "Optimize Project Operations", "Business value": "Using intercompany resources to deliver projects introduces another level of complication in managing pricing and lending resources across legal entities. To address this complexity, a new experience is available to give insights into potential pricing concerns and to enable a streamlined experience to correct intercompany timesheets. The corrections result in a full reversal and the ability to repost with the required change or updated pricing.
", "Feature details": "Several new enhancements are enabled if you are using the Project Operations for Manufacturing deployment type after enabling the Enable posted intercompany project transactions correction feature. Added functionality includes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add new scenarios for moving to the modern architecture", "Investment area": "Optimize Project Operations", "Business value": "Using this feature, you can take advantage of all of the investments we've made to the modern architecture for Project Operations on the Microsoft Dataverse platform. In addition to a great user experience, you'll get access to powerful and mature functionality for project planning with Microsoft Project for the web, modern resource management, subcontracting, and more. You'll have access to all of this without losing the benefit of the rich project accounting and invoicing capabilities of finance and operations apps.
", "Feature details": "You can move from the Project Operations for manufacturing deployment type to the Project Operations Integrated with ERP deployment type. Learn more about the different deployment types: Determine your deployment type.
The enhancements in this feature enable the parallel use of projects from both deployment types and the option to cleanly cut over from one deployment type to the next. If you want to run both systems in parallel, you can enter transactions, create invoices or run revenue recognition, and close any long-running projects when complete. If you want to have a single unified experience, you can close all existing projects and migrate beginning balances into new projects on the modern architecture.
Use this feature if you're using the Project management and accounting module and don't need production orders or manufacturing. With this feature, you can enable our modern architecture for new projects without needing to reimplement your existing legal entity. If you want to continue using the capabilities in the stocked deployment type, you aren't impacted by this feature.
Enhancements included beyond the initial release include:
With this feature, we remove access or make read-only the legacy functions that exist in both deployment types. For example, when you enable this feature, you can't edit resource management and project work breakdown structures in the finance and operations user interface for the Project Operations Integrated deployment type. For projects you create in the modern new architecture, use Unified Resource Scheduling experiences for resource scheduling, and Project for the Web experiences for project planning.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1806b067-5247-f011-877a-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Track real project progress from field execution", "Investment area": "Optimize Project Operations", "Business value": "When field technicians complete work tied to a project task, you see that progress reflected immediately in your project health metrics. Approved Field Service time flows directly into task-level work breakdown structure (WBS) tracking in Dynamics 365 Project Operations, so effort completed, percent complete, estimate at completion (EAC), and schedule variance stay accurate without manual reconciliation.
", "Feature details": "This feature enhances Dynamics 365 Project Operations by extending its native work breakdown structure effort tracking to include approved time captured in Field Service when the Field Service and Project Operations integration is enabled and time flows in at the project task level.
Approved Field Service time now contributes directly to task-level WBS execution metrics in Project Operations when time is captured against a project task. Task metrics such as effort completed, effort remaining, percent complete, estimate at completion, and schedule variance are calculated using approved field labor under the same native project rules used for time entered directly in Project Operations.
Because these calculations occur at the leaf task level, their impact rolls up automatically to summary tasks and the project root. Effort tracking views, reprojections, and project-level status indicators reflect real execution in the field, rather than inferred progress or manual reconciliation. Project managers can assess delivery health, forecast outcomes, and identify schedule risk using execution metrics grounded in approved field work.
This enhancement doesn't introduce new execution logic or formulas. It enables existing Project Operations WBS effort tracking behavior to include Field Service execution when time is captured against project tasks.
This feature is only available when the Field Service and Project Operations integration is enabled.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8b30d039-bf02-f111-8407-7c1e52582c38", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Post project invoice proposals using multithreaded batch tasks", "Investment area": "Optimize Project Operations", "Business value": "When you complete invoices on time, you meet billing deadlines and keep cash flowing into your business. This feature reduces the turnaround time for posting invoice proposals so you can quickly create the final invoice document to send to customers.
", "Feature details": "For organizations delivering complex projects, a single invoice proposal can include thousands of invoice lines. Similarly, thousands of customers might need to invoice every billing cycle. In both cases, the window is often short between the time users submit all transactions for the period, review them, and generate invoices. This feature significantly improves performance when posting the project invoice proposal and makes the final invoice document available.
This feature provides the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Copy quotes and contracts across legal entities", "Investment area": "Optimize Project Operations", "Business value": "When you create quotes and contracts, you associate a legal entity with these records for customers who deploy the resource and nonstocked scenarios. If you need to copy the quotes and contracts, you might need to recreate them in a new legal entity to show an alternate delivery model.
", "Feature details": "This feature gives you the ability to choose and set the target legal entity, customer, and business unit when you duplicate or replicate a quote or contract. With this functionality, the platform gives you control and flexibility to specify the exact entities and units for the replication process. This capability makes managing quotes and contracts more efficient and accurate.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/29/2024", "GA date":"10/30/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b38d3de3-17f1-ed11-8849-00224827e528", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Copy externally scheduled projects", "Investment area": "Optimize Project Operations", "Business value": "When you use external scheduling in Project Operations, you can now use the same copy functionality that users of the default scheduling engine have.
", "Feature details": "Currently, customers who use the default scheduling engine can use the copy project functionality. This functionality isn't available for externally scheduled projects. With this new feature, you can copy externally scheduled projects and copy the project entity in Microsoft Dataverse to a new project.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/30/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6ce175d0-28b3-ef11-b8e8-7c1e52483d1b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Use time zone independent accounting date in project invoicing", "Investment area": "Optimize Project Operations", "Business value": "When you use the time-zone agnostic accounting date field, the voucher date in finance and operations is always correct. The date stays accurate no matter the signed-in user's time zone, so project invoicing is always accurate.
", "Feature details": "When you use this feature, Dataverse includes a new time-zone (TZ) agnostic accounting date field. Use this TZ agnostic accounting date field instead of the accounting date field, which uses the user's local time zone, when you post transactions in finance and operations (resource deployments).
When you enable usage of this field, you can use a time-zone agnostic accounting date in invoiced transactions so invoicing is accurate.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"791918ca-d8fe-ef11-bae3-6045bda94eab", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Project cost for service items and procurement categories with item requirements", "Investment area": "Optimize Project Operations", "Business value": "When you use this feature with item requirements, it streamlines project costing for service items and procurement categories. Project costs automatically update to reflect:
These enhancements help you manage costs more accurately and dynamically. They improve financial oversight and project profitability.
", "Feature details": "This feature resolves key challenges associated with using service items in Project Operations when you enable the item requirement feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Enable estimate grid to display cost and sales on one row", "Investment area": "Optimize Project Operations", "Business value": "With this feature enhancement, you can view and edit both cost and sales on one line of the estimate grid. You can easily edit these values within the One Grid view.
", "Feature details": "This feature consolidates cost and sales visibility into a single, easily accessible One Grid view. It keeps control over editable fields, so you get better efficiency, accuracy, and user satisfaction when managing estimates.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/31/2025", "GA date":"04/30/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"6ac4322e-cd34-ef11-840a-7c1e5215b1d0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Post expenses on the expense report posting date", "Investment area": "Optimize Project Operations", "Business value": "With this feature, businesses can post expense transactions on a specific posting date instead of the expense report date. This change improves G/L management, keeps voucher numbering in order, and simplifies statutory compliance. As a result, financial reports are more accurate.
", "Feature details": "The feature provides administrators with a parameter on the Expense Management Parameters page. When you enable this parameter, the system posts expenses by using the posting date instead of the transaction date.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"86353879-79b2-ef11-b8e8-7c1e5264169a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/02/2025" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Post project cost for the procurement category upon product receipt", "Investment area": "Optimize Project Operations", "Business value": "With this feature, the system records project costs when you post the purchase product receipt for procurement categories. Currently, the system updates project costs only when you post the vendor invoice.
This feature also generates the sales amount and corresponding financial transactions. With these transactions, you can issue project invoices without waiting for the supplier's purchase invoice.
", "Feature details": "This feature helps you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add support for Currency on custom columns", "Investment area": "Optimize Project Operations", "Business value": "With this feature, you can add Currency data type fields as enterprise task custom columns within the task grid. This provides greater flexibility and lets you configure task grids to include critical data points that align with your business needs. Usability is improved to reduce navigation by consolidating more information directly into the task grid. The feature helps you reduce customization effort and avoid the overhead of customizing task forms to display Currency fields.
", "Feature details": "As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an upcoming release. This enhancement builds on the existing functionality that allows you to add Date, Text, Number, and Choice fields to the task grid.
With this enhancement, you gain the ability to add Currency data type fields as enterprise task custom columns. This change makes it easier to surface financial data directly in the task grid, eliminating the need for task form customizations.
The process for creating and adding custom columns remains unchanged, ensuring a consistent and familiar workflow while offering expanded options. This feature will be enabled by default for all customers and doesn't require any additional configuration or action to enable.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"35dc1908-627e-f011-b4cc-7c1e52172eed", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/31/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Add support for Lookups on custom columns", "Investment area": "Optimize Project Operations", "Business value": "With this feature, you can add Lookup data type fields as enterprise task custom columns within the task grid. This provides greater flexibility and lets you configure task grids to include critical data points that align with your business needs. Usability is improved to reduce navigation by consolidating more information directly into the task grid. The feature helps you reduce customization effort and avoid the overhead of customizing task forms to display Lookup fields.
", "Feature details": "As part of our commitment to continuously improve Project Operations, we plan to expand the Enterprise Task Custom Columns capability in an upcoming release. This enhancement builds on the existing functionality that allows you to add Date, Text, Number, and Choice fields to the task grid.
With this enhancement, you gain the ability to add Lookup data type fields as enterprise task custom columns. This change makes it easier to surface relational data directly in the task grid, eliminating the need for task form customizations.
The process for creating and adding custom columns remains unchanged, ensuring a consistent and familiar workflow while offering expanded options. This feature will be enabled by default for all customers and doesn't require any additional configuration or action to enable.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ccd5186e-7e0e-f111-8406-7c1e521a8fe1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Sync global address book with Project Operations", "Investment area": "Optimize Project Operations", "Business value": "With this feature, you can maintain multiple invoices and delivery addresses along with multiple contact details for customers, vendors, and contracts. You can also use these addresses for invoicing purposes.
", "Feature details": "Customers can assign delivery addresses to project contracts and funding sources. The system uses these addresses as the default for project invoices. The addresses synchronize with Dynamics 365 Finance for project invoices.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"08/04/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"131b38ec-80a1-ef11-8a69-6045bdee0f9b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Get organization-wide view of assignments", "Investment area": "Optimize Project Operations", "Business value": "You can quickly see global-level assignments and bookings-related data in a single view, without switching context to get organization-wide transparency in effort and booking-related data. This enables you to make data-driven decisions and improve forecasting through better visibility into resourcing trends and health.
", "Feature details": "When available, this feature helps you get:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1304b79a-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Project Operations", "Feature name": "Create work orders from project tasks", "Investment area": "Optimize Project Operations", "Business value": "You can turn project tasks into executable Field Service work orders and bill only what matters, giving your project teams clear delivery visibility and reducing downstream surprises.
", "Feature details": "This feature enhances the Dynamics 365 Field Service and Dynamics 365 Project Operations integration by enabling your project and field teams to create Field Service work orders directly from project tasks or linking existing work orders to specific project tasks. Anchoring work orders to a specific project task establishes a clear connection between planned project scope and field execution from the start. This gives dispatchers and technicians clear context for why and when work should occur, reducing ambiguity, preventing out-of-sequence execution, and minimizing the risk of work being performed against the wrong scope.
Linking work orders at the task level enables task-based billing in Dynamics 365 Project Operations for Field Service execution. With task-based billing, contract rules apply at the project task level, so only selected tasks are billed under a given contract line. This supports mixed billing models within a single project and ensures invoicing reflects contractual scope rather than all project activity.
This feature is only available when you enable the Dynamics 365 Field Service and Project Operations integration.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"d04b9f6f-a523-f111-8341-7ced8dcf6549", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Automate HR leave sync for accurate project planning and tracking", "Investment area": "Optimize human resource operations", "Business value": "A major challenge for customers has been the inefficiency and risk of errors caused by manually updating employee leave and absence information across disconnected systems. Integrating Dynamics 365 Human Resources leave with Project Operations time entry facilitates the automatic update of employee leave and absence data within project time tracking systems. This integration minimizes manual entry errors, optimizes administrative processes, and enhances the accuracy of payroll and billing. Streamlined workflows provide managers with real-time insights into resource availability, enabling more effective project planning. Overall, this approach improves operational efficiency, strengthens reporting precision, and supports informed decision-making across Human Resources and project management functions.
", "Feature details": "The integration of Dynamics 365 Human Resources leave with Project Operations time entry facilitates the seamless transfer of employee absence data to project time tracking within Dataverse. This functionality automatically synchronizes leave and absence records from Dynamics 365 Human Resources into Project Operations, thereby ensuring that project time entries consistently reflect accurate resource availability.
Key benefits and technical details include:
Through the integration of these systems, organizations can optimize workflows, improve operational efficiency, and obtain actionable insights into human resources and project management functions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b3d0f384-aab0-f011-bbd3-00224826f06d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Expand hiring by integrating with external agencies", "Investment area": "Optimize human resource operations", "Business value": "External agencies play a significant role in the talent acquisition processes of businesses by acting as force multipliers that enhance speed, reach, and hiring effectiveness alongside existing sourcing and recruitment workflows. Their value lies in their ability to access passive and specialized talent pools, expedite time-to-hire during periods of increased demand or urgent requirements, and offer valuable market intelligence regarding compensation trends and talent availability.
Agencies demonstrate particular effectiveness in specialized, executive, global, confidential, or contract recruitment, especially when integrated with Dynamics 365 Human Resources to facilitate sourcing, screening, and offer alignment. With clear service-level agreements (SLAs) and performance metrics guiding their operations, external agencies can significantly enhance recruitment outcomes while preserving internal talent acquisition oversight. This approach shortens time-to-hire, elevates candidate quality, and provides comprehensive visibility into agency performance, thereby enabling more effective hiring decisions, cost control, and scalable growth.
", "Feature details": "Secure integration of external agencies with the Dynamics 365 Human Resources applicant tracking system enables external recruiters to have controlled access for candidate submission, progress tracking, and communication within established workflows. At the same time, this approach ensures that the internal recruiting team retains complete control over data and final hiring decisions.
With features such as built-in permissions, activity tracking, and performance visibility, the Dynamics 365 Human Resources applicant tracking system enables compliance, transparency, and consistency across all agency partners. Centralizing external recruiting activities minimizes manual processes, accelerates the hiring of challenging positions, and provides actionable insights into agency effectiveness, all without sacrificing control or security.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"52e9600c-39b3-f011-bbd3-000d3a1ecba3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Enable HR teams to retire outdated jobs and job titles", "Investment area": "Optimize human resource operations", "Business value": "Organizations constantly evolve, with roles and job titles changing to meet new business needs. As a result, HR teams often face cluttered lists of outdated jobs and titles in their systems, making it harder to manage positions efficiently and accurately. You want a way to keep your data clean, reduce confusion, and ensure only relevant options are available when creating new positions or assigning roles.
With the ability to expire jobs and job titles in Dynamics 365 Human Resources, you can easily retire obsolete roles while preserving historical records for compliance and reporting. This feature streamlines your HR processes by automatically hiding expired jobs and titles from selection lists, helping your team work faster and with fewer errors.
As your organization grows and adapts, this capability empowers you to maintain data integrity, improve operational efficiency, and support accurate analytics. You’ll spend less time managing outdated information and more time focusing on strategic HR initiatives that drive business success.
", "Feature details": "HR admins and managers can enable this feature in the feature management settings. Once enabled, they can add an expiration date to jobs and titles using the Jobs and Titles pages. After the date passes, the system automatically marks them as Expired and hides them from dropdown lists for new positions. Historical data remains available for reporting and compliance. The feature can be disabled anytime through the same settings.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Streamline benefits enrollment process", "Investment area": "Optimize human resource operations", "Business value": "Organizations increasingly seek greater flexibility and employee autonomy in managing workplace benefits. Historically, employees were constrained to modifying their health savings account (HSA) or 401(k) contributions during the annual benefits enrollment period, which limited responsiveness to evolving financial situations throughout the year. Allowing year-round adjustments to HSA and 401(k) contributions gives employees enhanced control over their retirement and health savings, enabling more timely and personalized decision-making. Human resources teams benefit from decreased manual exception handling and improved employee satisfaction.
Furthermore, life insurance enrollment processes can present challenges, particularly when balancing automatic coverage with optional enhancements. With this feature, all employees are efficiently enrolled in a basic life insurance plan, removing unnecessary complexity and reducing confusion. The system eliminates beneficiary prompts for the basic plan, streamlining enrollment and minimizing errors. If an employee does not actively elect the basic life insurance, it is automatically documented as their selection, ensuring compliance and universal coverage. This improvement simplifies benefits administration, enhances data accuracy, and delivers a more seamless experience for both employees and HR personnel.
", "Feature details": "This feature introduces major enhancements to benefits management in Dynamics 365 Human Resources:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Post job ads to LinkedIn to reach top talent", "Investment area": "Optimize human resource operations", "Business value": "Organizations often find it a challenge to source the qualified and relevant candidates for their job openings. The LinkedIn job posting feature tackles the persistent business challenge of limited visibility and slow hiring by enabling companies to broadcast vacancies to a vast global network of professionals. This not only overcomes the struggle to reach qualified candidates but also accelerates the hiring process by connecting with both passive and active seekers, giving businesses a critical edge in securing top talent ahead of competitors. By streamlining job postings and ensuring unified messaging, organizations minimize administrative burdens and eliminate miscommunication, delivering a fast, efficient, and impactful way to fill roles while strengthening their employer brand.
", "Feature details": "The Post job ads to LinkedIn to reach top talent feature enables recruiters and HR teams to share job openings directly to LinkedIn from within the Dynamics 365 Human Resource ATS platform, connecting your organization with large volumes of professionals worldwide.
Key details and technical benefits include:
By using this feature, organizations can accelerate hiring, improve candidate quality, strengthen their employer brand, and make more informed recruitment decisions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"59daa8b4-117f-ef11-ac21-7c1e524a0479", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Drive recruiting efficiency and candidate satisfaction with offer management", "Investment area": "Optimize human resource operations", "Business value": "Recruiters of organizations frequently encounter challenges related to the inefficiency and complexity of manual offer processes. Tasks such as drafting offers, tracking their status, following up, and ensuring compliance are time-consuming and prone to errors, potentially resulting in delays and inconsistencies in candidate communications.
The offer management feature provides recruiters with the capability to efficiently create, manage, and extend offers to candidates, thereby reducing manual workload and administrative time. It promotes accuracy in offer details, monitors status, automates follow-up reminders, and improves the candidate experience through prompt communication. By leveraging offer management, recruiters and hiring teams can transition from manual, disjointed processes to a transparent, compliant, and data-driven recruitment workflow.
", "Feature details": "The offer management feature streamlines recruitment by automating and centralizing the process, enabling timely, transparent communication with candidates. Recruiters can efficiently track offers from creation to acceptance, use standardized templates for consistency, and monitor statuses for improved oversight. This approach reduces errors, supports a strong company brand, cuts administrative work, and frees up recruiters for strategic tasks.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Streamline interview scheduling capabilities", "Investment area": "Optimize human resource operations", "Business value": "Recruiters often struggle with inefficient interview scheduling, frequent conflicts, heavy administrative workloads, and lack of transparency for candidates. These issues slowed down hiring decisions, created frustration, and weakened the employer brand.
This feature enhances recruitment efficiency by allowing recruiters to promptly access interview time slot availability. By facilitating smoother coordination, it reduces scheduling conflicts and expedites the hiring process. Recruiters benefit from decreased administrative workload, and interviewers gain from optimized scheduling aligned with their availability. Candidates experience a more streamlined and transparent process, contributing to a stronger employer brand and reduced attrition. Overall, this results in quicker hiring decisions, increased productivity within talent acquisition teams, and a positive, contemporary recruitment environment for all stakeholders.
", "Feature details": "The Calendar view feature provides recruiters with a powerful, visual way to coordinate interview schedules by displaying the availability of all interview panel members in one consolidated interface. Instead of manually checking individual calendars or relying on multiple rounds of email exchanges, recruiters can instantly see who is available, when, and for how long—dramatically simplifying the coordination process.
Streamlined scheduling through visual clarity: The interface presents each interviewer’s schedule in a clean, easy‑to‑read calendar layout. By visually mapping availability across the panel:
This visual approach removes the complexity of toggling between calendars or comparing schedules across tools.
Intelligent status indicators for transparency: To make interpretation effortless, the Calendar view includes a clear legend that categorizes each time slot with meaningful status labels:
These indicators ensure users always understand the real‑time status of every scheduling option, eliminating ambiguity and unnecessary follow-ups.
Reduced back‑and‑forth communication: By consolidating availability and status updates in one interface, the Calendar view:
This results in a smoother workflow for recruiting teams and a more consistent experience for candidates.
Support for multipanel and complex interview setups: The feature is especially valuable for:
With a unified view, recruiters can coordinate even complex interview loops with confidence and precision.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/27/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"dfb21fbc-47b3-f011-bbd3-000d3a1ecba3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Streamline employee benefit enrollment", "Investment area": "Optimize human resource operations", "Business value": "The new feature for benefits management gives great value to both employees and the organization. The improved experience for reviewing and confirming benefit selections helps employees make informed decisions about their benefits. This experience reduces errors and boosts satisfaction.
When employees view dependents by relevancy, they can easily manage and update their dependent information. This view ensures that employees apply their benefits accurately. When employees compare current and previous enrollments, they see changes over time. This comparison view helps employees understand the impact of their choices and make better decisions in the future.
When the system displays employee contributions, it gives transparency and clarity. Employees see their contributions and better understand their benefits package.
", "Feature details": "The benefits management feature introduces several improvements that streamline the benefits selection process and provide greater transparency for employees. These improvements help employees make better decisions, reduce errors, and increase satisfaction with the benefits system.
This feature includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Ability to link variable pay to position", "Investment area": "Optimize human resource operations", "Business value": "When you link variable compensation to specific positions, you simplify award administration. This link also promotes uniformity across comparable roles and reduces manual work during employee transitions.
", "Feature details": "Variable pay enrollment — Compensation managers link employee positions to variable compensation enrollment through a designated path. The solution adds a section for positions, where you can link multiple positions to variable pay plans. The solution creates a grid to maintain these relationships. Variable compensation awards — The solution adds a Position field to the Variable compensation awards section. Managers use this field to specify positions when they assign awards. Dropdown lists are populated with the active positions for each employee. Data entity modifications – The solution modifies data entities to include position details in exported data for both enrollments and awards. The solution adds new columns for positions. You need this change for correct data management and reporting.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/02/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d6ccab5f-9c4b-f011-877a-6045bddb894e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "92fdd980-d3b7-e911-a992-000d3a4f3343", "Product name": "Dynamics 365 Human Resources", "Feature name": "Streamline benefits eligibility processing", "Investment area": "Optimize human resource operations", "Business value": "When you update the benefits eligibility processing, you improve system performance and administrative productivity. By automating the removal of outdated process results, you keep the system lean and responsive. Adding an employee start date filter enables more precise and efficient processing. This filter supports key activities like open enrollment and onboarding with greater accuracy and less manual effort.
", "Feature details": "Clean up benefits eligibility process results - A batch job deletes process results that are older than a set time frame. This feature cleans up results regularly and helps improve system performance. You can use this feature when you enable Benefits management.
Employee start date filters for benefits eligibility processing batch job - The benefits eligibility processing batch job includes a new filter for the employee start date field. You can limit processing by employee start date.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/02/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d74cd683-9f4b-f011-877a-6045bddb894e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enhance clienteling with Copilot customer insights", "Investment area": "AI innovation with Copilot", "Business value": "Copilot helps store associates personalize shopping experiences for customers by providing real-time insights into customer preferences and behaviors right in the store. It analyzes purchase history, clienteling notes, product recommendations, and more to deliver precise, actionable insights. With rich contextual information available directly inline, you can connect with your customers on a deeper level without having to switch focus. You see the impact in satisfied customers who keep coming back for the personalized touch only you can provide. With Copilot, you're not just selling products; you're crafting experiences that resonate with each individual shopper.
", "Feature details": "With Copilot, you get insights about your customers’ preferences, including their favored categories and price points, as well as the store locations they frequent.
Preferred categories and basket analysis: Copilot analyzes your customers’ purchase history to identify the types of products they love. Whether they gravitate toward high-end electronics or are frequent buyers of eco-friendly products, you know exactly what to recommend next. Plus, Copilot understands price sensitivity, helping you suggest items that not only match their interests but also their budget.
Preferred store location preferences: Understanding where your customers prefer to shop is crucial. Copilot tracks this data, allowing you to tailor your approach based on whether they’re local regulars or out-of-town visitors looking for something special.
RFM analysis: Recency, frequency, and monetary value (RFM) analysis is a cornerstone of customer segmentation. Copilot performs this analysis on your customers’ transaction history and segments them into groups based on their shopping behavior. With this segmentation, you can prioritize your attention and offers to those who are most engaged with your store.
Summarized timeline of customer activity: Keeping up with every interaction can be overwhelming. Copilot summarizes the timeline of each customer’s activity. At a glance, you can catch up on their past interactions, making it easy to continue the conversation where it left off or to provide a personalized follow-up.
When you leverage these insights, you’re not just selling products; you’re building relationships. Copilot doesn’t replace your expertise—it enhances it, giving you the tools to create memorable experiences that keep customers coming back.
You can disable and reenable the customer insights feature by using the profile functionality that maps to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release. It's also available in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs) to help facilitate adoption.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/20/2024", "GA date":"03/07/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"acf272e0-b214-ef11-9f89-6045bda7565a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Drive sales and improve efficiency with Copilot for merchandising data", "Investment area": "AI innovation with Copilot", "Business value": "In Dynamics 365 Commerce, the Copilot-based summary and insights for merchandising data provide an interactive summary panel, automated data validations, and risk previews. By proactively identifying errors and inconsistencies in merchandising configurations, Copilot ensures data accuracy and empowers users to take corrective actions promptly. Properly configured products are essential for retail success, as inaccuracies can lead to missed sales opportunities.
", "Feature details": "The Copilot-based summary and insights for merchandising data in Dynamics 365 Commerce offers these capabilities:
In Dynamics 365 Commerce headquarters, use the Enable Copilot based summary and insights for merchandising data feature management switch to disable or enable the Copilot-based summary and insights feature. This feature is available in the Dynamics 365 Commerce 10.0.41 release. To facilitate adoption, the feature is also included in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs).
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/20/2024", "GA date":"05/01/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c26e648b-09eb-ee11-a204-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Discover retail statement insights using Copilot summaries", "Investment area": "AI innovation with Copilot", "Business value": "Physical stores regularly send cash-and-carry transactions to Dynamics 365 Commerce headquarters for processing, which updates inventory and financial records. However, frequent processing failures can lead to significant time and effort spent troubleshooting by the operations team. Delayed identification of these issues complicates resolution, especially when compounded by time-sensitive constraints such as financial year closure or the discontinuation of items. The Statement posting summary and insights by Copilot feature aims to deliver actionable insights on failed transactions, enabling you to prioritize and address issues effectively.
", "Feature details": "The Statement posting summary and insights by Copilot feature uses Copilot to offer a comprehensive summary of insights derived from posted and unposted statements. The summary includes insights such as the count of transactions affected, the total sales amount of these statements, and risks such as transactions with returns without receipts, expense transactions, and price overrides. For each failed statement, the system presents a synopsis of the error to help users easily understand the issue.
The Statement posting summary and insights by Copilot feature is enabled automatically, but administrators can enable or disable it using the Commerce headquarters feature management workspace. This feature is available in the Dynamics 365 Commerce 10.0.41 release, and is also included in the Commerce 10.0.38, 10.0.39, and 10.0.40 releases through proactive quality updates (PQUs) to facilitate adoption.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/20/2024", "GA date":"03/01/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8dbb2bc7-9014-ef11-9f8a-6045bddc4804", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Improve sales with Store Commerce Copilot product insights", "Investment area": "AI innovation with Copilot", "Business value": "Sales associates in retail stores can better sell products with Copilot-generated product insights in Store Commerce. They have access to summarized key product information to help customers quickly find the right products. Copilot also helps sales associates suggest other products that complement a selected product to increase store sales.
", "Feature details": "Copilot for Store Commerce generates product insights to help sales associates in retail stores improve their sales effectiveness and efficiency. With the generated insights, store associates can quickly learn and share the most relevant information about products with customers.
Store Commerce displays the Copilot-generated product insights on the product details page. The insights include the following information.
You can disable and enable the Copilot product insights feature by using the profile functionality that maps to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release. It's also included in the 10.0.38, 10.0.39, and 10.0.40 Commerce releases through proactive quality updates (PQUs) to facilitate adoption.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/20/2024", "GA date":"03/07/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"234aa551-9414-ef11-9f8a-6045bddbf119", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Discover store trends and patterns with Copilot report insights", "Investment area": "AI innovation with Copilot", "Business value": "Store insights using Copilot deliver streamlined smart summaries that offer an immediate overview of a store’s performance. Key metrics, such as sales, returns, discounts, and payment types that the summary includes for the channel and store, are prominently featured. This data equips store associates and managers with the information necessary for strategic decision making.
", "Feature details": "This feature enables Dynamics 365 Commerce’s point-of-sale (POS) solution for Store Commerce to provide narrative summaries of channel sales and store performance reports. Using the capabilities of narrative visuals, the POS system delivers concise, human-readable summaries that highlight key metrics and trends from transactional data.
The feature includes the following capabilities:
You can disable and reenable store insights by using the functionality profile that you map to your store channels. This feature is available in the Dynamics 365 Commerce 10.0.41 release. Proactive quality updates (PQUs) for Commerce 10.0.38, 10.0.39, and 10.0.40 releases also include this feature to facilitate adoption.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/20/2024", "GA date":"03/07/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a992a228-4012-ef11-9f89-6045bda844fd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable associates to monitor and detect offline health issues", "Investment area": "Digital commerce", "Business value": "Administrators use the Store Commerce health check feature to get insights into the status of the network and other hardware peripherals. Offline readiness and business continuity are crucial for maintaining service levels and customer satisfaction during network issues. Store employees need to know if their devices are ready for offline mode to ensure seamless transitions and uninterrupted operations.
This feature provides a new view for offline health checks that shows key diagnostic information such as database size, database health, download session status, and sync failures. These details give critical warnings and alerts that affect the ability to switch to offline mode and offer recommendations for resolving these issues.
", "Feature details": "With this feature, your store associates and managers see the following improvements in the Store Commerce app health check:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Use Adyen risk management to minimize e-commerce fraud", "Investment area": "Digital commerce", "Business value": "In today's digital age, many businesses operate online with minimal human involvement. While this method lowers costs and enhances customer experiences, it also makes companies vulnerable to significant fraud risks from individuals who exploit the online channel's anonymity and ease of access. When customers use the Microsoft Adyen connector with e-commerce, they can leverage Adyen's risk management capabilities to detect, mitigate, analyze, and monitor fraud.
", "Feature details": "Adyen provides comprehensive risk management capabilities that effectively detect and mitigate fraud. For more information, see https://docs.adyen.com/risk-management/. Merchants who use Microsoft's Adyen connector for their e-commerce websites can get Adyen's risk management capabilities by enabling the capability in the Adyen customer portal. There's no extra setup required from the Dynamics 365 Commerce side.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/27/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5f7016e3-3fe8-ef11-a730-002248219979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Migrate to Azure Maps support in Commerce", "Investment area": "Digital commerce", "Business value": "Microsoft Dynamics 365 Commerce currently uses Bing Maps to show customers nearby store locations for order pickup. With changes in Bing Maps service availability, Commerce is introducing a new mapping module based on Azure Maps, which customers can migrate to for continued location services.
", "Feature details": "To prepare for the Bing Maps deprecation, Commerce is introducing a new Azure Maps module for customers to migrate to. The Azure Maps module is available as a standard module starting with the Commerce version 10.0.45 release.
The Azure Maps module shows the locations of stores on an interactive map. An API key is required and must be added to the shared parameters page in Commerce headquarters. The Azure Maps module provides different views such as road, aerial, and streetside that you can select to view map locations. It also allows interactions such as zooming and user geolocation.
The Azure Maps module works in conjunction with the store selector module to determine the geographic locations of stores that must be rendered on a map. The store selector and Azure Maps modules interact when a user selects a store using one of those modules on an e-commerce site page. The Azure Maps module can be extended for other scenarios beyond interaction with store selector modules.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"09/12/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"6c29da2c-3b40-f011-b4cb-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Streamline multioutlet access for B2B web storefronts", "Investment area": "Digital commerce", "Business value": "This feature empowers business-to-business (B2B) buyers with a seamless, unified experience across multiple outlets. This feature simplifies account management by enabling a single sign-in for all organizations, reducing friction and improving efficiency. Buyers can place and track orders for multiple outlets from one storefront, thereby reducing errors. Buyers can use a single sign-in to access all their organizations, view outlet-specific catalogs, and manage orders for all their organizations in one place.
By consolidating workflows and account management, businesses can increase productivity, reduce errors, and deliver a seamless experience that drives customer satisfaction and loyalty. The unified approach also supports faster onboarding for new outlets. For your business, this means stronger customer loyalty, higher order volumes, and streamlined operations, while delivering a modern, intuitive experience that differentiates your brand in a competitive market.
", "Feature details": "The multioutlet B2B web storefront introduces a unified sign-in system that allows buyers to access all their associated organizations and outlets using a single account. The storefront UI is updated to display an organization selector during sign-in and provides outlet-specific navigation and catalog views. Buyers can place, track, and manage orders for multiple outlets within a single session, with real-time visibility into order status, inventory, and account information.
This feature supports role-based access, ensuring that users only see the organizations and outlets they are authorized to transact with. This experience is behind a feature flag that's available for administrators to update from Commerce headquarters. Administrators must configure organization and outlet relationships, assign users to their respective organizations, and activate the unified sign-in option in the storefront settings.
The following features are available after enabling this feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Improve orchestration error handling in Intelligent Order Management", "Investment area": "Intelligent Order Management", "Business value": "Dynamics 365 Intelligent Order Management integrates out of the box with Dynamics 365 finance and operations apps through dual-write. When you sync orders from Intelligent Order Management by using dual-write, data issues can prevent one or more lines of the sales order from syncing with Dynamics 365.
With this feature, business users and administrators can see the exact reason for dual-write failures within Intelligent Order Management at the order line or header level without switching context. This functionality reduces troubleshooting time. If an orchestration step fails, the specific errors appear in the orchestration step summary results.
", "Feature details": "This feature improves orchestration and error handling with the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable enhanced unified pricing management migration", "Investment area": "Omnichannel commerce", "Business value": "As part of the ongoing migration to unified pricing management from the Commerce pricing engine, this feature enhancement extends pricing rule capabilities to include shipping discounts, tender-based discounts, and advanced price adjustments. The feature enhancement ensures a comprehensive and flexible approach to managing end-to-end pricing and promotional rules within a unified framework.
", "Feature details": "The key enhancements of this feature include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Directly update trade agreement prices in workspace and master data", "Investment area": "Omnichannel commerce", "Business value": "Attribute-based pricing often requires frequent updates across many trade agreement price records, which historically has been a time-consuming and error-prone process. Pricing managers previously had to locate each price rule in every legal entity, manually expire the old record, and create a new one, making price changes slow and difficult to manage at scale.
This feature streamlines the entire process by giving pricing managers a centralized and intuitive way to search, review, and modify trade agreement price rules. By enabling direct access to active prices from multiple entry points, organizations can respond to market changes faster, reduce administrative overhead, and maintain pricing accuracy across channels.
", "Feature details": "This feature enhancement introduces new inquiry and editing capabilities that allow users to quickly locate and update trade agreement prices without navigating to every individual sales price list or company.
Key capabilities:
Centralized price inquiry for trade agreement rules - Pricing managers can now view all relevant trade agreement prices from three locations:
Price Management workspace – Displays all active trade agreement prices across entities.
Customer master – Shows all trade agreements associated with a specific customer.
Product master – Shows all trade agreements associated with a specific item or SKU.
This centralized visibility removes the need to search manually across legal entities or pricing structures.
Direct editing of trade agreement pricing rules - From any of the inquiry pages, users can now directly:
Update expiration dates.
Edit existing prices.
Modify rule attributes.
The system applies these changes without requiring users to end-date old records and create new ones manually.
Faster response to pricing changes - These enhancements significantly reduce the operational burden of updating attribute-based pricing, enabling teams to:
React quickly to market changes.
Maintain price consistency across customers and products.
Reduce errors caused by manual updates.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Support cross-legal entity order fulfillment for Dynamics 365 Commerce", "Investment area": "Omnichannel commerce", "Business value": "By automating cross-legal entity order fulfillment, retailers can source, promise, and deliver orders from the most optimal location regardless of company boundaries. It reduces manual intervention, accelerates delivery, and enables true omnichannel experiences, directly addressing the needs of global and multiband retailers.
", "Feature details": "This feature includes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable credit management support for Commerce orders", "Investment area": "Omnichannel commerce", "Business value": "Credit limit management is essential for business-to-business (B2B) organizations because most transactions occur on accounts, often involving large orders, long fulfillment cycles, and repeat purchasing. By enforcing well‑defined credit limits and blocking rules, your organization can control financial risk, prevent bad debt, and maintain healthy cash flow, ensuring that open orders, uninvoiced orders, and outstanding balances are all factored into a buyer’s available credit.
Before this feature enhancement, unlike Supply Chain Management orders, Commerce orders didn't follow the standard credit management capabilities. This resulted in different order processing flows that required customization to make order processing consistent.
This feature ensures consistent credit policies for customers using both Supply Chain Management and Commerce orders, reducing operational complexity and eliminating costly customizations.
", "Feature details": "This feature enhancement extends the standard credit management framework to all Commerce orders across channels, ensuring the consistent application of credit policies between Commerce and Supply Chain Management. During order fulfillment, Commerce channels including call center and POS adhere to defined credit management blocking rules to determine whether an order should be placed on credit hold for review. For order capture scenarios, POS and Commerce e-commerce continue to rely on the existing Check credit limit on sales order configuration in credit and collections parameters to evaluate whether a credit limit check should be performed at order placement.
To use these capabilities, store administrators must enable a new Enable credit management for Commerce orders feature flag in the Commerce headquarters Feature management workspace.
Two exceptions to standard credit limit validation remain in place:
This feature enhancement ensures unified and predictable credit governance across all Commerce channels, while respecting scenarios that require operational exceptions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2303f063-65cb-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Pay by link support for call center orders", "Investment area": "Omnichannel commerce", "Business value": "Enabling call center users to generate payment links for customers greatly benefits call center operations. When call center users generate payment links for customers, customers don't need to share sensitive card details verbally over the phone, which enhances security and trust. When call center users provide payment links to customers, customers can use modern payment methods like digital wallets that aren't feasible in traditional phone transactions. This expanded payment flexibility improves the overall customer experience.
", "Feature details": "As part of this feature, Dynamics 365 Commerce enables call center agents to generate payment links for orders and share them with customers through email or other communication methods. Customers can open the webpage for a payment link and complete their payment using various payment options, including digital wallets, credit cards, or \"buy now, pay later\" payment methods. The call center agent can wait for the customer to complete the payment or create the order on hold, which lets the customer make the payment when it's convenient. If the customer completes the payment within the predefined transaction duration, the system will release the order for fulfillment. Otherwise, the system automatically cancels the order and releases the inventory.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/16/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a59c2ae1-ea3c-f011-b4cc-7c1e52188b61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Roll out multifaceted pricing strategies", "Investment area": "Omnichannel commerce", "Business value": "In their omnichannel transformations, organizations are adopting multifaceted pricing strategies and seeking better control over pricing. They want to eliminate pricing silos and use a centralized platform to plan, manage, review, and roll out pricing across all customer engagement touchpoints. Organizations also need an efficient way to define and maintain price breakdown and margin components that incorporate all relevant factors to offer contextual pricing that resonates with customers.
The omnichannel experience also requires real-time and performant pricing execution that enables businesses to quickly adapt to market changes and customer demands. With this feature, you can implement a unified pricing management module that works consistently and comprehensively across supply chain, retail, and e-commerce business processes.
", "Feature details": "The pricing management module provides the following capabilities to help your organization drive omnichannel pricing that covers the presale, sale, and postsale stages of business processes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Modernize Commerce payments to enable new payment methods", "Investment area": "Omnichannel commerce", "Business value": "In today's e-commerce environment, consumers can choose from many different payment methods. Businesses want to give consumers the flexibility to choose their preferred payment option. However, unlike traditional credit and debit card payments, many modern payment methods don't provide payment authorizations in real time. As a result, modern e-commerce systems need to support asynchronous payment processing to help businesses support modern payment methods and improve their sales conversion rates.
", "Feature details": "As part of this feature, Dynamics 365 Commerce enables support for asynchronous payment processing by providing the capability to process payment-related notifications from payment service providers such as Adyen. The Commerce Scale Unit (CSU) provides access to these notifications.
The Store Commerce app uses these notifications to enable a new Pay by Link quick response (QR) code payment method that the Store Commerce app displays for customers to scan, or that cashiers use to generate a link to share with customers via email. Customers open the webpage mapped to the payment link and complete their payment using the available payment options on the webpage.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/16/2025", "GA date":"06/06/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0d6ebb08-e62e-ed11-9db1-000d3a9bb05a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Streamline mass price updates using attribute-based pricing", "Investment area": "Omnichannel commerce", "Business value": "Mass price updates and expirations can often be time-consuming and labor-intensive activities. Pricing managers must manually create new trade agreement records, locate every previous version of the pricing rule across entities, and individually expire outdated entries. This creates significant operational overhead, especially for companies managing large product catalogs or complex pricing structures.
With attribute-based mass pricing updates, unified pricing management now automates these processes and reduces manual effort. Pricing managers can update prices at scale using rule-driven logic, ensure consistent pricing across similar attribute combinations, and eliminate errors caused by manual expiration of legacy rules. This results in faster pricing updates, higher data accuracy, and improved responsiveness to market or cost changes.
", "Feature details": "This feature enhancement introduces mass price update capabilities that use price attribute combinations and rule-based markups to provide an efficient way to manage large-scale pricing changes.
Create trade agreement prices using attribute combinations
Pricing managers can now define pricing updates based on price attribute combinations such as product attributes, customer segments, package types, and warranty types. This functionality allows a single rule to update pricing for a wide range of items and customers that share identical attribute characteristics.
Apply amount or percentage markups based on configurable pricing bases
Users can define new prices using:
This functionality provides a powerful extension of category pricing logic into attribute-based pricing updates.
Automatic expiration of matching legacy pricing rules
When a new pricing rule is created using attribute combinations, the system automatically identifies existing trade agreement records that match the same targeted segments. These legacy rules can then be automatically expired, eliminating the need for pricing managers to search for and manually retire outdated entries.
Mass-update capabilities
Mass-update capabilities do the following:
This functionality is especially valuable for organizations managing thousands of SKUs across multiple channels.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2666e3bf-d2c4-f011-bbd3-0022482b97f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Deploy and manage Dynamics 365 Commerce environments using Power Platform admin center", "Investment area": "Omnichannel commerce", "Business value": "Modernize Commerce environment deployment and management by moving from Dynamics 365 Lifecycle Services to Power Platform admin center, aligned with Power Platform extensibility standards. This capability simplifies environment provisioning, supports compliance, and accelerates onboarding for customers and partners. It reduces operational overhead, improves security through a unified admin experience, and enables retailers to provision and manage Dynamics 365 Commerce environments directly in the Power Platform admin center.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable use of sales order attributes to define pricing rules", "Investment area": "Omnichannel commerce", "Business value": "Order attributes influence ordering behavior segmentation and attribute-based pricing. These attributes include omnichannel attributes such as promotion campaign IDs, order types, and channel-specific attributes. Dynamics 365 Commerce provides the attribute framework so you can edit and set attribute values for orders directly in Commerce headquarters, point of sale (POS), and Commerce runtime (CRT).
You can classify order attributes as header and line attributes, and link them to channels. With the unified pricing management feature, omnichannel and channel-specific order header and line attributes are part of the price attributes.
", "Feature details": "With the unified pricing management feature, price managers use order header and line attribute values to define attribute-based pricing rules.
Price managers can:
In addition to Dynamics 365 Commerce users using channel-specific order attributes to define price rules, Dynamics 365 Supply Chain Management users define the order header and order line attribute groups in parameters and use the attributes to define the price rules.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/25/2025", "GA date":"07/04/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f8ac92d3-588b-ef11-ac21-6045bdfe9661", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Refine unified pricing management data entity for fast, reliable imports", "Investment area": "Omnichannel commerce", "Business value": "Organizations that manage large volumes of pricing rules across multiple environments rely on data entities for efficient configuration management. This feature enhancement improves the reliability, speed, and predictability of import and export jobs used for pricing rule configurations, environment migrations, and automated deployments. By refining the unified pricing management (UPM) data entity, businesses can reduce rework, prevent data inconsistencies, and streamline their lifecycle operations. These improvements directly support better governance, faster onboarding, and higher system stability in global operations.
", "Feature details": "This update delivers a refined UPM pricing rule data entity that improves how organizations manage pricing configuration data through the data management framework (DMF) in finance and operations applications. These enhancements strengthen the entity's structure, mappings, and runtime execution behavior.
Key enhancements
This feature enhancement applies to all organizations using the DMF to manage pricing configurations. It's especially beneficial for the following scenarios:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable asynchronous payment notifications in Commerce headquarters", "Investment area": "Omnichannel commerce", "Business value": "Payment providers like Adyen deliver essential payment-related information such as dispute notifications, payment reports, and payment confirmations through asynchronous notifications. Merchants depend on these notifications to take timely actions to ensure efficient operations. For example, merchants must respond to disputes within a specified timeframe to avoid losing the disputed amount. Similarly, merchants rely on reports for payment reconciliation tasks.
", "Feature details": "As part of this feature, Dynamics 365 Commerce enables support for processing asynchronous notifications from Adyen. The Commerce notification service receives these notifications and sends the relevant notifications to Commerce headquarters for further processing. Implementation partners can use notifications such as disputes and report notifications to build custom experiences for businesses to meet their business process requirements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/16/2026", "GA date":"03/13/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8ae6374b-ea3c-f011-b4cc-7c1e52188b61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable custom price attributes for POS and e-commerce", "Investment area": "Omnichannel commerce", "Business value": "The improved unified pricing feature enhances pricing flexibility, improves customer targeting, and enables these capabilities through the Commerce Scale Unit (CSU)-based application programming interface for point of sale and store operations.
", "Feature details": "The unified pricing feature now provides a simplified approach for defining custom attributes for customers and products in Dynamics 365 Commerce headquarters. You can easily implement these custom attributes via the CSU with minimal customization, enabling pricing flexibility in POS and e-commerce store operations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2025", "GA date":"10/03/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"d3ae8df8-0538-f011-8c4e-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/10/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable price simulation using sales order line attributes", "Investment area": "Omnichannel commerce", "Business value": "This feature enables more accurate and flexible pricing decisions by allowing users to simulate price changes before committing them to a sales quotation. Sales teams can explore multiple pricing scenarios, assess the impact of discounts, and build customer-specific pricing proposals without altering the original quote. With the added ability to simulate pricing based on sales order line attributes, users can now evaluate how attribute-level pricing rules affect the final quotation.
", "Feature details": "Simulate updated prices for quotations: Pricing managers can simulate price changes for an entire quotation or for individual quotation lines. The system automatically recalculates and displays the updated totals, allowing users to quickly compare simulated pricing against the original values.
Attribute-based price simulation: You can now incorporate sales order line attributes—such as package type, warranty type, or other custom attributes—as price attributes within the price simulator. This enhancement allows you to simulate scenarios where the same SKU and customer receive different prices based on order behavior or line-level characteristics. By enabling these attributes for simulation, users can more accurately test attribute-driven pricing rules and validate their impact before applying them to the quotation.
Administrators manually enable this feature in the headquarters Feature management workspace.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/26/2026", "GA date":"03/17/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f0ba5b0c-66bf-f011-bbd3-000d3a1b2369", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Allow net price in Unified pricing management", "Investment area": "Omnichannel commerce", "Business value": "This feature enhances the Unified pricing management module by adding support for negotiated final prices in trade agreements. With this feature, you can define sales prices directly with or without price adjustments and explicitly prevent the application of extra discounts. This functionality ensures accurate discount-exempt pricing that aligns with your contractual or wholesale pricing needs. In some situations, when you negotiate a trade agreement price with customers, you treat that price as an exclusive final price without discounts. Unified pricing management allows you to set sales prices as negotiated net prices without considering discounts.
", "Feature details": "This feature enhances the Unified pricing management module sales trade agreement pricing experience by allowing pricing administrators to define:
The feature supports the following key use cases:
This functionality is especially relevant in B2B, channel sales, and regulated pricing models, where discount logic shouldn't alter the agreed price.
This feature provides the following key capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Define multicurrency pricing using a generic currency", "Investment area": "Omnichannel commerce", "Business value": "This feature helps global and multi-entity organizations streamline pricing operations by allowing price and discount rules to be maintained in one generic base currency. Instead of duplicating price lists for every transaction currency, companies can manage pricing centrally and rely on automated conversion using corporate exchange rates. This functionality reduces manual work, eliminates inconsistencies across regions, accelerates pricing updates, and ensures financial alignment for multinational business operations.
", "Feature details": "Defines a generic currency and sets a default exchange rate - Administrators configure a generic base currency and establish corresponding exchange rates from Finance or an external rate provider.
Centralizes price definition - Pricing rules and trade agreement values are created once in the generic currency, removing the need to maintain separate price lists for each transaction currency.
Converts currency automatically at runtime - When a pricing request is made, unified pricing automatically converts the base currency price into the required transaction currency using the most recent exchange rate configuration.
Scales to large product catalogs - Supports organizations managing tens of thousands of SKUs across multiple markets, ensuring consistent pricing logic without duplicating pricing rules for each currency.
Improves consistency and financial control - Anchoring all price definitions to a stable reference currency reduces fluctuations and ensures a uniform pricing strategy across channels, entities, and geographies.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable streamlined migration to unified pricing management", "Investment area": "Omnichannel commerce", "Business value": "This feature simplifies migration by providing a preconfigured automation script that reduces errors and downtime, validates system readiness with performance benchmarks, and enables data-driven decisions before large-scale rollout.
", "Feature details": "The migration script doesn't support the following:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Add support for multiple outlet B2B ordering via CSU", "Investment area": "Omnichannel commerce", "Business value": "This feature simplifies purchasing for business-to-business (B2B) buyers by enabling a single sign-in to manage multiple outlet orders. It reduces friction, improves operational efficiency, and ensures accurate credit and address data for every transaction, even when using third-party storefronts powered by a headless Commerce engine. By using Commerce Scale Unit (CSU) for contact identity and organizational context, businesses can unify sign-in, streamline workflows, and reduce operational complexity for B2B buyers who are managing multiple outlets. This flexibility enables retailers to extend multioutlet capabilities beyond native Dynamics 365 Commerce storefronts, accelerating innovation and improving buyer confidence across diverse channels.
", "Feature details": "Available for B2B scenarios in Dynamics 365 Commerce (including headless Commerce), this feature enables retailers to configure unified sign-in in Commerce headquarters and integrate third‑party storefronts using CSU APIs. The organization selector and related capabilities are exposed via CSU endpoints so that third-party sites can consume identities, organizational context, and ordering workflows without relying on native UI components.
Functional enhancements
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Support asynchronous payments for commerce orders", "Investment area": "Omnichannel commerce", "Business value": "With this feature, retail stores can create payment links for customers who are interested in a product but need more time to decide. When you provide payment links, customers can easily complete their purchases remotely without needing to return to the store. This approach keeps sales attributed to the physical store and the sales associate who helped the customer, so their performance metrics and potential commissions stay intact.
Providing payment links also connects the in-store experience with digital fulfillment, helping improve conversion rates and customer satisfaction. Additionally, unlike traditional credit and debit card payments, many modern payment methods don't offer real-time payment authorization. For this reason, it's important for e-commerce applications to support asynchronous payment processing. This approach not only improves sales conversion rates but also gives consumers the flexibility to choose their preferred payment method.
", "Feature details": "As part of this feature, Dynamics 365 Commerce expands its support for asynchronous payments, giving merchants greater flexibility in how and when customers complete transactions. Store associates can create orders that include shipping details and then send customers a secure payment link that enables them to finalize the purchase at their convenience. If payment isn't completed within a specified time frame, the system can automatically cancel the order and release the inventory. Similarly, orders from e-commerce applications support delayed payment confirmations and modern asynchronous payment methods such as \"buy now, pay later.\" Admins enable payment methods through configuration and feature flags.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/16/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c62160a3-ea3c-f011-b4cc-7c1e52188b61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Improve network reliability with enhanced network insights", "Investment area": "Store Commerce", "Business value": "Administrators rely on the health check feature of the Store Commerce app to gain insights into the overall status of the network and other hardware peripherals. Offline readiness and business continuity are crucial for maintaining service levels and customer satisfaction during network issues. Store employees need to know if their devices are prepared for offline mode to ensure seamless transitions and uninterrupted operations.
This feature introduces a new view for network health checks that displays CSU processing times and information from network information and platform-specific APIs. With these additional insights, store employees are able to determine whether performance issues are caused by network or server problems, understand why the offline switch is unavailable, and receive recommended actions.
", "Feature details": "With this feature, your store associates and managers will see the following improvements in Store Commerce health check:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Set payment method display order and visibility in POS", "Investment area": "Store Commerce", "Business value": "Allowing store administrators to easily show or hide payment methods and define their display order in POS eliminates the need for costly customizations to meet common store requirements. This flexibility improves operational efficiency and ensures a consistent, tailored checkout experience across locations.
", "Feature details": "The feature introduces payment profiles that can be associated with POS registers. These payment profiles provide retailers with a flexible and centralized way to manage how payment methods appear across their POS registers. Store administrators can create reusable profiles and assign them to individual registers or groups of registers, ensuring that each station only displays relevant payment methods. Within each profile, administrators can control visibility by choosing which payment methods are displayed and hide previously used payment methods, eliminating the need for customization.
Store administrators can also define the precise display order of payment methods to streamline checkout workflows and display commonly used payment methods above less commonly used methods.
By enabling register grouping based on the register type (such as self‑checkout, service counters, or express lanes), payment profiles make it easy to enforce consistent and tailored payment experiences without custom development.
This configuration model simplifies ongoing administration, prevents configuration drift across registers, and ensures that customers encounter the appropriate payment options for each payment scenario. The result is cleaner operations, reduced maintenance, and more adaptable, register‑specific payment management.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"583e9615-67cb-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Display distance in kilometers on the Store Commerce app", "Investment area": "Store Commerce", "Business value": "Automatic, locale-aware distance units in Store Commerce reduce customer confusion and prevent operational miscommunication by displaying distances in the correct format for each legal entity. By aligning point-of-sale distance values with regional standards, retailers can deliver a more intuitive customer experience and support smoother collaboration across global teams.
", "Feature details": "Retailers operating across multiple regions often face challenges with distance unit consistency in Dynamics 365 Commerce. By default, distances in points of sale are hard-coded to miles, regardless of the store's locale. This limitation can cause confusion for customers in metric-based countries and lead to operational miscommunication across international teams.
This feature introduces automatic distance unit display in Store Commerce, ensuring values are presented in the correct format for each legal entity. Distances are determined by the registered country address of the legal entity. For example, kilometers in metric countries and miles in non-metric countries.
The setting is enabled by default and requires no per-entity configuration. Conversion is centrally managed in the Dynamics 365 Commerce runtime, providing a seamless and consistent experience across all regions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"1fb5e2a3-3035-f111-88b4-6045bddc3278", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Use Store Commerce app for inventory of batch-controlled products", "Investment area": "Store Commerce", "Business value": "Batch-controlled products, which are commonly used in food, chemical, and electronics industries, are manufactured in batches and associated with unique identifiers for quality control and traceability. This feature enhances the Store Commerce point-of-sale (POS) app to support batch-controlled products in store inventory operations.
", "Feature details": "This feature will provide the following capabilities in the Store Commerce app:
Buy Now Pay Later (BNPL) payment methods are becoming more popular. Millions of people use BNPL services across the world, and the number of users is growing. Klarna is one of the top BNPL providers because it helps merchants increase conversion rates and average order value (AOV).
", "Feature details": "As part of this feature, Dynamics 365 Commerce enables support for the Klarna payment method for in-person payments through the Adyen connector. When you enable the Klarna payment method with Adyen for a merchant account, the merchant can offer the Klarna payment option in their physical stores. Cashiers can select Klarna from the list of supported wallet payments on the payment terminal. Selecting Klarna generates a quick response (QR) code on the payment terminal that customers can scan. Scanning the QR code opens the Klarna portal, where customers can complete payments on their phones. When a payment is complete, the Store Commerce App adds the corresponding payment line and completes the transaction if no further payments are due.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/25/2025", "GA date":"05/05/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2afed204-0609-f011-bae3-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Notify store associates of offline data and network issues", "Investment area": "Store Commerce", "Business value": "Dynamics 365 Commerce customers use the offline capabilities of the Store Commerce app to maintain business continuity during network or service outages. When customers switch to offline mode, the offline switch can fail due to missing data in the offline database. This feature helps create proactive notifications about the offline health status in the Store Commerce app that it sends to cashiers or store managers, and it recommends appropriate actions for mitigation. This feature also introduces the toast notification framework for the first time within the Store Commerce app, which you can expand for use in other scenarios in the future.
", "Feature details": "With this release, you see toast notifications within the Store Commerce app when you enable them in headquarters. These notifications appear if offline data or the network is in an unhealthy state.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Check out faster with optimized payment flows", "Investment area": "Store Commerce", "Business value": "Efficiency and predictability keep a point of sale (POS) system running smoothly, especially for payment processing. When store associates process customer payments across different payment types with fewer steps, customers spend less time waiting. By optimizing the Dynamics 365 Commerce POS payment processing user experience, you create more consistent workflows for gift card, voucher, and customer account payment types that make the checkout process more efficient.
", "Feature details": "The payment processing workflows for Dynamics 365 Commerce POS apps are updated and improved. The updates apply to all POS experiences, including Store Commerce for Windows, Android, and iOS, as well as Store Commerce for web.
Improvements include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Reduce checkout time with streamlined receipt workflows", "Investment area": "Store Commerce", "Business value": "Every action that a cashier performs to complete a transaction requires time and effort, so any reduction in the number of steps it takes to check out a customer has a meaningful impact. We are optimizing the Store Commerce app to reduce clicks and automate actions that don't require user input so that cashiers can complete transactions and print receipts faster and more efficiently.
", "Feature details": "To streamline the checkout process, Dynamics 365 Commerce has introduced the following optimizations to the checkout flow:
In a busy retail setting, a point-of-sale (POS) system that prioritizes usability and brings the most common user actions to the surface with minimal clicks helps cashiers and sales associates work more efficiently. This system keeps customers satisfied with their experience. This feature enhances transaction workflows in Store Commerce POS by using modern styles and interactions that offer extra efficiencies and the ability to perform inline actions with minimal clicks.
", "Feature details": "Improvements in the Store Commerce app in Dynamics 365 Commerce simplify and streamline the POS checkout experience by adopting the React framework and Fluent 2 design for the Store Commerce app transaction page and activating the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Simplify Store Commerce offline database size management", "Investment area": "Store Commerce", "Business value": "Proactive offline database size management reduces the time and effort needed to manage database size. Automatic recovery of offline databases that exceed the size limit reduces downtime for point of sale (POS) devices and saves the cost and time of manual recovery.
", "Feature details": "Dynamics 365 Commerce customers use the offline capabilities of the Store Commerce app to maintain business continuity during network or service interruptions. Additionally, most customers using Store Commerce offline use SQL Server Express for their offline database, which limits the database size.
With automatic, proactive compression and removal of large indexes, you can prevent the Store Commerce offline database from exceeding the SQL Server Express size limit. By using index compression with extension tables, you can reduce the size of the offline database.
Automatic index compression and removal capabilities speed up and ease the recovery of offline databases that exceed the size limit.
Administrators use the feature management workspace to enable these capabilities for their organization.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f7d9a53f-3d8c-ef11-ac20-7c1e5246e2b5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable kiosk self-checkout with intuitive workflows", "Investment area": "Store Commerce", "Business value": "Provide faster checkout and reduced wait times to your shoppers by enabling Store Commerce kiosk-based self-checkout with automated cashier intervention workflows for restricted operations.
This release empowers Dynamics 365 Commerce point of sale customers to roll out kiosk-based self-checkout at scale for their shoppers by integration with call for assistance functionality, lights to notify associates when shoppers need assistance, and support for a variety of payment methods including gift cards and loyalty cards.
", "Feature details": "Store Commerce kiosk-based self-checkout functionality provides the following capabilities:
Retail associates often struggle with fragmented POS workflows and lack timely access to critical information, compounded by legacy POS interfaces built on outdated UI frameworks that feel rigid and slow. These factors often create inefficiencies and limit the ability to deliver personalized service and drive upsell opportunities.
This feature addresses these challenges by modernizing core selling experiences with a React-based, responsive design and streamlined workflows. It focuses on improving how product information and transaction details are presented across key POS views, ensuring that associates can quickly interpret data, act on insights, and complete sales efficiently. Proactive surfacing of inventory alerts and promotional discounts enables smarter selling, and extensibility allows retailers to adapt workflows and embed custom logic. These enhancements drive productivity, customer satisfaction, and operational accuracy.
", "Feature details": "This feature modernizes product listing (search results) views, product detail views, and transaction page views in Store Commerce POS by migrating to React and Fluent UI for a consistent, responsive interface across desktop and mobile platforms. The feature introduces streamlined workflows and proactive insights for inventory and discounts to empower associates and improve selling efficiency.
Feature enablement and control
Who benefits
Technical highlights
Experience improvements
Product listing page (PLP)
Product detail page (PDP)
Transaction page (TP)
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Configure inline actions on transaction line items in Store Commerce", "Investment area": "Store Commerce", "Business value": "Retailers adopting the modern transaction grid in Store Commerce have had no control over the inline actions displayed per line item. Operations such as adding a serial number, changing a delivery method, applying a discount, or voiding a line were presented as a fixed, hard-coded set. This is the same for every store, every role, and every layout. There was no way to change this. The inline actions list was not extensible, even with developer involvement. This meant slower rollouts, unnecessary development cycles, and configuration changes that required code when they shouldn't have. For partners and ISVs, the gap was equally sharp. Custom operations they have built for retailers can't surface inline on line items at all, reducing discoverability and forcing associates to hunt through menus for operations that should be one tap away.
Inline actions extensibility removes this cost. Retailers can now select which actions appear per line item, control their order, and include custom operations all through Screen Layout Designer in Dynamics 365 Commerce headquarters. No code, no deployment. Changes are pushed to stores through the standard distribution schedule.
The feature is also risk-free to adopt. Existing deployments continue to show the current default inline actions unchanged. Retailers who configure inline actions for a layout replace the defaults only for that layout, giving them full control over the pace and scope of rollout.
", "Feature details": "Inline actions extensibility enables retailers and implementation partners to configure the set of actions displayed per line item in the modern transaction grid in Store Commerce, using Screen Layout Designer in Dynamics 365 Commerce headquarters.
What retailers can configure
Default behavior and backward compatibility
No configuration is required to preserve the current experience. If no inline actions are configured for a layout, Store Commerce continues to display the existing default set of inline operations. There is no change in behavior for layouts that haven't been updated. Once a retailer configures inline actions for a specific layout, the configured list replaces the defaults for that layout only. Other layouts remain unaffected.
Localization
Security and permissions
Inline actions respect the same POS security roles and permission model as button grid operations. Retailers can use role-based access controls to restrict sensitive operations, such as price override or void line, to managers, while presenting a simplified action set to cashiers.
Requirements
This feature requires the modern React-based transaction grid. The following feature flags must be enabled in Feature management in Dynamics 365 Commerce headquarters:
RetailModernTransactionGridFeature)The legacy transaction grid doesn't support inline actions extensibility.
How to configure inline actions
Changes take effect in Store Commerce after the updated layout is downloaded at the register.
Applies to: Point of sale (Store Commerce)
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2e1b8e00-2d2d-f111-88b4-6045bda9c582", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable contextual switching with external apps in POS", "Investment area": "Store Commerce", "Business value": "Retailers and B2B commerce businesses often rely on specialized external systems such as parts-lookup tools, warranty platforms, or industry-specific catalogs alongside their point of sale (POS). Today, integrating these systems with POS requires significant development effort, and sales associates must manually re-enter information (such as product details or customer data) when moving between applications. This is time-consuming, error-prone, and costly.
Contextual switching eliminates these friction points. By enabling external applications to pass context directly into POS, businesses can drastically reduce integration time and cost. Sales associates benefit from a streamlined workflow where product, customer, and transaction context flow automatically between systems to remove the need for manual data entry. This leads to faster transactions, fewer errors, and better experiences for store employees and customers.
For businesses that depend on external tools as part of their sales process, this feature unlocks a flexible, low-friction way to extend POS without replacing existing investments in specialized systems.
", "Feature details": "How it works:
Application: Point of sale (POS)
No additional configuration is required in Commerce headquarters or POS. However, to use this feature, the business's IT team must:
This is a developer-level customization, not an admin or store manager task.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ae6d2822-402a-f111-8342-000d3a54ca93", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Prevent the return of specific items in point of sale", "Investment area": "Store Commerce", "Business value": "Retailers increasingly face operational, regulatory, and financial risks associated with return transactions, particularly for products that are hygiene‑sensitive, safety‑controlled, perishable, or otherwise unsuitable for resale. Enabling retailers to designate certain items as non‑returnable at the POS directly supports compliance with industry regulations and store policies, especially for categories such as personal use goods, medicines, health and beauty products, and end‑of‑life inventory. By preventing unauthorized or accidental returns, retailers can minimize revenue leakage, reduce fraud, and avoid unnecessary write‑offs that erode margins.
", "Feature details": "This feature enables merchandising managers to define specific products or entire product hierarchies as non-returnable. This can be done by enabling a new property on released products either individually, or in bulk via the category view. Once configured, POS blocks the return of such items to enforce compliance and reduce unauthorized returns. This capability also enhances operational efficiency by clearly signaling return restrictions to cashiers and customers during the original sale, reducing confusion and dispute rates at the counter.
Implementation partners are also able to easily extend this functionality to support scenarios where one or more products or product components need to be classified as non-returnable—for example, floor models that are usually sold at heavy discounts. However, in cases of legitimate exceptions, store managers or workers with appropriate permissions are able to return such items with a manual override.
The ability to automatically enforce restrictions while still allowing controlled manager overrides when legitimate exceptions arise creates a balanced governance workflow that protects the retailer’s financial interests without compromising customer service. Overall, the feature strengthens loss‑prevention strategy, supports regulatory adherence, and ensures consistent return handling across all stores and product hierarchies.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9ae895bd-65cb-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Localize button grids and tabs in Store Commerce layouts", "Investment area": "Store Commerce", "Business value": "Retailers operating in multiple regions need the flexibility to present a localized, brand-consistent experience across all registers. This feature empowers organizations to customize button and tab labels in any supported language directly within the Layout Designer, eliminating the need for duplicate layouts or manual code changes. It streamlines localization, reduces maintenance, and ensures that both self-checkout and assisted registers can deliver a tailored user interface for every audience.
", "Feature details": "This feature introduces layout-level localization for button grids and tabs in Store Commerce. Merchants and designers can define display text for each button and tab in every supported language using a simple table interface in the Layout Designer. This eliminates the need for duplicate layouts and ensures a consistent, branded experience across all registers.
Target audience
How it’s enabled/disabled
Layout Designer
Customization and configuration
Button grids:
Tabs:
POS language text
Customer experience (runtime)
Localization logic
Data flow
Limitations
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Modernize customer detail page for assisted selling in Store Commerce", "Investment area": "Store Commerce", "Business value": "Store associates spend valuable selling time navigating a cluttered, legacy customer detail page that wasn't designed for mobile or fast-paced retail floors. Critical information, such as purchase history, loyalty points, preferences, and product recommendations, is buried across multiple tabs and screens, slowing assisted selling and reducing the quality of in-store customer interactions.
The modernized Customer Data Platform (CDP) panel in Store Commerce delivers a lightweight, mobile-optimized clienteling experience designed for the way associates actually work. Key customer signals, such as spending summaries, recent transactions, buy-again suggestions, and a full customer timeline, are now surfaced inline without requiring associates to navigate away from the transaction. This means faster, more personalized customer conversations, higher basket value through timely product recommendations, and reduced training burden for new associates who can now act on customer context at a glance.
Creating and editing customer records has also historically required associates to navigate multiple screens and save operations, increasing the risk of incomplete records and slowing down queue-sensitive moments on the shop floor. For retailers operating in regions with fiscal requirements, where a validated primary address is mandatory for customer records, the legacy workflow offered no inline guardrails, leading to compliance gaps and post-transaction corrections.
The modernized CDP panel addresses this by consolidating customer creation and editing into a streamlined, single-save workflow. Associates can capture customer information and primary address in one form and save the complete record in a single action that reduces clicks and eliminates the back-and-forth between separate screens. Mandatory address field validation is enforced inline at the point of entry, ensuring compliance with fiscal requirements before the record is committed and removing the need for manual follow-up or administrative correction.
For retailers investing in omnichannel clienteling, this feature provides a modern, compliant foundation to deliver consistent, data-informed customer engagement at the point of sale.
", "Feature details": "The Customer Data Platform panel in Store Commerce has been rebuilt using React, replacing the legacy implementation with a modern, responsive layout optimized for both desktop and mobile form factors.
What's new in the modernized CDP panel
Streamlined customer creation and editing
Custom attributes tab
Retailers who capture custom attribute data on customer records can now find that information directly within the CDP panel via a dedicated Custom information tab. The tab is displayed conditionally and appears only when custom attributes have been configured for the customer record to keep the panel clean and uncluttered for retailers who do not use custom attributes. This allows retailers to extend the clienteling experience with their own data, such as membership tiers, fit preferences, loyalty program details, or any other retailer-defined fields, without requiring associates to leave the panel or open a separate management screen.
How associates access the feature
The CDP panel is accessible from two entry points in Store Commerce:
Enabling the feature
This feature is enabled via Feature management in Dynamics 365 Commerce headquarters. Once the feature flag is turned on, the modernized CDP panel is automatically available in Store Commerce for all users without additional configuration at the register or device level.
Applies to: Point of sale (Store Commerce)
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"660ee559-222d-f111-88b4-6045bda9c582", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable business continuity with Store Commerce offline on Android", "Investment area": "Store Commerce", "Business value": "The offline capabilities of the Store Commerce app for Android ensure uninterrupted business operations during network or service outages. The Store Commerce offline on Android feature allows seamless order and transaction processing, extending the app's usability to locations with unreliable or no network access. It helps businesses increase their customer base and broaden their mobile footprint. When connectivity is restored, the app stores all transactional data locally and synchronizes it with the cloud to prevent data loss.
", "Feature details": "The Store Commerce app supports working offline on Android mobile devices. The app captures customer orders and sales transactions and stores them locally on the device. When connectivity is available, the app automatically synchronizes order and transaction data in the background.
Administrators install and configure Store Commerce with offline support for use by store managers, cashiers, and associates.
The Store Commerce offline on Android feature includes these capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable business continuity with Store Commerce offline on iOS", "Investment area": "Store Commerce", "Business value": "The offline capabilities of the Store Commerce app for iOS ensure uninterrupted business operations during network or service outages. With this feature, users can seamlessly process orders and transactions. The app stays usable in locations with unreliable or no network access. Businesses can increase their customer base and broaden their mobile footprint. The app stores all transactional data locally and syncs it with the cloud when connectivity returns, so there's no data loss.
", "Feature details": "The Store Commerce app supports working offline on iOS mobile devices. The app captures customer orders and sales transactions and stores them locally on the device. When connectivity returns, the app automatically synchronizes order and transaction data in the background.
Administrators install and configure Store Commerce with offline support for store managers, cashiers, and associates.
The app supports the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Customize payments, peripherals on Store Commerce app for iOS", "Investment area": "Store Commerce", "Business value": "The sealed Store Commerce app for mobile platforms simplifies deployment and maintenance, making it easier for organizations to introduce or expand mobile point of sale (POS) devices in retail stores. With Dynamics 365 Commerce, you can implement hardware station extensions for the Store Commerce app on iOS, so customers using payment providers other than Adyen can easily deploy mobile solutions.
", "Feature details": "This feature introduces hardware station extensibility for Store Commerce app for iOS, enabling greater flexibility in hardware integration. With this feature, you can build and deploy customizations for Store Commerce app for iOS's in-built hardware station to support:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Enable cross-legal entity inventory lookup in CSU and POS", "Investment area": "Store Commerce", "Business value": "This feature empowers store associates to identify inventory availability in nearby stores when the current store is out of stock, even across legal entities. It unlocks more sales opportunities, increases overall revenue, and improves customer satisfaction by enabling customers to purchase from franchised or cross-border stores. This feature also streamlines fulfillment processes and enhances the overall customer experience.
", "Feature details": "This feature enhances the Commerce POS inventory lookup view and the Commerce Scale Unit (CSU) API to support cross-legal entity inventory visibility.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Support multiple languages in Store Commerce self-checkout", "Investment area": "Store Commerce", "Business value": "This feature enables retailers to deliver an inclusive and accessible self-checkout experience by allowing dynamic language switching directly at the register. Store administrators can configure which languages are available and customize on-screen labels for each language, ensuring clarity and cultural relevance. By reducing the need for staff intervention and supporting seamless transitions between languages, this enhancement improves customer satisfaction, drives adoption in multilingual markets, and positions Store Commerce POS as a global solution.
", "Feature details": "This feature introduces a dynamic, per‑session self-checkout (SCO) language change from a store‑configured list with no cashier intervention required. Stores control which languages are available, and screen layout labels for buttons and tabs can be localized for each language. The same runtime language change flow is also available on non‑SCO registers. Administrators can configure supported languages and customize UI labels for each language, ensuring a consistent and localized experience.
Target audience
How to enable and use the feature
To enable the feature in Commerce headquarters, go to the functionality profile. In the SCO section, under SCO Multi‑Language Enabled, set the option to On. The default value is Off.
Customer experience
Data flow and synchronization
CDX/Channel: Secondary languages and the enablement flags are included in seed data and synchronized by running the 1070 job. The ChannelConfiguration and DeviceConfiguration properties expose values to the client.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/13/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"cbf3042b-24bc-f011-bbd3-00224830b9bd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Defer gift card activation until post customer payment", "Investment area": "Store Commerce", "Business value": "To enhance operational efficiency and reduce the risk of revenue leakage, this feature ensures that gift cards are only activated after customer payment is successfully received. By deferring activation, merchants can avoid the administrative overhead and potential financial exposure associated with voiding gift cards when customers abandon or change their minds mid-transaction. This approach strengthens transactional integrity, simplifies reconciliation, and aligns gift card issuance with confirmed sales, ultimately improving both customer experience and backend processes.
", "Feature details": "This feature enhances the design of external gift cards by ensuring they are activated, and funds are made available only after customer payment is received. Until the payment is received, the gift card remains inactive. Similarly, any balance addition requests on the existing gift cards are not issued unless the payment is completed. Once the payment is received, the Point of Sale sends the request to the payment terminal to activate or add balance to the gift cards. This design allows gift cards to be issued through self-checkout kiosks, providing greater convenience for customers. This functionality is enabled using the \"Enable gift card balance post-payment completion\" feature flag.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/08/2025", "GA date":"09/12/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3adc9b80-2859-f011-877a-7c1e521b47dc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Replace Bing maps with Azure maps in the Store Commerce app", "Investment area": "Store Commerce", "Business value": "To ensure long-term stability and compatibility, Microsoft replaces Bing Maps with Azure Maps by migrating to a supported and actively developed mapping platform.
", "Feature details": "This feature replaces the deprecated Bing Maps integration with Azure Maps in the Store Commerce app. It ensures continued support for map-based functionality and enhances the user experience with improved performance, security, and scalability.
The feature includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "03283a34-cab7-e911-a963-000d3a4f3883", "Product name": "Dynamics 365 Commerce", "Feature name": "Monitor and manage Store Commerce offline readiness", "Investment area": "Store Commerce", "Business value": "You can monitor and manage Store Commerce offline readiness to efficiently detect and troubleshoot critical issues that impact offline readiness. With this capability, you ensure that all offline-enabled devices running Store Commerce across your organization are healthy and available to switch to offline mode when needed.
", "Feature details": "Dynamics 365 Commerce customers rely on the successful operation of Store Commerce in offline mode to maintain business continuity during network or service interruptions.
With offline readiness monitoring, you can quickly ensure that all offline-enabled devices running Store Commerce across your organization are healthy and available to switch to offline mode when needed.
You can also efficiently detect and troubleshoot critical issues that might impact offline readiness of multiple devices within or across stores.
Enhanced filtering and summarization of data synchronization sessions help you with faster correlation and cause detection.
Administrators automatically have access to offline readiness monitoring for their organization.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/03/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"da42968f-458c-ef11-ac21-000d3a8c383b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Map new Dataverse fields in Business Central", "Investment area": "Adapt faster with Power Platform", "Business value": "As an administrator, you can map newly added Dataverse fields without recreating table extensions or writing code, reducing configuration effort and supporting faster adoption of custom fields and solutions. This improvement makes it easier to keep Business Central and Dataverse aligned as Dataverse schemas change.
", "Feature details": "This feature simplifies how administrators keep Business Central and Dataverse aligned as Dataverse schemas evolve. Previously, exposing new or existing custom Dataverse fields required creating or updating a table extension (PTE) in the integration layer. Based on partner and customer feedback, this update removes that dependency.
When a new field is added in Dataverse—such as a custom field in Dynamics 365 Sales—you can now map the field directly from the Integration Table Mappings page. You can refresh the Dataverse field list, add the field to an existing mapping, select the corresponding Business Central field, define the synchronization direction, and enable it for data synchronization. Once enabled, the field participates in sync without modifying extensions or recreating mappings.
![\"Shows](\"media/dataverse-mappings.png\" "\\"Shows")
This enhancement reduces configuration overhead and supports faster adoption of custom Dataverse fields, especially for organizations that frequently customize their Dataverse environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"aef2135c-266d-f011-bec2-7c1e52488a63", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Auto-apply templates when you synchronize data with Dataverse", "Investment area": "Adapt faster with Power Platform", "Business value": "Businesses often enrich data that's synchronized between Business Central and Dataverse by using templates that make the data ready to use in either application. When you use a configurable, rule-based, and automated way to select templates to apply during data synchronization, you don't need to extend your integration solutions with these rules. This approach makes integration between Business Central, Dataverse, and Dynamics 365 apps faster and more cost effective.
", "Feature details": "For example, when you synchronize account data from Dataverse to the customer table in Business Central, you might want to apply different configuration templates for domestic or foreign customers. Configuration templates can contain different posting groups and other settings for the customer records that synchronization creates. The synchronization engine chooses a configuration template based on the country specified for the account record in Dataverse.
On the Integration Table Mapping page, you can specify multiple configuration templates and define filters for when to apply them by choosing the link in the Table Config Template Code and Int. Tbl. Config Template Code fields.
![\"Shows](\"media/int-tab-mapping-templates.png\" "\\"Shows")
The Table Config Template Code and Int. Tbl. Config Template Code fields show different values depending on the number of templates that you configure for a specific integration table mapping:
To set up the configuration template to apply when you synchronize data to Business Central, choose the link in the Table Config Template Code field on an integration table mapping to open the Table Config Templates page. On the Table Config Templates page, you can add multiple configuration templates. For each configuration template, you can specify a Filter field to determine which template to apply. The Priority column determines the order in which the filters for each configuration template are evaluated.
![\"Shows](\"media/table-config-templates.png\" "\\"Shows")
The same behavior happens when you select a link in the Int. Tbl. Config Template Code field.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/04/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"38a9c33d-794e-ef11-a317-000d3a178692", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add extended text to project planning lines", "Investment area": "Application", "Business value": "Add detailed, customized information to project planning lines for items, resources, standard text, and general ledger accounts. Use extended text to share information about special prices, terms, or instructions for your projects with your customers, vendors, and employees.
", "Feature details": "You can extend the description for items, general ledger accounts, and resources by adding extra lines as extended text on purchase and sales documents. Now, you can add extra lines on project planning lines. You can have multiple extended texts, and you can automatically or manually add them to documents by using criteria. This feature gives you an extra capability to communicate important information to customers, vendors, and employees.
For example, you can automatically add a particular text, such as details about a special price, to project planning lines on all your German projects for a limited period.
You can turn on the Automatic Ext. Texts feature to automatically add an extended text for an item on sales, purchase, or project documents. You can also add the extended text to documents manually.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Replenish items for projects", "Investment area": "Application", "Business value": "Business Central makes it fast and easy to ensure that you have the items you need to start a new project or keep one running smoothly. On the Project Card page, you can create purchase orders for the items by selecting the Create Purchase Order action. Then, you can review and edit the orders before you send them to your vendors.
", "Feature details": "The process for creating purchase orders from projects is similar to the functionality in the sales area. With this process, you can create purchase orders directly from a project. The process uses the same algorithm as the Order Planning worksheet. It doesn't require complex setup to generate recommendations, but it intelligently analyzes demand and supply for required items.
Use the Create Purchase Orders action to create a purchase order for the quantity of each item that the project is missing.
Select the Lightbulb that opens the Tell Me feature icon, enter Projects, and then select the related link.
Open a project that you want to purchase items for.
Select the Create Purchase Orders action.
Open the Create Purchase Orders page. The page shows a line for each item on the project. Lines for both fully available quantities and unavailable quantities show by default. Unavailable quantities aren't available. To show only unavailable quantities, select the Show Unavailable action.
Use the Quantity to Purchase field to enter the unavailable quantity. To purchase a different quantity, change the value in the field.
Note
You can change the Quantity to Purchase field value on unavailable lines, even if those lines represent fully available quantities.
Turn on the Reserve toggle if you want to reserve the quantity on the purchase line against a demand line. Instead of populating the Project No. and Project Task No. fields of the purchase line, use the Reserve toggle. Personalize the page to add the Reserve field.
Select OK.
![\"Create](\"media/project_replan_createpo.png\" "\\"Create")
This process creates a purchase order for each vendor that you use to purchase items for the project. The process includes any quantity changes that you make on the Create Purchase Orders page. You can continue to process the purchase orders. For example, you can edit or add purchase order lines.
Later, you can review the purchase lines linked to the project from either the Project Card page or Project Planning Lines by selecting the Purchase Lines action.
![\"Purchase](\"media/project_replan_purchlines.png\" "\\"Purchase")
As with other cases that involve advanced inventory processes, such as reservation, warehousing, and assemble-to-order, the project's status must be Open and the Apply Usage toggle must be selected.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a6cccc41-a52c-ef11-840a-6045bddabc8d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use directed put-away and pick warehouses with projects", "Investment area": "Application", "Business value": "Businesses can use warehouse activities with projects to keep inventory organized and maintain an effective flow through the warehouse.
", "Feature details": "This feature continues our multi-release effort to ensure that project management features benefit from the rich warehouse capabilities in Business Central. Now, you can use locations that are configured for directed flows with projects.
Businesses pick items before they consume them in different ways. The process depends on how the warehouse is configured. When you want to specify a default Location Code on the Project and Project Task Lines Subform pages, or enter a Location Code on Project Planning Lines, you can now use locations where the Directed Put-Away and Pick toggle is turned on.
To create or register a pick document, use the Create warehouse pick action. This action is available when:
You can also create warehouse picks by using a pick worksheet. The pick worksheet helps you organize pick information before you create warehouse pick instructions. You need to enter a value in the To-Project Bin Code field on the Location Card page.
You can't use the Project No. and Project Task No. fields in the purchase order together with locations where the Directed Put-Away and Pick toggle is turned on. You must post receipts and consumption separately with the fully directed warehouse flow.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b5436969-a52c-ef11-840a-6045bddca9de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage subscription billing and revenue and expense recognition", "Investment area": "Application", "Business value": "Businesses create recurring revenue streams by selling goods and services with a subscription. With this release, you can manage subscription contracts in Business Central. The new subscription module lets you spend more time selling and less time organizing and invoicing contracts.
", "Feature details": "To accommodate subscription-based business models, companies across sectors are adopting digitalization and revamping their products and services.
In Business Central, you can now support many different types of subscription scenarios. A simple set of processes lets you manage portfolios of items and services that you bill on a recurring schedule. For example, you can manage hardware maintenance, IT support, cleaning services, and more. You combine the sale of services and items in mixed subscription contracts that hold information about the items, services, and billing schedule.
Templates simplify the process of creating subscription contracts by standardizing the parameters and schedules for recurring billing. You can manage current pricing and plan for future price updates. On the accounting side, the system automates posting accruals to balance sheet accounts and assigns revenue or expense to the correct periods in the income statement.
The new module includes:
The Essential License includes subscription billing.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/02/2024", "GA date":"10/02/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"74c41be5-b428-ef11-840a-000d3a4eea03", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Export posted sales invoices to Shopify", "Investment area": "Application", "Business value": "Buyers can sign in to Shopify and access all their invoices, whether Business Central or Shopify created the invoices.
", "Feature details": "When you use a new report (batch job), you can export posted sales invoices to Shopify as orders. You can find the report on the Shopify Shop Card page, or you can use Tell Me search to find it. You can also run the report by using the job queue.
To enable this feature for a specific shop, go to the Shopify Shop Card page and turn on the Posted Invoice Sync toggle.
The sync process includes invoices that meet the following conditions:
When you run the report, Business Central and Shopify take the following actions.
Business Central
The report updates the Shopify Order ID field based on the sync results:
-1.-2 for invoices excluded from sync because of specific conditions.This pattern applies to the Posted Sales Shipment. The Update Document page lets you replace -1, -2, or 0 values to retry the export.
Shopify
The connector uses GraphQL to create a draft order with a header and item lines. Then, it completes the draft order and converts it to an order.
Headers and lines
The connector exports the following fields on the order header:
The app exports the following fields on the order lines:
Impact on the process of synchronizing orders
Synchronization imports the order and checks whether the order was exported earlier. If the order was exported earlier:
Handle updates
In Shopify, because the order is already fulfilled, the only meaningful changes are notes, payment status, and payment transactions. If you process payments in Shopify, you also process refunds and returns.
In Business Central, you don't track changes. Currently, to mark the order as paid, use the Mark as Paid action on the Shopify Order Card page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"6fac1b61-a72c-ef11-840a-6045bdd5818c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Excel reports for consolidation and fixed assets", "Investment area": "Application", "Business value": "Excel reports give you the underlying data that they're based on, so you can reformat the data to build a custom report. For example, you might reformat the data to get a specific insight or use it for troubleshooting.
", "Feature details": "In this release, we added four Excel report layouts that cover the consolidation and fixed assets areas:
You can find the report layouts through search and the Accountant home page.
Each report combines the content of one or more existing RDLC reports. You get the underlying data so you can create custom reports.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/02/2024", "GA date":"10/02/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"40728d90-2852-ee11-be6f-000d3a574715", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Allow more than one user to post warehouse entries at a time", "Investment area": "Application", "Business value": "In busy warehouses where lots of things are moving around, it’s important that warehouse employees don’t get in each other’s way or slow each other down. That includes registering their activities in Business Central. Multiple workers can now work on transactions that involve warehouse entries without locking each other out, which means less waiting time and more productivity.
", "Feature details": "To avoid locking the warehouse entry table when warehouse employees post transactions, use a number sequence to assign entry numbers to warehouse entries and to entries in the Warehouse Register table. A feature key controls this feature and is enabled by default. You can turn off the feature key if needed, such as when an extension requires the previous behavior.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/04/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"63790440-8c58-ef11-a316-000d3a149495", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reconcile payment transactions in Shopify with invoices", "Investment area": "Application", "Business value": "Integrating Business Central and Shopify lets you easily manage your online sales and payments in one place. You can track the different payment methods that buyers use during checkout, such as gift cards and credit cards. You can create customer ledger and general ledger entries to keep accounting and reporting accurate.
", "Feature details": "When a customer completes checkout in the online store, the system saves the customer's payment information as a Transaction. An order can link to multiple transactions. For example, a customer can use a gift card to pay part of the cost and then use a credit card or PayPal for the rest. Payment transactions in Shopify synchronize with orders. You can view them on the Shopify Orders page.
In Business Central, you can choose from several options to process imported payment transactions. This release provides an extra option for cases that involve several payment methods. The most common scenario is the gift card, but the scenario also includes store credits, which you recently added to the Shopify admin.
This example scenario involves the following parties:
The buyer purchases goods from an online store. The final step is to process the payment.
Note
This example doesn't cover cases where payment happens outside Shopify checkout. Those cases are valid for B2B scenarios.
The buyer pays part of the amount with a gift card (or store credit). They pay the rest with a credit card, PayPal, or a local payment method such as MobilePay in Denmark.
The merchant can see the issued gift card and information about how the buyer uses it in Business Central.
Depending on the payment provider, the merchant might see the money in their account with the payment provider. This money includes both the amount the merchant receives and the amount deducted for the provider's commissions. Payment providers often take a commission from each transaction. In some cases, they also have a fixed fee.
Depending on the payment provider, the merchant transfers the money to their bank account (payout) manually or automatically within a defined period. For example, the provider might transfer money once per day or once per month.
Depending on the bank, the merchant sees the incoming transaction in their bank account through online banking or their bank statement.
The merchant imports a sales order to Business Central and posts the shipment and invoice. Business Central creates a customer ledger entry of the type Invoice with the full amount, and sets Open to Yes. The remaining amount equals the invoiced amount.
The merchant processes the imported Shopify transactions in the Transactions list. They apply filters, and then use the Suggest Shopify Payments action to transfer the transactions to the general journal. Alternatively, the merchant can use the Suggest Shopify Payments action on the Cash Receipt Journal page.
![\"Suggest](\"media/shopify_suggestpayments.png\" "\\"Suggest")
The merchant reviews the lines and sees that the journal automatically selects the applied documents. When the merchant posts the journal, Business Central creates a customer ledger entry of the Payment type. It applies this entry to the corresponding Invoice type entry.
![\"Cash](\"media/shopify_cashreceiptjnl.png\" "\\"Cash")
Note
If you configure a payment method mapping, don't fill in the Bal. Account Type and Bal. Account No. fields for the payment method. If you fill in these fields, when you post the invoice, Business Central creates a balancing entry of the Payment type and applies it to the Invoice type on the customer ledger entry. You can't create a journal line and apply it to the sales invoice.
Instead, create a Journal Batch for each payment method, and fill in the Bal. Account Type and Bal. Account No. fields.
The merchant imports their bank statement with one or more transactions that represent the transfer from the payment provider to the bank account by using a payment reconciliation journal or bank reconciliation journal.
The Shopify connector imports orders and transactions in Shop Currency. If you configure Shopify to use different currencies for each country, you might see some differences. For example, in a store where the local currency is Danish Krone (DKK), an order for a German customer that totals 13.95 EUR converts to 409.53 DKK in sales. However, the payment transaction shows 409.48 DKK.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"480f0e71-a72c-ef11-840a-6045bddad7eb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Integrate Field Service with service management", "Investment area": "Application", "Business value": "Integrating Business Central with Dynamics 365 Field Service is valuable for organizations that provide regular maintenance and repair services. It offers a seamlessly integrated solution for managing service tasks, consumption, and financial transactions to benefit service technicians, service managers, and finance teams. It's a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central.
", "Feature details": "To integrate Field Service with service management features in Business Central, you must have a Premium license. When you have a Premium license, set the User Experience field to Premium on the Company Information page in Business Central.
You can enable integration by selecting Projects or Service and projects in the Integration Type field in the following locations:
![\"Field](\"media/field-service-integration-440.png\" "\\"Field")
When you set the Integration Type field to Service and projects, the feature does the following steps when you enable Field Service integration:
Adds integration table mappings for service order types, service documents, service lines, and service item lines.
Turns on the Archive Orders toggle on the Service Management Setup page.
Makes the Service Order Type field on service orders mandatory because the Work Order Type field is mandatory on Field Service work orders.
![\"Show](\"media/fs-sm-int-tab-mappings.png\" "\\"Show")
Fields in the headers on service orders and work orders transfer information such as the Service Account, Billing Account, and Work Order Type.
Service Item Lines and Work Order Incidents in Field Service transfer information about the customer assets you're repairing.
Service Line fields align with Work Order Products and Work Order Services fields, such as Qty. to Ship, Qty. to Invoice, and Qty. to Consume.
When a technician marks a work order product or service as Used on a work order with a specific work order type, the lines sync to a service order. The system posts consumption based on the settings on the Dynamics 365 Field Service Integration Setup page.
During consumption and invoice posting in Business Central, the system updates the consumed and invoiced quantities on the original work order product and work order service lines in Field Service.
If you select Enable Inventory Availability by Location when you set up the integration, you can view the allocated product quantity from work orders in Field Service as part of the gross requirements in Business Central's inventory availability calculation. Demand generated by orders in Field Service automatically becomes input for planning through synced service orders.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e48d2790-962c-ef11-840b-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add invoice and receipt documents to incoming documents in bulk", "Investment area": "Application", "Business value": "It's easier for accounts payable professionals to manage and process vendor invoices and receipts because it's faster to source and import the documents. This speeds up processing times and ensures a single point of entry for overhead invoices or other documents that use the incoming documents features.
", "Feature details": "We're extending the incoming documents features so that you can manually import multiple files, and automatically import them from other sources, such as SharePoint folders and emails. These capabilities dramatically decrease the time it takes to import invoices and receipts.
This feature is part of an enrichment of accounts payable scenarios for core bookkeeping. We're streamlining the processes for bookkeepers and accountants end to end, so they can work faster and be more precise.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/28/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"25179be3-872c-ef11-840b-7c1e5215b1d0", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Define shipping information for Shopify shipping fees", "Investment area": "Application", "Business value": "Map shipping fee information from Shopify to Business Central with greater accuracy and flexibility. Choose from different types of shipping charges, such as G/L account, item, or item charge. Specify the shipping agent and the shipping agent service.
", "Feature details": "In addition to the Shipping Charges Account field on the Shopify Shop Card page, the connector adds the Shipping Charges Type and Shipping Charges No fields to the Shopify Shipment Method page. By adding these fields, you can map shipping fee information from Shopify to the sales document in Business Central more precisely.
You can keep using the G/L account on the Shopify Shop Card page. But if you enter a Shipping Charges Type and Shipping Charges No field, the connector uses those values.
The Shopify Connector supports these types of shipping charges:
The connector automatically assigns the Item Charge type to all items on the sales document.
![\"Shopify](\"media/shopify_shipmethod_mapping.png\" "\\"Shopify")
You can also find the Shipping Agent Code and Shipping Agent Service Code fields in the Shopify Shipment Methods page. When you fill in these fields, the connector fills in the matching fields on the sales document in Business Central.
![\"Shopify](\"media/shopify_shipmethod_order.png\" "\\"Shopify")
Shopify lets you add multiple shipment fees to an order. For example, you can add multiple shipment fees when you edit the order in Shopify Admin. When you receive several shipping fees with a Shopify order, the Shopify Connector uses the first shipping fee to set the Shipment Method Code, Shopping Agent Code, and Shipping Agent Service Code fields in the document header.
In other cases, Shopify merges multiple shipping rates into one value called Shipping. Shopify doesn't transfer individual rates.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"820e6a8c-ac52-ef11-a317-00224825204d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Import, export product info using Shopify Metafields", "Investment area": "Application", "Business value": "Metafields give you a flexible way to add and store extra information about a Shopify resource, such as a product or variant. You can sync and manage metafield data from Business Central by using the UI or the extensibility model. With the extensibility model, you can map fields, attributes, or related entries in Business Central to metafields in Shopify.
", "Feature details": "Shopify's platform includes data models for fundamental commerce concepts. However, commerce is diverse and often requires more complex or specific data models. With the custom data platform, you can extend Shopify's data models and create your own data models by using metafields. Metafields give you a flexible way to add and store extra information about a Shopify resource, such as a product or variant. You can store almost any kind of extra information in metafields. Some examples are specifications, size charts, downloadable documents, release dates, images, or part numbers.
You can now import and export data stored in metafields into Business Central. You can also use an extensibility model that developers use to map standard or custom fields, attributes, or other related entries in Business Central to metafields in Shopify.
You can view and edit metafields on the Shopify Metafields page. Open this page from the Shopify Products and Shopify Variants pages.
Note
The page is editable when the Product Sync field is set to Products to Shopify and the Can update Shopify products toggle is on. When you add a new record, the connector immediately sends a request to Shopify. The connector stores the entry when it receives a response with the Shopify ID for the metafield. You can't edit types that have AssistEdit functionality defined directly on the line.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new reports and demo data for financial reporting", "Investment area": "Application", "Business value": "New reports are available as demo data for Business Central. Use the reports as ready-to-use reports or as templates to create your own financial reports. You can also generate more demo data to better understand the data the reports display.
", "Feature details": "The list of standard reports for financial reporting now includes five new reports. The update also includes a set of five new row definitions and 12 new column definitions. You can combine these definitions to create more than 25 new reports.
The following table lists the new reports:
| Name | Description |
|---|---|
| TB | Trial Balance |
| BS DET | Balance Sheet Detailed |
| BS SUM | Balance Sheet Summary |
| IS DET | Income Statement Detailed |
| IS SUM | Income Statement Summary |
The new row definitions use the same names and descriptions as the reports.
The following table lists the new column definitions:
| Name | Description |
|---|---|
| BBDRCREB | TB Beginning Balance Debits Credits Ending Balance |
| BSTREND | BS 12 Months Balance Trending Current Fiscal Year |
| CB | BS Current Month Balance |
| CB V PB | BS Current Month Balance v Prior Month Balance |
| CB V SPYB | BS Current Month Balance v Same Month Prior Year Balance |
| CNC | IS Current Month Net Change |
| CNC BUD | IS 12 Months Net Change Budget Only |
| CNC V PNC | IS Current Month Net Change v Prior Month Net Change |
| CNC VSPYNC | IS Current Month Net Change v Same Month Prior Year Net Change |
| CNCVPNCYOY | IS Current Month v Prior Month for CY and Current Month v Prior Month for PY |
| CVC YTDBUD | IS Current Month v Budget Year to Date v Budget and Bud Total and Bud Remaining |
| ISTREND | IS 12 Months Net Change Trending Current Fiscal Year |
Note
The five reports are ready to use for the US version. For other country versions, you must map the row definitions to your chart of accounts so the reports display data. In future releases, Microsoft provides the ready-to-use experience for more country versions.
Financial reporting is at the core of every business. When you evaluate business management applications, you often want to see the reporting capabilities for a running company. Run the Contoso Financial demo data from the Contoso Demo Tool tool page to generate the new demo data. The data includes three years of G/L entries, broken down into dimensions, with a budget for the current year to support variance analysis reporting.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"38c4d8d8-762d-ef11-840a-000d3a167cc9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Edit price lists in Excel", "Investment area": "Application", "Business value": "Sales price lists can be long and complex documents that require maintenance. Plus, many businesses have complex rules for creating and updating prices. When you edit price lists in Excel, you make complex calculations easier for your salespeople.
", "Feature details": "Turn on the Feature Update: New sales pricing experience feature on the Feature Management page for all users. The new pricing experience organizes prices into lists. You can edit lines on the Sales Price List page in Excel by using the Edit in Excel action.
![\"Shows](\"media/sales-price-list-edit-in-excel.png\" "\\"Shows")
After you edit a price list in Excel, you can easily publish the updated list to Business Central.
![\"Shows](\"media/excel-sales-prices.png\" "\\"Shows")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Archive service management documents", "Investment area": "Application", "Business value": "Service documents often change and evolve during their lifecycle. The archiving capability gives you control over your service data through audit trails and version control.
", "Feature details": "Archiving capabilities for service management are similar to the functionality in the sales and purchase areas. You can set up documents to archive automatically. With automatic archiving, Business Central creates a new version of the archived document when users do the following actions:
The system also extends the functionality of contract filing, which stores a version of a service contract or service contract quote. Filed service contracts and filed service contract quotes now include more fields, such as Payment Method Code and Direct Debit Mandate ID. They also include the following related tables:
![\"Filed](\"media/service_filedcontract.png\" "\\"Filed")
You control the archiving process. The following list shows the documents and options for archiving when you set up automatic archiving on the Service Management Setup page:
![\"Service](\"media/service_archivesetup.png\" "\\"Service")
Use the Archive action to manually archive versions of service documents, such as service quotes and orders.
![\"Archive](\"media/archive_serviceorder.png\" "\\"Archive")
To keep your database size manageable, add archived service documents to the Retention policy tables list.
![\"Retention](\"media/service_retentionpolicies.png\" "\\"Retention")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use a default quantity of 1 for accounts on documents", "Investment area": "Application", "Business value": "Some people prefer to enter a specific quantity on document lines. Others like to have a default value that they can overwrite. To accommodate the latter preference, Business Central lets you specify that lines for general ledger accounts on sales documents default to a quantity of 1.
", "Feature details": "Default values on documents speed up data entry. If you want new lines for general ledger accounts on sales and purchase documents to default to a quantity of 1, turn on the Default G/L Account Quantity toggle on the Sales & Receivables Setup and Purchase & Payables Setup pages.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/06/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"1ae88b31-c766-ef11-bfe2-6045bdd8b102", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use improved troubleshooting options for cost adjustments", "Investment area": "Application", "Business value": "The improvements to cost adjustment in Business Central enhance processing speed, provide greater control over adjustments, introduce proactive issue notifications, offer visibility into adjustment progress, and save partial progress to prevent full reruns on failure. These improvements lead to more accurate inventory valuation, reduced financial discrepancies, improved decision-making, and increased operational efficiency.
", "Feature details": "Inventory cost adjustment in Business Central is the process of ensuring that item costs are accurate. The process adjusts costs based on changes in purchase prices, revaluations, or applied costs through transactions such as sales, consumption, and transfers.
Inventory cost adjustment is essential for maintaining correct inventory valuation and COGS. It's especially important when businesses use costing methods such as FIFO, LIFO, or Average. You can run inventory cost adjustment automatically or manually. The process affects historical transactions and financial reports. To avoid discrepancies, set up inventory cost adjustment correctly and monitor it regularly.
This release introduces enhancements to the inventory cost adjustment process. These enhancements improve performance for larger workloads and make troubleshooting and monitoring easier:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use specific prices and discounts when synchronizing prices in Shopify", "Investment area": "Application", "Business value": "The latest release of the Shopify connector adds individual prices and discounts that complement the global prices and discounts and the customer price group and customer discount group prices and discounts. Individual prices and discounts give you more flexibility and personalization for B2B customers.
", "Feature details": "If you use Shopify B2B, you can set up the connector to sync prices for Shopify catalogs that link to B2B customers. The following steps describe the process.
You can use two strategies. One strategy is the default strategy. Use settings for this strategy that are similar to the settings for synchronizing the Price and Compare at Price fields for Shopify products (Shopify variant). The following table describes settings for the default strategy.
| Field | Description |
|---|---|
| Customer Price Group | Determine the price for an item in Shopify. The sales price of this customer price group is taken. If you don't specify a group, the price on the item card is used. |
| Customer Discount Group | Choose the discount to use when you calculate the price of an item in Shopify. The Price field stores discounted prices, and the Compare at Price field stores the full price. |
| Allow Line Disc. | Specify whether to allow a line discount when you calculate prices for Shopify. This setting applies only for prices on the item. Prices for the customer price group have their own toggle on lines. |
| Prices including VAT | Specify whether price calculations for Shopify include VAT. |
| VAT Business Posting Group | Specify which VAT business posting group to use to calculate prices in Shopify. Use the group for domestic customers. |
The second strategy is to use the new Customer No. field. When you use this field, the connector uses the customer number to calculate the price. It ignores other values in the Shopify Catalog entry. Instead, it uses the Customer Price Group, Customer Discount Group, and Allow Line Discount fields from the customer card. Use personalization to add the Customer No. field to the Shopify Catalog page.
After you enter the settings, turn on the Sync Prices toggle. Select Sync Prices to start synchronizing catalog prices.
![\"Shopify](\"media/shopify_catalog.png\" "\\"Shopify")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Stay current with Shopify connector", "Investment area": "Application", "Business value": "The latest update for the Shopify connector includes changes introduced by Shopify, such as dual-level risk assessments, accurate weight management, and new product information management. In addition, the update includes multiple enhancements based on feedback.
", "Feature details": "Shopify releases a new API version every three months at the beginning of the quarter. Shopify supports each version for 12 months. These API releases might bring bigger changes. For that reason, the Shopify connector updates the Shopify API version it uses in major releases of Business Central. Typically, new versions of APIs increase stability and security, and enable additional capabilities. Starting with this release, the Shopify connector uses the Shopify API that was released in July 2024.
This version introduces changes in various areas. Some changes aren't directly visible. The following changes have a direct impact.
The Shopify connector now supports up to 2,000 variants per product. This capability is part of the Shopify API that Shopify announced in the winter editions. You just need to wait until Shopify enables that capability in your store.
There's a new way to handle risk assessments. Shopify now supports two levels of risk assessments and external providers. The connector still imports both risk assessments and sentiments. However, no single value represents the risk for an order. Because of this limitation, the connector doesn't show risk assessment information on sales orders or invoices.
When you turn on the connector, it gets the default weight unit of measure from Shopify and uses that unit when it sends the product weight. You can change the unit of measure that the Net weight field uses in Business Central.
The Gift card property is now available on sales lines, not just on the product. With this property, the connector recognizes custom discounts, usually sold through POS, and processes these discounts as normal discounts.
The connector discontinues the Location Code field in the Shopify order header. The connector doesn't import data from the Location or Physical Location fields. Instead, it uses location information in the order fulfillment lines. Sales documents have a location only on their lines, not in the header.
The connector aligns the use of units of measure. Imported sales documents use the sales unit of measure that you define on the item card. The sales unit of measure is also used to calculate prices and discounts. The connector aligns the unit of measure to use the sales unit of measure when synchronizing inventory.
In addition to these changes, the connector includes improvements that enhance the general usability of the connector.
The Linked to Documents FactBox is available on the Shopify Orders page. You can open an order, invoice, or shipment from the list.
Add the Shpfy Doc. Link To Doc. permission to D365 BASIC to enable warehouse processing and other posting activities without granting full Shopify permissions.
Import the Tax ID value from the company location in Shopify. The system doesn't use this data when you create or update a customer because different localizations send the field to different destinations.
Use the default color configuration in the Shopify Activities part to make it easier to notice issues with synchronization.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add an item as a Shopify variant", "Investment area": "Application", "Business value": "The new release of the Shopify connector enables you to export items from Business Central as variants in Shopify. With this feature, you get more flexibility and convenience when you manage product information across both applications.
", "Feature details": "Shopify and Business Central both offer extensive features for managing products and variants. Depending on your needs, choose the option that works best for you. In Shopify, you focus on convenience for customers. In Business Central, you consider other criteria, such as the ability to define an assembly BOM.
We added support for export scenarios when Shopify has products with variants, but the list of items is flat on the Business Central side. Use the Add item as Variant action on the Variants subpage of the Shopify Products page.
![\"Shopify](\"media/shopify_itemasvariant.png\" "\\"Shopify")
When you add an item, you add it as a Shopify variant under an existing product option. For example, you add the item under color, material, or title. If the product uses the default variant, you add the item under the title. If a Shopify product has more than one product option, you can't add the item as a Shopify variant.
Add items as variants when the items have their own item variants. However, you can only add the item itself, not the item variants.
You can't add an item as a variant when you turn on the UOM as Variant toggle on the Shopify Shop Card page.
Shopify always creates a variant, even if you don't define any variants. This variant is called Default title. When you add more variants through Shopify admin, you delete this technical variant entry. The Shopify connector uses similar logic. When you add the first item to Shopify as a product, you add the Default title variant to Shopify and to Business Central. When you run the Add Item as Variant action, you add the selected item as a variant and delete the default variant in both Shopify and Business Central.
When you add an item as a variant, the connector doesn't search by SKU or barcode.
| Production information | Business Central: Flat item list. Only items, no variants. | Business Central: Items with item variants | |
|---|---|---|---|
| Shopify: Flat product list. Only products, no variants. | Supported Import into Business Central. Use the barcode or SKU field in the Shopify product to point to an item in Business Central. Export items from Business Central with the Add Item to Shopify action. | Not supported You can create products and items manually in both systems. Use the barcode or SKU for automatic mapping, or map products to item variants manually. | |
| Shopify: products with variants | Supported We recommend that you select Item No., Vendor Item No., or Barcode in the SKU Mapping field, and add the barcode or SKU on the variant. This setup ensures that when you import a product or variant from Shopify, the system finds the corresponding item in Business Central. Export from Business Central via the new Add Item as Variant action. | Supported We recommend that you select Item No.+Variant Code in the SKU Mapping field, and add the barcode or SKU on the variant. This setup ensures that when you import the product or variant from Shopify, the system finds the corresponding item or variant in Business Central. Export from Business Central via the Add Item to Shopify action. | } |
For more information, see Effect of Shopify product SKUs and barcodes on mapping and creating items and variants in Business Central
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"2865915d-3c56-ef11-a316-000d3a537757", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable locations in Shopify refunds", "Investment area": "Application", "Business value": "This update reduces manual work and the risk of errors by using the original return location from Shopify when it syncs refunds and returns. It simplifies the process for creating credit memos and makes sure the location code is correct without extra reviews.
", "Feature details": "This update enhances the integration between Shopify and Business Central by using the original return location from Shopify for refunds and returns. This improvement ensures accurate location data in credit memos, which reduces manual adjustments and streamlines the returns process.
To turn on the feature, on the Shopify Shop Card page, choose Original > Default Location in the new Return Location Priority field.
![\"Return](\"media/shopify_returnlocations.png\" "\\"Return")
The Return Location Priority field offers the following options:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Capture invoice and receipt data with Azure AI Document Intelligence", "Investment area": "Application", "Business value": "When working with vendor invoices and receipts, finance professionals and accounts payables departments can streamline their OCR and document capture with support for native Azure AI Document Intelligence in Business Central.
", "Feature details": "We're extending the incoming documents features to seamlessly capture and process data from imported invoices and receipts. For some types of documents, such as PDFs and images, an OCR service must capture the data. In this release, a new state of the art OCR service is built into Business Central to process invoices and receipts and automate daily tasks for bookkeepers and accountants. This OCR service is powered by a native integration into Azure AI Document Intelligence, which specializes in recognizing invoices and receipts (among other things).
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"2778db00-882c-ef11-840a-6045bdede9ab", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Synchronize product translations to Shopify", "Investment area": "Application", "Business value": "When you automatically synchronize translations from Business Central to Shopify, you keep product descriptions and details consistent across different languages. When customers see product information in their native language, they find it easier to access and understand. This approach improves customer satisfaction, boosts conversion rates, and encourages customer loyalty.
", "Feature details": "To include translations in product synchronization, use the following steps:
When you run the Sync Product task, translations are included. You can run the task manually or use the job queue.
The CreateProductBody procedure in the Product Export codeunit takes language codes as parameters so you can use it for each language. The procedure runs multiple times based on the list of selected languages. Because the procedure contains the OnBeforeCreateProductBodyHtml and OnAfterCreateProductBodyHtml events, the events trigger multiple times for each item. The events include the language code as a parameter, so you can skip translation or add your own logic.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"312e7ebe-0e66-ef11-bfe2-000d3a9e39d1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "View item availability in Field Service work orders", "Investment area": "Application", "Business value": "When you integrate Field Service with Business Central, technicians and dispatchers can check item availability at a specific warehouse or technician's truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary travel costs, and optimize their service and purchasing operations.
", "Feature details": "Now you can integrate, configure, and customize Field Service warehouses with Business Central locations. To manage data synchronization, we added a unidirectional integration table mapping (from Business Central) between Business Central locations and Field Service warehouses. To use the new integration table mapping, turn on the Location Mandatory toggle on the Inventory Setup page in Business Central.
Business Central syncs locations with the following settings on the Location Card page:
On the Locations and Location Card pages, use the Warehouse action to open a coupled location in Field Service. With this action, you can sync the location, set up and delete couplings, and view sync logs.
![\"Shows](\"media/fs-location-warehouse-int.png\" "\\"Shows")
In Field Service, use Open in Business Central to open a location in Business Central. This location couples to a warehouse in Field Service.
Select Enable Inventory Availability by Location on the Dynamics 365 Field Service Integration Setup page or on the Set up integration to Dynamics 365 Field Service page.
![\"Shows](\"media/fs-int-avail-setup.png\" "\\"Shows")
When you turn on inventory availability by location, you get a new Inventory Availability by Location API as a Dataverse virtual table available. The API creates a synthetic relationship between this virtual table and the native Products table in Field Service.
In Field Service, on the Products page, technicians can see how much of a product is available at a warehouse they choose.
![\"Shows](\"media/fs-product-item-availability.png\" "\\"Shows")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use SecretText with control add-ins and in JSON objects", "Investment area": "Application", "Business value": "You can now use SecretText with control add-ins and JSON objects. With this capability, AL developers can integrate credentials with JavaScript-based authentication solutions and embed secrets when working with JSON objects.
", "Feature details": "Pass SecretText value to control add-ins
You can now pass a SecretText value to control add-in procedures. With this feature, you can integrate credentials with JavaScript-based authentication solutions.
New method to add SecretText values to JSON objects - WriteWithSecretsTo
We added a new method to the JsonObject type that you use to add SecretText values. To use this method, you create a JSON object with placeholder values for your secret values. Then, you provide the paths to the values in JPath format, along with the values. The method returns a new SecretText value with the credentials replaced.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/02/2025", "GA date":"05/02/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0687a26f-ab2d-ef11-840b-6045bdd56d07", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "See improved usability for service and projects", "Investment area": "Application", "Business value": "You get more done when processes are easy. We've improved the usability of several areas within project and service management. For both projects and services, we added fields and actions on several pages to make it faster to get to information.
", "Feature details": "Based on feedback from our customers, we made it easier to complete several business processes in projects and service management.
To speed up creating invoices for projects, we added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without leaving the project information. Also, you can more quickly access and work with details about projects by using the following actions that we added to the Project List page:
![\"Project](\"media/projectux_1.png\" "\\"Project")
We renamed some projects. We renamed the Project WIP page to Project WIP Cockpit. This change makes it easier to distinguish the page from other Project WIP pages and actions.
To improve service management features, we added useful fields to several pages. We added the Customer Name field on the Service Items page so you can identify the customers that use the items. We added the Your Reference field to the following pages to make it easier to find records by searching for your reference numbers:
We streamlined the Make order process for both service and sales. When you convert a service quote to an order, the system prompts you to open the new service order and process it.
![\"Open](\"media/service_quote2order.png\" "\\"Open")
Add Service Item Worksheet as an option on the Report Selection - Service pages. The worksheet includes the currently available Service Item Worksheet report, but you can change it report if needed. You can add reports if you want to print more than one report per document type.
![\"Report](\"media/service_itemworksheet.png\" "\\"Report")
To provide more information about when and where an item is available from the context of a business task, add the Item available by action to the Project Planning Lines and Project Journal pages. You can view the availability of each item per location, by event, or by period.
![\"Item](\"media/project_itemavail.png\" "\\"Item")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use AI resources for your Copilot extensions", "Investment area": "Copilot and agents", "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.
", "Feature details": "Using the AI resources provides several benefits:
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.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/06/2025", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a886c04b-e520-f011-998a-7c1e52188b61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Give more instructions for the agent when you review its tasks", "Investment area": "Copilot and agents", "Business value": "Agents handle more tasks in Business Central. While agents provide valuable help, you need to maintain transparency and control over their tasks to keep the workflow smooth and on track. The human-in-the-loop concept on the Agent task pane lets you maintain the human in the loop by adding extra instructions.
", "Feature details": "The Copilot and agents task pane shows the tasks each agent works on. You can make sure the agent does what you want. If an agent needs your help to complete a task, for example, if it's blocked because it can't find an item or a customer, use the Additional instructions field to give the agent the information it needs to get unblocked and go back to work.
All agent tasks appear on a tab in the Copilot chat pane. You can give the agent extra instructions. In the Additional instructions field, enter your own instructions or select some from a predefined set. When you provide more instructions, you'll get more control over the agent. It's easy to correct the agent's course.
This feature applies to all agents in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"11/07/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"edb9f3b8-9f34-f011-8c4e-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Envision and design AI agents in Business Central", "Investment area": "Copilot and agents", "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.
", "Feature details": "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.
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.
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.
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.
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.
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.
Agents built using the agent design experience adhere to Microsoft’s Responsible AI principles, helping you ensure agent compliance, fairness, and safety.
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.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/06/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6ed34070-a555-f011-877a-7ced8d1787a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Sales Order Agent to automate sales order-taking", "Investment area": "Copilot and agents", "Business value": "AI in the workplace is at a crucial turning point. Just as we now look back at the pre-PC era with astonishment, we'll soon wonder how work ever got done without AI. Workers overwhelmed by digital debt and workplace stress turn to AI for relief. Leaders can harness this momentum to get tangible returns on investment. Copilot in Business Central uses AI in key application scenarios and provides guidance along the way to enhance users' creativity and productivity. AI will gradually transform every aspect of work and achieve real business impact. Companies that proactively embrace this challenge will excel.
Using Sales Order Agent, which works independently under your direction, drives efficiencies and cost savings, and helps manage heavy workloads. The agent focuses users’ attention on critical tasks, so motivation and job satisfaction increase across the business function. Microsoft studies show that over the next five years, 41 percent of business leaders expect to redefine business processes with AI. They plan to orchestrate and manage AI agents while prioritizing ethical AI use.
", "Feature details": "Update: Explore more Sales Order Agent capabilities announced with this update: Capture more sales with enhanced Sales Order Agent.
Copilot in Business Central enhances your creativity and productivity with AI in key application scenarios. It gives you guidance and assistance when working with the product and helps you find the right data.
With this release, you can use AI to orchestrate and automate business processes with AI agents. Agents work on their own to perform tasks, respond to different events and inputs, reason over the state of data, and fix errors based on user input and the context of the Business Central user experience. Agents need little to no intervention from users but bring users in when circumstances require their attention. Agents can act for a company, department, or team, not just a user.
To enable this capability in Business Central, we're introducing our first out-of-the-box agent, Sales Order Agent, to automate the process of capturing sales orders from email messages.
The agent manages the entire process:
The agent works from the included instructions and your configuration. It uses AI to identify and run the steps needed to complete this task in the Business Central environment. The agent asks for your help when specific situations come up. For example, it asks for your help when it prepares outbound communications or when it needs business approval for key operations.
Sales Order Agent can access only the parts of the product that it needs to perform its duties. It comes with predefined permissions and role (profile) that the agent automatically gets when you activate it.
The agent has a simple configuration experience. You define the agent name, the channel for receiving requests for sales quotes and orders (shared company email), and the steps you want to include or exclude in the process for taking orders from customers.
![\"Configuration](\"media/rp-soa-config.png\" "\\"Configuration")
When you activate the agent, it’s ready to perform the process of capturing sales orders on its own. An internal email processor in Business Central starts the agent. You configure the processor to monitor the company mailbox that the agent uses in its configuration.
You can review all actions that the Sales Order Agent performs, including navigating Business Central pages, creating and modifying records, and calling actions, in the Copilot pane. The actions include the agent's user ID. They appear in the same places and in the same way as actions from other users, such as in list views, history, posted documents, and notifications.
![\"Task](\"media/rp-soa-task.png\" "\\"Task")
Business Central users maintain full transparency and control over changes that the Sales Order Agent makes by using other experiences. These experiences enable users to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Automate tests for Copilot extensions with Business Central Test Toolkit", "Investment area": "Copilot and agents", "Business value": "As our partner community brings generative AI capabilities to market and matures their offerings, partners need new engineering tools and practices to help them succeed in the AI era. Data-driven test automation plays a vital role in making sure AI systems stay accurate with diverse inputs. It helps preserve the trust and safety of our customers and their data, and it keeps systems resilient to changes in AI model versions. The developer tools for Copilot in Business Central provide an end-to-end toolkit that covers development, deployment, administration, feedback loops, and now test automation.
", "Feature details": "With this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Complete bank account reconciliation faster with Copilot", "Investment area": "Copilot and agents", "Business value": "Bookkeepers in small and medium-sized business organizations need to import bank statements and reconcile transactions with their bank ledger entries. They make sure that all transactions are accounted for. While Business Central already reduces the effort through rule-based transaction matching, the residual work to process unmatched transactions each week is cumbersome and quickly adds up to lost workdays. Copilot reduces the bookkeeping effort by matching more transactions and suggesting G/L accounts to post the remaining transactions.
", "Feature details": "The bank account reconciliation feature in Business Central is enhanced with the following capabilities:
![\"Reconcile](\"media/bankrec-small2.png\" "\\"Reconcile")
![\"Copilot](\"media/bankrec-small.png\" "\\"Copilot")
You can use this feature as a production-ready preview in production and sandbox environments with any country localization of Business Central. Any user language is available. Production-ready previews have supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
While the feature is in preview, it works best when the G/L account names, ledger entries, and bank account transaction descriptions are in English.
You can use this feature only with Business Central online.
Watch the 20-minute video where the product engineering team at Microsoft shares more information about this new capability.
To access recordings on demand from the Business Central 2023 release wave 2 launch event, register for free at aka.ms/BCLE.
To get started, go to the Bank Account Reconciliations page and select Reconcile with Copilot.
All new production and sandbox environments with Update 23.1 include this feature.
For existing customers, Update 24 automatically enables the feature. Administrators can enable the feature earlier, starting with Update 23.1. To enable the feature early, sign in to your online environment and open Feature Management. Enable for all users the item named Feature Preview: Bank account reconciliation with Copilot.
In some regions where Azure OpenAI Service isn't available, administrators must first consent to business data moving across compliance boundaries from the Copilot & AI capabilities page.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the discussion on the Dynamics 365 Business Central Development Yammer network to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/09/2023", "GA date":"10/01/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"ccd3eb13-22ce-ed11-b597-00224827e5d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create sales lines easily with Copilot", "Investment area": "Copilot and agents", "Business value": "By adding Copilot to Business Central, you get a powerful new way to create sales documents. Copilot speeds up the process of creating sales documents and reduces the time you spend on repetitive tasks and lookups. It accepts different types of input, such as free text, files, or built-in prompts. Copilot understands the input and uses it to create sales lines. With Copilot's help, you boost operational efficiency and drive revenue growth by getting sales documents to customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.
", "Feature details": "In 2024 release wave 1, we introduce Copilot that suggests and helps create sales lines on sales documents such as sales quotes, orders, and invoices based on structured input or natural language. This assistance reduces manual data entry and drives operational efficiency.
Versatile input methods: Copilot accepts various input methods, including free text, files, or prebuilt input prompt suggestions. This flexibility lets you interact with Business Central in ways that are convenient for you, which boosts efficiency.
Intelligent processing: With advanced AI capabilities, Copilot understands the input you provide and uses it to suggest sales lines. This intelligent processing removes the need for manual data entry, reduces the likelihood of errors, and saves time. Additionally, Copilot suggests sales lines based on how recently and frequently the customer on the sales document purchases from you.
New additions in update 24.2 for 2024 release wave 1:
New additions in 2024 release wave 2.
We continue to improve Copilot in Business Central by adding new capabilities and polishing existing ones.
In addition to the Find product and Find document by reference skills, Copilot can combine them. It can first find documents, and then search for products on document lines. This combination can be particularly useful for companies that work with blanket orders. The Find document by reference skill now includes sales blanket orders as source documents.
Also, Copilot now supports units of measure. It tries to use the unit of measure you specify in your prompt. If that unit isn't found, Copilot uses the sales unit of measure for the item.
Attachments are a complex feature that starts with CSV files. Copilot analyzes the structure of an attached file to identify field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.
Note
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get more contextual invoice drafts with Payables Agent", "Investment area": "Copilot and agents", "Business value": "By making the Payables Agent more aware of the context of your historical purchase invoices, its matching accuracy and the granularity of draft suggestions improve. As a result, you receive suggestions that are more relevant to the specific invoice you’re working on. This reduces the need for manual corrections, since the agent’s recommendations become more closely aligned with your company’s Payables Agent processing history, saving you time.
", "Feature details": "It's at the core of the Payables Agent to suggest invoice drafts as accurately as possible. Ideally, the accounts payable team doesn't have anything—or very little—to change on the purchase document drafts that the agent creates. The agent relies on its purchase invoice processing history, meaning the details of previously processed invoices and how they were handled. For example, if you previously used the agent to register an electrician bill on a certain G/L account, the agent in many cases suggests that same G/L account for similar invoices from the same vendor.
The key word here is \"similar.\" As part of making the agent more intelligent, it now considers more information to determine the context and similarity of historical invoices and how that compares to the invoice currently being processed. This context could include other text on the invoice header or footer, other line descriptions, and so on. By increasing the agent's understanding of context, the agent is more likely to distinguish invoices that—on the surface—look the same but aren't. In these cases, for example, an electrician bill requires a different G/L account if the delivered electrician service is for a manufacturing asset in the manufacturing facility, not for putting up new lamps in the office building.
This enhanced contextual awareness requires no extra setup to the agent and allows the agent to better distinguish scenarios, improve matching, and draft invoices more successfully.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/07/2025", "GA date":"11/07/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4a609fab-9772-f011-bec2-6045bdec90b9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Capture more sales with enhanced Sales Order Agent", "Investment area": "Copilot and agents", "Business value": "Enhancements to the Sales Order Agent enable it to handle more complex and varied sales inquiries on its own. You spend less time on manual tasks and respond faster. Sales and customer service teams can process more requests with improved accuracy, even when the input is unstructured or incomplete. Guide the agent with natural language inputs, which minimizes workflow disruptions and keeps tasks moving.
", "Feature details": "This release wave adds several enhancements to the Sales Order Agent to improve its ability to process sales inquiries more efficiently and independently. These enhancements benefit users in sales, customer service, and order processing roles who handle high volumes of incoming sales-related emails. These improvements streamline data entry, increase the accuracy of quote creation, and reduce the need for user intervention in repetitive tasks.
This release wave expands the availability of the Sales Order Agent to more countries: Denmark, Germany, Italy, France, and Spain. More organizations can use its capabilities. The rollout includes localization support, accuracy testing, and better handling of requests and emails in the local language. These improvements ensure reliable, context-aware performance.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/02/2025", "GA date":"11/07/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a336ac09-cb4a-f011-877a-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Autofill contact details with Copilot", "Investment area": "Copilot and agents", "Business value": "Entering data can take a lot of time and lead to errors. This challenge affects both casual users of Business Central and expert users who enter record after record during their workday. Microsoft Copilot is an AI-powered assistant for work that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot now suggests appropriate field values so you can choose to keep them instead of typing.
", "Feature details": "This version of the feature builds on the autofill with Copilot feature from 2025 release wave 1.
Copilot now automatically searches the web for information and provides suggestions for customer or vendor contact details such as address, phone, email, and website. It can also use a web search to autofill similar fields that typically contain publicly available information.
![\"The](\"media/bing-search-infotip.png\" "\\"The")
Other improvements include:
Users get these enhancements when they enable autofill with Copilot. For more information, see Configure Copilot and agent capabilities.
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. We believe your data is your data. Business Central doesn't use customer data to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"08c495b7-5337-f011-8c4e-7c1e520100ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use autofill with Copilot to suggest field values", "Investment area": "Copilot and agents", "Business value": "Entering data can take a lot of time and lead to errors. This challenge affects both casual users of Business Central and expert users who enter record after record throughout their workday. Microsoft Copilot is an AI-powered assistant for work that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot now suggests appropriate field values so that you can choose them instead of typing.
", "Feature details": "Autofill is a new capability of Copilot in Business Central.
Copilot automatically searches the web for information and provides suggestions for customer or vendor contact details, and similar fields that typically contain publicly-available information.
![\"Fields](\"media/bing-search-infotip-small.png\" "\\"Fields")
Look for the sparkle icon on fields to ask Copilot for suggestions.
![\"The](\"media/autofill-small-1.png\" "\\"The")
Copilot suggests values for multiple fields in the FastTab group. Use the information icon to see how Copilot created the suggestion.
![\"A](\"media/autofill-small-2.png\" "\\"A")
Review a suggestion, and choose to keep or discard it. You can keep or discard all suggestions in bulk.
![\"The](\"media/autofill-small-3.png\" "\\"The")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. We believe that your data is your data. We don't use customer data in Business Central to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"fb5208d9-d395-ef11-8a69-7c1e521a5df1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced chat with Copilot", "Investment area": "Copilot and agents", "Business value": "For your customers, much of the workday revolves around chatting with coworkers, customers, and vendors to get insights and solve problems. Now, Copilot helps them continue the conversation in Business Central with AI-powered chat alongside their data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.
", "Feature details": "This wave enhances the chat with Copilot preview feature released with 2024 release wave 1. Copilot chat now offers the following improvements:
Users get these improvements when they enable chat with Copilot. For more information, see Configure Copilot and agent capabilities.
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. We believe that your data is your data. Business Central doesn't use customer data to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365
Copilot is available only for Business Central online. To try this feature, sign in to your Business Central environment and select the Copilot icon in the app bar.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"b4a363f6-5b37-f011-8c4e-6045bdfeefee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience enhancements to chat with Copilot", "Investment area": "Copilot and agents", "Business value": "For your customers, much of the workday revolves around chatting with coworkers, customers, and vendors to get insights and solve problems. Now, Dynamics 365 Copilot helps them continue the conversation in Business Central with AI-powered chat alongside their data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.
", "Feature details": "In this wave, we update chat with Copilot (announced for 2024 release wave 1) based on community feedback:
Faster: Copilot gets records faster.
Better at data inquiries: Copilot creates analysis tabs right from the Chat pane to help you find insights about your data. Copilot uses this approach when you ask questions that work best with grouped records or simple math like totals or averages. Try entering, \"Show items grouped by their category\".
![\"An](\"media/chat-analysis-small.png\" "\\"An")
Awareness of the current page: Copilot responds to requests to find data from the currently open page. It uses its ability to filter, sort, and generate analysis tabs to help you get insights. Try entering, \"Which products are blue on the current page?\" while the Items list page is open.
Interconnected AI: Copilot helps you understand how it can provide additional AI-powered assistance on the current page. It identifies built-in features as well as extensions to Copilot. Try entering, \"What can Copilot do on this page?\"
More knowledgeable: Copilot uses more sources of information from Microsoft Learn to explain and guide. For example, it now includes answers from release plans.
Tailored answers: When explaining or giving guidance, Copilot shares administrative and technical answers only with people who have administrative roles.
More examples: The prompt guides (displayed at the bottom of the chat pane) include new example prompts and a link to tips and tricks to improve your prompt skills.
![\"The](\"media/chat-guides-v25-small.png\" "\\"The")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: Microsoft doesn't use customer data in Business Central to train AI models.
See the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.
Copilot is available only for Business Central online.
To try Chat, sign in to your Business Central environment and select the Copilot icon in the app bar at the top.
Customers upgrading their environment might need to enable Chat with Copilot from the Feature Management page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/11/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"2e572d45-d65b-ef11-bfe2-0022482e0676", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Suggest number series with Copilot", "Investment area": "Copilot and agents", "Business value": "Getting started quickly with new implementations and recurring maintenance in Business Central setup saves your company time and money. Copilot reduces the time it takes to set up number series and makes their maintenance quick and easy. For example, use Copilot when you need to update year- or month-based numbering for many draft and posted documents in Business Central.
", "Feature details": "Copilot helps you create and update number series faster on the No. Series page. The Generate action opens the Generate No. Series with Copilot dialog, where you enter a prompt to create new number series or modify existing ones.
To help you write the prompt, use the Create new action in the Generate No. Series with Copilot dialog. This action provides sets of prompt guides that you can use for inspiration.
When you select Generate, Copilot creates proposals for one or more number series. You can review the proposals in the No. Series Proposals view. You can remove proposals that you don't want and edit the proposals that you do want. When you're ready, select Keep it to add or update a proposal. Copilot also updates the setup pages with the number series you choose.
![\"Shows](\"media/no-series-prompt-per-module.png\" "\\"Shows")
In the Generate No. Series with Copilot dialog, the Modify existing option gives you prompt guides to help you write a prompt for updating an existing number series.
When you select Generate, Copilot updates one or more number series. You can review the proposals in the No. Series proposals view. You can remove proposals that Copilot generates and edit the ones you want. When you're ready, select Keep it to add or update a proposal.
![\"Shows](\"media/no-series-proposal.png\" "\\"Shows")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: we don't use customer data in Business Central to train AI models.
For more information, see the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"a46ca7bf-482d-ef11-840b-000d3a11e031", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Payables Agent in more countries and regions", "Investment area": "Copilot and agents", "Business value": "If you’re using Business Central in Canada, Denmark, Germany, Italy, France, or Spain, you can now use the Payables Agent to automate payables workflows. The agent reduces manual data entry and improves your invoice processing, letting you focus on other tasks while it handles routine invoice management.
", "Feature details": "The Payables Agent preview was released with the July update (26.3) of the 2025 release wave 1 in the United States, United Kingdom, Australia, and New Zealand. The agent has since become generally available, meaning it is no longer in preview. This release expands Payables Agent availability to Canada, Denmark, Germany, Italy, France, and Spain, allowing customers and partners in these countries and regions to use the agent in their business and experience the value of AI-powered invoice processing in Business Central.
To enable the Payables Agent in your country or region, follow the instructions in Set up Payables Agent.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/09/2026", "GA date":"01/09/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"742d17df-a472-f011-bec2-6045bdec90b9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Raise awareness of Copilot actions on Card, Document, and ListPlus pages", "Investment area": "Copilot and agents", "Business value": "In 2024 release wave 1, the developer tools for Copilot in Business Central introduced Copilot prompt actions. These actions bring new ways to highlight Copilot capabilities in your extensions. A prompt action is a standard action that appears more prominently on the page, such as in a floating bar, and connects to the Copilot brand.
The first version of the developer tools supports Copilot prompt actions on List, ListPart, Worksheet, and StandardDialog page types. To provide more Copilot experiences and address partner feedback, the developer tools now support Copilot prompt actions on Card, Document, and ListPlus page types.
", "Feature details": "Use Copilot prompt actions on Card, Document, and ListPlus page types to encourage users to use your copilots on these pages. The required AL code uses the same model as when you add Copilot prompt actions to list pages.
For example, the following code adds four prompt actions to the Customer card through a page extension. Two of the Copilot prompt actions are in a group.
pageextension 50110 \"Customer with prompt\" extends \"Customer Card\" { actions { addlast(Prompting) { action(DraftWithCopilot) { Caption = 'Draft with Copilot'; Ellipsis = true; trigger OnAction() begin Message('Draft with Copilot pressed'); end; } action(OpenModal) { Caption = 'Open Modal'; Ellipsis = true; trigger OnAction() begin RunModal(22); end; } group(PromptGroup) { action(PromptAction1) { trigger OnAction() begin Message('PromptAction1 pressed'); end; } action(PromptAction2) { trigger OnAction() begin Message('PromptAction2 pressed'); end; } } } } } The following image shows the user experience on the customer card.
![\"Example](\"media/copilot-prompt-action-customer-card-s.png\" "\\"Example")
The base application already uses Copilot prompt actions on cards. For example, the Bank Reconciliation card provides multiple Copilot actions.
![\"Example](\"media/copilot-prompt-action-bank-recon-card-s.png\" "\\"Example")
Important
Update 25.0 changes how Copilot prompt actions behave on all page types. For on-premises deployments, these actions aren't hidden automatically anymore. This change makes it easier for developers to implement and test Copilot extensions before release. To make sure your on-premises customers don't see any disruption, use the Visible AL property to dynamically hide actions for these customers.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create product information faster with Copilot", "Investment area": "Copilot and agents", "Business value": "In a business landscape that changes fast, companies often need to evolve the portfolio of products they sell. Whether it's adding new products, changing existing products, or adding entire new product lines and categories, it's often time consuming to create and manage product (item) information. Copilot can significantly reduce this effort and accelerate the time to market for new products, which means you have more time to focus on what matters most, your business.
", "Feature details": "Product (item) information is spread across several pages. Because of this spread, creating and managing product information can take a lot of time. You need to look up information for existing items, paste values, and make sure the new product is ready to transact. Creating variants, dimensions, units of measure, and other item-related information also takes extra time. This extra time delays when new products are ready for the market.
Copilot helps you add items by reusing information from similar items. Copilot can suggest the following information:
When you manage product information, Copilot helps by suggesting data from similar products (items). With Copilot assistance, you reduce the time it takes to create a product. You also make sure your products are ready to transact faster than ever before.
In this release, you get a foundation that helps you define similar products (items). You can store similar or interchangeable products on the Item Substitution Entry page. Copilot helps add this information for current products by searching the database for similar products.
![\"Suggest](\"media/subst_suggest.png\" "\\"Suggest")
![\"Suggested](\"media/subst_review.png\" "\\"Suggested")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data. We don't use customer data in Business Central to train AI models. See the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.
Copilot is available only for Business Central online. To try this feature, sign in to your Business Central environment, go to the Items list, and turn on the Substitutes Exist link for any item. Then select the Suggest substitutions action.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"d162bf57-fc98-ee11-be37-00224827e5da", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analysis assist with Copilot", "Investment area": "Copilot and agents", "Business value": "Microsoft Copilot in Business Central is the AI-powered assistant that boosts creativity, improves productivity, and eliminates tedious tasks. Copilot helps you reduce the time it takes to identify trends and anomalies in your business data by enabling you to express your analysis as a simple sentence, without ever leaving Business Central. By describing how you want to structure your data analysis, such as \"show me vendors by location sorted by amount of purchases,\" you can quickly get insights instead of spending time on the clicks and keystrokes to construct analysis views. For example, you can use this feature to identify which vendors supply each of your warehouses, and then take steps to optimize your supply chain or negotiate better deals with your vendors.
", "Feature details": "In this release, you get general availability of Copilot's analysis assist feature with the following key enhancements:
For more information about analysis assist and how to set it up, see Analyze data in lists with Copilot.
Note
![\"Closeup](\"media/new-prompt-guides-small.png\" "\\"Closeup")
![\"The](\"media/closeup-of-prompt-dialog-small.png\" "\\"The")
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: Microsoft doesn't use customer data in Business Central to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6b532bc9-5337-f011-8c4e-7c1e525a8110", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience enhancements to analysis assist with Copilot", "Investment area": "Copilot and agents", "Business value": "Microsoft Copilot in Business Central is the AI-powered assistant that boosts creativity, improves productivity, and eliminates tedious tasks. Copilot helps you reduce the time it takes to identify trends and anomalies in your business data by enabling you to express your analysis as a simple sentence, without ever leaving Business Central. By describing how you want to structure your data analysis, such as \"show me vendors by location sorted by amount of purchases,\" you quickly get insights instead of spending time on the clicks and keystrokes to construct analysis views. For example, you can use this feature to identify which vendors supply each of your warehouses. Then, take steps to optimize your supply chain or negotiate better deals with your vendors.
", "Feature details": "This update to the preview includes:
Availability for more users: Support for more languages, now including English, Danish, German, Italian, French, Dutch, Spanish, Portuguese (Brazil), Japanese, Swedish, Finnish, Norwegian, Polish, Russian, Thai, Turkish, Czech, Greek, Korean, and Chinese (simplified).
Flexibility: Copilot drafts analysis tabs using all fields from the list page, including columns that might be hidden.
Improved control: You can make manual changes more easily to an analysis tab that Copilot drafts. You can go back and forth through the history of the tab before you finalize it.
![\"Analysis](\"media/analysis-small.png\" "\\"Analysis")
![\"Analysis](\"media/analysis-small-2.png\" "\\"Analysis")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: Microsoft doesn't use customer data in Business Central to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"9225f26c-0029-ef11-840a-6045bddad7eb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Start using Copilot without having to set things up", "Investment area": "Copilot and agents", "Business value": "Microsoft Copilot is an integral part of Business Central that helps workers boost creativity, improve productivity, and eliminate tedious tasks. No matter the country or region where you operate Business Central, users can access Copilot without any one-time administrative setup.
", "Feature details": "When you deploy environments to the United States, United Kingdom, India, and Australia Azure regions, you get Microsoft Azure OpenAI Service availability in your geography. You don't need any administrative setup for Microsoft Copilot in Business Central.
For all other geographies, the administrative setting on the Copilot & AI Capabilities page is now on by default.
![\"A](\"media/copilot-admin-setup6.png\" "\\"A")
FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform
Copilot data movement across geographies
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f722797f-0029-ef11-840b-6045bdff2d50", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Show avatars for record creators and modifiers in lists", "Investment area": "Copilot and agents", "Business value": "Supporting avatars for the users or agents who created and last modified entries makes record ownership clearer and easier to understand across Business Central. By surfacing identity information directly in list pages, you can quickly determine responsibility, follow up with the right person, and work with shared data more confidently.
", "Feature details": "This feature introduces visual avatars in Business Central list pages to indicate which user or agent created or last modified a record. The capability enhances traceability and supports collaborative work by making identity information immediately visible without opening the record.
The avatars reflect either a named Business Central user, a system user or an AI agent, following the existing identity model. Users can hover over the avatar to see a tooltip with the full display name and record update timestamp (if available).
This improvement benefits roles that frequently work with shared data—including accountants, order processors, warehouse staff, service teams, and administrators—by reducing time spent verifying ownership or responsibility for items, documents, or configuration entries. It also helps organizations adopting AI‑generated records understand when an automated agent has contributed.
The feature surfaces existing Created By and Modified By fields more intuitively while respecting Business Central’s data privacy and permissions model.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"46590153-b708-f111-8407-7c1e521ae596", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Review content generated by agents directly on pages", "Investment area": "Copilot and agents", "Business value": "The ability to review agent‑generated content directly on pages helps organizations streamline their daily work while maintaining accuracy and control. You can evaluate suggestions in the context of the task you are performing, reducing interruptions and improving the quality of the final output.
", "Feature details": "This improvement introduces the ability for Business Central users to review and approve content generated by agents directly on the pages where they work. You no longer need to navigate to separate task pane to understand that a given document was created by an agent. Instead, agent‑generated suggestions—such as descriptions, text proposals, or field‑specific updates—appear inline where they can be evaluated and modified before being applied.
By keeping the review process within the page context, users maintain flow, reduce clicks, and ensure content quality with minimal disruption. The feature builds on existing Business Central autofill user interface patterns ensuring admins and users can adopt it as part of existing agent‑powered daily workflows.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6a6258d9-d808-f111-8406-7ced8d1833b9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enhance purchase order line matching with Copilot", "Investment area": "Copilot and agents", "Business value": "The E-Documents feature in Business Central automates the receipt and processing of invoices from vendors. Copilot helps this process by improving how vendor invoices map to and match purchase orders. With Copilot's assistance, you spend less time on tasks that normally require extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.
", "Feature details": "Note
Sign in to your Business Central online environment and follow these instructions to use this feature. The feature adds the following capabilities to Copilot:
![\"Adding](\"media/edocs-matching-new.png\" "\\"Adding")
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"3d0b55c4-9d8b-ef11-ac21-6045bdff8c1d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create agentic experiences with enhanced MCP server", "Investment area": "Copilot and agents", "Business value": "The enhanced MCP server helps your organization scale AI‑driven automation more reliably by enabling consistent, secure agent interactions with Business Central APIs and data. Built‑in validation reduces deployment risk and execution failures, while reusable configurations simplify rollout across multiple environments. Support for a broader range of AI tools, including Visual Studio Code, Copilot Studio, and third‑party platforms, allows you to integrate agents securely using Microsoft Entra ID. New telemetry, auditing, and resource handling give administrators better visibility into agent behavior and enable agents to work effectively with larger datasets across business processes.
", "Feature details": "The enhanced MCP server introduces improvements across configuration management, interoperability, telemetry, and data handling for agent-based integrations with Business Central.
https://mcp.businesscentral.dynamics.com, which implements the latest MCP protocol specifications and OAuth 2.1. The endpoint supports preauthorized access from Visual Studio Code and Microsoft Copilot Studio, as well as secure integration with third‑party MCP clients registered through Microsoft Entra ID.Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create sales lines easily with Copilot", "Investment area": "Copilot and AI innovation", "Business value": "The introduction of Copilot in Business Central adds a significant enhancement to the sales document processes. It expedites the creation of sales documents and minimizes time spent on repetitive tasks and lookups. Copilot assistance drives operational efficiency in creating and managing sales documents and contributes to potential revenue growth by getting sales documents into the hands of customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.
", "Feature details": "We continue to improve Copilot in Business Central by adding new capabilities and polishing existing ones.
In addition to the Find product and Find document by reference skills, Copilot can combine them. It can first find documents, and then search for products on document lines. This combination can be particularly useful for companies that often work with blanket orders. The Find document by reference skill now includes sales blanket order as source documents.
Also, it also now supports units of measure. Copilot can try to use the unit of measure you specify in your prompt, but if that isn't found it falls back to the sales unit of measure for the item.
Attachments are a longer journey that starts with CSV file. Copilot analyzes the structure of an attached file to identify things like field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.
Note
The Model Context Protocol (MCP) server for Business Central helps businesses unlock the full potential of AI-driven automation and orchestration. When the server exposes Business Central entities such as customers, items, and sales orders through a standardized API, you get seamless integration with intelligent agents built on any AI platform that supports the MCP protocol, including Azure OpenAI and Copilot Studio. With this capability, users can automate repetitive tasks, streamline workflows, and interact with their ERP data conversationally. The result is improved efficiency, faster decision-making, and a more intuitive user experience across business operations.
", "Feature details": "MCP is an open API standard that enables intelligent clients to discover, describe, and invoke operations on remote services in a self-describing, plug-and-play way.
MCP standardizes how applications provide context to language models. This standardization helps applications integrate seamlessly with different data sources and tools. This open standard connects AI assistants and agents to various systems where data resides, such as content repositories, business tools, and development environments. An MCP-compliant agent uses rich contextual information to act efficiently. A non-MCP-compliant agent doesn't have the necessary context.
With the MCP server for Business Central, you can easily connect agents to existing knowledge sources and APIs. You can enable agents to interface directly with Business Central. Actions and knowledge synchronize automatically. This synchronization facilitates real-time updates and the evolution of functionality. This model simplifies agent development and minimizes ongoing maintenance efforts.
By default, the MCP Server gives agents read-only access to all exposed Business Central API pages. If you want to enable agents to create, modify, or delete entities and data, you must configure these operations on the MCP Server. Configuring the Business Central MCP server involves adding API page objects in individual configurations and defining the allowed operations. To learn more about MCP Server configurations, go to Configure Business Central MCP Server.
For more information about MCP, go to The autonomous enterprise: How generative AI is reshaping business applications.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/31/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"dac164cb-d14a-f011-877a-7c1e52027a5f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Automate payables processes with the Payables Agent", "Investment area": "Copilot and agents", "Business value": "The Payables Agent in Business Central helps you automate tedious and time-consuming accounts payable (AP) and accounting tasks. It saves time and reduces errors. The agent gets vendor invoice attachments from Microsoft 365 email and creates purchase invoice documents in Business Central for review. The agent uses available purchase history or your company's accounting policies to register purchase invoices. With the Payables Agent, AP professionals, clerks, and accountants can focus on more demanding tasks, which boosts productivity and efficiency.
", "Feature details": "Every company has expenses. Some expenses relate to the supply chain. Others relate to operating costs like rent, utilities, leasing, food, phone bills, and software subscriptions. The Payables Agent focuses on operating costs, which are known as overhead expenses. You often receive these expenses as email attachments or through other channels.
Sourcing files and attachments related to purchase of overhead expenses
In the first version, the Payables Agent sources purchase attachments as PDF files from a Microsoft 365 email account where vendors send their invoices. The agent imports these invoice documents into Inbound E-Documents in Business Central for further processing.
Processing imported purchase attachment and files
After you import files, Azure Document Intelligence processes them by using optical character recognition (OCR) technology. The results are stored in Business Central in the e-document. An updated PDF attachment viewer lets you validate the OCR processing by viewing the attachment in a near-full screen.
Creating purchase invoices
When Azure Document Intelligence processes a purchase attachment, the Payables Agent creates a purchase invoice document that you can approve and post. The agent uses various predictors and indicators to create these invoices. These predictors and indicators come from the company's available purchase history and history created while using the Payables Agent. The Payables Agent streamlines the entire flow from identifying and importing purchase attachments, capturing relevant information to categorize the expense, registering the expense correctly in the general ledger, and creating purchase documents.
In the future, the Payables Agent will handle more complex scenarios and match them with open purchase orders. The agent also will support e-invoices received through other channels, like PEPPOL and other access points.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/04/2025", "GA date":"11/07/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"adb3026c-2895-ef11-8a69-7c1e5248b292", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Match purchase invoices to orders with Payables Agent", "Investment area": "Copilot and agents", "Business value": "The Payables Agent makes it easier for the accounts payables department to do 3-way matching among purchase invoices, orders, and receipts for expense types, products, and services. The agent uses AI to intelligently find matching orders and order lines that aren’t identified by a unique reference on the vendor's invoice. This capability reduces manual effort and saves processing time.
", "Feature details": "With this release, the Payables Agent matches open purchase orders to incoming invoices to help accounts payable professionals fully process invoices.
Matching purchase orders with invoices often requires verifying warehouse or purchasing information, such as whether products have been received. Many companies also use purchase orders for services delivered. For example, consultant services or overhead expenses are often subject to purchase order creation but have no clear indication of delivery—there are no warehouse receipts or any way to link them to the purchase invoice. The 2-way matching without the need for inventory receipts is planned for a later release. This release supports 3-way matching.
The agent uses AI to intelligently identify matching orders and order lines even when vendor invoices don't include unique references, eliminating the manual work typically required for cases like missing warehouse receipts.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/06/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e3f89661-9c72-f011-bec2-6045bdec90b9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage tasks from all agents in dedicated task pane", "Investment area": "Copilot and agents", "Business value": "The Show all agent tasks on a separate task pane feature help organizations get more value from Microsoft Copilot in Business Central by giving users a single, structured place to review and act on AI‑generated tasks. Instead of relying on notifications scattered across different pages, users gain a clear, consolidated overview of all tasks created by agents working in finance, purchasing, sales, and operations.
", "Feature details": "This feature introduces a dedicated task pane in Business Central that displays all tasks generated by the agents.
The task pane appears as an additional panel in the user interface and can be opened from anywhere in Business Central. Tasks include suggestions, validations, follow‑ups access to draft documents, and other agent‑initiated actions. Users can review task details, navigate directly to the affected record, complete tasks, or dismiss them.
This improvement primarily benefits roles that rely heavily on AI‑driven workflows—such as accountants, sales people, and managers—who often engage with multiple agents throughout the day. The task pane reduces friction by collecting all insights in a single location, minimizing missed tasks and improving throughput.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3568426f-b708-f111-8407-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Stop all active tasks for selected agent", "Investment area": "Copilot and agents", "Business value": "This feature enables you to stop all active tasks for an agent with a single action when something goes wrong. Instead of waiting for individual tasks to finish or be canceled manually, you can quickly regain control, clear unintended workload, and resume normal operations without delay. This reduces manual troubleshooting work, maintains system stability, and improves operational efficiency across environments.
", "Feature details": "This feature introduces a new action that stops all active tasks for a selected agent, addressing scenarios where an agent is overloaded, misconfigured, or executing tasks that need immediate cancellation. It's a one-click action to stop all active tasks for a selected agent. It shows a confirmation dialog to prevent accidental task termination and then stops all tasks currently running.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"918df1f1-da08-f111-8407-7ced8dd732b7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Prioritize invoice draft changes using Payables Agent confidence level", "Investment area": "Copilot and agents", "Business value": "Trust and transparency are important for companies to adopt AI technology, particularly agents. To build your trust and increase transparency, the agent now shows a confidence level along with a reason on each suggestion it makes in invoice drafts. This information helps you prioritize where to focus your review and make corrections. You learn how the agent works and improve its matching capability for future invoices.
", "Feature details": "The Payables Agent is more transparent about the suggestions it makes in new invoice drafts. As before, when you select the information icon next to a suggested field value on the purchase document draft, the reason for the suggestion appears in a tooltip. Now, you also get a self-assessed confidence level for the suggestion, which indicates how confident the agent is that a suggested field value is correct.
The confidence level helps agent supervisors in the accounts payable team to prioritize where to focus their review when they assess the invoices that the Payables Agent drafts. Focus on reviewing and correcting lower confidence suggestions first to improve the agent's future performance.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/09/2026", "GA date":"01/09/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1d436f70-9e72-f011-bec2-6045bdec90b9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Display errors and messages in Copilot prompt dialogs", "Investment area": "Copilot and agents", "Business value": "Users learning to work with Copilot often need a simple and effective feedback loop to help them experiment and get the most from their AI-powered assistant.
Copilot features that display a prompt dialog now show errors and messages directly in the dialog. Although prompt dialogs don't support conversational experiences, the integrated feedback helps users stay focused on the dialog.
", "Feature details": "Errors and messages that the code logic throws in Copilot prompt dialogs now appear directly inside the dialog instead of showing up in a separate pop-up dialog. Developers don't need to do any extra work to turn on this feature. Just author error handling and warnings like you do today. The feature supports both the classic Dialog.Error() and Dialog.Message() patterns, as well as the newer ErrorInfo pattern. For the ErrorInfo pattern, the dialog shows both the title and description.
If the code throws multiple messages, the dialog shows only the latest message. The user sees a notification that multiple issues exist. If an error is thrown, the dialog suppresses any subsequent message. If the error or message contains line breaks, the dialog ignores these line breaks instead of rendering them.
Message() in the prompt dialogThe following code snippet shows how to throw multiple messages with Message() when the user selects Generate in a prompt dialog.
page 50110 PromptDialog { PageType = PromptDialog; layout { ... } actions { area(SystemActions) { systemaction(Generate) { trigger OnAction() begin Message('First message, which is not shown in the prompt dialog'); Message('Last message, which is shown in the prompt dialog'); end; } } } } When you select Generate in the Copilot prompt dialog, the last message appears inline in the Copilot prompt dialog. The dialog also shows that more messages exist.
![\"Example](\"media/rendering-message-prompt-dialog-s.png\" "\\"Example")
Error() in the prompt dialogIn the following example, you throw an Error():
page 50110 PromptDialog { PageType = PromptDialog; layout { ... } actions { area(SystemActions) { systemaction(Generate) { trigger OnAction() begin Error('This is an example of rendering an error that happens in the prompt dialog, e.g., during Generate'); end; } } } } The error appears inline:
![\"Example](\"media/rendering-error-prompt-dialog-s2.png\" "\\"Example")
ErrorInfo in the prompt dialogThe last example shows how to use the ErrorInfo type.
page 50110 PromptDialog { PageType = PromptDialog; layout { ... } actions { area(SystemActions) { systemaction(Generate) { trigger OnAction() var ErrorInfo: ErrorInfo; begin ErrorInfo.Title('Error info title'); ErrorInfo.Message('Error message'); ErrorInfo.DetailedMessage('Detailed error'); Error(ErrorInfo); end; } } } } In this example, the prompt dialog renders the ErrorInfo message part inline and uses the title part for the tooltip. The dialog ignores the detailed message.
![\"Example](\"media/prompt-dialog-error-info_s.png\" "\\"Example")
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9625785a-4661-ef11-bfe3-0022481d08e0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get usage telemetry on Copilot extensions as an ISV", "Investment area": "Copilot and agents", "Business value": "When developers collect telemetry data on how customers use their extensions to Copilot, they get valuable insights. With this data, developers can see how well their extensions are adopted, understand their success, and monitor safety. Telemetry simplifies the process, so developers can easily gather this information and make timely improvements.
", "Feature details": "Before this release wave, if you instrumented a method in a system module with telemetry, the system didn't send any telemetry events when AL called the method.
This release changes that behavior. Now, the system sends a telemetry event from the system module (when Scope == All) to the Application Insights resource in the app.json manifest of the calling app or extension. This feature is especially helpful for the Copilot system module.
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: customer data in Business Central isn't used to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform.
We're excited to have you with us on our Copilot journey. Join the partner discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"41df7ea5-b43a-ef11-8409-7c1e520b7c36", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Discover emails in the mailbox that have been processed by Payables Agent", "Investment area": "Copilot and agents", "Business value": "When Payables Agent monitors a mailbox, it only picks up and works with emails that have one or more PDF documents attached. When it does so, it marks the email with a category that makes it clear that it has processed the message.
", "Feature details": "Payables Agent assigns the Processed by Payables Agent category to the emails it picks up. The category makes it easier for the people who work in the same mailboxes in Outlook to identify the messages that the agent has processed. This change is a direct result of user feedback and is an important improvement to the human-agent relationship.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"39f268b4-e900-f111-8407-7ced8d18353a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get item insights with advanced KPIs and summary", "Investment area": "Copilot and agents", "Business value": "When you're looking at item details, you might spend a lot of time trying to understand the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, so you don't have to spend as much effort getting insights about your data and planning your approach.
", "Feature details": "Copilot gives you faster and more comprehensive item summaries with new KPIs and data points from the new Item Statistics page. To open the page use the Item Statistics action on the Item Card page. The page provides financial and performance metrics for an item across different time periods.
The Sales section displays four time period columns with multiple metrics per period.
Time periods:
Sales metrics:
When you turn on the Summarize with Copilot capability, you automatically enable these enhancements.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f4b7a1d5-8dcb-f011-bbd3-000d3a1ac06f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Find pages and reports with advanced Tell Me search", "Investment area": "Copilot and agents", "Business value": "When you're searching for reports or pages but can't find what you need, it's frustrating and slows down your work. This AI-powered feature helps you quickly locate any page or report, even when you don't remember the exact name. You'll spend less time searching and more time getting work done.
", "Feature details": "This feature adds an advanced search option in Tell Me that finds results based on semantic meaning, not just exact text matches. It considers various page properties and additional search terms to provide an ordered list of relevant results.
You can use advanced search from the role/report explorer or directly from Tell Me (Alt+Q). From the role or report explorer, go to the Find box, enter a search term, and then select Try Advanced.
![\"Advanced](\"media/advanced-search-role-explorer.png\" "\\"Advanced")
Tell Me opens to the Advanced tab. The search terms entered in the Find box are automatically copied to Tell Me, where the search results are shown. From here, you can enter other search terms to try again.
![\"Advanced](\"media/advanced-search-tellme.png\" "\\"Advanced")
Note
This feature is available only for Business Central online. In 2025 release wave 1, you need to enable it in Feature Management with the Preview semantic similarity search on application metadata switch.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Summarize with Copilot enhancements", "Investment area": "Copilot and agents", "Business value": "Whether you're looking at customer details, a large order, or any other record, you might spend a lot of time trying to understand the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, so you don't have to spend as much effort getting insights about your data and planning your approach.
", "Feature details": "Copilot gives you faster and more comprehensive record summaries with these improvements:
When you turn on the Summarize with Copilot capability, you automatically enable these enhancements.
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: Microsoft doesn't use customer data in Business Central to train AI models.
Read the FAQ for Copilot data security and privacy for Dynamics 365.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"f2083a97-5337-f011-8c4e-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Summarize with Copilot", "Investment area": "Copilot and agents", "Business value": "Whether you're looking at customer details, a large order, or any other record, you might spend a lot of time trying to understand the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, so you don't have to spend extra effort getting insights about your data and planning your approach.
", "Feature details": "Summarize is a new capability of Copilot in Business Central.
Look for the Summary FactBox on your pages and expand it to get started.
![\"The](\"media/summarize-small-1.png\" "\\"The")
Use the links to scroll to the field or go to the page that has more detail.
![\"The](\"media/summarize-small-2.png\" "\\"The")
Show more insights in the Copilot pane, where you can ask follow-up questions to find records, analyze your data, or learn how to act in Business Central.
![\"More](\"media/summarize-small-3.png\" "\\"More")
Note
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. We believe your data is your data: we don't use customer data in Business Central to train AI models.
For more information, see FAQ for Copilot data security and privacy for Dynamics 365.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help shape the future of AI in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"9916b457-0029-ef11-840b-002248290598", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Chat with Copilot to learn how to use installed add-on apps", "Investment area": "Copilot and agents", "Business value": "With 2024 release wave 1, we introduced chat with Copilot: a conversational experience where people can get assistance from Microsoft Copilot to find data, get unblocked, or learn new skills. Most of our customers install one or more ISV add-on apps from Microsoft AppSource to enhance Business Central with industry-specific solutions, localized functionality, or other critical capabilities that meet their needs.
Now, Copilot in Business Central can explain and guide workers through using functionality of these add-on apps, transforming Copilot from a simple \"librarian\" to an in-house expert that understands your unique Business Central. Copilot saves time and reduces context switching when you need answers by searching add-on app documentation on your behalf.
", "Feature details": "Copilot's chat capabilities are enhanced with the following:
![\"The](\"media/chat-isv-small.png\" "\\"The")
Note
This addition to Chat rolls out in September 2025 and requires Update 26.3 or later.
We appreciate that app publishers need time to plan their online content strategy. To give our partner community the opportunity to verify compatibility with their own content and move more of their guidance and troubleshooting material online, this functionality is available only in sandbox environments from update 26.3. With update 27.0, it also becomes available in production environments.
Learn more in Prepare your app help for Copilot.
Copilot is built on Microsoft's comprehensive approach to enterprise security, privacy, compliance, and responsible AI. Our philosophy is that your data is your data: customer data in Business Central is not used to train AI models. To learn more, go to FAQ for Copilot data security and privacy for Dynamics 365 and Power Platform
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help us shape the future of AI in Business Central.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/07/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"56820dab-4ddd-ee11-904d-0022482447f6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/10/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Understand how each Copilot and agent capability is billed", "Investment area": "Copilot and agents", "Business value": "With the introduction of the interactive Copilot as well as agent features and capabilities, both from Microsoft and partners, it can be a challenge to get an overview of which of these are billed based on consumption and by who. To help, we're introducing a new Billing Type column in the Copilot and Agent Capabilities page, indicating whether consumption billing is handled by Microsoft or a partner, or if the feature isn't consumption-billed.
", "Feature details": "A new Billing Type column is added in the Copilot and Agent Capabilities page. This indicates whether consumption is billed by Microsoft, custom-billed by a partner, or not consumption-billed. A capability can be billed by Microsoft either if it's delivered by Microsoft, or if the partner building the capability has chosen to opt in to using Business Central AI resources. Learn more in Business Central AI resources.
The following example shows billing types for various capabilities. Note that the individual billing type for the example capabilities is subject to change in the future.
![\"Example](\"media/copilot-agent-capabilities-billing-type_s.png\" "\\"Example")
The billing information is set up manually by the app developer—it's not automatically inferred at runtime. Therefore, it's up to the developer to ensure that the correct billing type is set in the app and also corresponds to what actually happens. The billing type can be set in the RegisterCapability() and ModifyCapability() procedures.
At runtime, the billing type setting is validated against which Azure OpenAI resources the capability actually tries to use. Partners will likely use their own Azure OpenAI subscription during development, testing, and troubleshooting, but might opt in to use Business Central AI resources in customer production environments. Therefore, there may be some inconsistency in the defined billing type for the app versus the actual API call to Azure OpenAI in sandboxes.
The following table summarizes the supported combinations. If the combination isn't allowed, the user gets an error message that usage of AI resources isn't authorized with the chosen billing type.
![\"Supported](\"media/billing-type-combinations.png\" "\\"Supported")
Learn more on managing consumption-based billing.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/03/2025", "GA date":"10/03/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f0f418eb-1d6d-f011-bec2-7c1e520b3d67", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Define allowed languages per environment", "Investment area": "Country and regional", "Business value": "You can now more easily select or change the UI language that you use. When administrators make only the languages that their environment supports available for selection on the **My Settings** page, they save time and reduce confusion for users.", "Feature details": "Business Central's user interface is translated by apps that Microsoft provides, or by language apps that our partners provide on AppSource. Administrators install the language apps in their Business Central environment. On the My Settings page, you select the language you want to use for Business Central.
Previously, when you selected your desired language, you chose from the full list of all languages that the Business Central platform supports, regardless of whether a language app is installed. This experience sometimes caused confusion and made it more difficult to select a language. In most cases, only a few languages are relevant for an environment.
Administrators can now use the new Allowed Languages page to define the languages that appear when people select their language. When you show only supported languages, it's easier to select a language you can use. This change helps avoid confusion.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"69a2f161-c2b3-ef11-b8e8-7c1e520ceba7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Improve VAT reporting and adjustments - Czechia", "Investment area": "Country and regional", "Business value": "Add non-deductible VAT functionality for Czech legislation to support VAT reporting and accounting period-end posting coefficient.
", "Feature details": "The standard functionality for non-deductible VAT lets you reduce input VAT entries and add the amount of unclaimed VAT to the account or item entry. However, it doesn't cover all mandatory requirements of Czech legislation, especially regarding VAT reporting and the posting coefficient at the end of the accounting period.
Set the value of the VAT reduction coefficient for the whole company in one place. The system applies the value to all marked combinations of VAT posting groups. Besides reducing input tax through the shortening coefficient, you can set a 100% tax reduction in the VAT account group combination. Set this value when there's no entitlement to apply VAT on the input side, but the output side of transactions under the reverse charge regime must report VAT in full.
The VAT reduction also applies to the VAT Report and the VAT Control Reports, which include the entire unreduced amounts. After the end of the calendar year, you can recalculate all VAT entries from the period based on the calculated settlement coefficient. You can post the difference between the originally applied coefficient and the settlement coefficient.
This functionality extends the non-deductible VAT solution for the Czech Republic to support advance purchase invoices.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"056c0f11-0655-ef11-a317-6045bdd88b0e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use updated SAF-T 1.3 in Norway", "Investment area": "Country and regional", "Business value": "Business Central helps businesses in Norway be compliant when authorities require the new SAF-T form (version 1.30) starting January 1, 2025.
", "Feature details": "SAF-T Financial is a standard format for exchanging accounting data. SAF-T, or Standard Audit File-Tax, is a standard that the business community, the accounting sector, and the Norwegian Tax Administration developed together. The standard is based on a recommendation by the OECD.
We revised and updated SAF-T Financial. The new version (1.30) is required starting January 1, 2025, but businesses can use the old version (1.20) for previous years, including the 2024 financial year and earlier.
Because of this change, businesses can choose which format they want to use when they export SAF-T data. To report the previous fiscal year, they can use version 1.20. To report the new fiscal year, they can switch to version 1.30.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0da176b8-9f8b-ef11-ac21-6045bdff8c1d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable additional countries and regions", "Investment area": "Country and regional", "Business value": "Business Central is available in more countries and regions, so more businesses around the world can leverage the benefits of its cloud-based business management features.
", "Feature details": "We're expanding the availability of Business Central to include more countries and regions through partner-led localizations. Our partners create the relevant localization apps and publish them to AppSource. In combination with the built-in language offerings, Business Central online is currently available in over 170 countries and regions, and we're actively working toward achieving full global availability.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"224be9f2-c4de-ee11-904d-00224827e88b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Print IRS 1099 form copies in bulk in the US", "Investment area": "Country and regional", "Business value": "Businesses often need to provide IRS 1099 substitution copies to vendors who haven’t consented to receive them electronically. Printing these forms one by one is time-consuming and inefficient, especially for companies with many vendors. Bulk printing streamlines this process, reduces manual effort, and ensures timely compliance with IRS requirements.
", "Feature details": "The 1099 features now support bulk printing of IRS 1099 substitution copies. Previously, you could only print these forms individually, which was impractical for large volumes of forms. With this enhancement, you can select multiple 1099 forms and print them in one batch. This feature complements existing capabilities for direct submission to the IRS via the IRIS portal and emailing PDF copies to vendors who provided consent. Bulk printing ensures that businesses can handle all scenarios efficiently, maintaining compliance and improving operational productivity.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a0ed314a-beca-f011-bbd3-000d3a53009f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Calculate and post VAT settlement by Activity Code - Italy", "Investment area": "Country and regional", "Business value": "By calculating VAT settlements based on activity codes, you ensure full compliance with Italian tax regulations.
", "Feature details": "This feature enables you to set up different Activity Codes, like trade or service, for use in VAT Settlements. When you turn on this feature, Business Central lets you post multiple VAT settlements in the same period, with each settlement linked to a different activity code. The system also records these activity codes in the Periodic Settlement VAT Entry. When you post a VAT settlement for a specific period, the system automatically records the period in the related activity codes, so your reporting stays accurate and compliant.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"1612b75c-fe5a-ef11-bfe3-0022481d2cd8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the e-documents framework in the Spanish version", "Investment area": "Country and regional", "Business value": "By introducing electronic documents for invoices, this feature significantly enhances business efficiency. It streamlines administrative processes and reduces operational costs. The feature minimizes manual data entry errors and speeds up transaction processing. It enables quicker and more accurate financial calculations and tracking. By reducing the need for physical storage space and paper usage, it supports environmental sustainability. Real-time access to electronic documents improves transparency and makes it easier to make informed decisions. This feature leads to increased productivity and customer satisfaction, and it enables full compliance in Spain.
", "Feature details": "The system localizes the E-Documents framework for Spain, so you can use the PEPPOL BIS3 or FacturaE formats for electronic invoices. The system enables the PEPPOL BIS3 format globally, but you can use the FacturaE format only through the Spanish localization.
To send electronic invoices, choose to use one of the existing PEPPOL service providers as a communication channel through access points. Or, exchange documents by uploading them manually or by using email.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/13/2024", "GA date":"01/01/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b6fd7791-9d8b-ef11-ac21-6045bdd74f2e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Start using E-Documents framework localized for Germany, XRechnung", "Investment area": "Country and regional", "Business value": "By introducing electronic documents for invoices, this feature significantly enhances business efficiency. It streamlines administrative processes and reduces operational costs.
This feature reduces manual data entry errors and speeds up transaction processing. It enables faster and more accurate financial computation and tracking. By cutting down on the need for physical storage space and paper usage, this feature supports environmental sustainability. Real-time access to electronic documents boosts transparency and helps decision-makers make better choices. This feature leads to higher productivity and customer satisfaction, and it enables full compliance in Germany.
", "Feature details": "Users can use the E-Documents framework localized for Germany to work with Peppol BIS3 or XRechnung electronic invoice formats.
Users can choose to use one of the existing Peppol service providers as the communication channel through access points. Or, users can exchange documents by uploading them manually or through email.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/13/2024", "GA date":"01/01/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3650e47d-44ec-ee11-a204-00224827e5da", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Advance letters with reverse charge - Czechia", "Investment area": "Country and regional", "Business value": "By removing the need to automatically post advance tax documents for reverse charge payments, businesses can streamline their processes, reduce administrative overhead, and improve operational efficiency.
", "Feature details": "With this new functionality, you can post advances according to the Czech VAT Act without creating tax documents for payments of advances or parts of advances under the reverse charge regime. Set up this function in the Advance Letter Templates.
For advances that include both normal VAT and reverse charge transactions, the system posts tax documents for payments only for the parts that correspond to normal transactions. The system includes only the parts with normal transactions in the VAT statement and the VAT Control report. The system posts the parts of the advances that correspond to reverse charge to the final invoices in the standard way. These parts reduce the invoice balance but don't reduce the VAT value of the transaction.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"41ab460f-ee58-ef11-bfe2-00224831d0f6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable use of other currencies – Czechia", "Investment area": "Country and regional", "Business value": "Czech legislation now lets Czech companies choose a functional currency and record their accounting in a currency other than the Czech currency. You can use a foreign currency for corporate accounting. You can also use the Additional Currency Reporting functionality for other records and reports that must use the Czech currency.
", "Feature details": "The amendment to Act No. 563/1991 Coll., on Accounting, effective January 1, 2024, introduces the concept of functional currency as the currency of accounting. Functional currency is the currency of the primary economic environment where the entity operates. This currency might be different from the Czech currency. You can determine an entity's functional currency by using the criteria for functional currency under IFRS, as governed by European Union law.
If a company chooses to use a foreign currency for accounting, it must use the Additional Reporting Currencies functionality for reporting in Czech currency for other records and reports. This functionality supports the creation of material items and VAT items but doesn't support subsequent reporting. All VAT reporting must use Czech currency (CZK). To support this requirement, the reporting functionalities include:
To adjust the currency rate, add new VAT rate to extra reporting currency (Document Currency/Extra Reporting Currency) fields in the purchase and sales documents. Add this functionality to purchase and sales advances. Modify the printing of document reports.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"2418f9fb-0355-ef11-a316-7c1e521ba925", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Change original document VAT date in VAT entries for Czechia", "Investment area": "Country and regional", "Business value": "Enabling the editing of the Original Document VAT Date on posted VAT entries increases flexibility in correcting entered dates and ensures accurate VAT reporting. This feature reduces the need for corrective documents, thereby saving users time and lowering administrative costs. Control mechanisms are implemented to maintain compliance with legal requirements and to prevent unauthorized changes.
", "Feature details": "This functionality enables authorized users to edit the Original Document VAT Date field on posted VAT entries. When the date is changed, all related tables, such as posted purchase invoices, credit memos, VAT entries, general journals, and VAT control reports are updated accordingly. A confirmation dialog appears for changes that affect related entries. Additional validations prevent changes to closed entries, issued VAT control reports, or when the new date conflicts with the VAT date. The user setup has been extended to include the Allow Original VAT Date Change option on the user setup card.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c3236771-16f5-f011-8406-7c1e521ae579", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use modern search to access data in Czech localization", "Investment area": "Country and regional", "Business value": "Fast access to data is key. The Czech localized version of Business Central provides a modern search option on lists that focuses exclusively on columns enhanced with full-text search capability. At the same time, the version keeps the option to use the older method.
Modern search speeds up the search process and delivers more precise, relevant results. This improvement boosts user satisfaction and productivity.
", "Feature details": "You can switch between the \"legacy\" search, which searches across all columns, and the \"modern\" search, which searches only in columns optimized for full-text search matching. The modern search is available for selected tables and lists.
Turn on modern search by selecting Use optimized text search on the Feature Management page. When enabled, modern search is the default search method on list pages that include full-text search columns. To switch between modern and legacy search methods on pages, use the Use legacy search and Use modern search (faster) options in the search box.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b26e3050-f3d7-ef11-a730-7c1e527e6b0e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable electronic invoicing in France", "Investment area": "Country and regional", "Business value": "French e-invoicing and e-reporting mandates will become mandatory for all VAT-registered businesses from September 2026. This feature helps your company maintain compliance with DGFiP regulations, avoid penalties, and streamline invoice exchange through certified PDPs. By supporting Peppol BIS3 and Factur-X formats, you can automate invoice processing, enhance interoperability, and reduce manual effort, all while fulfilling legal requirements for B2B transactions and real-time reporting.
", "Feature details": "Business Central adds support for e-invoicing and e‑reporting in France, following the DGFiP five‑corner model. Microsoft doesn't operate as a certified Partner Dematerialization Platform (PDP); instead, companies can use existing E‑Document connectors to exchange invoices and lifecycle messages through certified PDP providers. The localization app enables two compliant formats: Peppol BIS3 (XML) and Factur‑X (PDF/A‑3 with embedded XML).
The feature supports sending and receiving structured e‑invoices for sales and purchase processes, including all mandatory lifecycle statuses. Companies will use the standard E-Document module with the localization app for setup, where they can select one of the supported formats: Peppol BIS3 and Factur-X. Formats and integration services can be configured by running the E-Document Service page. Business Central also generates Transaction E‑Reporting for operations where structured invoices are not required but are required to be reported to French authorities in specific periods (monthly or quarterly).
This functionality ensures that Business Central meets French e‑invoicing and CTC obligations effective September 2026, supporting invoice lifecycle traceability, and simplifying reporting obligations.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"93e2c14f-28c6-f011-bbd3-0022482e27fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "E-file IRS 1099 forms without integration", "Investment area": "Country and regional", "Business value": "If you prefer not to, or can't, integrate directly with the IRIS portal, you can still file IRS 1099 forms electronically without integration.
", "Feature details": "If you have Business Central online, you can file IRS 1099 forms electronically through the IRIS API. Business Central supports only electronic filing. If you don't want to use this integration or you have an on-premises version, you can create Magnetic Media to electronically file returns by using the IRS 1099 FIRE report.
Use 1099 FIRE Magnetic Media to manually upload forms to the IRS by using the FIRE platform. This feature is available only for organizations that use the IRS 1099 features that are available in 2024 release wave 1. For more information about how to work with and submit the IRS 1099 form, see Introduction to the IRS 1099 tax forms.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/16/2024", "GA date":"01/06/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0df5f1af-a18b-ef11-ac20-7c1e5214681b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Payment Practices in the UK localization", "Investment area": "Country and regional", "Business value": "New legislation in the UK requires companies to report more detailed and accurate payment performance metrics. With this update, Business Central helps organizations stay compliant without manual data collection or spreadsheet work. By automatically tracking late payments, disputes, and other required rules, companies can improve reporting accuracy, strengthen supplier relationships, and reduce the administrative burden on finance teams.
", "Feature details": "Business Central extends UK localization to support the updated Reporting on Payment Practices and Performance (Amendment) Regulations 2024. The system introduces new data points to the existing Payment Practices page, including the total value of payments made during the period, late payments relative to agreed terms, and the percentage of late payments caused by disputes. A dispute mechanism is added to purchase invoices to link delayed payments directly to dispute status.
The report can be exported in CSV format for submission or further processing.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ab1b3f5e-f3bf-f011-bbd3-00224826f73c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "New pages for purchase and sales advance entries for Czechia", "Investment area": "Country and regional", "Business value": "New pages for Purchase and Sales Advance Entries improve financial oversight and streamline the management of advance payments. Users gain a clear, centralized view of all advance-related transactions, enhancing efficiency and decision-making.
", "Feature details": "The introduction of dedicated pages for Purchase Advance Entries and Sales Advance Entries enhances visibility and efficiency in managing advance transactions. Similar to the existing pages for Vendor Ledger Entries, Purchase Lines, and Cash Document Lines, these new pages provide users with a centralised overview of all advance-related entries. This improvement simplifies navigation, enables better financial oversight, and enhances decision-making for purchase and sales processes.
The following are the benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Submit IRS 1099 forms electronically to IRIS in the US localization", "Investment area": "Country and regional", "Business value": "Save time and reduce costs when you submit IRS 1099 forms electronically through the IRIS platform directly from Business Central.
", "Feature details": "Microsoft announced new IRS 1099 reporting features in the 2024 release wave 1. Now, we're providing extra features for 1099 form submissions through API integrations. When you integrate with the IRIS platform, you can submit IRS 1099 forms electronically. This integration saves you a lot of time and reduces costs. It removes the need for manual data entry and lowers the administrative burden. With this integration, you can focus more on other important business activities. The integration with the IRIS platform makes the whole filing process simpler. It keeps accuracy and compliance with IRS regulations. You can track the status of your submissions by using the IRIS Transmission page.
When you use this feature, you can efficiently manage your tax reporting obligations right within Business Central. You boost productivity and lower the risk of errors or delays. This capability is especially valuable for businesses that want to optimize operational efficiency and keep compliance with tax authorities.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"11/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6064cd2a-9e8b-ef11-ac21-6045bda94425", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use VAT Return to report VAT in local and functional currencies in Czech Republic", "Investment area": "Country and regional", "Business value": "Starting January 1, 2024, Czech legislation permits Czech companies to set a functional currency and keep accounts in a currency other than Czech currency. This change is part of the amendment to Act No. 563/1991 Coll. on Accounting. Companies can use the Additional Reporting Currency functionality to track transactions in the local currency. Therefore, you see the addition of the extra reporting currency to the VAT Return.
", "Feature details": "Previously, Czech legislation handled VAT with a functional currency only through the VAT Statement. The VAT statement shows the VAT amount in either the local currency or another reporting currency.
The VAT Return feature now shows amounts in both the local and extra reporting currencies. It also generates files for submitting the VAT return with the correct amounts according to Czech legislation. This feature is part of the extended option for reporting VAT through VAT Return.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"478a8b32-f3d7-ef11-a730-7c1e526878a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Check total amounts on purchase advances for Czechia", "Investment area": "Country and regional", "Business value": "Take control of purchase advances with improved accuracy and financial integrity. This feature ensures that all line items align perfectly with the external purchase advance amounts, eliminating discrepancies and reducing manual errors in accounts payable processes. With automated validation, financial teams gain greater confidence in their data, leading to smoother operations and compliance.
", "Feature details": "Financial controls and compliance are enhanced by introducing advanced verification mechanisms for purchase advance transactions. With the latest updates, organisations can ensure greater accuracy and alignment between document headers and line items, reducing the risk of manual errors and improving the reliability of their procurement workflows. These improvements are designed to support robust audit trails and streamline operations, particularly in environments where precise documentation and regulatory adherence are paramount.
The feature includes the following fields and benefits:
Before releasing the document, Business Central automatically validates whether the amounts in the document header match the total of purchase advance letter lines.
If inconsistencies arise, the system prevents errors by prompting users to correct discrepancies before finalizing transactions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3b9f8ff0-2d4c-f011-877a-7c1e5218b899", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Post cash documents to projects in Czech localization", "Investment area": "Country and regional", "Business value": "The cash documents in Czech localization are enhanced so that you can post related costs and revenues to projects. This enhancement works just like the usual method of posting to projects from Project G/L Journals.
", "Feature details": "Use the Project G/L Journal page to post exceptional or one-time project expenses directly to the relevant project account. If these expenses involve cash payments, use Cash Documents to post them to the project.
Open a Cash Document to enter the expense details. Create a new line, and enter the expense details, including the Project No. and Project Task No. fields.
When the Cash Document is complete, select Post.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b838f5ee-f2d7-ef11-a730-000d3a101dc0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Showcase Business Central with Czech localization demos", "Investment area": "Country and regional", "Business value": "The Contoso Coffee app's demo tool makes it easy for you to set up demos in any environment. It includes content tailored for the Czech market. This content helps boost sales and marketing efforts while providing a great user experience.
This localized content makes sure that demos are relevant to the Czech market. It enables presales specialists to effectively showcase Business Central’s features in a realistic setting.
", "Feature details": "The Contoso Coffee app offers a demo tool that comes with demo data for the Czech localization. This tool improves the Business Central experience by adding content specific to the Czech Republic on top of the base application.
Install this tool in any environment so that presales specialists can run it on Cronus or MyCompany. They can get the setup and demo data they need to showcase features in different Czech localization scenarios. For Business Central on-premises, the product media includes the demo tool and data as source code.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e5a1523f-f3d7-ef11-a730-7c1e521a413a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Deferral accounting - posting the original amount as correction - Czechia", "Investment area": "Country and regional", "Business value": "The deferrals functionality lets you automatically defer revenues and expenses over a specified schedule and multiple accounting periods. It gives accountants more control over when people post deferrals. This functionality enables deferral accounting so that derecognition of the original amount entered doesn't increase turnover.
", "Feature details": "You can define periods when people can post deferrals for specific users on the G/L Setup page. You can also define these periods for users on the User Setup page by entering dates in the Allow Deferral Posting From and Allow Deferral Posting To fields. With this setup, people can post deferral entries in a future period, even though the Allow Posting From and To fields block other entries.
In this new Czech functionality, accrual accounting is implemented to avoid increasing turnover by derecognizing the originally entered amount.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"05b76c50-f458-ef11-a316-000d3a18f017", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add drill-down links to VAT entries in the VAT return lines for Czechia", "Investment area": "Country and regional", "Business value": "The drill-down links in the VAT Return lines provide significant value to users by enabling easier and faster access to detailed information about individual VAT entries. This functionality enhances the efficiency of working with VAT returns, improves data accuracy and transparency, and allows users to better analyze and verify VAT calculations. Overall, these improvements contribute to better decision-making and increase user satisfaction.
", "Feature details": "In this update, the VAT Statement Lines page is enhanced with drill-down links in the Base, Amount, and Reduced Amount fields. These links allow users to navigate to a new page called VAT Statement Formula Drill-Down. The data is filtered according to the attribute code on the given line, indicating whether it is the base, amount, or reduced amount.
The VAT Statement Formula Drill-Down page includes the following fields:
The values are stored in a new temporary table called VAT Statement Formula Drill-Down Temporary.
The functionality is similar to that in Financial Statements, where it's possible to see drill-downs in formulas, including pages and temporary tables. The drill-down in the Amount field on the new VAT Statement Formula Drill-Down page opens the VAT Entries page filtered by the VAT Return header (period and open entries, for example) and the combination of VAT posting groups on the line from which it is opened. This provides a specific overview of the VAT entries from which the amount was calculated.
This feature update improves the user experience by providing a detailed and transparent overview of VAT calculations, leading to better data analysis and verification.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/04/2025", "GA date":"12/04/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"79f34006-2c4c-f011-877a-6045bddb7393", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get started with clearer user setup controls for Czechia", "Investment area": "Country and regional", "Business value": "The extended user controls in the Czech version of Business Central increase flexibility and enhance security during posting processes. Combined with the new User Setup Lines table, you can define and apply additional checks, such as validating the posting date against the work or system date, controlling access to bank statements, validating allowed dimension values for posting, and controlling location codes for posting separately for quantity increases and decreases.
In this release, the user interface has been improved to provide clearer placement of options on the User Setup and User Setup Card pages. The distinction between extended user controls and standard user setup is now more visible.
", "Feature details": "The User Setup page has been updated so that all links to extended user control functionality are grouped under a new action group called User Check. This group appears or disappears dynamically based on the value of the User Checks Allowed field in General Ledger Setup.
Fields related to user controls on the User Setup page are conditionally displayed based on the global functionality setting in General Ledger Setup.
The User Setup Card page now provides a clearer layout for links to functionality settings.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"0f786c81-18f5-f011-8406-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reconciliation feature in cash documents for Czechia", "Investment area": "Country and regional", "Business value": "The new reconciliation feature in cash documents enhances financial transparency and control by allowing users to preview the net change and balance across all relevant accounts before posting. It supports more accurate and efficient financial reviews by including not only general ledger accounts marked for reconciliation, but all financial accounts and related account types such as bank accounts, customers, vendors, employees, and fixed assets.
By providing a clear overview of the financial impact directly from the document, this functionality helps users identify discrepancies early and reduce posting errors.
", "Feature details": "The new reconciliation feature for cash documents allows users to preview net change and balance after posting.
When this function is used on a cash document, the system displays a preview of the net change and balance not only for the selected cash account, but also for all accounts used in the document lines.
Reconciliation is performed not only for general ledger accounts marked as Reconciliation Account, but for all financial accounts as well as accounts of other types, including:
The function works exclusively with the amounts entered in the document lines and doesn't calculate VAT amounts for VAT accounts.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"90835f19-2e4c-f011-8779-7c1e52199c3e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Comply with Australian Payment Times Reporting bill", "Investment area": "Country and regional", "Business value": "The payment times reporting feature in the Australian localization helps large businesses with annual turnovers exceeding $100 million comply with Australian regulations. These regulations require businesses to report how and when they pay their small business suppliers.
", "Feature details": "Every six months, Australian companies with more than AUD100 million in annual turnover must report how and when they pay small business suppliers (suppliers with annual turnover under AUD10 million).
This feature organizes vendors by size or payment terms and creates reports that meet local authority requirements.
Select the period for the calculation and choose a grouping for the details. For each grouping, you can view the sourced entries.
Use this feature by opening the Payment Practices page and creating a new payment practice. To use different types of reporting for vendors, customers, or both, use the Header Type option. For payment time details and statistics, set up all parameters and select Generate.
The report is in the required format. It categorizes details into ranges of time based on the timing after the invoice date:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Install UK localization as an extension to the base app", "Investment area": "Country and regional", "Business value": "The upgraded localized version for the United Kingdom is available as an extension.
Removing country-based customizations from the base app helps organizations save time and reduce costs during implementation. This change benefits organizations that operate in multiple regions with different regulations by making it easier to build PTEs and connect environments. Delocalization also helps organizations access ISV solutions without restrictions.
", "Feature details": "The localized version for the UK is now available as a set of extensions on the W1 base app. This version includes a data upgrade feature to simplify the transition from the previous localization. This release moves the product closer to full delocalization, so ISVs can reach a wider market. Some features move to the base app or become global apps, while others stay specific to the GB market.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b2764bdd-a03d-ee11-bdf4-00224827ecaa", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use ZUGFeRD format for E-Documents in Germany", "Investment area": "Country and regional", "Business value": "The ZUGFeRD e-document format combines regulatory compliance, process automation, and modern document standards. The format also takes advantage of the new PDF/A platform capabilities.
", "Feature details": "Use the E-Documents framework localized for Germany to boost productivity and customer satisfaction while following Germany's e-invoicing rules.
This framework supports the ZUGFeRD hybrid electronic invoice format and meets local requirements. You can choose from existing Peppol service providers for your communication channel through access points. You can exchange documents by uploading them manually or send them through email.
You configure the setup on the E-Document Service page. Select ZUGFeRD in the Document Format field, and choose your service provider in the Service Integration field.
When you post the sales invoice, Business Central creates a PDF using the report layout you choose and automatically attaches the XML file. When you receive an e-invoice from your vendor, Business Central automatically extracts the XML from the PDF and proceeds as it would with any other e-document format.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/01/2025", "GA date":"08/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"032e5f98-a02c-f011-8c4e-7c1e521ba49a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Transfer journal line descriptions to bank statements for Czechia", "Investment area": "Country and regional", "Business value": "This enhancement addresses a limitation in the existing Create Payment Journal from the Bank Statement functionality, where the Description field on payment journal lines remains unchanged when the Account No. is manually modified. This behavior, controlled by the Keep Description field, might not suit all users, especially those who expect the description to update based on the new account selection. By introducing a configurable option, businesses gain greater flexibility to tailor the journal creation process to their operational needs, improving data accuracy and the user experience.
", "Feature details": "We added a Keep Description field to the Bank Account Card page with the following attributes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use carbon footprint with OIOUBL e-invoicing format", "Investment area": "Country and regional", "Business value": "This enhancement helps Danish businesses comply with emerging sustainability reporting needs by automatically sharing carbon footprint data through OIOUBL e‑invoices. Companies gain clearer insight into the environmental impact of their transactions, reduce manual work, and improve transparency in their supply chain.
", "Feature details": "Business Central introduces a new version of the OIOUBL e‑invoicing format designed for a Danish pilot program that supports carbon‑footprint data exchange. The format automatically includes emissions values sourced from the Sustainability module for both sales and purchase processes. When sending sales e‑invoices, Business Central embeds the calculated emission data from the Item Card or Resource Card pages, or the updated Sales Lines. When receiving purchase e‑invoices, the footprint values are captured and added to purchase invoices or purchase orders and posted to sustainability ledger entries.
You just need to select the new format on the E‑Documents Service page. No additional configuration is required. This builds the foundation for future sustainability data exchange across the full transaction lifecycle.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"129dc96f-f3bf-f011-bbd3-000d3a530052", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get UI improvements for Unreliable Payer for Czechia", "Investment area": "Country and regional", "Business value": "This enhancement improves the user interface by providing greater flexibility and efficiency in managing vendor bank accounts. It enables users to work more effectively with unreliable VAT payer data and streamlines the vendor bank account creation process. With intuitive changes in dialog interactions and improved accessibility to key functionalities, users can save time and reduce errors in financial data management.
", "Feature details": "The Unreliable VAT Payer functionality is enhanced with the following improvements:
Enhanced VAT Payer Reliability Check
Improvements to Vendor Bank Account Creation
These changes help you work more efficiently, access key financial information more easily, and reduce potential errors in vendor bank account management.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"494459e1-2d4c-f011-877a-0022482a97fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Align VAT periods with Microsoft standards for Czechia", "Investment area": "Country and regional", "Business value": "This feature aligns Czech localization with Microsoft’s standard functionality for VAT period management. It enables customers in Czechia to use a unified, standardized approach, eliminating the need to maintain duplicate or separate processes. This transition simplifies processes, improves consistency, and ensures compatibility with future Microsoft innovations.
", "Feature details": "The feature consolidates the Czech localization functionality VAT Period into the standard VAT Return Period table. All processes previously based on VAT Period—such as period generation, closing, and posting checks—will now operate on VAT Return Period.
Key elements include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Adjust VAT in local currency on sales documents in Czechia", "Investment area": "Country and regional", "Business value": "This feature provides companies with greater flexibility and accuracy when handling VAT amounts in local currency on posted sales invoices in foreign currency. Similar to the existing functionality for purchase invoices, users can now adjust VAT amounts on the sales side, ensuring compliance and precise financial reporting.
", "Feature details": "You can now adjust VAT amounts in local currency on posted sales invoices issued in foreign currency. The functionality mirrors the existing process for purchase invoices:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Delete companies from production environments in Denmark", "Investment area": "Country and regional", "Business value": "This feature resolves a long-standing issue for Danish companies that accidentally create nonproduction companies in the production environment using real CVR numbers. Previously, such companies could not be deleted due to Nemhandel validation and compliance with the Danish Bookkeeping Act. By enabling deletion when no general ledger entries exist, businesses can maintain cleaner environments, reduce administrative overhead, and ensure compliance without unnecessary data clutter.
", "Feature details": "In Denmark, companies often create test or nonproduction companies in the production environment using real CVR numbers. Due to Nemhandel validation, these companies become locked and can't be deleted, even if they were created by mistake and don't have financial transactions. This feature introduces a safeguard against that. If a company has a valid CVR number in the Registration No. field on the Company Information page, but no general ledger entries, you can now delete the company from the production environment.
The key condition is that the company must not have general ledger entries.
This change aligns with the Danish Bookkeeping Act by ensuring that only companies with financial data are retained, while allowing cleanup of accidental or unused entities.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f0e3b1e3-9489-f011-b4cb-000d3a1ec4ee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/19/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use e-invoice formats for service invoices in Germany", "Investment area": "Country and regional", "Business value": "This update extends German e‑invoicing compliance to service invoices, allowing service‑oriented organizations to manage all invoice types through one unified process. It reduces manual work, eliminates the need for custom solutions, and ensures consistent electronic exchange with customers and public‑sector partners.
", "Feature details": "This enhancement extends the existing German electronic invoicing capabilities in Business Central to include service invoices, aligning them with all other purchase and sales documents already supported. Until now, German e‑invoice formats XRechnung, ZUGFeRD, and Peppol have applied only to standard purchase and sales documents, with the exception of service invoices.
With this release, Business Central introduces full, out-of-the-box e-invoice format support for service invoice documents in the German localization.
Partners and customers can enable the feature by opening E-Document Service and using Configure documents to export setup to include Service Invoice. No additional mapping or feature toggles are required.
Once selected, service invoices automatically flow through the e-document framework, providing the same automation, validation, sending, and monitoring capabilities that are already available for other documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5e74a429-ad18-f111-8341-7c1e520d540b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Show features with demo dataset for Czechia", "Investment area": "Country and regional", "Business value": "To help partners demonstrate the capabilities of Business Central, we're making a demo tool that provides setup and data for Czech localization scenarios.
", "Feature details": "The demo dataset for the Czech localization adds country-specific content to the base application.
The Contoso Coffee app provides a demo tool and a related set of demo data. You can install the extension in any environment. Presales specialists can run the tool on Cronus or MyCompany to get the setup and demo data they need to demonstrate features for various scenarios in the Czech localization. For Business Central on-premises, the product media includes the source code for the demo tool and data.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b38607bd-7246-ef11-a317-6045bda6fe6a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Allocations functionality in Cash Desks - Czechia", "Investment area": "Country and regional", "Business value": "To make data entry efficient and reduce errors for recurring types of posting, use allocations to set how to distribute revenue for transactions or cost amounts across G/L accounts and dimensions. Use allocation keys on cash desk document lines.
", "Feature details": "Use allocation keys to automate the distribution of revenue or cost transactions in journals, sales documents, purchase documents, and newly created cash desk documents. Allocation keys trigger automatic G/L entry postings and allocations across different accounts and dimensions.
For example, use allocation keys to automate postings related to payroll overhead. When you post total salary expenses at the end of the month, use automatic account codes to assign a percentage of the total salary to post automatically as overhead expenses. Or, use headcount per department to distribute the cost to the department-related dimension.
Define your allocation keys based on:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add more text in cash documents in Czech localization", "Investment area": "Country and regional", "Business value": "Use Business Central's extended text feature to make your cash, sales, and purchase documents for general ledger accounts more informative for your clients and staff. You can turn on the extended text feature manually or automatically.
", "Feature details": "Include extra information in the description for general ledger accounts to notify clients and employees of important information. Add extra lines as extended text in purchase and sales documents. You can also add extra lines to cash documents.
Activate the Automatic Ext. Texts on the G/L Account card to automatically add extended text on sales, purchases, or cash documents. Use the Insert Ext. Texts function to add extended text to cash documents manually.
Automatically enable extended text for a general ledger account
To enable the feature for a general ledger account, use the following steps:
Enable extended text manually in a cash document
To add this feature in a cash document, use the following steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "VAT Return feature now available - Czechia", "Investment area": "Country and regional", "Business value": "Use the standard VAT Return feature to submit a VAT return that complies with Czech law.
", "Feature details": "Previously, you used the VAT Statement feature for VAT returns in the Czech version of Business Central. Now, you can use the standard VAT Return feature in Business Central. You generate the VAT return and submit it to the Moje daně portal. The system creates the lines on the VAT return based on the settings in the VAT statement. The system checks if you already created a regular VAT return for the period. However, the system doesn't check this condition for corrective and additional returns, because you can have multiple corrective and additional returns for a period. You save the VAT return, so you can access it right away in the system for future reference.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"89d7495c-8d59-ef11-bfe2-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Peppol PINT A-NZ format for e-documents in AU and NZ", "Investment area": "Country and regional", "Business value": "Users in Australia and New Zealand can use e-invoicing in Business Central. This feature introduces electronic documents for invoices, which significantly enhance business efficiency by streamlining administrative processes and reducing operational costs.
The feature minimizes manual data entry errors and accelerates transaction processing, so users get quicker and more accurate financial computation and tracking. It also reduces the need for physical storage space and paper usage, which helps environmental sustainability. Real-time access to electronic documents improves transparency and facilitates better decision-making. This feature leads to increased productivity and customer satisfaction.
", "Feature details": "Use the E-Documents framework localized for Australia and New Zealand to boost productivity and customer satisfaction.
This framework supports the Peppol PINT A-NZ electronic invoice format to meet local requirements. You can choose from existing Peppol service providers for your communication channel through access points. You can exchange documents by uploading them manually or send them through email.
You configure the setup by going to the E-Document Service page. Select PINT A-NZ as the Document Format and choose your preferred service provider in the Service Integration field.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d7f02e5e-9e8b-ef11-ac21-6045bda7f7fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Start using the new non-deductible VAT framework in Belgium", "Investment area": "Country and regional", "Business value": "Users in Belgium will receive an upgraded version of non-deductible VAT using the new global feature.
", "Feature details": "Belgian users will experience an improved non-deductible VAT process with the introduction of a new global feature. A preconfigured Non-deductible VAT Type field will be available specifically for Belgium. Previously, users selected a general ledger expense account in the Chart of Accounts and manually entered the partial deduction amount in the % Non-deductible VAT field. With the new approach, users will follow the standard global method, and setup will be managed through the VAT Posting Group Setup.
When you enable the new feature in the VAT Setup page, the system automatically provides a data upgrade.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2f8a515e-44ec-ee11-a204-6045bdd6e492", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "New Contoso Coffee Demo Dataset for Intrastat in Czechia", "Investment area": "Country and regional", "Business value": "We are creating a demonstration tool that includes Intrastat configuration and data, tailored specifically for Czech localization in Business Central. This tool aims to help users more effectively comprehend and optimize their Intrastat workflows within the Czech localization context.
", "Feature details": "The demo dataset for the Czech localization adds country-specific content on top of the base application.
The Contoso Coffee app provides a demo tool and a related set of demo data. You can install the extension in any environment. Presales specialists can run the tool on Cronus or MyCompany and get the setup and demo data they need to demonstrate Intrastat features for various scenarios in the Czech localization. For Business Central on-premises, the demo tool and data are available on the product media as source code.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1b181acd-2b4c-f011-8779-7c1e5247d130", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Sales advance from the project - Czechia", "Investment area": "Country and regional", "Business value": "When you create sales advances from a project, you save time and effort because you don't need to enter data manually. You can create sales advances for the entire project or just for a project task.
", "Feature details": "This process improves productivity and efficiency by letting you quickly and easily create sales advances for the entire project or only for a project task.
Enter the project number in the sales advance invoice. Enter the project task number in the advance line. When you link the project to the sales advance invoice, you can determine the amounts for the advances and link them to the project.
However, you don't link (apply) advances like you do with sales orders. This difference ensures that the advance isn't automatically deducted when you create the invoice from the project. You add a factbox to the project card to show the number of advances you create from the project and the amounts for the total, to pay, and to use.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"ee41beb5-8f58-ef11-bfe2-6045bdfe4be4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Hide lines with zero quantity in Czech document reports", "Investment area": "Country and regional", "Business value": "When you hide lines with zero quantity in the Czech localization document reports, you make these reports clearer. The Hide lines with zero quantity toggle prevents the system from printing order lines in the posted document when there's no quantity to process.
", "Feature details": "By setting the Hide lines with zero quantity toggle in the dialog for the following Czech localization document reports, you can control whether the report prints or hides lines with zero quantity:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Posting of alternative customer-vendor posting groups - Czechia", "Investment area": "Country and regional", "Business value": "With this change, you don't increase turnovers on customer or vendor balance accounts. You keep values accurate during analyses.
", "Feature details": "If an invoice, credit memo, or payment document uses different customer or vendor posting groups, the system automatically recharges the G/L entries between the accounts in each posting group when you apply customer or vendor entries. The previous posting method for applying items increases turnover on both the debit and credit sides.
This modification treats the balancing entry as a correction. It uses only one side of the debit or credit account for posting. This method prevents the increase of turnover on the balance accounts and keeps the values in the analyses accurate.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"499a5e8c-8b58-ef11-a317-0022481d08e0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable embedded Verifactu mode in Spain", "Investment area": "Country and regional", "Business value": "With this feature, Spanish businesses can seamlessly comply with the new Verifactu regulation by automatically submitting invoices to the AEAT, embedding official QR codes, and ensuring legal traceability. This reduces the risk of fraud and simplifies audit processes.
", "Feature details": "Verifactu is Spain’s new mandatory e-invoicing regulation that requires real-time invoice reporting to the Spanish Tax Agency (AEAT). It ensures invoice authenticity, traceability, and auditability through the use of digital signatures, hash chaining, and QR code verification.
Users can activate Verifactu Mode using a dedicated toggle, which fully switches the system to comply with Spanish e-invoicing regulations and prevents SII mode from being enabled at the same time.
To enable digital signing, users must upload their own qualified electronic certificate. Once setup is complete, invoices posted (Posted Sales Invoice) in Business Central are automatically submitted to the AEAT for clearance using the E-Document framework.
Upon successful validation, the system embeds the official QR code received from the AEAT into the invoice layout, enabling users to print or email fully compliant and verifiable invoices to their customers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6ee82a21-bd60-f011-bec2-6045bdda2c8e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Alternative posting groups for employees in Czechia", "Investment area": "Country and regional", "Business value": "With this modification, turnovers on employee balance accounts will remain unchanged and values will be preserved during analysis.
", "Feature details": "If different employee posting groups are used in a general journal or payment document, the G/L entries are automatically reallocated among the accounts of each posting group when employee entries are applied.
The previous posting method for applying items increased turnover on both the debit and credit sides by the same amount. With this modification, the balancing is treated as a correction—meaning that postings are made to only one side, either debit or credit account. This approach prevents turnover from increasing on balance accounts and ensures that values remain accurate in analysis.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"7efbfb0b-b96e-f011-bec2-7ced8d178aca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Include employee transactions in exchange rate adjustment report - Czechia", "Investment area": "Country and regional", "Business value": "You can use general journals for employee accounts to register employee expenses and reimbursement transactions in foreign currencies. You can easily track these amounts and compare them to receipts. The Czech version of the exchange rate adjustment report (31004) now allows you to include employee transactions.
", "Feature details": "When you use general journals to post transactions for employee accounts, such as when you reimburse expenses, use the Currency Code field to specify the currency for the transactions. When you specify a currency, you can use the same features as when you register transactions in the customer and vendor ledgers. For example, employees can register an expense in euros but get paid in dollars.
To make sure the exchange rate for the amounts is current, you can adjust employee balances when you run the Czech version of a currency exchange rate batch job (Adjust Exchange Rates CZL (31004)). If you want to use the exchange rate table but settle employee balances in your local currency, you can exclude employee accounts when you adjust exchange rates.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"b0971ef6-7456-ef11-a317-6045bda935ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Pull extension source from GitHub when opening Visual Studio Code from web client", "Investment area": "Development", "Business value": "A year ago, you got the power to open a Visual Studio Code project from within the web client. This feature removes the hassle of creating projects so you can launch configurations and download symbols yourself. It's a great tool for exploring functionality and troubleshooting in sandboxes or production environments. It empowers support teams, consultants, and developers. However, what if IP resource exposure protection blocks access to the extension code but your GitHub repo holds the source? Or, what if you want to author your own code by hotfixing one of your apps or pulling the latest source version for changes and development? In 2024 release wave 2, you can do all that.
", "Feature details": "In this release, we improved the Explore in Visual Studio Code feature by using the source and build metadata in an extension manifest to pull source from the related GitHub repository and from a specific build. With this feature, you can navigate code for extensions when you have source access. You can also hotfix a build or sync to get the latest changes for investigation or development.
From the Extension Management list page, you can select the new Open Source in VS Code option in the context menu for an extension.
![\"New](\"media/opensourceinvsc.png\" "\\"New")
When you select that option, Visual Studio Code opens and asks whether to clone or open the GitHub repo for the extension. Visual Studio Code uses the repo metadata that the extension includes when it's built.
![\"Option](\"media/screenshot-2024-06-18-104812.png\" "\\"Option")
For more information about source and build metadata in the app.json file, see:
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d78bbbdf-d453-ee11-be6f-00224827e0df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Self-service App Key Vault onboarding for AppSource apps", "Investment area": "Development", "Business value": "AppSource apps for Business Central can read secrets from Azure Key Vault that the publishing partner owns. To make this feature available to a partner's AppSource app, the partner previously needed to complete a manual process that involved contacting Microsoft. This process could cause waiting times. The process also required a new version of the app to ensure Azure Key Vault availability. To simplify the process, you now onboard to Azure Key Vault as part of the AppSource submission. The app can use its Azure Key Vault right away.
", "Feature details": "To register a key vault for an app, partners no longer need to send an email and wait for us to register their Entra Tenant ID.
Instead, partners must:
AllowedBusinessCentralAppIds in their key vault. This secret contains the app IDs for all apps that access the key vault. For multiple app IDs, separate them with a comma.To reduce registration waiting time, follow this process.
To submit higher versions of an app, AppSource apps must add the AllowedBusinessCentralAppIds secret if they already registered their Entra Tenant ID. If this reserved secret is missing, the submission likely fails.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Move tables and fields with data across extensions as part of refactoring", "Investment area": "Development", "Business value": "As extensions mature or as a consequence of an extension that you initially create as a large monolith, you need to split the extension. You also need to move ownership of tables or fields along with the data. This feature adds the same controlled process for releasing and taking ownership of tables or fields to partner extensions as part of the extension upgrade process.
", "Feature details": "In the past two releases, you could move tables and fields across extensions for first-party extensions from Microsoft. In this release, partners can use these capabilities on their extensions.
For the best coverage of these capabilities, see the existing documentation that covers support in first-party apps. For more information, see Moving tables and fields between extensions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c8c78e8b-2d15-ee11-8f6e-000d3a574251", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Run AL objects and open record references using fully qualified names", "Investment area": "Development", "Business value": "As part of adding namespaces to AL development, we're adding the ability to run objects, as well as open record references, using fully qualified names.
", "Feature details": "New method overloads have been introduced to support running codeunits, pages, and reports using their fully qualified names. Additionally, RecordRef.Open can now be invoked with the fully qualified name of a table.
Example of running objects using fully qualified name:
![\"Example](\"media/fully-qualified-name-run-objects.png\" "\\"Example")
Example of invoking RecordRef.Open with the fully qualified name of a table:
![\"Example](\"media/fully-qualified-name-recordref.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Cancel build and publish from Visual Studio Code", "Investment area": "Development", "Business value": "As part of developing for Business Central in Visual Studio Code, developers build the code into a packaged extension and publish it to a developer environment, whether a local server or a sandbox. Until now, developers had to wait for the build and publish processes to proceed working, even if they discover mistakes or have additions and want to quickly update the code and republish. This isn't an issue for smaller extensions, but for very large extensions, the time to build and especially publish can be long. Therefore, to increase developer productivity and support better flexibility in the inner loop, we now support canceling both build and publish from Visual Studio Code.
", "Feature details": "Developers can now cancel building and deploying an extension in Visual Studio Code. Canceling can be triggered manually by pressing the Cancel button or by closing Visual Studio Code. Furthermore, if the connection to the on-premises or sandbox developer environment is lost, publishing will also be canceled so it won't block a new publish when the connection is re-established.
The following examples show the Cancel operation when building and publishing an extension from within Visual Studio Code.
![\"Example](\"media/cancel-build.png\" "\\"Example")
![\"Example](\"media/cancel-publish.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Evaluate AL coding agents with BC-Bench", "Investment area": "Development", "Business value": "BC‑Bench provides a repeatable benchmark for AL bug fix and test creation tasks in Business Central, producing measurable results that increase trust in GitHub Copilot agents and accelerate adoption across partners and the community.
", "Feature details": "BC‑Bench is a benchmarking framework for evaluating agent performance on real‑world Dynamics 365 Business Central AL coding tasks. Inspired by SWE‑Bench, it provides measurable, repeatable results instead of subjective impressions, helping developers understand what improvements actually work.
The benchmark focuses on realistic Business Central development scenarios, such as bug fixes and test creation, using curated AL code problems derived from real pull requests. It establishes a consistent evaluation baseline across agent context, instructions, and tooling, enabling objective comparison over time.
By producing transparent metrics, BC‑Bench increases trust in Copilot capabilities, supports data‑driven investment decisions, and helps partners and the community clearly understand an agent's strengths and limitations for Business Central development.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b4153902-0108-f111-8407-7ced8ddcc3f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/07/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Type testing and casting operators for interfaces", "Investment area": "Development", "Business value": "Contractual behavior of interfaces limits updates and future extensibility. Adding casting greatly increases the usefulness of interfaces in AL. In this version, the AL language supports type testing and casting interfaces. Two new operators, is and as, facilitate these operations. The is keyword checks if an interface is a specific type. This check is useful for ensuring type safety within code. The as keyword attempts to cast an interface to another interface. These operators improve the extensibility and usefulness of interfaces in AL. They align with the broader programming practice of building systems for future growth and adaptability. With these operators, you can update and maintain your code seamlessly.
In this version, we introduce support for casting between AL interfaces. Given an interface A, you can cast it to interface B if the underlying object (only codeunit objects for now) implements interface B. To make these operations easier, we added two new operators: is and as.
The is operator
The is operator lets you test whether an instance of an interface or the content of a variant supports a specific interface. Here's the syntax for using the is keyword:
![\"Example](\"media/testinterface.png\" "\\"Example")
You can also use the is operator with variants:
![\"Example](\"media/testvariant.png\" "\\"Example")
The as operator
Use the as operator to cast an instance of an interface to a specific interface. If the source interface doesn't implement the target interface, the operation throws an error at runtime. Here's an example:
![\"Example](\"media/castinterface.png\" "\\"Example")
The as keyword works with variants too:
![\"Example](\"media/castvariant.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Read and write YAML in AL using JsonObject", "Investment area": "Development", "Business value": "Data-driven testing often requires reading YAML test data, especially when testing Copilot features. Instead of creating a new YAML object model, you can use the extended JSON support to read YAML data into a JsonObject. You can manipulate the data as JSON with the JsonObject API and write it out as YAML if needed.
", "Feature details": "The feature extends the existing JsonObject so you can read YAML into the JsonObject, manipulate it as JSON with the JsonObject API, and possibly write it out again as YAML.
The feature adds two new methods to read YAML into a JsonObject instance:
[Ok :=] ReadFromYaml(String) [Ok :=] ReadFromYaml(InStream) The feature adds two new methods to write a JsonObject instance as YAML:
[Ok :=] WriteToYaml(String) [Ok :=] WriteToYaml(OutStream) Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use improved features for document reports", "Investment area": "Development", "Business value": "Developers and power users can use more features that Word provides for document layouts. These improvements reduce the time spent designing layouts for documents and let more power users work with document layouts.
", "Feature details": "Use report documents in Business Central when you need to send a document, such as a quote, order, or invoice, to your customers or suppliers. The following sections list the improvements in this release.
The Word layout feature includes the following improvements:
You can use sections in Word layouts even when the report uses the WordMergeDataItem property in AL code. This improvement gives you the ability to change layout properties, such as margins, orientation (portrait or landscape), or columns inside your Word layout. You can also use different watermarks for different parts of the layout. For more information, see Using sections in a Word layout.
A new Word add-in that lets you control the conditional visibility of text, tables, or table rows and columns.
New layouts that you can apply themes to are available for the following document reports: draft invoice, sales quotes, confirmations, invoices, credit memos, shipments, return shipments, and purchase orders.
When you change the Office Theme from the Design tab, you can update the report's look and feel, including colors, fonts, and styles, directly in Word.
From the Report Layouts page, you can now do the following tasks:
Export a report schema as a Microsoft Word custom XML file. Use this file to simplify the conversion of an RDL layout or a customer-supplied Word file into a Word layout for a report.
Update a layout with the latest report dataset definition.
Create a new blank Word layout for any report.
![\"Shows](\"media/report-layout.png\" "\\"Shows")
On the Custom Report Layouts page, you can migrate layouts to the new system table for layouts. The layouts appear on the Report Layouts page.
![\"Shows](\"media/customer-report-layout.png\" "\\"Shows")
In Visual Studio Code, we added a code snippet for report and query DataLinkItem to help developers be more productive when they create report objects.
The system sends a telemetry event when you take any of the following actions on the Report Layouts page:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Convert simple type values to text using new ToText method", "Investment area": "Development", "Business value": "Easily convert the value of simple types to text by using the new ToText method on the type. For example, use this method on a Date type.
", "Feature details": "The ToText method is now available for simple types such as BigInteger, Boolean, Byte, Date, DateTime, Decimal, Duration, Guid, Integer, Time, and Version. Use this method to easily convert these types to text.
For advanced formatting options, use the FORMAT method.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8dcd61ad-f1de-ef11-a730-7c1e526877e1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Allow developers to define data analysis definitions in their apps", "Investment area": "Development", "Business value": "Enhanced Analysis Mode improves how organizations deliver and standardize ad-hoc analytics inside Business Central by letting partners and developers package curated analysis experiences with their extensions, rather than relying on separately maintained configurations.
This reduces setup and drift across environments because the same analysis definition can be deployed consistently wherever the extension is installed. Administrators also gain stronger governance over adoption by using built-in Designer, Personalization, and Profile Configuration capabilities to control whether extension-provided analysis views are available for specific environments, users, and profiles.
For users, the feature supports richer, more discoverable analysis experiences through descriptions and tooltips, making it easier to understand what each analysis view is intended to show and when to use it, especially when multiple views are shipped as part of an app.
", "Feature details": "Prior to this release, a partner had to create data analysis definitions in the client, copy and edit links, and then publish these links on a webpage. Then they needed to ask users to click the links to install the data analysis definitions.
With this release, AL developers can simply add data analysis definitions to their extensions/apps. This then makes the data analysis definitions available to users.
This is done by allowing developers to export analysis configurations created in the client as JSON files and reference them on page objects by using the new analysisviews control syntax together with the DefinitionFile property.
These packaged analysis definitions can be deployed through extensions and found directly within the Business Central client, where their availability can be controlled by admins through Designer, Personalization, and Profile Configuration modes to show or hide extension-provided analysis views across environments, users, and profiles.
We also introduce support for defining analysis view descriptions and tooltips, enabling users and developers to attach contextual metadata to analysis layouts within the application interface.
In a minor update to version 28, new read-only analysis tabs are added to list and worksheet pages across multiple application areas including Sales, Finance, Inventory, Purchasing, and Auditing, delivering predefined analysis layouts such as Sales Orders, Expected Sales Volume, Customer Sales by Volume, Aged Accounts by Month, Change Log Entries by user activity, Users by status and license type, G/L Entries by source, Fixed Asset value tracking and depreciation over time, Inventory movements and throughput, Vendor Ledger Entries, and Goods Received Not Invoiced.
These analysis tabs are found as extension-provided layouts within the application and can be duplicated from their read-only state to support additional client-side analysis scenarios based on grouping, aggregation, filtering, and column configuration defined in the exported JSON layout.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"14a7c711-ea51-ee11-be6f-000d3a4e5de0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Package resources in extensions and access from AL", "Investment area": "Development", "Business value": "Features often need data to initialize and set up. Previously, you added and consumed this data from AL by using labels or code. In this release, you can include resources in extensions and access these resources from AL.
", "Feature details": "Developers can package resources in extensions and access these resources from AL code. Use this feature to send data for setup and initialization features, such as RapidStart packages, demo data, and templates. You don't need to use labels or codeunits for this purpose.
To package resources in an extension, declare the folders in your project that contain resources in the extension's manifest file (app.json). Add the resourceFolders property to the manifest file. You can specify multiple folders. Resource folders can contain subfolders.
AL code can access resources at runtime. Use several methods to interact with resources:
NavApp.GetResource(ResourceName: Text; var ResourceStream: Instream; (Optional) Encoding: TextEncoding)) reads the content of resource files at runtime.NavApp.GetResourceAsText (ResourceName: Text; optional Encoding: TextEncoding): Text to read the content of resource files directly into a Text object.NavApp.GetResourceAsJson (ResourceName: Text; optional Encoding: TextEncoding): JsonObject to read the content of resource files directly into a JsonObject.An extension can access only its own resources.
The following size limits apply to resources:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Learn what the AI evaluation tool now supports", "Investment area": "Development", "Business value": "Generative AI inevitably results in variability across runs, and thus an important part of the AI development toolkit for Business Central is the evaluation tool used to evaluate AI outcomes to assess quality and accuracy. In this release we're adding a number of enhancements to help with managing evaluation configurations, languages as well as use it to evaluate custom Business Central agents, which shipped in public preview recently.
", "Feature details": "The evaluation tool in the AI development toolkit for Business Central is used to assess the quality and accuracy when extending Copilot in Business Central via prompt dialogs, or when creating custom Business Central agents, which recently launched in private preview. It provides a structured way for developers to validate AI capabilities in Business Central. Developers define datasets containing prompts and expected responses, and the tool automatically runs the evaluation and scores the results.
The tool was previously named \"AI Test Tool\" but has now been integrated directly into the AI Development Toolkit, and renamed to Evaluation.
Apart from a rename, in this release we are adding the ability to:
The following sections cover these in more detail:
As a step towards making it easier to manage AI quality at scale, we’re introducing new suite configuration parameters. Evaluation suites can now include configuration parameters such as capability, test type, and execution frequency. These settings apply to all tests within the suite, helping teams maintain consistency and structure across large AI evaluation scenarios. They’re also extensible and exposed through APIs for automation to pick up on.
In this example, the capability and run frequency is set.
![\"Example](\"media/configuration_s.png\" "\\"Example")
And is exposed in the exported suite.xml to be used, for example, in a pipeline instead of interactively in the client UI.
<Root> <AITSuite Code=\"DEMO\" Description=\"Demo\" TestRunnerId=\"130451\" Capability=\"Sales Order Agent\" Frequency=\"Daily\" TestType=\"Agent\"> <Line CodeunitID=\"133540\" Description=\"Tests\" Dataset=\"SET\" /> </AITSuite> </Root> Business Central solutions are global, and AI experiences must work across languages. Thus, the evaluation tool now supports multilingual datasets. Developers define a single logical dataset entry and then add language-specific variants using language tags. This allows the same scenario to be tested across multiple languages, ensuring consistent Copilot and agent experiences worldwide.
In the evaluation setup, you can define the selected language to use in the supplied dataset.
![\"Example](\"media/evaluationlanguages_s.png\" "\\"Example")
and you can also view and configure the dataset.
![\"Example](\"media/datasetlanguages_s.png\" "\\"Example")
AI features consume Copilot credits, and to understand usage, the evaluation tool now provides visibility into Copilot credit consumption. Developers can see how many credits are consumed per run, per test line, and per dataset entry. This transparency helps teams understand AI consumption, optimize prompts, and manage costs more effectively.
![\"Example](\"media/copilotcredits_s.png\" "\\"Example")
In the YAML dataset file, there's now support for a name and a language attribute.
name: DATA language: en-US tests: - name: Case 1 query: Example query test_setup: Setup.yaml - name: Case 2 query: Example query test_setup: Setup.yaml and the evaluation suite XML file will also contain the language tags.
<Root> <AITSuite Code=\"DEMO\" Description=\"Demo\" TestRunnerId=\"130451\"> <Language Tag=\"da-DK\" Frequency=\"Weekly\" /> <Language Tag=\"en-US\" Frequency=\"Weekly\" /> <Line CodeunitID=\"50000\" Description=\"Tests\" Dataset=\"DATA\" /> </AITSuite> </Root> Finally, you can build and validate Business Central agents that you have built. You can select which agent to run in evaluations, inspect agent tasks per run, line, and dataset entry, and use the agent in your evaluations.
In your test, you can get the agent via the agent test context, e.g.,
procedure GetAgentDuringTest(var AgentUserSecurityID: Guid) var AgentTestContext: Codeunit \"Agent Test Context\"; begin AgentTestContext.GetAgentUserSecurityID(AgentUserSecurityID); end; Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Embed Power BI content in web client with new page type", "Investment area": "Development", "Business value": "Get an enhanced user interface when you view embedded Power BI reports in Business Central. The new interface makes it easier to navigate and interact with your data.
", "Feature details": "This release wave introduces a new page type that enhances the Power BI report embedding experience. Power BI reports display in a slim, visually appealing, and user-friendly interface. Key improvements include:
These enhancements apply to most Power BI reports in Business Central, so you get a consistent, improved experience across the platform. The following images show the difference between the previous and new experiences for the Sales Report:
Before
![\"Screenshot](\"media/sales-rpt-v25.png\" "\\"Screenshot")
Now
![\"Screenshot](\"media/sales-rpt-v26.png\" "\\"Screenshot")
The UserControlHost page type in AL enables the new Power BI report embedded experience. The UserControlHost page type simplifies embedding custom controls, such as Power BI reports, compared to using a Card page type in previous releases by removing unnecessary complexities.
Key aspects of the page type include:
Consider this simplified code example of a page that shows a WebPageViewer control by using the Card page type.
page 50100 UserControl { PageType = Card; ApplicationArea = All; SourceTable = Customer; InsertAllowed = false; ModifyAllowed = false; DeleteAllowed = false; Editable = false; Caption = 'UserControl Example'; layout { area(Content) { usercontrol(Webpageview; WebPageViewer) { ApplicationArea = All; trigger ControlAddInReady(callback: text) begin CurrPage.Webpageview.Navigate(HyperLinkTxt) end; trigger Refresh(CallbackUrl: Text) begin CurrPage.Webpageview.Navigate(HyperLinkTxt) end; } } } } The following code uses the UserControlHost page type. The UserControlHost page type doesn't allow the SourceTable, InsertAllowed, ModifyAllowed, and DeleteAllowed properties.
page 50122 UserControl { PageType = UserControlHost; ApplicationArea = All; Editable = false; Caption = 'UserControl Example'; layout { area(Content) { usercontrol(Webpageview; WebPageViewer) { ApplicationArea = All; trigger ControlAddInReady(callback: text) begin CurrPage.Webpageview.Navigate(HyperLinkTxt) end; trigger Refresh(CallbackUrl: Text) begin CurrPage.Webpageview.Navigate(HyperLinkTxt) end; } } } } Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Restore extensions if publishing from Visual Studio Code fails", "Investment area": "Development", "Business value": "If publishing an extension from within Visual Studio Code fails, the publishing process tries to restore previously installed extensions that the process uninstalls and unpublishes. If the process can't fully restore extensions, it shows which extensions it restored and which ones it couldn't restore. This information gives you a clearer view of the issue.
", "Feature details": "When you deploy an extension from Visual Studio Code, you deploy a graph of installed extensions on the target environment. The deployment process uninstalls and unpublishes first-level dependent extensions so it can recompile them after deploying the extension. If deployment from Visual Studio Code fails (for example, due to a compilation issue on the server), the server ends up with an incomplete graph of installed extensions. You must manually redeploy the previously installed extensions in the correct order. With this release, Visual Studio Code tries to restore the previous extension state, so you usually don't need to do any manual work.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0ba7f50c-1619-ef11-9f89-6045bda94cf9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Run page scripts in pipelines for automated testing", "Investment area": "Development", "Business value": "In 2024 release wave 1, we released the page scripting tool as a preview. One of the most common requests we heard from partners was support for replaying captured page scripts in CI/CD (continuous integration and continuous deployment) pipelines for automated testing. In 2024 release wave 2, we added this capability by providing a standalone page script replayer for use in CI/CD pipelines.
", "Feature details": "To run page scripts in your own pipelines, use the standalone bc-replay script player. The script player is available as an npm (Node Package Manager) package. Install the latest version of the package from the npm feed. No setup is required. Just run the following command: npm install @microsoft/bc-replay --save.
For more information about requirements, setup, and parameters, see the bc-replay npm package page.
We plan to add support for AL-Go for GitHub later. With this support, you can set up a pipeline faster if you're using AL-Go for GitHub. If you're using a different CI/CD agent and environment, create your own pipeline setups.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0d7be491-846e-ef11-a671-0022482a08f6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Select extensions to open in Visual Studio Code from the web client", "Investment area": "Development", "Business value": "In earlier releases, we introduced the ability to open Visual Studio Code from the web client, giving you a specific environment to investigate or debug code. Now, you can select which extensions to include in the project when you open Visual Studio Code. If you have permissions to access source code, you see that code in Visual Studio Code. If you don't have permissions, you see symbols that you can use to investigate functionality in AL Explorer or to code against.
", "Feature details": "On the Extension Management page, the Develop in VS Code action group gives developers new options. One option is the Download in VS Code action. With this action, you can select one or more extensions to open in Visual Studio Code.
In the opened Visual Studio Code project, you always have access to symbols for those extensions. Access to source code depends on the IP protection settings for the extensions and user permissions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"661af97a-8ebb-ef11-8ee9-6045bdd80cdd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create lists and dictionaries of interfaces in AL", "Investment area": "Development", "Business value": "In the Business Central AL language, dictionaries and lists are powerful data structures that offer efficient lookup of key-value pairs and ordered collections. Both data structures let you dynamically manage collections of data. Now, you can create lists and dictionaries of interfaces. This capability gives you more flexibility and power when you work with interface abstractions.
", "Feature details": "Now you can create lists or dictionaries of interfaces.
The syntax follows these patterns. They align with the syntax for creating a List or Dictionary of a simple type:
In the system application, you can find complete examples of using a list of interfaces in the Telemetry Logger.
The following examples show how to create lists and dictionaries with interfaces.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b495ef65-f1de-ef11-a730-7c1e52687917", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Extend and customize profiles from other extensions", "Investment area": "Development", "Business value": "One of the current extensibility gaps is the inability to extend profiles. This gap forces partners to copy profiles that other extensions define when they need to change those profiles. In this release, you can now define profile extension objects.
", "Feature details": "With this feature, you can create profile extension objects in your AL code. Use these objects to change the target profile's caption or role center. You can also use these objects to include or remove the profile from the role explorer. You can add page customizations to a specified profile.
In addition to the language support, this feature adds coverage in IntelliSense, AL Explorer, and analyzer rules.
The following code example shows a profile extension:
![\"Example](\"media/profileextension-s.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Generate launch json file from the web client", "Investment area": "Development", "Business value": "One request for the Open in Visual Studio Code feature was the ability to quickly generate a launch configuration that matches the specific environment. In this release, we added actions in the web client that add this capability. With these actions, you can more easily create a launch configuration to investigate or debug a specific environment in Visual Studio Code.
", "Feature details": "Now, directly within the web client, you can generate a matching launch.json configuration for the specific environment. With this configuration, you can more easily investigate or debug a specific environment from Visual Studio Code.
The Business Central web client offers two options to generate the launch.json configuration.
Use the Generate launch configurations for this environment action in the Troubleshooting section of the Help & Support page.
Use the Generate launch configurations action in the Develop in VS Code action group on the Extension Management page menu.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Control content filtering and XPIA when extending Copilot in Business Central", "Investment area": "Development", "Business value": "Partners using the AI development toolkit to extend Copilot in Business Central via prompt dialogs now have more flexibility in setting content filtering and prompt injection attack policies for their features, thereby supporting scenarios that might otherwise be blocked.
", "Feature details": "We've added the ability for partners using the AI development toolkit to extend Copilot in Business Central via prompt dialogs to set both content filtering and prompt injection attack policies for their features.
Content filtering
Azure OpenAI content filtering policy is a guardrail used to flag (block) harmful content in prompt responses.
Partners using the AI development toolkit to extend Copilot in Business Central via prompt dialogs can now set their own content filtering level.
If Business Central AI resources are used, only Low and Medium are supported. Low is default, and the recommendation is to change this only if your feature is flagged as harmful in scenarios you want to support.
If your own Azure OpenAI subscription is used, a High level is available as well, although it requires an Azure OpenAI approval request. Setting the level to high is discouraged.
You can learn more about content filtering at How severity levels map to guardrail configuration.
Indirect prompt injection attacks (XPIA)
You can use indirect prompt injection attack detection tags to identify and block malicious instructions hidden in external data sources (like documents, emails, or websites) that the large language model processes. The tags work by providing a binary classification (attack detected or not). You can learn more about this in Prompt Shields in Microsoft Foundry
For untrusted inputs, AOAIChatMessage.AddXPIADetectionTags(Input) must be used when XPIA detection is enabled.
Example
The following is an example of setting content filtering and XPIA policies when extending Copilot in Business Central with the AI development toolkit—that is, when creating a prompt dialog.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"04/03/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f89129dd-571e-f111-8341-6045bddc3c65", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Run code action for 'with' for file, project, or workspace", "Investment area": "Development", "Business value": "Previously, you could use the code action to convert with statements to explicit records only for individual with statements. However, most apps have many with statements spread across the codebase, so converting code requires a lot of unnecessary manual work. With this release, you can run the code action to convert with usage on the whole document, the active project, and the entire workspace.
Previously, we added generic support for running code actions on the active document, active project, or the complete workspace. Code actions adopt this support. These code actions convert uses of ApplicationArea or tooltips. In this release, you can run the code action that converts the usage of with on the entire document, the active project, and the complete workspace. This change makes it much more productive to convert the usage of with statements in existing code to explicit records.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience user-friendly client activity descriptions in performance profiles", "Investment area": "Development", "Business value": "Recently, we introduced the ability to capture performance profiles in the background with scheduled profiles. A challenge with investigating the resulting profile was that it's hard to filter and group entries by actual user actions. In this release, we added better contextual user action capture, so you can more easily analyze scheduled performance profiles.
", "Feature details": "The performance profiler now maps client browser interactions to user-centric descriptions. Measurements include descriptive values that resemble the user actions, so you get more clarity when analyzing profiles, especially when you filter and group them.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"9018dfa3-42ed-ef11-be20-00224826f41b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Remove friction when working with external app dependencies", "Investment area": "Development", "Business value": "Resellers who develop per-tenant extensions for customers and publishers who create AppSource apps often build on the work of other publishers. This approach creates dependencies on those publishers. To develop or test these extensions, resellers and publishers need access to the AppSource apps they depend on.
Currently, you use a manual process to get access to these apps. If you have dependencies, you must contact the publishers who own the applications. You need to ask for symbols to develop against or runtime packages to test with. You need to repeat this process continuously as new versions of the Business Central first-party applications and the publishers' applications become available. This process takes a lot of time and can lead to errors.
In this version, you can develop and compile extensions against external applications. You can also test extensions in online sandboxes.
", "Feature details": "In this release, we add support for resellers and publishers to download symbols for AppSource applications to develop against by providing a public NuGet feed with packages that contain symbols for AppSource applications. If you use AL-Go for GitHub, it automatically locates and downloads these symbols during the build. You can also use AL-Go for GitHub to run tests in online sandboxes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e28a177b-dc53-ee11-be6f-00224827e0df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Extend AL interfaces", "Investment area": "Development", "Business value": "Support for extensible interfaces in programming languages offers significant business value. This support enables you to create flexible and adaptable extensions that evolve over time to meet changing business needs. Extensible interfaces enable developers to add new functionalities without changing the core system. This capability saves time and resources while reducing the risk of errors in the existing codebase. As a key component in modern software engineering, extensible interfaces provide the agility and flexibility needed to drive innovation and maintain a competitive edge in today's fast-paced business environment.
", "Feature details": "You can now extend one or more existing interfaces when you declare an interface. When you implement an interface that extends other interfaces, you must also implement all methods from all extended interfaces.
This feature works with the testing and casting operators is and as, which are also new additions to the AL language in this release.
The following example shows the syntax. You can use TheImplementor as IFoo, IBar, and IFooBar.
![\"Example](\"media/interfaces-s3.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new IncStr parameter to change integers by more than 1 in string variables", "Investment area": "Development", "Business value": "The IncStr method on Text types lets you increase a positive number or decrease a negative number inside a string variable by 1. This method is useful when you handle iterations that involve number series. If you wanted to change the number by more than 1, you had to write extensive custom logic. To simplify these scenarios, the IncStr method now supports an optional increments parameter to change the number by more than 1.
The new overload of the IncStr method supports increasing or decreasing a number in a string variable by any amount. With this method, you can increment number series or similar series by more than one position in a single step.
To decrease a positive number, use a try function to handle cases where the string can't decrease further. When you decrease a number, the method adds leading zeros as needed.
The following example shows how to increment the integer 99 in the AText string variable to 109 in one call by using the new IncStr method overload with an increment value of 10.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Discover new ALTool features", "Investment area": "Development", "Business value": "The ALTool is a command-line tool used for compiling and packaging AL extensions for Business Central. It's useful for integration into CI/CD pipelines to automate the build and deployment process. In this release we have enhanced the tool by adding the ability to launch an AL MCP server for use in agentic AL coding from the command line, as well as commands for working with workspaces and detecting symbol-only packages.
", "Feature details": "We have updated the ALTool with a number of new capabilities:
Standalone MCP Server provided as part of ALTool
The new AL MCP (AL Model Context Protocol) server allows autonomous agents to interact with an AL workspace. It can be launched via ALTool with the launchmcpserver command. This starts an HTTP-based MCP server, which coding agents can use to invoke AL-specific development tools.
The basic usage is:
al LaunchMcpServer --projects \"C:\\Users\\MyUser\\MyALProject\"
This launches an MCP server that tracks changes within the MyALProject folder, listens on the specified port for MCP calls, and provides several tools for agents to interact with the loaded projects.
Workspace compilation
The ALTool now includes a set of commands for creating and working with multi-project AL workspaces—for example, compiling all projects in a Visual Studio Code workspace in the correct dependency order.
al workspace create my.code-workspace ./src creates a .code-workspace file by recursively searching one or more folders for AL projects (folders containing app.json). Each discovered project is added to the workspace with its name read from the manifest.
al workspace compile my.code-workspace compiles all projects in a workspace in the correct dependency order. The command reads each project's manifest to build a dependency graph, then parallelizes compilations where possible.
al workspace map my.code-workspace output.md generates a Markdown file with a Mermaid dependency diagram from a workspace. The output includes a visual graph of interproject dependencies, a project details table, and warnings for any circular dependencies detected.
Symbol-only and runtime package detection
ALTool now supports detecting whether an app is symbol-only and whether a package is a runtime package. These checks help tools like ALGo determine if an extension can be published to SaaS or containers.
Learn more in ALTool.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"04/03/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6262ee3e-5a33-f111-88b4-000d3a54cce0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage external files more easily through unified API in External File Storage module", "Investment area": "Development", "Business value": "The External File Storage module gives you a simple API for storing files outside of Business Central. When you install External File Storage Connector apps, you can easily set up where to store data for file scenarios that Business Central applications implement.
", "Feature details": "Connect to external storage accounts, containers, and blobs, and work with them from your AL code. The External File Storage module gives you a framework to connect easily to Azure Blob Services or Azure Files.
As an AL developer, use the module to:
For more information, see External File Storage.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8ddf4bca-dc00-f011-bae3-6045bda9c2a9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the 'this' keyword for codeunit self reference", "Investment area": "Development", "Business value": "The new this keyword works like the this keyword in other languages. With the keyword, you can pass the current object as an argument to methods. Before, you had to use less optimal workarounds to pass the current object. When you use the this keyword, your code is easier to read, especially in larger methods where it might be hard to tell if a variable is in global or local scope.
The this keyword provides self-reference support for all objects, as known from other programming languages.
The main benefits of using the this keyword are that it:
A new CodeCop rule AA0248 is added and enabled by default with severity \"hidden.\" \"Hidden\" means that the rule shows up as three dots in the editor, but not as a diagnostic in the Problem view in Visual Studio Code, or in pipelines. A workspace-wide CodeFixer updates existing code to use the this keyword.
The System Application is converted to use this keyword for referencing methods and globals in the same object.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new properties on a report layout", "Investment area": "Development", "Business value": "The new properties that you add to report layouts give you more flexibility and functionality in your reporting. With the ObsoleteState property, you can mark layouts as deprecated. This property helps ensure a smoother transition and better management of future updates. The ExcelLayoutMultipleDataSheets property enables you to create more complex and customized Excel reports without affecting existing layouts. These enhancements make your reporting processes more efficient, reduce the risk of errors, and save time and resources for your business.
", "Feature details": "The following new properties are available for report layouts:
With the ObsoleteState property, you can mark a layout as deprecated and specify that the layout is removed in a future release. The property appears on the Report Layouts page.
With the ExcelLayoutMultipleDataSheets property, you can set the property for the layout to override the global property on the report object. For reports where you didn't set the global property ExcelLayoutMultipleDataSheets (which the system interprets as false), you can add Excel layouts that use the ExcelLayoutMultipleDataSheets property without risking breaking existing Excel layouts that users added.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"093fc50f-adc8-ef11-b8e8-7c1e5218489c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Truncate table data with new AL method", "Investment area": "Development", "Business value": "The new Rec.Truncate method in AL provides a powerful and efficient way to delete large volumes of data from a table. By bypassing row-by-row deletions, this method significantly improves performance and reduces execution time for data cleanup or reset operations. The method also offers flexibility with options to retain or reset AutoIncrement values and ensures safe usage by enforcing delete permissions. This feature is particularly valuable for scenarios involving bulk data management, helping you maintain optimal system performance and data hygiene.
", "Feature details": "The new AL method Rec.Truncate is available with the record API. This method lets developers delete table rows, matching filters in the most efficient way.
The method has parameters that allow you to:
If the method is used with filters, the platform copies data to a temporary table and moves it back after truncation. Only use filters when you're deleting significant numbers of rows—using filters for smaller deletions creates unnecessary overhead.
Truncate needs delete permission and no security filters on the table for the current user.
The method doesn’t support:
IF Rec.Truncate THEN to fall back to DeleteAll or expose the error).Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use AI agent tools for AL development", "Investment area": "Development", "Business value": "The pace of evolution in AI coding agents has been remarkable. What started as code completion tools has rapidly matured into autonomous agents capable of independently planning, writing, testing, debugging, and deploying code. Coding agents across Visual Studio Code, command line, and repositories can now handle entire development workflows end to end, provided the underlying platform exposes the right tools.
This release wave of investments has been specifically designed to meet that bar for AL development, making Business Central a first-class target for coding agent-driven development. The result is significant: AL developers using coding agents in inner and outer loops are now reporting productivity gains that would have seemed implausible even a year ago. The combination of AL's strongly typed, domain-rich language and the new tool surface means coding agents can navigate, extend, and validate Business Central solutions with high accuracy and minimal human intervention.
", "Feature details": "AI agent tools enable GitHub Copilot and any Model Context Protocol (MCP)-compatible AI agent to perform core Business Central development tasks on your behalf—building, publishing, searching symbols, running diagnostics, and debugging AL extensions—without leaving your editor or workflow.
These tools are designed for two usage surfaces that share a consistent set of tool names and behaviors—the well-known Visual Studio Code experience, and a new MCP for AL, called almcp, that can be used outside of Visual Studio Code—for example, for command line.
| Surface | Description | Best For |
|---|---|---|
| Visual Studio Code Language Model Tools | Tools registered with the Visual Studio Code Language Model Tools API, available to GitHub Copilot in Agent mode and any Copilot-compatible extension | Developers working interactively in Visual Studio Code |
AL MCP Server (almcp) | A stand-alone Model Context Protocol server (altool launchmcpserver) that exposes AL tools over STDIO or HTTP | Headless environments, CI/CD pipelines, AI agents that run outside Visual Studio Code |
The following agentic tools are available across both surfaces. Some tools are exclusive to one surface due to the nature of the operation.
| Tool | Description | Visual Studio Code | AL MCP |
|---|---|---|---|
al_build | Build the AL project and generate the .app package | ✓ | ✓ |
al_compile | Validate AL code without generating an .app (MCP only) | — | ✓ |
al_publish | Publish the extension to Business Central (cloud or on-premises) | ✓ | ✓ |
al_downloadsymbols | Download dependent symbol packages required for compilation | ✓ | ✓ |
al_symbolsearch | Search AL symbols across the project and its dependencies | ✓ | ✓ |
al_getdiagnostics | Retrieve filtered compilation diagnostics | ✓ | ✓ |
al_getpackagedependencies | List the project's app.json dependencies (MCP only) | — | ✓ |
al_debug | Start a debug session without republishing (Visual Studio Code only) | ✓ | — |
al_setbreakpoint | Programmatically add, remove, or toggle breakpoints (Visual Studio Code only) | ✓ | — |
al_snapshotdebugging | Manage snapshot debugging sessions (Visual Studio Code only) | ✓ | — |
al_auth_login | Authenticate to Microsoft Entra ID (MCP only) | — | ✓ |
al_auth_logout | Clear cached authentication tokens (MCP only) | — | ✓ |
These tools, combined with enhanced error handling that provides actionable hints and structured diagnostics via a get_errors tool, mean a coding agent can independently detect and act on compilation failures, iterating on code until it compiles cleanly before proceeding to publish.
Tools also now suggest logical next steps after execution, reducing context switching and allowing agents to chain workflows naturally.
When GitHub Copilot is running in agent mode, it can call AL tools automatically in response to natural-language requests. You can also reference a tool explicitly in Copilot Chat by prefixing its name with #.
As an example, asking \"Find all codeunits related to posting\" will have GitHub Copilot call alsymbolsearch with appropriate filters as input to provide an overview of related codeunits.
The AL MCP server is a stand-alone process that exposes AL agent tools over the Model Context Protocol. It can be launched with the ALTool. You can configure your MCP-compatible agent (for example, GitHub Copilot CLI, Claude Code, a custom agent built on the MCP SDK, or a CI pipeline agent) to launch the command above as an MCP server and have the agent discover available AL tools automatically through the MCP tools/list call.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"04/03/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"baf413f1-591e-f111-8342-7ced8dcf6482", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Record and edit easier with enhanced page scripting tool", "Investment area": "Development", "Business value": "The page scripting tool, widely used by consultants and customer stakeholders, empowers you to define and run user acceptance tests. Based on user feedback, the tool includes improved script recording and editing capabilities that make user acceptance testing easier and more efficient.
", "Feature details": "This release adds improvements to the experience of recording and editing scripts.
Sometimes you need to insert steps in the middle of a script. Before, you had to edit the script file or delete steps until the insert point and then redo them. Now, you can drag the red insertion line to control where the next recorded steps are inserted.
![\"Drag](\"media/page-scripting-insert-point.png\" "\\"Drag")
Sometimes you need to change the order of script steps, like when the flow changes or you insert new steps. Now, you can drag a step to move it.
![\"Drag](\"media/page-scripting-move-steps.png\" "\\"Drag")
Note that moving steps can cause the script to fail if the new order doesn't make sense.
Previously, you could only delete steps from the end of the script. Now, you can delete any step, including those in the middle. The first time you delete a step, you see a warning that this action might break the script.
![\"Delete](\"media/page-scripting-delete-steps.png\" "\\"Delete")
Page scripting supports parameters, which can be values set during execution or passed to other scripts in a suite. Previously, you could only define parameters in the page script YAML file. Now, you can add parameters directly in the UI in the properties section for the script. If a parameter is not set, a dialog prompts you to enter a value during replay.
![\"Define](\"media/page-scripting-insert-parameters_s.png\" "\\"Define")
Before, you could create a suite of scripts that run in a certain order by editing a page script YAML file. Now, you can include other scripts from the Page Scripting pane by entering the relative path to the script. You can't edit inserted script steps in the parent suite script. To pass parameters across included scripts, define them in both the parent suite script and the included scripts.
![\"You](\"media/page-scripting-include-scripts-suite.png\" "\\"You")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the ternary operator when coding in the AL language", "Investment area": "Development", "Business value": "The ternary operator ? :, known from other programming languages, simplifies conditional operations in code. It makes your code easier to read and less verbose. The ternary operator is especially useful for simple conditions. It keeps your code clear and helps you focus on the programming intent. By letting you initialize variables in the same line, the ternary operator makes sure you assign values correctly while keeping your code short. With this release, AL supports the ternary operator.
Use the ternary operator ? : to assign one of two values to a variable, based on the condition in an expression.
Here's an example that compares using if-then-else with the new ternary operator.
![\"Example](\"media/ternaryoperator-s.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable Troubleshooting MCP Server for AL", "Investment area": "Development", "Business value": "The Troubleshooting MCP Server provides partners with an AI‑assisted way to diagnose and understand complex AL runtime issues directly within active debugging sessions. By allowing coding agents such as GitHub Copilot in Visual Studio Code to reason over live execution state using natural language, partners can significantly reduce the effort required to identify root causes in sophisticated scenarios. This capability helps accelerate development and testing cycles, improves the reliability of extensions, and enables partners to troubleshoot deeper system and framework interactions with greater confidence, without changing existing development workflows.
", "Feature details": "The Troubleshooting MCP Server is available during active AL debugging sessions in Visual Studio Code and becomes accessible when execution is paused at a breakpoint or runtime error. In this state, GitHub Copilot, or other coding agents, can use the server to analyze the current execution context and provide insights based on real runtime data rather than static code inspection.
Through the Troubleshooting MCP Server, coding agents can retrieve and analyze the full call stack to explain how execution reached a specific point, including scenarios involving deep or complex call chains across multiple application objects. This makes it easier to trace error origins, understand execution flow, and identify which entry points or tests triggered a failure.
The Troubleshooting MCP Server also enables inspection of variable state across different stack frames, allowing partners to understand why conditions evaluated as they did or how data was passed and transformed between procedures. Variable inspection supports both local and global variables, as well as complex types, helping partners diagnose subtle state‑related issues that are difficult to uncover with traditional single‑frame debugging.
In addition, the Troubleshooting MCP Server can retrieve source code for the relevant execution frame, including system or framework code, enabling analysis of implementation details without manually navigating files. Thus, coding agents can also place breakpoints programmatically based on ongoing analysis, supporting targeted investigations in areas that are otherwise hard to reach.
While the Troubleshooting MCP Server enhances debugging for complex and multilayered scenarios, it's designed to complement—not replace—traditional debugging tools. Interactive step‑through debugging and quick visual inspection remain well-suited for simple issues or for learning code flow, whereas the Troubleshooting MCP Server excels in advanced analysis, multiframe reasoning, and AI‑assisted diagnostics.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"232cd39e-82f0-f011-8407-000d3a13d3fe", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Validate certificates on external web service endpoints called from AL HttpClient", "Investment area": "Development", "Business value": "This feature enhances the security of HTTP calls in your AL applications by validating all server certificates for outgoing web service calls. When you enable certificate validation by default, you get a higher level of trust and security in your communications. If needed, you can disable certificate validation for specific calls. A new telemetry event helps you debug failures. By providing robust security measures and debugging tools, this feature protects your business from potential security threats and ensures smooth, secure operations.
", "Feature details": "To enhance the security of HTTP calls from AL, the AL runtime now validates all server certificates when you call a web service endpoint with the HttpClient data type. Certificate validation is on by default. A server certificate is on the endpoint side. It's not the certificate you attach to a request in AL.
If an app or per-tenant extension needs to turn off certificate validation, add the new property to the HttpClient data type. AL code can turn off server certificate validation for the outgoing web service call.
If the publisher of an app or per-tenant extension needs to debug failing HTTP calls because server certificates can't be validated, add the new telemetry event. The event happens when certificate validation fails.
App and per-tenant extension publishers can disable certificate validation by using a feature management key. In version 27, certificate validation is always on and you can't disable it.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"fbb4dadb-d2ef-ef11-be20-7c1e520b17e5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Make apps that use Base64 encodings faster", "Investment area": "Development", "Business value": "This feature improves the reliability and performance of document and attachment handling by enabling more efficient Base64 conversions without increasing memory usage on the server. Businesses that process larger files, such as PDFs, images, and email attachments, experience fewer session interruptions or failures caused by memory limits, helping ensure that critical processes like document exchange and email distribution run smoothly. The improved conversion capability also reduces processing overhead, which can result in faster execution times for integrations and extensions that handle encoded content. Together, these enhancements support more scalable and stable operations when working with file-based data across customizations and connected services.
", "Feature details": "Get enhanced Base64 encoding and decoding with a new native implementation within codeunit 4110 \"Base64 Convert\", allowing developers to benefit from improved performance and reliability without requiring any changes to existing AL code.
API signatures remain unchanged, ensuring full backward compatibility, while new overloads enable the use of InStream and OutStream parameters with the ToBase64 and FromBase64 methods to support efficient, chunked stream-based processing. This approach eliminates the need to load full file contents into memory as Text variables, significantly reducing the risk of out-of-memory (OOM) crashes when working with larger files such as PDFs, images, or email attachments.
In addition, the native implementation removes the dependency on .NET interop—avoiding reflection and type marshaling overhead—and aligns with ongoing platform investments to replace .NET usage with system codeunits, resulting in more stable server sessions and improved performance across both small and large payload scenarios.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c8a86c37-842b-f111-88b4-7ced8dcf6124", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Troubleshoot clients, apps, and add-ins with telemetry", "Investment area": "Development", "Business value": "This new feature in the Business Central client enhances the overall reliability and user experience by logging exceptions in client add-ins. With this feature, administrators can quickly find and fix issues before they affect users. It helps keep operations running smoothly and reduces downtime. By capturing detailed telemetry data, businesses get valuable insights into the performance and stability of their extensions. This data helps improve user satisfaction.
", "Feature details": "The Business Central client sends a telemetry event when an exception happens in a client add-in. With telemetry, administrators can monitor errors and fix them before users report the issues.
The client logs the following types of information about issues:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get more secure outgoing HTTP calls by default", "Investment area": "Development", "Business value": "This update strengthens security by validating all outgoing HTTP requests made from AL code against server-side request forgery (SSRF) protection rules. By default, requests to loopback and non‑routable addresses are blocked, reducing the risk of unauthorized access to internal network resources.
", "Feature details": "All outgoing HTTP requests made from AL code by using HttpClient are now validated against SSRF protection rules before the request is sent.
By default, requests targeting non‑routable or loopback addresses—such as 10.0.0.0/8, 172.16.0.0/12, 192.168.0.0/16, 127.0.0.0/8, and ::1—are blocked and result in a SecurityException.
In online environments, SSRF protection is always enforced and can't be disabled. In on‑premises environments, as an admin, you can control the behavior by using the following Business Central server settings:
NavHttpClientAntiSSRFEnabled specifies whether anti-SSRF validation is active.NavHttpClientAntiSSRFAllowedAddresses specifies a list of internal IP addresses that are allowed even when anti-SSRF validation is enabled.Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Set up easier in-client performance profiling with schedules", "Investment area": "Development", "Business value": "Three releases ago, we introduced the in-client profiler, a powerful tool for investigating performance issues across extensions. Since then, profiling has become essential for customers, partners, and support to identify application performance problems. It's the main performance troubleshooting tool for partners.
However, because the profiler uses an interactive capture, acquiring a performance profile requires well-defined repro steps and collaboration across stakeholders.
To make it easier and faster for customers, consultants, pro developers, partners, and Microsoft support to capture a profile, this release supports capturing performance profiles automatically and noninteractively in the background. Well-defined schedule rules trigger capture. You can analyze captured profile details later.
", "Feature details": "In addition to the existing interactive way to capture a performance profile, the feature adds a rule-based scheduling mode that captures profiles in the background. The existing interactive way captures a performance profile starts the profile, performs repro steps in the client, stops the profiler, and then analyzes the results.
With the new scheduling mode, a customer admin, consultant, support person, or developer can set up a specific scheduled rule. For example, you can profile as a user and session type for a duration. When you define and enable the rule, the server triggers a profile each time the rule is met. At the end of the duration, the server stops profiling. You can inspect the results to see if there are any performance issues, including intermittent or long-running issues.
Open the Profiler Schedules page to create a new profile rule schedule. The page lists the defined schedules and the additional schedule details. You can create a new schedule.
![\"List](\"media/performance-profiler-profile-schedules-s.png\" "\\"List")
When you create a new profile capture schedule, you define rules and settings for the schedule:
The following example shows how to set up a schedule for capturing profiles for a specific user's browser activity for a five-day period.
![\"Setting](\"media/performance-profiler-profile-schedule-2-s.png\" "\\"Setting")
When you define, enable, and run profile schedules, you can view all captured profiles in the Performance Profiles list page. You can open a selected profile for detailed analysis, similar to the experience in the in-client performance profiler.
![\"List](\"media/performance-profiler-profiles-small.png\" "\\"List")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the new continue keyword for AL loops", "Investment area": "Development", "Business value": "To make AL loops easier to write and read, you can now use the continue keyword in AL loops to go to the next iteration. This behavior is like other major programming languages.
Like many other programming languages, AL now supports using continue in loops to trigger the next loop iteration. Before, only the break keyword was supported. The break keyword cancels the whole loop. The continue keyword skips the current loop iteration and goes to the next iteration.
To avoid a breaking change, the compiler doesn't support the continue keyword in loops if the context has a member called continue member, such as a method or field. The compiler warns about this restriction but still lets you declare object types with the name continue.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Mock outbound HttpClient web service calls during testing", "Investment area": "Development", "Business value": "To make it easier to test AL code that calls outbound web services, you can now mock those calls. With this feature, you can hardcode return values for calling code during tests without making the actual outbound web service call. Mocking calls is especially valuable when you test Copilot and AI features. Developers can write unit tests for these features without connecting to Azure OpenAI Service, so you save token consumption. This feature is available only for on-premises instances, including containers used for automated testing.
", "Feature details": "AL developers can mock HttpClient Get, Put, Delete, and Post calls in unit tests. By adding a handler function, you can intercept HttpClient calls and easily substitute the responses for HttpClient calls in unit tests.
When you add an HttpClientHandler to a test method, the handler intercepts every HTTP request that occurs during the execution of that test. The handler receives a TestHttpRequestMessage that contains information about the HTTP request. It also receives a TestHttpResponseMessage that contains the mocked HTTP response values that the handler updates. The handler returns a Boolean value that indicates whether to fall through and issue the original HTTP request (true) or to use the mocked response (false).
The TestHttpRequestPolicy property on test codeunits determines how outbound HTTP requests are treated during test execution. It supports the following values:
BlockOutboundRequests: Any HTTP request issued during the test execution that an HTTP client handler doesn't catch and handle raises an exception.AllowOutboundFromHandler: An HTTP client handler catches all HTTP requests issued during the test execution. The handler can allow the request to go through and issue the original request to the external endpoint.AllowAllOutboundRequests: The test execution allows all outbound HTTP requests.The following example shows a codeunit that makes an external web service call and a test codeunit that intercepts and mocks the call. Notice the use of the HttpClientHandler in the test codeunit.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0c4313b6-8da2-ef11-8a6a-6045bddb73b3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new AL project templates for creating Copilot features in Visual Studio Code", "Investment area": "Development", "Business value": "To speed up AL project creation in Visual Studio Code, we added a command that lets you select predefined project templates. In this release, partners can't provide their own templates. We added two Copilot samples that align with the GitHub sample repositories. These samples make it easier to build new Copilot features in Business Central. We also added the classic Hello World AL project.
", "Feature details": "To create a new template-based AL project in Visual Studio Code, use the AL: New Project command. The shortcut is Alt+A Alt+P.
When you run the command, choose to create Copilot sample apps or the classic Hello World AL project.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c841c3a2-48ee-ef11-be20-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Download symbols from NuGet feed", "Investment area": "Development", "Business value": "To support development without having direct connection to an NST or to share symbols, you can now download symbols from feeds instead of from an NST specified in the active launch configuration.
", "Feature details": "A new command, AL: Download symbols from global sources, allows downloading app packages directly from Microsoft's public NuGet feeds, or optionally from custom feeds if this is set up.
Country/region-specific packages are supported, using the al.symbolsCountryRegion setting, giving developers flexibility when working with localized or external apps.
Custom NuGet feeds can be configured through al.customNugetFeeds, with the option to restrict downloads to custom feeds only using al.useOnlyCustomFeeds.
Usage
Feature settings
You can control how symbol feeds are handled via these new settings.json entries in Visual Studio Code.
al.nuget - Feeds array of custom NuGet feed URLs to search for symbol packages. These feeds are checked after the built-in Microsoft feeds. Each URL should point to a public NuGet v3 feed that doesn't require authentication.al.useOnlyCustomFeeds - Boolean. When true, only the feeds specified in al.nugetFeeds are used. Built-in Microsoft feeds are ignored.al.symbolsCountryRegion - Country/region code for localized symbol packages. Use ISO 3166-1 alpha-2 codes (for example, us, de, dk) or w1 for worldwide. If not specified, you will be prompted during download.Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Overloaded JsonObject data type GetValue method", "Investment area": "Development", "Business value": "To work more efficiently with JSON in AL, access JSON data through the AL API with a new set of overloaded JsonObject GetValue methods.
", "Feature details": "The API for accessing JSON data now includes methods that you can use instead of always reading data through a JsonToken.
For JsonObject instances, use:
value := GetBoolean(Key: Text [; DefaultIfNotFound: Boolean]) value := GetByte(Key: Text [; DefaultIfNotFound: Boolean]) value := GetChar(Key: Text [; DefaultIfNotFound: Boolean]) value := GetInteger(Key: Text [; DefaultIfNotFound: Boolean]) value := GetBigInteger(Key: Text [; DefaultIfNotFound: Boolean]) value := GetDecimal(Key: Text [; DefaultIfNotFound: Boolean]) value := GetOption(Key: Text [; DefaultIfNotFound: Boolean]) value := GetDateTime(Key: Text [; DefaultIfNotFound: Boolean]) value := GetDate(Key: Text [; DefaultIfNotFound: Boolean]) value := GetTime(Key: Text [; DefaultIfNotFound: Boolean]) value := GetDuration(Key: Text [; DefaultIfNotFound: Boolean]) value := GetText(Key: Text [; DefaultIfNotFound: Boolean]) value := GetArray(Key: Text [; DefaultIfNotFound: Boolean]) value := GetObject(Key: Text [; DefaultIfNotFound: Boolean]) For JsonArray instances, use:
value := GetBoolean(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetByte(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetChar(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetInteger(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetBigInteger(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetDecimal(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetOption(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetDateTime(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetDate(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetTime(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetDuration(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetText(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetArray(Index: Integer [; DefaultIfNotFound: Boolean]) value := GetObject(Index: Integer [; DefaultIfNtFound: Boolean]) Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "View SQL call information in performance profiles", "Investment area": "Development", "Business value": "Understanding SQL performance when troubleshooting in the cloud without direct SQL access can be hard. Now you have the capability to track SQL calls, both when using the in-client profiler in the web client as well as when capturing snapshots from Visual Studio Code. This will help consultants and developers to faster identify and troubleshoot SQL issues in customer production environments, providing a better customer experience.
", "Feature details": "You can now see which calls are made to SQL during a performance profile, and therefore better assess whether bad performance is due to AL code inefficiencies or resulting SQL calls.
SQL call information is supported both in profiles captured in the client (interactively or via scheduled profiling), and Visual Studio Code via snapshots. Note that only sampling mode is supported, so this needs to be set for the Visual Studio Code snapshot capture—it's the only mode supported in-client and therefore implicitly set there.
For scheduled profiles, in the Performance Profiles overview page you can see the total duration of captured SQL calls in partner code, number of calls, and the duration of platform calls.
![\"List](\"media/profilersql-overview_s.png\" "\\"List")
When drilling into a specific profile, you can see the actual SQL calls that are made. You can hover over them and copy the queries.
![\"When](\"media/profilersql-call-stack_s.png\" "\\"When")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Run AL tests from Visual Studio Code", "Investment area": "Development", "Business value": "Visual Studio Code provides a rich set of features for testing your code. You can automatically discover tests in your project, run and debug your tests, and get test coverage results. You can even use GitHub Copilot chat as well as a coding agent in Visual Studio Code to assist with setting up the testing framework for your project, generate test code, and fix failing tests.
Until now, however, you haven't been able to discover and run AL tests in Visual Studio Code. With this release, we are adding that ability, making it much more seamless for developers (or other technically fluent personas) to use Visual Studio Code to discover and run AL tests, whether manually or as part of using a coding agent, such as GitHub Copilot.
", "Feature details": "Developers and other technically fluent personas building extensions for Dynamics 365 Business Central can now discover and run AL tests directly inside Visual Studio Code, without switching to an external test runner or the Business Central web client. This tighter integration with the IDE reduces context-switching, shortens feedback loops, and makes it easier to adopt test-driven development practices.
Learn more about the Test Explorer and running tests in Visual Studio Code.
The Test Explorer automatically detects test codeunits and test methods in the active workspace. To explore and run tests:
How tests are run depends on the chosen run profile, as summarized here:
| Profile | Description |
|---|---|
| Publish & Run (default) | Publishes the test project and any changed dependencies before running the selected tests. |
| Run | Runs the selected tests without republishing the project. |
| Run & Debug | Publishes the test project and starts a run with the debugger attached. |
| Coverage (Procedure) | Runs the selected tests and collects procedure-level code coverage. |
When the Coverage (Procedure) profile is used, the test run tracks which procedures and triggers each test invokes. Results are provided as CodeLens annotations on the relevant procedures. Clicking a CodeLens reruns only the tests that covered that procedure—useful for quickly validating a targeted change.
Running tests from Visual Studio Code is supported in online sandbox environments and local (on-premises) server installations. Running tests on production environments isn't supported, as it might affect business operations.
Tests run from Visual Studio Code don't execute under an AL test runner codeunit. As a result:
RequiredTestIsolation property on the test codeunit. If not set, it defaults to Codeunit level isolation.Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add default namespace and sort using statements by namespace with new code actions", "Investment area": "Development", "Business value": "We added namespaces previously to AL, but adding namespaces to existing code can require some work. To make it easier to adopt namespaces for existing code, we've added a code action that assigns namespaces based on a template.
", "Feature details": "We've introduced a new code action to fix CodeCop rule AA0247 by adding namespaces to AL files that are missing them.
The namespace is resolved in this order:
al.namespaceTemplate setting. The $(parentfolder) placeholder can be used to dynamically insert the directory of an AL file.namespaceTemplate isn't defined or any part of it doesn't resolve to a valid identifier name, the system attempts to determine the namespace from sibling files (AL files in the same folder) by parsing their namespaces and using the longest common part.publisher.projectname.publisher.projectname doesn't resolve to a valid namespace name, no namespace is added.In addition, we added a code action to sort using statements alphabetically by namespace.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Attach to and debug Business Central agent sessions", "Investment area": "Development", "Business value": "We recently released to public preview the ability for partners to design and code Business Central agents. To help debug agent functionality, we're adding the ability to attach to agent sessions in Visual Studio Code launch configurations.
", "Feature details": "To help debug agent functionality, it's now possible to attach to agent sessions and debug the AL code they're executing. To do so, the new client type Agent has been introduced, along with two new launch configurations to attach to an agent session on a cloud sandbox or on your own server.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/03/2026", "GA date":"04/03/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b9bd9ceb-6033-f111-88b4-000d3a54cce0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "View build metadata in Extension Management page", "Investment area": "Development", "Business value": "When we introduced the Source and Build properties in Business Central 2024 release wave 1, you got better traceability for extensions you create in DevOps pipelines. You can quickly find the source repository, commit ID, and build system you used to create the extension. With Business Central 2024 release wave 2 and this new release, you get even more information to help you identify and resolve issues, access information about extensions, and share that information.
", "Feature details": "To help track extensions that you create as part of DevOps pipelines, we introduced the Source and Build properties in the app.json manifest file of extensions in Business Central 2024 release wave 1. With these properties, you can easily find the relevant source repo, commit ID, and build system used to create the extension. In Business Central 2024 release wave 2, we added the ability to view Source information on the extension card in the Extension Management page. In 2025 release wave 1, we added the Build information.
The details card page for extensions in the Extension Management page now includes the Build information. The Build information has two parts: by tracks the build agent, and url specifies the URL to the build system invocation where the build is located.
For more information about the source and build information, see Track source and build metadata on extensions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2bb745a6-76a2-ef11-8a69-7c1e520a48ea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Running objects in actions defaults to UI descriptors on target object", "Investment area": "Development", "Business value": "When you add actions that run pages and reports in AL, you specify the AboutText and AboutTitle properties. To keep consistency and enable reuse, these actions now default to the AboutText and AboutTitle of the report or page object you target when the action appears in the Report Explorer. This change also makes sure that existing actions get the AboutText and AboutTitle from the targeted object. For pages, actions to reports default to the Tooltip on the target report.
", "Feature details": "When you specify the RunObject property in an action and refer to a page or report, the action uses the AboutText and AboutTitle properties from the targeted page or report application object in the Report Explorer. If you specify these properties on the action itself, the action uses those values. This behavior ensures consistency and reuse in the Report Explorer, even for existing actions.
On pages, actions that refer to reports default to the \"Tooltip\" defined on the target report. To support this behavior, you can set the ToolTip property on reports.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Work with multiline strings in AL", "Investment area": "Development", "Business value": "When you develop AL, you sometimes use very long strings. Previously, you had to write these strings in one line, which made it hard to read the content. In this release, we added support for strings that span multiple lines. You can now format string content in a way that's easier to read. This feature is especially helpful when you work with structured string content, such as JSON content.
", "Feature details": "You can now write a string in AL that spans multiple lines by prefixing it with @. This feature lets you write the string in a more readable form. Use it when the string contains structured formats, like JSON content.
When you use this option, avoid adding extra white space, such as indenting lines. The white space becomes part of the string.
The following example shows how to use this feature when you assign a JSON template structure to a text variable. The example uses @ at the start of the string to indicate a multiline string.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Hide Copilot summaries", "Investment area": "Development", "Business value": "Whether users are looking at customer details, a large order, or any other record, they might spend a lot of time trying to understand the current state of their data and the fields that matter. The summarize with Copilot feature from 2025 release wave 1 summarizes a record into a few brief sentences, so users don't spend as much effort to get insights from data. This is displayed automatically in most details pages. However, summaries aren't always valuable on custom pages designed for highly specific purposes, such as dashboards, or when the page is used as a canvas for control add-ins. As a developer, you can now hide the summary FactBox on pages of your choosing.
", "Feature details": "With a few lines of AL code, developers can hide a Copilot summary FactBox on a page of type Card, Document, or ListPlus.
Refer to instructions with code samples for more information.
We're excited to have you with us on our Copilot journey.
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at aka.ms/bcIdeas, or join the partner community discussion on the Dynamics 365 Business Central Partner Community Network on Viva Engage (formerly Yammer) to help us shape the future of AI in Business Central.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"f3242baf-027d-f011-b4cc-6045bda8eaa9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Specify and use full-text search indexes on table fields", "Investment area": "Development", "Business value": "With the new full-text search metadata on table fields, AL developers can greatly enhance data search features. This enhancement makes search easier and faster for users. By providing more precise and relevant search results, this feature boosts user satisfaction and productivity.
", "Feature details": "As an AL developer, you can now specify which table fields to include in full-text search indexes on the database. When you specify these fields, the search features in Dynamics 365 Business Central become faster and provide better search capabilities. These features include:
To specify full-text search, set the OptimizeForTextSearch property on fields in tables or table extensions.
In AL code, use the new && filter syntax in the SetFilter() method. For example:
FieldRef.SetFilter('&&' + SearchString + '*') This syntax supports a subset of SQL Server’s CONTAINS operator.
Use the new OptimizedForTextSearch property on the Field virtual table and IsOptimizedForTextSearch property on variables of the FieldRef data type.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Search, navigate and use app symbols as context for GitHub Copilot", "Investment area": "Development", "Business value": "You can search AL objects in downloaded symbol package files from within Visual Studio Code. This feature makes it much easier to find related objects for inspection, troubleshooting, or inspiration. Use it as context when you work with GitHub Copilot to get better suggestions based on existing code.
", "Feature details": "You can now search objects from downloaded symbol packages through the Open Symbol by Name functionality (Ctrl+T).
This feature makes it easier to find objects and open the source when the symbols include source code.
It also empowers GitHub Copilot in Visual Studio Code. You can open the source for selected related symbols to use as context for Copilot Studio when you write your own code, so you get better suggestions.
You can also take advantage of improved performance when searching workspace symbols to support the larger number of available symbols.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"35a95e37-abee-ef11-be20-7c1e5201c17c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Extend CardPageId on list and listpart pages", "Investment area": "Development", "Business value": "You can't modify several page properties by using page extensions. This restriction mainly prevents race conditions that happen when multiple extensions try to modify the same property. However, some properties can be modified. We received many votes on Ideas for those properties. One of the most popular requests is to extend the CardPageId property on list and list part pages. You can add a card page when an existing list doesn't have a card page, or you can replace the card page with a different card page. In this release, you can extend the CardPageId property.
", "Feature details": "You can now change the CardPageID property on list and list part pages by using a PageExtension object. With this change, you can choose which card page appears when a user double-clicks an item on a list or list part page.
If the base page already has the property, the value you set in the PageExtension replaces it. If multiple PageExtension objects change the property, the change in the last extension takes effect. Because per-tenant extensions apply after AppSource apps, you can resolve any conflict between multiple AppSource apps that set the same CardPageId in a per-tenant extension. This conflict rarely happens.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Activate sales channels in Shopify Connector", "Investment area": "Ecommerce", "Business value": "Businesses often sell different products through different sales channels. When you activate specific channels, you simplify workflows and get full control over how you share products across different sales channels.
", "Feature details": "When you publish products from Business Central to Shopify, you can now choose which sales channels to activate directly from the Shopify Sales Channels page. On the new Shopify Sales Channels page, you can access all available channels in Shopify, just like you do with Locations or Languages. Just activate the channels you want. The Shopify Connector handles the rest. If you didn't set up this page yet, don't worry. Your products default to the Online Store.
![\"Shopify](\"media/saleschannels2.png\" "\\"Shopify")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Export items to Shopify with product options based on item attributes", "Investment area": "Ecommerce", "Business value": "Enjoy precise control over how your product catalog appears in Shopify. Instead of exporting all item information as unstructured text, you can now define clear product options that customers can select when shopping online. This control improves the shopping experience by presenting products with proper variant selectors rather than listing each variant as a separate product.
For businesses managing complex product catalogs with multiple attributes, this capability reduces manual work in Shopify. You maintain your item attributes in Business Central and let the connector handle the proper structure in Shopify. This approach keeps your data consistent across both systems and reduces errors that occur when managing variants separately in each platform.
", "Feature details": "When you export items from Business Central to Shopify, you can now designate up to three item attributes as Shopify product options. This capability allows you to define products in Shopify with independent options like color, size, or material to create variants based on different combinations of these attributes.
This capability lets you control how item attributes translate to Shopify's product structure. When you mark an item attribute with the Incl. in Product Sync field set to As Option, the connector exports that attribute as a Shopify product option during synchronization. Each item variant with different attribute values becomes a distinct Shopify variant with properly structured options.
For example, if you have a t-shirt item in Business Central with Color and Size attributes marked as options, the export creates a Shopify product with Color and Size as options you can select. Each item variant (Red/Small, Red/Large, Blue/Small, Blue/Large) appears as a separate variant in Shopify with the correct option values.
You configure item attributes at the item level in Business Central. When you're ready to sync:
The connector validates your configuration before export. If you try to export an item with more than three attributes marked as options, Business Central skips the item and logs the reason in the Shopify Skipped Entries page. Similarly, if you have duplicate attribute value combinations across variants (such as two variants that both have a Color attribute set to Black), the export fails with a clear explanation in the log.
When you add a new item as a variant to an existing Shopify product using the Add Item as Variant action, the connector verifies that the new item has the same attribute structure as the original product and that the attribute value combination is unique.
This feature isn't available when you turn on the UoM as Variant toggle in the Shopify Shop card. Conversely, if you have item attributes configured for synchronization, you can't turn on the UoM as Variant toggle. This mutual exclusivity prevents conflicts between two different variant management approaches.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"601f50a3-ba03-f111-8407-6045bda6ff5d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Sync images of product variants between Business Central and Shopify", "Investment area": "Ecommerce", "Business value": "Ensure that product variants show the correct images in Shopify after you synchronize. Including images of variants reduces manual maintenance and helps you present products in a way that better supports purchasing decisions.
", "Feature details": "This feature adds support for synchronizing images of item variants in Business Central with their corresponding product variants in Shopify. Previously, you could only synchronize images of items to products. When you work with products that include variations, such as different colors, materials, or styles, you can now ensure that each variant displays the correct image in Shopify.
When you synchronize images from Shopify, Business Central imports variant-specific images and saves the related item variant. When you synchronize images to Shopify, the image assigned to each item variant in Business Central is uploaded and linked to the correct product variant in Shopify.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42f21928-b003-f111-8406-7ced8dd732f6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Synchronize market-specific prices with Shopify", "Investment area": "Ecommerce", "Business value": "Increase conversion rates by using familiar pricing and currency formats when you sell to international customers. Get a list of catalogs that Shopify defines for markets. Quickly set price calculation settings, and easily trigger a price update for catalogs.
", "Feature details": "If you use Markets in Shopify, you can set up the connector to sync prices for Shopify catalogs that link to those markets.
To sync catalogs from Shopify, select Get Catalogs on the Shopify Market Catalogs page.
To sync prices for market catalogs, follow these steps:
On the Shopify Market Catalogs page, select the entry where you want to define and export prices. Fill in the fields as needed. The following table describes the fields.
| Field | Description |
|---|---|
| Customer Price Group | Determines the price for an item in Shopify. The sales price for this customer price group is used. If you don't specify a group, the price on the item card is used. |
| Customer Discount Group | Determines the discount to use when calculating the price of an item in Shopify. The Price field shows discounted prices, and the Compare at Price field shows the full price. |
| Allow Line Disc. | Specifies whether to allow a line discount when calculating prices for Shopify. This setting applies only to prices on the item. Prices for the customer price group have their own toggle on lines. |
| Prices including VAT | Specifies whether price calculations for Shopify include VAT. |
| VAT Business Posting Group | Specifies which VAT business posting group to use to calculate prices in Shopify. Use the group for domestic customers. |
| Currency Code | Specifies the currency code for the catalog. |
Enter the settings, turn on the Sync Prices toggle, and select Sync Prices to synchronize catalog prices.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Import and export more data using Shopify metafields", "Investment area": "Ecommerce", "Business value": "Metafields give you a flexible way to add and store extra information about a Shopify resource, such as a customer or company. You can synchronize and manage metafield data from Business Central by using the UI or the extensibility model to map fields or related entries in Business Central to metafields in Shopify.
", "Feature details": "Shopify's platform includes data models for basic commerce concepts. However, commerce is diverse and often requires more complex or specific data models. With the custom data platform, you can extend Shopify's data models and create your own data models by using metafields. Metafields give you a flexible way to add and store extra information about a Shopify resource, such as a product, customer, or company. You can store almost any type of extra information in metafields. Some examples are preferences, credit limit, loyalty program, social media links, or segment information.
You can import and export data stored in metafields into Business Central. Also, an extensibility model is available that lets developers map standard or custom fields, attributes, or other related entries in Business Central to metafields in Shopify.
You can edit metafields on the Shopify Metafields page. Open this page from the Shopify Customers, Shopify Customer Card, Shopify Companies, or Shopify Company Card pages.
![\"Shopify](\"media/shopify_metafiedscustomer.png\" "\\"Shopify")
Note
You can edit the Shopify Metafields page in the following cases:
When you add a new record, the connector immediately sends a request to Shopify. It stores the entry only when it gets a response with the Shopify ID for the metafield. You can't edit types that have AssistEdit functionality defined directly on the line.
Based on feedback, we added enhancements to Shopify Metafields such as Customer, Companies, Products, and Variants. You can now set the content type to Customer or Company.
![\"Get](\"media/shopify_metafiedsreferences.png\" "\\"Get")
If you define standard metafields, use the Get Metafield Definitions action to get the list from Shopify. The action imports all supported metafields. You just need to update the values.
The new Sync Product/Variant Metafields to Shopify, Sync Customer Metafields to Shopify, and Sync Company Metafields to Shopify actions on the Shopify Shop Card page let you choose whether to sync metafields when you sync to or from Shopify. These settings can help sync performance if you don't use metafields but have large product or customer lists.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"10c05ecd-e7ab-ef11-b8e8-0022481e26ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Assign custom collections to items exported to Shopify", "Investment area": "Ecommerce", "Business value": "Product collections in Shopify help organize products into logical groups, improving navigation and product discovery for buyers. Collections are often used to highlight seasonal items, group products by category, or apply specific tax rules. By enabling synchronization and default assignment of collections, this feature reduces manual work, ensures consistent product categorization, and supports compliance scenarios such as applying reduced VAT rates. Businesses benefit from better storefront organization, faster product publishing, and improved customer experience.
", "Feature details": "This feature enables you to synchronize custom product collections from Shopify into Business Central. You can import available collections from your Shopify store and manage them on the Shopify Custom Product Collections page. From this page, you can:
One thing to note, however, is that Shopify lets you define Custom and Smart collections. This feature doesn't cover Smart collections because they're rule-based and can't be manually assigned.
You can also use multiple product tax or VAT rates. Some product categories are eligible for reduced tax rates, such as pharmaceutical products or children's clothing and footwear. You can use the tax override feature in Shopify to specify that and custom collection is a key element for that. Learn more at Tax overrides and exemptions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a62ceef4-0bcb-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the latest update for the Shopify connector", "Investment area": "Ecommerce", "Business value": "The latest update for the Shopify connector includes changes from Shopify, such as bulk variant handling and new product information management. In addition to these changes, we added multiple enhancements based on feedback from our community.
", "Feature details": "Shopify releases a new API version every three months at the beginning of the quarter. Shopify supports each version for 12 months. Updated versions might contain important changes. To take advantage of these changes, update Shopify API versions in major releases of Business Central. Typically, new versions of APIs increase stability and security. They also enable additional capabilities. Starting with this release, the Shopify connector uses the Shopify API that was released in January 2025.
Important
The Shopify connector released in 2024 release wave 2 (October 2024) relies on API 2024-07. Shopify supports this API until July 1, 2025. To continue to use your integration, upgrade to the latest version of Business Central before this date.
Shopify deprecated singular product variants in favor of bulk versions. Now, the Shopify connector creates or updates variants in bulk. This change improves the overall performance of the connector because a single call handles hundreds of updates. This change affects the initial creation of products with variants and scheduled updates of Shopify products and variants.
Starting with this release, the Price Including VAT toggle in the Shopify Shop Card page no longer affects the creation of sales documents. The app gets the information about whether prices include tax directly from Shopify. This information is helpful when you sell to different markets and use the Include or exclude tax based on your customer's country setting in Shopify Admin.
Important
For merchants using the US or Canadian localizations, select Include sales tax in product price and shipping rate in Shopify Admin. If you select this setting, you can't convert imported orders into sales documents because Business Central doesn't support backward sales tax calculation.
If you select this field and don't charge taxes, you can turn off the VAT (Tax) Included field in the Shopify Order page and proceed.
To simplify troubleshooting, you can inspect tax lines from the Shopify Order page.
![\"Shopify](\"media/ordertaxlines.png\" "\\"Shopify")
Order synchronization now supports the Ship-to, Bill-to, and Sell-to Countries filters, and the Tax Amount filter. These filters are useful for merchants in the European Union who sell to B2B customers in other EU member states. Because of reverse charges, the order doesn't include VAT.
For more information about rules like this, see Different processing rules for orders.
The Shopify Orders to Import page now shows the newest orders first.
![\"Shopify](\"media/orderstoimport.png\" "\\"Shopify")
Use this page to troubleshoot issues with order imports. You can review the available orders and take the next steps:
Shopify is moving from REST to GraphQL. In this release, Shopify deprecates endpoints for the Country and Province resources. The Shopify connector uses that information to fill the Shopify Customer Templates page with a list of countries where shipping is allowed. This feature still works because the Shopify connector gets this information from the shop properties.
Shopify can't get the list of associated provinces. The Shopify connector includes the list of provinces as setup data. Several countries require a province code to validate address information. Because Business Central doesn't enforce the use of the Country field or validate the content, the Shopify connector uses the County Code field in the Shopify Shop Card with the Shopify Tax Area page to get a province code when you create a customer or company in Shopify.
Shopify requires a state or province for the following countries:
Note
Great Britain has provinces, but you don't need to include a province in addresses.
We implemented improvements that enhance the general usability of the connector.
After you import a Shopify order to Business Central, you can create a sales document automatically or manually. You can create a sales invoice if you fulfill the Shopify order, or a sales order if you handle fulfillment in Business Central. When you create a sales document, the document number synchronizes to Shopify as an order attribute.
People who work with Shopify Admin find it useful to see whether orders synchronize to Business Central. In some cases, such as high-load environments, turn off synchronization. Use the new Add Business Central Doc. No. as Attribute toggle to control synchronization.
![\"Document](\"media/docno-as-attribute.png\" "\\"Document")
The previous release gives you a new way to handle risk assessments. Shopify now supports two levels and external providers. The connector still imports both risk and sentiments. However, the connector didn't have a single value that represents the risk associated with an order. To fill that gap, the release adds a High Risk field to the Shopify Order and Sync Orders from Shopify request pages. The field is Boolean. Enable it when an order is high risk.
The Request Data and Response Data on the Shopify Log Entry page, and Json Data in the Shopify Data Capture List now use a rich text control that shows more information. This change makes troubleshooting simpler.
The Create Shopify Fulfilment Service action is now on the Shopify Locations page. With this action, you can create fulfillment service locations when you map locations.
The Enable using bulk operations for Shopify connector feature is now mandatory. You can't disable this feature. The feature affects price synchronization. With this feature, the connector synchronizes prices in bulk.
You can check the status of the synchronization on the Shopify Bulk Operations page.
![\"Shopify](\"media/shopifybulkprice.png\" "\\"Shopify")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the latest update for the Shopify Connector", "Investment area": "Ecommerce", "Business value": "The latest update for the Shopify Connector includes changes from Shopify, such as bulk variant handling and new product information management. In addition, we've added multiple enhancements based on feedback from our community.
", "Feature details": "Shopify releases a new API version every three months at the beginning of the quarter, and supports each version for 12 months. The updated versions might contain important changes, so it's important to uptake Shopify API versions in major releases of Business Central. Typically, new versions of APIs increase stability and security, and enable additional capabilities. Starting with this release, Shopify Connector uses the Shopify API that was released in July 2025.
Important
The Shopify Connector released in 2025 release wave 1 (April 2025) relies on API 2025-01, which was supported until December 31, 2025. To continue to use your integration, upgrade to the latest version of Business Central.
Cash transactions on Shopify point of sale (POS) automatically round to the nearest available denomination in countries that don't use small coins. Only cash payments are rounded. Non-cash payments aren't rounded. Cash rounding automatically applies to the final total, after discounts and taxes are applied on all cash payments or refunds on Shopify POS. Cash rounding also applies to refunds and exchanges. For example, in Canada, if an order payment is $9.99 CAD, the cash rounding adjustment is +$0.01 CAD and the rounded payment is $10.00 CAD. If the order is partially refunded with $5.02 CAD in cash, the cash rounding adjustment is -$0.02 CAD and the rounded refund is $5.00 CAD.
Shopify Connector imports cash rounding adjustments in the Shopify order in the Payment Rounding Amount field, and transactions in the Rounding Amount and Rounding Currency fields.
Cash rounding will be added to the sales document G/L account. The G/L account defined in the TIP/Cash Rounding Account No. field is used.
You can export posted sales invoices to Shopify so that buyers can sign in to Shopify and access all their invoices, regardless of which app they were created in. Currently, lines of the type Items export as custom products in Shopify. The weight comes from the Net Weight field of the sales invoice line. The value in the Weight Unit field on the Shopify Shop Card page is used as a unit of measure.
We added fulfillment statuses in the Fulfillment Status field on the Shopify Order page:
The following changes don't affect your interaction with Shopify Connector. We're listing them in this article just for reference:
To improve clarity, we changed the caption of the toggle and its tooltip to highlight its exact purpose.
Run Syncs in Background specifies whether synchronization tasks run in the background. This setting allows you to continue working while Business Central synchronizes large amounts of data. For demos or troubleshooting, consider turning it off to view synchronization progress in real time and receive detailed error dialogs if issues occur.
The caption of the report aligns with the caption of the action on the Shopify Shop Card page.
Shopify deprecated singular product variants in favor of their equivalent bulk versions. Now, Shopify Connector creates or updates variants in bulk. That change improves overall performance of the Connector because hundreds of updates happen in a single call. This change affects the updates of Shopify products with variants.
Shopify Connector ignores information specified in the Country/Province field in Business Central when it exports customers and companies to Shopify if they're located in countries where Shopify doesn't require a state or province. From a practical perspective, the system doesn't show the message Can not export customer XXXXX. The length of the string is 22, but it must be less than or equal to 10 characters. Value: xxxxxxxxxxx, field: State. in countries outside of the list of locations where Shopify requires a state or province:
Use the Archive Processed Shopify Orders toggle on the Shopify Shop Card page to specify whether Shopify Connector archives orders on Shopify after they're processed and under certain other conditions. For example, when payments and fulfillment status are met. In some cases, for example, if other apps are installed, after importing and processing an order in Business Central, you want to keep the order open on Shopify, even if it is completely paid and fulfilled.
The App location—Business Central Fulfillment Service—isn't required by Shopify for importing and exporting fulfillment details. Shopify Connector won't automatically register Business Central Fulfillment Service in Shopify Admin during synchronization of orders or shipments. You can still do that manually if needed by choosing the Create Shopify Fulfillment Service action on the Shopify Locations page.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e8b3b248-9660-f011-bec2-6045bdd3ff2a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Define sell-to and bill-to customer details per company location", "Investment area": "Ecommerce", "Business value": "The Shopify connector lets you export customers from Business Central as B2B company locations in Shopify. When you use the Sell-to Customer and Bill-to Customer fields on the company location level, you get more flexibility and convenience for managing customer information across both applications.
", "Feature details": "The new Customer No. and Bill-to Customer No. fields with table relations to the Customer table are available on the Shopify Company Location page. By default, the fields are empty. When you import a Shopify order that has a B2B company and location, the process maps the sell-to and bill-to customers in those fields.
The following table shows different examples of customer mappings.
| Case | Value in the Customer No. field in the Shopify Company | Value in the Customer No. field in the Shopify Company Location | Value in the Bill-to Customer No. field in the Shopify Company Location | Proposed value for Sell-to Customer No. field in the Shopify Order | Proposed value for Bill-to Customer No. field in the Shopify Order |
|---|---|---|---|---|---|
| 1 | 10000 | blank | blank | 10000 | 10000 |
| 2 | 10000 | 20000 | blank | 20000 | 20000 (same as Customer No. in Company Location) |
| 3 | 10000 | 20000 | 30000 | 20000 | 30000 |
| 4 | 10000 | blank | 30000 Not supported. Must be blank or Sell-to must have value | 10000 (same as 1) | |
| 5 | blank | blank | blank | blank | blank |
When you select the Add customer as Shopify Location action, you can add customers as company locations. The customer you select must not already be exported.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b09764ce-d54b-f011-877a-7c1e525b5e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use checkout currency when you create sales documents from Shopify orders", "Investment area": "Ecommerce", "Business value": "This capability gives you accurate currency handling for Shopify Markets and other multi‑currency scenarios. You avoid unnecessary currency conversions and preserve the exact amounts your customers paid at checkout. By using the currency that best fits your operational and accounting needs, you get easier reconciliation across Shopify and Business Central.
", "Feature details": "You can control whether Business Central creates sales documents from Shopify orders in the shop currency or in the customer’s checkout (presentment) currency. This gives you full flexibility when working with Shopify Markets or any store that sells in multiple currencies.
A new Currency Handling setting on the Shopify Shop Card lets you choose:
When you select Presentment currency, Business Central uses the currency and amounts that the customer saw and paid during checkout when it creates sales orders and credit memos. The amounts in local currencies are calculated based on the exchange rates defined in Business Central. Business Central stores the choice of currency handling on each Shopify order at processing time.
When you import Shopify orders, Business Central retrieves both the shop currency and the presentment currency with their amounts.
If the Shopify Shop Card is set to Presentment currency, sales orders and credit memos use the presentment currency and corresponding amounts.
The Suggest Payments function also uses presentment currency when applicable.
Pages such as Shopify Orders, Order Lines, Shipping Charges, Refunds, Transactions, and Returns display presentment currency fields whenever the order or shop uses presentment currency. Shop currency values remain visible for reference.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the latest update for the Shopify connector", "Investment area": "Ecommerce", "Business value": "This capability keeps your Shopify integration up to date with a supported API version while adopting important improvements from Shopify. You benefit from more reliable inventory updates, improved handling of large product catalogs, clearer return and payout information, and updated data structures that reflect Shopify’s latest standards. By staying current, you reduce risk of integration disruptions and continue to take advantage of Shopify’s evolving capabilities. In addition, we've added multiple enhancements based on feedback from our community.
", "Feature details": "Shopify releases a new API version every three months at the beginning of the quarter, and supports each version for 12 months. The updated versions might contain important changes, so it's important to uptake Shopify API versions in major releases of Business Central. Typically, new versions of APIs increase stability and security, and enable additional capabilities. Starting with this release, Shopify Connector uses the Shopify API that was released in January 2026.
Important
The Shopify Connector released in 2025 release wave 2 (October 2025) relies on API 2025-07, which is supported until June 30, 2026. To continue to use your integration, upgrade to the latest version of Business Central before this date.
This update aligns Business Central with the latest Shopify inventory mutation logic. When you export inventory:
The export process for product variants is also updated. Business Central creates correct batch sizes when you export product variants. Shopify now enforces a limit of 50,000 inventory quantities per mutation. The connector automatically calculates the correct number of variants per batch depending on your number of locations. When you export items or variants, Business Central sends them in the optimal batch size, without requiring any configuration from you.
Shopify removed support for older bulk operation queries. The connector now uses the new GetBulkRequest pattern, ensuring that actions like exporting products or retrieving catalogs work with the latest API expectations.
Shopify introduced new return reason definitions. Business Central now stores both the return reason name and handle on return lines. If you previously mapped return reasons using the old field, you now use the new values when you process refunds or analyze return data.
Payout records now include an external trace ID. When you import payouts, you can view this extra identifier to support reconciliation or payment inquiries.
Shopify removed the legacy Tax Code field from variants. Business Central reflects this change by marking the tax code value as obsolete. If you rely on this information in your reporting or processing, migrate to other fields supported by Shopify.
You can now work with Shopify’s new article_reference metafield type. This helps you maintain richer product information when you synchronize item data.
You can now inspect the raw Shopify JSON captured when fulfillment orders are imported. This helps you diagnose issues with imported fulfillment data.
You can:
When you create new items by syncing products from Shopify, Business Central now imports the product’s HTML description into the Marketing Text field, provided that you enable Sync Item Marketing Text. This extra synchronization gives you richer product information on new items without manually copying descriptions.
When you map Shopify order lines to items manually, Business Central now automatically fills in the Unit of Measure Code based on the value from the item’s setup.
If the item has a Sales Unit of Measure, that value is used. Otherwise, the Base Unit of Measure is applied.
The autofill reduces manual entry and helps you avoid unit‑of‑measure errors when you process Shopify orders.
Shopify order headers now include the retailLocation (ID and name). Business Central imports and stores this information so that you can review it and use it in future processes. This update only imports the data, and isn't used for automated processing yet.
When you turn off the Sync Prices with Products toggle, Business Central previously updated the Unit Cost field on the item variant entry but didn't send the change to Shopify. With this improvement, the unit cost is included in all price synchronization operations, both individual and bulk. When you sync prices, the Price and Compare at Price fields, and now the Unit Cost field, update in Shopify and correctly revert if a bulk operation fails.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7e4aeed3-a503-f111-8406-000d3a1be30e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/07/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Import and export more data for Shopify B2B companies and company locations", "Investment area": "Ecommerce", "Business value": "To make e-commerce more efficient and reliable, the connector expands the information that Shopify and Business Central exchange in B2B scenarios. The Shopify Connector now imports all company locations, including payment terms and tax IDs, and uses this information for automatic entity mapping. When you export data to Shopify, the sync includes the tax ID, company ID, and company/attention details to improve order information and traceability. When you create catalogs automatically, you ensure consistent pricing across both Shopify and Business Central.
", "Feature details": "We've improved how we handle company details for B2B scenarios. We continue to enhance the integration between Shopify and Business Central, so you can provide exceptional service to your B2B customers.
When you import a company from Shopify, you also import all its locations. You can access these locations on the Shopify Locations page. You can open this page from the Shopify Companies and Shopify Company Card pages.
The first imported location is the default location. It creates the customer and adds address information and other fields on the customer card. When you export a customer as a Shopify company, the Shopify Connector creates one company location. In Business Central, you see this location as the default location.
![\"Company](\"media/companylocations.png\" "\\"Company")
The Company Location feature in Shopify enables merchants to set default payment terms. When you export customer information as a Shopify company, the process transfers payment term details to Shopify and stores them in the default company location if:
When you import a Shopify company, you see the payment terms for each company location. If you configure the Shopify Connector to update the customer, it uses the payment term from the default location. The corresponding record on the Shopify Payment Terms Mapping page must exist.
In Shopify, each company location can have a tax ID. When you export a customer as a Shopify company, the process stores the tax ID in the default company location. Use the new Company Tax ID Mapping field on the Shopify Shop Card page to choose whether to send the Registration Number or the VAT Registration No. as the tax ID.
When you import Shopify companies, the tax ID at the default Shopify Location enables you to map imported companies to existing customers. Select By Tax ID in the Company Mapping Type field on the Shopify Shop Card page to turn on this mapping logic.
![\"Mapping](\"media/taxid.png\" "\\"Mapping")
The latest release of the Shopify connector introduces individual prices and discounts. These prices and discounts complement the global pricing structure and the customer price group and customer discount group pricing structures. Individual prices and discounts give you more flexibility and personalization for B2B customers.
When you export a customer as a Shopify company, you fill in the Customer No. field for the catalog if you set up the Shopify Connector to create a catalog. This enhancement makes sure the connector uses the specific customer to calculate prices. You don't need to fill in the Customer Price Group, Customer Discount Group, or Allow Line Discount fields. Turn on the Sync Prices toggle and select Sync Prices to start synchronizing catalog prices. Your customers see consistent pricing in Shopify and Business Central.
When you export a customer as a Shopify company, the connector adds the value from the No. field on the Customer Card page to the Company ID field. This step improves traceability. The Shopify Connector also adds the company name to the Company/Attention field in the company location it creates. You use this name in imported orders.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"11198372-eff2-ef11-be20-000d3a12de8b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Troubleshoot export issues on Shopify Skipped Records page", "Investment area": "Ecommerce", "Business value": "When a business experiences a problem with the integration between its front end Shopify and back end Business Central, it's important to quickly resolve the issue. Different levels of logging reduce the time it takes to fix a problem with your integration between Shopify and Business Central.
", "Feature details": "When you export data to Shopify, the Shopify Connector skips records that Shopify rejects or that aren't valid for export for other reasons. While this behavior is expected, you might be confused if the connector doesn't process some information. You can now find those entries on the Shopify Skipped Records page. The page shows all skipped records and provides the reasons and the date and time for each record.
![\"Shopify](\"media/skippedrecords.png\" "\\"Shopify")
Customer:
Posted sales invoice:
Product:
Catalog:
Shipments:
If you run sync in the foreground, you get a notification when the process skips records. Select View Skipped Records to open the Shopify Skipped Records page.
![\"Notification\"](\"media/skipped_notification.png\" "\\"Notification\\"")
The Logging Mode field controls the content for the Shopify Skipped Records page. The All option works the same way as Error Only and only logs skipped entries. The page doesn't log entries that the process previously skipped.
To help keep your database size under control, the system includes Shopify Skipped Records in Define Retention Policies.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5d259a72-3896-ef11-8a69-6045bda847de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Troubleshoot the Shopify Connector", "Investment area": "Ecommerce", "Business value": "When a business experiences a problem with the integration between Shopify on its front end and Business Central on the back end, it's important to quickly resolve the issue. Different levels of logging reduce the time it takes to fix a problem with your integration between Shopify and Business Central.
", "Feature details": "Troubleshooting refunds: If an error happens when you create a credit memo based on a refund, in addition to the Has Error field there's also a specific error message and the call stack in the Last Error Info page that can help you diagnose the issue. For example, it might show that you're missing a value in the Refund Account No. field on the Shopify Shop Card page.
Troubleshooting product creation: When you import products from Shopify into Business Central, the Shopify Connector attempts to convert each Shopify product to an item in Business Central. If the connector encounters an issue (often caused by customizations) that prevents it from converting a Shopify product into an item, the import fails.
To help you identify and resolve these problems, go to the Shopify Products page and find entries where the Has Error field is selected. The Error Message field, similar to what you see for Shopify orders, displays the error message that explains why the item couldn't be created. This information can help you understand the root cause of the problem so you can take corrective actions. Afterward, you can use the Create Item action to manually restart the process of creating the item.
Shopify fields in archived sales orders: Archived sales orders now include the following fields:
The fields don't display on the page, but you can use page inspector to review them or explore the table to diagnose cases when an imported order was manually adjusted. Sometimes manual adjustments affect synchronization of shipments to Shopify flows.
Order Total FactBox: The new Order total part in the Shopify Orders page displays totals from both the order in Shopify and the sales document in Business Central. The totals let you compare figures without opening each document, which can be helpful when you're testing customer and item templates.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable staff-to-salesperson mapping for Shopify orders", "Investment area": "Ecommerce", "Business value": "When you use Shopify POS, you improve traceability and performance reporting by importing staff member information from Shopify to salespersons in Business Central on sales documents.
", "Feature details": "To automatically fill in the Sales person code field for sales documents imported from Shopify, configure Shopify Staff Mapping.
When you import orders from Shopify, the orders include the staff ID. If you configure the mapping on the Shopify Staff Mapping page, you add the corresponding salesperson to the Shopify order and copy it to the sales document.
Known limitations:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the E-Documents framework with Power Automate and other solutions", "Investment area": "Electronic documents", "Business value": "Because e-documents are the standard, modern businesses need flexible and compliant ways to share them with the right people. To share e-documents with other applications, use APIs for Power Automate. With these APIs, people can access e-documents in their preferred tools. To receive e-documents, use external sources.
", "Feature details": "When you enable the APIs, you can easily share electronic sales documents from Business Central to other applications or services. By integrating the E-Documents app in Business Central with Power Automate, you can connect to Power Platform tools and other systems for enhanced functionality. This setup lets you send e-documents as BLOB files through different communication channels beyond the default connectors or email. The integration also supports automating the receipt of electronic documents in the purchasing process. It transfers the documents to the E-Documents tables for further processing in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"11/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"77c21ba2-4dde-ee11-904d-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use payments with the E-Document framework", "Investment area": "Electronic documents", "Business value": "Boost productivity with enhanced tracking of e-documents by quickly identifying whether each document is fully paid, partially paid, or unpaid. This feature also helps businesses meet legal requirements in certain countries.
", "Feature details": "You can mark an e-document as fully paid, partially paid, or unpaid. The system sends this information through accounts payable access points or receives it through accounts receivable access points, based on your e-document configuration. The payment tracking feature in e-documents includes details such as:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Send e-documents via a service and email simultaneously", "Investment area": "Electronic documents", "Business value": "Business Central offers flexible ways to share documents and information quickly and easily. With document sending profiles, you can specify your preferred way to send documents when you post them. For example, you might want to send a document by email or as an electronic document through a service you use. To make the process even more flexible, you can now send documents by email and as an electronic document in one step.
", "Feature details": "Previously, you could either send e-documents through a connector service or download the file and send it by email. Now, you have more options for handling e-documents in sales.
If you choose the Post action from the Sales Order, Sales Invoice, or Sales Credit Memo pages, Business Central posts the document as usual. It can also trigger a workflow to create an e-document. To trigger the workflow, you must configure an e-document workflow for the customer. If you choose Post and Send, Business Central posts the document and triggers the workflow. It also sends the e-document as an email attachment.
Depending on whether you enable the e-documents workflow, choose one of the following models for sending documents in the sales process:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Export reminders and finance charges as PEPPOL files", "Investment area": "Electronic documents", "Business value": "Business Central supports sending electronic documents in the PEPPOL format. This format is widely used and supported by the largest document exchange service providers. By adding more types of documents that you can export in the PEPPOL format, you improve your ability to exchange information with your customers and business partners. You can enhance your work with e-documents in Business Central by exporting financial details from reminders and finance charges in the PEPPOL format.
", "Feature details": "Previously, you couldn't create e-documents for reminders and finance charges. Now, the PEPPOL format accepts financial values from issued finance charges and issued reminders.
To activate these types of documents, on the E-Document Service page, run the Supported Document Types action. Add the finance charge and reminder document types on the E-Document Service Supported Source Document Types page. Business Central then generates a file that's formatted as an invoice and contains the financial values from these documents.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4eb23bb0-9d8b-ef11-ac21-7c1e521b844d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/30/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Automate embedded attachments in PEPPOL", "Investment area": "Electronic documents", "Business value": "Businesses can boost productivity by using embedded PDFs in the PEPPOL file format for sales and purchase documents. This format ensures human-readable formats with e-documents.
", "Feature details": "By adding the ability to encode attachments in the PEPPOL file format in Business Central 2024 release wave 2, you get extra automation. You can automate embedding sales document attachments in the PEPPOL file format. When you post a document, Business Central creates a PDF file and embeds it in the PEPPOL format, which includes both the full XML and a human-readable format. To turn on this option, select the Embed document PDF to export field on the E-Document Service page.
During the purchase process, Business Central can process PEPPOL files with embedded attachments, like invoices. It decomposes the embedded file, adds it as an attachment to the e-document record, and makes it available on the E-Document page for further processing.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"06/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"04e6a70c-e995-ef11-8a69-6045bdeb629f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Link inbound e-documents to purchase invoices", "Investment area": "Electronic documents", "Business value": "Businesses often receive electronic purchase invoices after they create the related purchase documents manually or through intercompany processes. This feature gives organizations control and flexibility by allowing them to link an incoming e‑document directly to an existing purchase invoice or credit memo. By supporting this scenario, Business Central helps organizations maintain a clean audit trail, avoid duplicate documents, ensure accurate reconciliation of vendor transactions, and preserve data quality in intercompany flows.
", "Feature details": "This feature helps when an inbound e‑document arrives from the connector after the related purchase invoice is already in Business Central, specifically in intercompany processes.
To link an e‑document, you open the E‑Document Purchase Draft page, ensure a vendor is assigned, and then use the Link to Existing Document action. Business Central displays a filtered list of purchase invoices or credit memos based on vendor and total amount. After you select a document, Business Central updates it with the e‑document totals and sets the e‑document status to Processed.
You can also relink an already processed e‑document to a different document. Depending on how you created the previous document, Business Central either unlinks it or deletes it. The feature requires that the vendor has an IC Partner Code because it currently supports intercompany scenarios only.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a1042313-76f8-f011-8406-7c1e525b1b05", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create e-documents from posted sales invoices", "Investment area": "Electronic documents", "Business value": "Electronic documents (e-documents) include documents such as invoices and receipts for directions, delivery, and receipt. Using e-documents requires some configuration, and sometimes things go wrong. If a problem occurs when you post sales documents and Business Central doesn't create e-documents for them, you can generate new e-documents from the posted documents. For example, generating related e-documents helps you stay compliant with local or industry requirements.
", "Feature details": "If there's a problem with your setup for e-documents, and Business Central doesn't create a related e-document when you post a sales invoice, for example, you can quickly create the e-document yourself. To check whether Business Central created an e-document, open the Posted Sales Invoice page and select the Open E-Document action. If you don't find a related e-document, run the Create New E-Document action to generate one based on the workflow rules. If a related e-document exists, you can't use the action.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"ab5e56f7-9d8b-ef11-ac21-7c1e520b9c09", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Generate multiple incoming e-documents for multiple attachments", "Investment area": "Electronic documents", "Business value": "If you don't use an external endpoint to receive e-documents, you can save significant time when you generate multiple incoming e-documents and manually upload multiple attachments instead of uploading each attachment one by one.
", "Feature details": "You can create multiple new incoming electronic documents by selecting New From File on the E-Documents page. Choose the right service for the correct Document Format, and then upload multiple documents.
Business Central processes all uploaded documents. If a document's format matches the chosen Document Format, Business Central creates a new incoming E-Document for that file.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8b26e21c-e995-ef11-8a69-6045bdd99276", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Process e-documents in two steps", "Investment area": "Electronic documents", "Business value": "In most cases, businesses want to save time by automating as many processes as possible. However, some cases require pausing a process to allow time for a review. Business Central supports both approaches. You can configure Business Central to create purchase documents in a fully automated, one-step process or in a two-step process that requires approval. Pausing for review gives you greater control over how you process e-documents and create purchase documents.
Reviewing e-documents gives you more control over their processing.
", "Feature details": "You can choose to use automatic processing for purchase documents, where Business Central creates new documents right away, or a two-step process that requires explicit confirmation before creating a purchase document. In the two-step process, Business Central creates the e-document, but you must confirm it before you can take the next step.
To set up the process, turn on or turn off the Automatic processing toggle on the E-Documents Service page:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Set up Service Participants to Company Information", "Investment area": "Electronic documents", "Business value": "Introducing Service Participants in Company Information strengthens the foundation for reliable electronic document exchange across all markets. By aligning the company’s identification model with the same participant framework already used for customers and vendors, organizations gain greater accuracy, consistency, and flexibility when sending or receiving e‑documents.
", "Feature details": "Business Central currently identifies the receiving company for electronic documents by using VAT Registration No. or GLN. This approach isn't consistent across all countries/regions and doesn't fully support local requirements where different identifiers or schemes are expected.
This feature extends Company Information with the same Service Participant model already used for customers and vendors. By aligning these entities, Business Central gains a more consistent and future‑proof approach to identifying companies in electronic document exchange scenarios.
Objectives
To enable it, administrators need to navigate to Company Information and specify the appropriate Service Participant Identifier and Scheme. When Business Central sends or receives e‑documents, it uses the new Service Participant fields for company identification. The system behavior is now aligned with how customer and vendor participants are handled, increasing consistency across the application.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3f71966e-6e06-f111-8407-7c1e52582c38", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use e-documents to fix unposted purchase documents", "Investment area": "Electronic documents", "Business value": "Mistakes happen, so it's important to fix them quickly. If you accidentally delete a purchase invoice or credit memo and can't link the incoming e-document to the correct document, you can now recreate the purchase document from the details in the e-document. Problem solved.
", "Feature details": "If you accidentally delete a purchase invoice or credit memo, you can't connect the e-document with the regular purchase document in Business Central. To resolve the issue, run the Recreate Document action from the e-document. The action creates an unposted purchase invoice or credit memo based on the incoming document type. It uses the information in the incoming document, G/L mapping, and item references.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"803f3fd1-e895-ef11-8a69-7c1e5248b292", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Set a default e-document type on vendor templates", "Investment area": "Electronic documents", "Business value": "Organizations often need vendors to default to “Purchase Invoice” when receiving electronic documents, but Business Central currently assigns “Purchase Order” to every new vendor. Allowing the e‑document type to be predefined on vendor templates ensures vendors are created with the correct default behavior from the start. This reduces manual corrections, improves accuracy in e‑document processing, and streamlines vendor onboarding.
", "Feature details": "Business Central extends vendor templates to include the E‑Document Type field that's used in the E‑Documents module. Instead of always defaulting new vendors to Purchase Order, administrators can now specify whether a vendor should default to Purchase Order or Purchase Invoice based on their processes. When you create a vendor from a template, Business Central automatically applies the selected type, ensuring consistent setup and reducing errors in downstream e‑document handling. This enhancement improves efficiency, supports scalable vendor onboarding, and aligns vendor configuration with real‑world document workflows. To start using this feature, on the Vendor Template page, choose the Receive E-Document To option on the Receiving FastTab.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9dda1286-f3bf-f011-bbd3-00224830b9bd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Set up the Clearance model in the E-Documents framework", "Investment area": "Electronic documents", "Business value": "The Clearance model for e-invoices ensures that the tax authority or an authorized third-party certifier preapproves every invoice before you share it with the customer. This feature helps you comply with regulatory requirements and reduces the risk of penalties for non-compliance. By automating the validation and approval process, businesses can streamline their invoicing workflows, improve accuracy, and enhance the traceability of transactions.
", "Feature details": "The Clearance model in the E-Documents framework is a required communication model for electronic invoices. The model ensures that the tax authority or an authorized third-party certifier preapproves every invoice before sharing it with the customer. The model automates the validation and approval processes for electronic invoices, so it reduces manual effort and minimizes errors. This feature plays an important role in compliance with regulatory requirements in various countries.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"02ba5c85-af26-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Extend E-Documents features using a new interface", "Investment area": "Electronic documents", "Business value": "The extensible framework in the E-Document Core module gives ISVs and localization partners the power to easily add new document types, formats, and connectors. This framework enhances customization and adaptability for different local needs. This flexibility encourages innovation and simplifies the development of tailored solutions, which drives business growth and efficiency.
", "Feature details": "The E-Document module works as an extension and a framework. It includes only a few E-Document formats for specific localizations. These formats and other details are part of localization apps that handle specific local needs. This framework meets most requirements for e-invoice communication processes. Localization apps handle some requirements. The framework supports extending functionalities to other electronic documents beyond e-invoices.
When you select Service Integration on the E-Document Service page, you see several available choices. To add your own service, add a local connector or add another global or regional connector. You can extend this app with new services. You can add new services as part of a localization or as a new ISV app.
To meet all requirements for both localization and new electronic document features, Microsoft updated the interface. The update makes it easy for you to extend the framework with different document types, formats, connectors, and more. For more information, see Extending the e-documents functionality.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"cb2df5b3-bfe7-ef11-a731-7c1e52687c7e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the Admin permission set with e-documents", "Investment area": "Electronic documents", "Business value": "The new Admin permission set for e-documents improves security and efficiency by making sure only authorized admins can create and change services and configurations. With this feature, businesses keep control over their e-document features and lower the risk of unauthorized changes and security breaches.
", "Feature details": "The new feature adds an admin permission set to the e-documents framework. With this permission set, administrators can create and change E-Documents Services and related setups. This control ensures that only authorized personnel manage critical aspects of your e-documents setup. To activate the permission set for e-document administrators, run the Permission Set action for the dedicated user, and select E-Documents Admin.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c706af51-ac26-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use e-documents for shipment and transfer shipment document types", "Investment area": "Electronic documents", "Business value": "The new E-Documents document types for shipments and transfer shipments help you comply with regulatory requirements in certain countries and simplify the documentation process. When you enable these document types, you can map them as outbound documents from sales orders or transfer orders. This setup helps your business handle shipments accurately and efficiently.
", "Feature details": "This feature adds new document types in e-documents for shipments and transfer shipments to comply with regulatory requirements. You can map these documents as outbound documents when you ship from Sales Orders or Transfer Orders. Some countries require this mapping by law. When you enable this feature in a framework, you complete the E-Documents localizations for these countries.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4cdb27f2-ad26-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use purchase draft page to preview Peppol electronic invoices", "Investment area": "Electronic documents", "Business value": "The purchase draft feature lets you review and refine incoming e-invoices, especially those lacking item references or G/L mappings, before finalizing them. Enable this feature for Peppol e-invoices to improve control, reduce posting errors, and streamline invoice creation, even when data is incomplete. This feature enhances accuracy, boosts operational efficiency, and supports compliance with evolving e-invoicing standards.
", "Feature details": "The purchase draft concept in e-documents lets users preview and interact with incoming e-documents before posting them. This concept improves control, accuracy, and flexibility in how electronic documents are processed before matching to purchase invoices.
Originally, purchase draft was used only by documents created from a PDF document source, but now it's enabled for Peppol e-invoices as well. The idea is to make it easier to create new purchase invoices when you don't have GL account mappings or item references for lines in inbound e-documents.
Users can view a draft version of the e-invoice to inspect and validate the data before committing it to the system. If the vendor is configured to receive invoices, users can manually map e-invoice lines to items, general ledger accounts, or other relevant types directly from the draft page. This ensures accurate posting and accounting.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "08/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"efdfeab7-e962-f011-bec2-7ced8d1c3d58", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use B2B Router as a service provider for e-documents", "Investment area": "Electronic documents", "Business value": "When businesses exchange electronic invoices during business-to-business (B2B) or business-to-government (B2G) communication, they can choose from many external service providers. This choice gives businesses the flexibility to pick the provider that best fits their needs. This flexibility boosts operational efficiency, lowers costs, and reduces risks that come with relying on a single provider. Businesses can speed up invoice processing, meet different regulatory requirements, and simplify their financial workflows.
", "Feature details": "You can use more options as access points for electronic invoicing because we added more electronic document service providers to Business Central. Now, in addition to Avalara, Pagero, SignUp, and Logiq, you can choose the B2BRouter connector for your electronic invoicing.
You can choose new options as the Service Integration endpoints on the E-Document Service page. When you select B2BRouter as a service provider and consent to using non-Microsoft systems, you set up the connection. To set up the connection, use the Setup Service Integration action to configure the credentials and API URLs.
When you integrate the new service provider, you can automate the receipt and delivery of electronic invoices. The provider acts as the endpoint for e-document exchanges. This automation streamlines invoice management, reduces manual processing errors, and accelerates transaction times. It significantly enhances operational efficiency and boosts overall productivity.
Although the E-Document Services page already includes several global service integrations, partners can easily add their own integrations by publishing a connector app on AppSource. For more information, see the technical documentation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/01/2025", "GA date":"06/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"38272800-a02c-f011-8c4d-6045bddb894e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Continia as a service provider for e-documents", "Investment area": "Electronic documents", "Business value": "When businesses exchange electronic invoices during business-to-business (B2B) or business-to-government (B2G) communication, they can choose from many external service providers. This choice gives businesses the flexibility to pick the provider that best fits their needs. With this flexibility, businesses boost operational efficiency, lower costs, and reduce risks that come with relying on a single provider. Businesses can speed up invoice processing, meet different regulatory requirements, and simplify their financial workflows.
", "Feature details": "You can use more options as access points for electronic invoicing because we added more electronic document service providers to Business Central. Now, in addition to Avalara and Pagero, you can choose the Continia connector for your e-invoicing.
You can choose new options as the service integration endpoints on the E-Document Service page. When you select Continia as a service provider and consent to using non-Microsoft systems, you set up the connection. Use the Setup Service Integration action to start your onboarding process and get credentials from Continia as the service provider.
When you integrate the new service provider, you automate the receipt and delivery of electronic invoices. The provider serves as the endpoint for e-document exchanges. This automation streamlines invoice management, reduces manual processing errors, and accelerates transaction times. It enhances operational efficiency and boosts overall productivity.
Although the E-Document Services page has several global service integrations, partners can easily add their own integrations by publishing a connector app on AppSource. For more information, see the technical documentation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/01/2025", "GA date":"07/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"67230120-f4ff-ef11-bae3-7c1e521ba49a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use ExFlow by SignUp connector for e-documents", "Investment area": "Electronic documents", "Business value": "When businesses exchange electronic invoices during business-to-business (B2B) or business-to-government (B2G) communication, they can choose from many external service providers. This choice gives businesses the flexibility to pick the provider that best fits their needs. With this flexibility, businesses boost operational efficiency, lower costs, and reduce risks that come with relying on a single provider. Businesses can speed up invoice processing, meet different regulatory requirements, and simplify their financial workflows.
", "Feature details": "You can use more options for access points for electronic invoicing because we added more electronic document service providers to Business Central. Now, in addition to Avalara and Pagero, you can use the ExFlow by SignUp connector for your electronic invoicing.
You can choose new options for the service integration endpoints on the E-Document Service page. When you select ExFlow as a service provider and consent to using non-Microsoft systems, you set up the connection. To set up the connection, use the Setup Service Integration action to start your onboarding process and configure the credentials and API URLs.
When you integrate the new service provider, you automate the receipt and delivery of electronic invoices. The provider acts as the endpoint for e-document exchanges. This automation streamlines invoice management, reduces manual processing errors, and accelerates transaction times. It enhances operational efficiency and boosts overall productivity.
Although the E-Document Services page already includes several global service integrations, partners can easily add their own integrations to the list. To add an integration, publish a connector app on AppSource. For more information, see the technical documentation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"05/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"87efd7ab-82e8-ef11-a730-7c1e520b17e5", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Logiq as a service provider for e-documents", "Investment area": "Electronic documents", "Business value": "When businesses exchange electronic invoices during business-to-business (B2B) or business-to-government (B2G) communication, they can choose from many external service providers. This choice gives businesses the flexibility to pick the provider that best fits their needs. With this flexibility, businesses boost operational efficiency, lower costs, and reduce risks that come with relying on just one provider. Businesses can speed up invoice processing, meet different regulatory requirements, and simplify their financial workflows.
", "Feature details": "Business Central now supports more electronic document service providers, so you have more options for access points for electronic invoicing. In addition to Avalara and Pagero, you can now choose the Logiq connector for your electronic invoicing.
On the E-Document Service page, you select new options for the Service Integration endpoints. When you select Logiq as the service provider and consent to using third-party systems, you set up the connection. To set up the connection, use the Setup Service Integration action to configure the credentials and API URLs.
When you integrate the new service provider, you can automate the receipt and delivery of electronic invoices. The provider acts as the endpoint for e-document exchanges. This automation streamlines invoice management, reduces manual processing errors, and accelerates transaction times. It enhances operational efficiency and boosts overall productivity.
Although the E-Document Services page has several global service integrations, partners can easily add their own integrations by publishing a connector app on AppSource. For more information, see the technical documentation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"05/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ad2a237f-f018-ef11-9f89-7c1e520a6393", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the ForNAV Peppol connector for e-documents", "Investment area": "Electronic documents", "Business value": "When businesses exchange electronic invoices during business-to-business (B2B) or business-to-government (B2G) communication, they can choose from many external service providers. This choice gives businesses the flexibility to pick the provider that best fits their needs. With this flexibility, businesses boost operational efficiency, lower costs, and reduce risks that come with relying on just one provider. Businesses can speed up invoice processing, meet different regulatory requirements, and simplify their financial workflows.
", "Feature details": "You have more options for access points for electronic invoicing because we added more electronic document service providers to Business Central. Now, in addition to Avalara, Pagero, SignUp, Logiq, and Continia, you can choose the ForNAV connector for your electronic invoicing.
You can choose new options as the Service Integration endpoints on the E-Document Service page. When you select ForNAV as a service provider and consent to using non-Microsoft systems, you set up the connection. To set up the connection, use the Setup Service Integration action to configure the credentials and API URLs.
When you integrate the new service provider, you can automate the receipt and delivery of electronic invoices. The provider serves as the endpoint for e-document exchanges. This automation streamlines invoice management, reduces manual processing errors, and accelerates transaction times. It enhances operational efficiency and boosts overall productivity.
Although the E-Document Service page already includes several global service integrations, partners can easily add their own integrations to the list by publishing a connector app on AppSource. For more information, see our technical documentation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"ab596528-a12c-f011-8c4e-6045bdeb8a5d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Delete incorrect e-documents and avoid duplicates", "Investment area": "Electronic documents", "Business value": "You can easily discard incorrect or duplicate e-documents. You don't need to keep unprocessed e-documents, so you save space in data storage.
", "Feature details": "Business Central doesn't create new incoming e-documents if you import a batch that contains duplicates. Duplicates are documents with the same vendor, external document number, and date.
If a duplicate or incorrect e-document exists in Business Central, administrators can delete it by running the Delete Related Document action. However, you can't delete e-documents that are already processed and connected with purchase documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"72afaae6-e895-ef11-8a69-000d3a140b3a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Preview incoming e-invoices prior to processing", "Investment area": "Electronic documents", "Business value": "You can improve the accuracy of your data by previewing the details of incoming electronic documents, such as invoices and credit memos, before you process them.
", "Feature details": "When you receive an incoming e-document from an external service or manually upload one, you typically get an XML or similar format that's difficult to read. For example, if you're not technical and don't understand the XML format, it's hard to review an invoice before you process it. To make it easier for everyone to review incoming e-documents, invoices and credit memos have an E-invoice Lines FastTab that displays details from the imported file, such as line and header information, in a way that's easy to understand.
This feature is available only for invoice and credit memo types of incoming e-documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"855c64f8-e895-ef11-8a69-7c1e5217902f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Process sales e-documents in two steps", "Investment area": "Electronic documents", "Business value": "You can validate posted sales invoices before you send them as e-documents, which reduces errors and helps avoid cancellations. Reviewing e-documents enhances oversight, aligns with user feedback for greater control, and supports flexible workflows across different regulatory and network requirements.
", "Feature details": "Business Central offers a two-step process for handling e-documents for sales. You can first post invoices and then send them as e-documents after you confirm their accuracy.
To start using a two-step process, update the Workflow used for E-Documents in the sales process by changing the Response action from Send E-Document using setup to Init E-Document using setup. Afterward, when you post the Sales Invoice, Business Central generates the E-document but doesn't send it automatically. The pause gives you time to review the document and confirm that it's ready to send to the configured access point.
The two-step process can prevent incorrect invoices, reduce document cancellations, and improve compliance with e-invoicing networks. This update supports better governance, user confidence, and adaptability in e-document workflows.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"7f0b279f-207c-f011-b4cc-7ced8d1c3ddd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable accelerated depreciation methods for fixed assets", "Investment area": "Financial Management", "Business value": "Accelerated depreciation helps organizations reflect faster asset consumption without relying on manual calculations or external tools. Automating these adjustments increases accuracy, reduces administrative effort, and provides clearer insight into the financial impact of accelerated methods compared to linear depreciation. Finance teams benefit from more flexible depreciation options that support internal accounting policies and more precise tracking of asset value over time.
", "Feature details": "Accelerated depreciation is now a standard depreciation method in fixed assets. You can configure acceleration factors and asset settings directly in depreciation books. Business Central automatically calculates accelerated amounts, the equivalent linear amounts, and the difference between them, and posts the values to the appropriate accounts. Inquiry pages provide clear visibility into annual depreciation figures, variances, and remaining book value, supporting consistent financial tracking and audit transparency.
To get started, you:
After you prepare the depreciation book, the assets assigned to it automatically support accelerated depreciation. No additional modules or extensions are required.
After you set it up, depreciation is calculated through the standard depreciation processes. Business Central automatically computes the accelerated amount, the equivalent linear amount, and the difference between them. When posting depreciation, Business Central records both the accelerated depreciation and any variance. Inquiry pages provide an overview of annual depreciation, variances, and remaining book value so you can monitor the financial impact throughout the asset’s lifecycle.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"53a3b8da-2c28-f111-8342-0022482405ed", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reduce time spent on recurring invoicing in Subscription Billing", "Investment area": "Financial Management", "Business value": "Automated invoicing enhances efficiency for sales management and finance teams by reducing manual effort in contract billing, ensuring accuracy and compliance while allowing for various levels of automation.
", "Feature details": "Business Central introduces automated contract billing to simplify and scale recurring invoicing scenarios while preserving the flexibility required for real‑world customer contracts. The feature supports a range of billing approaches, from fully automated posting for predictable contracts to proposal‑based invoicing where manual review or adjustment is required. This capability reduces manual effort for sales and finance teams, improves consistency across billing processes, and ensures invoicing remains compliant, transparent, and auditable.
Automated contract billing helps organizations:
By supporting both automation and manual review scenarios, customers can adopt the feature incrementally and with confidence.
The feature is built around billing templates and job queue automation, enabling you to configure billing behavior per contract type, including:
Automated processing runs in the background using job queues and includes built‑in resilience and governance mechanisms.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b8f1e31d-4a21-f111-8341-0022482aabaf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create multiple fixed asset cards", "Investment area": "Financial Management", "Business value": "Automatically creating multiple fixed asset cards when you post a purchase invoice streamlines asset management processes. You can reduce manual effort, increase accuracy, and improve operational efficiency. With this feature, businesses can easily handle bulk purchases and make sure each asset is recorded and tracked without manual entry.
", "Feature details": "This feature automatically creates one or more fixed assets when you post purchase invoices. For example, if your company purchases 200 computers from the same vendor, Business Central automatically generates a fixed asset for each computer. You don't need to create the cards manually. This feature optimizes asset management processes by helping you handle bulk asset purchases accurately and efficiently.
To create multiple fixed assets from a purchase order, follow these steps:
Open the Fixed Assets List page, and then select the New action.
On the Fixed Asset Card page, fill in the relevant fields.
Create a new Purchase Order, or open the existing purchase order.
Expand the Lines FastTab.
Fill in the following fields:
a. In the Type field, select Fixed Asset. b. In the No. field, specify the same fixed asset number that you entered in the Fixed Asset list.
c. In the No. of Fixed Asset Cards field, specify the relevant number of duplicates for your fixed asset.
When you post the invoice, duplicate fixed asset cards are automatically generated and added to the fixed asset list. The only difference between the duplicate fixed asset cards is the number assigned to each fixed asset.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cf1f36d2-a926-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"12/04/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Calculate withholding taxes for vendors", "Investment area": "Financial Management", "Business value": "Business Central customers can benefit from features for setting up, calculating, and reporting withholding taxes for vendors in all countries/regions where it’s relevant. You no longer need to source a non-Microsoft application or create a customization because withholding tax functionality is built into the standard version of Business Central.
", "Feature details": "In some countries/regions, companies must pay withholding tax to the government for certain third‑party services or vendor purchases. Business Central calculates withholding tax when you pay a vendor invoice, or when you post it, based on your setup. The tax amount is withheld from the payment and reduces the total amount owed to the vendor.
You can configure withholding tax by setting up Withholding Tax Codes and Vendors.
To enable withholding tax calculation, open the General Ledger Setup page and turn it on. Next, configure the Withholding Tax Revenue Types, including their sequences and posting groups. Then, set up the following:
If needed, you can override the product posting group on purchase document lines using the Withholding Tax Prod. Post. Group field.
Withholding tax applies automatically when you're working with purchase documents. When you post a document that includes withholding tax, Business Central creates a withholding tax entry. You can also use the Calculate and post withholding tax settlements action to process withholding tax for a specific period based on the withholding tax entries you already posted.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"1820291a-332d-ed11-9db1-0022482d32a7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage employee expenses using expense reports", "Investment area": "Financial Management", "Business value": "Expense management is a critical process for most organizations, yet many Business Central customers have relied on external solutions to handle it. With native expense reports, you can capture, approve, and reimburse employee expenses directly within Business Central. This reduces complexity, improves data accuracy, and ensures a seamless experience across finance and operations without additional integrations or costs.
", "Feature details": "The new Expense Management module introduces Expense Reports as a built-in Business Central capability. Employees can create expense categories, expense reports, add multiple expense lines into expense reports, itemize costs, calculate per diem, and record mileage. Managers can review, update, and approve or reject reports, while accountants can post reimbursements and configure posting accounts for different expense types.
The following are some key highlights:
This feature closes a long-standing gap by enabling you to use standard Business Central features to manage expenses.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"d1ca945b-beca-f011-bbd3-000d3a554a74", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Calculate taxes for plastic and sugar", "Investment area": "Financial Management", "Business value": "Many countries are introducing plastic and sugar‑related excise taxes, and companies must calculate these amounts based on material composition and quantities used or sold. Business Central provides a built‑in framework to calculate taxes on plastic and sugar without relying on manual spreadsheets or external tools. Support for these tax calculations helps organizations improve accuracy, reduce compliance risks, and prepare the core data needed for local tax declarations.
", "Feature details": "Business Central introduces new capabilities in excise journals to calculate tax amounts for plastic and sugar based on legislation requirements that use weight, content, and transaction quantities as the basis for excise taxes. The new Excise Tax Type, Qty. for Excise Tax, and Excise UOM fields on the Item Card and Fixed Asset Card pages let you define material composition and the relevant quantity basis for each product or fixed asset.
For tax on plastic, Business Central calculates excise quantities by aggregating item ledger entries from purchases, positive adjustments, production output, assembly output, and fixed asset ledger entries related to an acquisition. To determine the tax basis, it multiplies the calculated quantity by the defined excise quantity.
For tax on sugar, Business Central uses Item ledger entries from sales and negative adjustments to determine the total sugar content for the reporting period. The tax basis is derived by multiplying the excise quantity per unit by the total quantity sold or consumed.
These calculations generate the core data needed to report tax on plastics and sugar, while the specific country‑level tax declaration forms remain out of scope. This provides flexibility for partners and customers to adapt the output to local submission requirements while relying on standardized, accurate calculations in Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6cc31249-f3bf-f011-bbd3-000d3a554a74", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable Investment Boost for fixed assets", "Investment area": "Financial Management", "Business value": "Many jurisdictions are introducing front‑loaded incentives to stimulate capital investment. With Investment Boost enabled on eligible assets, companies can deduct 20 percent of the asset cost in the year of purchase and then depreciate the remaining 80 percent using existing tax methods. This improves first‑year cash flow, reduces manual calculations, and provides a consistent, auditable framework that partners can adapt to local tax regimes, starting with New Zealand and applicable to similar schemes elsewhere.
", "Feature details": "Business Central adds a configurable framework to support Investment Boost‑style incentives for fixed assets. Administrators can mark assets as Investment Boost Eligible and let Business Central apply a one‑time specific percent for deduction in the acquisition year, while standard depreciation continues on the remaining percent of the original cost.
The calculation logic is as follows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use self-billed invoices", "Investment area": "Financial Management", "Business value": "Self‑billing reduces operational friction by allowing buyers to generate invoices on behalf of suppliers under a mutual agreement. This improves accuracy, accelerates processing, and eliminates delays caused by missing or inconsistent supplier‑issued invoices. With automated layouts, posting rules, and vendor configuration, you can streamline both compliance and internal controls while ensuring clean financial records.
", "Feature details": "Business Central offers full support for self‑billed invoices in the purchase process. Buyers can now generate invoices on behalf of a vendor when a self‑billing agreement is in place. A new Boolean field on the Vendor Card page enables this agreement, and all Purchase Invoices created for that vendor, whether from Purchase Orders or directly, are automatically marked as self‑billed. Vendors can also be assigned a dedicated No. Series for self‑billed invoices, ensuring correct document sequencing.
A new report layout, Posted Purchase Invoice – Self‑Billing Invoice, formats the invoice to align with the sales invoice style, showing buyer company information, vendor details, VAT information, and all essential invoice data.
For Danish localizations, the posting process can automatically create Digital Vouchers when you enable self‑billing, ensuring compliance with local audit and documentation rules. To prevent conflicts between buyer‑issued and supplier‑issued documents, vendors with a self‑billing agreement can't receive inbound e‑documents for accounts payable. This guarantees data integrity and avoids duplicate or contradictory documents in the purchase flow.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"4e1800a8-e49d-f011-b41c-000d3a125b89", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use alternative posting groups for employees", "Investment area": "Financial Management", "Business value": "Sometimes businesses want to post payable and receivable transactions to a different general ledger (G/L) account than the one that's specified on the employee posting group. This can include scenarios where employee travel expenses need to be post to a different financial account than the one used for regular payroll transactions. Controllers can define policies for posting these transactions, and accountants can change them during posting.
", "Feature details": "You can allow users to change the default employee posting groups by turning on the Allow Multiple Posting Groups toggle on the Human Resources Setup page.
On the Employee Posting Group page, you can specify the posting groups to allow people to use as substitutes by selecting the Alternative Groups action. Alternative posting groups can replace the default employee posting group specified for an employee. After you set this up, you can choose alternative posting groups and change the employee posting group when you post journals. Business Central copies the alternative employee posting group to posted journals, and posts payable or receivable G/L entries to the G/L accounts specified for the alternative groups. To allow only specific people to change posting groups, you can also turn on the Allow Multiple Posting Groups toggle for individual employees on the Employee Card page.
When all conditions are met, Business Central allows you to change the posting group on journals and ensures that transactions post to the payables or receivables account specified at the time of posting.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cecb8ed7-b86e-f011-bec2-6045bdda206c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/29/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the Account Payable Role Center", "Investment area": "Financial Management", "Business value": "The new Account Payable Role Center simplifies workflows for accounts payable by centralizing all related documents and tasks in one place. The role center makes it easier to handle purchase documents, inbound e-documents (both e-invoices and PDFs), and payment processes. By consolidating these tasks, you reduce the time spent on administrative work, minimize errors, and improve productivity.
", "Feature details": "The Account Payable Role Center centralizes all accounts payable-related tasks, documents, and entities. With this role center, you can manage purchase documents, inbound electronic documents (both e-invoices and PDFs), and payment processes from a single interface.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8132b8a8-ab26-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Print the Audit Trail report", "Investment area": "Financial Management", "Business value": "The new Audit Trail report feature enhances compliance by providing a comprehensive and transparent record of all transactions. By showing detailed information from the G/L Register and G/L Entry tables, businesses can ensure that every transaction is accurately recorded and easily traceable. This feature helps auditors and internal teams.
", "Feature details": "The Audit Trail report feature helps you improve compliance by giving you a detailed and transparent record of all transactions. It shows information from the G/L Register and G/L Entry tables, so you can be sure that every transaction is accurately recorded and easy to trace.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"d9c7fda4-aa26-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Calculate excise taxes", "Investment area": "Financial Management", "Business value": "The new excise taxes feature helps businesses by automating the complex process of calculating excise tax amounts. With this feature, businesses follow specific tax regulations for different products and regions. It reduces the risk of errors and lowers the chance of penalties.
", "Feature details": "Excise taxes apply to specific goods and services, and manufacturers or retailers often include these taxes in the product price. Governments use excise duties to generate revenue and to discourage the consumption of goods that negatively affect public health or the environment.
The new Excise Taxes feature automates the calculation of excise duties by applying specific rules and rates for different products and regions.
The initial release doesn't include compliance or statutory reports. Instead, it introduces a flexible excise tax calculation framework. The framework supports different calculation models and can be adapted to meet various regulatory requirements through configuration.
Before calculating excise taxes, you must configure excise tax types. For each excise tax type, you can define a tax basis as Weight, Volume, Quantity, Sugar Content, Spirit Volume, or THC Content.
You also need to configure excise entry types, and specify which item ledger entry types contribute to the excise‑liable quantity. The following options are available: Purchase, Sale, Positive Adjustment, Negative Adjustment, Output, or Assembly Output.
As the last step, set up excise duty rates for each excise tax type to calculate the final tax amount based on the selected basis and the accumulated excise‑liable quantity. You also need to configure the items and fixed assets you want to include in excise tax calculations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ab1723a6-b226-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Analyze subscription billing data with Power BI reports", "Investment area": "Financial Management", "Business value": "The new Power BI app for subscription billing data analysis gives you comprehensive insights into your business. With detailed reports and key performance indicators (KPIs), you can monitor critical metrics like monthly recurring revenue and net monthly recurring profit, so you can make informed decisions.
The app's granular insights into revenue by item, customer, and salesperson help you optimize your sales and marketing efforts. Tracking customer and vendor deferrals helps you manage cash flow. This app enhances your ability to grow your subscription business and improve your bottom line.
", "Feature details": "A new Power BI app helps you analyze your subscription billing data. The 26.2 update releases the source code for the Power BI app.
![\"Screenshot](\"media/subbilingoverview-780x440.png\" "\\"Screenshot")
The app contains reports that provide both overview and detailed information, such as:
To help you track important metrics for your subscription business, the semantic model for the report includes KPIs such as:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new SEPA file CAMT0530008", "Investment area": "Financial Management", "Business value": "This feature enables businesses to stay compliant with evolving SEPA and ISO 20022 banking standards by supporting the new CAMT.053.001.08 format for electronic bank statements. It ensures smooth financial operations, improves data structure and traceability, and allows for flexible partner-specific configurations, all while maintaining compatibility with existing formats.
", "Feature details": "To meet regulatory changes taking effect in November 2025, Business Central introduces support for the SEPA CAMT.053.001.08 format alongside the existing CAMT.053.001.02. This ensures compatibility with banks transitioning to the updated ISO 20022 XML standard.
Key enhancements include:
Considerations:
This update ensures readiness for future banking requirements while preserving flexibility for diverse partner and country/region-specific needs.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"0264603b-a12c-f011-8c4e-6045bdedea0b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Check total purchase amounts on documents", "Investment area": "Financial Management", "Business value": "This feature helps you ensure that all line items are accurate and match the external invoice. It reduces human errors in accounts payable processes.
", "Feature details": "Previously, this feature was part of the check purchase amounts functionality in the Netherlands localization. As part of the delocalization process, this feature is now global and available to everyone.
When you set up the feature, select Check Doc. Total Amounts. If you don't activate the feature, there's no change. When you activate the feature, the Doc. Amount Incl. VAT and Doc. Amount VAT fields appear on the Purchase Invoice and Purchase Credit Memo pages. You must fill in these fields before you can post the documents. Business Central checks whether the amount including VAT and the VAT amount on the purchase document match the total amount of the purchase lines when you try to post the document.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"61ed0974-e8d7-ef11-a730-7c1e527e6ed8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Require Intrastat classifications on documents", "Investment area": "Financial Management", "Business value": "This feature makes Intrastat reporting more efficient by letting you set one or more required classification values for specific document types. Multiple required fields lower the risk of missing important information, so Intrastat reports are complete and accurate. This feature simplifies the reporting process, saves time, and reduces errors.
", "Feature details": "The Intrastat Report Setup page now includes the following setup fields:
Fill in these fields on purchase or sales documents based on your selections when the transaction is a sale or purchase between two different EU countries. This requirement prevents users from posting documents without this important information. It reduces the risk of missing details and ensures complete and accurate Intrastat reports.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"70eb8dac-1dde-ef11-a730-7c1e527e65ff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new Contoso Coffee Demo dataset for Intrastat", "Investment area": "Financial Management", "Business value": "We are developing a demonstration tool featuring Intrastat configuration and data in Business Central. This solution is designed to assist users in thoroughly understanding and streamlining their Intrastat processes.
", "Feature details": "The Contoso Coffee app includes a demo tool and an associated set of sample data. The extension can be installed in any environment.
Presales specialists can use the tool on either Cronus or MyCompany to obtain the required setup and demo data needed to showcase Intrastat features for a range of scenarios. For Business Central on-premises, the demo tool and its corresponding data are included as source code in the product media.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"82a124e5-2b4c-f011-877a-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Control partner access per environment", "Investment area": "Governance and administration", "Business value": " Business Central customers with multiple environments often work with many partners to support each environment. With this feature, customer administrators can easily and efficiently control partner access to environments. This feature simplifies partner management by allowing administrators to assign partner tenants to each environment.", "Feature details": "In the 2024 release wave 2, the Business Central admin center introduces new environment settings. These settings let internal administrators control which environments delegated users and multitenant apps from partner tenant can access and manage. Internal administrators can enter the tenant IDs for partners who can access each environment.
Delegated users and multitenant apps that access or manage the environment must come from an allowlisted tenant. This feature is optional. If you don't allowlist any tenants for an environment, delegated users and multitenant apps can access and manage the environment like before. This feature only affects how multitenant apps use the admin center API when they're authorized in the admin center.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/31/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9a0752e4-3731-ee11-bdf3-6045bda7c23b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage database index usage and cost per company", "Investment area": "Governance and administration", "Business value": "As an admin, this feature gives you greater operational control and flexibility by allowing you to turn off specific database indexes per company directly from the UI, helping optimize system performance and maintenance with minimal disruption. Because the change is scheduled and executed in the background, you can reduce the risk of user downtime and avoid peak-hour performance impact, enabling smoother day-to-day operations. By selectively disabling non-essential indexes, while safeguarding data integrity by excluding unique and SIFT indexes, organizations can better manage resource usage, streamline troubleshooting or data maintenance scenarios, and adapt system behavior to their specific business needs without complex technical intervention.
", "Feature details": "View index information
Access detailed index information directly in the UI. Open the Database Index Information page from the Table Information page by selecting a table. Here, you see per-index details from the new Database Index virtual table, including storage usage, SQL Server index usage statistics, and index type (AL-defined or system-generated).
Turn off indexes per company
You can turn off non-unique indexes with low usage to reduce storage costs and improve write performance. In the Indexes section of the Database Index Information page, clear the Enabled in Database checkbox for the unwanted index.
Unique indexes, primary keys, SIFT, and systemid indexes are protected from disabling. Disabling an index takes effect immediately. Enabling an index is queued for the next scheduled midnight process.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7c90e988-ce10-f111-8406-000d3a54c8ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Audit user and group permissions across apps", "Investment area": "Governance and administration", "Business value": "As an admin, this new capability empowers you to clearly understand how permissions flow through your environment, reducing security blind spots and improving compliance. By viewing expanded permissions across all apps and extensions in one place, you can quickly identify which permission sets grant access to specific objects or actions, such as who can edit a customer record. The ability to filter by object, scope, extension, or permission set enables faster, more accurate analysis during audits or troubleshooting. With integrated FactBoxes showing related security groups and users, your organization gains immediate visibility into who is affected by each permission set, strengthening overall security governance.
", "Feature details": "The new Permissions Overview page provides comprehensive visibility into permission sets across all installed apps and extensions.
Key capabilities:
This centralized view helps administrators analyze permission dependencies, conduct security audits, and troubleshoot access issues without navigating multiple pages or extensions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a580e8a7-9ffa-f011-8407-6045bdefe3b8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Cancel running environment update", "Investment area": "Governance and administration", "Business value": "As an admin, you get more control over your Business Central environment by stopping in-progress updates when needed. This capability ensures system stability and minimizes disruption, giving you confidence that the environment can be safely reverted without manual intervention or data loss.
", "Feature details": "With this feature, you can now cancel a running update on an environment from the Business Central admin center. This gives you greater control and flexibility during update operations, allowing you to intervene when necessary—whether due to unexpected issues, timing conflicts, or other operational concerns.
When you cancel an update, Business Central automatically starts a recovery operation to restore the environment to its pre-update state. You don’t need to do anything extra—your data stays safe, and your system remains stable.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"49a825ab-e599-f011-b4cc-7ced8d1e92e2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Consume available Copilot Credits with no extra setup", "Investment area": "Governance and administration", "Business value": "Automatically enabling the use of prepaid Copilot Credits on a Business Central environment eliminates additional setup, reduces onboarding friction, and accelerates access to AI-powered functionality.
", "Feature details": "To streamline the use of agentic features, you can now use prepaid Copilot Credits without configuring AI billing on Business Central environments. Copilot Credits consumed by Business Central environments that don't have AI billing setup will be reported against the Power Platform default environment for the tenant.
Linking Business Central environments to Power Platform environments remains required to use pay-as-you-go billing and to report consumption or allocate Copilot Credits to a specific Business Central environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b507200b-039a-f011-b4cc-7c1e52fdfc34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Migrate record links and notes with cloud migration tooling", "Investment area": "Governance and administration", "Business value": "Business users often attach links and notes to records in Business Central to add context and extra information. For businesses transitioning from on-premises to cloud environments, this feature ensures the migration of these links and notes on records without the need for external tooling. The feature saves time and reduces the risk of errors with manual data transfer.
", "Feature details": "Previously, the cloud migration process didn't automatically migrate record links and notes to the online tenant. To move this data, you needed to use manual methods. Now, the cloud migration setup and replication tooling automatically migrate links and notes on records with minimal effort.
![\"Screenshot](\"media/business-central-links-notes-on-record.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Support IPv6 for enhanced security and scalability", "Investment area": "Governance and administration", "Business value": "By adopting IPv6 in Business Central, you get uninterrupted service, improved security, and scalability as the number of internet-connected devices grows and IPv4 addresses become scarce.
", "Feature details": "The supply of IPv4 addresses is limited and will eventually run out. Starting in this release wave, Business Central supports IPv6 addresses. The transition to IPv6 not only ensures seamless connectivity for your environments but also enhances the security of your data with IPv6’s built-in security protocols. This update also prepares your environments for the future as the world moves toward widespread IPv6 adoption.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ab0f3a4c-f018-ef11-9f89-7c1e52021d5c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get list of manageable environments for Microsoft Entra apps", "Investment area": "Governance and administration", "Business value": "By using a new admin center API endpoint, Microsoft Entra apps authorized in the admin center can get a list of environments that the app can access. This feature reduces the manual work of maintaining environment lists and makes it easier to automate repetitive administrative tasks. It improves operational efficiency for partners.
", "Feature details": "Partners automate administrative tasks on their customers' environments when they authorize their multitenant Microsoft Entra app in the customers' admin center. As the number of customers per partner and partners per customer grows, so does the overhead of manually maintaining lists of manageable environments for each Microsoft Entra app. This overhead also grows with the introduction of environment-level access controls for partners in 2024 wave 1. Partners also need to automate repetitive tasks, like updating installed apps.
A new API endpoint for Microsoft Entra apps returns a complete list of all environments in all tenants that the Microsoft Entra app can manage. With this endpoint, partners can more easily automate administrative tasks across all their customers' environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0f0f0ac7-b3cc-ee11-9079-6045bdd6e492", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Migrate to the cloud from any SQL database", "Investment area": "Governance and administration", "Business value": "Deliver faster, repeatable, and reliable migrations from SQL‑based systems to Business Central using the same proven tooling as with Business Central, Dynamics GP, and Dynamics SL migrations. You save time and money by building migration solutions once and deploying them across multiple customers, eliminating custom scripts, reducing risks, and ensuring a consistent admin experience.
", "Feature details": "Business Central cloud migration tooling is extended to let developers build fast, repeatable, and reliable data migration engines for SQL‑based source systems. These custom migration engines are implemented as extensions and can be packaged, installed, and reused through AppSource, enabling consistent delivery across customer projects.
The platform introduces a generic, system‑level migration module that integrates directly with the Cloud Migration wizard through a new Generic Custom migration type. Developers implement a standardized AL interface that defines how data is mapped, replicated, and transformed from external SQL sources into Business Central. The platform provides shared helper methods to simplify custom implementations, including mapping helpers, replication and transformation orchestration, and a generic UI for tracking migration progress and errors.
Custom migration engines built using this model have the same core migration capabilities as Microsoft‑provided migration engines for Business Central, Dynamics GP, and Dynamics SL. Migration execution, status, and failures surface in a generic migration UI, ensuring a consistent administrative experience across built‑in and partner‑provided migrations.
This extensibility model allows partners and ISVs to create reusable, supported migration solutions for legacy and industry‑specific systems, reducing project risk and eliminating the need for ad hoc scripts, external tooling, or one‑off migration code.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/02/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"005705a2-9f2c-f011-8c4d-0022481da8cf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/24/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Run reimplementation projects using cloud migration tool", "Investment area": "Governance and administration", "Business value": "Enable faster reimplementations by reusing core business data from existing Business Central solutions instead of starting a new implementation from scratch.
", "Feature details": "In 2026 release wave 1, it's easier to take on Business Central reimplementation projects by migrating data from older Business Central on‑premises versions. New cloud migration tooling provides a supported end‑to‑end reference implementation that migrates essential master and transactional data only, enabling customers to move off legacy versions without carrying forward obsolete customizations.
The initial scope covers company migration scenarios from Business Central version 14, including core master data (customers, vendors, items), selected transactional data, opening balances, and required setup tables. The reference implementation demonstrates end‑to‑end replication, data transformation, and upgrade logic aligned with Dynamics 365 Business Central data semantics.
The tooling is designed to be extensible by developers, allowing partners to contribute additional migration modules where needed and adapt the reference implementation to specific customer scenarios. This provides a stable, extensible foundation for reimplementation projects, with more functionality planned for future releases based on partner and customer feedback.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5d536fe3-a02c-f011-8c4d-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add support for MultiSubnetFailover", "Investment area": "Governance and administration", "Business value": "For on-premises customers who run the database with high availability features, failover operations are faster. This improvement reduces downtime during failovers and makes the system more available for users.
", "Feature details": "The MultiSubnetFailover feature enables faster failover for all Availability Groups (AGs) or Failover Cluster Instances (FCIs) in SQL Server 2012 or later versions. This feature significantly reduces failover time for single-subnet and multi-subnet Always On topologies.
In this release wave, we added a new server setting, EnableSqlMultiSubnetFailover. When an administrator sets this value to true, the server enables the MultiSubnetFailover feature on connections from the server to the database. When you enable this setting, the system ensures faster failover operations for databases with high availability features. Users benefit from improved system availability.
For more information about the MultiSubnetFailover feature in SQL Server 2012, see SQL Server Multi-Subnet Clustering.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c1d656a8-afbc-ef11-b8e8-000d3a12dd47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Link to Power Platform to use Copilot Studio messages", "Investment area": "Governance and administration", "Business value": "Link your Business Central and Power Platform environments to use Copilot Studio messages. With AI-driven automation, you get greater efficiency and stronger customer relationships.
", "Feature details": "This release wave expands Business Central with powerful Copilot features and tools that boost user creativity and save time. For example, the Sales Order Agent helps small and medium business organizations improve efficiency and customer relations by automating the process of capturing sales quotes and orders using AI.
Some Copilot and agent capabilities, like the Sales Order Agent, charge for using Microsoft Copilot Studio messages. This feature introduces a consumption-based billing model for select capabilities, including the Sales Order Agent and AI features built with Development Tools for Copilot for Business Central.
To use these features, link the Business Central environment to a Power Platform environment from the Business Central admin center.
![\"Screenshot](\"media/rp-link-ppac.png\" "\\"Screenshot")
When you link the environments, the Business Central environment can use Microsoft Copilot Studio messages from any prepaid message capacity that you assign to the Power Platform environment. It also uses the billing policy for pay-as-you-go billing through an Azure subscription.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a31f4bda-87f3-ef11-be20-7c1e52472896", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Connect AI agents to the admin center through MCP server", "Investment area": "Governance and administration", "Business value": "Managing Business Central environments often requires scripting or building integrations for routine administrative tasks. The Business Central admin center MCP server enables administrators and partners to interact with environment management APIs conversationally through AI tools such as Visual Studio Code.
", "Feature details": "The 2026 release wave 1 starts the preview of the Model Context Protocol (MCP) server that exposes Business Central admin center APIs in a standardized, self‑describing way. MCP‑compatible AI agents can discover available admin operations, understand context, and perform environment management tasks.
Using tools like Visual Studio Code, administrators can ask questions such as environment update status, available upgrades, or installed extensions, and receive structured responses sourced directly from the admin center. Agents can also propose follow‑up actions, such as copying an environment to a sandbox, scheduling an update, or investigating a failed upgrade, while keeping the user in control through explicit confirmation steps.
Example scenarios include:
This approach simplifies common admin workflows that previously required PowerShell scripts or Logic Apps, making environment management more accessible and consistent across tools while reusing the same secure Business Central admin center APIs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"65724fee-0008-f111-8407-7c1e527dbded", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Comply with local data residency requirements in Italy", "Investment area": "Governance and administration", "Business value": "Moving your Italian environments to the Italy Azure Geo ensures that your Business Central environments comply with local data residency requirements in Italy and can improve latency for users in the region.
", "Feature details": "Starting in 2025 release wave 2, Business Central environments configured with the Italian localization are hosted in the Italy Azure Geo instead of the Europe Azure Geo. This change provides the following benefits:
Customers don't need to take any action, unless they link their Business Central environment to a Power Platform environment. The migration occurs automatically during scheduled environment updates, and notifications are sent in advance.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"d8013ca2-feb3-f011-bbd3-0022482e27fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Comply with local data residency requirements in Poland", "Investment area": "Governance and administration", "Business value": "Moving your Polish environments to the Poland Azure Geo ensures that your Business Central environments comply with local data residency requirements in Poland and can improve latency for users in the region.
", "Feature details": "Starting in 2025 release wave 2, Business Central environments configured with the Polish localization are hosted in the Poland Azure Geo instead of the Europe Azure Geo. This change offers the following benefits:
Customers don't need to take any action, unless they linked their Business Central environment to a Power Platform environment. The migration occurs automatically during scheduled environment updates, and notifications are sent in advance.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6d5961bb-feb3-f011-bbd3-7ced8d1ab803", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get in-product notifications about issues with job queue background processing", "Investment area": "Governance and administration", "Business value": "Sometimes tasks, reports, or batch processes take a long time to complete. To keep people productive, companies often use Business Central's ability to run processes in the background. If something goes wrong and an important background process stops, or isn't scheduled, in-product notifications help you react quickly to resolve the issue.
", "Feature details": "To get notifications about issues with job queue processing, run the Set up Job Queue Notifications assisted setup guide from the Assisted Setup page.
![\"Shows](\"media/job-queue-notification-assisted-setup.png\" "\\"Shows")
Select Next in the first step of the Set up Job Queue Notifications guide to set up users to notify about issues with job queue entries. Turn on Notify the user who initiates background task to notify the user who starts the job queue entry. Turn on Job Queue Administrators to notify job queue notification administrators, and select users in the list.
![\"Step](\"media/jqn-step2-who-to-notify.png\" "\\"Step")
Select Next on the second step to specify how to send notifications. To use in-product notifications on home pages, turn on the In-product notifications toggle.
![\"Step](\"media/jqn-step3-notification-type.png\" "\\"Step")
Note
You can also use external Business Events to control notifications with Power Automate, for example, when you enable virtual tables and events in your Dataverse connection setup. Because the external Business Events feature is in preview, a separate release plan explains how to set up and use this feature. This release plan focuses only on in-product notifications for issues with job queue entries.
Select Next on the third step of the Set up Job Queue Notifications guide to specify when to send notifications if a job queue entry has an issue. To notify users immediately with in-product notifications on their home pages, turn on the Immediately, per job queue toggle. To reduce noise, turn on the After a threshold is reached toggle to notify users when failure thresholds are exceeded. Use the Threshold 1 and Threshold 2 fields to define how many times a job queue entry must fail before notifying a user.
![\"Step](\"media/jqn-step4-when-to-notify.png\" "\\"Step")
Select Next on the fourth step to finish the guide. Select Finish to apply the notification settings.
When the guide completes, if you select Notify the user who initiates background task, the system enables the notification for all users on the My notifications page. If a user doesn't want to receive these notifications, they can turn off Job Queue Failed Notification on the page.
![\"Job](\"media/jq-my-notifications.png\" "\\"Job")
In-product notifications also let you perform actions. To turn off the notification, select Don't show this again. Select Restart failed job to try to start the job queue entry again. Select Show more details to view more details about the issue. When you select Show more details, the Job Queue Log Entries page opens. This page contains the error message that caused the job queue entry to fail.
![\"Show](\"media/jq-rolecenter-notification-cues1.png\" "\\"Show")
User home pages contain three new cues that inform users about the current state of the job queue entries they start:
Each user can set up the visual appearance of these cues by choosing the Set up cues action in the Job Queue Tasks section of the home page. The Set up Job Queue Notifications guide sets only the Tasks failed thresholds.
Note
Users you list as job queue notification administrators can view the job queue entry failures for all users.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get external notifications when job queue entries fail", "Investment area": "Governance and administration", "Business value": "Sometimes tasks, reports, or batch processes take a long time to complete. To keep people productive, companies often use Business Central's job queue to run processes in the background. If something goes wrong and an important background process stops, or if the process isn't scheduled, receiving a notification helps you quickly resolve the issue.
", "Feature details": "To get notified about issues with job queue processing, run the Set up Job Queue Notifications assisted setup guide from the Assisted Setup page. The guide helps you set up your notifications. Follow the steps in the Get notified about issues with job queue background processing release plan.
Choose Next on the second step to specify how to send notifications. In addition to In-product notifications, choose Control notifications with business events (preview) to turn on the toggle and manage your notifications through external business events.
![\"Shows](\"media/jq-step3-business-events.png\" "\\"Shows")
On the fourth step, select Next to finish the guide for setting up a Power Automate flow that sends notifications when the job queue fails and the external business event is sent.
![\"Shows](\"media/jq-step5-power-automate-template.png\" "\\"Shows")
Select Create an automated flow from Job Queue Notification template to open the Job Queue Entries page. On the Job Queue Entries page, select Automate, Power Automate, and then Create automated flow to open the Create a flow page. The Create a flow page includes a Notify on Outlook or Teams when Job Queue in Business Central fails template.
On the Create a flow page, set up connections to Business Central, Outlook, and Teams, or any combination of these apps. Select Next to set parameters for the flow. Select Edit in advanced mode to edit the flow that the template creates to fit your needs.
![\"Show](\"media/jq-notification-template-flow.png\" "\\"Show")
Select Finish to apply the notification settings.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"11/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"5a4ea1f9-e965-ef11-bfe2-000d3a9bd76b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get early access preview versions as a partner", "Investment area": "Governance and administration", "Business value": "Tenants with the partner sandbox license get early access to preview environments for the next major Business Central version, giving you a head start in exploring new capabilities and preparing for changes ahead of general availability.
", "Feature details": "Early preview environments automatically update to newer builds as development progresses, so you can continuously test and give feedback on evolving features. This proactive access supports better planning, smoother adoption, and deeper engagement with the product roadmap.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"102414bd-e599-f011-b4cc-000d3a112b25", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enhanced index troubleshooting", "Investment area": "Governance and administration", "Business value": "The enhanced Database Missing Indexes page gives you deeper insights to help you optimize database performance. With new metrics, businesses can see opportunities to reduce query costs and improve system efficiency. These improvements lead to faster operations and a better user experience. These enhancements bring clear benefits, including better resource usage and cost savings.
", "Feature details": "Use the Database Missing Indexes page to find ways to improve database performance by adding indexes.
This release adds new metrics to help you understand the benefits of adding indexes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Tenant administrators can set Feature Management switches with an API", "Investment area": "Governance and administration", "Business value": "The new API for Feature Management empowers tenant admins to streamline and scale their operations by automating feature switch settings across multiple companies and environments. It reduces manual effort, minimizes errors, and ensures consistent feature configurations. By integrating this capability into existing deployment or configuration pipelines, businesses can accelerate rollouts and maintain tighter control over feature availability. Ultimately, this leads to improved operational efficiency and a more agile response to changing business needs.
", "Feature details": "Tenant admins can now control entries on the Feature Management page using an API. This allows them to automate setting feature switches across multiple companies and/or environments.
The following operations are possible with the new API:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Export sandbox environment databases", "Investment area": "Governance and administration", "Business value": "This feature gives administrators the same database export capabilities for sandbox environments as production environments, enabling easier data migration, backup, and troubleshooting.
", "Feature details": "Administrators can now export the database of a sandbox environment to a .bacpac file in their own storage account directly from the Business Central admin center. Previously, this capability was limited to production environments.
With this enhancement, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create more sandbox environments with partner sandbox licenses", "Investment area": "Governance and administration", "Business value": "This feature gives partner organizations more capacity to develop, test, and validate solutions. By scaling sandbox quotas with license growth, partners can accelerate innovation and improve quality assurance for customer deployments.
", "Feature details": "Partner organizations using the partner sandbox license now receive additional sandbox environments based on their license count:
This enhancement ensures that as partners expand their development teams, they have sufficient sandbox environments to support multiple projects, test customizations, and validate integrations. It eliminates the need for workarounds and provides a predictable, scalable model for environment allocation.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/05/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"781863a2-45be-f011-bbd3-000d3a1ac06f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Update sandbox environments to preview versions", "Investment area": "Governance and administration", "Business value": "When this feature is available, you can update your sandbox environments to a preview version. You can test updates with your own data and installed extensions. This feature reduces risks, improves testing accuracy, and makes sure customizations integrate smoothly. With this feature, you make better decisions and experience smoother transitions.
", "Feature details": "For each major Dynamics 365 Business Central update, Microsoft organizes a public preview starting a month before the release of the update. With the public preview, customers and partners can test and prepare for new functionality and other product changes by using a sandbox environment. Until now, you couldn't update a sandbox environment to a preview version. This limitation made it difficult to test the next major version with your own data and extensions.
With this feature, you can update a sandbox environment to the preview version. Customers and partners can now:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Migrate to the cloud from Dynamics SL", "Investment area": "Governance and administration", "Business value": "When you migrate from Dynamics SL to Dynamics 365 Business Central online with the cloud migration tool, you get a seamless migration process. The tool makes upgrading to Business Central smooth while keeping your data intact. It reduces downtime and lowers the risk of data loss. After migrating to Business Central, you get real-time data analytics, better decision-making, and improved efficiencies. You also get a modern interface, advanced reporting, and analytics. With Business Central, you get continuous updates and innovations that help your business stay productive and agile.
", "Feature details": "In 2024 release wave 2, we simplify migration from Dynamics SL on-premises to Business Central online. Key features include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage per-tenant extensions in admin center", "Investment area": "Governance and administration", "Business value": "With a unified user interface and API for managing per-tenant extensions (PTEs) alongside AppSource apps, administrators can more easily maintain extensions across different environments and tenants.
", "Feature details": "This release introduces a feature that lets administrators manage PTEs by using the Business Central admin center and its API. With this feature, admins can manage PTEs just like they manage AppSource apps. This feature saves time and effort because admins can manage PTEs across different environments and tenants without going to the client of each environment.
An admin center page shows all the PTEs that you install in an environment. You can upload new PTEs or newer versions of existing PTEs. You can install PTEs right away, during the maintenance window, at the next minor update, or at the next major update. The page also lets you uninstall PTEs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"866b326c-5251-ee11-be6f-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage environment updates more flexibly", "Investment area": "Governance and administration", "Business value": "With extended periods for major releases and optional minor updates, administrators get more flexibility to update environments in a way that suits their needs. Businesses get more time to prepare for updates and plan them for less busy periods.
", "Feature details": "Previously, the update policies for major and minor updates were relatively rigid. This release introduces the following changes that give you more flexibility:
Five-month update periods for major updates: This change gives you more time for thorough testing and preparation before implementing the update. Resellers can spread the workload of updating all customer environments over the entire calendar year to avoid peak periods for major updates. Developers have more time to make sure all apps work with the update. Customers with specific testing and preparation requirements have more time to meet those requirements.
Optional minor updates: This change lets administrators choose when to implement minor updates. Administrators can choose whether to implement minor updates. The default behavior of environments receiving updates every month doesn't change. Instead, administrators can pick any later version as the target version to schedule an update for. This choice skips intermediate versions.
As part of these changes, the grace period after the update period for the next major update is one month. As before, the update runs and you can't postpone it to a later date during this grace period. The update is forced by uninstalling incompatible extensions when the grace period ends.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"04/30/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"588039d4-60dd-ee11-904d-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Encrypt data at-rest with customer-managed encryption key", "Investment area": "Governance and administration", "Business value": "With this capability, you can meet your data and privacy policy requirements by following standard privacy guidelines.
", "Feature details": "With Dynamics 365 Business Central 2024 release wave 1, you can encrypt your environment database with your own encryption key. This feature, also known as a customer-managed key (CMK), gives you enhanced data protection and compliance for your business data. With CMK, use your own Azure Key Vault key to protect and control access to the key that encrypts your environment database. You get more flexibility and control over your encryption keys, including the ability to rotate, revoke, or restore them.
You manage this feature in the Power Platform admin center. The Business Central environment must link to a Power Platform environment. When you enable CMK on a Power Platform environment that links to a Business Central environment, the same CMK policy applies to both the Power Platform and Business Central environments.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"02/24/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"02f070d4-51a0-ec11-b400-000d3a99e8e2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Achieve sustainability scorecards and goals", "Investment area": "Legislation", "Business value": "Achieving sustainability scorecards and goals enhances a company's reputation, operational efficiency, and compliance. It leads to cost savings and risk mitigation. Sustainability efforts attract investors, customers, and talent while fostering innovation and ensuring long-term viability. When a company aligns its sustainability efforts with regulatory incentives and market demand, it creates a competitive advantage. Responsible resource management and positive stakeholder engagement drive growth.
", "Feature details": "This feature integrates with the existing Sustainability Setup and uses role-based access through the Sustainability Manager field in the User Setup page. Here you can set up specific scorecards with owner information to track sustainability and add goals for each scorecard. Each goal has start and end dates, baselines, and current and target values for all tracked emissions. With this information, you can easily track your progress toward achieving your sustainability plans.
To set it up, you must first configure the Sustainability Setup page with emission unit measures. Then, you enable Sustainability Manager for designated users and create scorecards with assigned owners. Finally, you define goals with current/baseline periods, target values, and optional scope (companywide, country/region, or facility-specific). Goals support progress tracking through current versus target comparisons, with one main goal, which is shown on the Sustainability Manager Role Center.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a83b2517-b6cc-ee11-9079-000d3a574f8a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/23/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Track sustainability certificates for items and vendors", "Investment area": "Legislation", "Business value": "Customers increasingly seek products that are friendly to people and the environment. It's good for business if you can show that you built or bought products with sustainability in mind. To encourage sustainability, recognized organizations award various sustainability certificates. To track the sustainability certificates your vendors earn, add certificates to the vendors or to the items they work with.
", "Feature details": "If a vendor or an item has a sustainability certificate from an issuer, you can easily record the certificate information on the vendor or item. If you want to find a vendor with a certain sustainability certificate, you can filter on the certificate.
Create sustainability certificates with the following details:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use multiple VAT numbers for a customer", "Investment area": "Legislation", "Business value": "Customers who have warehouses in multiple EU countries have a different VAT number for each country. Business Central makes it easy to accommodate that situation. You can configure alternative VAT numbers and posting groups for customers' warehouses in different countries. When you use ship-to addresses on your sales documents for different countries, Business Central automatically applies the correct VAT number and corresponding posting groups.
", "Feature details": "Customers with warehouses in different EU countries must register new VAT numbers in each country. These customers have more than one VAT number.
Although this feature is designed primarily for customers in the EU, customers in any country can use it if they have locations in other countries. Users must make sure they meet all legal obligations and requirements when they set up this feature.
You can add the VAT Number, the VAT Business Posting Group, and the General Business Posting Group to an alternate address for a customer when the address has a different Country/Region Code. When you want to send goods to another address and select an Alternate Ship-to Address, Business Central shows the correct VAT number. You can also use different posting groups.
When you create a new alternative address for your customer and enter a Country/Region Code that differs from the customer's existing setup, Business Central checks for an existing VAT Number for that country or region. If the VAT number doesn't exist, Business Central prompts you to create a new VAT number.
You can use this feature with the following sales documents:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Report sustainability entries with financial reports", "Investment area": "Legislation", "Business value": "Integrating sustainability metrics, especially greenhouse gas emissions, into financial reports greatly enhances business value. This integration shows your commitment to transparency and accountability, and it builds trust with stakeholders.
", "Feature details": "Users can choose a new Totaling Type on the Financial Reports Line - Sust. Account that refers to the Sustainability Ledger Entries.
With this model, users can combine values based on General Ledger Entries or Statistical Account Ledger Entries with the following sustainability values: Emission Fees, CO2 Emission, CH4 Emission, and N2O Emission.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"11/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0a29eb6b-f418-ef11-9f89-6045bda7565a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Purchase carbon credits", "Investment area": "Legislation", "Business value": "Many regions have mandatory emission reduction targets. When companies can't reduce emissions enough through their operations, they purchase carbon credits to comply with these regulations.
", "Feature details": "On Item Card pages, set the GHG Credit field for items to treat them as carbon credits. When you set up an item as a carbon credit item type, you enable the Carbon Credit per UoM field (decimal) so you can specify the carbon credit value.
When you add the item to purchase documents, the system posts a negative line for emission in the Emission CO2 field. It also posts the cost of the item in the Emission Fee field in the Sustainability Ledger Entry table.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d148ecab-212a-ef11-840b-7c1e520dace6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable internal carbon fee calculation in Sustainability", "Investment area": "Legislation", "Business value": "Motivate your business or individual business units to reduce carbon emissions by setting up carbon fees for greenhouse gas emissions.
", "Feature details": "Companies can set up an internal fee that they charge themselves for each unit of carbon they emit. An internal company carbon fee is a fee that a company charges itself for each unit of CO2 that it emits. The company sets the fee to encourage the organization to reduce its carbon footprint and be more environmentally sustainable. By putting a price on carbon emissions, the company motivates organizational units to find ways to reduce emissions and save money.
Organizations can set their carbon fee and fees for other greenhouse gas (GHG) emissions by scope type. They can also use a flat fee across scopes. GHG fee calculation should include allocations by Country/regions and by Responsibility Centers.
Administrators can enable carbon fee or other GHG fee calculations by using the GHG Fees field on the Sustainability Setup page. Business Central then automatically calculates the fees when you post sustainability journals, or you can run a manual action. Post the fees to the Sustainability Ledger Entry page. The fees are available in the Emission Fee field.
To use this functionality, set up fees on the Emission Fees page. Specify the GHG emissions to use in calculations and the emission fee amount. Use a recalculation model to calculate all fees in a carbon equivalent.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"bc443e5f-f018-ef11-9f89-7c1e521c00f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Navigate the sustainability manager role center with ease", "Investment area": "Legislation", "Business value": "The sustainability manager role center enhances operational efficiency by giving you quick access to key environmental metrics and compliance data. With streamlined access, managers can monitor sustainability initiatives in real time and make timely adjustments to meet regulatory standards and corporate sustainability goals. By reducing the time spent on data retrieval and analysis, this feature lets sustainability managers focus on strategic decision-making and continuous improvement. It drives more sustainable business practices and enhances overall organizational performance.
", "Feature details": "Sustainability experts in your company can use the Sustainability Manager role center to access all crucial data about greenhouse gas emissions in their organizations.
Users see a specific menu with sustainability-related information in the headline. The role center includes charts and cues for all important information about emissions. It also has purchase documents with emission-related lines and goals.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"2afae725-b6cc-ee11-9079-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Record greenhouse gas emissions using purchase invoices", "Investment area": "Legislation", "Business value": "When businesses record greenhouse gases with purchase invoices, they can track and reduce their carbon footprint. By combining environmental data with financial records, companies see high-emission activities. They make informed sustainability decisions and improve their corporate responsibility. This proactive approach not only meets regulatory requirements but also attracts eco-conscious customers, strengthens brand reputation, and leads to cost savings through more efficient resource management.
", "Feature details": "When users receive emissions information on their invoices from vendors, they can promptly include these values in the Purchase Invoice or Purchase Order. This process step eliminates the need for redundant data entry in Sustainability Journals later. This streamlined process enhances user productivity. Users choose the Sustainability Account and enter the designated emission amounts for each account.
You can also enter these values in the Purchase Credit Memo to use for reversal entries.
When you post a purchase document, the system shows the emission information in the Posted Purchase Invoice or Posted Purchase Credit Memo, and in the Sustainability Ledger Entry with the correct entry type.
If you don't want to track emissions in purchase documents, you can turn off this feature on the Sustainability Setup page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"02f573b2-4dde-ee11-904d-00224827e5da", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use multiple subcategories for one sustainability account", "Investment area": "Legislation", "Business value": "When you enable more diverse account subcategories for the sustainability account, you can reduce the number of accounts you need. You can also consolidate different types of information into one account.
", "Feature details": "Users set a default Sustainability Account Subcategory for each Sustainability Account and include this information during setup. However, users can configure multiple subcategories for a single account.
When working with Sustainability Journals, users can change the Sustainability Account Subcategory on each line if multiple options are available. This approach lets users post entries to the same Sustainability Accounts but use different emission factors in the formulas. For example, if you want to use one account for all company cars, you can handle different emission factors for different types of cars more easily. You can post all entries by using only one account, but you can use subcategories as an extra analytic.
Additionally, users can post entries to the Sustainability Ledger Entry with zero emissions when they mark their Sustainability Account Subcategories as Renewable Energy. In this case, the system posts only the basic information used in the formula. The total emissions are zero, and the entry is marked as Renewable Energy.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"49277435-0a5e-ef11-bfe2-6045bdd5fdeb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add attachments when you send electronic documents", "Investment area": "Legislation", "Business value": "When you send an electronic document, such as an invoice, you can attach the document as a PDF. This attachment option enhances transactional transparency and streamlines auditing processes to increase efficiency and reduce potential disputes.
", "Feature details": "Before this release, when you post sales documents, you create E-Document files, such as the Peppol BIS 3 format. You can only send this e-document file to the electronic document service provider. The Peppol BIS 3 format supports attachments as encoded objects within the XML file.
In this release, you can include PDF attachments with the electronic document. Business Central encodes the PDF in the XML file, alongside invoices or credit notes, when you send documents to different endpoints.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"11/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"7b4a59e1-b5cc-ee11-9079-00224827e012", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Stay in flow of work with updated Outlook integration", "Investment area": "Productive with Microsoft 365", "Business value": "Whether you're in sales, purchasing, accounting or running the business, you use Outlook as your interface to the world outside your organization. The Outlook add-in and contact synchronization features from Business Central allow you to stay in the flow of work, getting more work done without leaving your inbox.
", "Feature details": "We've improved the security of the Outlook add-ins that help users manage their business inbox. When you install the add-ins, you'll need to complete an extra one-time setup to ensure your account stays protected. Administrators can still automate add-in deployment across your organization using centralized deployment.
We've also improved the user experience, speed, and security of the contact synchronization feature that people can use to copy contacts from Business Central to Microsoft 365. You can easily author mails or schedule meetings with business contacts from Outlook and Teams. To synchronize contacts, go to the Contacts list and find the new Synchronize with Outlook action.
As we continue our work to keep our customers secure, we're deprecating the Exchange Synch setup pages that are no longer needed for connecting Business Central with Outlook and Exchange.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"c92ddcf3-33db-f011-8544-000d3a1ec4ee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use advanced settings in the Power BI connector", "Investment area": "Reporting and data analysis", "Business value": "Advanced Power Query users can now fine-tune how the Power BI connector for Business Central works in their semantic models. New parameters for the Power BI connector for Business Central give you more flexibility, better performance, and an improved user experience for data integration and analysis. The default values still work well in most cases. With these parameters, you get more control over your data interactions, so data processing is more efficient, performance is better, and the user experience is enhanced.
", "Feature details": "Starting in this release, the Power BI connector for Business Central supports several advanced properties that you set in your Power Query queries:
AcceptLanguage: Use this parameter to specify preferred languages for responses. With this parameter, users receive messages and translatable strings in their desired language. This parameter improves user satisfaction and makes the data more accessible and relevant. For more information, see Load a report in Power BI.
ODataMaxPageSize: Limit the number of entities in each results page to add flexibility when you connect to large datasets or use complex queries. This parameter keeps data retrieval efficient and responsive, so you get faster insights. You can't set a value higher than the maximum page size the service allows. For more information, see ODataPreferenceHeader.MaxPageSize Propert.
Timeout: Set the maximum duration for a request before it times out. This parameter helps manage system resources and stops long-running queries from affecting system performance. Users see minimal delays and interruptions, so workflows stay smooth. You can't set a value higher than the timeout the service allows. For more information, see OData.Feed.
UseReadOnlyReplica: This parameter controls whether requests go to the primary database or a read-only replica. When you offload read operations from the primary database, you boost performance. This approach provides faster data retrieval and better system stability, especially during peak usage times.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add fields from related tables in analysis mode", "Investment area": "Reporting and data analysis", "Business value": "Analysis mode is a powerful experience that lets you create and analyze data views easily. You can also use Copilot and natural language to create views. This release lets you add fields from related tables to an analysis mode tab, including grouping by these fields for advanced data analysis.
", "Feature details": "You can add fields from related tables in analysis mode tabs in two ways:
From the context menu Add columns from on an analysis mode tab. This inserts the fields as new columns at the end of the view.
![\"Select](\"media/analysis-mode-select-column-tab-focus_s.png\" "\\"Select")
From the context menu Add columns from on an analysis mode column. This inserts the fields as new columns to the right.
![\"Select](\"media/analysis-mode-select-column-column_s.png\" "\\"Select")
In both cases, select the related table to choose fields from. If there is more than one relation to the target table, the context menus show via <relation> after the table name. For example, in an analysis mode tab on the Customer list, you can add fields from the Contact table via the relation \"Primary Contact No. := No.\", where the No. of the Contact matches the Primary Contact No. on the customer.
After you select the table, a dialog appears to choose columns. The dialog shows the source table name and number, as well as the fields in the table. You can only select fields that have already been added to one or more pages. Use the Show available fields from option to select a page, which then populates the available table fields.
![\"Example](\"media/analysis-mode-choose-source-page_s.png\" "\\"Example")
You can add multiple fields at once using multiselect. User-defined views are personal and reside in the tenant database.
The following example shows how to add the Email field from the Contact table as a column, using the Contact List page to select fields. Notice the smaller Contact prefix above the E-Mail caption, indicating that this column comes from a related table.
![\"Example](\"media/analysis-mode-email-added_s.png\" "\\"Example")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enhance reports with PDF post-processing capabilities", "Investment area": "Reporting and data analysis", "Business value": "As a developer, you can create more comprehensive and secure reports by appending multiple documents, embedding extra files, and setting admin and user passwords. This capability not only saves time but also ensures that the final documents meet specific business requirements. By adding value and improving overall efficiency, this feature empowers businesses to deliver more detailed and protected reports to their stakeholders.
", "Feature details": "Many developers request the ability to perform post-processing on PDF documents from reports.
In this release, an AL developer can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced and faster reports for analysis of deferrals and trial balances", "Investment area": "Reporting and data analysis", "Business value": "Built-in deferral report Excel layouts now include subtotals, making it easier to review balances, improve transparency, and reduce manual spreadsheet work during reconciliation and audit processes. Several standard finance Excel reports also run significantly faster, helping finance teams analyze data and complete period-end tasks more efficiently. In addition, new analysis views on key finance list pages provide improved filtering and slicing of ledger and asset activity. Together, these enhancements increase reporting performance, strengthen financial oversight, and support faster, more informed decision-making.
", "Feature details": "To make it easier to review balances during reconciliation and audit processes, we've added subtotals to Excel layouts for the built-in deferral reports:
Performance is important to everyone, so we found ways to speed up the following standard finance Excel reports:
To help you filter and slice ledger and asset activity, analysis view is now available on the following list pages:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use built-in named formulas in Excel layouts", "Investment area": "Reporting and data analysis", "Business value": "Built-in named formulas save Excel report authors time and effort by making it easy to get data from metadata sheets.
", "Feature details": "To make it easier to use data from metadata sheets, Excel layout workbooks include named formulas when you generate them in the 2024 release wave 2. Instead of spending time creating complex VLOOKUP or XLOOKUP formulas, report authors can use named formulas such as ReportRequest.Date or ReportMetaData.ReportHelpLink.
![\"Named](\"media/namedformulas-780x440.png\" "\\"Named")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Access open-sourced Power BI apps", "Investment area": "Reporting and data analysis", "Business value": "By open-sourcing the remaining Power BI apps for sales, purchasing, and projects, businesses now have complete access to the code for all standard Business Central Power BI apps. This means you can fully customize semantic models and reports to match your unique processes, KPIs, and reporting needs. Instead of starting from scratch, you can build on high-quality, ready-made models and visualizations, saving significant development time and effort. This flexibility empowers teams to create tailored insights, improve decision-making, and ensure reporting aligns perfectly with business goals. Ultimately, it accelerates adoption of data-driven practices across your organization.
", "Feature details": "We've open-sourced the code for the Power BI apps for:
We've also released the source code for the remaining Power BI apps:
You can change the Power BI semantic models and reports to fit your business needs.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"17145ef9-cf90-f011-b4cc-0022482c11b3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience financial reporting enhancements", "Investment area": "Reporting and data analysis", "Business value": "Financial reporting in Business Central is now more efficient, consistent, and easier to manage across the organization by improving how reports are discovered, authored, distributed, and governed. A new tile view helps users quickly understand report status and relevance, while authors gain greater control over formatting, branding, categorization, and lifecycle status to produce clearer, more professional outputs. Users can automate distribution to groups and analyze data across all dimension values in a single run, reducing manual effort and ensuring timely access to insights. Administrators can define global defaults and track report usage through an audit log, supporting governance, compliance, and better decision‑making based on real usage patterns.
", "Feature details": "Report users, authors, and administrators get new features to make common tasks in financial reporting more efficient. All users get a new tile view on the report list. The tile view includes information such as report status, category, name, description, and last run date/time.
Report authors can:
Report users can:
Report administrators can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Get easier editing of document report layouts with the enhanced Word add-in", "Investment area": "Reporting and data analysis", "Business value": "Help your business respond faster to changing document and reporting requirements by making it easier for non‑technical users to customize and maintain report layouts without developer support. By simplifying how report data is discovered and inserted into document templates, teams can create consistent, professional‑looking invoices, orders, and confirmations more efficiently. The improved authoring experience reduces turnaround time when updating branded or localized documents, supporting greater agility across regions and customer segments. As a result, organizations can scale document customization efforts while lowering dependency on IT resources and streamlining ongoing reporting operations.
", "Feature details": "We're introducing significant usability improvements to the Word add‑in for document report layouts. The improvements enable business users and office workers, not just developers, to design and manage document layouts in Microsoft Word.
Enhancements to the data picker experience make it easier to navigate report datasets. You have better visibility into nested data items so you can insert fields into layouts with a simple double‑click, while automatically advancing the cursor when working within table cells to streamline creating layouts with tables. New metadata visibility allows designers to view meaningful information about selected data elements without leaving Word, and an integrated search and filtering capability enables quick discovery of relevant fields across complex datasets.
The add‑in also introduces support for dark mode to improve accessibility and user comfort.
Currently in preview, a new Insert Table capability lets you build and populate tables from report data in a single, guided workflow where designers can select data sources, define column structures, include headers, reorder fields, and optionally generate captions automatically before inserting fully bound table structures with repeaters and footer content.
Also, ongoing report refactoring in the application moves tooltip definitions from pages to table level, allowing richer contextual field insights to surface directly within the Word add‑in.
Together, these enhancements simplify document layout development, reduce the need for technical intervention, and accelerate the creation and maintenance of Word‑based report templates across organizations.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/15/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b8693b51-782b-f111-88b4-0022482aaa2e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for finance", "Investment area": "Reporting and data analysis", "Business value": "Improvements in reporting and analytics for finance help your business track new key performance indicators (KPIs) and scenarios with customizable Excel layouts. You can tailor many finance reports to your needs, and enriched datasets provide more comprehensive analyses.
", "Feature details": "You get better reporting and analytics for finance with the following Excel reports:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for sales", "Investment area": "Reporting and data analysis", "Business value": "Improvements in reporting and analytics for the sales area help your business track new KPIs and scenarios in Power BI. New enhanced possibilities in data analysis allow you to create mini reports. Customizable Excel layouts for many finance reports let you tailor them to your needs. Enriched datasets provide more comprehensive analysis.
", "Feature details": "We significantly improved reporting and analytics for sales.
For the Power BI app for Sales, we added new reports and expanded the capabilities of existing reports. The following new reports give you more insights into your sales processes:
For existing analyses, we updated the following reports with ways to dig deeper into your sales data:
To support on-the-fly analyses, the new Sales Order Analysis Query makes ad-hoc analysis of sales orders easy with analysis mode. The following list pages have more fields to make data analysis easier:
Also, the Aged Accounts Receivables Excel report is now generally available.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2789da7f-37f6-ef11-be20-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use embedded Power BI reports out of the box", "Investment area": "Reporting and data analysis", "Business value": "It's easier than ever to leverage your business data and get insights into your operations. You can analyze your business data with out-of-the-box Power BI reports for finance, sales, purchasing, inventory, manufacturing, and projects.
", "Feature details": "Business Central gives you many options for reporting, business intelligence (BI) dashboards, and data analysis. This release wave adds many new reports for finance, sales, purchasing, inventory, manufacturing, and projects.
Specifically, you get the following Power BI reports:
See all reports here: Power BI apps/reports for functional areas
You can also embed the Power BI Metrics scorecards you use to track your important KPIs directly in Business Central.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/15/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d15c0540-e918-ef11-9f89-6045bda95bf0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Modernizing analytical reports for inventory", "Investment area": "Reporting and data analysis", "Business value": "Modernized inventory reports deliver a more intuitive experience by replacing outdated RDL layouts with familiar Excel and Word formats, making analysis and editing easier. Updated documentation helps you quickly learn about and apply these reports. The addition of the new Item Age Composition by Quantity and Value report provides deeper insights into ageing inventory. Deprecating older reports reduces redundancy and streamlines reporting for better decision-making and operational efficiency.
", "Feature details": "We've added modernized versions of the following inventory reports:
By modernizing a report, we mean:
We're also deprecating the following reports:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Control the lifecycle of report layouts", "Investment area": "Reporting and data analysis", "Business value": "Report layout administrators gain full control over the lifecycle of report layouts by assigning statuses such as Draft, Pending Approval, Approved, or Retired. These statuses ensure that only approved layouts are available to users, reducing errors and improving compliance with internal standards. By managing layouts through clear stages, businesses can streamline governance, accelerate approvals, and maintain consistency across reporting. Ultimately, this feature enhances operational efficiency and supports better decision-making through reliable, well-managed layouts.
", "Feature details": "Report layout administrators can set the status of report layouts to control their lifecycle stages. The following statuses are available:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Access report and request metadata in Word layouts", "Investment area": "Reporting and data analysis", "Business value": "Similar to Excel layouts, you can now access report and request metadata in a Word layout without the need to encode this information in the report dataset. This enhancement makes report datasets easier to understand and removes tedious work for AL developers who create datasets for reports.
", "Feature details": "Word layouts now include two types of metadata:
![\"Screenshot](\"media/word-xml-part.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Power BI Finance app to improve your cashflow", "Investment area": "Reporting and data analysis", "Business value": "The enhanced Finance Power BI app empowers businesses to proactively manage cashflow risk by offering deeper insights into customer payment behaviors. With the new Late Payments (Receivables) report, you can pinpoint which customers are delaying payments and quantify the impact in both time and value. The updated Aged Receivables report adds a rolling 12-month average, helping finance teams spot long-term trends and make more informed decisions. Additionally, the ability to filter by dimensions such as Customer Group Name enables more targeted analysis, driving smarter forecasting and strategic planning. These features collectively strengthen financial oversight and support healthier business operations.
", "Feature details": "The Finance Power BI app now offers the following capabilities:
The model for the app now also lets you add dimensions as filters or slicers. The actual dimension names, such as Customer Group Name, are available for global dimensions and for the first few shortcut dimensions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c2028ee4-8b8c-f011-b4cc-00224826fe9a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced Financial Reporting", "Investment area": "Reporting and data analysis", "Business value": "The enhanced Financial Reporting feature delivers significant value for report authors who can enjoy streamlined report creation with auto-filled fields, Excel-based editing, and dynamic column headings. These updates reduce manual effort, minimize errors, and support more flexible, currency-aware reporting. With these improvements, finance teams work faster and more efficiently.
", "Feature details": "The Financial Reporting feature is enhanced with new capabilities for report viewers and authors.
For financial report authors, we added the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for inventory", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for inventory help your business track new key performance indicators (KPIs) and scenarios. New capabilities for data analysis give you the ability to design different analyses on inventory data without a developer.
", "Feature details": "We've improved reporting and analytics for the inventory area. The Inventory by Location Analysis query combines inventory data with relevant master data tables to create a geographic hierarchy of region, country, city, and location. You can use this query to analyze an overview of item quantity, remaining quantity, and reserved quantity across inventory locations.
The following list pages include more fields to make data analysis easier:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Power BI Manufacturing app and modernized reports in manufacturing analytics", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for manufacturing help your business track new key performance indicators (KPIs) and scenarios in Power BI. Customizable Excel layouts for many manufacturing reports let you tailor them to your needs, while enriched datasets provide more comprehensive analysis.
", "Feature details": "We've significantly improved reporting and analytics for manufacturing.
In Power BI, the Power BI Manufacturing app now offers the following capabilities:
Gant Chart report
Posted Output Quantity
Finished Production Order Breakdown
Task List Drill Through
Work Center Load
Production Order Overview
Finished Production Order Breakdown
Released Production Orders
Prod Order - List
We also made the following changes to the semantic model.
Capacity Unit Of Measure
Show capacity in a subtitle is added to the following visuals:
The model for the app now lets you add dimensions as filters or slicers. The actual dimension names, such as Customer Group Name, are available for global dimensions and for the first few shortcut dimensions. Check the Dimension Sets table to try it.
In addition to the changes to the Power BI app, you also get modernized versions of the following manufacturing reports:
By modernizing a report, we mean:
Finally, we've added a new report named Prod. Order – List.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1914c99b-b98b-f011-b4cc-00224826fe9a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for purchasing", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for purchasing help your business track new KPIs and scenarios in Power BI. New capabilities for data analysis enable you to design different analyses on purchasing data without a developer. Customizable Excel layouts for several purchasing reports let you tailor them to your needs, while enriched datasets provide more comprehensive analyses.
", "Feature details": "We've significantly improved reporting and analytics for purchasing. The new Purchase Order Performance Analysis query makes it easy to perform ad-hoc analyses of purchase orders with analysis mode.
We enhanced the following list pages with more fields to make data analysis easier:
The following Excel reports are now generally available:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Power BI Sales app and modernized reports in sales analytics", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for sales help your business track new key performance indicators (KPIs) and scenarios in Power BI. Customizable Excel layouts for many sales reports let you tailor them to your needs, while enriched datasets provide more comprehensive analyses.
", "Feature details": "We've significantly improved reporting and analytics for sales. In Power BI, the Power BI Sales app now offers more capabilities.
The app offers new report pages:
We've made some changes to the semantic model:
We've also added modernized versions of the following sales reports:
By modernizing a report, we mean:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced Excel reports for sustainability", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for sustainability help your business analyze sustainability scenarios with Excel.
", "Feature details": "We improved reporting and analytics for sustainability.
The following Excel reports have new layouts that work well both for print and for pivot analysis in Excel.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for manufacturing (updated Power BI app)", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for the manufacturing area help your business track new key performance indicators (KPIs) and scenarios in Power BI.
", "Feature details": "We've greatly improved reporting and analytics for manufacturing in Power BI by adding new reports:
We also updated some existing reports:
In the version 26.2 update, we release the source code for the Manufacturing Power BI app.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"440d3dc9-5ab7-ef11-b8e8-7c1e52577a44", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for projects", "Investment area": "Reporting and data analysis", "Business value": "The improvements in reporting and analytics for the project area help your business track new key performance indicators (KPIs) and scenarios in Power BI. New capabilities for data analysis let you design different analyses on project data without a developer.
", "Feature details": "Reporting and analytics for projects are improved with the new Project Planning Analysis feature. This feature simplifies ad-hoc analysis of projects through analysis mode.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"59845355-39f6-ef11-be20-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use drill-back and dynamic dimension names in Power BI apps", "Investment area": "Reporting and data analysis", "Business value": "The new drill-back capability in Power BI lets you quickly investigate the details behind any number in your reports, helping you validate figures, uncover insights, and build greater trust in your data. To make it easier to analyze performance from multiple perspectives without manual setup, dynamic dimension naming lets you bring the flexible, user-friendly dimension structures from Business Central directly into Power BI. Together, these features streamline analysis, reduce time spent reconciling data, and enable faster, more confident decision-making. You can go from high-level KPIs to actionable insights in just a few clicks, keeping your business agile and informed.
", "Feature details": "We're introducing two new concepts in Power BI for Business Central: drill-back and dynamic dimension naming.
Use drill-back in situations where you want to go to Business Central to dive into the specifics of a number shown in Power BI. Maybe you want to understand how a number is calculated and gain trust in your reporting, or maybe you need to dig into the background of a certain number. Can it really be true that your COGS is that high? You can investigate.
Dimensions are a very popular analysis feature in Business Central that have been available for many years. Dimensions offer a dynamic way to define dimension names and values, both with code fields and with user-friendly names. With dynamic dimension naming in Power BI, we extend this flexibility to your Business Intelligence reports so you can analyze your data by dimensions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6519ab7a-6d90-f011-b4cc-00224830bb67", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Demo analytics with new enhanced demo data", "Investment area": "Reporting and data analysis", "Business value": "The new module in the Contoso Demodata tool expands your demo environment with realistic sample data for key sales and purchasing documents, including quotes, orders, invoices, and returns. This enriched dataset enables you to showcase end-to-end business processes, test scenarios, and train users in a safe, risk-free environment. By simulating real-world transactions, teams can better understand workflows, validate configurations, and demonstrate system capabilities to stakeholders. These demonstrations accelerate onboarding, improve decision-making, and enhance the quality of customer presentations.
", "Feature details": "We're introducing a new module in the Contoso Demodata tool to make it easier to demonstrate Power BI apps, Excel reports, and data analysis for sales and purchases.
The new module adds demonstration data for the following types of documents.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new APIs for analyzing permissions for auditors and IT staff", "Investment area": "Reporting and data analysis", "Business value": "The new read-only permission APIs empower businesses to strengthen security and compliance by enabling external auditing and analytics without compromising system integrity. With seamless integration into tools like Power BI and Microsoft Copilot Studio, organizations can create advanced reports and intelligent agents for deeper insights. This capability enhances transparency, supports regulatory requirements, and accelerates decision-making by providing secure, real-time access to permission data. Ultimately, it helps businesses maintain robust governance while unlocking new opportunities for automation and analytics.
", "Feature details": "In this release wave, we're introducing read-only APIs on the permission system. This allows for establishing security and auditing analytics and reporting outside Business Central—for example, creating reports with Power BI or agents with Microsoft Copilot Studio and MCP Server for Business Central.
The APIs are read-only and allow querying for:
We're also introducing a new permission set that allows you to use the new permission APIs. This shouldn't be granted to standard users, but might be included in security-related permission sets.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"1bbf9612-5fd6-f011-8544-00224826f06d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced Financial Reporting capabilities", "Investment area": "Reporting and data analysis", "Business value": "The no-code Financial Reporting feature gives finance departments important benefits by enabling self-service financial reporting and statements without developer help. The enhancements boost productivity by letting report viewers hide empty rows. Report owners can document usage, write introductory and closing paragraphs, and save and run reports with Excel templates. Administrators can monitor required permissions and access telemetry for report usage and lifecycle events.
Overall, these improvements streamline financial reporting processes. They save time and resources while improving accuracy and accessibility.
", "Feature details": "The Financial Reporting feature is enhanced with capabilities for report viewers, report owners, and administrators.
Financial report viewers can:
Financial report owners can:
Administrators can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Inventory Power BI app to forecast future inventory flow", "Investment area": "Reporting and data analysis", "Business value": "The updated Inventory Power BI app empowers businesses to make smarter, data-driven decisions by forecasting inventory needs based on historical trends. With the new Inventory Forecasting report page, users can proactively manage stock levels, reduce waste, and improve supply chain efficiency. The added flexibility to filter and slice data by custom dimensions allows for deeper insights tailored to specific business contexts. These enhancements streamline operations and help teams respond faster to changing demand, ultimately boosting profitability and customer satisfaction.
", "Feature details": "We've updated the Inventory Power BI app to give you better reporting and analytics for managing your inventory. The app now offers the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Power BI app for Projects to analyze project profitability", "Investment area": "Reporting and data analysis", "Business value": "The updated Projects Power BI app gives project managers deeper, more accurate insights into project profitability and performance. With enhanced semantic models, including dynamic dimension support and new Project Statistics measures, reporting is now more precise and aligned with core Business Central data. Improved report pages and visualizations make it easier to compare budget to actual usage, track invoicing by type or customer, and monitor timelines with clearer visuals. Because the app is open source, businesses and partners can tailor models and reports to their unique needs, ensuring analytics that truly reflect their operations. This leads to faster, more informed decisions and stronger project outcomes.
", "Feature details": "The updated Projects Power BI app for Business Central gives project managers a better overview of the profitability of their projects. Plus, partners and customers can build on the open-source model and reports to make their reporting on projects their own.
As part of getting the source code ready for open source, we also made changes to the semantic model and to the reports.
The following are key changes to the semantic model:
The following are key changes to reports:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/29/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new APIs for analyzing approval workflows for auditors and IT staff", "Investment area": "Reporting and data analysis", "Business value": "This feature enhances transparency and control by enabling secure, read-only access to approval workflows and user actions. Businesses can leverage these APIs to build advanced auditing and compliance reports in tools like Power BI, ensuring stronger governance and accountability. Additionally, integration with Microsoft Copilot Studio and MCP Server opens opportunities for intelligent automation and analytics, driving efficiency and insight. By isolating permissions for API access, organizations maintain robust security while empowering authorized teams to innovate confidently.
", "Feature details": "In this release wave, we're introducing read-only APIs on the (workflow) approval system. This allows for establishing security and auditing analytics and reporting outside Business Central—for example, creating reports with Power BI or agents with Microsoft Copilot Studio and MCP Server for Business Central.
The APIs are read-only and allow querying for:
We're also introducing a new permission set that allows a user to use approval APIs. This shouldn't be granted to standard users, but might be included in security-related permission sets.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5defaa28-61d6-f011-8544-000d3a1ec4ee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Set default language for documents on the company level", "Investment area": "Reporting and data analysis", "Business value": "This feature helps ensure that every invoice and sales document your customers receive is clear, professional, and easy to understand by letting you define a companywide default language for all customer-facing documents. By decoupling document language from the individual user’s UI language, it eliminates the risk of accidentally sending invoices in the wrong language, an issue that commonly arises in multilingual teams serving primarily local markets. As a result, local customers consistently receive documents in the expected language, improving clarity, reducing follow-up questions or misunderstandings, and strengthening trust in your business. At the same time, the new Default Language Code setting gives you better control without sacrificing flexibility, supporting international scenarios where different language requirements still apply, and ultimately delivering a more reliable and polished customer experience.
", "Feature details": "Previously, the language used on invoices and other sales documents was determined by the language of the user creating or printing the document. This could lead to unintended results in local businesses that primarily serve domestic customers.
For example, even if all customers are local and expect documents in the local language, employees working in a different UI language could inadvertently generate invoices in a foreign language—making them difficult for customers to read.
To address this, we’ve introduced a new Default Language Code field on the Company Information page.
You can now define a companywide default language for customer-facing documents. Local customers will consistently receive invoices and other sales documents in the expected language, regardless of the user’s UI language. This improves clarity, reduces confusion, and ensures a better customer experience, especially in multilingual teams.
This new setting provides better control over document language while maintaining flexibility for international scenarios.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8b36ec86-cb0b-f111-8407-7c1e521ae427", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add data fields to report layouts using Word add-in", "Investment area": "Reporting and data analysis", "Business value": "This new task pane in the Word add-in streamlines the process of inserting data items and repeaters, making report creation faster and more intuitive. The tree structure view allows users to easily navigate and manage data, captions, and metadata. Tooltips provide helpful descriptions of fields, reducing errors and improving user confidence. Overall, this feature enhances productivity and ensures more accurate, user-friendly reporting workflows.
", "Feature details": "The Word add-in task pane lets you insert data items, repeaters, and fields directly into your layout document. It provides a more user-friendly alternative to working directly with the XML Mapping pane for dataset fields. To open the task pane in Word, select the Business Central tab and then select Add Data.
![\"Screenshot](\"media/word-add-in-780x440.png\" "\\"Screenshot")
Expand the collapsible tree to view data, labels, and report metadata together, helping you maintain context while building layouts. When a field has a defined tooltip, it shows a short description to guide correct selection and reduce errors. For example, to add a data field, place your cursor in the document where you want it. In the task pane, select the field and then select Add field.
If you already have the Dynamics 365 Business Central Word add-in installed, the add-in is automatically updated to include the new task pane. Otherwise, learn how to install the add-in at Use the Word add-in for report layouts.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"036d5ae6-717e-f011-b4cc-6045bddc3689", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Deferral reporting enhancements", "Investment area": "Reporting and data analysis", "Business value": "This update empowers finance teams with greater flexibility and insight into deferral data. Replacing RDL layouts with Word and Excel formats lets you easily customize reports without developer support. The new list pages and analysis mode enable proactive review of unposted deferral lines across all documents, improving forecasting and decision-making. The improved reports are documented to enhance discoverability and user adoption. Overall, businesses gain faster access to actionable data and more control over financial reporting.
", "Feature details": "Controllers can analyze current and upcoming deferrals. They can also change the report layouts to suit their needs with no need for a developer. The reports are easy to discover, and their purpose is easy to understand.
We've modernized the following reports:
We replaced the RDL layouts for each of these reports with Word and Excel layouts, and added in-client help and documentation for them.
To enable ad hoc analyses, in addition to the reports, we also added three new list pages:
When you turn on analysis mode for these list pages, you can analyze deferral lines that you haven't posted yet across all documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"88623ae2-7988-f011-b4cb-7ced8d1e92e2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enhanced Subscription Billing Power BI app", "Investment area": "Reporting and data analysis", "Business value": "This update enhances the Subscription Billing Power BI app by delivering a more consistent, modern experience across all reports. You get improved layouts, richer visuals such as KPI cards, maps, and conditional formatting, and added navigation for easier drill-down analysis. These changes make insights clearer, forecasts more accurate, and decision-making faster, helping you optimize subscription revenue and manage churn effectively.
", "Feature details": "We've updated the Subscription Billing Power BI app with new features and generally aligned its appearance with the style of the other Power BI apps. We also introduced map visuals for data with locations, enhanced analyses on profitability, and introduced drill-back from the report back to the transactions in Business Central.
The following reports are updated:
Here are more details about the changes we made to each report:
Subscription Billing Overview
Revenue Year-Over-Year
Revenue Analysis
Revenue Development
Churn Analysis
Revenue by Item
Revenue by Customer
Revenue by Salesperson
Total Contract Value Year Over Year Growth
Total Contract Value Analysis
Customer Deferrals
Vendor Deferrals
Revenue Forecast
Billing Forecast
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Analyze customer loyalty and other sales scenarios", "Investment area": "Reporting and data analysis", "Business value": "This update helps sales and finance teams better understand customer loyalty and sales trends through new Power BI reporting, enabling more informed decisions to strengthen customer relationships and drive revenue. Built‑in sales reports now include subtotals in Excel layouts, reducing the need for manual adjustments when analyzing results. A new analysis view on the Sales Order List provides insights into expected sales volume, customer demand, and aged accounts, supporting more proactive pipeline and cash flow management. Additionally, enhanced demo sales data enables more realistic testing, training, and reporting scenarios.
", "Feature details": "The following are the names of the new Power BI reports for customer loyalty:
Also, we added subtotals to the Excel layouts for these built-in sales reports:
You can now use analysis view on the Sales Orders list page to explore:
To make it easier to try out and demonstrate sales features, we've added more sales orders and sales backorders.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3d60b453-f229-f111-8341-000d3a54c8ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Showcase analytics with enhanced demo data", "Investment area": "Reporting and data analysis", "Business value": "We're giving our partners richer demo data across the Sales, Purchasing, and Fixed Assets modules to enable you to showcase realistic business scenarios without manual setup. The data can help you demonstrate advanced reporting and analytics capabilities, making it easier for stakeholders to experience how Business Central drives informed decisions. By reducing preparation time and making demos more relevant, you accelerate adoption and highlight the solution’s value for finance and operations teams.
", "Feature details": "We're enhancing the demo data for the Sales, Purchasing, and Fixed Assets modules to make it easier to demonstrate the reporting and analytics in those areas. The following lists briefly describe the enhancements in each area.
Sales
Purchasing
Fixed Assets
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the enhanced Purchasing Power BI app to analyze risk related to vendors", "Investment area": "Reporting and data analysis", "Business value": "With the improvements in reporting and analytics for the purchasing area, your business can track new key performance indicators (KPIs) and scenarios in Power BI.
", "Feature details": "We've updated the Power BI Purchasing app to give you better reporting and analytics capabilities for purchasing. The app now offers the following capabilities:
The updated Power BI app introduces the following new report pages:
We also made some minor changes to existing report pages:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Validate report layouts for errors as an admin", "Investment area": "Reporting and data analysis", "Business value": "With the new Validate Layout action on the Report Layouts page, you can validate report layouts and quickly find errors. This feature reduces the need for developers and lowers support requests, saving time and costs. It makes sure reports are accurate and reliable, so data integrity stays strong and users trust the reporting process.
", "Feature details": "In previous releases, if a report layout had errors, a developer needed to analyze the errors and possibly create a support request to understand the issue. Now, the new Validate Layout action on the Report Layouts page enables administrators to validate layouts and get a list of errors.
![\"Screenshot](\"media/layout-validation-780x440.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Do ad hoc analysis on fixed assets, projects, and services", "Investment area": "Reporting and data analysis", "Business value": "You can create reports and do ad hoc data analysis on transactions from fixed assets, projects, and service management. You can group, summarize, and pivot data to get the insights you need without running a report.
", "Feature details": "In 2023 release wave 2, we introduced the ability to do data analysis on an AL query. Now, 2024 release wave 2 has out-of-the-box queries that make ad hoc analysis easier for fixed assets, projects, and services.
Many of the first examples are ledger entry tables, such as fixed assets ledger entries or project ledger entries, joined to relevant tables. Typically, these relevant tables are the tables where a code field on the ledger connects to other tables. By adding extra fields, you enrich the analysis scenarios that people usually do on ledger entry list pages.
Example: fixed assets ad hoc analysis
The fixed assets ad hoc analysis query combines data from fixed asset ledger entries with data from master tables, such as the Fixed Asset, Fixed Asset Class, Fixed Asset Subclass, Fixed Asset Location, and Depreciation Book tables. When you open the query, you can explore and analyze data about fixed assets in any way you want. The following image shows the available options.
![\"Screenshot](\"media/adhocanalysisfaquery.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Analyze subcontracting with the enhanced Manufacturing Power BI app", "Investment area": "Reporting and data analysis", "Business value": "You can now gain better visibility into subcontracted manufacturing activities with subcontracted costs and subcontractor work centers included by default in the Manufacturing Power BI app. Their availability helps increase accuracy in production cost analysis and improves insight into outsourced work across your operations. With new subcontracting filters available on each report page, you can focus reporting on internal production, external subcontracting, or a combination of both. This flexibility supports more informed planning, cost control, and performance analysis across your manufacturing processes.
", "Feature details": "The Manufacturing Power BI app now includes subcontracted costs and subcontractor work centers by default. However, you're in control of whether to include subcontracting costs in your reports for manufacturing. On each report page, the Subcontracting filter lets you specify whether to include or exclude subcontracted costs from manufacturing reports. The filter also lets you control whether to include, exclude, or only show manufacturing insights for work centers assigned to a subcontractor.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7f0b9364-782b-f111-88b4-7ced8dcd2148", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Calculate values only for visible FlowFields", "Investment area": "Service and platform", "Business value": "The Calculate only visible FlowFields feature improves system performance by calculating values only for FlowFields that pages display. It reduces unnecessary computations, so pages load faster and efficiency improves. When you enable this feature, you optimize resource usage for a more responsive and streamlined user experience. This change boosts performance and helps manage system resources more effectively, so your business operations benefit.
", "Feature details": "When you add a FlowField to a page or page extension and set the Visible property to false, the FlowField doesn't appear on the page. However, the AL runtime still calculates the value, which leads to unnecessary computations and performance issues. As an administrator, you can change this behavior by enabling the Calculate only visible FlowFields feature on the Feature Management page. When enabled, the AL runtime calculates values only for FlowFields that are visible on pages.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a8148458-72da-ef11-a730-6045bdfed6c7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "See benefits of external storage support for document attachments", "Investment area": "Service and platform", "Business value": "This feature helps you manage document attachments more efficiently by storing them in external systems such as SharePoint or Azure storage instead of the Business Central database. By offloading large or frequently used files, organizations can keep their environments performant, reduce storage growth, and better control costs without changing how users work with documents. You get improved scalability and flexibility, especially in document‑heavy processes like invoicing, purchasing, and project management. Documents are fully accessible from Business Central, while IT teams gain more control over storage and retention using familiar external platforms.
", "Feature details": "This feature extends Business Central’s document attachment capabilities by allowing you to keep attachments in external storage systems such as SharePoint, Azure Blob Storage, or Azure Files share. Your attachments are fully available in Business Central, but are physically stored outside the Business Central database.
Business Central uses a unified external file storage framework to manage document attachments. Administrators configure one or more external storage locations and assign them to document scenarios. Attachments are automatically stored and retrieved from the selected external storage without changing end‑user workflows.
The following are key capabilities:
If you have document‑heavy processes, such as sales, purchasing, manufacturing, or project management, this feature helps control storage growth, reduce operational costs, and maintain system performance as the business scales. By keeping large files out of the core database, you can avoid unnecessary capacity pressure while still maintaining full traceability between records and documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7caeee42-a623-f111-8341-6045bda9c582", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/13/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use subcontracting capabilities in production processes", "Investment area": "Supply chain management", "Business value": "A complex industrial structure can include external vendors that handle specific tasks within the broader production process. Some companies outsource up to 75 percent of their production. Outsourcing can lead to significant cost savings or access to specialized skills and technologies that might not be available otherwise. A typical example is a company that handles research, design, quality control, and sales in-house but outsources all or large parts of the actual production.
", "Feature details": "The standard Dynamics 365 Business Central solution already meets many global needs. We expand that solution to meet local needs by adding capabilities that include:
Special note for Italian localizations
The Italian localization currently supports logistics for both finished goods and raw materials/components. We deprecate the existing local functionality and provide upgrade logic to facilitate migration to a new W1 solution. You decide when to start the transition by activating a feature key on the Feature Management page.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a5b6133f-4b37-f011-8c4e-7c1e52588498", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add pictures to item variants to differentiate product options", "Investment area": "Supply chain management", "Business value": "Adding pictures of item variants can reduce confusion when working with large assortments of similar variants. Tiles and tall tiles modes on the list help you quickly identify each variant, which improves accuracy in the variant selection, manufacturing, fulfillment, and sales processes.
", "Feature details": "You can now store pictures for item variants, letting you add images that represent each variant, such as color or size, so you can quickly recognize differences. You can take a picture, import an existing file, export the current image, or delete it from a Picture FactBox on the Item Variant Card page.
Open the Item Card and choose the Variants action.
Select the variant that you want to update.
On the Item Variant Card, in the Picture FactBox, choose one of the following actions:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Receive project items with receipts or put-aways", "Investment area": "Supply chain management", "Business value": "Business Central enables advanced warehouse handling of purchase orders that link to projects. Save time by using warehouse receipts or inventory put-aways to receive and register usage of items for projects.
", "Feature details": "Maintaining a steady supply of items, services, and expenses is an important aspect of running successful projects. You can use inventory quantities or make project-specific purchases. Use the following methods to receive items:
When you set up your location to require processing put-aways but not receipts, use an Inventory Put-away document to record and post put-away and receipt information for your purchase orders.
You can create an inventory put-away in three ways:
Note
If bins are mandatory for the location, make sure that the Bin Code is in the purchase order lines.
When you complete these steps, you post the receipt for the source document lines that you put away. For each line, there are two item ledger entries: one entry is for receipt, and one entry immediately writes off the received quantity for the project.
You don't create any project ledger entries until you post the invoice.
If the location uses bins, posting also creates warehouse entries to post the bin quantity changes.
When items arrive at a warehouse that's set up to process warehouse receipts, you must get the lines from the released purchase order that the receipt belongs to.
You can create a warehouse receipt in two ways:
If you use bins, the system suggests the default bin. You can accept the default bin or specify the bin for the items.
When you complete these steps, you post the receipt of the source document lines. For each receipt line, there are two item ledger entries. One entry is for the receipt, and the other entry immediately writes off the received quantity for the project.
There are no project ledger entries until you post the invoice.
If the location uses bins, posting also creates warehouse entries to post the bin quantity changes.
Note
The system doesn't create warehouse put-away documents, even if your warehouse processes require both receipt and warehouse put-away.
Return orders don't support locations with directed put-away and pick. You need to undo consumption through a project journal, and then create a return order for items in inventory.
If you create purchase documents before the update, you can post them directly. To use warehouse handling, reopen and release the purchase orders again.
You can't edit the No., Variant Code, Project No., and Project Task No. fields on purchase lines if warehouse receipts or inventory put-aways exist.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f697f2c8-02ca-ef11-b8e8-7c1e520a26a0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Block items or variants from production output", "Investment area": "Supply chain management", "Business value": "Business Central gives you full control over the materials you use in production. You can prevent specific items and item variants from being used as production output. For example, blocking items is useful if you want to restrict replenishment because you started to produce another model, but you still want to sell the remaining stock.
", "Feature details": "You can block an item or an item variant from being used for production output. To block an item or variant from being used for production, turn on the Production Blocked toggle on the Item Card, Item Variants, and Item Variant Card pages. Set this field on the Item Template page to have Business Central copy your setting to new items created from the template.
![\"Item](\"media/item_productionblocked.png\" "\\"Item")
![\"Item](\"media/itemvariant_productionblocked.png\" "\\"Item")
When you block an item or an item variant for production, you can't select it on the following pages:
Additionally, if a production order includes blocked items or item variants, you can't use the following actions:
![\"Posting\"](\"media/posting_productionblocked.png\" "\\"Posting\\"")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Avoid document number errors when you post project journals", "Investment area": "Supply chain management", "Business value": "Business Central reduces or removes friction when you work with documents and journals. If you use a number series for project journal batches, you can't post the journal if the document numbers aren't in consecutive order. To avoid getting stuck, you can fix errors related to the order of document numbers when you post project journals.
", "Feature details": "On the Project Journals page, you can edit the Document No. field. You can enter different document numbers for journal lines or use the same document number for related journal lines.
If you specify a number series in the No. Series field on the project journal batch, you must enter document numbers for individual or grouped lines in sequential order when you post a project journal. If the document numbers aren't in sequential order, you can't post the journal. To fix this issue, use the Renumber Document Numbers action on the Project Journals page before posting the journal. If you group related journal lines by document number before using this action, the lines stay grouped but might get a different document number.
![\"Project](\"media/projectjournal_renumber.png\" "\\"Project")
The Renumber Document Numbers action also works on filtered views.
We thank our community for their valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"58652fa1-9d8b-ef11-ac21-7c1e5214cdcc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced customer document layout for service management", "Investment area": "Supply chain management", "Business value": "Businesses work with many customer and vendor contacts who handle different areas of operation. For example, these contacts might include accountants, purchasers, and warehouse staff. Because these contacts have different interests, you likely want to generate and send different types of documents to each group. When you set up specific contacts for specific documents, you save time sending documents to different customer or vendor contacts. For example, you can send service invoices to accountant contacts and service orders to your customers' purchasers.
", "Feature details": "You can now populate the Document Layouts page for vendors and customers based on settings on the Report Selection page. To send specific documents to specific company contacts, choose the company contacts to use for specific document layouts.
![\"Document](\"media/documentlayoutselection.png\" "\\"Document")
The Document Layouts page for a customer now contains usage options for service quotes, orders, invoices, and credit memos.
Thanks to the community for valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ee9acd7f-9d8b-ef11-ac21-000d3a8c383b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add more columns to various pages to gain more insight", "Investment area": "Supply chain management", "Business value": "Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from our community, we've added more fields and columns to choose from on several pages.
", "Feature details": "You can add the Name 2 field to pages for all sales, service, projects, purchase drafts, and posted and archived documents.
![\"Ship-to](\"media/shiptoname2.png\" "\\"Ship-to")
Thanks to the community for valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
The Work description field is on the Sales Quote Archive and the Sales Order Archive pages. The field shows up by default.
The Work Description field contains information for the archive and restore process, and the procedure for copying documents.
![\"Work](\"media/workdescription_archive.png\" "\\"Work")
Thanks to our community for your valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
Add the Description 2 field to simulated, planned, firm planned, released, and finished production orders.
Add the Routing Link Code field to the Routing Versions Lines, Routing Lines, and Prod. Order Component pages. The field shows up by default.
The Location Code field is visible by default on the Prod. Order Components and Planning Components pages.
Add the Order Line No. and Cap. Unit of Measure Code fields to the Capacity Ledger Entries page.
Add the Concurrent Capacities, Status, Efficiency, Needed Time, Needed Time (ms), Operation No., Routing No., and Work Center No. fields to the Prod. Order Capacity Need page.
You can add the Posted Output Quantity, Posted Scrap Quantity, Posted Run Time, and Posted Setup Time FlowFields to the Prod. Order Routing page.
![\"Product](\"media/prodrouting_finishedqty.png\" "\\"Product")
The Status, Unit of Measure Code, and Starting Date fields are on the Prod. BOM Version List page. The page shows these fields by default.
The Status and Starting Date fields are on the Routing Version List page. The page shows these fields by default.
The Item Reference No. field is on the Service Quote Lines page. The page shows this field if at least one item reference exists.
You can add the Customer No. field to the Posted Purchase Invoice, Posted Sales Credit Memo, Posted Sales Invoice, and Posted Sales Shipment pages.
Thanks to our community for valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
You can add the Vendor No. field to the Posted Purchase Credit Memo and Posted Purchase Invoice pages.
Thanks to our community for valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"aca2877c-9e8b-ef11-ac21-6045bdd330f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add more fields and columns by personalizing pages", "Investment area": "Supply chain management", "Business value": "Different businesses and users need specific information to complete their processes efficiently. Personalization in Business Central is a powerful tool that lets you tailor the information on your pages by adding fields or columns from a set list. You can now choose from even more fields and columns to add to some pages. This enhancement is driven by community feedback, addressing a common request and giving you greater control over the information displayed. It helps you work more effectively with the data that's most important to your business operations.
", "Feature details": "The following fields and columns are now available for personalization of different pages.
You can add the Statistics Group field on these pages:
![\"Item](\"media/itemtemplate_statgroup.png\" "\\"Item")
Besides the Statistics Group field, you can add the Allow Multiple Posting Groups and Price Calculation Method fields on the Customer Template Card page.
You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:
Note
These fields are available in personalization only when you set up the document to use alternate or custom addresses instead of the default addresses for shipping and billing. For example, the Ship-to field is set to Alternate Shipping Address or Custom Address. The same rule applies to address-related fields in the following sections.
You can add the Buy-from Vendor Name 2 and Pay-to Name 2 fields on these pages:
You can add the Sell-to Customer Name 2 and Bill-to Name 2 fields on these pages:
You can add the Name 2 and Bill-to Name 2 field on these pages:
Use personalization to add Shipment Method Code, Shipping Agent Code, and Shipping Agent Service Code fields on the Service Quote page.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8912e35f-9660-f011-bec2-7c1e524673ac", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add the Description 2 field to various pages to gain more insight", "Investment area": "Supply chain management", "Business value": "Different businesses and users need specific information to complete their processes efficiently. Personalization in Business Central is a powerful tool that lets you tailor the information on your pages by adding fields or columns from a set list. You can now choose from even more fields and columns to add to some pages. This enhancement is driven by community feedback, addressing a common request and giving you greater control over the information displayed. It helps you work more effectively with the data that's most important to your business operations.
", "Feature details": "The Description 2 field is now available for personalization on more pages.
The Description 2 field is added at the table level, and is fully supported in planning, routing, production order creation, and related processes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f007e394-70fb-f011-8407-7ced8dde41ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Manage document attachments in manufacturing", "Investment area": "Supply chain management", "Business value": "Digitalize document management for manufacturing-related documents, such as drawings or inspection reports, by attaching these documents directly to production bills of materials, routings, and orders. Access important documentation on the go to keep the production flow efficient.
", "Feature details": "You can access document attachments on pages related to manufacturing. You can find the Document Attachment FactBox in many places, such as:
![\"Attached](\"media/attacheddocument.png\" "\\"Attached")
You can also select the Attachment action to go to document attachments from lines on the following pages:
![\"The](\"media/attacheddocument-action.png\" "\\"The")
Use the new Flow to Production Trx toggle in the Attached Documents page to control how documents attached to items, production BOMs, or routings flow to production order lines.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3c374383-3a96-ef11-8a69-7c1e52494f33", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create subscription contract lines manually", "Investment area": "Supply chain management", "Business value": "Easily start with simple subscription scenarios in Subscription Billing. When you create subscription contract lines manually, you can easily start with the Subscription Billing module.
", "Feature details": "You can now manually add a line to a subscription contract.
The Subscription Billing module in Dynamics 365 Business Central is feature rich and supports numerous use cases. Consequently, the module offers many entry points. One of the simplest ways to get started is to set up a subscription contract for a customer, enter one line, and generate an invoice. When you manually add a line to a subscription contract, you make it easier for users to start using the module for subscription scenarios.
You can add subscription contract lines based on items and G/L accounts. In both cases, the system needs extra information to continue processing. You enter this information manually in the line. The system automatically creates the rest.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"46bdad01-adf2-ef11-be20-7c1e5201c17c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Add unit cost in subscription lines", "Investment area": "Supply chain management", "Business value": "Effective cost control starts with accurate data. To evaluate profit, you need unit costs on subscription lines so you can compare revenue.
", "Feature details": "Subscription Billing supports unit costs for subscription lines, starting with the sales process. The subscriptions display unit costs, and the billing proposal and document lines you create include these costs. In a usage data scenario, unit costs come from actual costs based on the usage data your supplier provides.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e86637c7-adf2-ef11-be20-7c1e5201c17c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Cancel production orders that have consumption", "Investment area": "Supply chain management", "Business value": "Even when production doesn't go as planned, you need to keep your inventory, cost, and financial records accurate. Now, it's easier to revert consumption or output transactions, return unused raw materials, and correct mistakes in your reported operations. For actual scrap occurrences, Business Central provides a process that lets you close orders and write off accumulated WIP.
", "Feature details": "When you mistakenly post production transactions, you probably want to cancel the transactions. In some cases, you also want to close the order. From the Released Production Order page, you can open the Item Ledger entries or Capacity Ledger entries pages. Use the Reverse Production Order Transaction action to reverse the transactions.
![\"Reverse](\"media/reverseproductionordertransaction.png\" "\\"Reverse")
The system enables the Reverse Production Order Transaction action only for entries that are related to the production order. The action uses the original posting date.
The system doesn't support the action under the following conditions:
You can undo subcontracting receipts before you post them as invoiced. To undo subcontracting receipts, go to the posted purchase receipt, select the line, and choose Undo. This action creates an identical line with the opposite sign in the Quantity field, along with the capacity ledger entry. If the canceled receipt line links to the last routing operation, the undo action also creates the item ledger entry of the type Output. You can't reverse a receipt if it's invoiced or if the production order is finished.
![\"Undo](\"media/undosubcontractingreceipt.png\" "\\"Undo")
Note
If posting a subcontracting receipt consumes components because of the flushing method, the undo action doesn't revert the consumption transactions. To reverse these transactions, use an output journal or the new Reverse Production Order Transaction action.
When you correct (revert) the records, you can change the status of the production order to Finished. The following steps and setting apply to scenarios where the system can't allocate accumulated WIP because of actual scrap.
Set up the process by activating the Finish Order Without Output toggle in the Manufacturing Setup page.
![\"Manufacturing](\"media/manufacturingsetup_finishorder.png\" "\\"Manufacturing")
Note
After you turn on the toggle, you can't turn it off. However, you can choose whether to write off WIP for each order.
When you change the status of a released production order that has consumption or capacity ledger entries but no output, turn on the Allow Finishing Prod. Order with no output toggle on the Change production order status page.
The system posts the accumulated WIP amounts to your inventory adjustment account. Enter the Inventory Adjustment Account on the General Posting Setup page for the entry that the system defines by:
![\"Change](\"media/changestatus_withoutoutput.png\" "\\"Change")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Approve requisition worksheets and item journals", "Investment area": "Supply chain management", "Business value": "Gain stronger internal control and improve your audits by requiring approval for item journals and planning or requisition batches before they run. Approval workflows help ensure that purchasing decisions and inventory changes are validated, authorized, and align with business policies.
", "Feature details": "We've extended approval workflows to item journals and requisition and planning worksheets. You can ensure that someone reviews and approves entries before creating purchase documents or posting inventory adjustments.
Item Journals now support the same approval workflow capabilities that you have today in general journal batches. You can send batches for approval from the following journals:
When a journal batch has an approval entry in progress, you can't edit, delete, or post the record until the approval is completed or canceled. The workflow status shows on the journal pages, and the Approve, Reject, Delegate, and Comments approval actions are available.
Requisition and planning worksheets now include full approval workflow support at the worksheet batch level. You can send a worksheet batch for approval before you carry out planning or convert requisition lines into purchase documents. When an approval request is created for a worksheet batch:
Worksheet-level approval prevents changes to planning data while decisions are pending.
You configure these approvals under Workflows:
Microsoft Power Automate support is available through updated workflow events and responses, with guidance provided as part of the enhancement.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"0855c168-9f03-f111-8407-00224833ac96", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use streamlined product design tools in manufacturing", "Investment area": "Supply chain management", "Business value": "In manufacturing, product design transforms raw materials into finished goods. Production bill of materials (production BOM) and production routing are key concepts in manufacturing. A production BOM lists all components required to produce a product, so you can ensure accurate assembly and resource planning. Production routing shows you what to do with those components to get a finished product or subassembly.
Manufacturing is a dynamic environment where changes happen. Whether it's a new component that improves product quality or a change to a supplier, you need to manage updates efficiently so you don't disrupt production. BOM versions help you manage updates efficiently. We added several capabilities that improve the product design stage.
", "Feature details": "You can save a step by adding multiple items to the production BOM or production order components. When you work with a production BOM or production BOM version, or when you edit components in a planning worksheet or production order, use the Select items action to select and add multiple items.
![\"Select](\"media/prodbom_selectitems.png\" "\\"Select")
Use the Edit in Excel action on production BOM lines and production BOM version lines. The Edit in Excel feature in Business Central is popular because it provides a fast way to enter data. You can now use the Edit in Excel action to edit lines on the Production BOM and Production BOM Version pages.
Go to an active production BOM version from the Item Card page or Items list page. Sometimes, companies need to adjust a production BOM. Instead of creating a new production BOM, update the current production BOM by creating a version. When you create a version, you keep the original production BOM for reference and use the new version in production. The starting date and status fields define which version to use. In this release, you can easily go to the certified BOM or the BOM version that's valid on the work date by selecting the Prod. Active BOM Version action.
![\"Item](\"media/prod-active-bom-version.png\" "\\"Item")
![\"Production](\"media/prod-active-bom-version-2.png\" "\\"Production")
The BOM version matrix page shows the original BOM as a baseline. Use the Production BOM Version Comparison page to see a list of all production BOM versions, items, and the quantity for each item. Use the matrix to compare different production BOM versions for the used items in each version. The matrix includes the original BOM as the first column. This feature gives you clear visibility of all BOM versions and their quantities.
![\"Version](\"media/bomcomparison.png\" "\\"Version")
The Production BOM Version Comparison page is easier to use and replaces the Prod. BOM Matrix per Version page.
Remove items that you don't need anymore on the Exchange Production BOM page. The Exchange Production BOM page has a new feature that lets you remove specific items or production BOMs that you don't need anymore in production BOMs or certified production BOM versions.
You can start the Calculate Low-Level Code task right from the list of production BOMs. Low-level codes determine the sequence for planning materials during MRP runs.
![\"Calculate](\"media/calculatelowlevelcode.png\" "\\"Calculate")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Handle production output with warehouse put-aways", "Investment area": "Supply chain management", "Business value": "In this release, you can use warehouse put-aways for production outputs. With this capability, you can use the same warehouse process for production outputs and other receipts. Using the same process simplifies your work because you don't need to switch between different types of documents. This capability is especially valuable for advanced configurations where Directed Put-Away and Pick is enabled, because inventory put-away documents aren't available.
", "Feature details": "To enable this feature, open the Location Card page. In the Prod Output Whse Handling field, select Warehouse Put-away.
Note
For locations where Directed Put-away and Pick is enabled, you can make the field editable and allow selection of No warehouse handling or Warehouse put-away. You can't select the Inventory Put-away option.
If released production orders exist for the location, you can't activate warehouse put-away.
When you post production output for a location where the Prod Output Whse Handling field is set to Warehouse Put-away, the system either automatically creates the warehouse put-away document or you need to use the Warehouse Put-Away Worksheet page. This behavior depends on the setting in the Location Card page.
If you delete a warehouse put-away, you can manually create a new warehouse put-away by using the Create warehouse put-away action on the Release Product Order or Finished Prod Order pages.
Note
You can't use production order lines with different locations when the Prod Output Whse Handling field is set to Warehouse Put-away. To resolve this issue, use different production orders.
You can't cancel output if there are outstanding or completed put-aways.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reschedule production orders within a safety lead time", "Investment area": "Supply chain management", "Business value": "Manufacturing is a dynamic environment where changes happen. To make sure production finishes on time, configure a safety lead time and start production earlier. Safety lead times cover situations when production takes longer than expected. They also cover situations when you need the finished goods sooner than the original due date.
", "Feature details": "To start using this feature, go to the Manufacturing Setup page and turn on the Manual Scheduling toggle. Optionally, enter a value in the Safety Lead time for manual scheduling field to add a buffer that includes orders you reschedule manually.
![\"Manufacturing](\"media/manufacturingsetup_planning.png\" "\\"Manufacturing")
When you create a production order manually or with the planning engine, the order includes a buffer between the Due Date and Ending date. The following fields define the buffer, listed from highest to lowest priority:
When you create an order, you can change the due date and end date by doing the following steps:
A confirmation dialog appears if the end date plus the value in Safety lead time for manual adjustments is greater than or equal to the new due date.
![\"Due](\"media/duedate_confirmation.png\" "\\"Due")
The Manual Scheduling field on the production order shows whether you manually adjusted the dates.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"bd33d5bb-70ed-ef11-be20-000d3a12de8b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Choose planning behavior for items without SKUs at a location", "Investment area": "Supply chain management", "Business value": "Many trade and distribution companies use locations but don't maintain SKUs. Previously, the planning engine applied minimal parameters and reset order modifiers like minimum order quantity, maximum order quantity, and order multiple to zero. This produced planning suggestions that didn't match what users configured on the item. With the new Missing SKU Planning Policy field on locations, you can specify how the planning engine handles missing settings. For example, should it respect the item card parameters or exclude specific locations from planning altogether? The SKU Creation Policy complements this by preventing accidental SKU creation at locations where SKU-level management isn't needed.
", "Feature details": "Two new fields on the Location Card give you per-location control over SKU-related behavior during supply planning and SKU creation.
When the planning system detects demand at a location, it checks whether a SKU exists for the item at that location. If a SKU exists, the item is planned according to planning parameters on the SKU card. This behavior is unchanged. If no SKU exists, the system previously fell back to a fixed set of rules based on the Components at Location field on the Manufacturing Setup page. Learn more at Planning with or without locations. In many cases, the fallback produced a minimal alternative with a reordering policy set to Lot-for-Lot, the Include Inventory field set to Yes, and all other planning parameters empty. This behavior, while safe and accurate, was hard to explain.
The new Missing SKU Planning Policy field on the Location Card page lets you choose what happens when no SKU exists. You can preserve the original behavior, use the item card parameters instead, or skip planning entirely for that location.
When the planning system detects demand at a location, it checks for a SKU in the following sequence. The Missing SKU Planning Policy field determines what happens at step 2 when no SKU exists. If it finds a SKU, the item is planned according to planning parameters on the SKU card. This is the same for all three policy values. If it doesn't find a SKU, it checks the Missing SKU Planning Policy field on the demand location. What happens next depends on the policy value, as described in the following table.
| Policy value | System behavior |
|---|---|
| Minimal (default) | This policy preserves the existing behavior described in Planning with or without locations: - If the Components at Location field in Manufacturing Setup equals the demand location, the item is planned according to planning parameters on the item card. - If Components at Location differs from the demand location and the Reordering Policy on the item card is Order, the item is planned according to planning parameters on the item card. Items using the reordering policy Order continue to use the policy and the other settings. - Otherwise, the item is planned according to the minimal alternative where the Reordering Policy is set to Lot-for-Lot, Include Inventory is Yes, and all other planning parameters are empty. |
| Item Card | The item is planned according to planning parameters on the item card, regardless of the Components at Location setting. The system creates a temporary SKU by copying planning parameters from the item for the planning run. It logs an entry on the Planning Error Log page, noting that planning parameters were taken from the item card because the SKU doesn't exist. |
| Don't Plan | The system skips planning for the item at this location entirely, similar to what happens when the Reordering Policy field is blank on the item or SKU. It logs an entry on the Planning Error Log page, noting that the item wasn't planned because the SKU doesn't exist and the Missing SKU Planning Policy is set to Don't Plan. |
Note
The Don't Plan setting takes priority over the Components at Location field on the Manufacturing Setup page. Even if Components at Location equals the demand location, the item isn't planned when the policy is Don't Plan.
This field controls whether stockkeeping units can be created for the location. The field complements the Missing SKU Planning Policy field by preventing people from accidentally creating SKUs at locations where SKU-level management isn't needed. The following table describes the available options.
| Field value | System behavior |
|---|---|
| Allowed (default) | You can create SKUs manually. The Create Stockkeeping Unit report (5706) creates SKUs for this location. |
| Blocked | You can't create SKUs manually for this location. The Create Stockkeeping Unit report skips this location silently. |
Blocking applies only to real (persisted) SKUs. Temporary SKUs that the planning engine creates internally aren't affected.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3dfcf1d3-fe21-f111-8341-000d3a54cd39", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Allow multiple people to post inventory at the same time", "Investment area": "Supply chain management", "Business value": "Multiple users can post to inventory at the same time. However, some limitations exist. General ledger postings are still sequential. Business Central applies transactions to one open item ledger entry at a time. This limitation means that, unlike service items, two or more users can't post to the same inventoriable item at the same time.
", "Feature details": "By dynamically assigning entry numbers, the system avoids locking the inventory ledger tables. When the system avoids locking these tables, multiple users or sessions can post to inventory at the same time. This capability supports dependent scenarios, such as posting transfer orders or sales orders concurrently.
This feature supports inventory posting. Often, inventory posting includes an associated general ledger posting, which doesn't support concurrency. Therefore, when you post two item journals at the same time, one journal waits for the other to finish. This behavior applies only if you turn on the Automatic Cost Posting toggle on the Inventory Setup page. Similarly, when you post an outgoing entry for an item, the system updates the remaining amount on an incoming entry. This update prevents two users from posting to the same inventoriable item at the same time.
You can turn on or turn off the feature on the Feature Management page. You don't need to upgrade. The feature is off by default for backward compatibility and so partners can test their extensions before they turn it on.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"630696b4-86dd-ef11-a730-6045bdd34e2a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create contract service orders with One Service Item Line/Order setting", "Investment area": "Supply chain management", "Business value": "On the Service Management Setup page, the One Service Item Line/Order field enforces a business rule that restricts service orders to contain only one service item line per order. The restriction can help sharpen focus in service workflow because it means you handle and track each service item individually. Now, the same logic applies to orders that you create in bulk from service contracts. You can run the batch process without manual intervention or workarounds, which helps ensure consistency with your service management policies.
", "Feature details": "Based on service contracts, you can automatically create service orders for the maintenance of service items.
Service orders will be created.
The One Service Item Line/Order setting on the Service Management Setup page determines how orders are created for service contracts with several service items:
We'd like to thank our community for making this valuable contribution.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"200d37a5-74cb-f011-bbd3-000d3a110d16", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Print barcodes from production orders", "Investment area": "Supply chain management", "Business value": "Production companies are always looking for ways to streamline production processes. To simplify the process of tracking finished goods, Business Central offers a Print Label action on released and finished production orders. With this action, you can print 1D and 2D barcodes to track the items on the orders, directly from the orders.
", "Feature details": "The Print Label action is available on the Released Production Order and Finished Production Order pages. The action prints a report that includes the Item No., Description, Unit of Measure, and 1D and 2D barcode information from the orders. On the request page, you can also specify whether to print the Lot No., Serial No., or Package No. as barcodes.
![\"Production](\"media/productionoutputitemlabel.png\" "\\"Production")
![\"Label\"](\"media/printsnlabel.png\" "\\"Label\\"")
Note
Some printers and barcode or QR code formats require a specific implementation. You might need to upload a different Word template.
To print Word documents on your device, check with your equipment supplier.
If you decide to clone the report to create your own customized version, you can easily connect the report by using the new Prod. Output Item Label selection on the Report Selection Production Order page.
![\"Report](\"media/reportselection_production.png\" "\\"Report")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Send posted sales shipments and return receipts by email", "Investment area": "Supply chain management", "Business value": "Sales shipments are critical documents for customers, and often need to be delivered promptly and accurately. By sending posted shipments and return receipts by email, you reduce reliance on manual printing and mailing. This streamlined process improves communication with customers, and supports scenarios where you want to share shipment details with different contacts than the ones specified on the invoices.
", "Feature details": "We're introducing the ability to send posted sales shipments and posted return receipts by email, which complements the Print option and aligns the experience of handling these documents with that of posted sales invoices and credit memos. This enhancement gives you several options:
The Attachment part allows you to store and manage printed document versions for future reference, and is now also available on the following pages:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Track and rebill quantity changes in subscriptions", "Investment area": "Supply chain management", "Business value": "Subscription Billing now supports rebilling in scenarios where the quantity changes after you invoice the customer. Rebilling makes it easier to correct subscriptions where quantity changes happen over time.
", "Feature details": "You usually invoice subscriptions that last a medium amount of time up front. When you use this billing method, changes in quantity usually cause rebilling for the current period. Subscription Billing automatically detects these scenarios and marks the subscription contract lines for reconsideration in the next billing cycle.
For medium-term and long-term subscriptions, such as annual subscriptions, the system creates posting documents for the subscription period. The system shows this cycle in the subscription contract lines and subscription lines. Usually, the system doesn't provide usage data if the subscription doesn't change during the period. However, quantity adjustments, such as increases, can happen anytime. When they happen, the system provides new usage data on the next key date. You don't consider this usage data when you create a new contract statement (invoice or credit memo) because the system invoices the subscription contract lines in advance for the entire period. If more usage data becomes available after you send the initial invoice, you can rebill the difference.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3261b5b0-aef2-ef11-be20-7c1e5201c17c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use Edit in Excel on output, consumption, and item journals", "Investment area": "Supply chain management", "Business value": "The Edit in Excel feature in Business Central is popular because it provides a fast way to enter data. For example, you can use templates for journals and quickly do bulk edits. You can use this feature to speed up data entry on item journals and include item tracking details such as lot, serial, package number, warranty, and expiration dates. You can also edit item tracking details in consumption and output journals.
", "Feature details": "To let users enter serial, lot, and package data directly on journal lines, enable the feature on item journal batches. Set up the feature with the following steps:
Repeat these steps for all templates where you want to use this capability.
After you set up the feature, start using it.
Note
Business Central validates the published data. To accept item tracking data, the item must have the Item Tracking Code field populated.
For more information, see Edit in Excel.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"cc3c45b6-c5ce-ef11-8ee9-7c1e5257a21b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Evaluate the quality of goods and materials", "Investment area": "Supply chain management", "Business value": "The Quality Management extension for Business Central helps you comply with industry standards and regulatory requirements. Including quality checks in the process of receiving or producing goods improves product reliability and builds customer confidence in your products.
", "Feature details": "Quality Management features are available as an extension. The extension installs automatically on newly deployed environments. For upgraded environments, you can install the extension from AppSource.
The extension gives you full control of when you do quality checks:
Several parameters are available that let you fine-tune your quality checks:
The extension also offers several tools for reporting and analyses.
Tenants with the partner sandbox license get early access to preview environments for the next major Business Central version, giving you a head start in exploring new capabilities and preparing for changes ahead of general availability.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/16/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"90c3c266-1238-f011-8c4e-7c1e52696149", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Achieve greater accuracy in manufacturing costing", "Investment area": "Supply chain management", "Business value": "The system accurately calculates standard costs for produced items with specific variants or locations by using stock-keeping units (SKUs). This improvement makes costs more precise when you assign production bills of material (BOMs) and routes to SKUs. You can also include noninventory items in production cost calculations, so you get a more complete view of cost shares.
", "Feature details": "With this release, you can include noninventory items in the cost of produced items for both actual and standard cost scenarios.
To start using this feature, go to the Manufacturing Setup page and turn on the Include Non-Inventory Items to Produced Items toggle.
![\"Manufacturing](\"media/manufacturingsetup_costing.png\" "\\"Manufacturing")
When you turn on this feature, the cost of non-inventory items is part of the cost of produced items. The cost appears as an extra value entry that relates to the item ledger entry of the type Output. You must also configure the corresponding balancing accounts.
The following table shows the relationship between the new types of inventory value entries and the accounts and balancing accounts in the general ledger.
| Item Ledger Entry Type | Value Entry Type | Variance Type | Expected Cost | Account | Balancing Account | Comment |
|---|---|---|---|---|---|---|
| (Production) Output | Direct Cost - Non Inventory | No | Inventory | Direct Cost Non-Inventory Applied Account | Similar to item indirect cost | |
| (Production) Output | Variance | Capacity Overhead | No | Inventory | Material Non-Inventory Variance Account | Similar to other variance accounts |
You can explore the effect of non-inventory items on the cost of produced items on the BOM Cost Shares page, where you can use the Rolled-up Material Non-Inventory Cost and Single-level Material Non-Inventory Cost fields.
![\"BOM](\"media/bom_costshares.png\" "\\"BOM")
After you post, you can find the amounts in the value entries and general ledger entries.
![\"Value](\"media/valueentry_output.png\" "\\"Value")
Note
These changes don't affect assembly orders. You can consume the non-inventory items without impacting the cost of the assembled item.
Define a production BOM or routing in the version. This setup is useful when a version represents a different variant that requires a different set of components or a different location with other production equipment. These changes can affect cost.
To turn on this feature, go to the Manufacturing Setup page and select the Load SKU Cost on Manufacturing toggle.
Use the Calc. Production Std. Cost action in the Stockkeeping Unit Card page to calculate the standard cost.
![\"Stockkeeping](\"media/stockkeepingunitcard.png\" "\\"Stockkeeping")
The action fills in these fields:
Note
When you post the output for an item that has a stockkeeping unit, the standard cost uses information from the stockkeeping unit.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"1f6bfe50-c9df-ef11-a730-6045bddc79f7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Post purchase invoices for drop shipments independently of related sales invoices", "Investment area": "Supply chain management", "Business value": "This capability aligns Business Central with workflows where vendor obligations are independent of customer payment timing. It makes drop shipment functionality more practical for businesses that have complex shipping and invoicing requirements.
", "Feature details": "You can post invoices for drop shipment purchase orders, even if you haven't invoiced the related sales order. You can post an invoice from a purchase order or by using the Get receipt lines action.
This feature might affect your extensions and customizations. This change modifies the posting logic for drop shipments and removes checks that previously blocked purchase invoice posting until the related sales invoice was posted. The following events are no longer called:
Codeunit 90 \"Purch.-Post\"
Codeunit 22 \"Item Jnl.-Post Line\"
Partners and ISVs should review any customizations or extensions that rely on these events and adjust their logic accordingly.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2fb36659-31cc-f011-bbd3-000d3a112eaa", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use date formulas to control allowed posting periods", "Investment area": "Supply chain management", "Business value": "This capability helps you maintain accurate posting restrictions because posting windows adjust automatically based on today's date. Automatic adjustments reduce maintenance effort and help prevent posting errors caused by outdated restriction settings.
", "Feature details": "You can now use date formulas to control the range of allowed posting dates in General Ledger Setup, User Setup, and General Journal Templates. Instead of entering fixed dates that you must update manually every period, you enter a date formula and Business Central calculates the allowed posting window based on today's date.
The new Allow Posting From Date Formula and Allow Posting To Date Formula fields are available on:
Business Central evaluates your date formula against today's date each time a posting date is validated. The table below illustrates various usage examples:
| Scenario | Allow Posting From Date Formula | Allow Posting To Date Formula | Today's Date | Resulting Range |
|---|---|---|---|---|
| Current month only | <-CM> | <CM> | Mar 17, 2026 | Mar 1 – Mar 31 |
| Rolling 30-day window | <-30D> | <0D> | Mar 17, 2026 | Feb 15 – Mar 17 |
| One month back, one week forward | <-1M> | <1W> | Mar 17, 2026 | Feb 17 – Mar 24 |
| Previous month close | <-1M-CM> | <-CM-1D> | Mar 17, 2026 | Feb 1 – Feb 28 |
| Today only | <0D> | <0D> | Mar 17, 2026 | Mar 17 – Mar 17 |
Business Central evaluates posting date restrictions in this order:
For each boundary (From or To), you can choose either a fixed date or a date formula. When you enter a formula, the corresponding fixed date is cleared. When you enter a fixed date, the formula field is cleared. You can mix a fixed date for one boundary and a formula for the other.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"de6c100f-ee21-f111-8341-000d3a1198e8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Match purchase invoices to multiple order and receipt lines", "Investment area": "Supply chain management", "Business value": "This capability improves purchase invoice accuracy and reduces posting errors by letting you match invoice lines to all relevant PO‑lines and receipts. You can work with complex scenarios that involve partial receipts, item tracking, multiple order references, or missing receipts.
", "Feature details": "The purchase order matching experience lets you match purchase invoice lines to multiple purchase order lines and posted receipt lines. You gain much more flexibility compared to the existing Get Receipt Lines action, which is based on posted receipts and matches line to line.
The new Get Order Lines action on the purchase invoice opens a list of order lines that are received but not invoiced, or order lines that aren't received. You can match each invoice line to any number of purchase order lines, regardless of whether receipts exist. When receipts exist, they display with the relevant details. When receipts don't exist, you can match the invoice line directly to the purchase order lines and decide later whether to receive manually or to use the new auto‑receipt capability.
From each invoice line, you can open the Matched Order Lines page to review and adjust the order lines that will be invoiced with that invoice line. You can edit quantities, add additional PO‑lines or posted receipt lines, and review discrepancies such as price or amount differences. You can also open Matched Order Lines on the invoice header to review and correct matching across the entire document.
On purchase orders, the new Matched Invoice Lines field shows the quantity matched via invoice lines to each order line.
When you turn on the new Receipt on Invoice toggle on the order, posting the linked invoice automatically creates the required receipts. However, you can't enable this option for orders that use advanced warehouse operations, have item tracking, or are already partially received.
This feature has a few limitations:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reverse drop shipments when sales and purchase documents aren't invoiced", "Investment area": "Supply chain management", "Business value": "This enhancement reduces errors and prevents incorrect customer or vendor data, and improves accuracy in high‑volume environments where manual return orders aren't practical. You correct mistakes faster, avoid redundant documents, and maintain clean application history on item ledger entries.
", "Feature details": "You can reverse posted drop shipments when both the sales shipment and the related purchase receipt aren't yet invoiced. Today, when you post a purchase receipt for a drop shipment, Business Central also posts the linked sales shipment and you can't undo the receipt. It's difficult to correct mistakes and often forces you to create credit memos, adjust quantities, or manually recreate sales and purchase lines.
You can now undo a sales shipment that originates from a drop shipment. Business Central reverts the linked purchase receipt, creates correction entries, and reapplies the purchase and sales entries to their reversal entries.
To reverse a drop shipment, open a posted sales shipment connected to it and choose Undo Shipment.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"02b085a7-a503-f111-8407-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create purchase orders from drop shipments", "Investment area": "Supply chain management", "Business value": "This feature simplifies the drop shipment process by reducing manual steps and the need to switch between pages. Integrating drop shipment handling into standard planning and the process of creating purchase orders can save you time and improve accuracy on your back orders.
", "Feature details": "You can create purchase orders directly from sales orders that are set up for drop shipment by choosing the Create Purchase Orders action.
Drop shipment orders are taken into consideration by the Order Planning page, so drop shipment lines are included when calculating plans. Also, the Planning Worksheet page now includes a dedicated Drop Shipment action group with the Get Sales Orders and Sales Orders actions, similar to the requisition worksheet.
You can create purchase orders from drop shipments from several pages.
From a sales order:
From order planning:
From a planning worksheet:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create purchase quotes for contacts", "Investment area": "Supply chain management", "Business value": "This feature simplifies the purchasing process by allowing you to work with contacts before you commit to creating vendors. It reduces administrative overhead and speeds up quote registration, while ensuring vendor records are created when needed.
", "Feature details": "You can create purchase quotes for contacts that aren't yet associated with a vendor. This removes the need to set up a vendor record before you prepare a quote, which is useful when you're unsure whether the purchase will proceed.
When you convert the quote into an order or release the document, Business Central automatically creates the vendor using a vendor template. Business Central selects the appropriate template based on criteria such as territory code, country/region code, and contact type from the contact. If only one template matches, it's applied automatically; otherwise, you're prompted to choose from available templates.
Here's an overview of the process:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Define item attributes for item variants", "Investment area": "Supply chain management", "Business value": "This improvement gives you more accurate and flexible management of product information. It helps you maintain consistent data while still capturing important differences between item variants.
", "Feature details": "Item variants are a great way to keep your list of products under control. For example, you have a large number of items that are almost identical and vary only in color. You can define each variant as a separate item. But you can also choose to set up one item and specify the various colors as variants of the item.
You can assign attribute values that reflect the specific variant at the item variant level. Item variants inherit attributes from the item, and you can adjust or remove those inherited values when the variant requires different information.
You can open the Item Variant Attribute Values page from the Item Variants List or the Item Variant Card pages to review or edit variant-specific attributes. When you add a new variant of an item, the attributes defined for the item transfer to the variant. You can then update or delete the inherited values to ensure the variant shows the correct details.
There is also the new Update Variant Attributes action available from the Item Card that lets you to force sync attributes from the item to its variants.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ac7be880-9ffa-f011-8407-7ced8dde41ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Filter receipt and shipment lines to quickly find documents you want to invoice", "Investment area": "Supply chain management", "Business value": "This improvement helps you locate the correct document lines more quickly, especially in environments with a large number of receipts or shipments. By filtering on recognizable business fields such as order number or references from vendors or customers, you reduce time spent searching and lower the risk of bringing in the wrong lines.
", "Feature details": "There are new filters on the Get Receipt Lines, Get Shipment Lines, and Get Service Shipment Lines pages. When you bring receipt or shipment lines into documents such as purchase, sales, or service invoices, you can now narrow the list by filtering on the following fields:
All documents:
Sales and service shipments only:
Purchase receipts only:
These fields come from the related document header and are now stored on the receipt or shipment line, so you can apply filters directly on the lookup pages.
To use the new filters, follow these steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Configure the default calculation for the Calculate Consumption report", "Investment area": "Supply chain management", "Business value": "To save time, set the default consumption calculation in Manufacturing Setup so the Calculate Consumption report matches your preferred process automatically, eliminating the need for manual changes.
", "Feature details": "To specify what you want the Calculate Consumption report to show by default, on the Manufacturing Setup page, in the Default Consumption Calculation Based on field, select either Expected Output or Actual Output.
To view the report, on the Consumption Journal page, choose the Calc. Consumption action to open the Calculate Consumption report. The Calculate Based On field defaults to your selection in the Manufacturing Setup page, but you can change the selection.
The Default Consumption Calculation Based on field is also considered when you calculate consumption lines on production journals, which you can open from the Released Production Order page.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"b3004d58-5c78-f011-b4cb-7ced8d1c3ddd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Align Subscription Billing with standard user experience and terminology", "Investment area": "Supply chain management", "Business value": "We're making it easier to work with Subscription Billing by updating the terminology we use for its features in the product and documentation.
", "Feature details": "Subscription Billing is a subscription-oriented module that also supports other valuable scenarios. Before this release, the module's broad and multipurpose applications and scenarios caused complexity in the underlying objects and user-facing elements. This release simplifies the user and developer experiences by focusing on the subscription-based nature of the module.
Generally, we rename objects and user experience elements, such as captions, from \"Service\" to \"Subscription.\" For example, the \"Service Object\" entity is now the \"Subscription\" entity. This change improves the user experience, clarifies the documentation, and makes terminology more consistent across the application.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"04986d40-b0f2-ef11-be20-7c1e5201c17c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Reopen finished production orders", "Investment area": "Supply chain management", "Business value": "When you complete a production order and set its status to Finished status, you might discover a mistake. For example, consumption might be missing or the item tracking information might be incorrect for the goods you produced. You can now reopen the finished order to make adjustments so that your inventory and cost transactions are correct.
", "Feature details": "You can easily reopen a finished production order to correct a mistake. However, to protect your data, the system enforces some restrictions:
To reopen a production order, use the following steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Create demo data for Subscription Billing with demo data tool", "Investment area": "Supply chain management", "Business value": "With the Contoso demo data tool, you can now get demonstration data for the Subscription Billing module. This feature saves you time when setting up use cases, especially during evaluation.
", "Feature details": "We considered various aspects of the Subscription Billing module's use cases when we created the Contoso demo data. For example, we included items with the subscription option, subscription packages, and G/L accounts for deferrals. Additionally, as usual for Contoso demo data, you can distinguish between creating only setup data and creating extra transaction data.
The Contoso demo data tool can now create the following types of demo and setup data for the Subscription Billing module:
Setup data in the following tables
Master data for the following tables
Transactional data for the following tables
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Combine service shipments on a single service invoice", "Investment area": "Supply chain management", "Business value": "With the new Combine Service Shipment task, you can gather all the service shipments that aren't invoiced into one invoice or into multiple service invoices.
", "Feature details": "The service and sales invoicing flows are more aligned. The new Combine Service Shipment action gathers all uninvoiced shipments into one or more invoices. You can create combined invoices for multiple customers, similar to the Get Shipment Line action you use when you create an invoice for each customer.
![\"Combine](\"media/combineserviceshipments.png\" "\\"Combine")
Select the Tell me icon, enter Combine Service Shipments, and then select the related link. The batch job request page opens.
Business Central selects only service orders where you choose Combine Service Shipments. The service orders field Combine Service Shipment comes from the new Combine Service Shipment toggle in the Customer Card page. You can also update this field manually.
![\"Customer](\"media/customercard_combine.png\" "\\"Customer")
Fill in the fields as described in the following table.
| Field Name | Description | Required? |
|---|---|---|
| Posting Date | Enter the posting date for the invoices that the batch job creates. | Yes |
| Document Date | Enter the document date for the invoices that the batch job creates. | Yes |
| Calc. Inv. Discount | Calculate invoice discounts automatically. If you select the Calc. Inv. Discount checkbox on the Sales & Receivables Setup page, the system always calculates the amounts automatically. | No |
| Post Invoices | Post invoices immediately. | No |
| Only Std. Payment Terms | Only include shipments with standard payment terms. If you select this option, you must manually invoice all other shipments. | No |
| Copy Text Lines | Copy the manually added text on the shipment lines to the invoice. The system always copies automatically inserted standard or extended texts. | No |
Select OK.
Note
When you combine shipments on an invoice and post the invoice, you create a posted service invoice for the invoiced lines. The system updates the Quantity Invoiced field on the original service order based on the invoiced quantity.
When you invoice shipments in this way, the orders remain even if they're fully shipped and invoiced. You can delete these orders manually or use the Delete Invoiced Service Order task to delete them in bulk.
Thanks to our community for their valuable contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0323970d-bfea-ef11-be1f-7c1e526b8bdd", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable overpicking for production orders", "Investment area": "Supply chain management", "Business value": "With this feature, you can pick more raw materials than the production order initially requires. This capability is useful in several scenarios. You can pick an entire pallet or box, use what you need, and return the excess to inventory. You can also post consumption for additionally picked components.
", "Feature details": "To start using this feature, turn on the Allow Whse. Overpick toggle in the Item Card to specify that items are eligible for overpicking. Activate the same setting in the item template to ensure that all items you create based on the template have the setting.
![\"Item](\"media/overpick_item.png\" "\\"Item")
In the warehouse pick that you create for a production order, change the value in the Quantity field for the Take line.
![\"Warehouse](\"media/overpick_wpick.png\" "\\"Warehouse")
To return excess items to the warehouse, use the Movement worksheet and the Get Bin Content action.
To post extra consumption, either increase the value in the Quantity Per field on the Production Order Components page or enter the required quantity directly on the Consumption Journal or Production Journal pages. If the new quantity in the journal is less than or equal to the quantity picked, you can post consumption.
This process applies only to warehouse picks for production orders. It doesn't support inventory picks and movements. It also doesn't support warehouse picks for other source documents.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ecbda765-40f4-ef11-be20-6045bdd98c7a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Sort lines by type in sales and purchase postings", "Investment area": "Supply chain management", "Business value": "With this feature, you get better concurrency in inventory posting.
", "Feature details": "Previously, Business Central processed sales and purchase document lines in the order of their line numbers. Now, if you enable concurrent inventory posting, it processes lines by type (and line number). If two sessions post at the same time, they lock resources in the same order to reduce the likelihood of deadlocks. Otherwise, the process for posting sales and purchase documents is unchanged. However, this change might affect extensions that rely on an expected value in the next line or previous line.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3a6b0f4f-187c-f011-b4cc-7c1e520b31af", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Omit warehouse pick for manual flushing methods", "Investment area": "Supply chain management", "Business value": "You can manually consume items without picking them, in addition to the existing options of picking and flushing items or only flushing items. This method gives you more flexibility and control over warehouse operations.
", "Feature details": "We're adding the Pick+Manual flushing method to the existing flushing method options. The available methods are:
With these methods, you can ignore the Prod. Consumption Whse. Handling setting on the Location Card page for each item, stockkeeping unit, or production order component line. Automatic flushing methods, like Backward and Forward, typically skip warehouse or inventory picks. This skipping behavior is useful for components that you store in the shop floor zone because of their nature, so there's no need to pick them. However, these components might require manual posting of consumption because the consumed quantity can vary or the components require item tracking.
![\"Flushing](\"media/flushing_itemcard.png\" "\\"Flushing")
To start using this feature, go to the Feature Management page and turn on Feature Update: 'Manual' flushing method without requiring pick. This update upgrades existing records from the Manual flushing method to the Pick+Manual flushing method.
The new Pick+Manual option is available right away and works correctly whether you enable the feature key or not. It requires picking if consumption happens at a location where warehouse handling is enabled.
The feature key applies only to the Manual option and starts data upgrades. To keep your original flow, the feature key converts all items that use the Manual option to the Pick+Manual option to match the original picking requirement.
If you don't enable the feature key, both the Manual and Pick+Manual options require picking because of the original behavior. When you enable the feature key, the Manual option doesn't require picking.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"1c263d6a-dfef-ef11-be20-7c1e520100ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience improved usability in manufacturing", "Investment area": "Supply chain management", "Business value": "You get more done when processes are easy. We improved the usability in several areas within manufacturing by matching the notification behavior to your daily work. These changes help you record production output more accurately for serial-tracked items, and keep capacity and overhead postings aligned with production locations so that WIP accounts stay balanced and are easier to reconcile. You also get some help to decide how much guidance you want around BOM and routing certification.
", "Feature details": "We've addressed several friction points in manufacturing processes.
When you report production output for items with serial number tracking, you often need one journal line per serial number. Previously, when you turned on Item Tracking on Lines in the Output Journal and chose Explode Routing, the last operation for a serial-tracked item could still show the full order quantity on the line. With this improvement, Business Central respects item tracking setting when exploding routing lines in output journals:
In many manufacturing environments, you post production consumption and output by location, with separate WIP accounts per site. Until now, capacity and overhead postings were always evaluated against the Inventory Posting Setup for a blank location code, because the related entries didn't have a location value. This could cause:
With this improvement, Business Central uses the production location when posting capacity and overhead.
The following list describes what we changed.
When you design or maintain production BOMs and routings, you might work with non-certified structures for extended periods. A confirmation message that reminds you that a BOM or routing isn't certified is useful, but it can also become noise if it displays many times per day. Previously, when you tried to close a non-certified production BOM or version, Business Central showed a message such as:
There was no way to turn this specific warning on or off per person. Now, we've added a new My Notifications setting so you can control whether to display warnings for non-certified production BOMs and routings. To configure the notification:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience improved usability in manufacturing", "Investment area": "Supply chain management", "Business value": "You get more done when processes are easy. We improved the usability in several areas within manufacturing. Now, you can access information faster. We added fields, actions, and FactBoxes to several pages. Confirmation dialogs help you avoid mistakes when you process production BOMs and routings, and when you print in bulk.
", "Feature details": "The Component – Item FactBox on the Production Order Component page shows information about an item and its availability when you view or edit the list of components in a production order.
![\"Production](\"media/prodordercomponentfactbox.png\" "\\"Production")
Use the Change Production Order Status page to change the status of multiple orders at the same time. You can now use this capability on list pages for the following types of orders:
Select one or more production orders, and select Change Status.
![\"Change](\"media/changestatusforselected.png\" "\\"Change")
Note
A confirmation dialog with extra questions appears for each order. If there are multiple orders with partial output or consumption, confirm each one.
If the status of orders can't change, the system skips those orders. The Error Message page shows the skipped orders and the reasons.
![\"Error](\"media/changestatuserror.png\" "\\"Error")
Select one or more orders, and choose Production Order - Comp. and Routing to run the report. The Print and Preview actions show details for the selected orders.
You can run the report on the following pages:
![\"Finished](\"media/print_prodorder-comprouting.png\" "\\"Finished")
Note
The report uses Marked records that you select. The report request page doesn't show these types of filters, so it looks like no filters are applied.
When you process lines in a planning worksheet, you can print more than one firm planned order.
![\"Carry](\"media/carryout-print.png\" "\\"Carry")
Tip
Thanks to our community for their contributions to Microsoft’s open source BusinessCentralApps repo on GitHub.
The Edit in Excel feature in Business Central is popular because it provides a fast way to enter data. You can now use the Edit in Excel action on the Standard Cost Worksheet page.
![\"Edit](\"media/standardcostworksheet.png\" "\\"Edit")
You might find that the original routing isn't feasible anymore and you want to adjust it. You can edit the Routing link code field so you can add new routing steps and make sure that components link to the routing steps.
![\"Routing](\"media/routinglinkcode.png\" "\\"Routing")
A warning appears if you select the same routing link code for more than one routing line.
![\"Routing](\"media/routinglinkcode_confirmation.png\" "\\"Routing")
Set the general posting group for new production orders in the Default General Business Posting Group field on the Manufacturing Setup page. Make sure to update the entries on the General posting setup page. For assembly orders, set the posting group on the Assembly Setup page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f37cd1d5-3acd-ef11-8ee9-6045bdd35458", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable taxonomy elements for ESRS and other standards", "Investment area": "Sustainability Management", "Business value": "Businesses can map entries in Business Central with required taxonomies to prepare their data for Corporate Sustainability Reporting Directive (CSRD) reporting.
Business Central helps companies in the European Union comply with the CSRD by enabling taxonomy elements for the European Sustainability Reporting Standards (ESRS) and other frameworks. This capability helps ensure accurate, transparent, and comprehensive sustainability reporting. Integrating these taxonomy elements simplifies the reporting process, saves you time, and reduces the risk of noncompliance.
", "Feature details": "Set up taxonomies in Business Central by using various transactional data sources. The initial setup uses demo data, but you can adjust it to meet your needs. After you configure the taxonomies, you can aggregate existing data.
When you aggregate data for a specific reporting period, you can integrate with the ESG Reporting tool to prepare the data for reporting. Because Business Central doesn't contain all the data needed for CSRD reporting, you can switch to the ESG Reporting tool where you find a preconfigured CSRD template. You can add any missing metrics so you can generate the reporting file.
In the future, we plan to extend this integration to other ESG reporting standards.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"139c431c-9e8b-ef11-ac20-000d3a1516f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Support Digital Product Pass reporting requirements", "Investment area": "Sustainability Management", "Business value": "Support for Digital Product Pass reporting requirements empowers businesses to meet upcoming EU sustainability regulations by capturing key environmental data directly in Business Central. Structured reporting on recyclability, energy efficiency, and end-of-life handling helps companies enhance product transparency, support circular economy goals, and build trust with eco-conscious customers and partners.
", "Feature details": "To support Digital Product Pass (DPP) initiatives, we added sustainability-related fields on the Sustainability FastTab of the Item Card page. Together with the existing fields, the following new fields help businesses meet requirements for preparing DPP details:
Business Central doesn't generate embedded QR codes for DPP. However, it provides sufficient data to support QR code creation externally.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"0617de16-dc79-f011-b4cb-6045bddc3689", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Track item charges across value chain automation in Scope 3", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline how you collect, calculate, and report indirect emissions data across your company's upstream and downstream value chain. These processes improve accuracy, efficiency, and compliance with sustainability goals. This feature gives you flexibility by letting you track emissions from the purchase process, add item charges to your primary item emissions, and start the final emission calculation.
", "Feature details": "Scope 3 is important for accurate tracking because it covers most emissions, affects business decisions, and matches many regulations. Scope 3 is also the most complex category to measure because it needs data from many sources. For example, you need data from vendors and internal operations like transfers and manufacturing.
When you post emission values with purchase invoices, Business Central creates a Sustainability Ledger Entry. It also creates a new Sustainability Value Entry that references the Item Ledger Entry with the same item ledger entry type. This entry records details related to the calculated CO2e Amount. This step starts the emission valuation process. Business Central tracks all emission changes through other processes. This tracking extends to cover Item Charges and external transportation emissions for purchased items. To set up this tracking, you configure a Default Sustainability Account on the Item Charges page. You also enter emission values for each line on the purchase document. When you apply an item charge to items, the charge also applies emissions.
This feature supports only the Average model of emission calculation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a37a74e9-4a27-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use sustainability Scope 3 value chain in manufacturing", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline how you collect, calculate, and report indirect emissions data across your company's upstream and downstream value chain. This automation improves accuracy, efficiency, and compliance with sustainability goals. Scope 3 emissions are important for accurate tracking because they make up most emissions, influence business decisions, and align with many regulations.
Scope 3 emissions are also the most complex to measure because they require data from many sources. For example, you need data from vendors and internal operations such as transfers and manufacturing. This feature gives you more control by letting you track emissions in the manufacturing process and automatically calculate new emissions in both downstream and upstream activities related to your inventory.
", "Feature details": "With this feature, you can calculate CO2e for finished goods by using raw material emissions data from purchase documents and adding emissions from manufacturing processes.
To help you collect this data, the new CO2e per Unit and Total CO2e fields are available on the following pages:
On the Production BOM page, these fields get their values from the emission details of items. On the Routing page, they come from the emission details on the Work and Machine Centers pages.
The system calculates these fields by using the Average method on the Sustainability Value Entries page. When you run the Refresh Production Order action, you can see the calculated values on the production order. Each time you post, Business Central adds new values to the Sustainability Value Entry page for the finished goods. These values come from the consumption of raw materials and the output of operations.
The consumption and output entries create a Sustainability Value Entry that links to the Item Ledger Entry. The output entry also connects to the Capacity Ledger Entry. To prevent double postings for the same emissions, these entries post only to the Sustainability Value Entry and not to the Sustainability Ledger Entry. These entries relate only to the item emission valuation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"cd057a76-4995-ef11-8a69-7c1e52687320", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use sustainability Scope 3 value chain for assembly and transfers", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline how you collect, calculate, and report indirect emissions data across your company's upstream and downstream value chain. This process improves accuracy, efficiency, and compliance with sustainability goals. Scope 3 emissions are important for accurate tracking because they make up most emissions, influence business decisions, and align with many regulations.
You measure Scope 3 emissions through data from multiple sources, such as vendors, and information from internal operations like transfers and manufacturing. This feature gives you more flexibility by letting you track emissions in the assembly and transfer processes and automatically calculate new emissions in both downstream and upstream inventory activities.
", "Feature details": "This feature calculates CO2e for regular transferred items and assembly items. It uses initial emissions data from purchase documents and adds emissions from transfer processes or assembly order processes.
To make the calculation easier, the CO2e per Unit and Total CO2e fields are available on the Transfer Orders and Assembly Orders pages. For Transfer Orders, you can increase these values only for transferred items. For Assembly Orders, Business Central uses emissions from consumed items and resources to calculate the total CO2e emissions for the assembled item.
Business Central uses the Average method on the Sustainability Value Entries page to calculate these values. With each posting, Business Central adds new values to the Sustainability Value Entry that relate to the specific transaction. To prevent double posting for the same emissions, the entries post only to the Sustainability Value Entry. They don't post to the Sustainability Ledger Entry. These entries relate only to the item emission valuation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4913288c-4995-ef11-8a69-6045bda882c8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Enable projects with value chain automation in Scope 3", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline the collection, calculation, and reporting of indirect emissions data across a company's upstream and downstream value chain. The processes improve accuracy, efficiency, and compliance with sustainability goals. This feature gives you flexibility by enabling you to calculate and track emissions for delivering new projects based on the consumption of items and resources.
", "Feature details": "Scope 3 emissions are important for accurate tracking because they make up most emissions. These emissions affect business decisions and align with many regulations. Scope 3 emissions are also the most complex to measure because they need data from many sources. For example, you need data from vendors and internal operations such as transfers and manufacturing.
This feature helps you collect total CO2e emissions for projects and project tasks based on consumed items and resources. To collect emissions, you configure emissions on your items and resources, and you enter CO2e per Unit and Total CO2e on the Project Journal page. To improve tracking, use the Project No. and Project Task fields on the Sustainability Value Entry page. The Total CO2e field on the Project and Project Task pages then shows an accurate value.
This feature supports only the Average model for emission calculation.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"80700a4d-4c27-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Start value chain in purchase process for Scope 3 in sustainability", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline the collection, calculation, and reporting of indirect emissions data across a company's upstream and downstream value chain. These processes improve accuracy, efficiency, and compliance with sustainability goals. This feature gives you flexibility by letting you track emissions from the purchase process and start the final emission calculation.
", "Feature details": "Scope 3 emissions are important for accurate tracking because they make up most emissions. They affect business decisions and match many regulations. Scope 3 emissions are also the most complex to measure because they need data from many sources. For example, you need data from vendors and internal operations such as transfers and manufacturing.
When you post emission values with purchase invoices, Business Central creates a sustainability ledger entry. It also creates a new sustainability value entry that references the item ledger entry with the same item ledger entry type. This entry records details related to the calculated CO2e Amount. This entry starts the emission valuation process. Business Central tracks all emission changes through other processes. This feature in purchase documents currently applies only to items. It doesn't support item charges for adding extra emissions. This release supports only the Average model of emission calculation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"04462cdb-9f8b-ef11-ac21-7c1e521b8a6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Provide carbon equivalent data for sales based on Scope 3 automation", "Investment area": "Sustainability Management", "Business value": "Sustainability Scope 3 value chain process automation uses standard ERP processes to streamline the collection, calculation, and reporting of indirect emissions data across the upstream and downstream corporate value chain. These processes improve accuracy, efficiency, and compliance with sustainability goals. Scope 3 emissions are important for accurate tracking because they represent the majority of emissions, influence business decisions, and align with many regulations.
Measuring Scope 3 emissions is also complex because it requires data from multiple sources. For example, you need information from vendors and internal operations such as transfers and manufacturing. This feature gives you flexibility by enabling you to provide accurate emissions information for the items you sell.
", "Feature details": "Business Central calculates item emissions using values in Sustainability Value Entries, which currently use only the Average method. The solution uses these values to add the calculated, read-only CO2e per Unit and Total CO2e fields on lines in sales documents. This release doesn't extend document reports to include the additional CO2e emission values.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"09303bc8-9f8b-ef11-ac21-6045bddb73b3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use CBAM and EPR calculations", "Investment area": "Sustainability Management", "Business value": "The combined CBAM and EPR features help companies align with evolving environmental regulations by ensuring imported goods meet EU carbon pricing standards and shifting product waste responsibility to producers. Together, these features promote eco-friendly design, reduce environmental impact and compliance risks, support the EU's climate goals, and strengthen competitiveness through regulatory alignment and cost efficiency.
", "Feature details": "With support for the European Union's (EU) Carbon Border Adjustment Mechanism (CBAM), Business Central helps you track and manage the carbon footprint of imported goods. The system automatically calculates carbon-related costs based on the origin of your products and EU carbon pricing rules by using the Carbon Pricing page and fields on the Item Card page, such as:
The system monitors emission data, verifies compliance, and ensures that all purchases reflect the required carbon adjustments. This mechanism helps you avoid regulatory risks and gives you clear insight into your sustainability costs for each product and vendor.
Use the extended producer responsibility (EPR) feature to track product materials and apply the right environmental fees to sales. Whether your products include packaging, electronics, or batteries, the system calculates fees like collection and recycling based on the material composition and weight. To set up this feature, use the EPR Material Setup and Item Material Composition pages, along with extra fields on the Item Card page and sales documents. These tools help you comply with local regulations, improve cost accuracy, and support environmentally responsible product design and reporting.
Both features use the Excise Taxes feature to enable the necessary calculations. However, these features don't support all documents that some authorities require.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c0f7a35d-2f27-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use refreshed demo data for Sustainability", "Investment area": "Sustainability Management", "Business value": "The demonstration data is updated so you can easily test and demo new features in Sustainability.
", "Feature details": "The following features are available in the Sustainability Demo Data tool:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use enhanced analytics for Sustainability", "Investment area": "Sustainability Management", "Business value": "The improvements in reporting and analytics for Sustainability help your business track new key performance indicators (KPIs) and scenarios in Power BI. Comprehensive documentation and teaching tips help you fully leverage these new features.
", "Feature details": "We've greatly improved reporting and analytics for our sustainability features. In addition to the three existing reports with the Excel layout, you get new tools for Power BI and data analysis.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Report on social and governance information for employees in Sustainability", "Investment area": "Sustainability Management", "Business value": "The Sustainability features provide comprehensive environmental, social, and governance (ESG) reporting capabilities. With these capabilities, you can track and report on important metrics. This feature helps you comply with regulatory requirements, improve operational efficiency, and enhance your reputation by demonstrating commitment to sustainability.
", "Feature details": "The Sustainability features were initially developed to cover environmental tracking. However, for full ESG reporting, you also need to include social and governance details. To ensure full compliance with ESG reporting requirements, you can enter additional information about employees on the Employee Card page, such as:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new APIs in Sustainability for better integration", "Investment area": "Sustainability Management", "Business value": "These new APIs make sustainability data easier to integrate with external systems and reporting tools. Businesses can automate ESG reporting, synchronize sustainability goals, and exchange emission details with procurement systems. This reduces manual data handling, improves accuracy, and supports compliance with sustainability regulations and corporate reporting standards.
", "Feature details": "The feature introduces four new APIs in the Sustainability area to improve interoperability and enable automated data flows between Business Central and external applications.
The new APIs are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Track energy consumption in Sustainability", "Investment area": "Sustainability Management", "Business value": "This feature enhances compliance, transparency, and operational efficiency in Sustainability. By ensuring adherence to CSRD and other ESG standards, companies can accurately report their energy consumption, including the sources and efficiency measures. This transparency not only meets regulatory requirements, but also builds trust with stakeholders. Additionally, the streamlined process of tracking and reporting energy consumption reduces administrative burden, so companies can focus on their core operations.
", "Feature details": "With this feature, you can track consumed energy for specific energy sources in Sustainability Journals and Purchase Invoices. You can collect energy sources and consumption data in sustainability ledger entries, so you can report comprehensively and comply with CSRD and other ESG standards. You can specify the type of energy consumed, such as solar, wind, and fossil fuels, in the relevant entries.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"3dc62a51-b126-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use new sales document report layouts that show your carbon footprint", "Investment area": "Sustainability Management", "Business value": "This feature helps you communicate sustainability information on customer-facing documents. By showing estimated CO₂e per unit and the total emissions on sales invoices and quotes, you can increase transparency, support ESG commitments, and respond to customer demand for carbon footprint data. Including a disclaimer ensures clarity about the source and nature of the estimates.
", "Feature details": "Business Central adds new ESG‑focused report layouts for sales documents, enabling you to include carbon‑footprint information directly on invoices and quotes. These Word layouts extend existing invoice and quote templates by adding CO₂e information per unit and a total emissions line.
The following documents use the new layouts:
Sales Invoice
Sales Quote
Each layout is based on the corresponding standard template and includes additional sustainability fields. These additions allow you to provide transparent emissions information on both quotes (pre‑sales) and invoices (post‑sales) to ensure consistency between commercial documents and sustainability reporting. The layouts work with existing CO₂e values calculated using value chain operations from the Sustainability module and require no additional customization.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"eb63b1a2-15c6-f011-bbd3-000d3a554a74", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the new Out of Scope emission category", "Investment area": "Sustainability Management", "Business value": "This feature improves productivity by helping you avoid blocks when posting emissions. Use this feature when you want to post emissions but aren't sure which emission scope to use. It's also useful when you need to post a carbon credit that isn't related to a scope.
", "Feature details": "To post emissions without a scope, on the Sustainability Account Category page, in the Emission Scope field, select Out of Scope. Then, assign the account category to a sustainability account or create a new account and assign the category.
Use a sustainability account with this setup on a sustainability journal when you configure the sustainability journal batch to use this emission scope or allow all scopes. After you post the journal, the entries marked as Out of Scope are recorded in sustainability ledger entries.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"05/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"4c1be084-c9d5-ef11-a730-7c1e526878a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Avoid changing the Emissions Unit of Measure when entries already exist", "Investment area": "Sustainability Management", "Business value": "This feature safeguards data integrity in sustainability reporting by preventing changes to the Emissions Unit of Measure after you create entries. It helps prevent unit mismatches in the Sustainability Ledger and ensures consistent and reliable emissions tracking across all accounts and periods.
", "Feature details": "To maintain consistency in environmental data, Business Central restricts changes to the Emissions Unit of Measure field on the Sustainability Setup page after entries exist in the Sustainability Ledger. This prevents accidental or intentional changes that could compromise emissions calculations or audit compliance. Previously, you could modify this field at any time, risking mixed units across ledger entries and reports.
We recommend that you finalize your unit of measure during initial configuration to ensure consistent reporting.
This change supports better governance and aligns with best practices for environmental data management.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"bc46aa01-dc79-f011-b4cc-7c1e521724c0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Require approvals for sustainability journals", "Investment area": "Sustainability Management", "Business value": "This feature streamlines the approval process for sustainability journals. The approval process for sustainability journals works the same way as the process for general journals. Customers get a unified and efficient approval process that reduces administrative overhead and keeps compliance with internal controls and regulations.
", "Feature details": "Use an approval workflow for both standard and recurring sustainability journals. The workflow uses the same approval process that you might already use for general journals. When you align the process for sustainability journals, you ensure consistency and compliance across all types of journals.
Use actions on the journals to send and cancel approval requests directly from the journals. This enhancement simplifies the approval process and makes it more intuitive and efficient to manage journal entries. By integrating these actions, businesses can maintain a streamlined workflow, reduce the risk of errors, and ensure that all journal entries are properly reviewed and approved before posting.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"12/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6237634e-5027-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use an updated Sustainability Manager Role Center", "Investment area": "Sustainability Management", "Business value": "This Sustainability Manager Role Center gives you efficient and comprehensive control over sustainability operations. By integrating social and governance features, as well as value chain functionalities across all operations, you get a holistic approach to sustainability. The role center includes water and waste management insights that help you monitor and manage environmental impact. With this role center, you can improve compliance, operational efficiency, and strategic decision-making.
", "Feature details": "The updated Sustainability Manager Role Center gives you better control and smoother transitions across the sustainability features. This update includes social and governance features such as Employees, Qualifications, and Absences. It also includes value chain functionalities for all operations related to scope 3 emissions, such as:
The role center includes the standard Set Up Cue feature for easy personalization. It offers cues and insights that cover water and waste management. You can access all data for greenhouse gas emissions, water footprint, and waste management within your organization. The role center provides a specific menu with sustainability-related information, charts, and cues for all important data about emissions. The role center integrates purchase documents that have emission-related lines and goals, so you get real-time updates and adjustments. This comprehensive update ensures that sustainability managers can monitor initiatives in real time, make timely adjustments to meet regulatory standards, and drive more sustainable business practices.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f41b74ca-5127-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use updated demo data for Sustainability", "Investment area": "Sustainability Management", "Business value": "This update enriches the Sustainability Demo Data Tool, enabling businesses to simulate and showcase comprehensive environmental tracking. By including water and waste accounts, categories, and journal entries, organizations can better demonstrate ESG readiness, support internal training, and validate sustainability workflows before going live.
", "Feature details": "The Sustainability Demo Data Tool has been expanded to support broader environmental data modeling. Key enhancements include:
These updates help you prepare for sustainability reporting, ESG audits, and future regulatory requirements by providing realistic demo scenarios and data structures.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"8e532f22-a02c-f011-8c4e-6045bdfeefee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use water and waste management with sustainability", "Investment area": "Sustainability Management", "Business value": "Track your company's environmental impacts in Business Central. We broadened the measurement capabilities to include water and waste. With these new capabilities, you can better prepare for compliance reporting about specific areas, especially for Corporate Sustainability Reporting Directive (CSRD).
", "Feature details": "Use the Sustainability Journals and Recurring Sustainability Journals pages to record water and waste intensity data. This data is based on the existing Chart of Sustainability Accounts page, but it uses new Water and Waste emission scopes. Use different account groups, subgroups, and formulas to make it easy to record the collection of water and waste intensity. This feature also uses existing sustainability ledger entries where you record data and use it for reporting. With this feature, you can report both gas emissions and water and waste from a single place.
You can track Water Intensity, Discharged Into Water, and Waste Intensity values by using a Water/Waste Intensity Type (Withdrawn, Discharged, Consumed, Recycled, Generated, Disposed, Recovered) and a Water Type (Surface water, Sea water, Ground water, Third party water, Produced water). You can also extend Sustainability Goals to cover water and waste management features.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"05/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c357b739-9e8b-ef11-ac21-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Capture sustainability data with general journals", "Investment area": "Sustainability Management", "Business value": "When businesses record greenhouse gases with general journals, they can track and reduce their carbon footprint and use double materiality more effectively. By integrating environmental data with financial records, companies can identify high-emission activities. They can make informed sustainability decisions and enhance their corporate responsibility. This proactive approach not only meets regulatory requirements but also attracts eco-conscious customers. It strengthens brand reputation and can lead to cost savings through more efficient resource management.
", "Feature details": "If your financial data includes emission details, post both types of data in a single line on the General Journals page. Open a general journal and add the usual financial details. Then select the sustainability account and enter the emission amounts you track for each account in the Total Emission CO2, Total Emission CH4, and Total Emission N2O fields. On the General Ledger Entries page, use the Find entries action to easily find the related sustainability entry. You can also view this information on the Posted General Journal page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b016cdfd-b5cc-ee11-9079-00224827e8f9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Measure all gases as CO2 equivalents in Sustainability", "Investment area": "Sustainability Management", "Business value": "When you record all gases as CO2 equivalent values, your business gets important benefits. By tracking gas emissions as carbon equivalents, you get accurate reporting and compliance with environmental regulations. This feature simplifies the data entry process, reduces errors, and makes emission tracking more efficient.
", "Feature details": "Use this feature when you don't have accurate information for all gases you want to track but have carbon equivalent values for those gases. You can record emissions as CO2 equivalents (CO2e). When you turn on the Use All Gases as CO2e toggle on the Sustainability Setup page, the captions for gases change from their names to their CO2e equivalents. For example, the CH4 field becomes the CO2e for CH4 field. The field values correspond to carbon equivalent values, not the original gas values. Business Central sets the Carbon Equivalent Factor on the emission fees to 1 for all three gases.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"5f4860a5-2b27-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Track items of concern related to gas emissions", "Investment area": "Sustainability Management", "Business value": "You can efficiently track and manage items with high emissions. This tracking helps you comply with environmental regulations and supports your sustainability efforts. When you monitor inbound and outbound transactions and their pollution impact, you can make informed decisions that reduce your carbon footprint and improve operational efficiency.
", "Feature details": "You can track items of concern by using the Item of Concern field on the Sustainability FastTab of the Item Card page. This field tracks items by their emissions level and specifically targets big pollutants. When you select this field, you must enter a value in at least one of the following fields:
This setting ensures that you monitor items flagged as being of particular concern for their environmental impact.
Use the Items of Concern report to track all inbound transactions, such as purchases and production output, and outbound transactions, such as sales, consumption, and negative adjustments for these items. The report provides detailed information grouped by inbound and outbound transactions, and it shows total emissions for CO2e, CO2, CH4, and N2O.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f35020bb-4f27-f011-8c4d-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Specify default sustainability values for various entities", "Investment area": "Sustainability Management", "Business value": "You can improve sustainability tracking by setting up inbound emissions for each item, resource, and general ledger account. You can also set up inbound emissions for internal operations, such as work centers, machine centers, and transfer journals. This setup helps you accurately track and report your company's environmental impact.
", "Feature details": "A new Default Sust. Account field is available in the following tables:
When you enter a value in the Default Sust. Account field on the Item Category page, the items you assign to that category inherit the value.
The Item, Resource, Work Center, and Machine Center pages include new Default CO2 Emission, Default CH4 Emission, and Default N2O Emission fields. To set these values, go to the Item card. When you set Purchase in the Replenishment System field for an item, you can edit these emission values. Otherwise, Business Central calculates the values. If you enter values in these fields and change the selection in the Replenishment System field, a message warns you that the change removes the values in the emission fields.
To use these fields, enable them on the Sustainability Setup page. This configuration step reduces clutter for businesses that don't want to use these fields.
When you enter a value in the Default Sust. Account field and work with purchase documents or general journals, the value transfers to the related Sustainability Account and Emission Amount fields.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"07b36209-9e8b-ef11-ac20-000d3a1516f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use ESG Reporting integrated with Business Central", "Investment area": "Sustainability Management", "Business value": "You can seamlessly integrate the Project ESG Reporting app with Sustainability features for streamlined compliance reporting that aligns with standards like CSRD, ASRS, and BRSR. We plan to support more standards in the future. This feature removes the need for repetitive data entry and lets you manage non-transactional data outside of Business Central. It represents another step in Microsoft's commitment to fostering collaboration across business applications, enhancing efficiency and compliance for users.
", "Feature details": "Use the Sustainability features to measure environmental impacts, such as greenhouse gas emissions, water usage, and waste intensity. These features also help you maintain data required for compliance reporting. To track and measure social and governance effects, use features such as statistical accounts.
This feature enables you to collect sustainability data and align it with regulatory taxonomies for reporting under various standards, such as the Corporate Sustainability Reporting Directive (CSRD) or Business Responsibility and Sustainability Reporting (BRSR). After you collect and aggregate data in Business Central, you can transfer it to the Project ESG Reporting (preview) app. In the app, you can add more text or contextual information. The reporting process ends by generating files that comply with regulatory requirements for submission. This process streamlines the entire sustainability reporting workflow.
This integration helps small and medium-sized businesses (SMBs) handle complex ESG reporting requirements. With this integration, you can access and map sustainability metrics directly from Business Central into Project ESG Reporting (preview).
This solution offers:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Generate a CSRD preparation report", "Investment area": "Sustainability Management", "Business value": "You can simplify your Corporate Sustainability Reporting Directive (CSRD) reporting by printing reports with prepared data and taxonomies if you don't want to use integration for ESG reporting.
", "Feature details": "In Business Central, you can configure taxonomies that use various transactional data sources. The initial setup uses demo data, but you can change it to meet your needs. After you configure the taxonomies, you can aggregate existing data. If you don't integrate with a reporting tool, you can create a report layout to use as a preparation document for CSRD reporting.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"57f04fe4-9d8b-ef11-ac20-000d3a1253b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use user interface enhancements for better experience", "Investment area": "User experiences", "Business value": "As a Business Central user, you interact with the web client every day. Enhancements and improvements to the UI give you more flexibility and productivity. With these enhancements, you can manage your tasks and complete them more efficiently.
", "Feature details": "We continuously improve the experience by adding new features, adjusting the visual style to match modern design principles, and responding to user feedback. This feature introduces the following enhancements:
For more information about customizing the user interface and staying productive, see Work with Business Central.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"04/07/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2c59aa20-94d9-ef11-a730-7c1e527e6da9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Adjust the FactBox pane width", "Investment area": "User experiences", "Business value": "Customers want to work optimally with Business Central, even when they need extra room for the information on the FactBox pane. You can resize the FactBox pane to see the details more clearly.
", "Feature details": "The user experience in Business Central now lets you resize the FactBox pane on all pages and page types that support the FactBox pane. With this feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use drag and drop on file upload dialog to attach multiple files", "Investment area": "User experiences", "Business value": "Drag and drop functionality to attach multiple files to Business Central records makes it easier to manage files. This feature benefits users who work with multiple files and adds value to organizations by enhancing data organization and accessibility.
", "Feature details": "You can drag multiple files at the same time to attach them to records in Business Central. Select multiple files, and then drag them to the file upload dialog.
![\"Shows](\"media/multi-file-upload-drop.png\" "\\"Shows")
The following pages and actions open a File Upload dialog. You can upload multiple files by choosing Browse to select them manually or by dragging multiple files to the dialog.
The Doc. Attachments List FactBox is available in the Attachments section of the FactBox pane. It has the same set of actions as the existing Document Attachments FactBox. It also has a quick overview of uploaded files, so you don't have to open the Attached Document page.
![\"Shows](\"media/doc-attach-list-fact-box.png\" "\\"Shows")
Note
If you use the new Attachments FactBox, use Business Central's personalization capabilities to hide the legacy Document Attachments FactBox. The legacy FactBox is deprecated in upcoming releases.
The Incoming Document Files FactBox has two separate actions for uploading incoming document files:
![\"Shows](\"media/incoming-docs-fact-box.png\" "\\"Shows")
On the Email Editor page, select the Add files action to attach one or more files to emails you send from Business Central.
![\"Shows](\"media/email-editor-add-files.png\" "\\"Shows")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Change the data search method in lists", "Investment area": "User experiences", "Business value": "Fast access to data is key for users. This feature adds a modern search option on lists that focuses only on columns enhanced with full-text search capability, while keeping the option to use the older method. Modern search speeds up the search process and gives more precise and relevant results, so users get more satisfaction and productivity.
", "Feature details": "Users can switch between the \"legacy\" search, which searches across all columns, and the \"modern\" search, which searches only in columns optimized for full-text search matching. You can use the modern search for selected tables and lists.
Select Use optimized text search in lists on the Feature Management page to turn on the modern search capability. When you turn on the capability, the modern search is the default search method on list pages that include full-text search columns. Users switch between the modern and legacy search methods on pages by using the Use legacy search and Use modern search (faster) options in the search box:
![\"The](\"media/modern-search.png\" "\\"The")
The new full-text search is more flexible. For example, consider the item named LONDON Swivel Chair in the CRONUS demonstration company. If you use the legacy search and enter London chair, it doesn't find anything because there's no exact match. However, using the modern search for the same query readily finds that item.
The modern search also lets you enclose search terms in quotes to narrow the results, similar to popular search engines. For example, using the CRONUS demonstration data again:
The modern search experience is available only for tables that the system recognizes as prominent for this type of search algorithm. However, partners can optimize their own tables for modern search by using the new OptimizeForTextSearch property on fields in AL code. If a table on a list page isn't optimized for modern search, the Use modern search (faster) option doesn't appear in the search box.
Note
During the 2024 release wave 2 update, we gradually add this feature to Business Central tables, starting with main tables like Customers, Contacts, Items, G/L Accounts, and so on. In subsequent updates, you see this feature on more tables, such as Sales and Purchase documents, Projects, G/L Entries, Customer Ledger Entries, Vendor Ledger Entries, and Job Ledger Entries.
Currently, an administrator uses Feature Management to control whether the modern search is enabled on these lists. In a future release, the modern search is the default search method.
For more information about search, see Search for a record in your data.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/02/2024", "GA date":"11/04/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"351d6613-c533-ef11-8409-6045bddabc8d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Experience access keys with key tips in more languages", "Investment area": "User experiences", "Business value": "Organizations want to streamline their operations with AI, automation, and productivity tools that empower workers. When time matters for entering data, every keystroke and mouse click counts. Business Central uses the familiar experience from Microsoft 365 applications, such as Excel and Word, to boost efficiency for keyboard users. Access keys with key tips help users quickly explore, navigate, and activate any action in the action bar, navigation menus, and other UI elements.
", "Feature details": "You can use access keys with key tips, regardless of your language setting in My Settings. The feature now enables key tips for the following languages:
If you're using the Business Central web client, when you press the Alt key, the following features become available:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Resize columns even when personalization isn't enabled", "Investment area": "User experiences", "Business value": "People using the Business Central web client often need to adjust the widths of their data columns. Whether you're looking for a particular record or optimizing the layout of your pages for efficient reading or accelerated data entry, you need to resize columns. Now, you can resize columns without connecting to the UI customization system. Quickly and easily resize columns on any list.
", "Feature details": "![\"An](\"media/resize-columns-nopersonalization.png\" "\\"An")
The browser stores your column size preferences along with many other simple UI adjustments. If you use in-private or incognito browsing, or clear your browser history, you remove your preferences, including column sizing.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"7d356d40-fe28-ef11-840a-6045bda959e1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Use the Concealed text field type for sensitive data", "Investment area": "User experiences", "Business value": "Protect sensitive information from unauthorized viewing by introducing concealed fields that mask values on the screen, reducing the risk of shoulder surfing and enhancing data confidentiality.
", "Feature details": "This feature introduces a new MaskType field-level property that allows developers to hide values in text fields. When you apply the property, Business Central masks the field's value by default, and only shows the value when you choose the reveal button in the field, as illustrated in the screenshot. This is useful for scenarios where you must protect sensitive data, such as personal identifiers, financial details, or confidential notes, from casual observation. For example, hiding values is especially valuable in shared or open work environments.
Masking is consistent across pages, and you can configure it to support role-based visibility or audit logging. This enhancement strengthens Business Central’s data privacy posture and supports compliance with internal and external confidentiality standards. Note that this feature is meant to be a lightweight, UI-layer-only information protection because the unmasked data is transferred to the web browser anyway.
Additional information:
For developers, the MaskType property is defined as a new field-level property MaskType = Concealed. You can use the property on the following types of fields: Code, Text, Decimal, and Integer. The property is defined as an enum MaskType that takes the following values:
None: Shows the field value by default. Masking isn't applied.Concealed: Masks the field value in the user interface by default.You can't define the MaskType property together with the ExtendedDatatype property set to Masked.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Preview PDF attachments directly in web client", "Investment area": "User experiences", "Business value": "When you can easily work with attachments, report outputs, or incoming documents, you stay productive and focused on your work. This capability saves you time and effort.
", "Feature details": "With this feature, you can open PDF attachments directly in the Business Central web client without downloading them first. The feature shows files in preview mode with a specialized viewer experience. This experience is similar to the print preview feature. You can always download a PDF file from the viewer.
This feature works automatically across all areas of Business Central, including ISV code. However, extension developers need to add support for this feature. Two new AL methods capture this behavior. These methods follow the pattern of the File.Download method:
Various areas of Business Central use this feature. These areas include document attachments and incoming documents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2926518d-f995-ef11-8a6a-6045bddb73b3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Optimize screen estate usage on the web", "Investment area": "User experiences", "Business value": "Work optimally with the Business Central web client on modern devices that have large screens or large external monitors. This feature ensures that the application uses the screen efficiently, even when pages appear in different modes. You get the most productivity and efficiency in the web client.
", "Feature details": "This feature optimizes screen space in the Business Central web client. It includes:
![\"Illustration](\"media/resize-factbox.png\" "\\"Illustration")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "c92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Dynamics 365 Business Central", "Feature name": "Adjust width of Copilot, help, and page scripting panes", "Investment area": "User experiences", "Business value": "You want to work optimally with Business Central, especially when you need extra room for information in side panes like Copilot, help, and page scripting. You can now resize these panes, which assist with tasks and provide guidance, allowing you to easily and clearly view more details whenever necessary.
", "Feature details": "You can resize the Copilot pane, used for chat and agents, the help pane, and the page scripting pane in Business Central by dragging the divider between the main content area. Key capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Increase agent accuracy by grounding the agent in customer insights", "Investment area": "Agents and Copilot", "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. Microsoft 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.
", "Feature details": "Use the new Customer Insights MCP server to automatically discover insights provided by Customer Insights - Data and Customer Insights - Journeys.
The Customer Insights MCP server can be leveraged in chat and agent workflows to quickly obtain key insights such as:
Scenario
Sally is a seller who is evaluating a lead named Joe who recently attended a webinar for a new product launch event. Unbeknown to Sally, Joe has several contact records in the CRM and is a known contact with existing paid licenses for several products, elevating Joe from a simple lead to a VIP customer. But Sally's team recently used Copilot Studio and the Customer Insights MCP server to create an Insights agent that displays additional customer details from the unified profile and insights created by Customer Insights - Data. Because Customer Insights - Data unifies her company's Purchase and Rewards system with Dataverse customer data, Sally is able to see all the extended customer insights from their external systems data like rewards points and product keys Joe has purchased, but she can also see 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 her contacts more effectively than ever.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"c8302695-0581-ef11-ac20-6045bdef2451", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Real-time web tracking and personalization for known and unknown users", "Investment area": "Elevate customer experiences", "Business value": "As customers engage with your business, they constantly provide signals about their interests and preferences, such as adding a product to a cart, viewing your pricing quote, or signing up for a trial. You can easily track interactions with your known and unknown customers and personalize the experiences you deliver based on those interactions.
Choose between a no-code approach using Optimizely or a pro-code approach for experienced dev teams. Combine insights generated by Customer Insights - Data with real-time data on your customers' browsing behavior to drive compelling personalized journeys in Customer Insights - Journeys that complement your website’s personalized experiences.
", "Feature details": "This release marks the general availability of the real-time web tracking and personalization feature. This feature enables two key capabilities: website personalization for known and unknown users, as well as conversion of unknown users to known users.
Scenario
Susan wants to convert more browsing activity on her site into sales. She copies the tracking script from the web tracking and personalization feature in Customer Insight - Data and sends it to her web administrator who adds it into the company’s website header. Within seconds, Susan can see website traffic showing up in Customer Insights - Data as unknown user profiles. Detailed logging for each unknown user is recorded in Dataverse tables.
She considers having her web team write code to personalize the homepage based on the browsing behavior but decides to use her company’s Optimizely license to customize the site. Her web team has already added the Optimizely script to the site’s header, so she selects Set up Optimizely integration in Customer Insights and is taken to the Optimizely site where she customizes her website to show returning users a special deal on a product they previously viewed. This results in an uptick in customers making a purchase.
Later, Susan works with her team to add a few lines of code to the site so that when a customer makes a purchase and provides their email or phone number for shipping status, she is able to create a unified profile that brings in all the user's activity from when they were still anonymous. Instead of new \"known users\" starting with a fresh profile, Susan sees their activity and discovers other products and services each customer showed an interest in.
Susan creates some additional marketing segments that groups these known users based on prior browsing activity while anonymous. She launches new campaigns in Customer Insights - Journeys that offer more incentives to users based on what they indicated an interest in and is able to convert more passive browsing to sales.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"e713a277-0535-f011-8c4e-7c1e52027a5f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Easily select field values when working with segment conditions", "Investment area": "Elevate customer experiences", "Business value": "Creating segments in Customer Insights - Data is now faster, easier, and more accurate. Customer Insights - Data now allows you to select from a list of valid display names for field values, eliminating the need to enter obscure codes or keep track of what data values are expected for each field.
", "Feature details": "Dataverse Choice fields
Choice fields are a common data type in Dataverse that are similar to a picklist or enumeration. Dataverse choice fields can generally be identified by the 'code' suffix that Dataverse adds to the display name of the column, such as gendercode.
Instead of having to enter a numeric code for fields like Gender or Address1_ShippingMethod, Choice fields are now shown as a list of choice names and their code, such as:
Numeric and String fields
Numeric and String fields are analyzed and if there are fewer than 200 distinct values, the distinct values will be displayed in a dropdown combo box, allowing you to select from the existing distinct values or to enter a different value.
For performance, we will sample the first 10,000 rows from a data lake for distinct values.
![\"Choice](\"media/screenshot-2026-01-12-144959.png\" "\\"Choice")
![\"Choice](\"media/screenshot-2026-01-12-143934.png\" "\\"Choice")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Use Microsoft Fabric OneLake as a data source", "Investment area": "Elevate customer experiences", "Business value": "Dynamics 365 Customer Insights - Data generates insights from your customer data, no matter where you store it. You can now bring customer data directly from Microsoft Fabric OneLake. This enhancement reduces the complexity, effort, cost, and time required to move, integrate, and transform customer data in Fabric, allowing you to focus on generating the insights you need.
", "Feature details": "Easily explore and select customer data stored in OneLake for processing in Customer Insights - Data. The OneLake connector reads directly from your OneLake data, eliminating the need to copy or stage data.
Scenario
Contoso centralizes its customer data in Microsoft Fabric OneLake. Customer Insights - Data reads directly from OneLake. By creating shortcuts and mirrors to external sources such as Snowflake, Contoso can quickly and easily ingest all their customer data into Customer Insights - Data without having to build, run, and maintain complex data pipelines.
With Fabric and Customer Insights - Data, Contoso replaces slow, costly ETL pipelines with a real‑time, unified data foundation, streamlining operations, lowering overhead, and enabling faster, more responsive customer engagement.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"d739586b-f19e-ee11-be37-00224827e905", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Export segment audiences and insights to ad and marketing tech platforms", "Investment area": "Elevate customer experiences", "Business value": "The Customer Insights - Data export functionality gives your organization significant business value. With this functionality, you can easily send your customer data to external platforms like Google Ads, Facebook Ads, Snapchat, LinkedIn Ads, or use SFTP (Secure File Transfer Protocol) to share data with downstream activation platforms. When you use the rich customer insights created in Customer Insights - Data, you can drive targeted marketing and advertising campaigns, perform analytics on almost any platform, optimize ad spending, and improve customer engagement.
", "Feature details": "The following export connectors will be available in this release:
Scenarios:
Sarah has unified the customer data and created segments to target customers with a high lifetime value. Sarah wants to target this audience with ads on Google and Facebook, so she exports the audience to Google and Facebook where she configures her online campaign.
Mark is an admin managing the Customer Insights - Data environment. Mark's team wants to create Power BI reports based on changes in segment membership for key segments. To do this, they can now export segment data to their Azure Data Lake Storage account. Once the data is in Azure Data Lake, they can easily create Power BI reports and perform other business-critical operations. Exporting to their own Azure Data Lake also provides the flexibility to reshape the data to meet specific business needs and integrate it into other workflows powered by their Azure data estate.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Export your data to Azure Data Lake Storage", "Investment area": "Elevate customer experiences", "Business value": "When you export data to Azure Data Lake storage, you can easily share insights generated in Customer Insights with your organization. Your BI team, analytic workloads, and other stakeholders can use and get value from the generated insights.
", "Feature details": "In this release, you can use Azure Data Lake Storage (ADLS) exports with general availability.
Scenario Sarah unifies her customer data and creates a segment based on requirements from across the organization. Multiple teams at her company use these insights. Each team needs a consistent and reliable mechanism to get updates every day. Sarah configures Customer Insights - Data to automatically export all the insights her teams need each day. Every day, millions of customer data points get unified, activity data is processed, measures are calculated, and customer segments are created. The solution automatically sends the resulting insights to the Azure Data Lake storage that all her teams read from.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"7f9acd2d-ae36-f011-8c4e-7c1e526a61fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Filter rows from source data for better processing", "Investment area": "Elevate customer experiences", "Business value": "You can improve the quality of your unified customer profiles and insights by filtering out unwanted rows from your source data directly in Customer Insights - Data. When you remove old or incomplete rows that don't provide value, Customer Insights - Data creates higher quality insights more quickly. You don't need to filter out unwanted data in downstream processes.
", "Feature details": "A common challenge when working with customer source data is dealing with old and obsolete source data that you ingest with the data you want. But preprocessing your source data takes extra time and effort.
With Customer Insights - Data, you can apply row filters directly to any source table you ingest. This filter feature reduces the data scope to just what you need. You apply filters one time on the Tables page. The Tables page displays source tables on their own tab. This tab separates source tables from the output tables that Customer Insights creates. Select the row filter link next to any table to set the filters you want.
![\"Add](\"media/rowfilter1.png\" "\\"Add")
To optimize processing speed, Spark filters data during processing for unification, segments, measures, activities, and models. When you download data from the Tables page, you get the full dataset without filters.
This feature offers key benefits:
Limitation
The condition Is any of {list of values} works only for string data.
![\"Row](\"media/rowfilter2.png\" "\\"Row")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Instrument and test real-time events faster with a developer portal", "Investment area": "Real-time personalization", "Business value": "In today's fast-paced digital landscape, it’s critical to react to your customer’s signals in the moments that matter. However, delivering real-time experiences on websites or mobile experiences often requires collaboration with developers in your organization. These collaborations can result in a frustrating back and forth at multiple stages of the process, leading to long cycle times and a lack of confidence.
With the new developer portal, Customer Insights fosters smooth collaboration between administrators and development teams. It empowers you to seamlessly share the real-time tracking script with the developers and in turn, enables them to validate and test that events are configured as expected in an agile and privacy-compliant fashion, without needing to access all of your sensitive customer data. This also enables you to reduce the back and forth that it usually takes admins and developers as part of the initial configuration, enabling you to light up real-time scenarios more predictably and faster than before.
", "Feature details": "This release enables the following capabilities:
![\"Screenshot](\"media/web-portal.png\" "\\"Screenshot")
The Microsoft Dataverse connector now provides the best option for importing data from Dataverse into Customer Insights - Data. With this connector, you can import the largest Dataverse tables with high performance and reliability. You can now select tables more easily, so you can choose only the tables you want to import. This selection gives you precise control over the data that goes into Customer Insights - Data.
", "Feature details": "Updates to the Dataverse connector make it the best choice for importing tables from Dataverse to Customer Insights - Data.
The update automatically updates existing Dataverse connections without any downtime.
![\"Screenshot](\"media/dataverseconnectorupdate.png\" "\\"Screenshot")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Create moment-based experiences with real-time segments", "Investment area": "Real-time personalization", "Business value": "With Customer Insights, your marketing and customer experience teams can now create and use segments that update in real time to target or re-target customers in the moments that matter.
", "Feature details": "Updating segments in real time unlocks endless possibilities. For example, you can instantly welcome customers with targeted offers as soon as they become eligible for a higher loyalty tier, cross-sell aligned products and experiences when they join a membership program, or move them forward in their buyer journey right when they become part of a high intent-to-buy segment.
![\"Screenshot](\"media/rtm-segments4.jpg\" "\\"Screenshot")
This feature enables users to:
![\"Real-time](\"media/segments.jpg\" "\\"Real-time")
When your Customer Insights data usage grows, the number of segments and measures also grows. Large numbers of segments and measures cause longer system refresh times. This delay blocks time-sensitive insights.
Customer Insights automatically deactivates segments and measures based on usage. This deactivation step ensures that active segments and measures refresh faster. As an admin, you can exclude specific segments from automatic deactivation. The system automatically manages the rest of the segments and measures. This management step helps your organization scale with confidence.
", "Feature details": "When you manage many segments and measures, you might not always know which segments and measures you need. Campaigns often run one time only. After the campaign runs, you don't need the segments or measures.
The system automatically deactivates a segment or measure when no one uses it for a set time. The system checks for usage in exports, other segments, journeys, and other measures. When the system deactivates unused segments and measures, it frees up compute resources for active segments and measures. This change makes system refresh faster and reduces the time it takes to get insights.
You can reactivate deactivated segments and measures when you need them. As an admin, you can also exclude specific segments from the automated deactivation process.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/15/2024", "GA date":"01/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"7add494d-c274-ee11-9ae7-002248244c88", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1480bbd4-7256-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Data", "Feature name": "Target right audience based on signals from earlier campaigns", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "To refine your engagement strategy, you need to understand how customers respond to your communications efforts. When you create segments in Customer Insights - Data and use them in Customer Insights - Journeys campaigns, the interaction data captured by Customer Insights - Journeys can now be accessed and used in Customer Insights - Data segments to refine your segments based on how customers responded to your campaign. This capability enables customer experience teams to combine the power of unified profiles with insights from Customer Insights - Journeys.
Create a segment of unified customer profiles where the predictive AI models show a high lifetime value score. Filter this segment of customers to only include those that engaged with your recent campaigns by opening emails and clicking links. To increase your engagement ratio, retarget customers by creating segments of nonresponsive customers. Use the export capabilities of Customer Insights - Data to target these refined segments on alternate platforms like social media and other external marketing channels.
", "Feature details": "You can now access behavioral data captured by Customer Insights - Journeys, such as emails opened and links clicked, and use it in Customer Insights - Data. The behavioral data from Customer Insights - Journeys is now automatically available in Customer Insights - Data.
Key capabilities include:
Scenario
As a marketing manager at an online retail store, you send a monthly campaign that offers a 5 percent discount to customers. When you review the results, you see a high email open rate but a low click-through rate on the coupon. With Customer Insights - Data, you can see which contacts opened the email and interacted with your product. You create a new segment of customers who opened the email but didn't select the coupon, and you retarget them with a more compelling 10 percent offer. When you act on real engagement signals, you refine your audience, increase relevance, and boost sales.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"951fce45-c374-ee11-9ae7-002248244c88", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Boost engagement with Copilot-powered conversational text messages", "Investment area": "Agents and Copilot", "Business value": "Incorporating text messaging into your marketing strategy is highly effective thanks to high open and response rates. However, customer response options are often limited to one word. Limiting customers' interactions to single keywords restricts their ability to fully express their needs, preventing you from tailoring the experience to their preferences. With Dynamics 365 Contact Center integration, you can now leverage Copilot Studio agents to deliver rich, personalized SMS conversations with your customers, allowing them to precisely communicate their needs and therefore receive greater customer service.
", "Feature details": "With Copilot-powered conversational text, you can:
Scenario
A credit card company can alert a customer about an unusual transaction involving their credit card to confirm whether it was a legitimate transaction. Unlike simple “Yes, it was me” or “No, it was not me,” the agent can work with different conversational responses and advise them about next steps and collect needed information.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6479d91c-9881-ef11-ac21-6045bda9d934", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Understand and optimize journeys with customer flow analysis", "Investment area": "Moments that matter", "Business value": "Journeys are a powerful tool to create hyper-personalized experiences, ensuring that each customer has the right experience and driving your business outcome. However, evaluating the effectiveness of these distinct experiences requires time-consuming analyses of individual customer flows through each branch and tile in a journey.
Enhanced journey analytics help you identify large-scale patterns as well as individual flows, giving you the confidence that the journey is delivering the right customer experience, driving your business outcome, and identifying opportunities to optimize performance.
", "Feature details": "To meet the rising expectations of customers, brands constantly look for new ways to connect so they can stand out among the sea of messages. By integrating Customer Insights - Journeys with Contact Center, you can go beyond traditional marketing tactics by leveraging Copilot Studio agents to deliver meaningful, hyper-personalized experiences that boost customer satisfaction and engagement.
Rather than overwhelming your customers with marketing content and passively waiting for an interaction to trigger the next best step, you can now engage in real-time personalized voice conversations, offering alternative solutions based on ongoing dialog. For example, you can create a Copilot Studio agent that alerts a customer about a product recall, offering them solutions around replacements or a refund. The results of the conversation then drive the next action in the journey, whether that’s sending the replacement, issuing the refund, or sending an email because there was no response.
", "Feature details": "With the Copilot-powered voice conversations feature, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Respect quiet times, engage based on location and time zones", "Investment area": "Elevate customer experiences", "Business value": "As regulations regarding customer privacy become more stringent, it's crucial to contact customers at times that are most convenient to them and ensure compliance with local legal requirements.
Now in Customer Insights - Journeys, in addition to setting quiet times based on your journey's time zone, you can align quiet times with your customers' time zones and regions. This alignment ensures that customers only receive messages and calls during suitable hours. Aligning interactions with the local time allows you to adhere to local regulations and respect cultural norms and preferences. This approach fosters customer trust and enhances the effectiveness of your outreach strategies.
", "Feature details": "With the enhanced quiet time options, you can:
Scenario example: Consider the case of a global e-commerce company with customers who are spread across multiple countries. To respect their customers' time and adhere to regional regulations, the company sets quiet times based on their customers’ locations. They set up different quiet time rules for customers in the United States, Europe, and Asia, ensuring that they comply with each region's specific communication laws. When you activate the journey, the system triggers or queues all promotional interactions based on these preestablished rules and the customer's time zone. For example, a customer in New York receives promotional information during their daytime, increasing the chances of engagement.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/12/2025", "GA date":"07/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"9ce0c8e7-5c81-ef11-ac21-6045bdd330f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Allow individuals to reenter a one-time, dynamic segment journey", "Investment area": "Elevate customer experiences", "Business value": "Audience members who move between stages of the customer lifecycle might need to repeat a lifecycle-specific state of the journey. For example, if a customer repeats a buying journey for a different product, they might reenter the dynamic segment conditions as they reenter the purchase funnel. As such, allow them to reenter a journey for the dynamic segment when they come back into it.
", "Feature details": "When marketers design a one-time journey, they can now select a checkbox to let audience members go through the journey more than once if the audience member qualifies for the lifecycle state multiple times.
Before this feature, audience members who went through a one-time journey couldn't go through it again. Marketers want the option to let audience members repeat a journey if they qualify for its dynamic segment more than once. If a one-time journey specifies that a customer who completes a purchase receives an email receipt, the customer can go through that journey each time they make a new purchase. If, for example, the dynamic segment is based on a purchase completion, each time a customer qualifies for that segment, they can go through the journey again.
To enable this feature, go to Settings and turn on the feature switch for \"Ongoing journey reentry.\" The checkbox appears when you select the radio button for an ongoing journey with a one-time audience.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"03/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3a8d466d-0dad-ef11-b8e8-7c1e52150465", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Tailor follow-up strategies by reacting to multiple customer actions at once", "Investment area": "Elevate customer experiences", "Business value": "By allowing marketers to react to multiple customer actions at the same time, this feature enables faster, more intelligent decision-making within journeys. It reduces the time and effort needed to manage complex branching logic. Marketers can now bring together multiple interaction outcomes into a single decision point. This approach saves operational overhead while increasing precision in how each customer is engaged. It leads to better-targeted messaging, higher engagement rates, and stronger conversion outcomes. Additionally, simplifying journey configuration reduces setup time and ongoing maintenance. With this feature, teams can launch faster and scale efficiently across channels.
", "Feature details": "This feature enables journey designers to branch on multiple marketing interactions at the same time. After sending a marketing email, marketers can use the Wait for trigger tile and select Previous message gets an interaction. Then, they can set up multiple interaction triggers—such as Email Opened, Email Blocked, and Email Bounced—within a single branch to define distinct paths in the journey. This feature offers a unified and simplified way to orchestrate diverse customer experiences based on how individuals engage with marketing messages.
All users with access to real-time marketing journeys can use this feature. It requires no extra setup or changes to licensing.
Scenario example: Consider the case of a marketer at Contoso Coffee running an email campaign. If a customer opens the email and clicks a link, they automatically receive a follow-up email offering a personalized discount. However, if the customer only opens the email without clicking the link, they go down a different path in the journey that sends a reminder email showcasing additional product details. This approach ensures each customer receives communication that reflects their level of engagement, improving both relevance and conversion likelihood.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/09/2025", "GA date":"07/08/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c59ca4b0-6381-ef11-ac21-6045bdd330f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Improve engagement and compliance with double opt-in", "Investment area": "Elevate customer experiences", "Business value": "By implementing double opt-in, you create a more effective email marketing strategy. This process leads to better compliance with privacy laws, higher open and click-through rates, and a stronger brand experience for subscribers.
Privacy and data protection laws in many regions require double opt-in functionality to help verify customer information. Double opt-in requires users to confirm subscription preferences through a follow-up email after the initial subscription. By confirming subscription preferences a second time, you comply with legal requirements and improve engagement by ensuring that users who subscribe are intent on receiving future communications. When customers are certain they want to receive email communications, spam complaints and bounce rates are lower, and your sender reputation is stronger.
", "Feature details": "Administrators can enable double opt-in at a compliance profile level and easily enforce the double opt-in flow for all the forms using the compliance profile.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Update live segments without interrupting ongoing journeys", "Investment area": "Elevate customer experiences", "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.
", "Feature details": "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.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"12fdff2c-9e16-f111-8341-0022482aa069", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Set message expirations to keep communication relevant", "Investment area": "Elevate customer experiences", "Business value": "Customers may experience frustration when they receive outdated communications, such as expired coupons and irrelevant reminders. This creates confusion and diminishes their trust in your brand. You can now set expiration dates on your messages, ensuring that only current and relevant information reaches your audience. This keeps your customers engaged and satisfied with relevant communications in moments that matter.
", "Feature details": "Scenario: Contoso specializes in hosting virtual events and webinars for their customers. They have a customer journey designed to promote upcoming events, send reminders, and offer exclusive discounts to attendees.
By setting expiration dates on message tiles, Contoso keeps its communications up to date and relevant. Customers who join the journey get timely information, which enhances their experience and engagement.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"01fcb513-3736-f011-8c4e-000d3a990cc2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/30/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Prevent duplicate emails to shared email addresses", "Investment area": "Elevate customer experiences", "Business value": "Effective email management is crucial for maintaining strong customer relationships and ensuring your business' success. By enabling email deduplication, you can ensure that even if your data has multiple contacts with the same email address, your message will be sent only once to your customers, keeping their inboxes clutter-free and preserving your brand reputation.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Wait on segment membership to trigger next step in a journey", "Investment area": "Elevate customer experiences", "Business value": "Get more control over your customers' experience by waiting for them to become a member of a segment before continuing to the next steps in a journey. With this capability, you can personalize each customer's experience by choosing the correct path and actions relevant to individual customers based on whether they're in a segment. This capability adds to existing if/then capabilities that let you wait for a customer to open an email, click a link, or wait for another trigger to be activated before moving on to the next step in the journey.
For example, suppose you use your journey to send credit card activation emails and you want to wait for the customer to activate their card before sending a welcome email. If the customer doesn't activate their credit card within a few days, you want to send another reminder email. If you have a segment that includes all customers who activated credit cards, you can use that segment as the condition for the if/then branch to wait for each customer to activate their credit card and send them the right communications.
", "Feature details": "Create journeys that wait until a customer becomes part of a segment before continuing to the next steps in the journey.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Instrument and test real-time events faster with a developer portal", "Investment area": "Moments that matter", "Business value": "In today's fast-paced digital landscape, it’s critical to react to your customers' signals in the moments that matter. However, delivering real-time experiences on websites and mobile often requires collaboration with developers in your organization, which can result in frustrating back and forth at multiple stages of the process. This back and forth leads to long cycle times and a lack of confidence that everything will work correctly.
With the new developer portal, Customer Insights fosters smooth collaboration between administrators and development teams. The portal empowers you to seamlessly share the tracking script with developers and, in turn, enables them to validate and test the desired behavior in an agile and privacy-compliant fashion that protects sensitive customer data.
", "Feature details": "Increase your productivity by using journey templates to kickstart building your customer journeys. Save time by using a template from common customer journey scenarios. Make final updates with your chosen content and any slight adjustments to the flows, and publish.
", "Feature details": "When you create communication strategies that work for your brand and business objectives, save them as journey templates to streamline future work and minimize errors.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Understand customer inflows and exits at every journey step", "Investment area": "Elevate customer experiences", "Business value": "It's critical to understand exactly what happened to each customer who entered and exited your real-time journeys. With improved journey analytics, you gain confidence in the processing of every step in your journey through improved metrics and an increased ability to export data.
For example, if your journey uses exit or exclusion segments, you can see and understand why fewer customers started your journey than were in the entry segment. You can also see the list of customers who entered and exited each step in the journey and export lists of up to 50,000 people for further analysis.
", "Feature details": "Improved journey analytics provide clear and actionable data about what happened in every step of your journey. New exit analytics show why customers might not have started your journey due to exclusion segments or other unmet criteria. They also show where in the journey customers exited early due to exit segments or other exit conditions.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Automate scalable journey creation with the journey API", "Investment area": "Elevate customer experiences", "Business value": "Large-scale organizations often rely on automation to standardize processes and minimize manual, repetitive tasks for their users. When operating globally or with limited headcount, manually creating assets and journeys to address the different variations can be cumbersome, introduce inefficiencies, and ultimately impact business operations.
With the new journey API, you can now automate journey creation by using templates, existing segments, and messages. For example, a team managing global events can programmatically generate hundreds of localized journey variants, each tailored by language, time zone, and audience segment, without manually configuring each one.
This capability enables rapid and repeatable journey creation at scale. It allows teams to confidently deliver consistent customer experiences and reduce time-to-market with timely and relevant communications to customers.
", "Feature details": "The real-time journeys API gives you the flexibility to automate the journey creation process. Systematically generate a series of journeys and workflows by using existing segments and messages. For example:
Scenario: The Contoso event team is a small group of event planners who organize several major industry events globally in multiple languages. They need to ensure each event proceeds seamlessly, including all touchpoints of the related customer journeys. The real-time journeys API automatically creates these journeys when you set up a new event and replicates them across all languages in which you offer the event, so you don't need to intervene manually.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/12/2025", "GA date":"10/10/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"70b25e41-4d37-f011-8c4e-7c1e52472896", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Boost customer confidence with branded content links", "Investment area": "Elevate customer experiences", "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.
", "Feature details": "With branded content links, you can:
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—so every email and SMS 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.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"12/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"ada9a3a6-2952-ee11-be6f-000d3a55bcf1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Export copies of sent emails for record keeping", "Investment area": "Elevate customer experiences", "Business value": "Maintaining accurate records of all communications with customers is crucial for ensuring legal compliance, resolving disputes, managing customer relationships, ensuring quality assurance, enhancing operational efficiency, and facilitating data analysis.
With the new email export API, you can now automatically export exact copies of every email you send to your customers, ensuring you have a reliable and verifiable record. This capability not only saves time but also enhances your ability to manage customer interactions and resolve disputes efficiently.
For example, a university's administration office can store all communications sent to students regarding enrollment, grades, and other important notices. A legal firm can maintain a record of all client communications for future reference.
With the email export API, you can efficiently archive communications and safeguard your interests for the long term.
", "Feature details": "Scenario: A financial services company needs to keep a record of all client communications for regulatory compliance. By using this feature, they can automatically export copies of all sent emails to their secure archive system. This setup makes sure they have a complete and accurate record that they can easily access during audits or if any disputes arise.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/01/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"885efdea-3f36-f011-8c4e-6045bda9c2a9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Create static segments with up to 200,000 members", "Investment area": "Elevate customer experiences", "Business value": "Marketers often receive customer lists from various systems and need to act quickly. These lists typically lack the attributes required for dynamic segments or they aren't part of an existing Dataverse view.
This feature enables marketers to build static segment groups with up to 200,000 members in each static group using data from any source. Marketers can upload CSV files or use the API to create segments as part of a workflow.
", "Feature details": "Create static segments of up to 200,000 members by:
To define static segment membership using a CSV file, create a contact or lead-based segment, then go to + Add a new group > Upload CSV.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/17/2025", "GA date":"03/31/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"2b7e56b4-8971-f011-bec2-7c1e521b47dc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Strengthen form bot protection with reCAPTCHA", "Investment area": "Elevate customer experiences", "Business value": "Marketers rely on clean, trustworthy data to run effective journeys, but automated bot submissions can overwhelm forms, skew insights, and reduce conversion rates. Before this update, protecting forms required outdated HIP captcha or custom technical work, creating friction and leaving gaps in security.
With the new built‑in reCAPTCHA, you protect your forms from bots while keeping the experience fast and accessible for real customers. You can add strong bot protection in seconds. No coding, no developer support, and no risk of losing data quality. This update boosts confidence in your form submissions, reduces spam, and ensures that every interaction you collect reflects real customer intent.
", "Feature details": "With the new reCAPTCHA experience, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Automatically update emails with the latest content", "Investment area": "Elevate customer experiences", "Business value": "No business can afford to appear unprofessional or lower trust in their brand by sending emails with outdated or inaccurate information. Stakes are much higher with legal and disclaimer text routinely included in every email (usually via the footer). Updating such content in every email can be very time-consuming and error-prone.
Dynamic content blocks eliminate such manual work and the risk of sending emails with outdated content. When a dynamic content block is updated, all emails using that block are automatically refreshed to ensure recipients always receive the most current content.
", "Feature details": "By automatically updating emails with latest content, you can:
Dynamic content blocks can be enabled by going to the Settings > Feature switches area and turning on the feature switch Dynamic content block.
Imagine a financial service company that includes a standard footer in each email that has legal disclaimer text along with a blurb about their company that includes assets under management and recent accolades and awards. Given the sensitivity of legal text, and the fact that key information about their company (assets under management) change every few months, they find it hard and inefficient to manually update all emails in use across multiple campaigns. Customer trust is eroded if the same customer receives two emails with different information about their company, or worse, an old legal disclaimer text.
Such issues can now be avoided with dynamic content blocks. The marketing team can now put such regularly updated content in a dynamic content block included in the footer (you can do this as part of the email template itself). Now when this content block is updated, every email that includes the content block is automatically updated, ensuring customers receive the most recent content.
Dynamic content blocks can include personalized content to make emails more engaging. For example, the content block can include conditional content and dynamic text to include only the most relevant awards for the customer’s industry or financial level.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/10/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"e4320eb4-a2d7-f011-8544-7c1e527f8bbe", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/13/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Deliver common experience to multiple audiences with single journey", "Investment area": "Elevate customer experiences", "Business value": "Reuse existing segments to deliver a common experience in a single journey. You don't need to create a new segment for the combined audience.
If you already have segments for different purposes, you can easily create different audiences by using one or more of them in a journey. There's no need to create another segment from scratch, combine existing segments into a composite segment, or make multiple copies of the same journeys. Specifying multiple segments is straightforward and efficient and enables you to create different audiences quickly. You don't need to use the segment creation role or wait on other team members to create a segment for you. This functionality reduces the number of segments that need maintenance or cleanup later and doesn't add to the overall segment limit.
", "Feature details": "By using multiple segments in a single journey, you can:
Scenario: Nina, a marketing manager, has two separate segments: one for men and one for women. She can now reach all of them simply by using both segments in a journey. She doesn't need to create a third segment for the combined audience.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/21/2024", "GA date":"02/11/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"99036858-219b-ef11-8a69-6045bded42de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Pause and resume journeys to handle unplanned events", "Investment area": "Elevate customer experiences", "Business value": "Safeguarding your brand's reputation and customer trust is critical. In the face of unplanned or unforeseen events, such as natural disasters, you might need to pause certain campaigns that could be inappropriate or insensitive. Additionally, you might encounter business or operational reasons for stopping a campaign, such as needing to update some content or experiencing an unexpected call center outage. In these scenarios, it's best to halt customer outreach until you resolve the problem.
Instead of stopping a campaign and adjusting the audience to exclude previously reached customers, you can now pause and resume journeys, making it easy and stress-free to manage unplanned situations.
", "Feature details": "Protect your brand's reputation and maintain customer trust by pausing outreach during unexpected events like natural disasters or periods of national mourning.
Scenario example: A national bank is conducting a campaign across the country to contact borrowers who are behind on their mortgage payments and are at risk of foreclosure. When a natural disaster strikes and a state of emergency is declared, continuing this outreach would be seen as insensitive. Previously, the bank had to stop the journey and launch a new journey with an updated audience (to avoid contacting the same customers again) after the situation improved - a process that was both labor-intensive and prone to errors. With the new journey pause capability, the bank can effortlessly pause the outreach and resume it once conditions allow.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/17/2025", "GA date":"07/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"355bbb96-6181-ef11-ac21-6045bdd330f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Streamline form filling and event registration with form prefill", "Investment area": "Moments that matter", "Business value": "The repetitive task of filling out forms can discourage people from registering for events. Nobody likes to repeat information that they already provided. Imagine loyal customers who attend multiple conferences each year having to input their contact information and preferences every time.
Form prefill in Dynamics 365 Customer Insights eliminates the need to repeatedly request basic details from your customers, reducing redundancy and saving time. This feature not only speeds up the registration process but also allows you to collect customer data more strategically over time.
", "Feature details": "Your customers can now register for upcoming events with minimal effort by simply confirming or updating their prepopulated data. This ease of use enhances the overall customer experience and boosts your conversion rates.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "View Customer Insights - Data profile interactions on the timeline", "Investment area": "Elevate customer experiences", "Business value": "The timeline lets you see detailed information for a contact or lead by tracking marketing, sales, and service interactions over time in a single stream. If you orchestrate journeys that target Customer Insights - Data customer profiles, you can now see marketing interactions like emails sent, forms submitted, and website visits on the connected contact timeline.
With this update, teams across the organization get a complete overview of marketing interactions relevant to their work. Sales representatives can review marketing touchpoints, including e-book downloads and email clicks, to refine their outreach strategies, and service agents can reference recent interactions to manage escalations and support inquiries.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Control how fast customers can enter a journey", "Investment area": "Elevate customer experiences", "Business value": "There are times when you want to reach a large audience but sending a message to the entire audience at the same time would cause problems for your business.
With journey rate limiting, you can space out message sending over time by setting how quickly you want customers to enter your journey. This feature helps prevent overwhelming downstream operations with a large influx of requests from customers who receive messages from your journey.
For example, suppose you have a journey that sends messages to your entire customer base with a call to action to contact your call center. You might want to avoid creating a poor customer experience due to long wait times from an overwhelmed help desk if you send messages to everyone simultaneously. Instead, you can slow down how fast customers enter the journey, avoiding thousands of phone calls at the same time.
", "Feature details": "Control how fast customers enter your journey with journey rate limiting. By setting a rate limit, you can spread out the number of customers who begin your journey over time.
This feature is in preview.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/03/2024", "GA date":"02/11/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"1c700a37-0313-ef11-9f8a-000d3a9c4aad", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Refine email content in running journeys", "Investment area": "Elevate customer experiences", "Business value": "To maximize customer engagement, customer experience teams need to regularly refine email content to keep communication current, relevant, and impactful. Now, you can easily edit the content, layout, links, buttons, or dynamic content in your email messages while a journey is running, without creating a new version or interrupting the customer experience.
Changing email messages in live journeys gives you more freedom and power over your email marketing campaigns. It helps you respond to changing business or customer needs.
", "Feature details": "Use the email editor to update any email used in a live journey, so you can meet your changing business needs.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Orchestrate journeys using any marketing interaction", "Investment area": "Elevate customer experiences", "Business value": "Transform the way you communicate with your customers. By leveraging marketing interaction triggers to orchestrate or branch customer journeys, you can now engage your customers based on the interactions they have with your marketing messages.
Instantly adapt your strategies based on your customers' real-time interactions, ensuring that every message you send resonates. By engaging customers based on their interactions, you can significantly increase your chances of conversion with greater personalization. For example, you can branch and orchestrate journeys based on customer interactions with emails such as \"email link clicked\" or \"email blocked.\"
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Get insights on email engagement with heatmap analytics", "Investment area": "Elevate customer experiences", "Business value": "Understanding the effectiveness of email campaigns can be complex, particularly when information and links are abundant. Gaining clarity on which areas or links captivate your audience and drive them to act is crucial for refining the user experience and boosting email performance.
Real-time journeys email insights now offer a clear view of your audience's preferences by illustrating their interactions within your emails. This immediate visual feedback highlights the content that resonates the most, empowering you to adjust your messaging for heightened impact and better conversion rates.
The heatmap also supports email variations. Using these insights, you can understand which email variation engages your audience and use it to personalize and optimize your upcoming campaigns or focus your efforts on the variations that yield the best results, ultimately driving better results for your business.
", "Feature details": "Get a deep understanding of customer interactions with actionable insights that help you refine your email strategy. By tweaking content placement, layout, and design, you can boost user engagement.
![\"Email](\"media/email-detail-summary-v026.png\" "\\"Email")
You can also select the email variation you want to visualize.
![\"Clickmap](\"media/screenshot-2025-01-27-113814.png\" "\\"Clickmap")
Scenario: Contoso recently launched a new email campaign to promote their latest smartwatch. They crafted three variations of the email, each tailored to different customer segments: VIPs, fitness enthusiasts, and casual athletes. By using the heatmap feature, they analyzed the performance of each variation. The heatmap revealed that the \"Get Discount\" button in the email sent to fitness enthusiasts had the highest click-through rate. Additionally, images showcasing the new watch performed better than lifestyle images. With these insights, Contoso optimized their email content and design, focusing on the elements that drove the most engagement, and offered an extra discount to the low-performing segments. This data-driven approach enabled them to create more effective campaigns and achieve better results.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/01/2024", "GA date":"06/02/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"4441d7bc-b016-ef11-9f89-7c1e52196570", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/04/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Split an audience into groups to deliver unique customer experiences", "Investment area": "Elevate customer experiences", "Business value": "When you want customers to have different experiences in one journey, you must divide them into groups. While you can divide audiences using attribute branches or segments, sometimes the number of customers in each branch is more important than what those customers have in common. For example, you may want to send a survey out to a random subset of your customers for feedback, which would be time-consuming to configure today.
The new journey split tile allows you to split your audience into branches to provide a subset of your audience with unique experiences such as a survey, a new type of experience to test, or a first-come promotional offer. You can split your audience by percentages (in cases where you need randomness) or by numbers (in cases where you want to deliver specific experiences to a set number of people).
", "Feature details": "The journey split tile creates branches in your journey to split the participant population and provides the groups with different experiences. You can split by percentage or by number, each of which supports up to 25 branches.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Personalize messages and make journey decisions based on web interactions", "Investment area": "Elevate customer experiences", "Business value": "With Customer Insights - Journeys, you can track and leverage your customers’ online behavior to deliver personalized experiences across your digital channels. For example, you can boost conversions and customer loyalty by sending tailored offers after customers visit your website and show interest in a product or service. By tracking extra data about customers' online journeys, you get valuable insights into your customers' preferences and needs and can easily measure your campaign’s effectiveness.
", "Feature details": "Trigger and personalize customer experiences and track engagement history based on customers' web activity and clicks.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Drive confident engagement with enhanced consent‑based segmentation", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "As a marketer, you want to grow relationships on a foundation of trust, sending messages only to customers who expect to hear from you. Enhanced consent‑based segmentation turns your consent policies into clear, ready‑to‑use audiences. You can instantly see who qualifies for each purpose and channel, and build segments that stay aligned with your compliance profiles by design. You move faster from consent data to active audiences, so every journey is both relevant and respectful of customer choices.
", "Feature details": "With enhanced consent segments, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/30/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Transform customer journeys into action with record creation", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Businesses need to automate processes across marketing, sales, and service, but they’re stuck with fragmented tools and manual steps. This slows execution, introduces errors, and makes it hard to scale personalized experiences.
You can now create any record or activity directly from a journey with full control over fields and dynamic values. Instead of rigid workflows or manual data entry, you can automate actions for any scenario, including handing off high-value leads and opportunities or creating tasks for prompt follow-up, without leaving the journey builder. This means faster processes, fewer errors, and more flexibility to adapt customer journeys to your unique business needs without custom development.
", "Feature details": "This feature gives you a single, flexible way to create downstream records and activities directly inside the journey builder.
This feature currently works when orchestrating journeys on contacts and leads. It doesn't support Dynamics 365 Customer Insights - Data profiles.
Users can only create records that have a relationship to lead or contact and that they have access to. Records related to event planning aren't supported.
Scenario
A contact clicks a \"Request Support\" link in an email. The journey automatically creates a case in Dynamics 365 Customer Service, prepopulated with the contact's details, so the service team can act immediately without waiting for a manual escalation.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/10/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"1950d49c-0a13-ef11-9f8a-000d3a9c4aad", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Create an event portal on your website using the events API", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Events play a pivotal role in your business strategy by helping you acquire and engage customers. Your clients need a centralized location where they can discover and learn about the events you organize.
The events API is a programmatic method for accessing data on events, sessions, session tracks, passes, speakers, and sponsorships, enabling you to quickly create a comprehensive hub where customers can access important event details and register.
", "Feature details": "Create a comprehensive event portal where prospective attendees can access a list of events, an event details page, and a registration page.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/10/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Create event portals with event and registration details using Power Pages", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Events play a pivotal role in your business strategy by helping you acquire and engage customers. Your clients need a centralized location where they can discover and learn about the events you're organizing.
The new event portal enables you to quickly create a comprehensive hub where customers can access event details, session specifics, and speaker schedules. Customers can conveniently register using the event registration form. You can deploy the portal through Power Pages and customize it to match your brand identity with Power Pages Studio.
", "Feature details": "Create a comprehensive event portal where prospective attendees can access a list of events, an event details page, and a registration page. Use Customer Insights and a Power Pages template to speed up the creation process. You can easily edit the portal using Power Pages Studio.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/10/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Simplify forms by filtering choices based on previous answers", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Guiding your customers through a smooth form submission experience is crucial to avoid frustration and abandonment before completion. New form field filtering dynamically adjusts options for one field based on the selection you make in another field, so users see only relevant choices. This feature makes forms simpler to understand and quicker to complete.
For example, when filling out a form requesting a quote, it's crucial to get the right region, country, and city to ensure the lead is routed to the correct seller. Previously, customers had to scroll through a long list of cities, many of which were irrelevant. Now, they only see a list of cities automatically filtered based on the selected country. The result is a faster, more intuitive process that leads to reduced errors and higher quality submissions.
", "Feature details": "Field filtering dynamically filters values of subsequent lookup field values based on the value you select in another field. This feature allows you to set up a relationship between two fields in the Customer Insights - Journeys form editor. After you set up the relationship, a selection in one field filters the other field.
Scenario: Imagine you're managing a form to collect interest about upcoming training classes. Previously, respondents had to sift through a long selection of areas of interest, leading to frustration and incomplete submissions. With field filtering, once a respondent selects their level of study, the list of areas of interest automatically filters to show only the relevant options.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/12/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"46ffd26b-1225-f011-8c4e-7c1e527f320c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/02/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Maximize event ROI with paid registration, seamless payment integration", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Hosting impactful events demands significant time, resources, and budget, but often requires the use of disparate and fragmented tools to sell event tickets. This challenge makes it difficult to track payments, reduce registration drop-off, and ultimately provide a delightful attendee experience.
With the new paid event registration capability in real-time journeys, you can now offer a seamless and secure ticketing experience. This feature empowers you to offer flexible pricing tiers and increase registration conversion with a frictionless checkout. By embedding ticketing and payments directly into your event flow, not only do you improve attendee satisfaction but you also unlock new revenue streams and reduce operational overhead.
", "Feature details": "When you enable paid events directly in your event setup process, you can capture more value from your engagements. With paid event registration, you can:
Scenario
A regional tech conference previously relied on manual invoice-based registration, causing friction and drop-off. With paid ticketing enabled in their event platform, they set up early bird and VIP tiers, integrated Stripe as their payment provider, and offered QR code passes. As a result, they saw a 30 percent boost in paid registrations and significantly reduced no-shows due to clearer attendee commitment.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/17/2025", "GA date":"02/20/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"61de1798-5c36-f011-8c4e-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Host large-scale online events with Teams Town Hall", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Integrate Microsoft Teams Town Hall into Customer Insights - Journeys to schedule and manage events for up to 10,000 attendees as part of your broader campaign strategy. You can now automatically trigger personalized invitations based on customer data and behavior, increasing the likelihood of attendance and engagement. Track participation and engagement metrics within Customer Insights, making it easier to segment audiences and tailor follow-up actions after the event.
With this integration, you get a more cohesive, data-driven approach to event marketing. It reduces manual effort, minimizes tool switching, and aligns your events with your strategic customer journey goals. Plus, with the ability to publish video-on-demand content, the value of your event extends beyond the live session to include those who couldn't attend in real time.
", "Feature details": "Create and manage Teams Town Hall events directly from Customer Insights - Journeys.
Availability: This feature isn't enabled by default. To use it, your admin must first connect your Microsoft Teams environment in the Event Management settings of Customer Insights - Journeys.
Scenario: A software company uses Customer Insights - Journeys to onboard new enterprise customers. When a customer reaches key engagement milestones, the company automatically invites them to an exclusive quarterly Town Hall with product leaders. Because Customer Insights - Journeys sends the invite, the customer gets a branded, professional event experience. The company can track who attends and follow up with a tailored call to action.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/17/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4f57b3a8-5e36-f011-8c4e-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/10/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Create an event portal on your own website using the events web application", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "The event portal web application provides a lightweight, multilingual, and mobile-responsive interface for showcasing live events from the Dynamics 365 events API, enabling users to search by name or description, view detailed event information, and register directly using embedded Customer Insights - Journeys forms. It's built with plain JavaScript, HTML, and CSS, and supports fast deployment and easy customization. Internationalization, right-to-left language support, and responsive design ensure global accessibility and seamless user experience across devices. This feature enhances customer engagement, reduces operational overhead, and integrates smoothly with existing Customer Insights - Journeys workflows to drive event visibility and registration.
", "Feature details": "Create a comprehensive event portal where prospective attendees can access a list of events, an event details page, and a registration page.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/15/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Streamline event planning with set registration periods", "Investment area": "Turbocharge your pipeline to drive growth", "Business value": "Whether you're managing a product launch, a training session, or a customer summit, knowing your attendee count in advance brings structure and predictability to event planning. It helps you finalize logistics, allocate resources efficiently, avoid last-minute surprises, and reduce unnecessary costs from overbooking or under-preparing. By enforcing registration deadlines, teams can plan smarter and deliver more polished events with better decision-making and operational efficiency across event workflows. With minimized uncertainty and improved coordination, this functionality enhances the overall experience for both organizers and participants.
", "Feature details": "Define a registration start and end date for events. This feature gives you more control over attendee signups and enables smart, proactive planning.
Scenario: A marketing team plans a hybrid partner summit. In previous years, last-minute registrations created chaos—overbooked meeting rooms, insufficient catering, and scrambling for extra materials. This year, they set the registration to close two weeks before the event. That cutoff gives them a stable attendee count, allowing them to finalize meals, print name badges, and schedule breakout sessions with confidence. The result is a smoother, more professional event experience.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/14/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"fc13d7c9-5d36-f011-8c4e-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/24/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Maximize event capacity with waitlist registrations", "Investment area": "Unify sales and marketing", "Business value": "Ensuring marketing events are filled to capacity is crucial for success and return on investment. To encourage a high turnout for marketing events, enable waitlist registrations. This feature ensures spots are filled when registered attendees cancel.
By setting the capacity for events and sessions, prospective attendees are placed on a waitlist when events and sessions are full. Should a slot open, the system either automatically registers the individual next on the waitlist or lets you manually select the replacement from the pool of waitlist registrations. You can save time and easily manage waitlist-related communication with a new set of out-of-the-box triggers, allowing you to send personalized messaging to waitlisted attendees.
", "Feature details": "Event capacity and waitlist registrations include the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Boost participation, simplify planning with session-based registrations", "Investment area": "Unify sales and marketing", "Business value": "Event attendees can register for specific sessions in a multiple-session event to ensure their event experience is relevant to their interests. With the resulting session registration data, you can identify which sessions have the highest demand and tailor post-event follow-ups based on session participation.
", "Feature details": "Here are some of the options you can enable for the session-level registration feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Collect extra customer info without updating your data model", "Investment area": "Unify sales and marketing", "Business value": "You can easily gather extra information about your customers by creating any kind of question directly in the marketing form editor without needing to create new custom attributes for your lead or contact entity. For example, you can create fields to ask, “How did you hear about our products?” or create contest questions to increase your customer satisfaction and retention.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/18/2025" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Collect extra event attendee information without updating your data model", "Investment area": "Unify sales and marketing", "Business value": "You can easily gather extra information about your event attendees by creating any question directly in the form editor without creating new custom attributes for your contact entity. For example, you can create fields to ask, \"What is your meal preference?\" or \"How did you learn about this event?\" You can also create contest questions to increase customer engagement and gather valuable insights that help you personalize the attendee experience.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "940fa520-7756-ee11-be6f-000d3a574715", "Product name": "Dynamics 365 Customer Insights - Journeys", "Feature name": "Generate leads that link to an existing contact", "Investment area": "Unify sales and marketing", "Business value": "Your business has unique ways of organizing customer data and classifying potential leads. Now, with real-time journey forms, you can manage your contacts and leads more effectively according to your company's established processes. For example, you can recognize existing customers who fill out a lead form, so they're not mistaken for new leads.
With this new set of capabilities to connect lead and contact data, you can choose how to update existing contact or lead details and define advanced matching rules to prevent duplicate records. Additionally, you can set defaults so everything is already configured each time you create a new form. With these capabilities, you can fine-tune how form data is handled to provide better quality leads and match your company's established processes.
", "Feature details": "Use parent contacts for leads in real-time journeys forms. The detailed settings for form audiences let you decide whether to update existing contact or lead information with the data submitted through the forms, helping you keep your customer data accurate and up to date.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/25/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enable online mode to access Dataverse for Canvas apps", "Investment area": "Building modern apps", "Business value": "Access the latest Dataverse data instantly in your offline-first canvas apps. No more waiting for syncs. Switch to online mode when connected and get real-time updates, so you can work faster and accomplish more every hour.
", "Feature details": "You can now switch your canvas app between offline and online modes.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Supervise autonomous agents with agent feed", "Investment area": "Building modern apps", "Business value": "Agent feed empowers businesses to confidently adopt autonomous agents by providing real-time visibility and control over agent activity inside model-driven apps in Power Apps. Users can oversee agent decisions, intervene when necessary, and ensure alignment with business rules and compliance standards. Whether managing financial transactions, handling sensitive data, or navigating legal workflows, agent feed acts as a safeguard that minimizes risk while maximizing operational efficiency. By shifting users from manual task execution to strategic oversight, organizations can scale automation without sacrificing accountability. Supervisors can monitor agent actions, validate outputs, and maintain audit trails, which are especially valuable in high-impact scenarios like customer communications, regulatory compliance, and decision-making processes. This not only strengthens trust in AI-driven workflows but also accelerates digital transformation by enabling teams to focus on higher-value work.
", "Feature details": "Agent feed is a task panel embedded in model-driven apps in Power Apps that keeps humans informed and in control of autonomous agent activity. The feed is organized into two sections: Needs attention for tasks requiring human action, and Completed for resolved work, plus an Insights panel showing collaboration trends over time. Users can filter the feed by status, by the record they are currently viewing, or view all tasks in a single combined list.
Tasks in the feed are created by autonomous agents built in Microsoft Copilot Studio using the Power Apps MCP server. Agents can request human assistance when blocked, waiting asynchronously until a user completes the task, or log completed work for passive oversight with no action required. Completed tasks display who resolved them, supporting accountability and auditability across teams.
This design keeps humans in the loop at critical decision points while allowing agents to operate independently the rest of the time. Whether you're automating customer service, managing case workflows, or orchestrating approvals, agent feed ensures agents and humans work together without friction.
Agent feed is available in model-driven apps.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/31/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"776b24a0-3698-f011-b4cc-000d3a53db70", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use generative pages globally", "Investment area": "Building modern apps", "Business value": "As organizations build applications for users across a wide range of geographies, it’s essential that generated experiences feel natural to each audience. Up until now, generative pages have only been available in US environments, which limited global teams from taking advantage of AI‑assisted page creation. This update removes that barrier by enabling generative pages to be created and used worldwide.
This milestone also provides mechanisms to support makers in producing content that matches their local expectations, enabling pages to respect region‑specific language and formatting behaviors for their user base.
", "Feature details": "Generative pages can now be created and used in any supported global region, expanding availability beyond the current US‑only footprint. Makers working in different parts of the world can now instruct generative tools to produce pages that reflect the languages and formatting styles their users expect. To support this, makers might need to specify which languages the page should support and how to fetch user preferences for language, number, and date formatting. This allows generated pages to display using the user's preferred language and formatting, including supporting different reading directions for particular languages.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6fc2e1a1-15fe-f011-8407-6045bdefee6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Build generative pages using external codegen tools", "Investment area": "Building modern apps", "Business value": "Building and iterating on generative pages becomes dramatically easier and more flexible when makers can use the coding environments and AI coding assistants they rely on daily. Today, generative pages are created inside the Power Apps Studio experience, with tedious copying and pasting of code required to utilize other coding tools and assistants.
This feature unlocks a fully code‑first workflow, enabling makers to work entirely from within their preferred codegen tool, such as GitHub Copilot or Claude Code. Developers can connect directly to their Microsoft Dataverse environment to create new generative pages and edit existing generative pages. When ready, they can push updates directly back into the app environment to test them using data in their Dataverse tables.
", "Feature details": "With this update, makers can now work entirely from within their preferred AI coding tools, such as GitHub Copilot or Claude Code, to create, refine, and deploy generative pages for model‑driven apps. Instead of switching between Power Apps Studio and a code editor, developers can connect directly to their Dataverse environment from inside the codegen tool, allowing new pages to retrieve Dataverse table structures and existing generative pages to be retrieved with their structure, data bindings, and contextual metadata. This connection ensures that any generated or edited page stays aligned with the app’s schema and business logic, reducing mismatches and speeding up iteration.
Once a developer makes changes, whether generating a new page from scratch or evolving an existing one, they can push updates directly back into the environment where their data lives. Changes pushed from an external codegen tool integrate fully with the existing generative‑page experience inside Power Apps, meaning that after loading the page in the generative page designer, makers can immediately use all the capabilities they expect in the generative page designer, such as restore, undo, code compare, and code editing. It'll behave exactly like a native generative page, except for a notation of what tool created the iteration.
In addition, new generative pages brought in from codegen tools are now automatically named using AI‑generated, context‑aware titles rather than generic placeholders. This reduces the amount of manual cleanup makers have to do after creating generative pages. Together, these enhancements create a smooth, code‑first workflow for generative pages, giving developers the freedom to use the tools they prefer while still providing the same intuitive, generative design experience inside Power Apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/25/2026", "GA date":"04/02/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ac3c83a1-12fe-f011-8407-6045bdefee6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Create offline profiles for Canvas apps", "Investment area": "Building modern apps", "Business value": "Create offline profiles for canvas mobile apps directly in Maker Studio. No need for admin access or switching to the Power Platform admin center. All app types automatically receive the latest updates that sync controls and enhance user experience. This feature eliminates dependency on admin resources and reduces operational overhead. By enabling makers to configure offline profiles themselves, businesses save time and accelerate app deployment.
", "Feature details": "Where to access this feature:
Who can use it: Available to makers building canvas apps. No admin permissions required.
How it works:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Understand canvas apps functionality through code view", "Investment area": "Building modern apps", "Business value": "Currently, you can't view the code for a canvas app in Power Apps Studio. With this feature, you can use code view to see your app's underlying code, so you better understand the app's functionality. You can also copy the code to share it and paste the code to create new controls.
", "Feature details": "This feature enables you to view the source code for your canvas app in an easy-to-understand YAML format.
With code view, you can:
To view the code for a control, turn on the Power Fx formula bar in the app settings.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/02/2024", "GA date":"03/17/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"98b29295-d57d-ee11-8179-002248244c88", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Download wrapped apps directly from Dataverse", "Investment area": "Building modern apps", "Business value": "Deliver your custom-branded apps faster by downloading them directly from Dataverse. No more Azure Blob Storage setup means less overhead and smoother distribution, especially for teams working in virtual networks.
", "Feature details": "You can now download your custom-branded app binaries (APK, IPA, or AAB files) directly from Dataverse, removing the need for Azure Blob Storage.
How this feature works:
This feature is available by default. Just follow the steps in the Wrap wizard to use Dataverse as your storage option.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a9a289dc-3e53-f011-877b-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enable push notifications in custom branded apps", "Investment area": "Building modern apps", "Business value": "Empower your frontline staff to stay up to date with timely push notifications on your custom apps, ensuring critical information is always delivered.
", "Feature details": "Push notifications are expanding beyond the Power Apps Mobile player to support custom‑branded, white‑label apps (wrapped apps). This feature gives makers a self‑service, simplified way to configure push notifications in wrapped apps. Here is how the feature can be used:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Update existing model-driven apps monthly", "Investment area": "Building modern apps", "Business value": "Existing model-driven apps use the monthly release channel to update the apps. With monthly channel releases, apps get the latest generally available features as quickly as possible.
", "Feature details": "In 2024 release wave 1, model-driven apps in Power Apps environments change the app release channel field from Auto to Monthly channel. To use a slower release cadence, makers and admins select Semi-annual channel.
In 2024 release wave 2, model-driven apps and environments get updated with the next phase of changes. The app and environment release channel fields change from Auto to Monthly channel. To use a slower release cadence, makers and admins select Semi-annual channel.
When users select Semi-annual channel, they see the channel value in the Settings > About window.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9b0ab4a3-ce2d-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Configure offline profiles using FetchXML editor", "Investment area": "Building modern apps", "Business value": "FetchXML editor gives makers advanced control and flexibility to build optimized, maintainable offline profiles that go beyond the limitations of the Expression Builder. They enable more precise queries, better performance, and improved collaboration.
", "Feature details": "You can now open the FetchXML editor directly within Power Apps Studio, making it easier to customize data filters for offline profiles without switching tools. To access the FetchXML editor:
This feature improves the maker workflow by allowing direct control of query logic used for offline profiles—helping you fine‑tune filters without leaving the app-building experience.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/17/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6e7b0b04-43fb-f011-8406-7c1e527dbded", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/06/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enforce the modern, refreshed look in model-driven apps", "Investment area": "Building modern apps", "Business value": "Making the modern look universal gives you a consistent, accessible, and modern experience. Organizations benefit from simplified governance, reduced support overhead, and reliable rollout of UX improvements across environments, freeing admins and makers to focus on solutions rather than maintaining UI exceptions.
", "Feature details": "What’s changing: The modern, refreshed look becomes the required experience for all model-driven apps. This update removes the app setting New look for model-driven apps, so users can't revert back to classic look. All users see the modern look with no option to switch.
Admin guidance: Review internal documentation, training, and screenshots to align with the modern look. If you maintain scripts or troubleshooting guides that reference the old toggle or admin settings, update those references.
User impact: Users experience the modern look consistently across apps. No action is required from end users.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"d36415cd-03c0-f011-bbd3-000d3a12c069", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Work together in real time to create canvas apps", "Investment area": "Building modern apps", "Business value": "Previously, multiple makers couldn't edit an app at the same time. With coauthoring, makers can create and edit a canvas app in real time. This experience speeds up the app development process and saves time by letting multiple makers collaborate and build apps quickly. When you need multiple makers, this capability improves debugging, code reviews, and training.
", "Feature details": "Multiple makers can now edit a canvas app at the same time. Previously, Power Apps Studio allowed multiple makers to access a canvas app together, but only one maker could edit the app.
With the new coauthoring feature, multiple makers can collaborate and edit a canvas app at the same time, just like in Microsoft PowerPoint and Word. This feature helps fusion teams speed up app development and enhances collaboration in Power Apps Studio. Makers see their colleagues' changes and presence in real time.
Turn on Coauthoring in the app settings to use coauthoring.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enhance row summaries in model-driven apps", "Investment area": "Building modern apps", "Business value": "Row summaries now give you fast, AI-driven context for every record, right in your forms and grids. Set security roles to decide who can view each summary, so you control access and keep data secure. With expanded support for US Government clouds, more organizations can benefit from quick insights. See Microsoft-shipped summaries in grid views for the first time, making it easier to scan and act on important information. These improvements help you work efficiently and securely across all environments.
", "Feature details": "This item delivers several major enhancements to the row summaries experience.
Makers can assign security roles to individual summaries, giving them fine‑grained control over who can view specific insights. This improvement aims to ease past challenges surfaced through support cases where incorrect or missing privileges prevented summaries from appearing as expected, reinforcing the importance of precise access control.
Row summary support is extended to include US Government clouds, making the feature available to regulated customers working within stricter compliance and data boundary requirements. With this expansion, users in government environments can access the same at‑a‑glance understanding of records that commercial users enjoy.
First-party summaries shipped by Dynamics 365 product teams, like Customer Service and Sales, are currently not accessible from view pages. The improvements in this wave allow users to see relevant Microsoft‑provided insights immediately when browsing records in the grid, without needing to open each record individually.
These enhancements significantly broaden the reach, control, and value of row summaries, improving usability for both makers and end users across all supported clouds.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6e0ac44c-20fe-f011-8407-6045bdefee6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enhance search in grid filters and lookups", "Investment area": "Building modern apps", "Business value": "Searching for records should be fast, intuitive, and forgiving, especially in high‑volume business applications. This enhancement brings a consumer‑grade search experience directly into grid filters and lookup fields, helping you find the right information with far less effort. The experience is faster, supports natural searching, highlights the terms that match, and removes the need to remember exact prefixes or precise spellings. The result is a smoother, more confident workflow across your organization.
", "Feature details": "Grid column filters for lookup fields and lookup controls on forms in model-driven apps now use Dataverse search, replacing the older legacy search. This change delivers the following improvements:
Contains‑based matching Users can enter any meaningful part of a name to find a record (for example, typing pharma returns Contoso Pharmaceuticals).
Fuzzy matching Minor typos, spacing differences, or small variations surface the right records.
Hit highlighting Search results now visually highlight matching portions of text, making it easier to understand why a result appeared and to confirm accuracy at a glance.
Faster performance Searches use the same optimized Dataverse search index already deployed in the environment, significantly improving responsiveness.
Consistent app‑wide behavior Users get a familiar search experience across grid filters, lookups, global search, and other Dataverse search surfaces.
Reliable fallback The legacy lookup search remains available as a fallback to ensure continuity in special scenarios.
Together, these improvements streamline how users locate data, reduce cognitive load, accelerate form entry, and make grid filtering more powerful and intuitive.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ea7800ae-13fe-f011-8406-000d3a1cc6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Modern, refreshed look for model-driven apps now managed by admins only", "Investment area": "Building modern apps", "Business value": "Streamline the user experience with the modern, refreshed look for model-driven apps that admins and makers manage.
", "Feature details": "The user-level New look toggle in the header of model-driven apps is removed. Administrators and app makers now control access to the New look through settings in Power Platform Admin Center and Power Apps App Designer. This change streamlines the user experience and simplifies app management at scale.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/05/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f75fa6c5-4a10-f011-9989-0022481fa6ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use the modern, refreshed look in model-driven apps", "Investment area": "Building modern apps", "Business value": "The modern, refreshed look for model-driven apps is always on for users of the monthly release channel. The updated look makes model-driven apps easier to use so users can reach their goals quickly and efficiently.
", "Feature details": "With 2024 release wave 2, users of the monthly release channel always see the modern, refreshed look for model-driven apps. The new look gives you updated styling, including fonts, colors, borders, shadows, and more. It aligns with the latest Microsoft Fluent design system.
Users of the monthly release channel no longer see the Try the new look option because the feature is always on for them.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"7582fa02-c72d-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Share a canvas app quickly", "Investment area": "Building modern apps", "Business value": "The new sharing experience for canvas apps is simple and like the experience in Microsoft Office suite products. The new sharing experience saves time and gives you an intuitive experience that makes it easy to share your canvas app with other makers and app users.
", "Feature details": "The improved sharing experience in Power Apps Studio works like the sharing experience in other Microsoft Office apps. When you edit a canvas app in Power Apps Studio, select Share to open the share dialog. You can easily share the app with users and other app co-owners.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/20/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4e2958ba-dc2c-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use the Power Platform Environment Settings app", "Investment area": "Building modern apps", "Business value": "The Power Platform Environment Settings app gives you a modern, performant, accessible, secure, and extensible settings management experience. With this app, system administrators get a single, unified experience for creating and managing settings for their applications.
", "Feature details": "The Power Platform Environment Settings app replaces the legacy web client experience. It gives application developers one unified experience for creating settings for their applications. The app offers the same security, access control, and extensibility features as the legacy experience.
We roll out this feature in stages. The rollout starts with the replacement of the settings application and continues with updates. The app keeps existing extensions that customers created to extend the settings site map. It also supports solution imports that include extensions to settings.
In the initial release of the Power Platform Environment Settings app, we redirect existing links for advanced settings from various locations in Power Platform. These links now go to the new Power Platform Environment Settings app instead of the legacy Settings web client.
Until this feature reaches general availability, tenant or environment administrators can turn off the advanced settings redirection to the Power Platform Environment Settings app. In the Power Platform admin center, set the Advanced settings redirection option to Off for an environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/20/2024", "GA date":"01/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"478cfec3-a6ae-ee11-a569-000d3a4e9eae", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use streamlined header and navigation to work more efficiently", "Investment area": "Building modern apps", "Business value": "The refreshed header and navigation experience helps teams work efficiently by reducing the time they spend navigating pages, finding commands, and understanding page layouts. The new application shell minimizes distractions, shortens training time for new users, and accelerates common workflows. With faster task completion, the organization enjoys improved productivity.
", "Feature details": "The refreshed header and navigation provide a modern, intuitive, and efficient experience across the app shell, form page, and view page. These updates reduce visual clutter, improve access to important actions, and support a consistent look and feel across devices.
Key updates include:
The Plan Designer automatically applies this feature to all generated apps. You can choose to turn on this feature for existing apps.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"d4c23827-ea1e-f011-998a-7c1e5258795a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use streamlined header and navigation for better viewing", "Investment area": "Building modern apps", "Business value": "The refreshed header and navigation experience provides a cleaner, more efficient layout across the app shell, forms, and views. These updates help you work efficiently by increasing your working area on forms and views, reducing the time you spend navigating pages, and aligning the experience with the latest Microsoft 365 design patterns.
", "Feature details": "The refreshed header and navigation deliver a modern, intuitive, and efficient experience across the app shell, form pages, and view pages. This update improves visual clarity, reduces vertical space usage, and aligns with modern Microsoft 365 design patterns.
As the feature transitions to general availability (GA), the refreshed experience remains opt-in, allowing makers to control adoption and validate the experience at their own pace. Makers can switch between the classic and refreshed experience using the Header and navigation refresh app setting:
Key aspects include:
The GA experience also incorporates feedback from the preview phase, including improvements to command spacing, reduced non-scrolling header footprint, and targeted visual adjustments to improve page density and usability.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"13baa966-1dfe-f011-8407-6045bdefee6e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Select records faster with look-up control", "Investment area": "Building modern apps", "Business value": "This feature enables Power Apps users to select records quickly and easily when they use the lookup control. This change helps users be more productive when they enter data into the system.
", "Feature details": "When you search for values in a lookup control in a form, you can now select the first value in the dropdown menu by pressing Enter. You don't need to use the keyboard to go to that item.
If you press Enter when the dropdown menu is open, you select the first item in the list.
All users get this feature by default.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3b5cc946-7d2a-ef11-840a-7c1e520b7c36", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Take advantage of improvements to Power Apps Studio", "Investment area": "Building modern apps", "Business value": "This update brings the first visual refresh to Power Apps Studio. It gives the product a modern look and feel and improves accessibility. The refresh aligns Power Apps Studio with other Microsoft products.
", "Feature details": "Power Apps refreshes the Power Apps Studio with the following updates:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Act on your data efficiently with new grid features", "Investment area": "Building modern apps", "Business value": "Users can view and act on data more efficiently with new grid features in model-driven apps. With these features, you can group and aggregate data, reorder columns, set column width, and complete other tasks.
", "Feature details": "The Power Apps grid control has many functional and stylistic improvements that enhance the experience for users.
The Allow column reordering property controls whether users can reorder columns directly within the grid. This property includes the ability to drag and drop column headers or use the Move left and Move right actions from column header dropdown menus.
The list mode of the Power Apps grid control aligns with Fluent styling. The control uses different font weights and font sizes to show the importance of each field in the list.
When users work with the Power Apps grid control in list mode, they see a header row at the top of the list that contains a sort icon. Selecting this icon opens a sort menu where users can choose the sort column and the sort direction. The grid suppresses this option when it doesn't allow column sorting.
The Power Apps grid control with configured nested grids now displays the correct command bar when you select a row in the nested grid.
Set the column width to a specific pixel value from the column options. Use this feature to set the column width by using only the keyboard.
By default, all modern grids have the option to select all records. When you use this option with infinite scroll, the grid selects up to 1,000 records.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"250e00eb-6f2a-ef11-840a-00224826236e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Show recent and pinned records in the multi-session sitemap", "Investment area": "Building modern apps", "Business value": "Users get more done when they can access recent and pinned records in multisession apps.
", "Feature details": "The app extends recent and pinned records in the sitemap to the multisession app. When users start the multisession app, they can quickly access the same records they used before. Users can also access these records when they switch between single-session and multisession apps.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"c49b05a0-cd2d-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use modern chart dialogs instead of classic dialogs", "Investment area": "Building modern apps", "Business value": "Users working with charts get modern dialogs that are faster and more accessible.
", "Feature details": "With the 2024 release wave 2, you modernize the chart dialogs for Assign, Share, Save As, and the dashboard Save As. These dialogs replace the classic web client dialogs. Users get a faster and more consistent experience.
When users use a personal chart on a view page, the chart pane's context menu includes extra commands. The Assign and Share commands let users reassign ownership of the personal chart or share the personal chart with other users.
![\"Assign](\"media/2024w2-assign-user-chart-dialog.png\" "\\"Assign")
![\"Share](\"media/2024w2-share-user-chart-dialog.png\" "\\"Share")
For any chart on the view page, select Save as in the chart pane's context menu to create a new personal chart.
![\"Save](\"media/2024w2-save-as-new-chart-dialog4.png\" "\\"Save")
For any standard dashboard, select Save as in the dashboard command bar to create a new personal dashboard.
![\"Save](\"media/2024w2-save-as-new-dashboard.png\" "\\"Save")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use shareable SPN connections with Power Apps", "Investment area": "Building modern apps", "Business value": "When authors and administrators use shareable Service Principal Name (SPN) connections, they save time managing enterprise-level apps. Use service principal accounts for enterprise applications because they don't depend on authorization credentials from specific people.
", "Feature details": "Service principal name (SPN) authorization now enables authors to use an SPN as a shareable connection. Previously, users couldn't share an SPN connection. Each user of a Power App needed to provide their own SPN credentials. This requirement removed the benefit of SPN enterprise-wide authorization. With this new feature, end users can use an SPN connection without needing the SPN credentials.
This feature is part of a set of enhancements that professional and advanced citizen developers value. It makes using Power Apps with SQL Server simple and secure.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ea9f3d0c-2ce4-ef11-a730-7c1e527f02d6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Hide the legacy app for admins", "Investment area": "Building modern apps", "Business value": "When you hide legacy model-driven apps, admins use modern model-driven apps. By using modern apps, admins get the full product experience.
", "Feature details": "Add the legacy model-driven app to help users transition from the legacy web client to the unified interface. The app hides the legacy app for users but not for admins.
In a previous release wave, we introduced a Power Platform admin center setting for environments in Settings > Product > Behavior named Show legacy app for admins. This setting controls whether admins can see the legacy app.
In this release wave, the Auto option is treated as Off unless you change it.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"51e7ab03-082a-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Access server data for offline-first model-driven apps", "Investment area": "Building modern apps", "Business value": "With this feature, customers can fetch data from the server when they use an offline-first model-driven app.
", "Feature details": "Use a toggle to make an offline-enabled model-driven app go online for querying specific data from the server. With this feature, you can search or look up server data and find the required details that the offline mode doesn't have.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ff36e62f-59f0-ed11-8849-000d3a55b688", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Allow users to resize side panes", "Investment area": "Building modern apps", "Business value": "With this feature, you can resize side panes in Power Apps. Make side panes wider so you can see more supporting content and work more effectively and efficiently.
", "Feature details": "With the 2024 release wave 2, users can resize the side panes for features like Copilot chat, productivity tools, and Teams chat.
When users resize the side panes, they can be more productive. The extra space gives more room for supporting content when users work on larger screens.
", "Enabled for": "Users, automatically", "Early access date": "08/12/2024", "Public preview date": "", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"001921ac-cc2d-ef11-840b-6045bdeef618", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use CLI to discover, create, and wire connectors in code apps", "Investment area": "Building modern apps", "Business value": "You can build richer, more complex code apps using manual development or coding agents, so your developers move faster from ideas to production. This shortens the path from ideation and prototyping to deployment, helping you deliver enterprise-ready apps sooner while saving development time and effort.
", "Feature details": "The Power Apps CLI adds new commands that let developers discover available connectors and create connections directly from the command line. This enables developers to wire connectors into code apps as part of their normal development workflow, without switching tools or manually configuring connections in the maker portal.
New code app agent.md files and code app how-to documentation show how coding agents can handle connector discovery and connection creation as part of end-to-end prompt-to-app workflows. These examples demonstrate how agents can generate apps that are already connected to the required data and services, reducing manual setup during app creation.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"a9d08a59-72fd-f011-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Download select columns for offline use on Model driven apps", "Investment area": "Building modern apps", "Business value": "You can now select the columns in table that you want to download on mobile devices for offline use in model-driven apps. Use this feature when you need to work without internet connectivity. When you select fewer columns, the app downloads data to the device faster, saving you time.
", "Feature details": "In the maker portal, customize the offline profile in your offline-enabled app's settings to optimize data loading for your users. For each table, select the columns that the app needs:
On the main page for the offline profile, view the number of columns you select for download for each table.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/23/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"62bdddaf-a95e-ee11-be6f-00224827e012", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Create a Copilot Studio Agent in Plan Designer", "Investment area": "Copilot for Power Apps makers and users", "Business value": "A Copilot Studio agent enhances business operations by streamlining workflows and boosting productivity. By leveraging advanced AI capabilities, the agent automates routine tasks and lets employees focus on more strategic activities. For example, a Copilot Studio agent manages scheduling, handles data entry, and provides real-time insights. It reduces the time spent on administrative duties.
", "Feature details": "Use Plan Designer to create a Copilot Studio agent that streamlines workflows, automates repetitive tasks, and answers customer questions. When you create the agent in Plan Designer, you go to Microsoft Copilot Studio to review the agent and make any necessary changes before publishing it. The agent that Plan Designer creates includes the following details:
We recommend that you review the agent's instructions, make any desired changes, and test the agent before publishing it.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"be4d8010-ddfa-ef11-be20-000d3a8ea979", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Generate AI app descriptions for model-driven apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Administrators manage many resources in their organizations. Without a clear understanding of each resource's function, it's hard for administrators to make informed decisions. When you create AI-generated descriptions for apps, you give administrators the information they need to scale and make informed decisions. This feature is available for all apps in managed environments.
", "Feature details": "In app designer for model-driven apps, use AI to help generate descriptions for your apps. You can generate an app description in the Publish dialog or in the App Settings panel. The AI-generated description is available for review and saving as part of the app. App users can access the AI-generated app description during the web player experience by hovering over the app name in the header.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/22/2023", "GA date":"05/30/2025", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3c29174e-468b-ef11-ac20-7c1e5259d032", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Agent builder in Power Apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Agent builder in Power Apps gives you a fast and convenient way to bring your apps into the agentic era by building agents directly within Power Apps Studio with a streamlined Copilot Studio experience.
", "Feature details": "Agent builder in Power Apps in now generally available. Quickly create custom AI agents by using existing knowledge, logic, and actions in Power Apps. These agents handle tasks on their own, so you don't need to worry about repetitive tasks. They boost individual productivity and improve business efficiency.
Work with Copilot to find workflows you can automate. You can update the description of the process. Copilot uses this description to create an autonomous agent. The agent includes clear instructions and actions taken from the app.
For example, in a reimbursement management app, you can use existing steps in the process, like categorization, compliance checking, or rejecting incomplete requests. You build a custom agent that handles these tasks. The agent uses custom Dataverse functions you create in the app to complete tasks on its own. By using agent builder with knowledge, logic, and actions already in apps, you shorten the path to creating agents in business apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"08/04/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"15f6657e-8d63-f011-bec2-7ced8d1787a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Agent builder in Power Apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Agent builder in Power Apps gives you a fast and convenient way to bring your apps into the agentic era by building agents directly within Power Apps Studio with a streamlined Copilot Studio experience.
", "Feature details": "Quickly create custom AI agents by using existing knowledge, logic, and actions in Power Apps. These agents handle tasks on their own, so you don't need to worry about repetitive tasks. They boost individual productivity and improve business efficiency.
Work with Copilot to find workflows you can automate. You can update the description of the process. Copilot uses this description to create an autonomous agent. The agent includes clear instructions and actions taken from the app.
For example, in a reimbursement management app, you can use existing steps in the process, like categorization, compliance checking, or rejecting incomplete requests. You build a custom agent that handles these tasks. The agent uses custom Dataverse functions you create in the app to complete tasks on its own. By using agent builder with knowledge, logic, and actions already in apps, you shorten the path to creating agents in business apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/08/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"2e42db47-fe8b-ef11-ac20-7c1e525a7593", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Visualize the data in your view easily with Copilot", "Investment area": "Copilot for Power Apps makers and users", "Business value": "AI-generated visualizations from Copilot help you understand patterns, trends, and relationships in your data. You can easily turn tabular data into a chart. Plus, you can personalize the visualization to turn data into insights without needing any other analytical tool. With AI-generated visualizations, you save time and gain valuable insights faster.
", "Feature details": "Select a button to turn tabular data and all the filters into a chart. Drill into the data by interacting with the chart, the grid column filters, or both. Personalize the chart by changing the chart type or adjusting the legends. You can change both options. You can also expand the chart or copy it to the clipboard for easy sharing with your team.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/23/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"57c4c52d-ecac-ef11-b8e8-7c1e520d7957", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Bring intelligence into model driven apps and custom components using Agent Xrm and PCF APIs", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Application user productivity increases when developers bring intelligence into their apps and custom code controls by using the new Agent Xrm and Power Apps component framework APIs. These new APIs make it faster and easier for developers to create custom AI experiences for app users.
", "Feature details": "New APIs enable you to run a topic on Microsoft Copilot Studio custom agent that powers the model-driven app. You can find these APIs in the Client API and the Power Apps component framework API. With these APIs, developers can easily add custom AI intelligence into the work flow for business users. Use these AI APIs when you build custom code with web resources or PCF.
Both the Client API and Power Apps component framework API include two new APIs:
executeEvent API uses the event name to call a specific Copilot Studio topic. It passes the app, page, and record context. This API also accepts extra context.executePrompt API uses the prompt for Copilot Studio to orchestrate the topic to call. This API call also includes the app, page, and record context.These APIs use the custom agent described in Customize Copilot chat using Copilot Studio (preview).
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/18/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"92895105-b7e2-ef11-a730-7c1e52588027", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Bring intelligence to model driven apps with low code agents", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Application users get more done when makers add intelligence to their model-driven apps with the new agent response component. This component gives you ready-to-use intelligence without needing to create a custom Power Apps component framework component.
", "Feature details": "The new agent response component runs a topic on the Microsoft Copilot Studio custom agent. Add this component to a model-driven form, and provide an event name to identify the topic.
![\"Form](\"media/form-designer-components-agent-response.png\" "\\"Form")
The component supports text in markdown format or adaptive card format. Use an adaptive card to include media like videos and images.
![\"Agent](\"media/form-agent-response-adaptive-card.png\" "\\"Agent")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Create a plan from an existing solution", "Investment area": "Copilot for Power Apps makers and users", "Business value": "As a maker, you can now create a plan from an existing solution. The plan designer gives you a detailed plan that describes your solution and solution objects. The plan includes a business problem, user requirements with user roles and stories, data model, and technology stack with apps and flows. This feature saves time previously spent analyzing an existing solution and empowers makers to improve an existing solution.
", "Feature details": "As a maker, you can now take advantage of all the capabilities of the Plan Designer by creating a plan from your existing solution. The Plan Designer uses AI to extract information from your solution and generates the business problem and user requirements. When you save the plan, you can edit the user requirements and generate extra apps, tables, and other components for your solution. To generate a plan, your solution must have at least one app and one associated table. You must also publish the apps.
Select Solutions in Power Apps to create a plan from a solution.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/29/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"0f753856-eabb-ef11-b8e8-6045bdffab55", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Build end-to-end enterprise solutions with the Power Apps experience", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Building an enterprise level solution in Power Platform just got easier. Before makers start writing code, they need clarity on the business problem, the roles involved, and the architecture of the solution. Our new multi-agent workspace introduces an orchestrated multi-agent chat experience that helps makers design and build code apps within seconds, like having a team of expert copilots helping you build apps and a plan at the same time. Makers can describe the business problem, then copilot generates a code app as well as a plan that includes user roles, role-specific requirements, and suggested data schema, apps, and objects. Makers can iterate with the agents to refine the app and plan, ensuring it aligns with business needs before a single line of code is written.
", "Feature details": "Building out a solution and the end user-facing apps traditionally require a team of solution architects, citizen developers, UX designer, and more. With the new multi-agent experience, building apps, data schema, and solutions just got easier!
The new experience helps makers move from idea to implementation faster, with clarity and confidence in the architecture behind their end-to-end solution.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/17/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"5bdd54ba-8292-f011-b4cc-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Customize Copilot with knowledge and custom topics", "Investment area": "Copilot for Power Apps makers and users", "Business value": "By customizing the Copilot capabilities in your app, you make your apps more intelligent and relevant. You enrich the Copilot chat experience for your apps by adding external knowledge sources and custom topics to the Copilot for each model-driven app.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Work with existing tables when visualizing complex data", "Investment area": "Copilot for Power Apps makers and users", "Business value": "By supporting existing tables when you visualize a complex data model, the entity relationship diagram (ERD) data experience helps makers build meaningful business solutions on top of their existing data assets. With Copilot assistance, makers can easily find existing tables that fit their data modeling needs and build more robust business applications. With the ERD visualization of tables and relationships, makers can review new and existing tables side-by-side and define meaningful connections between them with a simple drag-and-drop interaction.
", "Feature details": "Are you tired of creating new tables that duplicate existing tables in your environment? Use the Copilot-assisted ERD designer to design data models. Instead of starting from scratch, use your existing tables to build data models. Here's how it works: Enter your requirements in natural language. Copilot creates a multi-table data model that includes new and existing tables. Need to find relevant tables quickly? Copilot recommendations locate the right tables in seconds. After you assemble your tables, switch to the ERD view. You can review your new and existing tables. While editing existing tables in the ERD view isn't supported yet, you can create lookups into the existing tables with a simple drag-and-drop action to define connections between tables.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/05/2025", "GA date":"05/26/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"75181627-ec5b-ef11-bfe3-6045bda935ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use Copilot to filter and search data in gallery", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Copilot helps you filter, sort, and search data in a gallery by using natural language. With Copilot, you save time because you don't need to scroll through the gallery to find the items you need.
", "Feature details": "You can type a prompt or use existing prompts, such as \"Show me the top red cars in the US.\" Copilot updates the gallery view to show the relevant rows. Copilot accesses the data set that the app returns. It gives you more filtering power with expressions than what the user interface normally offers. Copilot supports a conversation that builds on itself, so you can create filters that layer on top of each other.
Copilot doesn't access any data that the app doesn't normally return. It keeps data secure when it's not meant for the user.
", "Enabled for": "Users, automatically", "Early access date": "07/29/2024", "Public preview date": "", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"c528a3d3-7bec-ee11-a204-000d3a56fc46", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Review column suggestions from Copilot in model-driven apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Copilot suggests relevant columns when you build new forms and views for model-driven apps. With this feature, you can quickly get started, boost your creativity, and be more productive when you build key components for your model-driven apps.
", "Feature details": "Copilot helps you build new forms and views for model-driven apps. It proactively suggests relevant columns that fit your needs. These suggestions come from the Dataverse table schema and the name and description (if you provide one) of the view or form.
This feature helps you quickly start your project. It also sparks creativity and boosts productivity when you build key components for your model-driven app. The feature is on by default, so you can start using it right away. If the tenant admin turns on Power Apps Maker Copilot, you don't need any extra setup or configuration. Copilot is ready to help you create your model-driven apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/11/2024", "GA date":"10/21/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"61648b3a-dc29-ef11-840a-6045bddabc8d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Copilot helps you plan out solutions to business problems", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Detailing solutions to a business problem takes time and effort. Before you start creating apps, flows, and other objects that solve your users' needs, you need to understand the solution architecture. Copilot understands common solution architecture patterns. It uses other sources, such as images, to better understand the problem. Copilot helps you create user roles, define role-specific requirements, and suggests data schema, apps, and other objects that form a solution to the business problem. You can collaborate with Copilot and iterate over user roles, requirements, schema, and objects to make sure the final solution meets your business needs.
", "Feature details": "Creating solutions to address business needs involves more than just developing an app. Solutions are a collection of objects from across the Power Platform that store data, provide end-user apps, and automate workflows. Regardless of the technology you use to solve a business problem, start by defining your solution architecture. This architecture supports different user roles and their requirements. With this approach, you can build a solution that benefits your business. Copilot can help you detail the scenario and requirement definitions. It helps with user roles, user requirements, data schemas to support data, and creating an overall solution architecture through proposed objects.
During the preview, these Copilot skills are off by default. To access these features, turn on Try the new Power Apps experience on the Power Apps home page. You can create and manage your plans.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/15/2024", "GA date":"04/29/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"65944c67-ee5b-ef11-bfe3-6045bda935ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Direct users to highest value tasks with in-app agents", "Investment area": "Copilot for Power Apps makers and users", "Business value": "In-app AI agents remove the manual effort and cognitive load of getting ready for the day. They analyze business records that you assigned to a user and find the next best action. With AI agents, you streamline business processes.
", "Feature details": "In-app agents use reasoning to automate cognitive processes like routing, orchestration, and decision-making. These agents remove manual effort from business processes. By directing business users to the highest-value task, in-app agents help users focus their time and energy on tasks that make the biggest impact. Users can achieve their desired business outcomes without digging through all their data.
Makers configure in-app agents with the types of actions for different tables. The agent processes the rows assigned to a user. It understands the most valuable next action and recommends that action.
This feature is available as an early access preview. To join the early access program, fill out the following form: https://aka.ms/PowerAppsEAP
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"908d64aa-b9e2-ef11-a730-000d3a1a0574", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Generate rich, full applications fully backed by requirements and data", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Many organizations benefit from apps made by those closest to the business, and we've heard that the resulting apps often don't quite match the desired style and that overall app creation still takes too long. With our new agentic app generation capability leveraging the tools and conventions of the modern web, it's never been faster or easier to get to the application your team envisioned.
", "Feature details": "Introducing the next generation of app creation with the new Power Apps experience.
Transform how your organization builds apps with the new agentic app generation experience in Power Apps. Makers can describe what they want in natural language to generate modern, web-based apps, then refine the result by collaborating with a coding agent in chat or by using intuitive point-and-click editing.
Beyond the UI, each generated app includes a solution plan and a robust data model to support real business scenarios. The experience delivers a modern UI that is functional and data-connected, bringing design, intelligence, and usability together in a single, streamlined workflow.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/17/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"d26e1848-4694-f011-b4cc-7ced8d1ab803", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Generate canvas app preview with copilot for first-time makers", "Investment area": "Copilot for Power Apps makers and users", "Business value": "New makers comprise ~20% of overall Power Apps maker traffic, and ~80% do not return after their first week. Many first-time users never become actual makers due to the overwhelming number of options available from their initial arrival at the homepage, leading to decision fatigue and confusion about where to start, what the product is, how it can help them, etc. Without prior knowledge of the product (majority come from the Office waffle, not the commercial marketing site), they are left to navigate features on their own without in-product guidance.
Our past research studies show that research participants, typically new makers of Power Apps, are surprised and/or disappointed to see a data table as a result of their initial Copilot engagement from the homepage banner. Participants expect a visual of their potential Power App as the first result, not the final step in the app building process.
To provide clear direction and meet expectations of first-time makers, we will set them down a dedicated experience to turn them into makers in a matter of minutes with the help of Copilot along the way.
", "Feature details": "The new first-run experience landing page will be distinct from the Power Apps homepage and will only appear when they go to https://make.powerapps.com for the first time only and meet other specific criteria. The landing page will highlight the value proposition of Power Apps and provide descriptive information that are both text and visuals about the product. Additionally, it will feature a call-to-action button to initiate the Copilot-led experience for building their first app.
![\"First-run](\"media/landing-page.png\" "\\"First-run")
The next screen, following the call-to-action button on the landing page, will feature a Copilot textbox where the maker can describe the app they want Copilot to build. There will also be suggestions to choose from.
![\"First-run](\"media/fre.png\" "\\"First-run")
Once the user submits their app description, Copilot will generate an app using a series of prompts designed to function as "roles" to create an app's functional spec, a design spec, and the YAML for the app based on the previous spec. While this process runs in the background, the maker will be able to see each prompt output generated during the progressive loading screens. Finally, once the app is fully generated, the maker can view a preview of the multi-screen app and view the underlying data model. The maker can also read a text description of the app's functionality to better understand the generated app. If the maker wishes to continue working on the app started by Copilot, they can customize it in Power Apps Studio.
![\"First-run](\"media/fre-1.png\" "\\"First-run")
Sometimes existing apps already solve the user roles and requirements in the plan. Makers can choose existing apps to reuse instead of creating new apps.
", "Feature details": "The Plan Designer recommends solutions that address your business problem and fit your organization's needs. Some of these solutions already exist in your environment. Instead of creating new apps, you can replace a suggested app with an existing app or add an existing app to the set of solutions in the Plan Designer.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a1046e28-dfbb-ef11-b8e8-0022482921f9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Fill forms faster with smart paste", "Investment area": "Copilot for Power Apps makers and users", "Business value": "The new smart paste option in Copilot's form fill assistance feature helps users fill forms faster and easier with text content from any source. Users can copy the content, select a button or use a keyboard shortcut to smart paste, and get inline suggestions in the form based on the copied content.
", "Feature details": "When users select the smart paste button or use the keyboard shortcut, they get suggestions for fields. The suggestions appear inline in the model-driven app form, based on the text users copy. Users can accept or ignore the suggestions. This new smart paste option makes it easier and faster to enter data in forms.
Admins can manage this capability through Power Platform admin center.
![\"Form](\"media/form-fill-smart-paste.png\" "\\"Form")
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Makers can see solution objects in Plan Designer", "Investment area": "Copilot for Power Apps makers and users", "Business value": "The plan designer creates objects such as apps, flows, and tables in a solution. The objects view shows the detailed view of the total solution, while the plan view shows the high-level architecture. When makers use the plan designer, they can see all objects in the solution. This view makes it easy to access advanced configurations. You save time and reduce extra clicks because you don't need to switch between multiple tabs. You don't need to open solutions and plans separately.
", "Feature details": "The Plan Designer integrates the Solution Explorer. When you use the Plan Designer, you can quickly switch between the high-level plan view and the detailed objects view that shows the Solution Explorer. This integration reduces context switching. You don't need to use multiple tabs to check the plan and the solution components. This feature is especially helpful when you manage your solutions for application lifecycle management (ALM).
Access the objects view
To use the Plan Designer, you need the System Administrator or System Customizer role in your environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"04f616aa-e9bb-ef11-b8e8-6045bdffab55", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Add Existing Apps in Plan Designer", "Investment area": "Copilot for Power Apps makers and users", "Business value": "The Plan Designer defines a high-level architecture for solving a business problem. It suggests creating several objects, such as apps, flows, and tables. The solution agent now suggests existing apps. You can add existing apps to your plan. With this capability, you can use the Plan Designer to define the solution architecture for your scenario and reuse existing apps.
", "Feature details": "The Plan Designer feature gives you a high-level architecture that solves specific business challenges. It recommends creating different types of objects, such as apps, flows, and tables. Plan agents are AI assistants that review your business problem and create a plan to solve it. These plan agents use AI to help you build your plan. The solution agent now suggests existing apps. With this suggestion, you can add these apps to your plan. This update lets you use the Plan Designer to set the solution architecture for your scenario while reusing existing apps.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Makers can replace proposed apps with existing apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "The plan designer helps you create a high-level architecture to solve a business problem. It suggests creating several objects, such as apps, flows, and tables. You can replace the suggested apps with your existing apps. With the plan designer, you can define the solution architecture for your scenario and reuse existing apps.
", "Feature details": "The plan designer helps you create a high-level architecture to solve business problems. It suggests creating apps, flows, and tables. You can replace the suggested apps with your existing apps. This approach gives you flexibility and lets you save time and resources by reusing existing apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/12/2025", "GA date":"05/19/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"137b2add-b1fb-ef11-be20-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Process maps as a part of your plan", "Investment area": "Copilot for Power Apps makers and users", "Business value": "The process diagram is a visual aid that helps show what users are planning to update and how current tools and processes support those goals. This clarity is essential for aligning technical teams with business needs. By visualizing workflows, the process diagram helps prevent miscommunication and establishes clear end points and resource needs.
", "Feature details": "With Plans in Power Apps, makers simply describe their business challenge, add visuals, and let Copilot do the heavy lifting—instantly generating a tailored plan with requirements, data insights, and a solution architecture. It’s a fast-track to building powerful, end-to-end solutions on the Power Platform.
Now, with the addition of process mapping in Plans, makers get a dynamic visual representation of their business workflows with requirements, data, and solution architecture. The process map outlines key activities, events, and decisions, and can be refined using Copilot’s advanced process modeling capabilities. This deeper understanding of the business process helps generate smarter data models and more effective solution architectures, empowering makers to build with confidence and speed.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"12/11/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"fb68f48b-2993-f011-b4cc-00224830b09a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Generate model-driven app pages using natural language", "Investment area": "Copilot for Power Apps makers and users", "Business value": "This feature empowers makers to quickly generate pages for their model-driven applications by describing their needs in natural language. With the app agent, makers can efficiently build Office-like consumer-grade experiences tailored for enterprise needs. This accelerates development, enhances usability, and provides a seamless, intuitive user interface.
", "Feature details": "The agent enables model-driven app makers to create fully structured pages in model-driven apps using natural language. Makers describe their page requirements, and the agent intelligently generates the layout, selecting appropriate components and configurations. Through an interactive, conversational process, makers can iteratively refine the design, adjusting elements, layout, and functionality in real time. This capability streamlines app design, ensures adherence to best practices, and brings modern, consumer-grade UI experiences to enterprise applications.
The feature is restricted to US environments only.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/21/2025", "GA date":"10/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a9f022bb-b3fb-ef11-be20-7c1e5247028a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Direct SharePoint List Integration for the new Power Apps experience", "Investment area": "Copilot for Power Apps makers and users", "Business value": "This feature gives makers flexibility to work seamlessly in the new Power Apps vibe experience with SharePoint lists as a source for their data. It accelerates time to value, reduces duplication, ensures data stays governed under existing SharePoint policies, and simplifies collaboration by keeping data in familiar environments.
", "Feature details": "In the multi-agent new Power Apps vibe experience, makers can use SharePoint lists as primary data sources. Add an existing list by selecting the SharePoint site and list through a secure connection. After you add the list, the app stays connected through the SharePoint connector, enabling users to create, read, update, and delete list data directly from the app.
Build your app in the multi-agent experience, then use the SharePoint connection to perform common operations on list items—create new items, read existing items, update fields, and delete items.
If the list schema changes, for example, columns are added, renamed, or removed, refresh the app’s data connection to ensure the available fields are up to date.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"ea9fa9ae-2294-f011-b4cc-000d3a54d290", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Explore and visualize data with data exploration agent", "Investment area": "Copilot for Power Apps makers and users", "Business value": "Turn raw data into actionable insights effortlessly. With Copilot, you can use natural language to create charts, apply advanced filters, and uncover patterns without relying on external analytics tools. This feature saves time, boosts productivity, and empowers decision-making by making data exploration intuitive and accessible.
", "Feature details": "The data exploration agent brings AI-powered capabilities to model-driven apps, allowing users to:
![\"Data](\"media/2.jpg\" "\\"Data")
Use prompts like “Orders processed by location as a bar chart” or “Visualize high priority cases by origin” to quickly create visualizations without manual clicks.
![\"Data](\"media/1.jpg\" "\\"Data")
With data exploration agent, Copilot reduces the complexity of data analysis, helping users gain insights faster and make informed decisions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/15/2024", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"578375c6-a44d-ef11-a317-00224833b013", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Manage and oversee AI agents in apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "When business users oversee and manage AI agents, the agents handle escalations and exceptions. As business users access the actions AI agents perform, customers use AI agents more. The agents save time by automating repetitive tasks.
", "Feature details": "Makers can associate Microsoft Copilot Studio agents with model-driven apps in the modern app designer. Business users can oversee and manage those agents within the apps.
Business users see the associated AI agents' data in a new left-side pane in their apps. This pane shows what the agents do on behalf of users. Business users complete their workflows by handling exceptions the agents can't resolve.
For example, in an app for managing employee reimbursement claims, an AI agent automates the approval and rejection of claims. A business user oversees the agent and handles any exceptions or escalations. The user handles nonstandard claims and resolves errors the agent encounters during the approval or rejection process.
With humans in the loop, AI agents streamline business processes by automating repetitive tasks.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/07/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"6daa9f79-b8e2-ef11-a731-000d3a1021ee", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Add AI record summary to model-driven apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "When you add an AI record summary, you can easily access important information. This feature helps you save time and effort.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Edit new and existing tables in Plan Designer", "Investment area": "Copilot for Power Apps makers and users", "Business value": "When you build a business plan, you often want to reuse existing tables. When you reuse existing tables, you encourage the continuation and extension of current objects. You foster collaboration with other makers, save time, and promote better Application Lifecycle Management (ALM) practices.
With this feature, you can edit both new and existing tables in your plan's data model. This feature provides seamless integration between the Plan Designer and the data workspace. The Plan Designer serves as a one-stop shop for all data modeling activities related to your plan.
", "Feature details": "To build a successful business plan, you need to reuse existing assets, such as existing tables in your solution. Currently, you can use existing tables in the standalone data workspace experience, but you can't use them when working with a plan. With this new feature, you can edit new tables and existing tables as part of your plan's data model. To help you work more efficiently, Copilot suggests the right existing table based on your business requirements.
Start by describing your business problem. Add extra details like process diagrams, data models, or even screenshots of legacy apps. Copilot uses this information to draft user roles and requirements for the solution. Then, Copilot suggests a multitable data model based on your requirements. Approve the suggestion and keep iterating. You can select and edit the existing tables in your plan through the data workspace. You can also chat with Copilot to include existing tables that fit your requirements.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/05/2025", "GA date":"05/29/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"fec6bebb-e8bb-ef11-b8e8-6045bdffab55", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use agent builder to create agents from apps with knowledge and triggers", "Investment area": "Copilot for Power Apps makers and users", "Business value": "When you generate a custom autonomous Microsoft Copilot Studio agent from an app, the agent builder adds knowledge and triggers. This feature saving makers time and effort when creating specialized agents that automate repetitive tasks.
", "Feature details": "Agent builder for Power Apps gives makers the power to create custom autonomous agents that automate repetitive business processes. By understanding the app and business process, Agent builder adds knowledge and triggers to the agent. With Agent builder, you can streamline operations with autonomous AI agents.
Makers can easily create agents that automate processes within their existing canvas apps. Agent builder uses the app's metadata and the desired agent goal to generate a detailed step-by-step process. This process works with extracted skills from the app to create a copilot that provides detailed instructions and actions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/29/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"ad2393ba-b7e2-ef11-a730-7c1e52588027", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use Copilot to generate content when drafting input text in canvas apps", "Investment area": "Copilot for Power Apps makers and users", "Business value": "With Copilot, you can draft text and refine it in multiline text input boxes. With this feature update, you can write prompts to generate content for your input. This capability saves you time spent on editing, rewriting, and creating well-written content. Instead of spending time on these tasks, jot down a few ideas and let Copilot do the rest.
", "Feature details": "Draft with Copilot is an innovative feature that helps you be more productive. Currently, it helps you refine your text in multiline text input and rich text editor controls, so your content is polished and professional.
With the upcoming enhancement, Draft with Copilot adds more functionality. You can write prompts that generate content for your input fields. Instead of spending time editing, rewriting, and crafting well-written content, you can jot down a few ideas and let Copilot handle the rest.
This new feature changes how you interact with your canvas apps. It makes content creation faster, easier, and more efficient. By using advanced AI capabilities, Copilot helps you produce high-quality content with minimal effort. You can focus on what matters most—your core tasks and creative processes.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "12/22/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"1a0253ad-1a7d-ef11-a671-6045bdd74f2e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Enhanced experience for form filling with Copilot", "Investment area": "Copilot for Power Apps makers and users", "Business value": "With the new capabilities and experience in Copilot's form-fill assistance feature, users can quickly and easily fill out forms using copied text content, images, files, and emails.
", "Feature details": "Copilot helps you fill out forms quickly by using images, files, and emails. Model-driven app users can add a file, including images, or an email for Copilot to suggest form fields. This feature saves you time on a tedious task. Based on your feedback, we improved the form-filling experience and gave you more control over suggestions.
Admins can manage this capability through the Power Platform admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/02/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"3b16b066-8c8d-ef11-ac21-7c1e520a09df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use the new capabilities of form fill assistance", "Investment area": "Copilot for Power Apps makers and users", "Business value": "You can now use form fill assistance in quick create forms. This feature provides field value suggestions with citations. With form fill assistance, you can enter data faster and easier, making your workflow more efficient.
", "Feature details": "Form fill assistance, a Copilot feature for model-driven apps, is now available in quick create forms. This feature provides field value suggestions with citations, so you can learn more about the form field suggestions.
This feature is automatically on, so you can start using it right away.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/04/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"dccad23c-705f-ef11-bfe2-000d3a8b2418", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Environment variable support for Entra SQL authenticated connections", "Investment area": "Enable enterprise scale", "Business value": "With this feature, you can smoothly move Power Apps that use Microsoft Entra authentication over SQL from development to test to production. When you move your app to a new environment, you don't need to remove the SQL Microsoft Entra data sources.", "Feature details": "The dropdown menu includes SQL as an option for creating an environment variable. You can set the environment variable for SQL just like you do for SharePoint. When you set the variable, enter a server name for SQL and a site name for SharePoint. When you specify the data location, enter a table name for SQL and a list name for SharePoint.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"892964fe-0a76-ef11-a670-7c1e5219495b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use enhanced delegation for UpdateIf and RemoveIf", "Investment area": "Enable enterprise scale", "Business value": "Customers can ensure greater accuracy and save time with Power Fx functions. They can use UpdateIf and RemoveIf on up to 2,000 records in large data sets. This change reduces the strict delegation limit that only worked on the first 2,000 cached records. Now, the functions work on the whole data source and stop only when they reach 2,000 records that match the If condition.
Authors don't need to take any action to turn on this feature. The feature is on by default for all new apps. This feature update enhances the UpdateIf and RemoveIf functions in Power Fx. With this feature, these functions can operate on more records than basic nondelegable actions allow. Without this feature, these functions work locally and limit evaluation to the first 2,000 records that the data source retrieves. For example, if only three records in the first set of 2,000 records meet the If condition, UpdateIf and RemoveIf functions operate on only those three records.
With this feature, these functions work locally and don't delegate to the server. However, they simulate delegation by bringing down and evaluating the If condition for records beyond the initial 2,000 limit. This feature prepares and runs the update or remove actions for the Update or Remove functions on up to 2,000 records at a time.
This implementation can update any set of records in a large dataset but stays limited to 2,000 records it changes at a time. If Power Apps caches a large amount of data, the UpdateIf and RemoveIf functions can work on more than 2,000 records. Use this feature safely if you know the set of records that meet the If condition is less than the 2,000 limit.
Users can turn on this feature for old apps or turn it off in Settings > New section.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/18/2023", "GA date":"11/24/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"53157db7-7359-ed11-9562-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Conditional access policies for individual apps", "Investment area": "Enable enterprise scale", "Business value": "Enterprises can extend their use of Azure Active Directory Conditional Access to individual apps by adding extra layers of security to apps that contain sensitive data.
", "Feature details": "You can now use finer-grained conditional access for individual apps in preview. This feature uses Azure AD’s Conditional Access authentication context.
Granular application of conditional access supports many scenarios, including:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use environment routing for Power Automate Desktop", "Investment area": "Enable enterprise scale", "Business value": "Environment routing gives you a personal, secure space to build with Microsoft Dataverse without worrying that others can access your apps or data.
", "Feature details": "Environment routing is a premium governance feature. With this feature, Power Platform admins can automatically direct new or existing makers to their own personal developer environments for Microsoft Copilot Studio and Power Automate Desktop.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/30/2024", "GA date":"11/17/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"671c9094-77e5-ee11-904d-002248258c7b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Debug canvas apps more quickly and efficiently with Monitor tool improvements", "Investment area": "Enable enterprise scale", "Business value": "Monitor debugging tool exists today and it widely used by makers to diagnose and fix problems with their apps. With Monitor, makers can gain insights into how their canvas apps are functioning through a UI that shows what is happening behind the scenes. We're making improvements to Monitor to make it easier than ever to use and to enable makers to quickly zero in on troublesome operations that can be corrected or optimized.
", "Feature details": "Monitor is a useful tool that helps makers debug functionality in their canvas apps. We're investing in the following areas to improve the Monitor experience:
Power Apps, Power Automate, Power Pages, and Copilot Studio now offer a seamless, native experience for synchronizing Power Platform solutions with source control.
Makers, developers, and admins in fusion teams collaborate effortlessly to develop, deploy, and scale business-critical solutions. This native integration with Azure DevOps repositories brings best practices from traditional software development to everyone. Team members work in their preferred environment and editor. You don't need to share environments or understand source control.
", "Feature details": "Azure DevOps Git repositories help your project scale with rich version control, parallel development through branches, tools for code and security scans, granular auditing, disaster recovery, and test automation.
Unlike previous application lifecycle management (ALM) tools, the pipelines in Power Platform and the Git integration are native. All makers can use these pipelines. They drive efficient collaboration and healthy ALM across the projects that matter most in your organization.
This feature set includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Monitor and improve operational health", "Investment area": "Enable enterprise scale", "Business value": "Power Platform gives admins the ability to monitor and improve the operational health of their Power Apps. The Power Platform admin center includes metrics that focus on user experiences and business efficiencies. These metrics show how long end users wait to interact with an app or page, and which flows take longer than necessary to run.
In addition to metrics, admins can work with makers to act on recommendations to improve the metrics. Your operational health in Power Platform matters as soon as your business depends on the platform. The monitoring experience makes it easier than ever to measure and improve your use of Power Apps. Over time, this experience will provide metrics, insights, and recommendations for more parts of Power Platform, including Dynamics 365 apps, flows, and agents.
", "Feature details": "The monitoring experience in the Power Platform admin center gives admins the tools they need to monitor, diagnose, and improve the operational health of all resources in Power Platform. With this experience, admins can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Discover what's driving engagement with the Usage page", "Investment area": "Enable enterprise scale", "Business value": "The Usage page in the Power Platform admin center highlights high-impact resources so organizations can quickly see what’s delivering value and where to focus investment.
", "Feature details": "The Usage page in the Power Platform admin center helps you identify the top resources in your organization that are driving success and spot adoption trends, such as usage spikes for apps, flows, and agents. At the top of the page, you will find a summary view showcasing the adoption trends over time, as well as the resources that are driving the most value. You'll be able to see metrics that include:
Below the summary view, detailed tables provide sortable views of all apps, flows, and agents that are in use in your organization. Sort by users for apps, runs for flows, and sessions for agents to quickly identify trends and top performers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/11/2025", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"0dc39358-80c1-f011-bbd3-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/10/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Get valuable insights and recommendations for your canvas app using Monitor", "Investment area": "Enable enterprise scale", "Business value": "When makers publish their Power Apps, they often don't know how to check the apps' operational health. Monitor gives makers visibility into app performance data and provides recommendations to improve app performance.
", "Feature details": "To monitor your apps, your admin needs to turn on Monitor in the Power Platform admin settings.
Makers can access Monitor from the command bar on the Apps page or through the Discover menu in the left navigation of Power Apps. For easier access, pin this page to the left navigation menu.
On the Monitor page, you can view performance metrics for your canvas apps. If your environment is a managed environment, you can also access recommendations for app improvement. To enable managed environment, contact your admin.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/15/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"5a684c1c-5e82-ef11-ac21-6045bdd6e4e4", "GeographicAreasDetails":"", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Use environment variables with Entra auth for SQL Server schemas and tables", "Investment area": "Enable enterprise scale", "Business value": "When you use custom schema names in the same database to partition your database for dev, test, and prod environments, use environment variables to save time when deploying your application from dev to test and prod. Instead of manually dropping and re-adding data sources between dev, test, and prod environments, use environment variables to speed up the transfer between these environments.
", "Feature details": "Many customers use schemas for development, test, and production environments to manage application lifecycle management (ALM). To access a table, you must specify the schema explicitly because the default dbo schema isn't available. You need a four-part reference that includes the server, database, schema, and table name.
For example:
<myserver>/<mydatabase>/<DEV>/<mytable>
versus
<myserver>/<mydatabase>/<PROD>/<mytable>
Current SQL environment variables support only the server and database name. They work under the assumption that you use separate databases for development and production environments, so you can't use four-part references. This feature enables you to specify the schema name as an environment variable. Power Apps binds to specific table names, so the table name stays the same across environments even if the schema name changes. With this feature, you can use SQL environment variables in your apps when you use schemas for development, test, and production environments.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/27/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"95cc5f38-c51f-f011-998a-0022482c0258", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/23/2025" }, { "ProductId": "e72f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Apps", "Feature name": "Manage your source code for canvas apps", "Investment area": "Enable enterprise scale", "Business value": "With this feature, you can view the underlying code to understand app functionality and manage source control. It's perfect for developers who need to align with healthy and robust Application Lifecycle Management (ALM) practices. When you use this feature, you streamline your development process, improve code quality, and support your app's growth.
", "Feature details": "You can now export a canvas app as a binary file with the extension .msapp file. Use Power Platform CLI to convert a .msapp file into source code files. With this feature, you no longer need to use Power Platform CLI to convert the .msapp files. You can view the source code for the canvas app in an updated, human-readable YAML format. Each screen has a separate file.
View the source code of your canvas app directly in Power Apps Studio or use external code editors.
This new capability helps you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Use the security view to see critical site details", "Investment area": "Administration and governance", "Business value": "Admins can see the security posture for all their websites in the tenant. They can take appropriate actions, such as disabling certain integrations or contacting makers to improve site security by using the right configurations.
", "Feature details": "Along with existing features in the security view, Power Pages admins can now:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Get recommendations for Power Pages in Power Advisor", "Investment area": "Administration and governance", "Business value": "As a service administrator, you can now get insights into the health, security, and performance of your Power Pages websites across multiple environments. With this feature, you can take the necessary actions to maintain and improve your websites.
", "Feature details": "This feature gives service administrators who manage Microsoft Power Pages websites in multiple environments insights into the health, security, and performance of their websites. With these insights, administrators can take the needed actions.
Recommendations:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Track Power Pages performance and usage with Monitor hub", "Investment area": "Administration and governance", "Business value": "Enable makers, admins, and site creators to monitor Power Pages site performance and user experience in Monitor hub, reducing support costs and improving customer satisfaction.
", "Feature details": "Power Pages is integrated into the Monitor hub. This integration empowers site owners, makers, and administrators to access actionable performance and usage insights directly within the Monitor area of the Power Platform admin center.
Key metrics available
The following metrics will be surfaced in Monitor hub:
Additional capabilities
Additional capabilities include trend visualization and the ability to download detailed reports for further analysis, including page-level metrics and error logs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"27ca4a6b-c0bb-f011-bbd3-00224826f73c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Detect threats and risks with admin security agent", "Investment area": "Administration and governance", "Business value": "Position Power Pages as a secure, enterprise-ready platform with the admin security agent. It helps strengthen governance with proactive security capabilities that can identify and address issues like abuse, spam, and content violation, enabling easier adoption.
", "Feature details": "The admin security agent protects Power Pages websites by monitoring and mitigating security threats like abuse, spam, content violations, and misconfigurations.
Key capabilities:
With these features, admins can maintain secure sites with minimal effort, reduce risk, and improve oversight.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"44004513-4e41-f011-b4cb-7c1e525b5e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Review security scan recommendations in the security hub", "Investment area": "Administration and governance", "Business value": "Stay ahead of security risks with this feature in the security hub. It gives you a clear view of sites missing security scans, lets you trigger scans instantly, and enables you to share actionable recommendations with site owners. Protect your organization by addressing vulnerabilities before they become threats.
", "Feature details": "This feature provides security scan recommendations to help you identify and address risks across your Power Pages sites. You can view details of sites where the out-of-the-box security scan hasn't been run, trigger scans directly from the security section in the Power Platform admin center, and share recommendations with site owners or makers for action. Tenant admins can access tenant-wide security scan results in the overview page and drill into site-specific issues to see recommended fixes and resolution steps.
The feature is automatically available in the Power Platform admin center under Security > Overview. No additional setup is required.
To use this feature, navigate to the Security section in the Power Platform admin center, select the Overview page, open the Security Scan Recommendations section, and review the issue title, severity, impact summary, affected sites, and recommended remediation steps. You can also drill down into specific sites to see what triggered the issue, steps to fix it, and apply recommended fixes before re-running the scan.
This feature helps you identify misconfigurations before exploitation, reduces manual audits with automated recommendations, and strengthens governance and compliance across environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/28/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"efaf55f7-80fa-ef11-be20-7c1e5282477e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Enhance Power Pages security in new Power Platform admin center", "Investment area": "Administration and governance", "Business value": "The new Power Platform admin center experience gives you more ways to manage security. It gives you tailored security views for each product, so you see consistent and clear security information across all features.
", "Feature details": "Power Pages has a security view available in public preview since October 2023. The Security Hub in the Power Platform admin center is a one-stop solution for all admin security needs. We aim to extend the Security Hub to develop tailored, product-specific experiences that cater to the unique security needs of different products within the platform. These experiences align with the broader goals of the Security Hub, ensuring consistency and coherence across all security-related functionalities.
Ignite 2024: Product-specific experience in the Security Hub
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Enhance governance for non-production site visibility", "Investment area": "Administration and governance", "Business value": "This feature ensures your non-production sites stay secure by blocking public visibility changes without admin approval. You maintain compliance and data protection while giving makers the freedom to experiment safely.
", "Feature details": "Changing a non-production site’s visibility to Public is blocked by the system if governance policies in the Power Platform admin center are configured to prevent it. A notification also appears in Power Pages studio. Admins can manage this control at the environment level, including exceptions for specific sites. The Power Pages action center provides insights and recommendations to help admins proactively manage site visibility.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/20/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"92dbfa58-04bb-f011-bbd3-000d3a19ccb8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Manage external authentication providers with granular controls", "Investment area": "Administration and governance", "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.
", "Feature details": "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.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"581b2789-05bb-f011-bbd3-000d3a19ccb8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Disable external authentication providers in Power Pages", "Investment area": "Administration and governance", "Business value": "With this feature, administrators can control who accesses their Microsoft Dataverse data through Power Pages websites. By using this governance setting, admins block certain authentication providers and choose which authentication providers users can use in Power Pages websites for their tenants.
", "Feature details": "Currently, administrators can block anonymous access to Dataverse data through Power Pages websites in their tenants. Building on this capability, the new governance control lets admins block certain authentication providers and choose which authentication providers are allowed for all Power Pages websites in their tenants.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "12/15/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"ddd0c449-e352-ee11-be6f-00224827e576", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Configure site analytics and server logging", "Investment area": "Administration and governance", "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.
", "Feature details": "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.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"26cefd22-05ba-f011-bbd3-000d3a1516b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Improve site security with security scan", "Investment area": "Design studio", "Business value": "By running a security scan, you can improve your site's security by detecting and fixing weaknesses. A security scan protects your site from possible attacks and provides a safe online space for users.
", "Feature details": "Schedule a security scan to protect your site from threats. The scan uses static and dynamic security scanning to find weaknesses and possible threats to your site's stability. When you run the scan, it evaluates the security level of the site, generates a report with the results of the checks, and provides suggestions for what to do next.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/21/2024", "GA date":"10/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"4e301d18-b1f0-ee11-904c-000d3a55b688", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Enable payments on websites", "Investment area": "Design studio", "Business value": "By using Power Pages design studio, you can integrate payment service providers or a payment gateway with your Power Pages sites. This no-code solution enables you to accept payments.
", "Feature details": "Allow payments with a one-time setup. Install the required packages in the Set up workspace. Configure the keys that you get from the payment provider. To allow payments on a multistep form, adjust a toggle in Step settings and provide an amount in the field selection. This integration is PCI compliant and built with industry-leading payment providers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/17/2023", "GA date":"11/01/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f7365c33-7782-ee11-8179-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Configure authentication with security agent", "Investment area": "Design studio", "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.
", "Feature details": "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.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"375f781e-6b40-f011-b4ca-000d3a12de8b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Secure your site with context-aware security agent", "Investment area": "Design studio", "Business value": "The Power Pages security agent empowers makers to build secure, compliant websites without needing deep security expertise. By detecting vulnerabilities early, explaining risks in plain language, and enabling guided fixes directly within the design workspace, it reduces time to remediation and minimizes exposure to attacks. This not only strengthens overall site security and trust but also lowers operational costs by reducing manual reviews, dependency on specialized security teams, and downtime caused by misconfigurations.
", "Feature details": "The Power Pages security agent is an AI-driven assistant embedded directly in the security workspace. It's available to all makers with access to the security workspace and can be enabled or disabled through environment-level feature controls through the Power Platform admin center.
Once enabled, the security agent appears as a chat panel on the right side of the workspace. It operates by analyzing site metadata, authentication settings, security configurations, vulnerability scans, and Web Application Firewall (WAF) and Distributed Denial of Service (DDoS) status. It synthesizes this information into actionable insights, flagging missing security headers, misconfigured permissions, outdated settings, and risky authorization behavior.
Makers interact with the feature through natural language queries, such as “Scan my site,” “Fix critical issues,” or “Explain my security posture.”
The agent proposes remediation actions and explains, in simple terms, what the problem is and what the actions do. At every step, it requests explicit approval before making any change, and it confirms completion once each action is applied.
Integrated with OWASP ZAP, WAF, DDoS protection, and site configuration APIs, the agent helps makers manage their site’s security posture with clear, guided recommendations. It simplifies complex security tasks and makes advanced protection accessible and actionable for every Power Pages maker.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/10/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"008cffa1-9ebb-f011-bbd3-7ced8d1e92e2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/12/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Utilize Microsoft Entra External ID in Power Pages", "Investment area": "Design studio", "Business value": "When you use Microsoft Entra External ID as an identity provider in Power Pages design studio, you can set up the provider for your Power Pages sites. With Entra External ID, you get a low-code solution that lets you style the sign-in and registration pages to match your brand theme. It also supports multi-factor authentication and lets you integrate other identity providers.
", "Feature details": "Microsoft Entra External ID offers many options to customize your sign-in page, so it matches your website and brand theme. This feature provides authentication protection and supports integration with social identity providers and multifactor authentication. Creators can sign up for a free trial to try the experience before adding it to their Power Pages site. With user analytics features, users can track their activity.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/30/2024", "GA date":"05/01/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5aeacdf5-8ff2-ee11-904b-00224827e528", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Enhance OpenID Connect with encrypted token support", "Investment area": "Design studio", "Business value": "You can integrate with more secure identity providers to meet stricter security and compliance requirements. This helps you expand into high-trust scenarios and allows your organization to confidently use Power Pages for sensitive, external-facing applications.
", "Feature details": "This feature adds support for token-level encryption during authentication, allowing Power Pages to accept encrypted ID tokens in addition to signed tokens. It ensures secure claim transmission, improves compatibility with advanced identity providers, and strengthens overall authentication security without changing existing sign-in flows.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"2f598c0f-a6fd-f011-8406-7ced8ddcc3f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Use contextual copilot to add a page to your Power Pages site", "Investment area": "Design studio", "Business value": "You can save time and effort when you create new web pages by describing the page you want to create using natural language directly in your workflow. Copilot generates the page for you.
", "Feature details": "Copilot uses natural language to help you reach your goals in Power Pages. With this feature, you can use Copilot directly in your workflow inside the Power Pages design studio. This capability is in addition to the existing functionality that generates webpages with Copilot through the sidecar in the Pages workspace.
Use contextual Copilot to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Unify Power Pages authorization by merging web role with Dataverse security role", "Investment area": "Design studio", "Business value": "You'll strengthen security and simplify user management by centralizing authorization in Dataverse. This means fewer redundant checks in Power Pages, reducing complexity and improving performance. Businesses gain consistent access control, enhanced auditing for compliance, and faster data operations, all without additional configuration or migration. The result is lower operational overhead, improved governance, and better scalability.
", "Feature details": "This feature merges Power Pages web roles and site users with Dataverse security roles and system users, creating a unified authorization model.
User Mapping:
C2 User.Role Mapping: Each Power Pages web role is represented in both the Security Role table and the Web Role table.
No Migration Required: Existing contact and web role records automatically sync with system user and security role tables.
Configuration: No changes required for makers; existing data security configurations remain intact.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Use Power Pages MCP server capabilities", "Investment area": "Power Pages Copilot", "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.
", "Feature details": "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.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/30/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"ad601e06-668d-f011-b4cc-7ced8d1ab86c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Improve website security with security copilot for Power Pages", "Investment area": "Power Pages Copilot", "Business value": "Security copilot enhances the robustness of Power Pages sites by offering critical insights into site security, aiding in the formulation of custom web application firewall (WAF) rules, and recommending further actions to fortify site security.
", "Feature details": "Power Pages lets customers build sites that are visible to the public. The security of these sites is critical for developers and administrators. With this feature, you can enhance site security with security copilot for Power Pages by enabling it from the security workspace in design studio.
Security copilot bolsters the security of Power Pages sites by:
Some web pages have long or complex content that takes site users a lot of time to read. With the new in-context Copilot for Power Pages, you can summarize the content in your web pages. This feature makes it easier for your site's users to consume the content.
", "Feature details": "The new in-context copilot capabilities in Power Pages give your site's users an AI-generated summary of your webpages. With these summaries, users can quickly review the main points and gather the most important information from your webpages without reading the entire page. Your site's users can also copy the summary copilot creates to share or cite it. This feature is on by default for new sites, but you can turn it off. You can also turn on this feature for your existing Power Pages sites from the setup workspace.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/31/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"ca2c68d1-eb52-ee11-be6f-000d3a4e0eeb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Filter data lists using natural language", "Investment area": "Power Pages Copilot", "Business value": "This feature lets site users quickly locate relevant data using natural language, minimizing manual filtering and boosting productivity. By streamlining the data discovery process, it improves both user satisfaction and operational efficiency.
", "Feature details": "You can filter data in Power Pages data lists by typing natural language queries, like \"show tasks due next week\" or \"tasks created by John in May.\" The system interprets your query and applies the right filters, so you don't need to learn complex syntax.
This feature is enabled by default for new lists. For existing lists, follow these steps to turn it on:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Get answers from website data using copilot", "Investment area": "Power Pages Copilot", "Business value": "Website users can save time by using Copilot to get information and insights from your website in one place, without manually searching the site.
", "Feature details": "When you configure a copilot chatbot, website users can use natural language to get information and insights through a structured data search of tables that follow the roles and permissions you set.
For example, a website user signs in to a customer service website and asks for the status of their open case. The chatbot gives the user the current status and a link to their open case.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"01a2b2f6-f534-ee11-bdf4-000d3a14a9c1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Use Dynamics 365 portals with Bootstrap 5 and enhanced data model", "Investment area": "Professional developer experiences", "Business value": "Accelerate your Dynamics 365 portal deployment with an enhanced data model and Bootstrap 5. The enhanced data model enables faster setup and improves ALM, while Bootstrap 5 delivers an improved user experience.
", "Feature details": "The customer self-service, employee self-service, partner, and community Dynamics 365 site templates now support the enhanced data model and Bootstrap version 5. These updates deliver faster provisioning, improved user experience, enhanced ALM with solution awareness, and better site usability.
To enable these new features, go to the Environment tab under the Manage section in the Power Platform admin center and turn on the Switch to enhanced data model toggle.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ac44538d-c4bb-f011-bbd3-00224826f73c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Manage site settings with environment variables", "Investment area": "Professional developer experiences", "Business value": "Currently, Power Pages application lifecycle management (ALM) doesn't support assigning different site setting values for different environments when you deploy site data by using solutions in the enhanced data model. To address this gap, we’re introducing environment variables for storing site setting values and supporting ALM.
This feature is a highly requested capability from our customers.
", "Feature details": "When you deploy site data with solutions in the enhanced data model, this feature enables admins and makers to define and manage site setting values for different environments. While the standard data model relies on deployment profiles, the enhanced data model enables dynamic configuration of environment-specific settings through environment variables.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/03/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"38e10775-0792-ef11-ac20-7c1e524666d3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Migrate existing sites to Bootstrap version 5", "Investment area": "Professional developer experiences", "Business value": "Customers can migrate their existing sites to Bootstrap version 5 with the migration tool. The tool automatically converts the site's code. It also gives customers the ability to report changes and modify the code.
", "Feature details": "Bootstrap is a popular Cascading Style Sheet framework. It gives developers a powerful and extensible front-end toolkit. Bootstrap version 5 includes improved user experience (UX) features and new components, such as accordion, offcanvas, and RTL support. To migrate your site, use Microsoft Power Platform CLI and the migration tool.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/15/2023", "GA date":"01/31/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"20b728ea-d0f0-ee11-904c-000d3a4fe8f7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Detect and address vulnerabilities using the Power Pages code security scan", "Investment area": "Professional developer experiences", "Business value": "Enhances application security and reduces risk by empowering developers to identify and fix vulnerabilities during development.
", "Feature details": "As part of this feature, Power Pages includes integrated code security scanning capabilities. Professional developers get a powerful tool to proactively identify and fix potential vulnerabilities within their applications. This built-in functionality streamlines the development process by embedding security checks directly into the Visual Studio Code development environment. It reduces the need for external tools and manual reviews.
By using Code QL, a powerful static analysis engine, the feature enables advanced vulnerability detection by querying code for known patterns of security issues. Developers can detect problems like injection flaws, insecure configurations, and sensitive data exposures early in the development lifecycle.
By catching issues early, this integration helps minimize security risks, ensures compliance with organizational and industry standards, and accelerates time to market.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/31/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"06455774-4341-f011-b4cb-7c1e5247028a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Build Power Pages sites faster with AI coding tools", "Investment area": "Professional developer experiences", "Business value": "Pro-developers can now accelerate Power Pages site development by leveraging AI that truly understands the platform. Unlike generic generative AI code generation tools, these skills are purpose-built for Power Pages; it comprehends web roles, table permissions, web APIs, and other platform-specific components out of the box. This deep integration means fewer iterations, less manual correction, and faster time-to-production.
", "Feature details": "The Power Pages skills for agentic AI coding tools introduce first-party AI-assisted site generation directly within your development workflow. These skills enable you to:
These skills integrate with generative AI code generation tools, allowing you to describe your site requirements in natural language and receive contextually accurate code that aligns with Power Pages architecture and security patterns.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "02/28/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"67b60f11-befd-f011-8406-000d3a1bee61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Enable secure server-side logic in Power Pages", "Investment area": "Professional developer experiences", "Business value": "This feature empowers you as a developer or maker to build more secure, scalable, and integrated websites without relying on complex client-side workarounds. By moving logic to the server, organizations save development time, reduce security risks, and simplify API integrations. This leads to faster delivery of robust solutions, lower maintenance costs, and improved compliance with data protection standards.
", "Feature details": "Now Power Pages makers can securely execute server-side JavaScript within their sites. This feature enables integration with external services, advanced data operations, and custom business logic without exposing sensitive credentials in client code.
This feature is available for makers to write and publish the server code to use as API in the client side.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/13/2025", "GA date":"04/06/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9965ca2b-02ba-f011-bbd3-000d3a1516b2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Control Power Pages components using client APIs", "Investment area": "Professional developer experiences", "Business value": "This feature empowers you to create richer, interactive Power Pages experiences without complex server-side logic. By using client-side APIs for forms, lists, and authentication, you’ll customize faster, control UI dynamically, and handle real-time data with ease. This means delivering tailored experiences, improving usability, and accelerating development, all while keeping your sites secure and consistent.
", "Feature details": "Developers often depend on custom JavaScript and fragile Document Object Model (DOM) manipulation to hide fields, update values, or trigger actions, an approach that easily breaks when page structures change, drives up maintenance costs, limits scalability, and leads to inconsistent experiences. Power Pages Client APIs address these challenges by offering stable, documented, and supported methods to interact with components, reducing risk, improving maintainability, and accelerating development.
The Power Pages Client APIs (Preview) provide a JavaScript interface for controlling UI components and performing operations on your Power Pages site.
Key features include:
These APIs allow you to dynamically update UI elements, manage data, and create tailored user experiences without reloading the page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/01/2025", "GA date":"07/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"89552a58-f2bd-f011-bbd3-0022482e27fc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Build modern single-page applications", "Investment area": "Professional developer experiences", "Business value": "You can now build modern, interactive web applications faster using familiar front-end frameworks. This reduces development time and costs while giving you the flexibility to create highly customized user experiences that integrate seamlessly with your existing Power Platform investments.
", "Feature details": "Power Pages supports creation and deployment of single-page applications (SPAs), letting you build fully customized, high-performance web experiences using familiar front-end frameworks like React. You can create modern, component-driven interfaces that integrate with Power Pages while leveraging the platform's security, data integration, and hosting capabilities.
SPA support enables a code-first development approach where you bring your own code and project structure, then deploy it directly into a Power Pages site. This feature works well for scenarios requiring highly interactive UI, real-time updates, or tailored user journeys. You can use tools like Power Platform CLI and Visual Studio Code for development and testing. You can also integrate SPAs with Dataverse data and Power Pages Web APIs to enable dynamic content and secure back-end interactions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/31/2025", "GA date":"01/31/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"1f2b73d9-4153-f011-877b-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "1197f7de-0a44-ec11-8c62-00224829b77f", "Product name": "Power Pages", "Feature name": "Create and delete websites using Power Platform CLI", "Investment area": "Professional developer experiences", "Business value": "You can now create and delete websites with Power Platform command-line interface (CLI). With this capability, you can automate deployments and simplify application lifecycle management processes for Power Pages sites.
", "Feature details": "This feature introduces new commands to the pac pages CLI for directly managing Power Pages sites. These enhancements help developers be more productive and make operational workflows simpler.
Key capabilities include:
pac pages create-site. You can also add a website record ID to create a site from an existing configuration.pac pages delete-site.You can use these capabilities for site creation and deletion in Azure DevOps tasks and GitHub Actions. This setup lets you automate tasks in your CI/CD pipelines.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"24e7bdae-9753-ee11-be6f-00224827e5da", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Create AI flows in Power Automate", "Investment area": "Cloud flows", "Business value": "AI flows enable much more sophisticated automation of business processes. AI flows can simplify and accelerate the automation process by reducing the need for specifying the exact trigger and action sets to execute. This automation can adapt to changing scenarios and data sources by leveraging the AI runtime's intelligence and reasoning capabilities. It can handle complex and dynamic tasks that involve multiple steps, conditions, loops, branches, and integrations.
", "Feature details": "AI flows are a new type of automation that is authored, tested, and executed through an AI runtime. You specify just the intent of the automation and the AI chooses the correct set of actions in the correct order based on the input, context, and your intent.
You can author AI flows from the Create page or from the My flows page in Power Automate. When you give the system an intent, the AI generates suggested inputs/outputs and static flow values to use in the flow. These are items that the AI suggests. You can choose to accept or reject them and add your own inputs/outputs and flow values. In addition to inputs/outputs and flow values, the system also provides connectors and actions that it can use to achieve the intended automation goal. You can again choose to accept, reject, or add your own.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"9100ebe7-53ec-ee11-a204-002248255fa9", "GeographicAreasDetails":"", "Last Gitcommit date":"07/31/2024" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Admins control if flows are created in solutions by default", "Investment area": "Cloud flows", "Business value": "Cloud flows you define in Dataverse solutions simplify administration and application lifecycle for customers by allowing admins to use concepts like environment variables, connection references, and solutions. These cloud flows also help deliver great maker experiences, such as saving flows as drafts, publishing flows, and versioning flows.
", "Feature details": "When you add cloud flows to Dataverse solutions, you get many benefits. You can use features like environment variables and solutions that simplify deploying across environments. Solutions also provide a natural grouping that makes it easier to organize and manage many flows. Defining flows in Dataverse unlocks new functionality, such as support for drafts and versioning and cloud flow run history in Dataverse.
Currently, cloud flows default to creation outside of solutions in Dataverse. With this change, Power Platform administrators can choose whether to create cloud flows in solutions in Dataverse by default for each environment.
Turn on this feature with the following steps:
To add flows to solutions, use Solution explorer to add an existing flow to a solution, or use PowerShell to add many cloud flows into solutions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/21/2023", "GA date":"11/24/2024", "Public Preview Release Wave":"2022 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"57dde72f-1f54-ee11-be6f-6045bddb811f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Create generative actions in cloud flows", "Investment area": "Cloud flows", "Business value": "Instead of creating complex rules-based processes, work with AI to add intelligent activity orchestration to your cloud flow. You create intent-based generative actions where the large language model (LLM) reviews all available resources and dynamically chooses the best actions and sequence to reach your goal. This approach offers more dynamic automation and saves you time.
", "Feature details": "Generative actions use generative AI to reason over unstructured content. They determine the steps and sequences needed to achieve a process outcome, based on instructions and parameters you provide in natural language.
Creating a generative action in cloud flows involves the following steps:
Generative actions are flexible because they easily incorporate both structured and unstructured data. This flexibility helps when updating information resources. Their reasoning abilities make generative actions uniquely beneficial for building and maintaining complex process flows that handle conditions, exception management, and process loops.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/11/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"d6941d9b-461d-ef11-840a-0022482a027e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enable process mining integration in process map", "Investment area": "Cloud flows", "Business value": "Leverage seamless, one-click integration to harness process mining and instantly reveal route (variant) analysis within your process map, pinpointing slow or unreliable routes. This advanced visibility accelerates root cause detection and supports targeted efficiency improvements.
", "Feature details": "Access flow-centric health and performance metrics directly within the process map, and enable seamless, one-click process mining integration for advanced analysis. Built-in process mining provides instant variant analysis, allowing you to quickly identify slow or unreliable routes and uncover process variations.
Standard insights available without process mining integration:
Enhanced observability with process mining integration:
Technical information:
Enablement (basic insights):
Enablement (advanced insights):
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Share Process license capacity across workflows", "Investment area": "Cloud flows", "Business value": "Save costs, reduce management effort, and improve resource utilization by efficiently sharing capacity across multiple flows.
", "Feature details": "With flow groups, you can share Process license capacity across up to 25 cloud flows, optimizing license allocation and reducing costs for organizations operating higher-volume workflows that don't need their own dedicated capacity.
Prerequisites:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Generate descriptions for cloud flows using AI", "Investment area": "Cloud flows", "Business value": "Save time and effort managing your cloud flows with descriptions automatically generated using AI. With this addition, a description is generated for you automatically when editing the details of your cloud flow. This description helps you manage complex flows, create new ones, and use flows as actions in copilots.
", "Feature details": "When editing the details of a cloud flow, a description is generated automatically by using Copilot in Power Automate to summarize triggers and actions of the flow. You can adjust or change the generated description with your own or choose to keep the description up to date each time the flow changes. This capability helps with managing complex flows that might have been managed by others. It also quickly creates new flows with a useful description and ensures that it's available for flows with the 'Run a flow from Copilot' trigger that is used to run actions from copilots and other AI surfaces in Power Platform.
When editing a cloud flow with the 'Run a flow from Copilot' trigger, a prompt displays to confirm or adjust the generated description if a description isn't already set. For other cloud flows, the generated description is available when editing the description from the flow's detail page.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"08/28/2024", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"5f6542f1-45e2-ee11-904d-00224827e905", "GeographicAreasDetails":"", "Last Gitcommit date":"06/12/2024" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Improved Power Automate licensing dashboard", "Investment area": "Copilot for Power Automate", "Business value": "The enhanced licensing feature enables centralized visibility for administrators, cost optimization through better understanding of license and capacity utilization, and proactive management of licenses based on usage patterns.
", "Feature details": "The updates to the Power Automate licensing page in the Power Platform admin center include a new consolidated layout, additional details on license consumption, and other improvements to help administrators optimize their license costs and usage.
Updates include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Be more productive with Power Automate and Excel", "Investment area": "Cloud flows", "Business value": "The new Automate work button in Excel for the web makes it easier than ever to automate tasks and run processes from Excel running on Windows desktop and Mac devices. With this feature, users can automate repetitive tasks, reduce errors, and boost productivity with just a few clicks—all without leaving Excel. This feature makes it easy to respond to customers' needs and improves satisfaction.
", "Feature details": "This feature gives you access to prebuilt templates. With this feature, you can quickly and easily build workflows by using a native automation capability in Excel desktop on Windows and Mac. One example of a template is Monitor incoming emails to an alias in an Excel worksheet. Businesses can use this template to keep track of customer feedback in Excel.
This feature replaces the Automate a Task capability by adding an integrated experience in Excel. These capabilities are different from the flow add-in.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/13/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"96efc3c3-1c54-ee11-be6f-6045bddb811f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Quantify time and money savings delivered by automations", "Investment area": "Cloud flows", "Business value": "The savings feature helps automation owners and the Center of Excellence assess and share the return on investment (ROI) in their organization. The savings feature values their work and provides proof to support extra automation projects.
", "Feature details": "The savings feature provides the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/21/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Generate process maps for multi-flow automations", "Investment area": "Cloud flows", "Business value": "This feature visualizes end-to-end process dependencies. It reduces troubleshooting time and simplifies navigation through automation logs and connections. With this feature, you get quicker issue resolution and improved operational efficiency.
", "Feature details": "View and manage all flow dependencies in your multi-flow process. The process map management experience shows parent and child flows, desktop flows, and work queues.
With end-to-end observability through a process-centric view of all automation logs, you can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Monitor performance for cloud and desktop flow activities in Automation Center", "Investment area": "Cloud flows", "Business value": "With a central consolidated view, you can monitor and understand the executions across cloud and desktop flows.
", "Feature details": "With this feature, you get a single view to understand automation performance across your cloud and desktop flows. Use this feature to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Restore accidentally deleted flows", "Investment area": "Cloud flows", "Business value": "With the introduction of the ability to restore accidentally deleted flows directly from the portal, organizations gain a powerful tool to maintain business continuity and minimize operational disruptions. This feature allows flow owners, co-owners, and environment administrators to recover deleted flows quickly and easily within a set timeframe. This recovery process eliminates the need to contact customer support for assistance. As a result, your teams can save valuable time, reduce downtime, and avoid the costs and inefficiencies associated with recreating lost automations.
", "Feature details": "This feature enables users to restore accidentally deleted flows directly from the portal, provided the restoration occurs within the designated timeframe. This capability is available to flow owners, co-owners, and environment administrators.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"35a68e19-3dfd-f011-8406-000d3a1be7bf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use your own key to encrypt data at-rest for environments", "Investment area": "Cloud flows", "Business value": "With this capability, customers in regulated industries and regions can meet their data protection, privacy, compliance, and security requirements and policies.
", "Feature details": "Use your own encryption key from your Azure Key Vault to protect an environment's data at rest, including existing Power Automate flows in the environment.
When the admin applies the CMK (customer-managed keys) enterprise policy to protect an environment from the Power Platform admin center, Power Automate protects existing flows in the environment. Also, new flows that you create in the environment automatically have CMK protection.
With this feature, Power Automate fully supports CMK, so you can protect Power Automate and comply with your company security and privacy policy requirements.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/15/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"eab04909-1cc9-ed11-b597-00224827ed84", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use undo and redo while you build cloud flows in the designer", "Investment area": "Cloud flows", "Business value": "With undo and redo, you can confidently build flows with Copilot or experiment with changes, knowing you can undo any action.
", "Feature details": "You can undo a change you make to your flow manually or through Copilot. If you change your mind, use redo to restore the change you removed with undo.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/24/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8b6e2a03-78e1-ee11-904d-000d3a55bb34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "View property value expanded inline in the new cloud flow designer", "Investment area": "Cloud flows", "Business value": "You can be more efficient when authoring or debugging flows by using the inline view to examine property values from multiple steps at once without needing to select each step separately.
", "Feature details": "Makers automatically turn on this feature.
You don't need technical knowledge to use this feature. When you add an action, you can view property values for multiple steps at design time or output values for multiple steps at runtime. The feature shows all that information inline by default.
Without inline view, you need to select each card individually to view the value for a step in the side pane. You need to select the next card to view the value in the side pane. You can't view and compare multiple values at the same time.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"21aab2f2-400b-f011-bae3-7c1e527f320c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Connect to environments from the Dataverse connector", "Investment area": "Cloud flows", "Business value": "You can create flows that combine data and perform operations across different Microsoft Dataverse databases.
", "Feature details": "Currently, to connect to environments outside of the current environment, you must use the Microsoft Dataverse (legacy) connector. With this feature, you can connect to other environments from the Microsoft Dataverse connector's actions.
To set the Environment parameter dynamically instead of selecting a specific environment, select Enter custom value at the end of the Environment parameter selector. Provide the root URL of a Power Platform environment in the format https://<yourenvironmentid>.crm.dynamics.com/. You can provide the URL as a string, expression, environment variable, or as dynamic content from the trigger or other actions in the flow.
To get the root URL of an environment, open the details page of the environment from the Power Platform admin center.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/12/2023", "GA date":"11/03/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"eeaeb670-d462-ee11-be6e-000d3a574bff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Create and edit expressions with Copilot", "Investment area": "Cloud flows", "Business value": "You can create, edit, and fix your Power Automate expressions by indicating your requirements in natural language. By using this feature to invoke Copilot, you save a lot of time building expressions manually.
", "Feature details": "Before this feature, you needed to write complex expressions in your cloud flows in Power Automate to process data or to do conversions, manipulation, or comparison. With this feature, you can create complex expressions or edit your existing expressions simply by submitting natural language prompts to Copilot in Power Automate.
You need Copilot access in your tenant to use this feature. Turning off Copilot also turns off this feature.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/10/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"67b84806-48f8-ee11-a1fd-6045bdd6d499", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Debug easily into condition actions at runtime", "Investment area": "Cloud flows", "Business value": "You can save time debugging your complex condition action by displaying the values passed to dynamic content and the output of the expressions used in the condition action.
", "Feature details": "When a condition action runs in Power Automate cloud flows, it returns only true or false as the final output. If the condition action doesn't run as expected, especially with complex condition logic that uses multiple dynamic content and expressions, it can be hard to debug the execution process. This feature simplifies the debugging experience for the Condition action after your flow runs. You can see detailed results for each row in a condition action, including the values in dynamic content and expressions, so you can find which part of the condition didn't work as expected.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Fix save errors in your cloud or agent flow with Copilot", "Investment area": "Cloud flows", "Business value": "You can save time when you get help from Copilot to fix a cloud or agent flow save error. With the time you save, you can focus on building instead of troubleshooting.
", "Feature details": "Diagnosing save or publish errors can disrupt your workflow. To help with this disruption, we’re bringing our proven runtime troubleshooting experience to design time.
When you save or publish a flow, whether you're building an agent flow in Microsoft Copilot Studio or a cloud flow in the Power Automate portal, Copilot is just a click away. If an error occurs, an Assist me button appears in the message bar. Select the button to open the Copilot pane, where Copilot reviews your flow and the error details. It gives you clear, step-by-step guidance to resolve the issue so you can get back to building faster.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"eb21edf1-0527-f011-8c4e-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Improve usability with visuals in expression editor", "Investment area": "Cloud flows", "Business value": "You can save time when you view and edit complex expressions by using visuals like color coding and automatic tab spacing. You no longer need to spend time navigating through obscure data to find what you need.
", "Feature details": "Currently, expressions appear as obscure text with no color coding. Because you can have complex expressions without parentheses guidance, it can be difficult to find your way while editing an expression. Also, you manually indent expressions by entering spaces and new lines to make your expression readable. The expression editing space is limited to five lines, which doesn't work well with long, complex expressions.
With this feature improvement, you can access color coding in expression editor so you can visually discern functions with static values. As you build the expression, you can easily indent your long expressions by pressing Enter, which inserts appropriate tabbing. When you select a function parenthesis (opening), the closing parenthesis highlights. Conversely, when you select a closing parenthesis, the opening parenthesis highlights. The expression editor space now extends to 10 lines to facilitate long expressions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"67cecb72-9f1f-f011-998a-6045bdf03fcb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Quickly find connectors for cloud flows, AI capabilities, and tools", "Investment area": "Cloud flows", "Business value": "You can search for and quickly find the connectors you want in cloud flows. You can also easily access AI capabilities and built-in tools to build your flow.
", "Feature details": "When you select the plus sign (+) for an action in the designer, the action configuration pane opens. The pane lets you search and browse for connectors and actions. Currently, it's difficult to find the connector you want because you can't access your favorite or frequently used connectors or the most common built-in tools of a flow. With this feature improvement, you can favorite any connector or action. The Add an action pane shows your favorites by default under the Favorites section. You can quickly access AI capabilities in the product under the AI capabilities section. You can quickly leverage building blocks or built-in tools like Control, Data operation, JSON, and more, under the Built-in tools section.
This feature improvement to the Browse connectors action pane in cloud flows makes it more accessible and efficient while you add artifacts to your flow.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"395c6222-bb85-ef11-ac20-7c1e525896e4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Save flow for future retrieval with designer resiliency", "Investment area": "Cloud flows", "Business value": "You don't risk losing your changes when there are flow errors or during an outage. This feature saves you time by preventing the need to recreate work lost during an outage. It also saves your organization money because it can allocate resources to fixing outages instead of taking time away from flow makers.
", "Feature details": "The new designer automatically saves a copy of the flow to browser storage when it can't save the flow, even if there are errors. This capability is useful in two situations. First, when the underlying service is unavailable, makers can avoid losing unsaved changes when they exit their flows. Second, for non-solution flows that don't have the Save draft functionality, you can exit your flow with errors and return later to fix the errors and save the flow.
A banner appears on the designer to notify you when the designer saves the flow copy to the browser's storage. You can now exit your flow.
When you return to the flow in the designer, the previously saved version loads by default. You can recover the unsaved copy through the Recover button on the banner.
You can fix errors in this copy of the flow. If you don't save this copy, the flow uses the previously saved version when you reload the tab. When you save the copy, you replace the previously saved version. Saving the copy also clears the browser storage because there are no unsaved changes to the flow.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b4c93937-eb04-f011-bae3-7c1e52492fd7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Streamline workflow creation with the next best action", "Investment area": "Copilot for Power Automate", "Business value": "A new AI-powered suggestion feature in Power Automate for desktop gives you the next best action for your workflow creation. It constantly analyzes your workflow and suggests the most appropriate action. When you use this feature, you can automate repetitive tasks faster and more efficiently. You free up time to focus on higher-value work.
", "Feature details": "The next best action suggestion feature streamlines the automation process. It makes it easier for you to create and automate workflows without needing extensive flow creation knowledge.
With this feature, you can create more complex workflows with ease. The feature suggests the next action that fits the context of the current workflow and the actions you already added.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/29/2024", "GA date":"04/10/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"51be19ae-2231-ee11-bdf3-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Transform scripting using AI-driven natural language", "Investment area": "Copilot for Power Automate", "Business value": "By using natural language and AI to generate code for scripting actions in Power Automate for desktop, you can enhance efficiency and save valuable time and resources. With this capability, you can describe your desired scripts, and AI automatically generates the necessary code. By streamlining your flows automation, you reduce the time and effort needed to write code for simple tasks, such as running PowerShell, VB, CMD scripts, or executing SQL statements.
", "Feature details": "Natural language to code is a new AI capability in Power Automate for desktop that quickly generates code for scripting actions through a description. This capability is available in the Run PowerShell, Run VBScript, Run DOS command, Run Python, and Run JavaScript actions. Simply describe what you want to achieve, and the tool generates the script for you. With this feature, users who aren't familiar with scripting languages can easily automate their tasks.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/12/2023", "GA date":"04/10/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d01f6068-1c31-ee11-bdf3-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Troubleshoot Copilot in cloud flows designer", "Investment area": "Copilot for Power Automate", "Business value": "Copilot can now help you troubleshoot flow errors by giving you guidance and fixing the errors for you. You can accept the changes or go back to the original version and modify the flow as needed.
", "Feature details": "Troubleshooting Copilot helps users fix errors in their cloud flows. It suggests corrections for issues that come up during authoring and debugging. Users can apply these corrections to fix their flow in the Power Automate designer.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/09/2025", "GA date":"09/15/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"da06cb8d-952d-ef11-840a-6045bdd5818c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Copilot provides more accurate answers to questions", "Investment area": "Copilot for Power Automate", "Business value": "Copilot gives better and more accurate answers to your questions.
", "Feature details": "Before this feature, Copilot sometimes gave you an answer that it made up. For example, if you asked how to write an expression, Copilot might have given you an answer with a function that doesn't exist. With this feature, Copilot uses improved methods to ground its answers in the documentation, so it answers your questions more accurately.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/02/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"de1b4568-976c-ef11-bfe3-002248307cf6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use Copilot to analyze automation activity", "Investment area": "Copilot for Power Automate", "Business value": "Improve your monitoring story by simply asking the copilot in natural language about past flow runs, machines, and other related data. This feature provides advanced operational visibility without the need to build and deploy custom reports with a predefined set of queries and reports. The copilot might derive insights you wouldn't uncover otherwise.
", "Feature details": "Administrators, CoE teams, business users, and makers with access to flow run histories can query past runs in natural language across their environment. They can ask, for example, how many flows ran yesterday on which machines or groups, what the success rate looked like, and how they compare to last month. Ask questions about recent runs, their durations, volumes, failures, failure frequency, machines, machine groups, parent flows, and much more.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/06/2023", "GA date":"04/10/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"93027440-1d31-ee11-bdf3-000d3a1b4574", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Regenerate a variation of a flow in Copilot", "Investment area": "Copilot for Power Automate", "Business value": "In Power Automate, the Copilot creating wizard helps you design and build flows with AI assistance. You describe your desired flow, and Copilot generates a preliminary version of the flow. If the initial version isn't satisfactory, you can ask Copilot to regenerate a different variation of the flow. With this feature, you can explore alternative designs and find the best solution for your needs.
", "Feature details": "Before this feature, Copilot recommended a flow after you described what you wanted. You had to accept the recommendation or update your query to regenerate. With this feature, you don't need to update your query. Select Regenerate to create a new variation. You can choose from different variations.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/26/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"09299438-966c-ef11-bfe3-002248307cf6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use natural language to create a flow in Teams", "Investment area": "Copilot for Power Automate", "Business value": "This feature helps you create a flow in Teams when the Workflows app doesn't have a template that fits your scenario. To use this feature, enter a prompt that describes what you want the flow to do. The feature generates your flow. You no longer need to start from scratch.
", "Feature details": "With this feature, you can use natural language to create a flow from scratch when the Workflows app in Teams doesn't have a template for your specific scenario. The feature uses AI to generate and suggest a flow based on your input. You can edit your prompt to generate a new flow suggestion. Use this feature to remove the guesswork from creating a flow when you don't know where to start.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/13/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"5654a27b-98e1-ee11-904d-00224827e905", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Maximize your productivity with generative answers", "Investment area": "Copilot for Power Automate", "Business value": "With Copilot, you can ask product-related questions in natural language and get prompt, precise answers. You don't need to spend time searching or wait for support responses. This feature boosts your productivity and helps you stay focused while developing your flows.
", "Feature details": "With Copilot's generative answers, you can easily find the information you need to create and manage your flows and any other aspect of Power Automate for desktop. The Power Automate for desktop UI integrates the generative answers into both the console and the designer, so you can easily access and use them. Just type your question in natural language, and Copilot gives you the most relevant information from the documentation. To use it, select the Copilot icon in the console or designer UI and start getting answers to your questions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/12/2023", "GA date":"04/10/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"4a1ef432-1d31-ee11-bdf3-002248255405", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Get increased accuracy in responses from Copilot", "Investment area": "Copilot for Power Automate", "Business value": "You can ask Copilot questions related to Power Automate documentation and your flows, or ask Copilot to edit your flow. Copilot now understands your intent more accurately. This improvement boosts your productivity and helps you find answers quickly while building your flows.
", "Feature details": "Before this feature, Copilot sometimes misunderstood your intent when you chatted with it in the designer. For example, when you ask a question, Copilot shouldn't update your flow. With this feature, you get improved accuracy for Copilot to understand your question and intent.
The following list includes more benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Generate flow description using AI", "Investment area": "Copilot for Power Automate", "Business value": "You can now create a flow description with one press of a button. You don't need to open the flow or read the actions inside it.
", "Feature details": "In Power Automate for desktop, open the console, go to the My flows tab, and find the flow you want to describe. Go to the flow properties, select the general flow properties tab, and select Let Copilot create description. Copilot analyzes your flow and creates the description.
You can also create a flow description in the portal. Find the desktop flow you want to describe, select Details from the flow menu, select Edit in the details section, and select Let Copilot create description.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/25/2024", "GA date":"04/10/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"6dcb0237-ebcb-ee11-9079-00224827e5da", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze cloud flow runs with Copilot", "Investment area": "Desktop flows", "Business value": "Copilot in the automation center gives you a versatile experience. You can ask about cloud and desktop flow activities, work queues, and Power Automate features. With natural language questions, you can easily understand flow trends, statuses, and performance.
", "Feature details": "The automation center is available in the Power Automate portal. It offers a comprehensive automation monitoring experience that uses the power of AI.
Copilot can answer cloud flow run history questions, such as:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Integrate Power Fx with Power Automate for desktop", "Investment area": "Desktop flows", "Business value": "Create automation flows with Power Fx scripting. Power Fx supports both no-code makers and professional developers, so diverse teams can collaborate efficiently and save time.
", "Feature details": "Power Fx is a low-code language for expressing logic across Microsoft Power Platform. It's a general-purpose, strongly typed, declarative, and functional programming language expressed in human-friendly text. Makers can use Power Fx directly in an Excel-like formula bar or Visual Studio Code text window. Its concise and simple nature makes common programming tasks easy for both makers and developers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/18/2023", "GA date":"11/12/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"4178db64-a117-ec11-b6e6-000d3a184c95", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Integrate cloud connectors into desktop flows via the Assets library", "Investment area": "Desktop flows", "Business value": "Direct integration of Power Platform connectors into desktop actions streamlines the flow creation process. This integration reduces logical loops and makes the process more efficient.
", "Feature details": "In addition to the connectors that were previously available, Power Automate now directly provides the following connectors for desktop flows:
The next phase unlocks all connectors for direct use within desktop flows. This enhancement reduces logical loops, minimizes flow creation time, and supports all action capabilities for Power Platform connectors.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/22/2024", "GA date":"11/12/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"01285c82-ba50-ee11-be6f-000d3a55bb34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enable endpoint filtering for secure UI automation", "Investment area": "Desktop flows", "Business value": "Endpoint filtering in Power Automate for desktop is for businesses and individuals who need secure and efficient task automation. By specifying which applications and websites your automation scripts can access, you ensure precision and enhance security. Avoid accidental interactions with unauthorized endpoints, giving you peace of mind and reliable automation results. Streamline your desktop flows while protecting your data and systems with endpoint filtering.
", "Feature details": "Endpoint filtering in Power Automate for desktop adds control and security to your automation tasks. As an admin, use the existing Data Loss Prevention (DLP) feature in Power Automate to apply endpoint filtering. Create an allowlist of applications and websites that your automation scripts can interact with, or create a blocklist of applications and websites to restrict.
This feature targets UI and browser automation actions, so your automation follows your organization's policies. Power Automate for desktop checks endpoint filtering the same way it verifies DLP policies. Use endpoint filtering to tightly manage which endpoints are accessible, so you enhance the precision and security of your automation workflows.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/22/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"60232f62-6fd9-ef11-a730-7c1e52687e75", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze desktop flow runs with Copilot", "Investment area": "Desktop flows", "Business value": "Get the most out of your automation with the automation center in the Power Automate portal. Copilot's AI-powered analysis helps you focus on high-impact desktop flows by providing insightful run-history trends and failure identification.
", "Feature details": "Copilot in the automation center gives you a versatile experience. With it, you can ask about cloud flow and desktop flow activities, manage work queues, and explore different Power Automate features.
Copilot can answer questions like:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use machine to credential mapping in desktop flow connections", "Investment area": "Desktop flows", "Business value": "In many organizations, each machine needs a unique user session. Because of this requirement, these organizations can't use machine groups. Use a list of credentials when you need unique credentials for each machine. For organizations that want to use automations that run on agent machines, you can't define a mapping between machines and agents. Use a list of credentials to enable an attended automation for the machine that uses the right agent.
", "Feature details": "With this feature, you can define lists of credentials and use them in desktop flow connections. You can specify which machines in the list can use these credentials. When you use these credential lists as authentication credentials in desktop flow connections, you get the same credential management benefits, such as:
During the public preview, you can map only CyberArk credentials.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/20/2025", "GA date":"09/16/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"30563d42-d4db-ee11-904d-000d3a574bff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Configure Entra hybrid join for hosted machine groups", "Investment area": "Desktop flows", "Business value": "Microsoft Entra hybrid join with custom virtual networks (VNETs) and hosted machine groups lets your hosted machine group bots enroll in both your on-premises Active Directory (AD) and Microsoft Entra ID. Use this feature when automation requires authentication with an AD account or when you need to manage devices with Group Policy (GPO).
", "Feature details": "This feature supports joining hosted machine group bots to both on-premises Active Directory (AD) and Microsoft Entra ID when you use custom virtual networks (VNETs).
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Build better forms with integrated Power Apps", "Investment area": "Desktop flows", "Business value": "Organizations increasingly need richer dynamic input forms and responsive user interactions within attended automations. Today, desktop flows rely heavily on custom prompts or UI automation surfaces, which limits complexity, slows execution, and creates reliability risks. Enabling full Microsoft Power Apps experiences inside desktop flows delivers a major step forward in how users interact with attended robotic process automation (RPA). This feature reduces cost and complexity, eliminates brittle UI instrumentation, and provides a cohesive Power Platform–native form experience that can run locally during automation execution.
", "Feature details": "With Integrated Power Apps, makers can now:
This feature enables the following scenarios:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use Power Platform environment variables in desktop flows", "Investment area": "Desktop flows", "Business value": "Retrieve Power Platform environment variables directly through their desktop flows without the need to pass them as inputs to the flow.
", "Feature details": "A new Power Automate for desktop action enables you to retrieve Power Platform environment variables through your desktop flows. This action fetches all environment variables currently available in the Power Platform environment containing the desktop flow so you can pick one to use in your flow. The variable's value dynamically resolves during runtime based on the value that the environment variable is configured to have in that environment.
This action is useful in cases where your flow needs to be adjusted based on the environment it runs in, without having to modify the flow content. It's also especially helpful in cases where retrieving environment variables has been impossible due to the use of managed environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/24/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"5e6e911f-5cc7-ee11-9079-00224827e220", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Set screen resolution for unattended desktop flow runs", "Investment area": "Desktop flows", "Business value": "Screen resolution inconsistencies often lead to automation failures. These inconsistencies disrupt workflows and increase troubleshooting efforts. When you set flow-specific resolution and DPI settings in Power Automate for desktop, you ensure consistent performance and reduce errors. This feature enhances the reliability and efficiency of your automated processes. It minimizes disruptions and troubleshooting efforts.
", "Feature details": "The resolution setting for unattended runs in Power Automate for desktop enables you to set screen resolution and DPI settings directly in each flow's properties. You can define and apply exact resolution settings that fit your automation needs.
Key capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Monitor, manage your automations and related assets", "Investment area": "Desktop flows", "Business value": "The automation center gives you a rich set of tools to monitor automation across Power Automate flows, enhanced with AI and Copilot. It offers deep monitoring and troubleshooting features for both experienced makers and citizen developers, as well as members of the Center of Excellence.
", "Feature details": "With top-level automation monitoring, you get an end-to-end view of your automation status. The dedicated work queue monitoring area helps you track SLA attainment, average processing time, and work queue details.
The automation center includes a multiskilled copilot that users can ask questions about cloud flow and desktop flow activity, work queues, and features of Power Automate.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/21/2024", "GA date":"01/20/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"0d7fa453-1dca-ed11-b597-00224827ed84", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze work queue data with Copilot", "Investment area": "Desktop flows", "Business value": "The automation center in the Power Automate portal gives you comprehensive AI-powered automation monitoring. Copilot answers questions about work queue statuses and handling times. With these insights, you can improve processing throughput and resiliency, and prevent SLA breaches.
", "Feature details": "Copilot in the automation center gives you a versatile experience. You can ask it about cloud flows, desktop flows, work queues, and other Power Automate features.
Copilot answers work queue questions, like:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Modify desktop flows using natural language with Copilot", "Investment area": "Desktop flows", "Business value": "The Copilot feature in Power Automate for desktop will greatly benefit makers by making flow modifications more intuitive and efficient. With the ability to use natural language commands to add, remove, or edit actions, users can streamline their workflow and save time. Copilot will improve productivity and reduce the learning curve for new users.
", "Feature details": "The Copilot feature in Power Automate for desktop will allow everyone to easily modify their flows using natural language commands. Users can add, remove, or modify the properties of one or more actions within the designer experience. This feature will greatly improve workflow efficiency and reduce the learning curve new makers. With Copilot, users can easily make flow modifications without needing to navigate complex menus or learn specific syntax.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/28/2024", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"cba142f6-b750-ee11-be6f-6045bdebe084", "GeographicAreasDetails":"", "Last Gitcommit date":"10/09/2023" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use your voice to interact with Copilot", "Investment area": "Desktop flows", "Business value": "The voice command functionality for Copilot in Power Automate enhances productivity by allowing hands-free interaction for creating desktop flows. You can dictate automation steps in natural language to streamline the setup of complex workflows. With this intuitive interface, businesses can automate repetitive tasks more efficiently and improve operational efficiency.
", "Feature details": "The voice command functionality for Copilot in Power Automate enables you to create and manage desktop flows with natural language spoken through a microphone. Select the microphone icon in the lower right corner of the Copilot side cart to turn on voice commands. You can start dictating automation steps without using your hands. When you're done, select the stop icon. Your prompt is automatically entered in the Copilot prompt screen, where you can review and edit it if needed before submitting. This feature reduces manual input, saving time and effort. It enhances Copilot's versatility and user-friendliness, which leads to improved productivity and streamlined operations.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/03/2025", "GA date":"04/10/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"958b5a5c-4b85-ef11-ac21-6045bdd5a954", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Secure credential retrieval in Power Automate for Desktop", "Investment area": "Desktop flows", "Business value": "This feature enhances security and ease of use by letting you securely get and manage credentials within your desktop flows. It removes the need to pass credentials manually, so it reduces the risk of exposure and simplifies workflow processes.
", "Feature details": "The new Get Credential action in Power Automate for the desktop enables you to securely retrieve and use credentials directly within your desktop flows. During the preview phase, this action supports credentials that you create through CyberArk. You can access these credentials in the specified section of the Power Automate portal. This feature keeps your credentials secure and follows best practices for data protection.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/12/2024", "GA date":"04/10/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d5f5ef3a-c280-ef11-ac21-7c1e520a09df", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use certificate-based authentication in desktop flow connections", "Investment area": "Desktop flows", "Business value": "This feature enhances security by allowing you to use certificates stored in Azure Key Vault to connect to Windows sessions on desktop flow machines. Certificate-based authentication credentials can meet multifactor authentication (MFA) requirements.
", "Feature details": "Create a credential:
Use credentials with CBA:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "View progressive logging for desktop flows", "Investment area": "Desktop flows", "Business value": "This feature enhances troubleshooting efficiency when desktop automation is stuck or slow. Near real-time logging allows for tracking the progress of desktop automation at a granular level, without having to wait for the process to complete.
", "Feature details": "The solution sends logs to the cloud progressively, without waiting for the entire automation process to complete. This capability enables quicker troubleshooting by helping you determine why automation takes longer than expected or if the process gets stuck at a particular step.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/27/2025", "GA date":"01/27/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8b063d99-e480-ef11-ac21-000d3a157dd7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Self-heal UI and browser automation actions at execution with AI", "Investment area": "Desktop flows", "Business value": "This feature is for Power Automate for desktop users who automate UI and web interaction scenarios. It improves success rates and handles cases where the automation can't find UI elements.
", "Feature details": "When users allow it, the feature uses AI to find elements on the screen during execution. The feature uses the repaired selector in future runs. You can disable this optional feature if you prefer.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Schedule desktop flows directly", "Investment area": "Desktop flows", "Business value": "Today, scheduling a desktop flow requires an indirect and complex setup: users must create a cloud flow with a schedule trigger, connect it to their desktop flow, and configure the machine or machine group separately. This process increases friction, introduces duplication, and makes it hard to understand what is scheduled to run, when it will run, and where it will run. This complexity reduces automation value for both free and premium org users who expect scheduling to be a simple, built‑in capability of desktop automation.
The new Schedules for desktop flows capability solves this problem by allowing users to schedule desktop flows natively, without cloud flows. Users can create schedules directly from the Power Automate experience they already use for desktop flows, simplifying automation operations. The Automation Center displays all schedules, machines, machine groups, and associated flows in one unified view, eliminating \"hidden schedules\" buried inside cloud flows and improving central visibility and governance. Additionally, there's reduced maintenance, with fewer moving parts, fewer dependencies, and reduced troubleshooting effort. Reliability is also improved because schedules are attached to flows and their assigned execution resources directly, so organizations avoid trigger failures caused by misconfigured or deleted cloud flows.
", "Feature details": "This feature introduces a first‑class scheduling experience in Power Automate.
Key capabilities
Create schedules directly for desktop flows: Users can attach schedules directly to desktop flows without needing a cloud flow as an intermediary trigger.
Unified schedules list in Automation Center: A new “Schedules” area provides a complete overview of:
This consolidation offers a transparent, centralized command center for timed automation.
Direct binding to machines and machine groups: Schedules can directly select the machine or machine group responsible for running the flow.
Elimination of cloud‑flow dependencies: Simplifies the scheduling process.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Video logs for unattended runs", "Investment area": "Desktop flows", "Business value": "Unattended desktop flow runs often fail without clear visual context, forcing makers and support teams to reproduce issues manually or rely on incomplete logs. Existing tools, such as action logs, screenshots, and run‑history metadata, provide useful data but are sometimes insufficient, especially when failures stem from transient UI issues, timing conflicts, pop‑ups, or unexpected system behavior. Logging unattended failures can be significantly harder when only textual logs and screenshots are available.
The Video logs for unattended runs feature directly addresses this gap. When enabled, Power Automate automatically records and stores locally the last 60 seconds preceding a failure during an unattended run. Alongside the video, optional closed captions display which actions were being executed at each moment (based on the exact logging metadata captured during runtime). The result is a powerful, intuitive debugging tool that reduces the time required to identify root causes and accelerates recovery.
", "Feature details": "This feature adds a new troubleshooting layer in the Power Automate unattended execution pipeline.
How it works When an unattended run fails and video logging is enabled, Power Automate for desktop:
%localappdata%\\Microsoft\\Power Automate Desktop\\VideoLogs)Closed captions (CC) with action mapping
Scenarios this feature improves
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Connect your own virtual network with hosted machine group", "Investment area": "Desktop flows", "Business value": "Users can run desktop flows with a hosted machine group that connects to their virtual network (VNet) to execute RPA jobs that need access to on-premises networks.
", "Feature details": "You can now seamlessly integrate a hosted machine group (HMG) with your own virtual network (VNet). With this integration, you can run desktop flows and execute RPA jobs that need access to on-premises networks. When you use your own VNet, you get secure and reliable connectivity between the hosted machines and the on-premises networks.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/15/2024", "GA date":"02/03/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"bd9ddd5f-ae50-ee11-be6f-00224827e8f9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Test subflows with test suite", "Investment area": "Desktop flows", "Business value": "Validating desktop flows end‑to‑end is difficult when you can’t test subflows independently. With enhanced unit testing in Power Automate desktop, you create test cases for subflows and verify logic in isolation, improving test coverage and reducing the risk of regressions during deployment.
", "Feature details": "The Power Automate desktop test suite enhancement expands the Power Automate desktop testing framework to support creating and running test cases for subflows. Makers can define inputs, expected outputs, and assertions at the subflow level, following the same behavior-driven development (BDD) structure used for desktop-flow test cases. The framework records results and error details in the console and designer.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ae8c4cc5-19fd-f011-8406-7ced8d183a37", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Self-healing agent for UI/web automation in desktop flows", "Investment area": "Desktop flows", "Business value": "When a desktop flow fails in a UI or web automation action and can't find the corresponding element, the flow typically stops. This agentic, AI-powered functionality solves this issue by finding what element the application needs to interact with in case of an error to prevent the flow from stopping and allowing it to continue to work as intended.
", "Feature details": "The self-healing agent proposes a proper new UI element for Power Automate Desktop to interact with, functioning as a fallback mechanism when a UI or web automation action fails to work with the originally-configured element. A new option appears in the error handling screen of UI and web automation actions, which specifies whether these actions should fall back to the use of the self-healing agent, in case of a runtime error.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/31/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"1bea9cfb-2499-f011-b4cc-00224826fe9a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Configure and manage SLA with work queues", "Investment area": "Desktop flows", "Business value": "When you configure Service Level Agreements (SLAs) for your work queues, Power Automate prioritizes running work queue items that near the SLA deadline. Power Automate also highlights work queue items at risk of an SLA breach and recommends actions to prevent SLA breaches.
", "Feature details": "Work queues in Power Automate play an important role in improving the efficiency, scalability, and resiliency of automation. Work queues help you prioritize work.
You can configure Service Level Agreements (SLAs) for work queues with the following settings:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Describe flow actions with Copilot", "Investment area": "Desktop flows", "Business value": "When you enhance Copilot to describe automation steps in Power Automate for desktops, you reduce the time it takes to understand complex automation processes during maintenance and troubleshooting. Organizations that rely on intricate flows can quickly understand specific parts of a flow, which makes it easier to find and fix errors. This capability helps you meet SLA requirements, minimize downtime, increase operational efficiency, and reduce the risk of extended disruptions. With this capability, users feel more confident and agile when managing and enhancing their automation systems.
", "Feature details": "The new Copilot side panel in Power Automate for desktop improves the user experience by giving detailed explanations of automation flows and subflows. Users can go to the Copilot side panel, select the right skill from the skill picker, and ask questions like \"What does the subflow do?\" or \"What do actions from 3 to 12 do?\". This feature gives clear insights into automation processes, making it easier to troubleshoot and maintain complex automation. With this feature, teams can quickly find and fix issues, so they keep operational efficiency and meet SLA compliance.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/23/2024", "GA date":"04/10/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b1299aa8-6981-ef11-ac21-6045bda7f7fb", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Ask Copilot Power Automate Questions", "Investment area": "Desktop flows", "Business value": "With Copilot's deep understanding of Power Automate, you can explore new possibilities and optimize your workflows. Boost your productivity by getting answers to your questions about features like conditions, approvals, and flow recovery.
", "Feature details": "The automation center in the Power Automate portal gives you a comprehensive monitoring experience enhanced by AI. Copilot in the Automation Center lets you ask about cloud flows, desktop flow activities, work queues, and different Power Automate features.
Copilot can help with questions like:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Improve automation efficiency with scoped variables", "Investment area": "Desktop flows", "Business value": "With scoped variables, you get more flexible and maintainable automations in Power Automate for desktop. Scoped variables keep your subflows independent, so you avoid unexpected changes and make updates easier. This approach helps you build modular workflows that are easier to manage.
", "Feature details": "You can now create subflows as global or local in Power Automate for desktop. When you create a local subflow, any variable you add is local to that subflow and you can't access it from outside the subflow. With local subflows, you can set up input and output variables.
The Run subflow action shows input variables as fields for arguments and displays output variables for local subflows. In the variables pane, you can see which variables belong to a subflow and which variables are global. Use filters to quickly find variables.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/06/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"02135acc-c825-f011-8c4d-0022482c18b0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Automate interactions with Shadow DOM elements in modern web applications", "Investment area": "Desktop flows", "Business value": "With Shadow DOM support, you can automate workflows in modern web apps built with frameworks like Angular, React, and Lit. This support ensures seamless interaction with encapsulated components, making your automation scripts reliable without complex workarounds.
", "Feature details": "The Shadow DOM support in Power Automate for desktop gives you advanced functionality to handle encapsulated DOM structures. Key features include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Capture a VM image on a hosted machine to use as a template", "Investment area": "Desktop flows", "Business value": "With the virtual machine (VM) image capture capability, you can capture a VM image that you customize on a hosted machine. Use this VM image as a template for other hosted machines or hosted machine groups. With this capability, you can create your own reusable custom VM image in Power Automate.
", "Feature details": "When you capture a VM image, you can reuse the custom VM image to provision other hosted machines or hosted machine groups. The capture process includes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Run child desktop flow in parallel with parent flow", "Investment area": "Desktop flows", "Business value": "With this feature, you can run a child desktop flow in parallel with its parent flow. This feature helps you handle unexpected pop-ups in the target application that block the parent flow. When you run a child flow in parallel, you can monitor and manage these pop-ups so the parent flow keeps running smoothly. This improvement removes the limitation of the current concurrency policy, which permits only one flow per machine at a time.
", "Feature details": "In desktop flows, the Run desktop flow action now includes a toggle that lets you set the child desktop flow to run in parallel. This toggle defaults to running the child flow in sequence, so existing actions in previous flows aren't affected.
Only one parallel run is allowed. If you set a second child flow to run in parallel, an error occurs, and the flow ignores any potential outputs of the child flow.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/20/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"da643531-a6b0-ef11-b8e8-7c1e520d7957", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enable version control for desktop flows", "Investment area": "Desktop flows", "Business value": "With version control in Power Automate for desktop, you can see what changes were made and who made them. This feature makes it easier to debug issues and fix problems. Version control helps your automations run more efficiently, accurately, and compliantly.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Organize desktop flows using tags", "Investment area": "Desktop flows", "Business value": "You can categorize and group your desktop flows with tags to easily organize and find them in Power Automate for desktop. This feature helps you manage your flows more efficiently.
", "Feature details": "You can create and assign tags to your desktop flows through the console. When you use this feature, you can search and filter your flows by tags. This feature makes it easier to manage and find specific flows.
You manage tags in the Dataverse environment. Tags aren't limited to desktop flows. In the future, other Power Platform assets can use this functionality.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/10/2025", "GA date":"09/22/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"fd0809a7-5ac7-ee11-9079-00224827e220", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use new actions for Microsoft Access", "Investment area": "Desktop flows", "Business value": "You can now automate Access DB tasks easily with new actions in Power Automate for desktop. You don't need to use workarounds that involve UI interactions or send keys.
", "Feature details": "The Access automation feature enables you to work with Access databases stored on your device. First, create an Access instance with the Launch Access action. This instance acts as the input for other actions, so you can perform tasks on the Access database you want. The following actions are available:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Automate browsers using direct control without extensions", "Investment area": "Desktop flows", "Business value": "You can now automate browsers without extensions, so you can set up automation faster and easier. Direct browser control improves reliability across environments and supports scenarios where extensions are restricted. Built-in failover ensures flows run smoothly even if the primary method fails.
", "Feature details": "Power Automate for desktop now lets you automate browsers without requiring an extension. The Launch browser actions include a new option to choose between extension-based automation and direct browser control. Direct browser control uses native browser drivers for interactions.
An advanced failover setting adds reliability by automatically switching to the next available method if the default method fails at runtime. For example, the setting enables failover from direct control to extension.
This update simplifies deployment, improves automation speed, and reduces points of failure for both individual makers and enterprise IT teams.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/26/2025", "GA date":"11/06/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"0f890093-5927-f011-8c4d-7c1e5282477e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enable dark mode in Power Automate for desktop", "Investment area": "Desktop flows", "Business value": "You can now build desktop flows in your preferred color mode. Choose between the default mode and dark mode to reduce eye strain and improve focus.
", "Feature details": "In the Power Automate for desktop console, you can switch between the default color mode and dark mode. When you select this setting, the console and flow designer use a dark theme. Find this functionality in the console settings.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/12/2024", "GA date":"04/10/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8a4febc1-5cc7-ee11-9079-00224827e220", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enhance sharing for desktop flows with connection references", "Investment area": "Desktop flows", "Business value": "You can now enhance the sharing experience for desktop flows by embedding connection references. With this feature, you can control what you share with co-owners and ensure seamless execution of flows that contain connector operations.
", "Feature details": "You can now share desktop flows that contain connection references with co-owners. This feature adds embedded connection references in desktop flows. On the details page of desktop flows, you can select which connection references to embed. This feature gives you more control over what you share with co-owners and makes sure execution is seamless.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/11/2024", "GA date":"01/20/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8ed78168-8400-ee11-8f6e-000d3a55bcf1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Reference previous prompts in Copilot for Power Automate desktop", "Investment area": "Desktop flows", "Business value": "You can now reference prior prompts in the same conversation, which streamlines flow creation and reduces errors. This enhancement saves time and ensures precise, context-aware interactions with Copilot, so you get a productivity boost.
", "Feature details": "Copilot in Power Automate for desktop now supports contextual memory, so you can build flows by referencing previously provided prompts. This feature eliminates repetitive input and makes automation creation more intuitive and efficient.
Key features and benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Use CyberArk credentials in desktop flow connections", "Investment area": "Desktop flows", "Business value": "You can now use credentials stored in CyberArk Central Credential Provider when you connect to Windows sessions on desktop flow machines.
", "Feature details": "Users can use credentials stored in CyberArk Central Credential Provider to connect to Windows sessions on desktop flow machines. Power Automate doesn't store credentials. Instead, it gets them during runtime. This feature supports rotating passwords without needing to update the connection.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/10/2024", "GA date":"10/22/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"65771e7a-3ac7-ee11-9078-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Create and run test cases for desktop flows", "Investment area": "Desktop flows", "Business value": "You can quickly create and run test cases for your desktop flows in Power Automate for desktop. This helps you automate testing, catch issues early, and speed up deployment. The new Testing module includes actions like Assert and Test a desktop flow, making it easier to validate your automations.
", "Feature details": "You can use the new Testing framework in Power Automate for desktop to automate testing for your desktop flows. The Testing module lets you create, edit, list, and delete test cases, and includes actions like Assert and Test a desktop flow to help you validate your automations.
Open Power Automate for desktop and go to the Testing module to start creating test cases. You can run and debug tests directly in Power Automate for desktop, export or import tests with your desktop flows, and integrate testing into automated pipelines for streamlined deployment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/10/2025", "GA date":"07/11/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b00b167f-caa2-ef11-8a69-000d3a12149f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Share desktop flow connections with service principal users", "Investment area": "Desktop flows", "Business value": "You can share desktop flow connections with a pipeline SPN. With this capability, users can seamlessly import managed solutions by using Power Platform pipelines. This feature simplifies the deployment process and boosts productivity.
", "Feature details": "With this feature, you can share desktop flow connections with a pipeline SPN. Sharing these connections is essential for customers who use pipelines.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Debug desktop flows using step over and step out", "Investment area": "Desktop flows", "Business value": "You get more control and speed when debugging desktop flows with step over and step out. Quickly isolate issues in complex subflows without stepping through every action. Spend less time troubleshooting and more time building automations. Whether you’re refining your logic or reviewing a teammate’s work, you stay focused and reduce errors.
", "Feature details": "Step over and step out give you more control when debugging desktop flows in Power Automate for Desktop. Step over lets you skip subflows without entering them, so you can focus on the main logic. Step out lets you exit a subflow and return to the parent flow, which is helpful when reviewing nested logic or skipping known sections. You’ll see new icons and tooltips for both actions in the debugger toolbar during a paused run.
This feature is off by default. To turn it on, go to the Tools menu in the designer and enable it. Then, start debugging a flow. The step over and step out buttons appear in the debugger toolbar, and hovering over each shows a tooltip with a short description.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/22/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"6cde41f5-f657-f011-877a-7c1e524a9100", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Create and visualize custom KPIs in the process intelligence experience", "Investment area": "Process mining", "Business value": "Custom KPIs put your unique business priorities at the center of process analysis. While standard metrics provide valuable baseline insights, your competitive advantage often lies in tracking the specific measurements that drive your business, whether that's customer-specific SLAs, industry-specific compliance thresholds, or proprietary efficiency calculations. This feature enables your teams to define, calculate, and monitor the exact metrics that align with your strategic goals, without waiting for IT or vendor support. Business users gain autonomy to evolve their measurement framework as priorities shift, ensuring your process intelligence always reflects current objectives. The results are more relevant insights, stronger alignment between process performance and business outcomes, and the ability to demonstrate value in the language your stakeholders understand.
", "Feature details": "The process intelligence experience allows flexible metric creation with seamless visualization integration. This feature enables you to define custom KPIs and metrics tailored to specific business requirements within the process intelligence experience. You can create custom metrics using configurable formulas that can incorporate existing process data, standard KPIs, and mathematical operations.
Key capabilities include:
Custom metrics are evaluated dynamically against your process data, ensuring calculations remain current with each data refresh and providing consistent measurement across your process intelligence environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"af143792-01fe-f011-8406-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Get support for normalized schema import for data ingestion", "Investment area": "Process mining", "Business value": "Customers with existing data pipelines or data products in data mesh mostly want to stick to normalized, efficient forms such as star schema. Power Automate Process Mining currently requires you to transform the event log into a single-table form, where attributes with small cardinality are duplicated. Support for star schema reduces storage volumes and speeds up ingestion performance.
", "Feature details": "Most systems of record have data stored in data structures that allow you to easily extract information about the analyzed entity (case-level data) and historical changes on those entities (event-level data). The attributes are also stored in a normalized form. The single-table approach to event log creation requires you to do inefficient transformations. With this feature, Power Automate Process Mining supports the case-event entity-based data structure plus a normalized form of attributes. This speeds up the ingestion process in both the transformation and import to process model phases and reduces the storage capacity needed.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2945c78b-2de2-ee11-904d-00224822dc70", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze processes using object-centric process mining", "Investment area": "Process mining", "Business value": "Object-centric process mining delivers transformative insights that traditional process analysis simply can't capture. By analyzing how multiple object types, such as orders, items, deliveries, and invoices interact throughout your processes, you gain a complete, realistic view of your operations as they actually function.
This comprehensive visibility enables you to identify hidden inefficiencies, such as bottlenecks that only appear when certain object combinations occur, or resource constraints that emerge from complex object interactions. You can pinpoint exactly where delays cascade across related objects, causing ripple effects that impact customer satisfaction and operational costs. The ability to analyze multiple dimensions simultaneously means faster root cause analysis and more accurate process optimization. Instead of piecing together fragmented views from separate analyses, you see the full picture immediately, reducing investigation time from weeks to hours and enabling data-driven decisions with confidence.
Ultimately, object-centric process mining helps you reduce cycle times, lower operational costs, improve resource utilization, and enhance customer experience by addressing the real complexity of your business processes rather than oversimplified approximations.
", "Feature details": "Real business processes rarely flow as a single, linear instance. Events routinely touch several objects of different types at the same time (for example, creating an invoice for a specific order, or shipping a package that contains items from multiple orders). Object-centric process mining captures that reality by recording events that relate to many objects and object types in one process, preserving their relationships end‑to‑end.
Here's the key idea: Instead of “one case → one sequence of activities,” object-centric process mining lets one event belong to multiple objects (and object types), keeping the full context intact.
Object-centric process mining support in Power Automate Process Mining allows you to:
This premium feature is automatically enabled for all Power Automate Process Mining customers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/14/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"fb2271e5-769f-f011-b41c-000d3a1b2a56", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Ingest your data from Fabric OneLake", "Investment area": "Process mining", "Business value": "Power Automate Process Mining currently ingests data from Azure Data Lake Gen 2 in CSV and parquet formats. This feature ingests data files in CSV, parquet, and delta-parquet formats as well as Delta tables from Fabric Lakehouse.
", "Feature details": "This feature extends the options for data ingestion. You can now ingest data through:
The feature is available automatically as an option in the Create process wizard. It provides ingestion from Microsoft Fabric unified data platform to create a data twin for an organization.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/20/2025", "GA date":"07/11/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ad8bd788-2be2-ee11-904d-00224822dc70", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Enable Process Intelligence Studio in object-centric process mining", "Investment area": "Process mining", "Business value": "Process Intelligence Studio eliminates the friction between your questions and your answers. Instead of navigating rigid dashboards or switching between disconnected tools, your teams work in a fluid, customizable environment that adapts to their analysis needs in real-time. This means faster time-to-insight, reduced training overhead, and the ability to tackle complex process questions without constantly restarting your analysis. Business analysts, process owners, and improvement teams can now build comprehensive views that tell the complete story: compare scenarios side-by-side, drill from overview to detail without losing context, and share ready-made analyses with stakeholders. The result is more confident decision-making, shortened analysis cycles, and broader adoption of process intelligence across your organization. With object-centric process mining (OCPM) support, you now unlock these benefits even for your most complex, interconnected business processes.
", "Feature details": "Process Intelligence Studio is a modern, flexible workspace designed for comprehensive process analysis. It provides a fully customizable analysis environment that combines multiple visualization and analysis components into cohesive, purpose-built workspaces. The platform supports both traditional and object-centric process mining methodologies, enabling analysis across simple linear processes and complex, multi-object scenarios.
Core capabilities include:
Process Intelligence Studio saves your workspace configurations, allowing teams to create reusable analysis templates and share standardized views across the organization for consistent process monitoring and improvement tracking.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"0c38a27e-fcfd-f011-8406-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Process mining process simulations", "Investment area": "Process mining", "Business value": "Process simulations help you see how proposed changes affect your business processes. You can model changes to resource management and updates to a process flow. A process simulation compares performance and financial key performance indicators (KPIs) for the original and simulated processes.
", "Feature details": "Process simulations let you model different scenarios, run the simulation with an existing process, and compare the simulation results with the original process. You can compare things like the duration of cases and the cost of cases.
Model the following proposals by:
Simulation results provide a summary of global key performance indicators (KPIs) for each process. They also give detailed insights to help you analyze the impact of each activity.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/22/2024", "GA date":"02/24/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e14283f4-41e1-ee11-904d-6045bda7d715", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Export object-centric process mining data to Microsoft Fabric semantic model", "Investment area": "Process mining", "Business value": "Publishing to Microsoft Fabric breaks down data silos and amplifies the impact of your process insights across your organization. Instead of keeping process analytics isolated in a standalone tool, your teams can now blend object-centric process metrics with financial data, operational KPIs, customer information, and other enterprise data sources within Fabric's unified platform. This means business analysts can build comprehensive Power BI reports that combine process performance with business outcomes, data scientists can incorporate process patterns into predictive models, and executives can access process metrics alongside other strategic indicators in their existing dashboards. By meeting stakeholders where they already work, you accelerate adoption, enable richer cross-functional analysis, and ensure process intelligence becomes an integral part of enterprise decision-making rather than a disconnected specialty tool.
", "Feature details": "This feature allows seamless integration with Microsoft Fabric for enterprise-wide analytics. It enables direct publishing of object-centric process mining (OCPM) results into Microsoft Fabric semantic models, making process intelligence data available throughout the Microsoft analytics ecosystem.
Key capabilities include:
The published semantic models follow Fabric's standard architecture, ensuring compatibility with existing governance policies, security controls, and data management practices within your Microsoft environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"e299f244-02fe-f011-8406-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Scale faster with Process Mining thin client app", "Investment area": "Process mining", "Business value": "The current Power Automate Process Mining app requires you to download the process model to your computer. This download process requires specific hardware resources on your computer. To free up your resources, use the Azure Process Intelligence Analytic Service. With this service, you can use a lightweight desktop app with a process intelligence engine without downloading the process model. The thin desktop application offers features that are the same as the previous full desktop app. You can scale faster, support larger process models, and avoid specific hardware requirements on your computer.
", "Feature details": "Process Intelligence Analytic Service gives you analytical functions as an Azure API. When the desktop application connects to Process Intelligence Analytic Service, you get the same functionality as in the full Power Automate Process Mining desktop app.
You can turn on this feature in the Desktop App options.
With the Power Automate Process Mining thin client app, you don't need to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Export process intelligence semantic model to Fabric workspace", "Investment area": "Process mining", "Business value": "The optimized DirectLake semantic model in a Fabric workspace gives you a streamlined way to build custom reports in Power BI based on process intelligence insights. This semantic model is simpler and more versatile than the model you create when using a Power BI workspace. DirectLake mode reduces the SKU size requirements for large process models compared to the semantic model in a Power BI workspace that uses import mode. By using composite models, you can enhance the semantic model with custom DAX queries or extra external data sources.
", "Feature details": "You can now consume process insights from Power Automate Process Mining in Power BI reports you create in a Fabric workspace by using the DirectLake semantic model on top of Fabric Lakehouse.
Compared to the semantic model created in Power BI workspaces, the new DirectLake model:
In the Create process wizard, select the location for the semantic model:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze your processes in the process intelligence experience", "Investment area": "Process mining", "Business value": "The process intelligence experience eliminates the friction between your questions and your answers. Instead of navigating rigid dashboards or using a desktop application, your teams work in a fluid, customizable environment that adapts to their analysis needs in real-time. This means faster time-to-insight, reduced training overhead, and the ability to tackle complex process questions without constantly restarting your analysis. Business analysts, process owners, and improvement teams can now build comprehensive views that tell the complete story by comparing scenarios side-by-side, drilling from overview to detail without losing context, and sharing ready-made analyses with stakeholders. The result is more confident decision-making, shortened analysis cycles, and broader adoption of process intelligence across your organization.
", "Feature details": "The process intelligence experience is a modern, flexible workspace designed for comprehensive process analysis. It provides a fully customizable analysis environment that combines multiple visualization and analysis components into cohesive, purpose-built workspaces. The platform empowers users to construct exactly the analytical view they need without technical complexity.
Core capabilities include:
The process intelligence experience saves your workspace configurations, allowing teams to create reusable analysis templates and share standardized views across the organization for consistent process monitoring and improvement tracking.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/17/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"71a04257-fffd-f011-8406-000d3a1be005", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Analyze process mining processes with a web client", "Investment area": "Process mining", "Business value": "This feature reduces the wait time for default process analysis after data ingestion. Customers can view and analyze process mining results directly through a web-based interface. This new experience offers a faster and more intuitive alternative to the existing embedded Power BI component while keeping compatibility for users who want to leverage Power BI reports through a dedicated app.
", "Feature details": "The web client for process mining gives you the ability to view and analyze process mining results directly through a web-based interface in the Power Automate Process Mining page.
Key functionalities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/04/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Integrate Copilot in Process Mining analysis", "Investment area": "Process mining", "Business value": "When you integrate Copilot in Process Mining analysis, you can create views and explore insights through an iterative conversational interface. This interface democratizes the use of Power Automate Process Mining, so you can engage with the tool in an easy and accessible way. You reach insights quickly without extra support from your center of excellence (CoE) or process engagement team. For end business users like financial analysts, Copilot guidance accelerates time to value.
", "Feature details": "Today in Power Automate Process Mining, you need some technical and product knowledge to get actionable insights. You need to create filters, custom metrics, and categorization variables to get a standardized view of the process. Use Copilot to take iterative actions in process mining, process insights, and an introduction to process mining steps. With Copilot, you can start with the tool more easily.
Analytical copilot offers:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/25/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Turn insights into actions with process mining connector for flows", "Investment area": "Process mining", "Business value": "With Power Automate Process Mining, you can automate actions when you define KPIs and business rules in flows trigger and actions.
", "Feature details": "The Power Automate Process Mining connector brings process mining insights to Power Automate flows. You can trigger a flow from events that business rule evaluation in Power Automate Process Mining generates. The connector evaluates the business rule each time new process data imports. When you define a business rule in Power Automate Process Mining, users in the flow can select a new flow trigger that the evaluation of the selected business rule starts.
Because Power Automate Process Mining is now a cloud connector, use the following scenario:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "e92f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "Power Automate", "Feature name": "Track process mining consumption", "Investment area": "Process mining", "Business value": "You can see information about actual licensed capacity usage. Admins get options to manage capacity assignments.
", "Feature details": "Capacity tracking for paid licenses is an important feature for any tenant. The licensing model for Power Automate Process Mining is based on imported data and analyzed data volumes. Each time a user imports new data into a process, the system uses the purchased capacity based on the volume of imported data. The reporting 'Capacity Utilization' page now shows this usage. The page offers the following functions:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Collect thumbs up or down feedback and comments for your agents", "Investment area": "Copilot and AI innovation", "Business value": "Agent users can react to agent responses with a thumbs-up or thumbs-down feedback control. The agent analytics page in Copilot Studio aggregates and presents this information.
Makers can use this feedback to understand user satisfaction and identify potential areas for improvement.
", "Feature details": "Makers can get user feedback on agent responses and use that feedback to improve an agent's performance.
By default, the user feedback feature is on for all new and existing Copilot Studio custom agents. Makers can turn off this feature in the agent settings, by turning off Collect user reactions to agent messages in the User Feedback section under the Generative AI section.
Users can give feedback in these channels:
Agent users can provide thumbs up or down feedback and add comments when they send their feedback.
Analytics collects user feedback and shows the total number of reactions. It also shows how many reactions are thumbs-up and how many are thumbs-down. If you have the bot transcript viewer role, you can see the comments in the Analytics page by clicking on the side card in the reactions section. Comments are available in the analytics page for 28 days.
Thumbs up or down feedback and comments are also available in the conversation transcript table in your Dataverse store.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"49c55a73-eb0b-f011-bae3-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Evaluate agents for Microsoft 365 Copilot in Copilot Studio", "Investment area": "Copilot and AI innovation", "Business value": "Agents for Microsoft 365 Copilot evaluation enables enterprise-grade validation of declarative agents used in real and critical business workflows, and moves teams from manual, ad-hoc testing to a scalable and standardized evaluation practice. With this feature you can reduce production risk by detecting quality, correctness, and behavioral issues before release, and improve release confidence and iterations through automated, repeatable, and explainable evaluation processes.
", "Feature details": "Evaluation for Agents for Microsoft 365 Copilot (also referred to as declarative agents) provides a comprehensive evaluation framework tailored for declarative agents across development, testing, and production readiness stages.
It enables structured validation of quality, behavior, and reliability using automated and repeatable workflows.
Declarative agent evaluation includes the following capabilities:
Evaluation setup and inputs
Analysts can configure what data should be used in tests:
Evaluation execution
Analysts can configure the scope or type of evaluation execution:
Evaluation methodology (graders)
Analysts can access these graders:
They can also use multiple graders per input.
Analysis and storytelling
Analysts can also use reporting tools and analysis features:
Progress tracking and comparison
Analysts can manage results and runs contextually with:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Analyze user sentiment from agent conversations", "Investment area": "Copilot and AI innovation", "Business value": "AI based sentiment analysis gives developers a new tool to understand user satisfaction. By analyzing user emotions during conversations, you can gain insight into their experience with your agent. Combined with existing CSAT scores that rely on explicit user feedback, AI based sentiment analysis can help identify your customer friction points.
", "Feature details": "Understanding the overall customer sentiment during conversations with your agent provides valuable insight into customer satisfaction. Copilot Studio uses AI models to analyze tone, language, and user interactions throughout the conversation to calculate an overall sentiment score. The new sentiment analysis is an additional metric to understand customer satisfaction. There is already the customer satisfaction (CSAT) score that is based on the user rating at the end of sessions.
Sentiment analysis helps you quickly identify sessions with negative sentiment, enabling you to investigate issues and continuously improve your agent’s performance.
Sentiment Analysis:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get insights into how your copilots are performing", "Investment area": "Copilot and AI innovation", "Business value": "Analytics gives makers visibility and insights into their customers' needs and satisfaction. With this information, you can optimize the performance of your copilots.
", "Feature details": "Use analytics in Copilot Studio to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Extend M365 Copilot with Copilot Studio custom engine agents", "Investment area": "Copilot and AI innovation", "Business value": "By customizing Microsoft 365 Copilot with custom engine copilots, you can add value to the solution. Create rich, organization-specific solutions that you can easily access and interact with from Microsoft Copilot. If you already have custom agents built with Copilot Studio, you can use that functionality in Microsoft 365 Copilot. Microsoft 365 Copilot is always available across the Microsoft 365 product suite, including office.microsoft.com, Teams, Word, Excel, and PowerPoint.
", "Feature details": "You can extend Microsoft 365 Copilot with a custom agent by turning on the Microsoft 365 Copilot channel. Submit your custom agent to Teams or Microsoft 365. You can submit it to an admin for publishing in the line of business catalog, or you can deploy it just for yourself or to a small team by using a security group.
Microsoft 365 Copilot supports most common custom agent chat features. These features include messages, quick replies, adaptive cards with Action.Submit, multiturm interactions, and multimessage responses to a user interaction. Because it's a custom agent, it also benefits from Copilot Studio's rich usage analytics and governance provided by Power Platform Admin Center. Use your existing custom agent from Copilot Studio without any changes. Just add it to the Microsoft 365 channel.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/27/2025", "GA date":"05/23/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a7e1c258-478b-ef11-ac20-7c1e520d1033", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Create agents optimized for Microsoft 365 and Microsoft 365 Copilot users", "Investment area": "Copilot and AI innovation", "Business value": "By targeting agents to users of Microsoft 365 Copilot, makers can create custom agents with the same answer quality and features as agents created with Agent Builder, while retaining Copilot Studio capabilities such as topics, connected agents, and analytics, which are needed for more advanced scenarios.
", "Feature details": "Copilot Studio lets makers choose to target the agents they create to users of Microsoft 365 and Microsoft 365 Copilot, leveraging the integration of the Microsoft 365 Copilot platform.
This capability includes the use of new knowledge types (such as people, Teams messages, and Exchange inboxes) alongside Visual Creator and Code Interpreter, offering an experience similar to Agent Builder. Additionally, these agents in Copilot Studio can use topics, Power Platform connectors and agent workflows, and have access to analytics and evaluations.
Makers can access these features in two ways:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Oracle as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Connect seamlessly to Oracle with Copilot Studio. Makers can integrate Oracle without writing any code, so they get real-time reasoning and natural language queries. Because the data stays external, it stays fresh and there's no latency. This feature helps businesses make faster, informed decisions without duplicating or moving data.
This integration makes sure all interactions happen on live data, so data freshness stays intact and latency disappears. With contextual accuracy in the copilot, this capability helps businesses make faster, more informed decisions without the burden of data movement or duplication.
", "Feature details": "With this feature, you can connect to Oracle through a low-code or no-code interface. You don't need to manually copy or ingest tabular data.
Key Capabilities
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use connected agents", "Investment area": "Copilot and AI innovation", "Business value": "Connected agents are useful for complex agent workflows and allow your makers to reuse and connect agents so they can focus on agent quality, instead of wasting time recreating similar behaviors for different agents.
", "Feature details": "Makers can break down their agent into one or more specialized agents or connect to one or more existing agents. Once connected and generative orchestration is enabled, the agent can choose to call upon the connected agents to respond to a user or achieve a specific goal in response to a trigger.
The ability to connect one agent to another allows one agent to utilize another agent, potentially built and managed by another team, to resolve a specific task. The agent being connected to could be engaged with by end users or used independently and could also be reused and connected to multiple agents. This pattern provides makers with flexibility when designing solutions, especially at scale.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/16/2025", "GA date":"11/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"85547749-150c-f011-bae3-7c1e52696149", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Snowflake as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Copilot gives you immediate access to your Snowflake data, so your responses always come from the latest information. Your business can make faster, more informed decisions while keeping data secure and removing the complexity of data synchronization.
", "Feature details": "Connect Copilot Studio directly to your Snowflake data with a no-code interface. Your data stays secure in Snowflake while Copilot provides real-time responses to natural language queries.
Makers select specific Snowflake tables to use as knowledge sources. Agents answer grounded questions over the data with accuracy and context, without manual integration or scripting to surface the data. Makers add the knowledge source within Copilot Studio when creating a new agent or when configuring or updating an existing agent. Makers don't need to create SQL queries, as Copilot Studio parses natural language instructions to query, join, and filter the appropriate tables. The agent returns data and reasons over it before parsing it conversationally within the chat to the agent user.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"8e5899ac-e3ee-ef11-be20-7c1e5282477e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use generative orchestration", "Investment area": "Copilot and AI innovation", "Business value": "Generative orchestration lets your makers focus on managing plugins and maintaining artifacts. Businesses save time because makers don't need to build agents manually. Users get better responses because agents can more easily answer unexpected questions.
", "Feature details": "With generative orchestration, your agent chooses the best actions, knowledge, and topics to answer user queries or respond to event triggers. In contrast, classic orchestration uses only one topic to respond to a user, based on manually authored trigger phrases.
When you activate generative orchestration, it mainly relies on the descriptions of actions and topics to determine which elements to use in response to the last user input or event. When enabled, generative orchestration orchestrates the conversations users have with your agent. This orchestration helps provide users with a more natural and fluid conversation.
The following table compares agent behavior between classic orchestration and generative orchestration.
| Behavior | Classic orchestration | Generative orchestration |
|---|---|---|
| Topics | The system selects topics by matching a user query with trigger phrases. | The system selects topics based on the description of their purpose. |
| Actions | You can call actions only when you explicitly call them from within a topic. | The agent chooses to call actions based on their name and description. |
| Knowledge | Use knowledge as a fallback when no topics match a user's query, or when you explicitly call it from within a topic. | The agent proactively searches knowledge to answer a user's query. |
| Use of multiple topics, actions, knowledge sources | The agent tries to select a single topic to respond to the user. It falls back to knowledge if you configure it. | The agent uses a combination of topics, actions, and knowledge. |
| Asking users for input | To ask users for input, use question nodes in topics to create messages that prompt users for any required information. | The agent can automatically create questions to prompt users for any missing information it needs to fill inputs for topics and actions. |
| Responding to a user | To respond to a user, use message nodes in topics to create messages that respond to the user (or call an action from a topic). | The agent automatically creates a response using available information from topics, actions, and knowledge it uses. |
To turn on generative orchestration for your agent, follow these steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Evaluate test sets with multiple graders", "Investment area": "Copilot and AI innovation", "Business value": "Get clearer, more actionable insight into how your agent is performing by running multiple graders on each test set. This capability lets you evaluate multiple aspects of your agent and gain a comprehensive view of its quality in a single execution. This feature can help simplify testing, save time, gather diverse qualitative feedback, and minimize repeated tests.
", "Feature details": "Multiple graders per test set enables makers to configure and run several graders on the same test set within a single evaluation execution.
For each test set, makers can:
During execution:
The result is richer insight into agent quality and supports multiple evaluation perspectives in one pass.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/08/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"9e885741-42e5-f011-8544-00224830b09a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Analyze quality of responses that use generative AI", "Investment area": "Copilot and AI innovation", "Business value": "Get insights into the quality of your knowledge sources and how well the agent responds to different types of questions. With this information, you can better serve your agent users.
", "Feature details": "Quality of response analyzes a sample set of successfully answered generative AI questions to provide insights about the quality of generative AI responses.
The feature uses AI to check if the quality of the agent's response is good or poor. It checks if the response is relevant, complete, and grounded, and uses the knowledge source as the reference. If the agent responses pass the threshold for these checks, the response is marked as good quality, otherwise it's marked as poor quality.
The feature analyzes a sample set of generative AI questions. It doesn't require enablement; however, it is available only for questions that use Generative Answers. Makers see a visual indicator that shows the breakdown of answered generative AI questions between good and poor quality. Makers can view the reasons for poor quality responses. They can see if the response isn't fully relevant, is incomplete, or isn't fully grounded.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/17/2025", "GA date":"03/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"4de5331d-252d-f011-8c4e-6045bdedea0b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get Microsoft 365 Copilot agent suggestions based on your work in Copilot Studio", "Investment area": "Copilot and AI innovation", "Business value": "Help your makers get started faster by recommending agents tailored to their real work. By using Microsoft 365 Copilot memory, Copilot Studio surfaces relevant, ready-to-customize agent suggestions that reduce setup time and lower the effort required to build high-value agents. This enables more users to create useful agents with less manual configuration, accelerating adoption and time to value.
", "Feature details": "Suggested agents use your Microsoft 365 Copilot memory to recommend agents that align with how you work.
When you create a new agent in Copilot Studio, the system analyzes your past interactions and prior Copilot usage to identify common tasks and workflows. Based on this analysis, Copilot Studio suggests up to three agents for Microsoft 365 Copilot, designed specifically for you.
These suggested agents appear alongside existing templates in the Agent Builder experience and are clearly marked as personalized recommendations.
How it works
Customizable and in your control Suggested agents are starting points, and before publishing you can:
Once published, the agent behaves like any other agent created in Copilot Studio.
Smart lifecycle management
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get responses based on uploaded images", "Investment area": "Copilot and AI innovation", "Business value": "Image analysis expands the use cases for your custom copilots and delivers more informed responses. With image analysis, users get richer interactions and more empowering experiences.
", "Feature details": "They say a picture is worth 1,000 words. With image analysis, Copilot users can convey complex scenarios, objects, or ideas without typing lengthy descriptions. Copilot gets context from visual cues, which broadens its conversational range and yields more informed responses.
For example, when a user uploads an image of a car and asks, \"What model is this car?\", Copilot analyzes the image and responds with the car model. Later in the conversation, if a user asks, \"What is the range of this car?\", Copilot uses the previous image as context to answer the question.
Whether it's explaining a recipe from a food photo, getting advice on troubleshooting a broken printer, or identifying a rare bird species, Copilot provides detailed insights through image analysis.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/12/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"5e3bd48f-13f2-ee11-904b-6045bddcb1c8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Generate flexible test cases from multiple data sources", "Investment area": "Copilot and AI innovation", "Business value": "Improve agent accuracy and reduce testing time by enabling automated test case generation. This feature helps businesses save time and effort by streamlining test case creation, leading to faster validation cycles and fewer deployment risks. With these methods, businesses can reduce manual QA efforts, shorten go-to-market timelines, and enhance AI reliability.
", "Feature details": "The evaluation framework in Copilot Studio enables makers to generate structured test cases using three methods:
Who can enable this? • Available to makers with Evaluation permissions in Copilot Studio. • No additional setup required; accessible directly from the Analytics tab.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/21/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"14114cf8-a6b8-ef11-b8e8-000d3a10b663", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get analytics for autonomous agent runs", "Investment area": "Copilot and AI innovation", "Business value": "Improve the effectiveness of your autonomous agent with detailed analytics on usage and performance of your autonomous agent runs. Get visibility into how the agent performs and insights on how to improve it.
", "Feature details": "Analytics for autonomous agents gives you a comprehensive view of how autonomous runs perform. It includes:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get smart actionable insights to improve your copilot agent performance", "Investment area": "Copilot and AI innovation", "Business value": "Improve the effectiveness of your copilot by using enhanced insights to understand how your copilot helps your users. Get AI-based insights that guide you on improvements so you can maximize your business goals.
", "Feature details": "Copilot admins and makers can get actionable insights directly on the agent's Analytics page:
Insights are generated daily by checking all Gen AI unanswered questions from the past seven days.
This feature doesn't support SharePoint and Graph Connector knowledge sources.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "See evaluation results in real time", "Investment area": "Copilot and AI innovation", "Business value": "Improves operational transparency for long-running or large-scale evaluations by providing immediate visibility into progress and intermediate outcomes. Reduces time-to-insight by allowing makers and teams to identify failures, misconfigurations, or quality issues early, instead of waiting for full execution completion. Accelerates decision-making by enabling faster validation of agent behavior in development, testing, and production-readiness scenarios. Enhances stakeholder confidence during large evaluation runs by reducing uncertainty and perceived latency.
", "Feature details": "This feature enables real-time streaming and visualization of evaluation results while an evaluation run is still in progress.
Instead of waiting for the entire test set to complete, makers can monitor execution dynamically and take action based on live signals.
What makers gain:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Azure AI Search index as knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Makers can build copilots that use prebuilt Azure AI Search indexes as knowledge sources for more relevant and accurate grounded responses.
", "Feature details": "Makers can use prebuilt indexes (indexes that pro developers built) with minimal friction and low cost. Use these indexes as grounding data for your copilots that you create with Microsoft Copilot Studio. With these copilots, users can ask questions in natural language about their enterprise systems that they use within their Power Platform tenants. Microsoft builds on the natural language-to-query approach that it released with Microsoft Dataverse knowledge and extends the same approach to copilots that use Azure AI Search index as knowledge.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/11/2024", "GA date":"05/15/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"4164811e-566c-ef11-bfe2-00224828b1f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Define custom metrics for analytics", "Investment area": "Copilot and AI innovation", "Business value": "Makers can measure agent performance and return on investment (ROI) tailored to your organization's requirements and policies, thus ensuring business insights and decision-making are in line with your organization's approach.
", "Feature details": "This capability complements existing savings analytics by allowing makers to define, measure, and iterate on custom metrics for Microsoft Copilot Studio agents. Custom metrics enable makers to evaluate agent outcomes, business impact, ROI, and other success indicators. The feature supports conversational agents and analyzes agent–user conversation transcripts to calculate metric results.
For example, a customer service team might need to understand how effectively an agent supports sales conversations. A maker can define a custom metric called \"Sales Conversion Rate\" with result categories such as Converted and Not converted. The agent’s conversation transcripts are analyzed to identify whether a customer completed a purchase or sign‑up after interacting with the agent and the outcome is stored as the custom metric. Over time, the metric helps the team measure conversion performance, compare outcomes across scenarios, and iterate on agent behavior to improve sales impact by seeing when and how often Converted is recorded.
Makers define each metric and its possible result categories. To activate custom metrics, makers add a new metric from the Analytics page in Copilot Studio.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"fde60938-0ebb-f011-bbd3-002248313450", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Configure triggers with end-user credentials", "Investment area": "Copilot and AI innovation", "Business value": "Makers can now manage triggers natively in Copilot Studio and securely share autonomous agents that run with end-user credentials. This capability helps organizations save time, reduce complexity, and scale the adoption of secure, autonomous agents across their organization.
", "Feature details": "You can configure custom agents to perform actions or call topics in response to something happening using event triggers. Unlike topic triggers, which require user input, event triggers let your agent act autonomously when a defined event occurs.
With this feature, you can create triggers for autonomous agents that run with end users' credentials. You can build an agent that operates entirely in the background, triggered by external events, and share it with end users so they can configure the agent to run on their behalf.
As a maker, you can:
By using event triggers and end-user credentials, this feature offers a seamless way to automate tasks and improve efficiency. With this feature, agents act independently, and multiple users can easily configure and use them.
Furthermore, triggers are now a fully native capability in Copilot Studio. This means that makers can create, configure, test, update, and delete triggers directly within Copilot Studio, managing their full lifecycle end-to-end. Any existing triggers built on Power Automate will continue to function as they did previously.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"07/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"bada9e52-34b4-ef11-b8e8-0022482fa3d1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Configure SharePoint as a knowledge source for agents", "Investment area": "Copilot and AI innovation", "Business value": "Makers can now use extra data sources, including SharePoint, when they build autonomous agents. This enhancement supports more use cases by giving agents access to a wider range of valuable information. With this information, agents give more accurate and contextually relevant responses. This improvement makes efficiency and effectiveness better.
", "Feature details": "In Copilot Studio, knowledge sources work with generative answers to enhance your agents' capabilities. When you integrate knowledge sources, your agents can use enterprise data from Power Platform, Dynamics 365, websites, and external systems to give your customers relevant information and insights.
This release introduces support for adding SharePoint as a knowledge source for makers building autonomous agents. Only authenticated users can access SharePoint, so information sharing is secure and reliable. With this release, makers can access SharePoint knowledge using their credentials. Soon, you'll be able to access SharePoint knowledge with end-user credentials.
To add SharePoint as a knowledge source, use the following steps:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Preview GPT 4 5 in Copilot Studio", "Investment area": "Copilot and AI innovation", "Business value": "Makers can switch to new and preview versions of models to experiment and evaluate what benefits this new model can have for their customers.
", "Feature details": "After an agent is created in Copilot Studio, makers will see a new section Generative response model with a list of available models.
The Default model is automatically selected if the user doesn't make any change.
With this feature, the maker can now chose to switch to the Preview GPT 4.5 model. After they switch, the agent's answer generation workflow will use GPT 4.5 model instead of the existing default (GPT 4o). The maker can experiment and explore the quality and character of the responses in the test chat or with agent users.
They can switch back and forth between the Default and Preview models at any time.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/12/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"abf2fa88-dc00-f011-bae3-7c1e520dbb77", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Perform custom search as a topic action", "Investment area": "Copilot and AI innovation", "Business value": "Precision and Transparency: Returns raw data instead of summaries, allowing full control and auditability, ideal for regulated or high-trust scenarios. Flexible RAG Integration: Supports Retrieval-Augmented Generation workflows by grounding responses in selected knowledge sources. Reusable and Scalable: Saves output to variables for use across nodes, allowing modular, maintainable agent design. Enterprise Control: Lets makers configure knowledge sources, moderation, and latency, balancing performance with governance.
", "Feature details": "The custom search node allows makers to run a search action on the selected knowledge source and save the raw data output to a variable. This allows flexibility in how the search results are post-processed.
Here is how the new node should be used:
This new node allows you to use RAG to extract the raw data, as opposed to a Generative Answer node which will also summarize the raw data.
This node will be available for all Copilot Studio agent makers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/06/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2a96a04c-baf9-ef11-be20-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Confluence unstructured Spaces and Pages content as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Save time and increase productivity by using natural language queries in agents to access spaces and pages data that previously required navigating to Confluence client sources. Now you can integrate all knowledge data in an agent with other data sources to provide a single experience for information across multiple sources.
", "Feature details": "With this capability, makers can use Confluence Spaces and Pages content in unstructured storage as a knowledge source for their agents in Copilot Studio.
This capability enables agents to provide high-quality answers based on operational data within your Confluence configuration.
Administrators can manage access to this data by configuring the Confluence connector in the Administration Portal.
Makers can connect to Confluence as a knowledge source and select unstructured Spaces and Pages content that the agent uses when generating results or answering queries. You configure connections to knowledge sources within Copilot Studio when you create a new agent or configure or update an existing agent.
Dataverse processes and indexes content so it can give accurate, detailed results to natural language queries from agent users. Users get answers only from data they can access. The system checks user access tokens against Confluence content before it returns a response. Users can access the original articles through citation references.
Scheduled sync keeps the knowledge base data up to date, within a 4-6 hour window.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"afa53aaf-3500-f011-bae3-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add OneDrive files and folders as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Save time and increase productivity when makers add content from specific OneDrive files to Microsoft Copilot Studio agents. Users can access these files and folders along with any other knowledge sources they add to an agent. This capability removes the need to search through multiple files and folders outside of their existing agent-based operations.
", "Feature details": "With this capability, makers can use OneDrive file and folder content as a knowledge source for their agents in Copilot Studio.
This capability enables agents to provide high-quality answers based on operational data stored in files on OneDrive.
Administrators can manage access to this data by configuring the OneDrive connector in the Administration Portal.
Makers can connect to OneDrive as a knowledge source and select specific files or folders of files that the agent uses when generating results or answering queries. You configure connections to knowledge sources in Copilot Studio when you create a new agent or when you configure or update an existing agent.
Dataverse processes and indexes content so it can provide accurate, detailed results to natural language queries from agent users. Users see only answers based on data they can access. Dataverse validates user access tokens against OneDrive content before it returns a response. Users can access the original articles through citation references.
Scheduled sync keeps the knowledge base data up to date within a four- to six-hour window.
Administrators manage availability of this data by managing the OneDrive connector in the Administration Portal.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"f9c1d558-3000-f011-bae3-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add ZenDesk unstructured knowledge base content as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Save time and increase productivity when makers add unstructured ZenDesk knowledge base content to Microsoft Copilot Studio agents. Users access these knowledge base articles along with any other knowledge sources they add to an agent. They don't need to go to other ZenDesk clients to find answers.
", "Feature details": "With this capability, makers can use ZenDesk knowledge base content in unstructured storage as a knowledge source for their agents in Copilot Studio.
This capability enables agents to provide high-quality answers based on operational data within your ZenDesk configuration.
Administrators can manage access to this data by configuring the ZenDesk connector in the Power Platform admin center.
Makers can connect to ZenDesk as a knowledge source and select knowledge base unstructured sources for the agent to use when it generates results or answers queries. You configure connections to knowledge sources in Copilot Studio when you create a new agent or when you configure or update an existing agent.
Dataverse processes and indexes knowledge base content. This process gives agent users accurate, detailed results for natural language queries. Users see only answers based on data they can access. The system checks user access tokens against ZenDesk content before it sends a response. Users can access the original articles through citation references.
Scheduled sync keeps the knowledge base data up to date. Sync happens within a 4- to 6-hour window.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"a8dbd31c-3600-f011-bae3-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Service Now unstructured knowledge base content as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Save time and increase productivity when makers include unstructured ServiceNow knowledge base data in Microsoft Copilot Studio agents. Users access these knowledge base articles with any other knowledge sources they add to an agent. They don't need to go to ServiceNow client options to review business knowledge base data.
", "Feature details": "With this capability, makers can use ServiceNow knowledge base content in unstructured storage as a knowledge source for their agents in Copilot Studio.
This capability enables agents to provide high-quality answers based on operational data within your ServiceNow configuration.
Administrators can manage access to this data by configuring the ServiceNow connector in the Administration Portal.
Makers can connect to ServiceNow as a knowledge source and select knowledge base unstructured sources for the agent to use when generating results or answering queries. You configure connections to knowledge sources in Copilot Studio when you create a new agent or when you configure or update an existing agent.
Dataverse processes and indexes knowledge base content. This process gives agent users accurate, detailed results for natural language queries. Users get answers only from data they can access. The system checks user access tokens against Service Now content before it sends the response. Users can access the original articles through citation references.
Scheduled sync keeps the knowledge base data up-to-date. Sync happens within a 4 to 6-hour window.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"1db3afee-3400-f011-bae3-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Salesforce unstructured knowledge base content as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "Save time and increase productivity when makers use Salesforce knowledge base articles from unstructured storage in their agents. Agent users access these articles with any other knowledge sources they add to an agent. They don't need to go to Salesforce client sources outside of their existing agent-based operations.
", "Feature details": "With this capability, makers can use Salesforce Knowledge Base content in unstructured storage as a knowledge source for their agents in Copilot Studio.
This capability enables agents to provide high-quality answers based on operational data within your Salesforce configuration.
Administrators manage access to this data by configuring the Salesforce connector in the Administration Portal.
Makers connect to Salesforce as a knowledge source and select Knowledge Base unstructured sources for the agent to use when generating results or answering queries. You configure connections to knowledge sources in Copilot Studio when you create a new agent or configure or update an existing agent.
Dataverse processes and indexes Knowledge Base content. This process gives agent users accurate, detailed results for natural language queries. Users see only answers based on data they can access. The system checks user access tokens against Salesforce content before it returns a response. Users can access the original articles through citation references.
Scheduled sync keeps the Knowledge Base data up to date. Sync happens within a 4 to 6-hour window.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"a9c0214b-3400-f011-bae3-7c1e520d1bd4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Analyze agent return on investment", "Investment area": "Copilot and AI innovation", "Business value": "Savings analytics (ROI) tracks agent impact, showing time and money savings per run for clear visibility into resource efficiency.
", "Feature details": "You can now define savings for your agent in Copilot Studio and measure your agent impact. Access the Savings tile in the agent's Analytics page to enter your estimated time and money saved.
Savings can be set at the agent-run level or for specific tools within a run.
Choose to define savings by time, money, or both: time savings can be entered in seconds, minutes, or hours, and money savings use your environment’s default currency. Environment admins can also disable money-based savings if needed.
Total savings are calculated in real time for the selected analytics period, and if you update the savings settings, the changes will apply retroactively to all agent runs, including those already completed.
Only successful runs of resolved conversations will be counted for the savings calculation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"08/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"86f2a5ec-cd14-f011-998a-7c1e527e6cf7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use code interpreter to generate and execute Python code", "Investment area": "Copilot and AI innovation", "Business value": "Streamline end-to-end business process execution without manual sequential workflows to perform complex mathematical calculations, operations like write actions to Dataverse, send emails, and create CRM cases. This reduces cost by minimizing or eliminating large language model (LLM) calls, resulting in agent systems becoming about 30 percent more cost-effective.
", "Feature details": "Code interpreter in Microsoft Copilot Studio and AI Builder prompts lets makers build AI agents that:
This feature is tailored for developers, business analysts, and low-code makers. Code generation and execution integrate seamlessly with the Copilot Studio ecosystem to create powerful, AI-driven solutions.
Some use cases for code generation and execution include:
Code interpreter adds the following capabilities to AI Builder prompts:
You can create AI Builder prompts in two ways:
For more information on AI Builder prompts and code interpreter, see Prompts overview and Use code interpreter to generate and execute Python code in Copilot Studio.
Licensing: Microsoft Copilot Studio billing and licensing. Code generation and execution count as text and generative AI tools (premium) features.
Supported regions: Available for all public clouds. Sovereign clouds aren't currently supported.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Give read-only analytics access to users", "Investment area": "Copilot and AI innovation", "Business value": "The Analyst role allows you to share agent analytics, without giving editing or modification permissions for the agents. This role means you can share agent analytics with confidence, knowing your team gets the insights they need without any risk of accidental changes.
Your analysts can independently review session data, explore themes, and track performance trends, all while you retain full control over agent configuration, publishing, and sharing.
", "Feature details": "Sharing an agent means providing full editing privileges on the agent and environment maker security role, which is likely more control than what your analysts, business stakeholders, or operations leads simply need to see how the agent is performing. If you're managing a team that relies on Microsoft Copilot Studio agents, you know that getting the right people access to performance data shouldn't mean giving them the keys to everything. Instead of fielding requests for screenshots or exporting data manually, you can grant direct read-only access to analytics and activity pages with the Analyst role in Copilot Studio.
The Analyst role lets agent owners share an agent with a user as an Analyst, granting limited read-only access to the Analytics pages. When the Analyst role is assigned, the system creates a new Dataverse Bot Viewer role and adds the user to the existing agent's access team, providing scoped read permissions on the relevant bot component.
Analysts can view analytics for that agent, but can't edit, configure, or otherwise make changes to the agent.
To enable this feature, the agent owner navigates to the Share agent form and selects the Analyst checkbox for the desired user. No additional configuration or admin setup is required, and the sharing page enforces role hierarchy automatically. Users assigned the Analyst role land directly on the Analytics page and see only Analytics pages in the navigation. All other pages, including Knowledge sources, Topics, Tools, Publish, and Settings, other sharing options, and the test pane are removed or disabled.
Users with the Analyst role can't share the agent with other users. Existing users with Viewer or Editor roles aren't affected by this change.
Note
A user can't be an analytics viewer on one agent and an editor on another agent in the same environment. Once a user is an editor for an agent, they are assigned the Environment Maker security role on that environment and on all shared agents for which they have editing privileges.
The ability to download sessions and drill-down on analytics are still provisioned by the Bot Transcript Viewer role for the environment. For full analytics coverage, we recommend you assign both the Analyst and Bot Transcript Viewer roles to your analysts.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"168499fe-5f16-f111-8341-0022482aabaf", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Run automated tests for agent quality and reliability", "Investment area": "Copilot and AI innovation", "Business value": "The evaluation framework enhances agent validation by enabling automated testing workflows, minimizing manual effort, and providing clear execution results. It ensures consistent and reliable agent responses, allowing Makers to identify potential issues early in the development cycle. By offering run results and evaluation indicators, Makers can better assess test coverage, verify execution integrity, and improve overall agent performance, leading to faster deployment and increased reliability.
", "Feature details": "The evaluation framework in Copilot Studio introduces a structured and automated approach to testing AI agents, ensuring high-quality deployments and continuous improvement. It is built around three core workstreams:
Initiating automated evaluation processes Makers can initiate automated evaluation tests seamlessly, either directly from the agent or through the test pane. This enables structured validation workflows, ensuring consistent and repeatable testing.
Advanced test query editing The evaluation framework allows Makers to refine and customize test queries to maximize validation accuracy: • Dynamically modify test queries to adapt to different testing needs • Manually enter custom test questions for expanded scenario coverage • Leverage AI-generated test queries to enhance evaluation depth
Automated test execution and results display The evaluation framework provides a structured and automated testing workflow, ensuring reliable execution and clear validation results: • Execute automated tests to assess agent responses across multiple scenarios • Provide an overall performance summary, helping users quickly gauge evaluation results • Break down results by session to track execution details and agent behavior • Provide detailed question-level feedback, including: o Evaluation of answers and correctness o Explanations for failed tests o Identification of the question source for better traceability
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Grade agent evaluation test cases", "Investment area": "Copilot and AI innovation", "Business value": "The graders framework strengthens agent evaluation by introducing flexible scoring methods beyond simple pass/fail. Makers can choose from exact matches, keyword checks, similarity algorithms, intent recognition, and AI-driven quality metrics, enabling more accurate and meaningful validation of agent responses. This flexibility allows teams to detect errors, fine-tune thresholds, and understand why responses fail, improving trust and accelerating iteration.
", "Feature details": "The graders capability in Copilot Studio expands the evaluation framework by enabling flexible and configurable methods to assess agent responses. Instead of relying only on binary pass/fail, makers can now choose the most suitable grading approach per test case, ensuring accuracy, transparency, and adaptability across diverse scenarios.
You have a choice of three test methods, also referred to as graders, to evaluate agent responses: quality, similarity, and text match. For more information about the different test methods, see Test methods.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/21/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"2d49698a-2087-f011-b4cb-000d3a530052", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add expected response for agent evaluation test cases", "Investment area": "Copilot and AI innovation", "Business value": "This feature is designed for makers using Copilot Studio Agent Evaluation to validate their agents before and after deployment. By letting makers specify the expected answer for each test case, the evaluation framework can accurately apply the different grader types (Exact, Partial, Similarity, and Compare Meaning) and produce clear, repeatable results. This capability saves time and resources by eliminating manual comparisons in spreadsheets or external tools and gives organizations greater confidence that agents behave as intended. It improves quality and compliance at scale, speeds up release cycles, and reduces the cost of fixing issues after go-live by catching gaps early in testing.
", "Feature details": "The Add Expected Response capability allows makers to define, edit, and manage the expected outputs for each test case. This input directly connects to the grader framework, determining how agent responses are evaluated.
Key capabilities:
Per-test case configuration
Makers enter the expected response when creating or editing a test case.
Both short, exact answers and longer, descriptive references are supported.
Integration with grader families
Exact or partial match - require exact text or key phrases to validate.
Similarity - compare semantic similarity against the reference.
Compare meaning (intent) - uses the reference answer to judge alignment of meaning.
AI Metrics - does not require a reference; provides quality signals instead.
Validation and usability
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Evaluate the use of tools and topics", "Investment area": "Copilot and AI innovation", "Business value": "This feature provides the following benefits:
The tool and topic invocation grader verifies that an agent invoked the needed tools or topics during an evaluation.
While traditional graders focus on response quality, this grader validates execution behavior and orchestration logic.
How it works:
What makers gain:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Generate test inputs from conversations and reactions", "Investment area": "Copilot and AI innovation", "Business value": "This feature provides the following benefits:
This capability enables makers to generate structured evaluation inputs directly from real production conversations.
Instead of manually crafting synthetic test cases, makers can convert historical interactions into reusable evaluation datasets.
Makers can generate the inputs from:
What makers gain:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Evaluate the entirety of multi-turn conversations", "Investment area": "Copilot and AI innovation", "Business value": "This feature provides the following benefits:
Multi-turn conversation evaluation enables assessment of agent behavior across an entire dialogue rather than grading or evaluating isolated responses.
Instead of evaluating single prompt-response pairs, the system analyzes the full conversational flow.
How it works:
The grader is ideally suited to the following example scenarios:
This capability aligns evaluation with real-world usage patterns and enables more reliable production readiness validation.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8cf2a5ec-cd14-f011-998a-7c1e527e6cf7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Simplify working with triggers and channels", "Investment area": "Copilot and AI innovation", "Business value": "This update brings triggers and channels together into a single, consistent experience, making it easier for makers to view, add, and manage how agents are invoked across different contexts. By surfacing both triggers and channels in one place, it simplifies setup, reduces friction when connecting agents to various surfaces, and provides clearer visibility into how agents operate across real-world scenarios.
", "Feature details": "Triggers and channels are now surfaced together in the agent’s Overview page, making it easier to view, add, and manage how your agent gets invoked across different contexts. Makers can see triggers and channels added to their agent in one place, with options to add new ones or make updates as needed.
As a maker, you can:
Together, these updates provide a clearer, more connected way to configure when and where your agent runs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/01/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"4df6f876-9114-f011-998a-7c1e52585ca6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Understand your agent's activity", "Investment area": "Copilot and AI innovation", "Business value": "To help makers during agent creation and once the agent is in production, both for agents that automate tasks or for conversational agents that interact with end users, makers get more details on the agent's activity at runtime to help troubleshoot issues and guide behavior.
", "Feature details": "In the Activity tab on your agent, you can review your agent's sessions. You can see transcripts of your user's interactions with your conversational agents when users choose to share them. This information helps you understand how the agent behaves in real-world scenarios so you can effectively debug and improve the agent. Agents that use generative orchestration have this functionality by default.
In the Activity list, you can see more information, including step count and last action, to help you identify the session you want.
When you view a specific agent run, you see what triggered the run, which actions the agent took, and the inputs and outputs for each action. You also see details about which knowledge sources the agent used and a detailed thought process to help with troubleshooting and understanding agent behavior.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/30/2025", "GA date":"04/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"42724802-23b6-ef11-b8e8-6045bdd53146", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Solution management in Microsoft Copilot Studio", "Investment area": "Copilot and AI innovation", "Business value": "Unlike other products where customers rely on application lifecycle management (ALM) tools outside the product and from the market, solution management in Copilot Studio ensures ALM capability to create, edit, extend, and deploy copilots with ease of use, better results, and cost-effectiveness.
", "Feature details": "Solution management in Copilot Studio brings Power Platform application lifecycle management (ALM) directly into the Copilot Studio app.
When you create an agent in Copilot Studio, you add it to a Power Platform solution. With Power Platform ALM, you can create custom solutions to manage your agents across multiple environments. You can also use pipeline deployments and other ALM scenarios in the Power Platform admin center.
By adding solution management directly into the Copilot Studio app, you can view, export, and import solutions. You can set your preferred or default environment, configure pipelines, and customize and manage your solutions without leaving your agent-building environment.
The solution manager in Copilot Studio enables you to:
For more information about the solution manager, including how to use it and how it connects to your broader organizational ALM scenarios, see Create and manage solutions in Copilot Studio.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/11/2024", "GA date":"12/16/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"250ec2e1-e4b8-ef11-b8e8-7c1e525c03f1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Analyze the business impact of agents in Viva Insights", "Investment area": "Copilot and AI innovation", "Business value": "When business executives use this report in Viva Insights, they see aggregated, cross-tenant visibility to the business impact and value from using conversational agents across their company. The report makes it easier for executives to identify the return on investment and align agent usage with their business goals.
", "Feature details": "You can now analyze the business impact of your Microsoft Copilot Studio agents directly in Viva Insights. This feature gives you a consolidated report that shows usage and business impact trends across all your published Copilot Studio agents. You see key stats like hours saved, usage analysis, and resolution rate at the tenant level. You can drill down to view stats for each agent. The report uses regular usage data that Copilot Studio sends to Microsoft 365.
By default, this feature is enabled if you meet the following criteria:
You control the feature in the Power Platform admin center. The feature is automatically enabled for all public customers in a commercial cloud when the criteria are met.
Users with the Insights Analyst role in Microsoft 365 can view the Copilot Studio agent report in Viva Insights.
Environment admins can turn off the report from the Power Platform admin center.
If your Copilot Studio data is in a different geographic location or region from your Microsoft 365 tenant, an environment admin must turn on data sharing across geographic boundaries.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/02/2025", "GA date":"01/13/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"5f690e43-9eb8-ef11-b8e8-7c1e527d8281", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Automate web and desktop apps with computer use", "Investment area": "Copilot and AI innovation", "Business value": "When you enable this feature, agents can quickly automate repetitive tasks in websites and desktop applications. This capability reduces manual effort, minimizes errors, and saves valuable time and resources.
", "Feature details": "Computer use is a feature in Copilot Studio that enables your agent to interact with any system with a graphical user interface (GUI), such as websites or desktop applications. It performs actions like pressing buttons, selecting menu options, and typing into fields—just like a human user. You simply describe the task in natural language, and the agent executes it on a configured computer with a virtual mouse and keyboard.
With this feature, agents complete tasks even when no API is available. It's useful for automated data entry, invoice processing, and data extraction.
Computer use runs on Computer-Using Agents (CUA), an AI model that combines computer vision and reasoning to navigate and interact with GUIs. It adapts to interface changes, so it continues working even if buttons or layouts shift. Best of all, it requires no coding—just plain language instructions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/27/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"7ad4e311-5af2-ef11-be20-000d3a990cc2", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use your own model when generating responses", "Investment area": "Copilot and AI innovation", "Business value": "When you replace the default language model with a custom or fine-tuned model for summarization in Copilot Studio, your organization delivers more accurate, compliant, and domain-specific agent responses. This capability drives higher customer satisfaction, operational efficiency, and competitive differentiation.
", "Feature details": "When you bring your own model (BYOM) to response generation, you add your custom model deployed in AI Foundry. This approach gives you more tailored answers that fit specific domains.
First, go to the agent settings. Use the response models list to add a new model. Enter the AI Foundry deployment connection details for your model.
Next, define the model prompt with instructions and global variables. With full control over the prompt, you give the model rich, contextual input to generate accurate responses.
You can also choose whether to include citations.
When you connect the custom model and set up the prompt, you get full control over agent response generation.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"23f49f17-f5ed-ef11-be20-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use code interpreter on customer-uploaded files in agent conversations", "Investment area": "Copilot and AI innovation", "Business value": "With access to code interpreter, makers can create agents that can automate tasks, perform numerical computations, and generate graphs and charts all on the fly, directly in the ongoing conversation with a user. This capability lowers your operating costs by reducing large language model (LLM) calls, resulting in agent systems becoming about 30 percent cheaper.
", "Feature details": "Code interpreter enables Copilot Studio agents to generate and execute Python code when needed to respond to user prompts. Code interpreter supports tasks such as data preparation, statistical analysis, table joins, forecasting, and chart generation. These tasks work with structured files like CSV and Excel. Code interpreter supports the GPT-4.1 model.
Using code interpreter for agents:
An agent in Copilot Studio can ingest a structured data file in two ways:
This feature is tailored for developers, business analysts, and low-code makers. Code generation and execution integrate seamlessly with the Copilot Studio ecosystem to create powerful, AI-driven solutions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/06/2025", "GA date":"11/14/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"a3d6d50b-77a8-f011-bbd3-002248313450", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/27/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use code interpreter on SharePoint sources in agent conversations", "Investment area": "Copilot and AI innovation", "Business value": "With access to code interpreter, makers can create agents that can perform precise lookups, perform numerical computations and generate graphs and charts all on the fly, directly in the ongoing conversation with a user.
", "Feature details": "Code interpreter enables Copilot Studio agents to generate and execute Python code when needed to respond to user prompts. Code interpreter supports tasks such as data preparation, statistical analysis, table joins, forecasting, and chart generation. These tasks work with structured files like CSV and Excel. Code interpreter supports the GPT-4.1 model.
Using code interpreter for agents:
An agent in Copilot Studio can ingest a structured data file in two ways:
This feature is tailored for developers, business analysts, and low-code makers. Code generation and execution integrate seamlessly with the Copilot Studio ecosystem to create powerful, AI-driven solutions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"9e97be3e-79a8-f011-bbd3-002248313450", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add enterprise data with new graph connections", "Investment area": "Copilot and AI innovation", "Business value": "With graph connectors, your organization can connect enterprise data and expand the range of content sources available in Microsoft Copilot Studio, Microsoft 365 Copilot, and the broader Microsoft ecosystem. As a maker, you get access to more relevant data sources for the agents you create, without needing custom or complex solutions.
", "Feature details": "Graph connectors help organizations connect their enterprise data. They expand the range of content sources available in Microsoft Copilot Studio, Microsoft 365 Copilot, and the broader Microsoft ecosystem.
With this feature, makers can access more data sources that fit their organization and the agents they want to create. They don't need to build custom or complex solutions. The feature also boosts the quality of agents with graph connectors in Copilot Studio by supporting semantic search for the best results.
These new preconfigured graph connectors include Stack Overflow, Salesforce Knowledge, and GitHub.
Makers can use these connectors as knowledge sources when they create new agents. Administrators can set up new connections in the Admin Center, manage data crawling, and set permissions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/01/2025", "GA date":"03/05/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"5033c973-1f87-ef11-ac21-6045bdfe9661", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use managed agents as a starting point for Copilot creation", "Investment area": "Copilot and AI innovation", "Business value": "With managed agents, you can quickly set up an agent so you can spend more time customizing your agent's logic and functionality. This streamlined approach not only speeds up the development process but also helps organizations quickly adapt to changing business requirements and improve overall operational efficiency.
", "Feature details": "Microsoft provides a catalog of managed agents that you can browse and install from within Copilot Studio. These agents are complete solutions. They're prebuilt with everything you need to immediately connect to related services and provide autonomous capabilities to your users.
Customize these agents with add-ons to help them specialize in a specific domain. Add-ons are packages of connections and capabilities that each managed agent solution uniquely provides.
On the Create page, under Managed agents, you can see which managed agents are available for your current environment. Select an agent to learn more about its capabilities and requirements.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/03/2025", "GA date":"09/11/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"270a04b9-7985-ef11-ac21-6045bdd832dc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/25/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Analyze billing consumption per agent", "Investment area": "Copilot and AI innovation", "Business value": "With the new consumption report, makers can analyze how their agent performs, see the top contributors for consumption, track changes over time, and get insights on how to optimize the agent's efficiency.
", "Feature details": "Understanding the efficiency of your agents and their associated costs is crucial for creating cost-effective agents. With this feature, agent creators can see how efficient their agent is and track its cost over time.
Admins can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add SAP Hana as a knowledge source", "Investment area": "Copilot and AI innovation", "Business value": "With the SAP HANA integration and Copilot Studio, makers can connect to SAP HANA without writing any code. You don't need to copy or ingest tabular data. Although your data stays external in SAP HANA, Copilot uses real-time reasoning to handle natural language queries.
This integration keeps all interactions on live data, so your data stays fresh with no latency. Copilot offers contextual accuracy, helping businesses make faster, more informed decisions without moving or duplicating data.
", "Feature details": "With this feature, makers connect to SAP through a low-code or no-code interface. They don't need to copy or ingest tabular data manually.
Data stays external in SAP, but Copilot uses real-time reasoning to answer natural language queries.
Makers pick specific Databricks tables to use as knowledge sources. Agents answer grounded questions about the data with accuracy and context. You don't need manual integration or scripting to bring the data.
Makers add the knowledge source in Copilot Studio when they create a new agent or configure an existing agent.
Makers don't need to create SQL queries. Copilot Studio uses natural language instructions to query, join, and filter the right tables.
The agent returns data and reasons over it. Then, the agent parses the data conversationally within the chat for the agent user.
The portal automatically enables this feature for you. Find it in the Agent Add Knowledge section. Use it by selecting SAP as a knowledge source.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/20/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"4bc42490-e7a2-ef11-8a69-7c1e52190d97", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Create automated copilots triggered by events", "Investment area": "Copilot and AI innovation", "Business value": "With triggers, you can create fully autonomous agents that react to events such as a table update, a new document, or a newly received email instead of relying on end-user input. This activity feature enables you to track the agent's behavior, including which actions the agent calls and why. With this feature, you can create agents that work in the background to automate business processes for themselves or their team.
", "Feature details": "Currently, user input triggers agents in Microsoft Copilot Studio. When an end user asks a question or sends a message, the copilot reviews a series of maker-defined topics and actions. It uses this information to respond appropriately to the end user.
When you add automated triggers to Copilot Studio, you enable an agent to run without any end-user input. The agent responds to events like an email arriving, a document being created, or a table row being updated. It follows the instructions you define for it.
We add an activity tab to the agents in Microsoft Copilot Studio. Use the activity tab to track each historical interaction with your agent. The activity tab records each time the agent triggers a topic or action as a conversation. You can drill into the interaction and review each action that the agent calls and why it calls the action. For this version of activity, the agent records only interactions with you.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"03/24/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e5e8bd37-046a-ef11-bfe3-7c1e52149b2e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use Microsoft 365 substrate data in agents", "Investment area": "Copilot and AI innovation", "Business value": "You can build agents that use Microsoft 365 substrate data as knowledge for more relevant and accurate grounded responses.
", "Feature details": "You can add these knowledge sources to your agents without any coding. Within the Microsoft 365 environment, the supported knowledge sources are SharePoint and Microsoft Graph connectors.
Start from the configure page for your agents in Microsoft Copilot Studio. When you add knowledge sources, the next screen shows all the supported knowledge sources. Choose the knowledge source you want to add. For example, you can choose a SharePoint document library or an existing Microsoft Graph connection, such as the ServiceNow knowledge base or Confluence.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/21/2024", "GA date":"11/18/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"49dff1e7-698d-ef11-ac21-6045bda935ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Enable agents with new real-time knowledge sources", "Investment area": "Copilot and AI innovation", "Business value": "You can build copilots that use non-Microsoft data from external systems as knowledge for more relevant and accurate grounded responses on real-time data with no data movements.
", "Feature details": "You can now add structured data from Microsoft and non-Microsoft systems as grounding data for your copilots built using Microsoft Copilot Studio. Such copilots allow users to ask questions in natural language about the enterprise systems being used within their Power Platform tenants. Microsoft will build on the natural language query approach released with Microsoft Dataverse knowledge and extend the same to select non-Microsoft services.
Microsoft Services:
*Salesforce - Structured *ServiceNow - Structured *Azure SQL Structured *Zendesk - Structured
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Discover and install agents from Dataverse", "Investment area": "Copilot configuration", "Business value": "Administrators can avoid governance and installation issues with a new entry point in Microsoft Copilot Studio to discover and install agents that Microsoft built.
", "Feature details": "This feature brings the benefits of the Power Platform catalog to Microsoft Copilot Studio. With this feature, you can discover, install, and manage agents across Dataverse environments.
Before you install an agent, you can review and correct the configurations, connections, and environment variables for the agent.
You can track installation status, details, and results without interrupting the underlying work.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/07/2025", "GA date":"07/21/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"73b77c8a-086c-ef11-bfe2-6045bdd7e1ae", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Enrich agents with third party data using extensions", "Investment area": "Copilot configuration", "Business value": "Admins and makers can easily start with out-of-the-box extensions that contain Power Platform connectors, topics, flows, and configuration files. These extensions contain business logic and configuration presets so agents can quickly access third-party data for domain-specific use cases such as prospect to cash, configure price quote, benefits and compensation, and IT helpdesk.
", "Feature details": "Admins and makers can connect to third-party data sources by using prebuilt extensions. Extensions combine connectors, topics, flows, and configuration files so agents can quickly access third-party data for domain-specific use cases. These use cases include prospect to cash, configure price quote, benefits and compensation, and IT helpdesk.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/13/2025", "GA date":"07/18/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"fb26bf8f-8c6c-ef11-bfe2-6045bdd7e1ae", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Block the use of maker-provided credentials for authentication", "Investment area": "Copilot configuration", "Business value": "By blocking the use of maker's credentials by AI agents, admins can increase the security and compliance of agents in their organizations:
This governance feature in Microsoft Copilot Studio allows administrators to restrict how agent tools are authenticated.
This feature lets an admin disable the use of maker-provided credentials for all tools in an agent, ensuring that only end-user credentials can be used for authentication. By applying this control, an agent author (maker) can no longer embed their own credentials into the agent’s tools. Instead, all connections must be established by the end user at runtime through a sign-in prompt. Caching and single sign-on (SSO) could be leveraged at runtime for a specific channel.
Under normal circumstances, a maker could add a tool (like a connector or Power Automate flow) to an agent using personal credentials, and then any end user who uses the agent would indirectly leverage the maker’s access. This could lead to oversharing of data or capabilities. For example, an end user might retrieve information or perform actions that only the maker’s account is permitted to do.
With maker authentication controls enforced, such scenarios are prevented because each end user only has access to what their own account allows. The agent will prompt the user to sign in (to the relevant service or connector) when needed. No stored maker credentials are used at run time, aligning the agent’s behavior with the end-user’s actual permissions.
This feature is not enabled by default, and admins must enable it in the Power Platform admin center for specific environments or managed environment groups.
If admins do not enable these controls, makers retain the freedom to choose authentication methods (including their own credentials) for agent tools as usual.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/03/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5b62ec37-0b51-f011-877a-6045bdeb8a5d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Unpublish connector actions for Copilot agents", "Investment area": "Copilot configuration", "Business value": "By controlling the publication of Copilot connectors, makers and admins can ensure your organization's policies are followed. This control helps in situations where a connector uses outdated content, deprecated connections or services, or needs an update before users can use it again.
", "Feature details": "With this feature, makers and admins can unpublish a previously published Copilot connector.
Copilot connectors let makers connect actions and activities from other services to Microsoft 365 Copilot. However, you might need to disable connectors in certain scenarios. For example, the content or data you're connecting to is out of date, your business no longer uses a specific service, or you need to take the connector offline to update its configuration.
A maker selects a connector to unpublish so it returns to its draft state. This action prevents the connector from appearing as ready and usable in Microsoft 365 Copilot. When you return a published connector to a draft state, you also update its associated solutions. You can edit and publish draft solutions or delete them.
Admins in the environment can unpublish any connectors. Makers can only unpublish connectors they own.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/09/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"65a4e69b-c376-ef11-a670-7c1e5249d4d6", "GeographicAreasDetails":"This behavior applies to all Microsoft 365 Copilot agents, such as Microsoft 365 Copilot for Sales. It doesn't apply to custom agents you create in Microsoft Copilot Studio.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/12/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Strengthen security of Copilot Studio agents with additional threat protection", "Investment area": "Copilot configuration", "Business value": "Custom agents created in Copilot Studio are secure by default. They include built-in protection against various threats, such as user-injected prompt attacks (UPIA) and cross-domain prompt injection attacks (XPIA), which block attacks of these types during the agent's run, and reduce the risk of data exfiltration. To further increase the monitoring capabilities and security of custom agents, Copilot Studio lets organizations configure external threat detection systems for enhanced oversight. These tools operate during the agent's run-time, continuously evaluating agent activity. If the system detects any tools or actions it deems suspicious, it can intervene to approve or block their execution, providing an extra layer of real-time protection and compliance enforcement.
", "Feature details": "The extended threat protection feature for Copilot Studio custom agents gives organizations the flexibility to choose how they secure their agents against advanced threats. Customers can select Microsoft Defender, integrate with other trusted security partners, or develop and connect their own custom monitoring solutions. This “bring your own protection” approach ensures that each organization can tailor threat detection to its unique compliance, operational, and regulatory requirements. During agent runtime, the external system evaluates agent activity in real time, approving or blocking actions as needed to prevent threats such as prompt injection attacks and data exfiltration.
Enabling external threat protection: There are 3 steps for enabling the feature, as described in Enable external threat detection and protection for Copilot Studio custom agents. In short, these steps are:
External threat detection is available only for generative agents using generative orchestration (not classic agents). Organizations are responsible for ensuring their chosen provider’s data handling and compliance standards meet internal and regulatory requirements. This layered security model provides robust, real-time protection and gives customers full control over their agent security ecosystem.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/04/2025", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"4c93b24c-cb88-f011-b4cb-0022482b97f8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Group files with instructions to guide agent answers", "Investment area": "Copilot configuration", "Business value": "File groups empower makers to deliver more precise, context-aware answers by organizing related documents into a unified knowledge source. This improves agent performance, reduces irrelevant responses, and enhances user trust. Makers save time from streamlined knowledge management, especially in scenarios with nuanced or segmented content, such as regional policies or other variables, where traditional flat file ingestion falls short.
", "Feature details": "What are file groups?
With file groups, makers can group up to 500 files into a single knowledge source. In addition to the ability of adding variable-based instructions, agents can narrow their scope of search when queried about relevant and related data.
The ability to query over a collection of files enables the extension of query scenarios to include proper determination of content.
File group requirements:
File group example scenario: Imagine Contoso International Airlines is developing a consumer bot for their customers to assist them regarding questions about their upcoming travel. One of the most common questions they get is about baggage policies.
Situation: We know baggage policies differ based on the type of travel (domestic vs international), customer tier (economy, business, first class), and other attributes.
Solution: Contoso has a collection of PDFs where each policy is written in detail, but they have a document for each customer tier. In this case, each criteria such as “type of flight” and “seat type” can be set up as a variable that helps the agent filter through the knowledge to find the most relevant chunk that satisfies the criteria and retrieves the most accurate answer.
What makes file groups?
File groups are made of three components:
How are file groups different from individual files?
While individual files are each considered their own knowledge sources, a file group uses multiple files as a single knowledge source and uses instructions to help the agent understand the right chunk to find and provide the right information back to the user.
When using individual files as a knowledge source, all knowledge sources will be searched on simultaneously, and the answer provided to the users depends on one or more chunks the agent was able to find in the one or more files, regardless of important variables that may help narrow down the scope of the answer.
When using file groups, searching for the right information happens in two stages. First, the agent looks at the agent-level instructions to understand and get to the right file. Next, the agent looks for the file group instructions to understand how to find the right chunks in the file to answer the user’s query. This way, the agent provides more accurate answers from the right file.
An example of a file group is for a scenario where an organization has information that is nuanced, depending on specific dimensions, such as geographic location, or designation.
How to create a file group
This is a Public Preview enabled feature. Once enabled, the feature can be seen when uploading more than two files at the same time, which is indicated via a toggle that says, \"Group these files (preview)\".
Once the toggle is turned on, the name and description are changed to indicate a group of files, and a new \"Instructions\" field is added. Here the user can add specific instructions with variables to help the Agent find the right knowledge for a given situation.
When a file collection is added as a knowledge source, it is represented using a folder icon. This can be seen in the Overview page (Knowledge section) or the Knowledge page itself.
When to create a file group
File groups can be created at the time of adding new knowledge, through the “Add knowledge” button.
Is it possible to create file groups using pre-existing files?
Currently it isn't possible to create a group using pre-existing files: the same files can be re-uploaded as a new group.
Is it possible to create file groups and upload individual files at the same time?
While it is possible to have both individual files and file collections as knowledge sources for the same agent, it is currently not possible to upload individual files and file collections at the same time: either a set of files is uploaded as a group or as individual files. Makers can do multiple individual files and file group uploads to an agent as needed.
Is it possible to create multiple file groups?
It is possible to create multiple file groups, one at a time, up to 500 knowledge sources.
Is it possible to select a folder to upload a file group?
While direct folder upload isn't supported, it is possible to select all acceptable files inside of a folder to create a file group.
How to remove a file group
When adding new knowledge to an agent, the user has the option to either upload individual files or a group (for more than two files). Before pressing the “Add” button to add the files to the agent, the user can un-toggle the grouping at any time, deciding to upload them as individual knowledge sources.
For existing file groups, by hovering on the knowledge source, a hover menu becomes visible. When selected, there is an option to delete the entire file group.
Note
Deleting the file group includes deleting the files, the Name, Description, Instructions and indexed data. This action is permanent and not reversible, meaning that the user will have to re-upload a new file group in case of deletion.
How to know which files are in each file group
To see the details of a file group such as the individual files that make it, the user can select the name of the file or the hover menu to \"Edit\" the group. This takes the user to the Knowledge details page.
In the Knowledge Details page, individual files can be deleted within a file group, up to two files that are a requirement to make the group.
Is it possible to update or replace a file within a file group?
To update a file inside a group, the old file must be manually removed (deleted) and the new file manually added to the file group:
Can more files be added to a file group?
At any time, new files can be added to a file group:
Can files be removed from a file group?
At any time, files in an existing file group can be removed until there’s only two files left. Two files is the minimum requirement for a file group to exist.
To remove a file inside a file group:
Repeat the process for all files to be removed.
What are the instructions for the file group?
Instructions is a rich text field, where users can include variables such as a user’s location, or Date of Birth, to create requirements for the agent to perform a knowledge search.
What happens if instructions are not provided in a file group?
If instructions are not provided in a file group, the agent will search through all the knowledge contained in that file group, instead of taking certain variables into account and going straight to the most relevant information.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/06/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"50843093-8311-f011-9989-7c1e52165747", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add SharePoint lists as a knowledge source", "Investment area": "Copilot configuration", "Business value": "Instead of users of the SharePoint sites scanning through the SharePoint list to find relevant data, they can interact with a site-level agent through a conversation. This approach saves users time so they can focus on their work. An autonomous agent can also use the SharePoint list to act on the list data.
", "Feature details": "You can now include SharePoint lists within a SharePoint site as a knowledge source for your agents.
SharePoint lists provide extra grounding for agents in several scenarios. Generative answers can include relevant results from SharePoint lists.
Makers add SharePoint as a knowledge source to use SharePoint lists. Then, they select relevant lists from recent lists or my lists.
When you select a specific list, the agent can access all rows and columns. Access follows the access control list (ACL) restrictions you set for the SharePoint list.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"05/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6bbd9450-76f4-ef11-be20-7c1e5267c7b6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Create REST API actions for custom agents", "Investment area": "Copilot configuration", "Business value": "Makers can now access data in source systems through REST APIs when they use custom agents. This capability removes the need to spend time and effort creating custom connectors for each data source they want to enable. You can create these actions natively in the custom agent creation experiences, and no code is required.
", "Feature details": "This feature uses Microsoft Copilot Studio to extend copilots with REST APIs. It provides a no-code way to access data sources when there's no connector. You don't need to do anything to turn on this feature. It appears automatically in the agent authoring experience in Microsoft Copilot Studio. Select Add action, and in the New action dropdown, select the REST API option.
Makers need to upload an API specification, Swagger file, or manifest file. Copilot Studio uses the uploaded file to create the action. Currently, all created actions support only REST API 2.0. If you upload a 3.0 API, Copilot Studio tries to downgrade it to 2.0. Makers provide authentication details with no authentication or Auth 2.0. Providing authentication details might require multiple specific configuration and secret values. Makers select the actions to include and publish the action as part of the agent authoring experience. Makers can use all created actions within their tenant.
We plan to support more authentication methods in the future.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "10/14/2024", "GA date":"11/15/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"538a04b1-0567-ef11-bfe2-7c1e5216a801", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use up to 1000 files per agent for SharePoint and OneDrive uploads", "Investment area": "Copilot configuration", "Business value": "Many enterprises have more than 200 documents they wish to include as part of the agent knowledge experience. This change allows up to 1000 documents to be added using the SharePoint document upload feature. Users will select the document folders they wish to include and the first 1000 files from the selected folder and subfolders will be included to provide access to more business-critical data.
", "Feature details": "Makers using the SharePoint document upload feature in their agent's knowledge will now be able to include up to 1000 files. Prior to this change a maximum of 200 files were available for this feature. The file selection and processing experience remains the same, the only difference is more files can be processed and indexed for use.
This means that instead of SharePoint limiting users to 200 total files (as stored in selected folders) users can use any combination of documents up to 1000, including:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "See and use agent tools on the Tools page", "Investment area": "Copilot configuration", "Business value": "Save time when you extend your agent. Use the Tools page to create, view, and add tools to existing agents.
", "Feature details": "Previously, makers had to create and configure agent tools in a separate location, the Library page in Copilot Studio, from the agents where they wanted to use the tools.
With this update, the new Tools page streamlines how makers can view, create, and use tools.
You can add tools listed on the page directly to any agent within the environment where you created the tool. You can also create reusable and valuable tools across multiple agents in the same environment.
Available tools on the page include:
Create and view tools on the Tools home page. Select Add to agent to add selected tools directly to your agents.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/03/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"9ddd6f22-d704-f011-bae3-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Enforce safe sharing by detecting credential oversharing", "Investment area": "Copilot configuration", "Business value": "This feature helps organizations reduce security risk by preventing agents and flows from being shared when they rely on unsafe identities, such as maker credentials. By detecting identity oversharing early and enforcing safe‑sharing policies at publish and share time, customers can avoid identity leakage, privilege escalation, and unintended access - while still allowing makers to build and iterate safely within approved guardrails.
", "Feature details": "When creating agents, Makers may inadvertently use credentials that rely on maker or system credentials not intended for reuse. When they publish the agent, users of the agent may have access to assets they're not intended to access.
To help enforce the use of safe publishing and sharing policies, the oversharing detection and policy enforcement platform in Copilot Studio:
This enforcement is applied across design, publish, and share stages for makers, helping organizations avoid identity leakage and privilege escalation while maintaining maker productivity.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ab6461bc-b10c-f111-8406-6045bda6fdea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Publish and connect agents to SharePoint sites", "Investment area": "Copilot configuration", "Business value": "When you add custom agents to your SharePoint sites, your team stays productive right where they collaborate. Agents answer questions, retrieve information, and take action in the context of shared documents, plans, or project spaces. This capability reduces time spent switching tools, accelerates task completion, and keeps everyone aligned. With custom agents in SharePoint, your team works faster, makes decisions more easily, and focuses on what matters most.
", "Feature details": "You can now deploy custom agents that you create in Copilot Studio directly to SharePoint sites. When your team interacts with the agent, they stay in the context of shared documents, plans, or collaboration pages without switching interfaces.
When you configure the SharePoint channel, users see a Copilot icon on the site. When users select the icon, they open the agent experience and engage with the agent directly within the SharePoint environment.
The SharePoint channel respects the Authenticate with Microsoft setting by default, so it provides secure, identity-aware responses. It also follows existing data loss prevention (DLP) policies. Admins use DLP rules in the Power Platform admin center to manage its availability.
Makers need write access to the SharePoint site to configure and deploy agents.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/20/2025", "GA date":"05/20/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"85118355-33f5-ef11-be20-6045bdfe08f6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Publish connector actions to multiple Copilot deployments", "Investment area": "Copilot configuration", "Business value": "When you can reuse connect actions, you don't need to recreate actions for every deployment. This capability saves time and effort so you can focus on creating solutions instead of manually reconfiguring or copying connectors.
", "Feature details": "Often, you need to use an action in multiple Copilot deployments. Currently, you need to recreate the same action in each deployment to provide the same experience.
With this feature, you can select a previously published connector action and publish it to additional Copilot deployments in your organization. For example, you can use a previously published connector action from Copilot for Sales and publish it for Copilot for Customer Service or other Copilot for Sales distributions.
You can reuse important functionality without reconfiguring the same action multiple times.
The interface has a Publish button that shows a list of all available endpoints in the environment. Select the endpoints you want. Then, with a few simple clicks, submit the actions to more endpoints for administrator approval.
This feature is on by default. You don't need to configure anything to turn it on.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "03/03/2025", "GA date":"04/21/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"599923ba-0767-ef11-bfe2-7c1e5216a801", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Publish agents to WhatsApp", "Investment area": "Copilot configuration", "Business value": "When you publish your agents on the WhatsApp channel, you open new markets for conversational and generative experiences. Integrating the WhatsApp channel into the available channels for publishing in Copilot Studio makes your agent makers more efficient and reduces the time it takes to get your agent in front of customers. Agent makers can focus on creating agents instead of creating and configuring a new app or pipeline for deployment.
", "Feature details": "When you add the WhatsApp channel in Copilot Studio, your makers can deploy their agents to WhatsApp in just a few clicks.
The WhatsApp channel uses Azure Communication Services (ACS) to connect the agents you create in Copilot Studio with your WhatsApp endpoint. The endpoint is the chat or group where users interact with your agent.
When you publish an agent to WhatsApp (after you get and connect a WhatsApp for Business account to ACS), Copilot Studio gets your WhatsApp configuration from ACS. You can choose the number or endpoint where your agent appears.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/08/2025", "GA date":"09/08/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"28b6ea47-1a54-ee11-be6f-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Easily find and use knowledge data sources", "Investment area": "Core authoring", "Business value": "A more efficient data source selection workflow helps you discover relevant knowledge sources faster and more effectively. You don't need to manually search through a list of data sources. Instead, you can search and select from a list to find the exact data source you need.
", "Feature details": "Connecting agents with the end user's work data through knowledge sources enhances the accuracy of the agent's responses by using domain knowledge. The main challenge in selecting knowledge sources is identifying relevant data and where it's located.
With this update, you get a new experience in Copilot Studio when you select the data sources to use in your agent.
Previously, you needed to know the exact name and location of the data source or spend time to find and select the source. Now, when you set up your agent's data sources, you get a search-first experience that answers your queries and shows applicable data sources.
The new selection experience works with existing knowledge sources and makes it easy to add new sources.
You see the new experience when you select data sources while configuring an agent. For more information, see selecting data sources.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/03/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3793858a-bedd-ef11-a730-7c1e52687260", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Request information from humans in the loop in agent flows", "Investment area": "Core authoring", "Business value": "By integrating human input seamlessly into automated processes via structured forms delivered through Outlook, organizations can accelerate resolution times, improve data quality, and maintain momentum in complex workflows that require human judgment.
", "Feature details": "The Request for Information action empowers businesses to build more resilient and intelligent automations by enabling agents to pause mid-flow and collect missing or critical data directly from users. This reduces flow failures caused by incomplete input, eliminates the need for manual restarts, and ensures that decisions are made with complete, accurate information.
The action is available in agent flows and is called Request for Information. The action introduces a human-in-the-loop step, allowing agents to pause execution and collect specific maker-defined input from people. The inputs can be in the form of text, numbers, email addresses, binary inputs and more.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "07/31/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"5d37154b-ed5a-f011-bec1-6045bdd3f237", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Create Copilot agents in Microsoft 365 Business Chat and Teams", "Investment area": "Core authoring", "Business value": "Embedded authoring empowers information workers to create Copilot agents that boost their personal and group productivity—right from the surfaces they're already using every day, Business Chat for Microsoft 365 Copilot and Microsoft Teams. By making it easy and quick to create Copilot agents that users can instantly use throughout their organization, workers boost their personal and team productivity without having to learn or access a new app.
", "Feature details": "Without writing any code, you can create Copilot agents directly from your conversations with Microsoft 365 Copilot, both on Microsoft 365 Copilot Chat and in the Teams app. Employees in your organization can easily tailor Copilot agents to fulfill specific use cases and scenarios, based on your organization's objectives, guidelines, and branding.
You can build Copilot agents within the familiar Microsoft 365 environment you know, without needing to learn Power Platform concepts or new apps.
With just a few clicks, you can create, share, and customize your Copilot agents. For example, you can connect to other knowledge sources to pinpoint the information Copilot should use to generate responses and act.
Users can share their Copilot agents with other employees. Admins can use security governance controls within Copilot Studio, Power Platform, and Microsoft 365 to ensure business data stays within their business.
For more customization, creators can open their Copilot agents in Microsoft Copilot Studio and use the full set of advanced copilot authoring and publishing capabilities.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/10/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"59fa13b7-fe5b-ef11-bfe2-000d3a18f017", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Build enhanced connectors with the Power Platform Connector SDK and PowerFx", "Investment area": "Core authoring", "Business value": "Enhanced connectors unlock multiple capabilities for makers across the Power Platform ecosystem, driving more usage. In Copilot Studio, use these connectors to ground agents with knowledge.
", "Feature details": "Power Platform connectors play a critical role in allowing makers to build low-code apps, workflow automation, and AI agents. They provide seamless connectivity to various data sources.
With this feature, you can build enhanced Power Platform connectors on top of structured data. These connectors enable makers to use Power Fx when building apps and use knowledge sources in agents built in Copilot Studio.
The Power Platform Connector SDK for structured data enables developers to create a Web API that provides structured data. You can register the Web API as a connector in any Power Platform environment. When you register the Web API, you automatically enable the enhanced experience for makers.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"be9fc524-e6a2-ef11-8a69-6045bdd6bc16", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Grounding an agent to specific public websites", "Investment area": "Core authoring", "Business value": "Instead of always searching the entire internet, agents grounded to specific public websites give users more relevant responses. This improvement makes agents easier to use and drives more usage of both the knowledge sources and the agent.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use MCP-compliant tools in agent workflows", "Investment area": "Core authoring", "Business value": "Integrate proprietary systems, dynamic knowledge sources, and custom actions into your agentic workflows with MCP support, accelerating extensibility while preserving workflow reliability. This integration improves reuse across agents and workflows, reduces duplication of integrations, and embraces an emerging open and extensible agent ecosystem.
", "Feature details": "Model context protocol (MCP) support allows agent workflows to discover and invoke MCP‑compliant tools and knowledge servers as workflow steps.
Agent workflows can pass structured inputs to MCP tools and consume structured outputs downstream, enabling deterministic orchestration around agent‑extensible capabilities. This functionality makes it possible to use the same MCP server across multiple agents and workflows, align with emerging agent standards, and avoid bespoke connector development for every system.
MCP tools execute under existing workflow governance, monitoring, and lifecycle management, ensuring enterprise‑grade control.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"10/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 2", "Release Plan ID":"97796738-39fe-f011-8407-6045bdefe88e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Collect user feedback in Copilot Studio agent builder", "Investment area": "Core authoring", "Business value": "Makers can send feedback directly to the product team when they have a compliment, problem, or suggestion. They can capture their feedback at any stage of the authoring process, include a comment, and choose to send the product team extra metadata for troubleshooting. This feature benefits both makers and the product team. Makers can report issues (or things they like) without breaking their flow and with relevant surrounding context. The product team can quickly react to customer feedback without needing to go back and forth to get extra information for debugging and troubleshooting.
", "Feature details": "Today, end users of agents give feedback with the thumbs up or thumbs down gesture in Microsoft 365 Copilot Chat. We bring this ability to makers during authoring. Makers send feedback by using one of the following options:
In each case, makers share a comment and can let us collect supporting metadata like AI prompt, AI response, and conversation ID when available. Makers can review this data before they send it. Some system metadata is collected automatically.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/28/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8e773302-2ddf-ef11-a730-7c1e5247dfc0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Supporting different formats of SharePoint URLs", "Investment area": "Core authoring", "Business value": "Previously, restrictions existed on the SharePoint URL format. By enabling more SharePoint URL formats, this feature increases the usage of SharePoint data as knowledge sources in agents. The improved experience makes agent creation more efficient.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Reassign an agent's owner with Power Platform API", "Investment area": "Core authoring", "Business value": "Save time and money by ensuring business continuity and enhancing security. Reassigning an agent owner with Power Platform API lets you manage agents when the original owner leaves or changes roles. This capability improves governance and compliance by ensuring all agents have a responsible owner. It reduces the administrative burden on IT teams by streamlining the process of transferring responsibilities. It provides the flexibility needed to adapt to changes in team structures and responsibilities. This capability supports dynamic business environments.
", "Feature details": "When the original owner of an agent leaves the organization or changes roles, the agent becomes orphaned. Orphaned agents disrupt business processes and create security risks because no one manages the agent's settings and compliance requirements.
With this feature, admins with the Tenant admin, Power Platform administrator, or Dynamics 365 Service Administrator roles can use Power Platform API to assign new owners to agents.
The new owner needs a Copilot Studio license and must be a member of the environment where the agent is.
When an admin changes the owner of an agent, the new owner:
The previous owner loses access to the agent. The change doesn't affect other co-owners.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"03/19/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"01c64379-b5f2-ef11-be20-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Configure content moderation level for prompts", "Investment area": "Core authoring", "Business value": "Some customers might need to adjust the harmful content sensitivity level for prompts such as law enforcement, medical assessments, and similar prompts. This feature allows them to lower the content moderation and avoid being blocked by too restrictive system policies.
", "Feature details": "The content moderation level slider in the prompt builder settings allows you to select the content moderation level for the prompt. The level allows your prompt to provide more answers. However, the increase in answers might affect the allowance of harmful content from the prompt.
The moderation levels range from Low to High. The default moderation level for prompts is Moderate.
Lower moderation increases the risk of harmful content in your prompt's responses. Higher moderation lowers that risk but might reduce the number of responses.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/11/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"6845a4c1-40dc-f011-8544-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Invoke agents as workflow steps with the agent node", "Investment area": "Core authoring", "Business value": "The agent node lets you embed reasoning directly into your workflow. This means fewer manual handoffs, faster processing times, and workflows that can handle nuanced decisions without additional development effort, helping teams automate more of their end-to-end processes and reduce operational overhead.
", "Feature details": "Workflows handle structured, repeatable processes well, but many business tasks also require judgment.
Reviewing an expense report against policy, preparing a meeting briefing from CRM data, or triaging a support ticket all involve reasoning that traditional automation can't deliver without extensive custom logic.
The agent node in Copilot Studio is a workflow action that lets you embed that intelligence directly into your workflow.
The agent node available in Copilot Studio workflows (also referred to as agent flows) lets makers call any published Copilot Studio agent as a step within an automated workflow. Instead of building complex branching rules or routing work to a person, your makers can add a single step that calls a Copilot Studio agent to reason, retrieve knowledge, and use tools on behalf of the user. The workflow stays in control of sequencing and reliability, while the agent handles the parts that require understanding.
It combines the agent's instructions, knowledge sources, tools, and reasoning into a single reusable action that accepts a message as input and returns a response for use in downstream steps.
How it works In the workflow designer, makers add the agent node from the action panel under AI capabilities.
They select a published Copilot Studio agent they have access to, compose a message (which can include dynamic content from previous steps), and optionally enable human escalation for cases where the agent cannot proceed on its own.
When the workflow runs, the node sends the message to the agent, waits for it to complete, and makes the agent's response available as dynamic content for subsequent actions, such as sending an email, updating a data source, or branching the flow based on the result.
Authentication and security The agent node executes using the credentials of the user who triggers the workflow.
If the triggering user does not have access to the referenced agent, the agent node action fails at runtime.
This ensures that existing permission boundaries and least-privilege principles are honored without additional configuration.
Administration and governance The agent node is enabled by default for all makers.
Administrators who need to restrict its use can do so through data loss prevention (DLP) policies. No additional setup is required to start using the feature.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"09/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42c502ee-35fe-f011-8407-6045bdefe88e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Create the perfect prompt with help from Copilot", "Investment area": "Core authoring", "Business value": "The draft with Copilot feature empowers organizations to create effective prompts faster and with less effort, even if you aren’t a prompt engineering expert. By using the draft with Copilot feature's assistance to turn natural language into optimized prompts, you can accelerate development and reduce costs.
", "Feature details": "The draft with Copilot feature helps you write your prompts with prompt builder.
The prompt builder makes it easy to get started. Just launch the draft with Copilot feature and describe what you want your prompt to do in natural language, in any supported language. For example, if you describe your prompt in French, the draft with Copilot feature generates the prompt instructions in French. Draft with Copilot then turns your intent into an effective, well-structured prompt that follows prompt engineering best practices.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/21/2025", "GA date":"03/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"73e996f6-6da0-f011-b41c-000d3a110d16", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Search and navigate within your agent", "Investment area": "Core authoring", "Business value": "The universal search feature in Copilot Studio makes makers more efficient and productive. With streamlined universal search, you can quickly find and go to different elements in your agent. You don't need to spend time on manual searches or extra mouse clicks.
", "Feature details": "The new Search within your Agent feature helps you search and go to elements across your entire agent. You don't need to switch tabs or scan through content.
Use a keyboard shortcut (Ctrl + J on PC, Command ⌘ + J on Mac) or select the top-level search icon to search across Knowledge, Topics, Tools, Skills, and Entities in your agent—all from one place.
Search is fast and intuitive. Filters help narrow results and show the most relevant content. With deep linking and keyboard navigation, you can jump straight to what you need in one click.
Streamline your workflow, stay in control, and build with confidence. Search is always available in the top navigation bar or via shortcut.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"672e9b35-b410-f011-9989-7c1e5248e2ba", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add enterprise knowledge to prompt builder with connectors", "Investment area": "Core authoring", "Business value": "This feature enables prompts to use connector data. Previously, prompts could use only data in Dataverse. This enhancement makes your agents more functional and flexible.
", "Feature details": "Prompts are the instruction language for agents. An agent uses prompts when it runs directly from a tool, a topic, or as a flow running behind the scenes. These instructions play a critical role in how the agent performs its various steps. Use prompts to perform data generation tasks in agent.
This feature enables prompts to use connector data. Previously, prompts could use only data in Dataverse. This enhancement makes your agents more functional and flexible.
Select + Add or type / to insert table fields from existing connections.
To create and use prompts in Agent, select either:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "See a unified view of errors, warnings, and governance notifications", "Investment area": "Core authoring", "Business value": "This feature helps organizations enable safe innovation without slowing makers down. By clearly surfacing governance constraints early and consolidating all errors and notifications in one place, makers spend less time debugging late-stage failures and more time building compliant solutions. Customers benefit from reduced support friction, higher maker success rates, and better adherence to organizational policies - driving faster adoption and more predictable outcomes in governed environments.
", "Feature details": "Agent Status is a new section in the Overview tab that centralizes all errors, warnings, and governance notifications in one place, giving makers a clear, consistent understanding of their agent’s state.
In parallel, governed components that are not allowed by policy are visually greyed out, with inline explanations of what is blocked and why, so makers understand constraints as early as possible - before investing time and hitting setup or publishing dead ends.
Together, these changes replace late, fragmented failures with upfront clarity and actionable guidance, reducing confusion and drop‑off in governed environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ef4177f8-b00c-f111-8406-6045bda6fdea", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use Agent Builder in Copilot Chat", "Investment area": "Core authoring", "Business value": "Users can now use the agent builder experience in Microsoft 365 Copilot Chat to create and use their own agents. By creating agents with specific instructions and grounding information, users save time and enjoy a consistent experience. They can use these agents in their Copilot Chat experience or share them with colleagues to boost organizational productivity.
", "Feature details": "Agent builder in Copilot Chat is a new offering that adds pay-as-you-go agents to the existing free chat experience for Microsoft 365 commercial customers.
All Copilot Chat users automatically get this feature. Users select Create an agent in the right rail to open the embedded agent builder.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use the Power Platform API to quarantine and block potentially unsecured agents", "Investment area": "Core authoring", "Business value": "When you quarantine an agent, you save your organization time and money on security issues. This protection keeps your network secure and lets you investigate and resolve the issue without disrupting your organization's operations. When you quarantine an agent, you can limit the availability of agents that don't meet compliance requirements or that violate data loss prevention policies. This approach gives admins extra guardrails for low-code development.
", "Feature details": "This feature adds a critical layer of security by addressing quarantine as an important element of security enforcement and remediation.
When an agent is potentially compromised, such as when it violates data loss prevention policies, it poses a risk to your entire system. By quarantining the agent, admins isolate the threat and prevent it from spreading and causing further damage while they investigate and fix the issue.
Admins with the Tenant admin, Power Platform administrator, or Dynamics 365 Service Administrator roles can quarantine agents by using the Power Platform API to block and unblock an agent. The Power Platform API lets admins select the right method for them, either by using the API's connector via a flow or an agent, CLI, PowerShell. or calling it directly.
When an admin blocks an agent, makers see the agent's blocked status in Copilot Studio. Makers can edit the blocked agent but can't test it.
Agent users can't interact with the blocked agent. If they try, they see an error message.
To learn more about the new quarantine API, read Quarantine noncompliant agents. To learn more about the specific agent quarantine API, read Set Bot as Quarantined. To learn more about how to use Power Platform API in general, read Microsoft Power Platform API reference.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2b7a1e5a-b6f2-ef11-be20-7c1e52643bb6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Build advanced approvals", "Investment area": "Core authoring", "Business value": "With advanced approvals, you can create approval workflows that match your organization's structure and business processes. You don't need to use complex manual workarounds to access new premium features – they're available automatically.
", "Feature details": "The main features of advanced approvals include:
Multi-stage approvals: Users set up complex approval processes with multiple stages. Each stage has its own set of stakeholders who make approval decisions. You can configure each stage separately to meet the specific needs of those stakeholders. This feature mirrors the real-world approval workflows of organizations.
Conditions/Conditional approvals: Users add conditions between stages to ensure flexible decision-making. Approvals are automatically approved, rejected, moved to another stage, or skipped based on whether specific conditions are met. This feature makes the approval process more adaptable and efficient.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use SSO for connectors in agents", "Investment area": "Core authoring", "Business value": "With Single Sign-On (SSO) for connectors, agent users enjoy a frictionless connection to external sources without extra clicks. This streamlined process greatly boosts productivity. Employees can access critical data and services right away without any authentication interruptions. For businesses, this feature brings faster workflows, fewer support requests for sign-in issues, and a more secure and seamless experience for agent users.
", "Feature details": "When you integrate single sign-on (SSO) for connectors in Copilot Studio, users of your agents immediately authenticate for the connectors the agent uses.
With SSO handling authentication for connectors, agent users don't need to enter credentials or go through multiple screens when the agent retrieves information through a connector to a secured service.
When a maker creates an agent, they configure SSO authentication for the agent's connections. When the user starts the connection, the authentication and connection details happen automatically in the background by using the maker's preconfigured data.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "06/17/2025", "GA date":"07/31/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"98777b3f-000a-f011-bae3-7c1e520100ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Import and export topics across copilots and environments", "Investment area": "Core authoring", "Business value": "With these new capabilities, organizations can partition work across different team members. The capabilities allow more reuse across different copilot projects and empower centers of excellence. In turn, ISVs can create and reuse assets to accelerate solution building for customers.
", "Feature details": "Microsoft Copilot Studio is a powerful authoring environment where makers create sophisticated conversational assistants using generative AI and traditionally authored topics. As organizations create and deploy more copilots, they need to reuse common building blocks, such as topics, across copilots. For system integrators (SIs) and independent software vendors (ISVs), reusing building blocks across instances is also important.
Copilot Studio enables customers to export and import topics across copilots and environments. This capability helps customers reuse content and speeds up the multi-copilot authoring environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/11/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"669ec26c-1c54-ee11-be6f-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "See security-related views and statuses for agents within Copilot Studio", "Investment area": "Service, runtime, and governance", "Business value": "Build a sense of security and trust in Microsoft Copilot Studio as a top-tier, enterprise-grade product. Makers can see how and when Microsoft has protected their agents, assessed their agents' status, and determine if any action is needed.
", "Feature details": "The feature automatically turns on for every agent you create in Copilot Studio. This feature set includes the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Add Finance and Operations virtual tables as a knowledge source", "Investment area": "Service, runtime, and governance", "Business value": "Empower makers and decision-makers by connecting enterprise data from Dynamics 365 Finance and Operations directly to agents in Copilot Studio. This connection enables data-driven conversations, reduces the time to insights and helps organizations reason over their business data more effectively without custom integrations.
", "Feature details": "With this capability, makers can add structured business data from Dynamics 365 Finance and Operations directly into Copilot Studio.
With this data, agents give high-quality answers based on operational data, such as financials, inventory, or customer records.
Makers select specific Dynamics 365 Finance and Operations tables to use as knowledge sources. Agents answer grounded questions over enterprise data with accuracy and context, without manual integration or scripting to surface data.
Makers add the knowledge sources in Copilot Studio when they create a new agent or configure or update an existing agent.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"d2bf10f7-1e0c-f011-bae3-7c1e527f320c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Enable express mode for flows invoked by an agent or app", "Investment area": "Service, runtime, and governance", "Business value": "Express mode ensures agents and apps receive timely and reliable responses by dramatically accelerating flow run times. This reduces flow failures, improves user experience, and eliminates costly interruptions caused by timeout issues. Organizations benefit from more dependable automations, higher adoption, and smoother operational workflows.
", "Feature details": "With express mode in Copilot Studio, agents and apps can receive responses from Power Automate flows more quickly and reliably, ensuring they function as intended.
Flows in Copilot Studio that are initiated by an agent or app fail if the flow takes longer than two minutes to complete and respond back to the calling agent or app. In some situations, this timeout can result in the calling agent or app never receiving the information, thus impacting the usability of these agents and apps.
Makers can enable express mode in Copilot Studio to achieve significantly faster flow run times. This feature not only helps flows complete within the two-minute window but also improves overall performance even when no timeout occurs.
This is an opt-in feature, allowing you to test the impact the feature has on your workflows. Makers can enable express mode on their flows from Copilot Studio or Power Automate when creating and editing flows and their triggers.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/17/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5bb12662-a582-f011-b4cc-7ced8d1c3d58", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Audit user interactions with your agents in Microsoft Purview", "Investment area": "Service, runtime, and governance", "Business value": "This feature gives admins a complete audit record of end-user activities when users interact with agents. With this record, security admins can reduce failures, enforce security constraints, meet compliance requirements, and respond to security threats.
", "Feature details": "Microsoft Purview now audits user interactions with agents you create in Copilot Studio.
Copilot Studio logs user interactions with generative AI and sends the logs to Purview. These logs give you context for analyzing and understanding the usability of conversations or agents. The logs show which knowledge sources users accessed and include the text transcript of the conversation.
At first, only activities from authenticated users are supported.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/10/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"21d28a65-2e67-ef11-bfe3-000d3a54b13d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use customer managed encryption keys to secure data", "Investment area": "Service, runtime, and governance", "Business value": "With CMK, security admins get stronger control over who can access your data and how they access it. When you protect your data, you give your business a strong security posture and keep control over your data. When you implement CMK in Copilot Studio, security admins know that agents your makers develop follow your business's security practices.
", "Feature details": "All customer data stored in Copilot Studio is encrypted at rest with strong Microsoft-managed encryption keys by default. Microsoft stores and manages the database encryption key for all your data, so you don't have to.
However, Power Platform provides an option to use customer-managed encryption key (CMK) for added data protection control. Admins can rotate or swap encryption keys on demand. They can revoke and manage their own keys to control access to your customer data at any time.
In this wave, we’re adding support for CMK in Copilot Studio. Your admins can control access to your data through Power Platform Managed Environments. Turn on CMK when you create the environment. It applies to all agents in that environment.
Admins can set up, configure, and manage CMK with Power Platform and Azure Key Vault. Power Platform only allows managed environments to enable CMK.
When you enable CMK in an environment, all Copilot Studio data is encrypted with customer keys. You can cycle, disable, and manage keys within your environment to control data access as your agents' and business needs change.
If you enable CMK in an environment before the public preview date, the environment doesn't use CMK.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/07/2025", "GA date":"05/20/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"113a170e-0f54-ee11-be6f-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Get visibility into knowledge source status and errors", "Investment area": "Service, runtime, and governance", "Business value": "With this feature, you get deeper status visibility and richer troubleshooting knowledge, so you can diagnose and resolve issues more effectively.
Key benefits:
Previously, makers had limited visibility into why their files weren't loading or being used effectively in runtime. With this update, they can now proactively address ingestion issues, reducing dependency on engineering support and speeding up deployment cycles.
This feature enhances the knowledge experience in Copilot Studio by surfacing real-time status updates and error diagnostics for each knowledge source file added.
When a knowledge file fails to load or has issues during processing, makers now see detailed status indicators and contextual troubleshooting guidance directly within the experience.
How to use the feature:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/31/2025" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Enhance IVR with generative answers optimized for voice", "Investment area": "Speech and IVR", "Business value": "By integrating a voice-enabled copilot through Dynamics 365 Customer Service, you drastically improve self-service capabilities and reduce the load on your agents by enabling generative answers optimized for voice interactions.
", "Feature details": "Enhance your voice-enabled copilots with generative answers optimized for voice-based conversations.
With this feature, your copilot can search different data sources and return concise responses formatted for text-to-speech (TTS) without needing to manually author any topics. The feature uses the same authoring configurations and runtime integration, including responsible AI checks, as the core generative answers technology in Copilot Studio. The only difference is the proprietary prompt instructions.
You can use this feature in the same geographical regions as the core generative answers functionality. It's available in all 26 voice-optimized locales in Copilot Studio.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/01/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"10e8aa95-de60-ee11-be6e-002248244c88", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use answering machine detection and proactive engagement tools", "Investment area": "Speech and IVR", "Business value": "Contact Center buyers can now use Copilot Studio agents to handle outbound proactive communications with their customers, which can streamline and improve communication and foster better engagement with your customers.
", "Feature details": "With proactive engagement agents, makers can leverage Copilot Studio to create agents with enhanced capabilities, such as answering machine detection, to handle their outbound workloads.
Proactive engagement agents can be configured in Copilot Studio with these features:
Answering machine detection (AMD) When a machine is detected, the system follows predefined workflows (for example, play a custom message or end the call), thereby reducing nonproductive connections and improving the efficiency of proactive engagement campaigns.
AMD can be configured through a system topic in Copilot Studio.
Post call outcomes from Copilot IVR in near real-time This pipeline shares call outcomes from Microsoft Copilot Studio to Contact Center for all scenarios, including customer hang-ups, helping you quickly decide the next best action.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"01/31/2026", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"c2f2a5ec-cd14-f011-998a-7c1e527e6cf7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Configure SIP X-headers for voice-enabled agents", "Investment area": "Speech and IVR", "Business value": "Leverage Session Initiation Protocol (SIP) X-headers to further tailor your agent experience and pass context data across components of your Contact Center System. This leverage makes connecting cases between departments more efficient and more reliable.
", "Feature details": "In order to ensure your customers have the best possible experience, you need to be able to pass data around the platform. In the interactive voice response (IVR) world, SIP headers are an industry standard.
For Copilot Studio, we've updated support for SIP headers to make it easier to share and pass case information around as part of complex IVR contact center scenarios and agent workflows:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/25/2026" }, { "ProductId": "1019ec3d-1dc5-e911-a969-000d3a4f36ce", "Product name": "Microsoft Copilot Studio", "Feature name": "Use IVR with Omnichannel for Customer Service", "Investment area": "Speech and IVR", "Business value": "Native voice integration in Microsoft Copilot Studio dramatically improves the experience of building voice-enabled bots for customers who use the voice channel in Omnichannel for Customer Service. When your bot includes voice responses and analysis, you increase the ways your customers can interact with your business. Voice integration gives customers faster, more efficient resolutions to common questions. It improves your deflection rate and customer satisfaction scores.
", "Feature details": "Microsoft Copilot Studio includes native voice authoring capabilities when you use it with the Voice channel in Dynamics 365 Omnichannel for Customer Service integrations.
These capabilities include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Admins can enable or disable extension credits for AI Builder", "Investment area": "AI governance and administration", "Business value": "Admins can choose who can request credit extension in Power Platform admin center. In Tenant settings, admins can select if admins can request a credit extension, and separately, if makers can request a credit extension. This allows customers to better control how AI Builder credits are consumed.
", "Feature details": "Admins can now configure if the Request an extension button is available to makers and admins when an environment is in overage. This feature allows admins to decide if a free credit extension can be requested. Without this feature, the Request an extension button is always proposed to makers (in AI Builder models pages) and to admins (in Power Platform admin center) when an environment is in overage.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"09/28/2024", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"ae5055bc-8784-ee11-8179-00224827eb85", "GeographicAreasDetails":"", "Last Gitcommit date":"06/27/2024" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Monitor usage of AI Builder models including GPT outputs", "Investment area": "AI governance and administration", "Business value": "Companies can monitor usage and performance of models and prompts with preconfigured monitoring reports. This capability makes it easier to adopt AI Builder in production scenarios.
", "Feature details": "Use the preconfigured monitoring reports to track which AI Builder models are used, how often you use them, and their associated consumption. This tracking capability helps you deploy AI Builder models more easily in a production setting. When you manage the historical data that your Power Automate flows, apps in Power Apps, or other Microsoft Power Platform products generate, you keep your Dataverse environments efficient and cost-effective.
Use the AI Builder activity page to view AI model activity, including activity that Power Apps and Copilot Studio generate, plus extra tracking of inputs and outputs for GPT text generation models. You can customize this data by applying a filter for the timeframe or model. Makers use the data on the AI Builder activity page to monitor the use of their AI models. Environment admins use the data to monitor all activity and credit consumption in an environment.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/23/2023", "GA date":"07/30/2025", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a186598a-c750-ee11-be6f-6045bda7c23b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Try out AI Builder with the Power Apps developer plan", "Investment area": "AI governance and administration", "Business value": "Try out AI Builder capabilities on developer environments before committing to AI capacity. You get 20,000 credits every month that you can use within your developer environment. This is a great way to explore the possibilities of AI Builder.
", "Feature details": "If you have a developer environment created using the Power Apps developer plan, you can now enjoy AI Builder. This means you can customize models and use them in your flows and apps before committing to AI Builder.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"10/28/2024", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"7ad90482-d953-ee11-be6f-000d3a5474a4", "GeographicAreasDetails":"", "Last Gitcommit date":"07/31/2024" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Use your own generative AI model from Azure AI Foundry in prompt builder", "Investment area": "Extend copilot capabilities with AI", "Business value": "Optimize costs and use specialized models for individual tasks.
", "Feature details": "In prompt builder, the model selection capability gives you a secure connection to a custom model deployed in Azure AI Foundry. With this integration, you can seamlessly add your own fine-tuned and optimized models tailored to specific business needs directly into your Power Automate flows or Copilot agents.
When you use models trained on domain-specific data, such as legal, financial, or customer service information, you can create highly specialized AI actions that go beyond generic language capabilities. This approach opens new opportunities for smarter, context-aware automation and conversational experiences that reflect your organization's unique knowledge and tone.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"09/15/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"03b15fc0-cde7-ee11-904d-00224827e5d4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Process documents with Copilot prompts", "Investment area": "Extend copilot capabilities with AI", "Business value": "Save time and resources when you use prompts that set logic inside Copilot agents. With these prompts, you don't need as much manual work, and you can reuse the prompts.
", "Feature details": "When you use prompts in Copilot agents, you set specific logic to extract and augment information from documents. With this feature, you can:
To use this feature, create a prompt in Power Apps or Power Automate of Copilot Studio. Then, add an input type, such as image or document. Supported types are PNG, JPG, JPEG, and PDF. Now you're ready to include the prompt in a Copilot agent using topics (actions aren't supported yet). Finally, test the agent and publish it.
This feature is enabled by default without any admin configuration.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"09/15/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e3c0a3e4-ce53-ee11-be6f-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Leverage advanced features with Azure Document Intelligence integration", "Investment area": "Intelligent document and email processing", "Business value": "By integrating AI Builder document processing with Azure Document Intelligence 4.0, businesses can process complex documents more accurately. This integration leverages Azure's advanced Optical Character Recognition (OCR), natural language understanding, and layout detection capabilities.
", "Feature details": "Azure Document Intelligence 4.0 brings advanced features like improved Optical Character Recognition (OCR), natural language understanding, and layout detection. With these features, AI Builder can process a wider variety of document types, from structured forms to complex unstructured content. With this integration, AI Builder users can use Azure's latest advancements in machine learning models directly within their workflows. This integration also supports returning table, row, and cell confidence scores.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/12/2024", "GA date":"04/30/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3a5bf110-e8a2-ef11-8a69-0022482921f9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Enhance document processing efficiency with an agent", "Investment area": "Intelligent document and email processing", "Business value": "Integrating the document processing agent into Microsoft Copilot Studio empowers businesses to automate and streamline document workflows. This integration reduces manual data entry and minimizes errors. By quickly extracting, categorizing, and validating information from documents such as invoices and contracts, the agent enhances operational efficiency and ensures compliance with business rules.
", "Feature details": "The document processing agent integrated into Copilot Studio enhances business workflows by automating the collection, extraction, categorization, and validation of data from diverse document types. By leveraging AI capabilities, it seamlessly processes invoices, contracts, and receipts. This agent transforms traditionally manual tasks into efficient, automated actions. The document processing agent includes preconfigured flows and a validation station. With these features, you can easily set up document processing workflows that work without extra configuration.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"6b27c2d9-eaa2-ef11-8a69-6045bdda0799", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Extract information from documents with GPT", "Investment area": "Intelligent document and email processing", "Business value": "With this capability, businesses can use GPT to extract specific fields from documents, forms, and images without pretraining models with sample data. This approach drastically reduces the time and resources typically needed to prepare and fine-tune custom models for document processing.
", "Feature details": "Automating document-related tasks—such as summarizing reports, classifying documents, or extracting content from invoices—saves time and significantly reduces the manual work involved in managing large volumes of data. When you streamline these document and image-based workflows, your organization boosts productivity and efficiency. With automation, you can spend more time on higher-level decision-making and strategic initiatives instead of routine administrative tasks.
With advancements in AI-driven tools, you can define how to process documents or images in an end-to-end workflow by using simple natural language commands. By using the AI Builder prompt in Power Automate or Power Apps, you can easily set parameters for automatic document or image processing. Examples of parameters include key fields to extract, document categories, content summaries, and specific elements to detect within a document or image. With these capabilities, you can automate complex workflows without advanced technical skills.
This innovation eliminates the traditionally complex and time-consuming steps of labeling data and training AI models. You don't need specialized skills in machine learning or data science to automate document processing. Instead, you can seamlessly integrate these capabilities into your existing workflows by using natural language instructions. This approach makes the setup process faster, more intuitive, and accessible to a wider range of users. By democratizing AI-powered automation, you can quickly deploy intelligent document and image processing solutions that drive operational efficiency and enhance the accuracy and speed of routine tasks.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"03/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"46fd9353-c753-ee11-be6f-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Add enterprise knowledge to GPT prompts with Dataverse", "Investment area": "Prompt builder", "Business value": "Companies can combine their unique enterprise knowledge data with GPT requests. With this capability, makers can tailor GPT outputs for specific enterprise use cases. Makers can use GPT to perform scenarios like data summarization and data classification.
", "Feature details": "With this capability, you can add Dataverse data records as an input source to your AI Builder GPT prompts. When you add Dataverse data to GPT prompts, you customize the knowledge from GPT with enterprise data stored in Dataverse.
In prompt builder, select the option to add knowledge to GPT prompts. For example, select specific Dataverse records to include in the prompt. Add specific instructions to filter the data according to the target scenario. This approach amplifies GPT with data knowledge. Use prompts to perform key scenarios like data summarization and classification. You can trigger these prompts from copilots, Power Automate, and Power Apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/19/2024", "GA date":"11/18/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d8d6ca10-cb53-ee11-be6f-000d3a5474a4", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Add enterprise knowledge to prompt builder with connectors", "Investment area": "Prompt builder", "Business value": "Incremental features drive more Microsoft Copilot Studio message consumption. AI prompts are one of the fastest-growing parts of AI Builder (+310% QoQ).
", "Feature details": "Prompts are the instruction language for agents. An agent uses prompts when it runs directly from a prompt or as a flow running behind the scenes. These instructions play a critical role in how the agent performs its various steps. Use prompts to perform data generation tasks in Power Automate cloud flows or Power Apps applications.
This feature enables prompts to use connector data. Previously, prompts could use only data in Dataverse. This enhancement makes your agents, cloud flows, and applications more functional and flexible.
Select + Add or type / to insert table fields from existing connections. Or use Power Fx formulas in the prompt builder to query data.
To create and use prompts in Power Automate, select AI Hub > Build your own prompt in the navigation menu on the left, or select Create text with GPT action when you author a cloud flow.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/17/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"cd5f0aad-6d98-ef11-8a69-00224824051b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Augment prompts with Power Fx expressions", "Investment area": "Prompt builder", "Business value": "Power Fx helps fill some GPT gaps, such as knowledge about the current date, mathematical operations, and counting. You fill these gaps by building expressions with the Power Fx language and adding this context to the prompt with the prompt builder.
Power Fx also helps solve the RAG (Retrieval Augmented Generation) filtering limitations of the prompt builder. Use the Power Fx query language to build complex filters that scope the data to retrieve.
", "Feature details": "You can access the Power Fx designer from prompt builder. Define an expression and name it for inline insertion in the prompt. The prompt dynamically includes information from the expression's execution, enabling more specific responses.
To filter your knowledge, use Power Fx expressions along with the current attribute and value selection. With this approach, you get more control over the data used as the prompt's context.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/03/2025", "GA date":"09/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"cbb97340-56e5-ef11-be1f-6045bdee1826", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Generate coded actions with natural language in an agent", "Investment area": "Prompt builder", "Business value": "The business value is end-to-end business processes execution without manual sequential workflows to perform complex mathematical calculations. You can automate complex operations like write actions to Dataverse, send emails, and create CRM cases. This capability lowers costs by minimizing large language model (LLM) calls, making agent systems about 30% more affordable. The solution delivers higher-quality output with the ability to create graphs.
", "Feature details": "This feature makes prompts actionable with external sources by using logs for validations and better exception handling. This feature also helps to overcome limitations of a native large language model (LLM). The native prompt builder experience in Microsoft Copilot Studio is built on Fluent UI 9 (non-iFramed experience). It removes the wizard for prompt actions by integrating code interpreter elements to work with the new prompt builder experience.
Here are some tasks you can perform with this feature: You can turn on the toggle to generate the code from Adv. Setting. You can turn off the toggle to stop generating the code. You can select the checkbox to write data to Dataverse tables in Adv. Setting. You can open the Preview code to autogenerate Python code and run it. You can edit the Python code and re-run the code. You can copy and paste the code in a code interpreter you find on the internet. You can undo code changes by using the Undo button. When you turn on the setting to write data to Dataverse tables, you can use the Run button to write actions to Dataverse tables.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/16/2025", "GA date":"07/18/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"bc3da70c-77ea-ef11-be1f-7c1e52585ca6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Optimize AI-driven outcomes with prompt evaluations", "Investment area": "Prompt builder", "Business value": "The prompt accuracy scoring feature in AI Builder’s prompt builder gives you data on how effective a prompt is. It offers a high level of testability and, more importantly, evaluates the results of the prompt. With this feature, you can find areas to improve and optimize the accuracy of your prompt, so AI-driven results better align with your business goals.
", "Feature details": "The prompt accuracy scoring feature in AI Builder’s prompt builder helps you build a test suite and check your prompt performance across different versions of prompt development. With these detailed assessments, you can make informed decisions about using prompts in agents, apps, and flows, moving capabilities to production, and improving prompts. This feedback on the effectiveness of your AI prompts helps you optimize clarity and precision.
As you create or refine prompts, the feature analyzes the prompt structure, language, and relevance to the task. It assigns a confidence score to each test case prediction that shows the expected performance of the prompt. The score comes from factors such as specificity, complexity, alignment, and custom assertions. With this score, you get actionable insights to improve prompt phrasing or reduce ambiguity.
By giving you a clear, quantifiable measure of prompt quality, the accuracy scoring feature simplifies the prompt engineering process. It enhances model outcomes and reduces iteration time. With this feature, you get more efficient and reliable AI interactions across use cases.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/15/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"84ef4961-eda2-ef11-8a69-6045bdda0799", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/25/2025" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Test and validate AI prompt actions for better outcomes", "Investment area": "Prompt builder", "Business value": "This feature enhances the reliability and predictability of AI-driven actions by testing and validating generative AI prompt outcomes. By ensuring consistent outcomes, this feature boosts operational efficiency, mitigates risks through early identification and localization of potential issues, and reduces variance in expected outcomes. These capabilities lead to accelerated deployment and improved decision-making. Consistent AI-driven actions also foster the development of intelligent solutions that enhance user experiences, drive customer satisfaction, and align with organizational objectives.
", "Feature details": "This capability helps your organization check how well generative AI prompt actions work across agents, apps, and workflows. When you create test datasets, set evaluation criteria, and run batch tests on prompt actions, you can check results and make data-driven decisions about the maturity or development of these prompts. Prompt actions act as intelligent operations within workflows, so they keep outcomes consistent and reliable. Finding issues early reduces risks, minimizes disruptions, and improves reliability. This capability also speeds up deployment times and simplifies workflows. With this capability, you get smarter AI-powered solutions that boost user satisfaction, improve operational efficiency, and support your organization's goals.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/11/2025", "GA date":"10/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"038d90c0-2f0f-f011-9989-000d3a4e8211", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Define GPT output formats in JSON with prompt builder", "Investment area": "Prompt builder", "Business value": "Use the GPT prompt builder to structure information in specific formats and go beyond basic text processing.
", "Feature details": "With prompt builder, you can create and test specific output formats directly in the AI Builder prompt builder experience. By using prompt builder, you can address multiple scenarios that go beyond text generation. These scenarios include automation context or app behavior extensions where reliable data formatting is crucial. During public preview, JSON formatting is the first supported output format. AI Builder prompts that generate JSON formatting are available from Power Automate, Power Apps including PCF controls, and custom copilots.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/30/2024", "GA date":"11/18/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e0fd2c65-ab84-ee11-8179-00224827eb85", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "eb2f17ac-715d-e911-a968-000d3a4e32b5", "Product name": "AI Builder", "Feature name": "Use o1 reasoning model in prompt builder", "Investment area": "Prompt builder", "Business value": "With this feature, you can add advanced AI reasoning capabilities to your agents, applications, and workflows. By using AI prompts, you create intelligent business solutions for your organization.
", "Feature details": "With prompts, you can easily create sophisticated and custom AI capabilities for business agents, applications, and workflows using natural language instructions. The Azure OpenAI reasoning model (starting with the o1 model) is available in prompt builder, so you can use deep reasoning for advanced AI prompts. With this model, you can analyze large datasets, generate accurate forecasts, extract meaningful insights, and perform detailed analyses.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/21/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"e3768ac5-89f3-ef11-be21-6045bdfeabd7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Enhance AI-powered experiences with Dataverse search", "Investment area": "Activate Enterprise Data in Copilot", "Business value": "With the new Dataverse search configuration in Power Platform admin center, you can choose between Dataverse relevant search (global search) for business apps, rich Copilot search on Dataverse data for agents, or disable search on Dataverse data entirely. This configuration gives you granular control to help manage storage capacity.
", "Feature details": "Enhanced Dataverse search
Dataverse search improves its indexing process to make search more efficient and deliver a higher-quality search experience. All generative AI-powered experiences, such as Copilot and Agents, require Dataverse search.
Enable Dataverse search so users get a better search experience in model-driven apps and can use generative AI capabilities.
When users turn on enhanced semantic indexing for features like Copilot and Agents, Dataverse search uses more storage. This change depends on Copilot feature availability.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2dd3bb52-c6b8-ef11-b8e8-7c1e52496b9f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Build your agentic flows with Dataverse SDK for Python", "Investment area": "Build your low code hyperscale backend on Dataverse", "Business value": "Enables data scientists and developers to create, access, and manage Dataverse business data using Python programming. The Dataverse SDK for Python implements common Python programming paradigms and best practices, provides a more natural Python interface to Dataverse, and supports community contributions.
", "Feature details": "The Microsoft Dataverse SDK for Python empowers data scientists and developers to build intelligent, compliant, and scalable agentic flows that integrate seamlessly with Dataverse. In the agentic age, where autonomous agents orchestrate workflows and act on behalf of users, the SDK provides the essential tools to interact programmatically with enterprise data platforms. The SDK supports structured data access, composable APIs, and governance features that are critical for building trustworthy and efficient agents.
Key capabilities can include:
The SDK for Python offers a streamlined developer experience with support for common Create, Retrieve, Update, and Delete (CRUD) operations, bulk data processing, metadata access, and observability tools. SDK Python packages are to be published on PyPI.org with open-source support. The SDK is strategically positioned to enable agent-native development with semantic modeling, secure impersonation, and compliance built-in.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/19/2025", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"ac3a79e2-fca5-f011-bbd3-000d3a184f11", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Guided table selection for first‑time Dataverse sync", "Investment area": "Build your low code hyperscale backend on Dataverse", "Business value": "Guided table selection removes a major source of friction for first‑time customers syncing Microsoft Dataverse data to Microsoft Fabric. Instead of being forced to initially sync all Dataverse tables and later navigate a complex “manage tables” experience to undo unnecessary selections, customers can choose exactly what they need upfront. This feature significantly reduces onboarding complexity for new admins, prevents accidental over‑syncing of hundreds of tables, and lowers storage and compute costs by ensuring only business‑relevant data is replicated. It also addresses one of the most frequently requested features, directly improving customer satisfaction and trust in the platform.
", "Feature details": "Guided table selection introduces first‑time table selection during initial Dataverse‑to‑Fabric sync setup, making table scoping a core part of the onboarding flow rather than a post‑setup correction. This first‑time table selection directly addresses confusion and cost issues caused by today’s default “sync everything” behavior.
Table selection at initial sync allows customers to explicitly choose which Dataverse tables are synced before any data movement begins, providing these benefits:
By shifting table selection earlier in the journey, this feature delivers a cleaner initial setup, better cost control, and a more predictable analytics experience—especially for customers new to Dataverse and Fabric.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"6aa0639d-fa08-f111-8406-7c1e525b1633", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Source code integration", "Investment area": "Build your low code hyperscale backend on Dataverse", "Business value": "Integration with source control systems plays an important role in enterprise software development change management. With this integration, you can audit all changes, review changes before you deploy them to production environments, and protect yourself from mistakes by easily rolling back changes. This feature also supports larger team development with multiple isolated development environments.
", "Feature details": "This feature enables you to provide an Azure DevOps source code repository to bind to the environment and solutions. When you make changes to solution components, you can commit those changes to the repository. You can pull changes to the source code that you make from other environments or through direct modification of the files. You identify and resolve conflicts between those changes.
You can build solution files for deployment to other environments directly from source control without having an environment present. Use Power Platform tooling or pipelines in Power Platform to deploy solution files to other environments. Use advanced source management techniques and implement governance controls to ensure the quality of code and deployments to other environments are consistent with your policies and practices.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/05/2024", "GA date":"04/22/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3d12c8c1-0088-ee11-8179-000d3a4e9eae", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Improved maker experience with unmanaged changes", "Investment area": "Build your low code hyperscale backend on Dataverse", "Business value": "Makers get an improved experience when they work with unmanaged customizations in Microsoft Dataverse. Users spend less time investigating issues related to unmanaged customizations and can better organize solutions.
", "Feature details": "This feature improves the maker experience so that citizen developers can easily spot unmanaged changes and work with those changes in bulk. They can move changes to an unmanaged solution or remove changes when they're unnecessary. With these changes, citizen developers encounter fewer issues with solutions that come from missing dependencies or unintentional layers that hide other solution changes. Managing solutions requires significantly less effort.
These changes appear in the solutions experiences in Power Apps (make.powerapps.com):
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Create reusable functions with Power Fx", "Investment area": "Build your low code hyperscale backend on Dataverse", "Business value": "Reduce your client-side workload with Power Fx functions. These functions are reusable pieces of business logic that run server-side and execute a specific set of commands within Microsoft Dataverse.
By streamlining your development process, these functions bring business value through cost-effective and flexible solutions. They democratize the ability to create and manage business logic.
Functions make Power Apps a more powerful and scalable platform for organizations like yours. With minimal resources, you can build tailored, business-critical applications while maintaining control and governance.
", "Feature details": "You can now quickly compose and deploy simple yet powerful Power Fx business logic inside Power Apps (make.powerapps.com) without deep coding expertise. This capability was previously known as low-code instant plugins. By simplifying the creation of business logic, you reduce reliance on pro developers and accelerate your development process. You also boost cost efficiency and reusability while democratizing application development. The updated feature name, functions, replaces plug-ins to better reflect the feature's capabilities. Functions are server-side logic that you can reuse across multiple apps and solutions within Power Apps. They promote consistency and scalability across the organization:
Key features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Process app data more efficiently with delegation", "Investment area": "Build your low-code, hyperscale backend on Dataverse", "Business value": "The key to building efficient apps is to minimize the amount of data that must be brought to your device. Delegation is where the expressiveness of Power Apps formulas meets the need to minimize data moving over the network. In short, Power Apps will delegate the processing of data to the data source, rather than moving the data to the app for processing locally.
", "Feature details": "The delegation issue in canvas apps is a problem that occurs when you use certain functions or operators in a formula that can’t be delegated to the data source. Delegation means that Power Apps sends the processing of data to the data source, rather than moving the data to the app for processing locally. This way, you can work with large data sets (more than 500 records) efficiently and avoid wrong results.
If the data source has more rows than the delegation limit (500 rows by default, though you can increase the limit to 2,000) you might not be able to pull in all the data you want in the way you want without extra work. You'll normally see a small yellow warning symbol in your app when editing to let you know that something you're doing will hit the delegation limit and so you might not get the results you expect. The goal of this feature is to address this gap in the Dataverse platform. The following are the scope that will be supported in queries:
The security roles risk assessment tool enhances your business security by ensuring compliance with baseline policies. It automates risk detection, flags noncompliant roles, and gives role owners options to adjust privileges or request custom profiles. This proactive approach safeguards sensitive data, reduces vulnerabilities, and ensures regulatory compliance. It strengthens your business's security posture and operational efficiency.
Impact on your business:
When you implement the security roles risk assessment tool in your organization, you continuously monitor security, quickly address risks, and keep your data secure. This approach gives you peace of mind and provides a strong foundation for your business operations.
", "Feature details": "The security roles risk assessment tool helps you improve your business security and compliance standards. This feature automatically scans all security roles in Microsoft Dataverse. It compares each role's privileges with predefined baseline access levels. The tool flags noncompliant roles so you don't miss any potential security risks.
Key features and benefits:
Automated scanning:
Noncompliance flagging:
Role owner empowerment:
Custom risk assessment settings profiles:
Admin review and approval facilitation:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Implement calculated column capabilities inside formula columns", "Investment area": "Build your low-code, hyperscale backend on Dataverse", "Business value": "This feature gives you the ability to define more calculations inside the formula columns than the legacy calculated field supports, so makers get to define these calculations in one place.
", "Feature details": "The goal of this feature is to address calculated columns capabilities that aren't currently supported inside the formula columns. Formula columns will eventually replace the classic calculated columns feature.
Here are some of the known gaps that formula columns don't support today:
With this feature, makers can resolve missing dependencies during solution import without needing help. They don't need to contact Microsoft for assistance.
", "Feature details": "We're enhancing the missing dependencies page that appears during solution import. This change makes it easier to understand and resolve dependencies. You can see dependencies that are missing during solution import because of applications that aren't installed or up to date, missing managed solutions, or missing unmanaged components. The page also guides makers through resolving missing dependencies so they don't need to contact customer service.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/22/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b0c04c10-c5a2-ef11-8a69-6045bdd6bc16", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Scan files and attachments for viruses and malware", "Investment area": "Data ingestion in Microsoft Dataverse", "Business value": "Enterprise and financial services customers are required to protect their files from virus and malware to comply with the security compliance guidelines.
", "Feature details": "Customers are handling more than 520 million files and uploading them into Dataverse daily. We have detected that some of these files are infected.
With this feature, Power Platform admins can set their environments up for scanning their users' file uploads. When infected file uploads are detected, the infected files are quarantined to prevent users from accidentally downloading them. Admins have the ability to check the infected files and decide whether to report them to Microsoft or to delete them.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/28/2024", "GA date":"08/28/2024", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"053aaf70-a152-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"", "Last Gitcommit date":"01/25/2024" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Enable auto-cleanup for jobs and logs to manage storage", "Investment area": "Data workspace", "Business value": "Improves system performance and saves on storage by cleaning up system jobs and plug-in trace logs to comply with your company's retention policy.
", "Feature details": "AsyncOperation and WorkflowLog tables store data from workflows, plug-ins, and background jobs. Heavy usage can cause these tables to grow large, impacting performance and storage.
To better manage storage and maintain performance, these table records can be deleted by configuring additional bulk deletion jobs. These custom jobs should be set up to delete all completed system jobs—regardless of their type or outcome—that are older than 30 days. This includes records in both the AsyncOperation and WorkflowLog tables.
By regularly cleaning up these records, organizations can prevent excessive data accumulation, reduce storage costs, and avoid performance degradation in environments with heavy use of workflows, plug-ins, or background operations.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"09/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f3b604f7-ac56-f011-877a-7c1e5215136c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Accelerate value with better email validation", "Investment area": "Data workspace", "Business value": "Makers can leverage more out of the data as an asset from the smarter data layer in Microsoft Dataverse. For example, when makers create a column using email data type in Dataverse, any model-driven apps and canvas apps using the email column will receive automatic validation, which is helpful in guiding end-users to enter better email data.
", "Feature details": "App users can leverage more out of the data as an asset from the smarter data layer in Dataverse. Examples include enhanced email address validation when using the email column type. This email address validation is an early adoption feature to test product market fit for smarter data layer infused with AI models, its technical feasibility, and its technical patterns.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"10/28/2024", "Public Preview Release Wave":"2023 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d8077103-a8c9-ed11-b597-000d3a4e511f", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Solution management in Microsoft Copilot Studio", "Investment area": "Data workspace", "Business value": "Solution management stands out because of its end-to-end application lifecycle management (ALM) capabilities in Copilot Studio. It deeply integrates with Microsoft 365. With other products, you need to use ALM tools outside the product or from the market. Solution management in Copilot Studio gives you ALM capabilities to create, edit, extend, and deploy copilots. It offers ease of use, better results, and cost-effectiveness.
", "Feature details": "Key features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Maintain security role privileges for better solution import", "Investment area": "Data workspace", "Business value": "Support the application lifecycle management (ALM) process by updating security role privileges after managed solution import.
", "Feature details": "When a Power Platform admin updates security roles that system predefined, customizable, or custom security roles previously imported through a Dataverse managed solution, importing an update to the managed solution that contains those security roles or refreshing those security roles overwrites the updates.
This feature merges the system predefined customizable security roles, custom security roles, and privileges with the updates to security roles and privileges that the Power Platform admin makes in an environment. The feature doesn't overwrite existing updates.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/31/2024", "GA date":"02/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"6b707941-9c52-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Assisted mapping for standard dataflows", "Investment area": "Data workspace", "Business value": "Use the assisted mapping feature to ingest data into existing Microsoft Dataverse tables faster and with greater confidence. This feature in standard dataflows uses AI to recommend existing Dataverse tables for your new data. After you select a table, the feature suggests column mappings based on the semantic meaning of column names and column data types. It also helps improve data quality by alerting you to any column type mismatches before you publish the dataflow.
", "Feature details": "This feature updates the Load to existing table option within standard dataflows in Power Platform. It updates the user interface and adds functionality that recommends existing Dataverse tables for new data. When you select a target Dataverse table, the feature recommends how to map the columns and alerts you to any type mismatches.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "12/02/2024", "GA date":"08/05/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2a4fe25b-67c1-ee11-9079-000d3a57416d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Manage system views with security roles", "Investment area": "Data workspace", "Business value": "Using role-based views simplifies the usability of a business line app when multiple users with different needs are introduced. For example, team leads or supervisors working in the case table have different system view needs than a case service rep. Standard system views like My Cases and My Cases closed Today, just create clutter for the supervisors. So, multiple apps are being created for a cleaner experience.
", "Feature details": "Currently, when users are on a table form such as an account form, a list of system views is automatically displayed so the user can choose. Often this list of views is overwhelming and long and most of the views aren't relevant to users. Makers and admins don't have the ability to select the views that are applicable to their target users by security role.
With this feature, the admin can select the appropriate system views for their respective users by security role. Users with the selected security roles will only see the system views that were shared with their security role.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/10/2025", "GA date":"08/30/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a3aafdb4-9752-ee11-be6f-000d3a55bcf1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Share apps and data access modernization", "Investment area": "Enterprise data activation", "Business value": "We're modernizing the maker app sharing experience by streamlining the process with a one-click sharing experience. The system automatically creates the respective security role and assigns it to the selected user.
", "Feature details": "Currently, when makers share their apps, they often miss the required step to create the appropriate security roles for their app. The security role creation step is not part of the app making process and is done outside of the maker experience on the Power Platform admin center. The security role creation also requires elevated admin privileges that makers might not have.
With this feature, makers can easily share their app and table access with their users. Makers don't need to leave Power Apps to create the required security role for their apps. They can share their app and specify what permission level to provide for the tables in their app as part of the app sharing experience.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"faee80ec-9d52-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"", "Last Gitcommit date":"02/12/2024" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Insights from Microsoft Fabric are available via virtual tables", "Investment area": "Data workspace", "Business value": "When you link Microsoft Dataverse to Microsoft Fabric, you can access Dataverse data to work with Fabric tools. You can combine your Dynamics 365 and Dataverse data with data in Fabric that comes from your data warehouses, devices, sensors, or other clouds through shortcuts. You can join and aggregate data, and you can apply AI and machine learning to detect patterns and trends. Insights are only valuable when you can act on them. Now, you can bring the insights you find in Fabric, such as key performance indicators (KPIs) and aggregated data, into make.powerapps.com so that makers can build apps and act without making copies or using non-Microsoft tools.
", "Feature details": "When you use the link to Microsoft Fabric feature in Dataverse, you can extend your data and insights in Dynamics 365 and Power Apps to Microsoft Fabric. Bring your data into Microsoft Fabric and combine, reshape, and aggregate data from Dataverse. Use Microsoft Fabric tools such as SQL, Spark, and dataflows to work with your data. For example, you can:
Insights aren't complete unless you can drive action and business processes. Bring insights you find in Microsoft Fabric to build apps. Use Power Automate to drive business processes without copying data. This solution requires no extract, transform, and load (ETL) processes or non-Microsoft integration tools.
With Dataverse virtual tables sourced from Microsoft Fabric, your low-code app builders connect to data in OneLake. They build apps with Power Apps to drive business actions. With Power Pages, low-code makers can build external-facing websites. They drive action from OneLake insights with partners, suppliers, and customers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/15/2023", "GA date":"11/28/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9a781487-83c9-ed11-b597-00224827e389", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Prevent data exfiltration with the app access control", "Investment area": "Data workspace", "Business value": "You can protect against data exfiltration by managing and controlling what apps run in your Dataverse environment. Data exfiltration safeguards prevent unauthorized removal of sensitive information from your environment. With these safeguards, your business maintains continuity and complies with regulatory requirements.
", "Feature details": "By default, when you turn on the App access control feature, only approved apps run in an environment, such as Dynamics 365 Sales or Dynamics 365 Customer Service. The local environment admin chooses which apps users can run in the environment. The feature blocks unauthorized apps when users try to access them.
To help admins choose which apps to approve, turn on audit mode for at least one week to collect a list of apps that users run in an environment. With this audit log list, admins can decide which apps to allow or block.
For apps you allow, assign security roles to restrict who can run those apps in the environment. Only users assigned to the security role can run the apps.
Admins can go to the Security > Access controls page in the Power Platform admin center and turn on the App access control feature. Admins select the applications and security roles to allow access.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "12/13/2024", "GA date":"04/11/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5197f45a-ae84-ee11-8179-000d3a5744ca", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Review security role descriptions and definitions", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "Admins no longer have to hunt for information about security roles. Each security role is now documented in the Power Platform admin center, where the admin can view the description of the role, see which solutions and apps the security role applies to, and view the respective, core table privileges.
This feature provides clarity to admins so they can effectively manage the users in their environments.
", "Feature details": "With this feature, admins can view security role information inside the Power Platform admin center, including the security role description, which solutions and apps the security role applies to, and respective, core table privileges. This information is visible in the settings of each environment.
This feature provides the following benefits:
Eliminates redundant, manual updates in documentation.
Enables self-documenting security roles, improving transparency and compliance.
Prepares us for agent-driven automation, where descriptions and summaries can be generated and validated programmatically.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Enable makers to author custom actions in Copilot Studio", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "Enable more makers with zero to minimum coding knowledge so they can author business logic using natural language inside Microsoft Copilot Studio.
", "Feature details": "Makers will be able to author instant low-code plug-ins as custom actions inside Copilot Studio with data grounded inside Microsoft Dataverse to perform powerful business operations. The experience planned is as follows:
Build plugins. Look up enterprise data in Dataverse, expose generative answers, call your backend APIs, or manually create new topics for Copilot to talk about.
Publish back to Copilot. Publish and enable your new plug-in.
Begin the conversation. Interact within Copilot chat and see your data and workflows come to life without leaving the app.
Makers can add their enterprise data, such as Dynamics 365 data and Power Apps data powered by Microsoft Dataverse. With this data, custom copilots give users relevant business insights by using retrieval-augmented generative (RAG) technology.
", "Feature details": "To get value from AI, you need to integrate enterprise knowledge with foundational models. This integration includes both enterprise data and data in application silos. When you add knowledge to custom copilots, you make it easy to ground large language model responses in enterprise data stored in Dataverse. This data represents Dynamics 365 and Power Apps. With knowledge, copilots give users relevant business insights in a secure and compliant way. This feature enables makers to add knowledge sources to custom copilots for enterprise data stored in Dataverse.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/23/2024", "GA date":"05/22/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b9a64dab-3be6-ee11-904d-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Enable Copilot with knowledge from non-Microsoft services", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "Makers can build copilots that use non-Microsoft data from external systems as knowledge for more relevant and accurate grounded responses.
", "Feature details": "Makers will be able to add structure to unstructured data from non-Microsoft systems, such as Salesforce, ServiceNow, Zendesk, and so on, as grounding data for their copilots built using Microsoft Copilot Studio. Such copilots enable users to ask questions in natural language about their enterprise systems being used within their Power Platform tenants. Microsoft will build on the natural language to query approach released with Microsoft Dataverse knowledge and extend the same to select non-Microsoft services.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"4c5074bd-bcea-ee11-a204-00224827e012", "GeographicAreasDetails":"", "Last Gitcommit date":"09/03/2024" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Enable makers to create Dataverse AI prompt columns", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "Makers can use generative AI prompts to improve data quality so users can efficiently process customer feedback and inquiries.
", "Feature details": "Information workers face an overwhelming amount of data and spend a lot of time reading and processing it every day. They also spend a lot of time preparing responses to inquiries and organizing information for analysis.
With this feature, you can easily generate data and summarize it into information. You can prioritize responses based on urgency (sentiment), categorize responses (classify), extract pertinent info like email addresses and phone numbers, and generate replies by using Microsoft Dataverse generative AI prompts. You can define and extend this enriched information as part of the record and query it.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/30/2025", "GA date":"05/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"695d3aa3-f2e6-ee11-904d-000d3a574bff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/26/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Autofill case and field service forms with AI", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "Support users spend considerable time filling out new case and field service forms. Using Microsoft Dataverse form predict AI, these forms can be autofilled. This reduces the time to create new records and also provides better quality data.
", "Feature details": "Capturing data and creating a new record using a form is both tedious and time consuming. Case managers and workers not only have to gather data from sources, like email and chat, they also have to type and enter numerous fields on these forms to create a new case or field service record.
With this feature, these new records from forms are autofilled based on generative AI so that case managers and workers can spend more time to tend to their customers to help ensure better customer service.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/28/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"2c2e3134-e7e6-ee11-904d-000d3a574bff", "GeographicAreasDetails":"", "Last Gitcommit date":"07/31/2024" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Use application lifecycle management in Copilot Studio", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "When you use a solution, you can easily transfer actions you create in Microsoft Copilot Studio from one Power Platform environment to another environment. This capability ensures that you can easily port actions while keeping their integrity and functionality across different environments. When you use solutions, you streamline the process of moving actions. This approach enhances efficiency and reduces the risk of errors during transitions. This feature is especially helpful for organizations that operate in multiple environments. It simplifies how you manage and deploy actions. This feature contributes to a more agile and responsive development process.
", "Feature details": "When you create an action in Copilot Studio, you automatically save it in a solution. If you don't add the action to an existing solution, Copilot Studio creates a new solution using the action name. This feature makes it easier to move actions between environments.
![\"Solution\"](\"media/solution-action-creation-final.png\" "\\"Solution\\"")
To move actions to another environment, select Export solution on the details page for the current environment. Then, import the solution into the target environment from Copilot Studio. This process makes it simple to transfer actions and keep consistency across environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/21/2024", "GA date":"02/28/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"7cb09e8b-afe8-ee11-904c-000d3a55bcf1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Create virtual table to native table relationships", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "With this feature, you can build applications that use virtual tables for lookups and filtering. You can create complex applications that use relationships between virtual tables and native tables.
", "Feature details": "This feature support relationships between virtual tables and native tables. The feature includes the following capabilities:
Simple lookup operations:
Expansion operations with types of join inner and left outer:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Leverage knowledge recommendations to easily add knowledge in agents", "Investment area": "Extend your copilots with knowledge and actions", "Business value": "You can now reuse knowledge in new agents with a simple, one-click experience. You don't need to configure synonyms or the glossary. Just go to the recommended knowledge, select Add, and bring a full knowledge source to your new agent.
", "Feature details": "You can easily add previously used knowledge with the one-click add experience. These recency-based recommendations include four knowledge sources: files, Microsoft Dataverse, SharePoint, and public websites. You can view the top 10 recommendations based on the knowledge you added in other agents. When you select Add, you upload the file or add the Dataverse table. You also add the synonyms and glossary configurations to your agent.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "05/19/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"596a5d78-1e1a-f011-998a-7c1e521a9c2c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Monitor batch workloads with Azure Monitor Application Insights", "Investment area": "Finance and operations cross application integration", "Business value": "Batch telemetry in Microsoft Dynamics 365 enables organizations to diagnose performance bottlenecks and scheduling issues more effectively. With built-in support for alerts and dashboards in Azure Monitor Application Insights, teams can proactively monitor and resolve issues faster. The feature empowers pro developers and admins with actionable insights, enhancing observability and operational efficiency.
", "Feature details": "Batch telemetry integration for Dynamics 365 finance and operations apps enhance observability by streaming detailed telemetry into Azure Monitor Application Insights, allowing organizations to monitor and diagnose batch workloads with precision. This feature introduces telemetry signals that capture batch job start and stop times, throttling events, and thread availability, helping teams assess execution duration and resource constraints. It also includes telemetry for batch queue sizes across priority levels, enabling visibility into scheduling bottlenecks, and provides detailed failure diagnostics with call stack and exception metadata for failed batch tasks. These insights empower operations teams and developers to proactively monitor performance, troubleshoot issues, and optimize scheduling through dashboards and alerts.
Batch signals that have been introduced under Monitoring and Telemetry in Dynamics 365 are:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/22/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Monitor data management framework with Azure Monitor Application Insights", "Investment area": "Finance and operations cross application integration", "Business value": "Data management framework telemetry gives customers real‑time visibility into data import and export jobs. It provides progress tracking, detailed error insights, and proactive alerts through Azure Application Insights, helping teams troubleshoot faster, reduce operational effort, and run data management more reliably.
", "Feature details": "Data management framework telemetry integration for Dynamics 365 finance and operations apps enables organizations to gain deeper visibility into data management executions, such as import and export jobs, by streaming telemetry directly into the customer's own Azure Application Insights instance.
With this integration, customers can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Update RSAT to use new authentication", "Investment area": "Finance and operations cross application integration", "Business value": "Microsoft is strengthening authentication for all users, including those who use finance and operations apps. To improve security, we removed the option to authenticate with self-minted certificates or certificates from Microsoft Dynamics 365 Lifecycle Services. With this change, authentication is more secure, and tenants don't need to turn off multifactor authentication (MFA).
", "Feature details": "With this release, you can use Microsoft Entra ID certificate-based authentication for RSAT. This authentication model issues user account certificates for Microsoft Entra ID accounts. You install the certificate locally in the RSAT environment and use it as evidence during authentication. This model supports per-user configuration, so the certificate can provide evidence for MFA. Microsoft Entra ID certificate-based authentication is a free feature available with all editions of Microsoft Entra ID. It removes the dependency on the premium Microsoft Azure Active Directory conditional access policy.
This release replaces prior versions.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/09/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f8996e52-cc26-f011-8c4e-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Test Power Apps with the test engine", "Investment area": "Improve Copilot Studio ecosystem for enterprise scale", "Business value": "With this capability, you can test Power Apps and eliminate regressions. You get more robust applications with fewer bugs. When you run the tests as part of the build pipelines, you make sure that problems never reach production.
", "Feature details": "The test engine can test canvas apps and model-driven apps from the Power Platform command-line tool or directly from the application. The test engine is open source.
The test engine uses updated authentication that meets current requirements. It's built on an extensible platform, so you can add new features. The test engine supports AI feature testing and other new capabilities. All tests use Power Fx in YAML files. Makers and pro developers can use the test engine. Developers can integrate with Playwright to create tests in C#. You can find many samples and documentation in the test engine GitHub repo and in Microsoft Learn articles.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"ba01daf4-cc26-f011-8c4e-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Reduce system downtime when applying customer managed key", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "Enable system availability as soon as core Microsoft Dataverse storage services are available. Make the search and Copilot customer managed key processes continue to run while the system is up. This approach reduces system downtime and enhances the user experience.
", "Feature details": "Reduce system downtime by running the long-running search process and Copilot index process at the same time while the system runs. The system uses the new encryption status Encrypting - online. With this status, users can access the system while the search process and the Copilot index process finish without affecting the user or system experience.
Admins can monitor the progress for applying customer managed key encryption in the Power Platform admin center. When the encryption status changes from Encrypting to Encrypting - online, admins can tell users the system is available.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/15/2025", "GA date":"07/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"22f9a5a5-e73f-f011-b4cb-7c1e5266971b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Restore deleted records within a specified timeframe", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "The restore deleted records feature in Microsoft Dataverse provides a safety net for accidental or bulk deletions by enabling easy recovery of records within a configurable retention period. It reduces data loss risk, saves time and costs associated with complex restores, and boosts user confidence, all while giving admins full control over enablement and governance.
", "Feature details": "Managing data in Dataverse often involves deleting records—whether through routine processes, bulk operations, or accidental actions. Until now, recovering deleted records has been difficult or, in many cases, impossible.
The feature addresses this challenge by providing a simple, reliable way to restore deleted data. It allows admins to recover table records from any type of delete scenario—manual, automated, single, multiple, or bulk—within a configurable retention period of up to 30 days.
Key highlights:
With the ability to restore deleted records, you gain greater control and resilience in your data management processes, reducing the risk of permanent data loss.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/30/2024", "GA date":"04/01/2026", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5fdcd670-9401-ef11-a1fd-0022481cac3c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Update system jobs retention policy", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "This feature improves system performance and saves on storage by cleaning up system jobs and plug-in trace logs to comply with your company's retention policy.
", "Feature details": "**AsyncOperation **and WorkflowLog tables store data from workflows, plug-ins, and background jobs. Heavy usage can cause these tables to grow large, impacting performance and storage.
To better manage storage and maintain performance, table records can be deleted by configuring bulk, deletion jobs. These custom jobs should be set up to delete all completed system jobs—regardless of their type or outcome—that are older than 30 days. This includes records in both the AsyncOperation and WorkflowLog tables.
By regularly cleaning up these records, organizations can prevent excessive data accumulation, reduce storage costs, and avoid performance degradation in environments with heavy use of workflows, plug-ins, or background operations.
You can set the retention policy from the environment's settings in the Power Platform admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "10/01/2025", "GA date":"11/03/2025", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"2b2732d8-5293-f011-b4cc-7c1e52fdfc34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Improve bulk delete user experience", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "This release significantly improves the reliability and operational safety of bulk delete jobs in Microsoft Dataverse. By making failures easy to understand and configurations portable across environments, admins can execute large‑scale data cleanup with confidence, reducing troubleshooting time, lowering support dependency, and minimizing the risk of costly misconfigurations in higher environments.
", "Feature details": "As customers scale their data management operations, bulk delete must be predictable, transparent, and safe to operate across environments. In this release, we enhance bulk delete with an improved error handling experience and solution aware configuration support, delivering a more consistent, reliable, and enterprise‑ready data cleanup workflow.
This release focuses on two core improvements that directly address admin pain points around visibility, consistency, and operational risk when managing bulk delete jobs at scale.
Key improvements:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Upgrade Transport Layer Security to TLS 1.3", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "To comply with standard security protocols, Dynamics 365 Customer Engagement (on-premises) servers must meet the standard Transport Layer Security (TLS) and current cipher suite requirements. This requirement includes any on-premises server that communicates server-to-server with online Dynamics 365 or Power Apps services. Examples of these servers are Exchange Server (on-premises) and web servers that host clients or services. Deprecated cipher suites include non-supported cipher suites such as TLS_RSA. For improved security, faster handshakes, enhanced privacy, and simplified cipher suites, use the TLS 1.3 protocol.
", "Feature details": "Use on-premises servers for the following services:
Upgrade the TLS protocol on Dynamics 365 Customer Engagement (on-premises) computers and network from TLS 1.2 to TLS 1.3 to secure communications over the internet.
TLS 1.3 simplifies and enhances security by using only three cipher suites with perfect forward secrecy (PFS) and authenticated encryption with additional data (AEAD). This version streamlines the protocol and ensures robust security. Key improvements include:
TLS 1.3 provides better security, privacy, and efficiency than TLS 1.2.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/06/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"09145df9-09bc-ef11-b8e8-7c1e52496b9f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Accelerate application lifecycle management for virtual tables", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "Virtual tables with this feature are solution aware. You can add virtual tables to a solution, and you can export and import them into different environments.
", "Feature details": "Environment variables play an important role in the application lifecycle management (ALM) process. They enable seamless movement of applications across different Power Platform environments. When you create a virtual table, you can now associate the table with its own environment variable.
Select Use environment variables when you choose a connection for your data source during virtual table creation. This feature environment variable connects directly to the virtual table provider. It gives you the flexibility to change data sources when you import the virtual table into a new environment.
The environment variable for a virtual table holds references to a connection reference. When you import the solution into a target environment, you can change or edit the connection reference.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/22/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"6d56373d-1d8d-ef11-ac21-6045bda935ce", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Monitor and manage customer managed key environment health", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "When Azure encryption key access is accidentally revoked, admins can manage their customer-managed key environments. Previously, Power Platform admins needed to submit a support ticket to re-enable locked environments.
", "Feature details": "To keep your customer-managed key environments running smoothly, the system constantly checks the health of the enterprise policy. If the system detects that Azure key access is revoked, the enterprise policy becomes unhealthy. The system automatically shuts down all environments that use this enterprise policy. Users can't access these environments until Azure key access is available again.
When the system shuts down environments because the enterprise policy is unhealthy, the environment details page shows a message that the environment is disabled due to an unhealthy enterprise policy in the Power Platform admin center.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "07/30/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"fd2c24e7-7536-f011-8c4e-7c1e521ba49a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Expanded virtual table capability in sovereign clouds", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "With this feature, customers who use sovereign clouds such as GCC, GCC High, and DoD can use the virtual table feature without copying large volumes of data from legacy storage systems.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Support for virtual table to virtual table relationships", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "With this feature, makers can create relationships between different enterprise applications in Microsoft Dataverse. They can retrieve external data through these relationships at run time in a canvas or model-driven application. This feature gives great value to businesses that modernize their applications and don't want to copy large volumes of data from different data stores to Dataverse.
", "Feature details": "This feature allows makers to create relationships between two virtual tables, even if their data sources differ. Benefits include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Virtualization of SQL views", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "With this feature, makers can virtualize SQL views in Microsoft Dataverse. By virtualizing SQL views, you can remove the need to virtualize individual tables in Dataverse.
", "Feature details": "Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Tenant to tenant environment move", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "With this feature, you can move an environment from one tenant to another tenant. Use this feature to meet compliance requirements.
", "Feature details": "The tenant-to-tenant environment move feature gives tenant administrators the ability to migrate their environments from a source tenant to a target tenant using PowerShell. This feature streamlines the migration process and gives admins more control and flexibility.
By using PowerShell, tenant admins can start and manage the migration process on their own, without needing extra support or help.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/03/2025", "GA date":"07/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d7a0b5c1-9a01-ef11-a1fd-00224829cd16", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/28/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Improved business continuity and disaster recovery", "Investment area": "Improved enterprise experiences in Power Platform", "Business value": "With this feature, you improve solution availability and business continuity for your business-critical applications and data.
", "Feature details": "Feature benefits include the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "a0e02858-50a4-ea11-a812-000d3a8faea9", "Product name": "Microsoft Dataverse", "Feature name": "Discover, build, customize, and extend with management MCP server", "Investment area": "Microsoft 365 collaboration", "Business value": "The management Model Context Protocol (MCP) server gives developers and system integrators a central API-based foundation to discover and build custom MCP servers. Through a single environment scoped endpoint, teams can find Microsoft certified or internal MCP servers, search across 1,470 connector actions and APIs, and create new or customized MCP servers with the exact tools their agents need. This capability reduces redundant development and enables a flexible, secure path from prototype to production across platforms like Visual Studio Code and Claude.
", "Feature details": "The management MCP server is a build surface and registry for agent-ready tools available within a customer's environment. It exposes an addressable endpoint where developers and agents can discover, assemble, and deploy MCP servers made from trusted components including connector actions, tools from other MCP servers, and custom APIs.
The management MCP server gives you everything you need to build and scale agents using tools you already trust, no interface required, just secure, extensible control from the systems you already manage.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"4fed8353-9b67-f011-bec2-7c1e5201b5b7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Associate dev environments in default deployment pipeline", "Investment area": "Application lifecycle management", "Business value": "Admins can instantly let makers in development environments use a designated pipeline for scalable, healthy ALM.
", "Feature details": "The default deployment pipeline rule enables admins to set up a pipeline for all makers in the development environments of their environment group by:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Set a default, deployment pipeline for development environments", "Investment area": "Application lifecycle management", "Business value": "Tenant admins can quickly associate the development environments in their environment group with a pipeline. With this association, makers can use the pipeline as soon as they arrive on the Pipelines page in the maker portal. This solution simplifies the detailed process of creating environment records for each development environment in the pipeline host. By linking these records to a pipeline, you reduce a process that usually takes several hours to less than two minutes.
", "Feature details": "To make it easier to manage all the environments in an organization, put the environments in an environment group. Now, admins can select a centrally governed pipeline for each development environment in the group. The pipeline is ready for all makers in those development environments. Setting up pipelines is easier than ever and takes just minutes!
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/14/2025", "GA date":"06/16/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3a2e7d77-2ca1-ef11-8a69-6045bda70adc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Deploy from Git with pipelines in Power Platform", "Investment area": "Application lifecycle management", "Business value": "The deploy from Git capability is available natively within the solutions experiences, ensuring citizen developers, code-first developers, and administrators can benefit from parallel development and the safety of guaranteeing only \"checked in\" changes get deployed. Additionally, Power Platform CLI and developer tools now support \"pack\" (build) for the new YAML solution format. This support ensures source code integration also works seamlessly with Azure DevOps pipelines, GitHub Actions, and non-Microsoft tools for building and deploying solutions.
", "Feature details": "This capability enhances both pipelines in Power Platform and source code integration and provides the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage ALM at scale in the admin deployment hub", "Investment area": "Application lifecycle management", "Business value": "The deployment hub makes it easier for admins to manage application lifecycle management (ALM) across the organization. With best practices, recommendations, and automation, the deployment hub simplifies admin tasks and builds confidence in production assets that are safe and secure. When combined with the maker deployment hub, admins keep visibility and control while makers self-serve requests for secure automated deployments.
", "Feature details": "The Power Platform admin center user experience for ALM configuration and management lets you:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/09/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View all pipelines and get recommendations in deployments hub", "Investment area": "Application lifecycle management", "Business value": "The deployments hub for makers gives makers a single view of deployment history and current state in their development environments.
", "Feature details": "For the general availability release, the deployment hub for makers integrates cards and a unified deployment history view for all deployments that the current user starts. Makers can quickly check issues and retry failed deployments in one place.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/14/2025", "GA date":"05/14/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"11582d92-30a1-ef11-8a69-6045bda70adc", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "GitHub support for source code integration in Power Platform", "Investment area": "Application lifecycle management", "Business value": "The source control integration functionality is available natively within the solutions experiences, ensuring citizen developers, code-first developers, and administrators can benefit from version control, change tracking, and seamless team collaboration across different tools and environments.
", "Feature details": "This capability is an extension of Power Platform's native source code integration, which works with Azure DevOps Git repositories to now support GitHub as a Git provider.
Additionally, both Azure DevOps and GitHub integrations benefit from improved performance, reliability, and new public APIs to streamline automation.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"b2acc00c-65fd-f011-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Intuitive inline deployments in Copilot Studio", "Investment area": "Application lifecycle management", "Business value": "While solutions are already available within Microsoft Copilot Studio, the experiences weren't very discoverable and makers often needed to learn new concepts (solutions, publishers, and more) before accomplishing the task they intended – to deploy their agent.
", "Feature details": "The new inline experience intends to help more makers discover and adopt your organization's DevOps processes with less friction. Regardless of your prior familiarity, this is a quality improvement for everyone.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"cedbfb91-86fd-f011-8406-7ced8d22166e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Configure Copilot feature availability", "Investment area": "Copilot governance", "Business value": "Admins can configure Copilot feature availability for Power Apps model-driven apps with Entra group controls. The new Entra group control is on the Settings page in the Copilot area of the Power Platform admin center. Configure the Power Apps Copilot feature availability on a per environment basis. This allows admins to customize configuration of Copilot features based on their organizational needs.
", "Feature details": "Configure Copilot features in model-driven apps with a new setting that uses Microsoft Entra group controls. Admins can find this setting on the Settings page in the Copilot area of the Power Platform admin center. With this setting, admins can support the availability of features within an environment to meet industry standards.
For more information, see Manage Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/02/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"2017d4d8-1b01-f011-bae3-0022482c18b0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Learn how to get started with Copilot", "Investment area": "Copilot governance", "Business value": "Admins can learn how to get started with Copilot and get information about security, privacy, and data governance through an updated Readiness page in the Power Platform admin center. The Readiness page provides resources and documents to help admins understand how Copilot works, data and security fundamentals for Copilot features, and Microsoft's Responsible AI principles.
", "Feature details": "As part of the updated Copilot experience, the Power Platform admin center includes a new Readiness page. The page helps admins learn how to get started with Copilot and provides information about security, privacy, and data governance. With these resources, admins can better understand how Copilot works and learn the fundamentals around data and security for Copilot and agent capabilities. Admins can feel confident that Copilot and agent capabilities comply with their industry standards.
For more information, see Manage Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"773926f7-0901-f011-bae3-0022482c18b0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View Copilot and agent settings", "Investment area": "Copilot governance", "Business value": "Admins can now view Copilot and agent settings in a single view in the Power Platform admin center. The feature provides support for managing Copilot and agent settings at scale with environment groups and rules.
", "Feature details": "As part of the updated Copilot experience, the Power Platform admin center includes a new settings page that helps admins view and prepare environment configurations for Copilot and agent features. You can also use environment groups and rules to manage some Copilot and agent features.
For more information, see Manage Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5a2414db-0301-f011-bae3-0022482c18b0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View usage and value metrics for Copilot in Power Apps", "Investment area": "Copilot governance", "Business value": "Admins can view usage and value metrics along with billing information for Copilot agents in the Power Platform admin center. This feature helps justify investments. It helps you understand where to invest more to increase efficiency and effectiveness in your organization.
", "Feature details": "As part of the updated Copilot experience in the Power Platform admin center, the new Power Apps product page helps admins view usage and value metrics, along with billing information for Copilot agent features.
For more information, see Track, manage, and scale Copilot adoption in the Power Platform.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/07/2025", "GA date":"08/14/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"084cf7e1-0f01-f011-bae3-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View usage and value metrics for Copilot Studio", "Investment area": "Copilot governance", "Business value": "Admins can view usage and value metrics along with billing information for Copilot agents in the Power Platform admin center. This feature helps justify investments. With this feature, admins can understand where to invest more to increase efficiency and effectiveness in their organization.
", "Feature details": "As part of the updated Copilot experience in the Power Platform admin center, the experience includes a new Copilot Studio product page. With this product page, admins can view usage and value metrics along with billing information for Copilot and agent features.
For more information, see Track, manage, and scale Copilot adoption in the Power Platform.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e24e3140-1001-f011-bae3-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View usage and value metrics for Power Pages", "Investment area": "Copilot governance", "Business value": "Admins can view usage and value metrics along with billing information for Power Pages Copilot features in the Power Platform admin center. This feature helps justify investments. It helps you understand where to invest more to increase efficiency and effectiveness in your organization.
", "Feature details": "As part of the updated Copilot experience in the Power Platform admin center, the solution includes a new Power Pages product page. Use this page to help admins view usage and value metrics alongside billing information for Copilot features in Power Pages. When admins see these metrics, they can make better decisions for your organization.
For more information, see Manage Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f88c3ec2-1d01-f011-bae3-6045bdd6887a", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Prepare for new Copilot and agent features", "Investment area": "Copilot governance", "Business value": "Use the Upcoming Features page in the Power Platform admin center to plan and prepare for new Copilot and agent features. When you can plan for the implementation of these features, your organization can easily take advantage of the latest technology and train employees for success.
", "Feature details": "As part of the updated Copilot experience, the Power Platform admin center includes a new Upcoming Features page. This page helps admins see new Copilot and agent features. Admins can view details about the new capabilities and the impact these features have on their organization. Admins can also set up their environments.
For more information, see Manage Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"05/19/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"25818571-0901-f011-bae3-0022482c18b0", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Take advantage of enhancements to Action center", "Investment area": "Enterprise scale administration", "Business value": "Action center in the Power Platform admin center is your guide to personalized recommendations to optimize your Power Platform tenant. It analyzes all managed environments and the resources within them to identify opportunities to enhance security, reliability, and overall health.
In this release, we're enhancing its capabilities to provide even more recommendations and provide additional ways for you to take action directly.
", "Feature details": "The Action center in the Power Platform admin center helps you view personalized recommendations across various pages and take quick, informed actions. In this release, we've introduced several enhancements to make it even more valuable:
Trends and controls: At-a-glance trends are now provided for each recommendation to inform you of whether a recommendation requires immediate remediation or not. You can easily dismiss or snooze a recommendation if they are not relevant for your tenant. Snoozed recommendations are temporarily hidden and reappear after the selected duration, while the dismissed recommendations remain hidden until reactivated.
Targeted visibility for makers: Relevant recommendations are now surfaced directly to the makers in their respective maker portals, empowering them to take timely and proactively action.
Enhanced admin digest: The weekly digest now highlights top recommended actions across security and license optimization. Admins receive a concise summary with direct links to the relevant pages in the admin center, making it easier to act quickly.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use a modern UI when using Access team templates", "Investment area": "Enterprise scale administration", "Business value": "Admins use a modern, updated user interface (UI) when they use Access team templates in the Power Platform admin center. The updated UI meets accessibility standards and provides an intuitive experience.
", "Feature details": "The legacy web client UI for managing Access team templates is updated to give admins a modern, intuitive experience in the Power Platform admin center. Admins can quickly and efficiently perform all management tasks for Access team templates in the updated UI.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/20/2024", "GA date":"04/07/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"f427a246-b8cd-ed11-b597-000d3a15e934", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Convert Microsoft Dataverse owner teams to access teams", "Investment area": "Enterprise scale administration", "Business value": "Dataverse teams provide an easy way to share business objects and collaborate with other people across business units. This feature allows you to convert Microsoft Dataverse owner teams to access teams and reassign team records.
", "Feature details": "With this feature, you can convert Microsoft Dataverse owner teams to access teams and reassign team records. You don't need to access the web client to complete the conversion. Use the Power Platform admin center to manage these teams.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/03/2024", "GA date":"01/15/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d8922071-e416-ef11-9f89-6045bdeb4448", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Govern critical environment settings as a tenant admin", "Investment area": "Enterprise scale administration", "Business value": "Environment groups let you configure settings for multiple environments at the same time. When you enforce these rules, environment administrators can't change the settings that the central IT team sets through environment groups. This approach keeps central IT policies consistent.
", "Feature details": "New rules for environment groups give tenant administrators an efficient way to apply and enforce important environment-level settings across multiple environments. In this release, you can manage key settings within environment groups, including:
When you enforce these rules, environment administrators and users with lower privileges can't change them. This setup keeps central IT policies consistent.
We continue to introduce more rules. Eventually, you'll have comprehensive control over key aspects of the Power Platform, especially for Copilot. With this control, IT can deploy and adopt Copilot across the organization at a pace that works for them.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"02/03/2025", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"9e60c559-626c-ef11-bfe3-002248307cf6", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use the new connector management rule", "Investment area": "Enterprise scale administration", "Business value": "Historically, data policies couldn't block a core set of connectors, such as SharePoint and Microsoft Dataverse. With the new connector management rule, you can block any connector. New connectors default to blocked, so IT administrators get more control.
You can more easily manage the scope of environments impacted by using environment groups, instead of the many-to-many model for data policies that exists today.
", "Feature details": "Administrators can go to an environment group and see the new Advanced data policies: connector management rule that they can configure. With this rule, admins create an allow list of connectors they want to use. All other connectors are blocked in apps, flows, and agents.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"0f4197a3-026b-ef11-bfe3-6045bda6da2f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Move apps out of the default environment", "Investment area": "Enterprise scale administration", "Business value": "Reduces risks and administrative overhead by providing a streamlined approach to move applications out of the default environment into Managed Environments. This feature allows organizations to enforce compliance policies, maintain better control over their Power Platform assets, and scale governance practices across large deployments without manual intervention.
", "Feature details": "This feature addresses a common challenge where the default environment in Power Platform becomes cluttered with unmanaged apps, agents, and flows, leading to governance issues and security risks. The new recommendation in the Power Platform admin center enables administrators to identify and migrate canvas apps and SharePoint forms from the default environment to designated Managed Environments. Through a guided wizard, administrators can review flagged apps, select a destination environment, and choose how to handle the original app—keeping it as-is, quarantining it, or deleting it.
The feature supports both manual and automated migration approaches to accommodate different organizational needs. Administrators can use the Power Platform admin center for smaller-scale migrations, where individual app review is preferred, or use Power Automate flows for bulk migrations at scale. This provides organizations with streamlined governance, reduced manual effort, and improved security posture when managing their Power Platform environments.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "01/30/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"b0f61e0f-95f1-f011-8407-0022482e2e9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Search your inventory of custom agents from Copilot Studio", "Investment area": "Enterprise scale administration", "Business value": "The new Copilot Studio page in the Power Platform admin center gives IT administrators a central, efficient, and secure way to discover and query their company's full inventory of custom agents created in Copilot Studio.
", "Feature details": "The new Power Platform admin center gives IT administrators a single view of all custom agents they created in Microsoft Copilot Studio. You can access this inventory only from the Copilot Studio page in the Manage area of the admin center. This tool changes daily IT operations in several ways:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"10/16/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use the new and improved Power Platform admin center", "Investment area": "Enterprise scale administration", "Business value": "The new user interface (UI) of the Power Platform admin center offers several key business values that drive operational efficiency and effective governance for admins.
Increased administrator productivity – The modern design helps administrators complete tasks quickly and easily. With straightforward discovery and management, the design increases admin efficiency.
Consistency and standardization – The updated UI aligns with Microsoft’s design language. This alignment improves consistency across different Microsoft products and tools. The cohesive experience reduces the learning curve, minimizes training costs, and increases cross-platform collaboration.
Scalability and future-proofing – The new UI scales as the platform grows. It accommodates new features and integrations seamlessly. This approach ensures that administrative capabilities stay robust and adaptable to evolving business needs.
The new UI of the Power Platform admin center enhances operational efficiency, reduces administrative overhead, and supports smarter, faster decision-making. With these improvements, the business can focus on strategic initiatives and drive competitive advantage.
", "Feature details": "The redesigned UI of the Power Platform admin center modernizes and streamlines the administrative experience by improving navigation, performance, and feature visibility. This update aligns with Microsoft’s broader design language and emphasizes a user-friendly and cohesive experience across Microsoft products.
Key enhancements include:
Simplified navigation
Consistent Microsoft design language
Discoverability and management
This UI redesign reduces administrator task time, improves data visibility for better decision-making, and aligns the Power Platform admin center with the latest Microsoft design standards.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"05/19/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"adfca000-cd13-f011-998a-7c1e521a9c2c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use the new and improved Power Platform admin center", "Investment area": "Enterprise scale administration", "Business value": "The user interface (UI) of the Power Platform admin center has been improved to provide a more efficient and organized way for admins to go about their daily work. Admins can seamlessly manage and govern the assets in their Power Platform tenant with ease using a modern UI that is easier to use so that admins can accomplish their goals quickly and efficiently.
", "Feature details": "The Power Platform admin center now has a modern, refreshed look when the Try new admin center toggle is turned on. The updated look makes the admin center easier to use by organizing all pages into logical groups or \"jobs to be done\" so that admins can accomplish their goals quickly and efficiently. The new look also provides updated styling including fonts, colors, borders, shadows, and more that align to the latest Microsoft Fluent design system.
Experiences in the Power Platform admin center are organized into areas that allow admins to better manage their workload, without having discoverability issues. These areas include:
This feature transforms governance from reactive to proactive with AI agents that detect risks, prioritize issues, and automate remediation plans, which reduces manual effort and risk.
", "Feature details": "Agentic Center of Enablement (Agentic CoE) introduces three AI-powered agents to the Power Platform admin center that automate governance workflows.
All agent activity is recorded for a complete audit trail.
Agentic CoE is a managed platform feature and is enabled automatically for Power Platform administrators with at least one managed environment in the tenant.
To access Agentic CoE:
The three guardian agents work together in an integrated workflow. The Highlights agent monitors tenant activity and surfaces changes daily, providing quick visibility into resource creation, capacity consumption, and others with no configuration required. The Insights agent runs continuous scans across your entire tenant to detect governance issues including ownerless resources, activity in the Default environment, and more. Then it prioritizes findings by impact so you know what to address first. The Action Plan agent generates comprehensive remediation plans from Insights agent findings, creating holistic plans with clear steps that you can modify before approval.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"343a9588-47fd-f011-8406-6045bdd41b9d", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/16/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use management connector in Power Automate and Logic Apps", "Investment area": "Enterprise scale administration", "Business value": "This new version of the management connector for administrators is always in sync with the latest version of the Power Platform API. With this connector, you can easily manage your tenants and environments at scale without building software around the REST API.
", "Feature details": "As the Power Platform API adds more features, there's a greater need to auto-generate and always update the related tooling. You can use this new version of the management connector for administrators in Power Automate and Azure Logic Apps.
This version gives extra flexibility to customers who use ARM templates and manage their tenant automation capabilities in Azure. For customers who don't want the extra complexity of Azure, they can stay within Power Automate and Power Platform.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/30/2023", "GA date":"11/15/2024", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"ed86e841-557e-ee11-8179-6045bdeb8873", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use the Power Platform for Admins connector", "Investment area": "Enterprise scale administration", "Business value": "This updated version of the management connector for administrators is always up to date with the latest version of the Power Platform API. With this connector, you can easily manage your tenants and environments at scale without building software around the REST API.
", "Feature details": "As the Power Platform API adds more features, there's a growing need to auto-generate and always update the related tooling. This new version of the management connector for administrators works in Power Automate and Azure Logic Apps.
This version gives extra flexibility to customers who use ARM templates and manage their tenant automation capabilities in Azure. For customers who don't want the extra complexity of Azure, they can stay within Power Automate and Power Platform.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"11/15/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"a46e3807-f95e-ee11-be6f-000d3a1da217", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Navigate easily with the Discovery Agent", "Investment area": "Help and support", "Business value": "The discovery agent simplifies navigation, improves the user experience, and increases productivity by giving you quick and accurate access to the settings and features you need.
", "Feature details": "The Discovery Agent transforms navigation in the Power Platform admin center and provides a seamless experience. This natural language search bar is at the top of every page, so you can easily access any configuration setting or feature. Discovery Agent dynamically adapts to your context. It provides relevant search options and enhances accuracy, making navigation more intuitive and user-friendly.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/07/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"2b05e93c-aaf3-ef11-be20-7c1e5249351c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Discover and foster Power Platform adoption with the new Usage page", "Investment area": "Licensing and capacity", "Business value": "The Usage page is a new, reliable, in-product usage analytics experience in the Power Platform admin center. This experience provides authoritative usage metrics for Power Apps, Power Automate, and Copilot Studio. It provides daily and monthly aggregated views with trendlines.
", "Feature details": "The Usage page in the Power Platform admin center helps you:
Core metrics for Power Apps include:
Core metrics for Power Automate include:
Core metrics for Copilot Studio include:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage currencies for pay-as-you-go licensing plans", "Investment area": "Licensing and capacity", "Business value": "This feature gives you a unified experience for tracking and managing consumption across all currencies, including the Copilot currency. These currencies work with both prepaid and pay-as-you-go licensing plans.
", "Feature details": "Currently, customers use Microsoft Copilot Studio message packs for Copilot Studio features. Customers can use Copilot Studio message currency for Copilot Studio features and low-code, generative AI features. Customers can choose a pay-as-you-go licensing plan for Copilot and AI features with their Azure subscription. Admins can monitor and manage their copilot capacity to ensure compliance, optimize investment, and adapt to fluctuating demands and market conditions.
This feature offers the following benefits:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Control agent capacity consumption", "Investment area": "Licensing and capacity", "Business value": "Visibility and control
Cost management and predictability
Capacity optimization
Operational efficiency
Usage accountability
We’re introducing a new, cost control feature in the Power Platform admin center, accessible from the tenant view, to help manage Copilot Studio agents efficiently.
The core features allow you to:
The administrative controls allow you to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Detect operational health issues across Power Platform resources quickly", "Investment area": "Monitoring operational health", "Business value": "This feature enables organizations to detect operational health issues across Power Platform resources quickly, which reduces downtime and the cost of disrupted business processes.
Not only can alerts be configured to run reliably every 24 hours, but users have the ability to configure them with a 1‑hour evaluation frequency. This helps teams catch degradations early, minimizing the need for manual monitoring or engineering intervention. By preventing issues from escalating, businesses save time, reduce operational overhead, and maintain higher availability for critical workflows.
", "Feature details": "This is an enhancement to the Create alerts for your resources feature, which started with 24-hour health metric aggregates. Tenant and environment admins in Power Platform use alerts to track the operational health of their resources. Admins set up custom thresholds and get notifications when metrics for their resources pass specific thresholds. It's possible to detect health metric degradations on one-hour metric aggregates.
To use alerts to monitor your resources, ensure that tenant-level analytics are enabled in the Power Platform admin center. After that is enabled, go to the Alerts section within the Monitor area of Power Platform admin center and select + New Alert to configure your alert. To change the evaluation frequency of your alert to one hour, select a metric from the dropdown that has a green icon next to it. These are the only metrics that are supported with one-hour evaluation frequency.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "05/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"60fdae19-66fd-f011-8407-6045bda6fd8f", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Get insights into currency and storage consumption", "Investment area": "Monitoring operational health", "Business value": "This feature helps admins optimize their investments, ensure compliance with Microsoft licensing terms, and plan for any additional expenditures effectively.
", "Feature details": "Customers need better visibility into their currency and storage consumption.
The Power Platform admin center gives you better visibility into capacity usage. It shows allocation, usage, and license compliance status for different currencies that customers can use. This feature gives administrators the information they need to understand storage usage, including Dataverse storage, finance and operations storage, and currencies.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "12/01/2024", "GA date":"02/01/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"f37e2587-9956-ee11-be6f-000d3a574bff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Mask sensitive data fields with column-level security", "Investment area": "Security and compliance", "Business value": "All enterprise and financial customers must protect their customers' personal data and sensitive fields to prevent unauthorized data access. With this feature, you can mask sensitive fields and block bulk export of these fields.
", "Feature details": "Currently, highly privileged users can access customers' personal data and sensitive fields and see these fields in their entirety. There's a risk when employees use bulk export operations to download sensitive information. With this feature, you can mask sensitive fields and remove the bulk export of these fields.
You can give special privileges to selected users to see sensitive fields. By default, the feature masks sensitive fields. You can permit certain users to read sensitive fields one record at a time to prevent data exfiltration. The feature audits access to sensitive fields so the security team can monitor for potential fraud.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/30/2024", "GA date":"10/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"59b409b0-3ce6-ee11-904d-000d3a5511d8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Stop cookie replay attacks", "Investment area": "Security and compliance", "Business value": "As an administrator, you can safeguard your finance and operations platform from cookie replay attacks coming from different computers or IP addresses.
", "Feature details": "You can stop cookie replay attacks by binding the IP address of the computer with a cookie to block unauthorized access to Dataverse. You can apply this control, when needed, to help keep your organization secure. Cookie replay attacks can be exploited if the device is compromised or a man-in-the-middle attack happens, and the browser’s valid cookie is copied by a malicious user. This valid cookie can only be replayed until it expires.
For example, a user copies a valid browser cookie from one computer, using publicly available tools, and tries to replay the same cookie from a different computer using any publicly available tool. The cookie IP binding feature evaluates the IP address of the cookie origin in real time and prompts the user with a message if the IP address of the cookie origin is different than the IP address of the request being made.
Today, cookie binding with an IP address doesn't exist, but in 2024 release wave 1, administrators can use cookie IP binding in finance and operations environments to block cookie replay attacks.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/28/2024", "GA date":"", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"a1e219bc-9f53-ee11-be6f-00224827e88b", "GeographicAreasDetails":"", "Last Gitcommit date":"06/12/2024" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Extend IP firewall to Microsoft Copilot Studio", "Investment area": "Security and compliance", "Business value": "As an administrator, you enhance your organization's security by restricting unauthorized access to Microsoft Copilot Studio from IP ranges outside your configured business ecosystem. This restriction keeps your organization secure while allowing you to operate without interfering with users when your presence isn't required.
", "Feature details": "You can limit access to users with an IP firewall. When you use the IP firewall feature, you can apply the right access controls to help keep your organization secure while staying out of your users' way when it's not needed.
IP firewall analyzes and enforces the IP address of each request in real time. For example, when you turn on IP firewall in a Power Platform environment and set IP ranges to the IP address of your office location, Microsoft Copilot Studio agents deny access to resources in real time when a user tries to access resources from another location, such as a coffee shop.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/14/2025", "GA date":"12/12/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"f177645b-3990-ef11-ac20-000d3a17a706", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage agent security with enhanced admin controls", "Investment area": "Security and compliance", "Business value": "By using the new governance controls, you can guide Copilot development in your tenants, enforce governance policies that match your organizational requirements, and unlock Copilot innovation opportunities.
", "Feature details": "This feature introduces advanced governance controls that allow administrators to configure security and compliance settings at the environment or environment group level within the Power Platform admin center.
Technically, these controls work by configuring new settings for agent sharing, turning off anonymous access endpoints, and enforcing the use of approved authentication providers through integrated identity management. The system applies these configurations through environment-level policies that are validated during agent deployment and runtime, ensuring consistent enforcement across all environments.
From a business perspective, these controls significantly reduce the risk of data exfiltration and unauthorized access, aligning with organizational security and compliance standards. By centralizing governance, organizations can maintain regulatory compliance and prevent costly data breaches. These controls also ensure that agent development adheres to internal and external audit requirements, which ultimately protects brand reputation and reduces operational risk.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"06/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42ad4cf8-e40e-ef11-9f89-6045bdd98a3e", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View sensitivity labels in Microsoft Copilot Studio", "Investment area": "Security and compliance", "Business value": "By using this feature, admins can govern how users access data stored in Dataverse. The feature applies Microsoft Purview Information Protection sensitivity labels to data, so it follows your organization's policies. With this feature, your organization stays secure and compliant.
", "Feature details": "The Purview admin enables autolabel for desired environments through the Purview Data Map. Then, Dataverse columns are automatically labeled.
The labels appear across Copilot Studio experiences. This feature includes the following scenarios:
For example, the feature scans data such as social security numbers or credit card numbers and applies a label at the column level in Purview. The labels appear across maker and user experiences in Copilot Studio.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/30/2025", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42d6becb-1e56-ee11-be6f-000d3a4fe8f7", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "View sensitivity labels in connectors", "Investment area": "Security and compliance", "Business value": "Customers can use Power Platform connectors and Copilot connectors to transfer Microsoft Purview Information Protection sensitivity labels for items that users already labeled. This feature ensures adequate data governance for extensibility in agentic scenarios.
", "Feature details": "This feature gives admins the power to govern data use for data that Power Platform connectors transfer by making Microsoft Information Protection labels visible. You can show and enforce these labels across Power Platform experiences, starting with Microsoft Copilot Studio.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "11/30/2025", "GA date":"06/01/2026", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"5e015e07-7f6c-ef11-a670-0022482ddf61", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Take advantage of expanded Virtual Network support", "Investment area": "Security and compliance", "Business value": "Expanded virtual network support for more connectors and Power Platform services greatly enhances your data security strategies.
", "Feature details": "Power Platform now supports service endpoints and data export for Virtual Networks. With this enhancement, you can set up secure, private, outbound connectivity from Power Platform to resources in your Virtual Network. This feature improves security for connections to external data sources from Power Apps, Power Automate, and Dynamics 365 apps.
This feature offers the following benefits:
Enhanced configuration experience: Enterprises can view the number of available and used IP addresses in a subnet. They can also troubleshoot configuration issues when the Virtual Network isn't configured on a Power Platform environment.
Extended connectors support for Virtual Networks: Support is now available for more connectors, including Azure AI Search and data export to Application Insights.
Learn more in What is subnet delegation?. Subnet delegation helps you reduce data exfiltration risks from both insider and external threats. It provides security compliance by enforcing traffic to travel through virtual, private networks. With subnet delegation, you get more control over data for the Power Platform services in the delegated subnet.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"04/01/2026", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"2cc9cb4c-f714-f011-998a-6045bdedea0b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage security with new capabilities", "Investment area": "Security and compliance", "Business value": "Power Platform makes it easy to discover and use security configurations, with clear guidance and insights. Usability improvements help admins manage security configurations and drive security score improvements. With this release, admins can manage security features at scale with just a few clicks, including release time updates.
", "Feature details": "This feature provides enhancements in the following areas:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use managed identities for Dataverse plug-ins", "Investment area": "Security and compliance", "Business value": "Power Platform managed identities give Dataverse plug-in publishers a secure way to connect to Azure resources without storing or exposing credentials. With managed identities, developers don't need to manage credentials.
", "Feature details": "Use Power Platform managed identities to access Azure resources without providing usernames or passwords.
For example, if you want to connect to Azure Key Vault to retrieve secrets without using a username and password, you can use Power Platform managed identities. To connect to an external web service from your third-party or ISV plug-ins, leverage Power Platform managed identities to directly connect to Azure Key Vault, securely retrieve the secrets, and access the external web service.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "08/06/2024", "GA date":"08/31/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"105e7801-9e53-ee11-be6f-00224827e88b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/29/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage security posture in Power Platform admin center", "Investment area": "Security and compliance", "Business value": "Power Platform security configurations are easy to find and use with clear guidance and insights in the main admin workflows.
", "Feature details": "This feature provides enhancements in the following areas:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/26/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Manage table list views with security roles", "Investment area": "Security and compliance", "Business value": "Role-based views simplify the usability of a business line app when multiple users with different needs use the app. For example, team leads or supervisors who work in the case table need different system views than a case service rep. Standard system views, like 'My Cases' and 'My Cases Closed Today', clutter the experience for the supervisors. To provide a cleaner experience, makers had to create multiple apps.
", "Feature details": "Currently, when users are on a table form, such as an account form, the app automatically displays a list of system views for users to choose from. Often, this list of views is long and overwhelming, and most of the views aren't relevant to users. Makers and admins can't select the views that apply to their target users by security role.
With this feature, admins can select the appropriate system views for users by security role. Users with the selected security roles see the system views shared with their specific security role.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "02/07/2025", "GA date":"08/31/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"333cf8cd-3ae6-ee11-904d-000d3a5511d8", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Block and limit sharing for Copilot Studio", "Investment area": "Security and compliance", "Business value": "Sharing limits give admins in the Power Platform admin center a new type of guardrail. With this feature, admins can turn off sharing so makers can't share their agent that they created in Microsoft Copilot Studio with an individual or security group. You can apply this feature at the managed environment level. You can also apply it as a rule to an environment group.
", "Feature details": "This feature gives administrators the ability to block and limit sharing for agents that makers create in Copilot Studio. Administrators can set the following sharing rules:
Configure this feature at the managed environment level and at the environment group level.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "12/17/2024", "GA date":"05/23/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3a4490f6-262f-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Turn sharing off for solution aware cloud flows", "Investment area": "Security and compliance", "Business value": "Sharing limits is a new type of guardrail that’s only available in managed environments. When admins turn off sharing, makers can't make an individual user or security group a co-owner on a flow. Admins can set this sharing limit for a managed environment. They can also set it as a rule for an environment group.
", "Feature details": "This feature gives administrators the option to turn sharing on or off for solution-aware cloud flows.
Administrators can set up this feature at the Managed Environment level and at the environment group level.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"12/13/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"8833fd7c-495e-ee11-be6f-000d3a55bb34", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Use Azure Key Vault secrets with environment variables", "Investment area": "Security and compliance", "Business value": "This feature enables support for environment variables with Azure Key Vault secrets that connect through a private link. With this feature, you get enhanced security and a more robust integration.
", "Feature details": "Environment variables let you reference secrets stored in Azure Key Vault. When you use this feature, you can access these secrets within Power Automate flows and custom connectors.
The secrets aren't available for use in other customizations or generally through the API. You store the actual secrets in Azure Key Vault, and the environment variable points to the key vault secret location.
To use Azure Key Vault secrets with environment variables, you must configure Azure Key Vault so that Power Platform can read the specific secrets you want to reference. This capability supports environment variables with Azure Key Vault secrets that connect through a private link. This connection enhances security and provides a more robust integration.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/01/2025", "GA date":"05/14/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"1544d4a3-3690-ef11-ac20-000d3a17a706", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Modernize audit settings and management", "Investment area": "Security and compliance", "Business value": "To comply with internal and external auditing requirements, users must turn on auditing for user access, record updates, user security, and role management. To help admins turn on these audit settings in different portals, the solution provides a one-click option that simplifies the process.
", "Feature details": "Currently, admins need to know all the required audit settings to meet their internal and external auditing requirements. Admins also need to learn how and where to turn on these settings in the Power Platform admin center and Power Apps.
With this feature, you get:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Permit or deny guest access to an environment", "Investment area": "Security and compliance", "Business value": "When an admin configures this environment setting, guests can't connect to data sources in the environment. Guests can't perform any maker actions, and they can't use any apps or flows shared with them. Admins implement this security within the Power Platform admin center without using controls like conditional access or continuous access evaluation.
", "Feature details": "This feature includes an environment setting that you use to permit or deny guest access to an environment. With this feature, admins block guests from accessing environments and prevent guests from establishing new connections. Admins also prevent guests from making new API calls and turn off any existing connections. Admins turn off connections and resources without deleting them.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"05/01/2026", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"8a8d1735-dd84-ee11-8179-00224827eb85", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Record actual label values in Dataverse audit logs", "Investment area": "Security and compliance", "Business value": "When creating and updating audit logs, this feature records the actual picklist label values in Dataverse. With this feature, your security operations center (SOC) team meets auditing compliance requirements.
", "Feature details": "Dataverse create and update audit events report current label values. When an admin or maker changes the label value, audit logs don't show the original label value.
This enhancement captures the original label value so you keep the actual audit event's before and after values.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "06/30/2025", "GA date":"10/01/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"e67834b0-a6c7-ef11-b8e8-7c1e52687c74", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Enhance shared access signature calls to include IP restrictions", "Investment area": "Security and compliance", "Business value": "With this feature, you can enhance your security for shared access signature calls by restricting usage of these calls with IP restrictions. You configure these IP restrictions in the Power Platform admin center.
", "Feature details": "You can configure IP restrictions for shared access signature calls in low-code products. These options are:
This feature applies to:
Because of routing and extra calls that enhance security, enabling this feature might slightly affect performance for customers with advanced app flows and large data sets.
In addition to calls gaining IP restrictions, Azure AD is developing logging for creation and usage events. These logs are off by default because of the large amount of traffic they generate. You can turn on these logs in the Power Platform admin center. When you turn on the logs, you can see them in Microsoft Purview and Microsoft Sentinel.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/16/2024", "GA date":"10/01/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"354398bf-e56d-ee11-8df0-00224827e8f9", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/14/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Encrypt data at rest for Government Community Cloud - High", "Investment area": "Security and compliance", "Business value": "With this feature, you can meet your data and privacy policies.
", "Feature details": "Government Community Cloud - High (GCC High) customers can use their own encryption key from their Azure Key Vault to encrypt their Microsoft Power Platform environment database at rest. Use the encryption key to secure data at rest for all storage types, including:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/05/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Deploy and manage unified production environments", "Investment area": "Unified experience for Power Platform and finance and operations apps", "Business value": "Customers can now manage their production environments as part of a unified experience in Power Platform admin center for all Dynamics 365 apps.
", "Feature details": "As part of a unified admin experience for finance and operations apps within Power Platform, the environment for finance and operations apps now serves as an application within Power Platform. With this environment, you can install and host multiple Dynamics 365 applications, such as Sales, Marketing, Finance, and Operations, along with apps, flows, and websites in Power Platform on the same Power Platform environment with a Dataverse database. This setup gives admins a consistent and single set of lifecycle operations they can perform across all these artifacts.
For more information, see Unified admin experience for finance and operations apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/31/2025", "GA date":"09/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"c503ea10-2053-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Deploy and manage unified sandbox environments", "Investment area": "Unified experience for Power Platform and finance and operations apps", "Business value": "Customers can now manage their sandbox environments as part of a unified experience in Power Platform admin center for all Dynamics 365 apps. This experience gives admins a consistent and single set of lifecycle operations they can perform across all their artifacts.
", "Feature details": "As part of a unified admin experience for finance and operations apps within Power Platform, the environment for finance and operations apps now acts as an application within Power Platform. With this environment, you can install and host multiple Dynamics 365 applications, such as Sales, Marketing, Finance, and Operations, along with apps, flows, and websites on the same Power Platform environment that uses a Dataverse database.
For more information, see Unified admin experience for finance and operations apps.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/31/2025", "GA date":"09/30/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"8c4afac0-1f53-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"11/18/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Back up and restore unified environments", "Investment area": "Unified experience for Power Platform and finance and operations apps", "Business value": "This feature provides backup and restore capabilities for your organization. With this feature, you can protect your organization's data during a power outage or other disruptions.
", "Feature details": "Customers can back up and restore the whole environment from Dataverse with a single command and API. This capability includes customer engagement apps and enterprise resource planning apps. Customers use the Power Platform admin center to manage all their backup and restore needs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "02/01/2024", "GA date":"01/27/2025", "Public Preview Release Wave":"2023 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"943289ad-2153-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "dbedfa94-1517-ea11-a811-000d3a8f010c", "Product name": "Microsoft Power Platform governance and administration", "Feature name": "Convert sandbox to production for unified environments", "Investment area": "Unified experience for Power Platform and finance and operations apps", "Business value": "With a single command and API, you can transition your entire environment from sandbox to production. This transition includes Dataverse, customer engagement–based applications, and ERP-based applications. This streamlined process improves operational efficiency and reduces downtime during critical go-live activities.
", "Feature details": "When you use a single command and API, you can convert the whole environment from sandbox to production environment. You can convert the environment from Dataverse, customer engagement-based business applications, and ERP-based business applications. At Power Platform admin center, you can manage all your environment-type conversions.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/31/2025", "GA date":"09/30/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"4c8841e6-2153-ee11-be6f-6045bda7c912", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "View AI-powered opportunity summaries in Sales agent", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "As a seller, you often need to piece together opportunity details from CRM records, emails, meetings, chats, and notes, which makes it harder to quickly see the full picture and can lead to missed signals.
With AI-powered Opportunity Summary, you get all relevant deal context in one concise, structured view. You can quickly understand opportunity health, recent changes, and next steps, reduce manual effort, and focus on the actions that move deals forward.
", "Feature details": "The opportunity summary in Sales agent for Microsoft 365 Copilot gives you a complete, action-ready view of each deal in one place. By combining CRM data with customer engagement insights, it removes the need for you to manually gather details across systems.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Configure Sales agent starter prompts across applications", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "As an admin, you can centrally configure Sales agent starter prompts in one place and tailor them for each app context such as Dynamics 365, Outlook, and Teams. By aligning prompts with your organization's priorities, terminology, and workflows, you ensure starter prompts are relevant to where your sellers are working.
Once configured, your sellers see context-appropriate, business-specific prompts that help them quickly get started with common, high-value scenarios. For example, prompts in Outlook can focus on email and calendar actions, while prompts in Dynamics 365 can focus on account and opportunity insights. This helps your sellers engage faster in each host, improving both adoption and productivity.
", "Feature details": "As an admin, you can configure Sales agent starter prompts from one centralized admin experience. In this single location, you can create prompts for each supported host so prompts in Dynamics 365, Outlook, and Teams match where your sellers are working.
Starter prompts are available by default in Sales agent and help your sellers quickly start common, high-value scenarios aligned to your organization’s priorities, terminology, and processes.
You can manage all prompts centrally while still customizing them by application to deliver context-specific, business-relevant guidance.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"e2dad4b4-3efe-f011-8407-7ced8dde4396", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Access and analyze sales data with Sales agent chat experiences", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "Sales agent chat-based experiences simplify information retrieval and consumption. As a seller, you spend less time searching for information in different applications, combining information, and trying to derive insights. You can conveniently use natural language to find the right information across applications, analyze the information, and derive insights—all with Sales agent chat-based experiences. Within this page, get prepared quickly with upcoming meetings. The meeting preparation card showcases highlights and insights to help you prepare effectively for client meetings. Browse the meeting preparation card for more detail or use the chat accessible in the side-by-side view to find out more.
", "Feature details": "Sales agent chat-based experiences give you a conversational way to access sales information that lives in different apps. This information includes customer and deal data in CRM, meetings in Teams, and much more. You can use natural language to search through the data, summarize the information, and run analysis that combines data from different sources.
As an admin, you can:
As a seller, you can use Sales agent chat-based experiences to:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Add custom insights to record summaries in Sales agent", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "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.
", "Feature details": "As an administrator, you can configure account and opportunity summaries in Sales agent to include insights from non-CRM sales applications.
As a seller, you can view curated insights about your accounts and deals from all the sales applications you use, all in a single summary in Sales agent in Microsoft 365 Copilot.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "09/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"324d2d1a-aefc-f011-8406-7ced8ddcc3f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Configure record summaries easily in Sales agent", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "Sellers need the most accurate and comprehensive account and deal information to engage with their customers effectively. Sales agent already lets administrators customize record summaries to meet their organization's requirements. However, configuring summary data and curation instructions in separate places can lead to inconsistent results. With this update, administrators can do both in one unified configuration experience, making summaries more consistent, reliable, and easier to manage.
", "Feature details": "As an administrator, you can reference CRM data directly in the custom AI instructions you use to curate record summaries in Sales agent. This helps you shape summaries using the exact business context you want.
You can also configure how recent CRM notes and past engagement insights must be before they appear in Sales agent record summaries, so you control how current and relevant the summary content is.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"2211182f-b1fc-f011-8406-7ced8ddcc3f3", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Link meetings to CRM records automatically with AI", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "This feature removes a manual step that slows you down by automatically linking meetings to the right CRM records. You get relevant deal insights while preparing for customer meetings, spend less time managing records, and spend more time selling with stronger context.
", "Feature details": "Meeting prep automatically sets CRM context for your upcoming customer meetings by soft linking each meeting to the most relevant CRM record. This gives you CRM-powered insights by default, without requiring you to manually save or link meetings.
When you schedule a meeting, AI evaluates meeting details and existing CRM relationships to identify the most relevant open opportunity. If no opportunity meets the confidence threshold, it falls back to an account-level match. The selected record is soft-linked and used to generate meeting prep insights, and you can accept, change, or remove the suggested match at any time.
This feature is enabled for you automatically. It is designed for sellers who use meeting prep and have access to CRM data, such as Dynamics 365 or another connected CRM system. It is especially useful for teams that want CRM-powered insights without adding manual setup steps.
By reducing manual linking steps that are often skipped, this feature helps you prepare faster and more consistently. You get opportunity and account insights by default in meeting prep, so you can spend less time on record management and more time on customer conversations.
Matching is AI-driven and confidence-based. Meetings are soft-linked by default and become hard-linked only when you confirm. Your feedback helps improve matching quality over time.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"f4f0dfae-30fe-f011-8406-000d3a1be5de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Capture opportunity notes using voice in Sales agent", "Investment area": "Access and analyze sales data with Sales Chat", "Business value": "You can now use Sales agent in Outlook Mobile to add notes to opportunities in Dynamics 365 Sales and Salesforce CRM while you are on the go. This capability provides the following benefits:
With Sales agent in Outlook mobile, you can capture, organize, and save meeting notes to the right Dynamics 365 Sales or Salesforce CRM opportunity using natural voice conversation, so your records stay accurate and up to date while you are on the go.
Hands‑free note capture: You can speak naturally with Sales agent in Outlook mobile to capture meeting notes directly in Dynamics 365 Sales or Salesforce CRM opportunities. You don't need to type or switch apps. You simply speak, confirm, and save, so important customer context is captured while it is still fresh and available to your sales team right away.
Accurate mapping to the right opportunity: Sales agent intelligently identifies the correct Dynamics 365 Sales or Salesforce CRM opportunity by using partial opportunity names, account context, or conversational cues. If more than one opportunity matches, it asks clarifying questions before saving your notes, so the notes go to the right record and data errors are reduced.
Automatically structured notes: You can turn voice input into clear, professional notes that are automatically saved in Dynamics 365 Sales or Salesforce CRM. Your notes include meeting context, key details, and next steps, helping keep opportunity records consistent and actionable.
By accessing Copilot metrics, you can track adoption of Copilot for Sales and its impact. With this data, you can drive adoption, justify investment, and build trust with the team.
", "Feature details": "Within Viva Insights, you get a user-friendly, self-serve way to track adoption of Copilot for Sales. This mechanism covers usage data, from high-level key metrics to scenario-specific details. You get out-of-the-box Power BI templates to view both high-level usage data pivoted by your organizational data, scenario-level usage, and usage trends over time.
You can use the usage metrics and Power BI templates in the Viva Insights Analyst Workbench. The Analyst Workbench gives you access to a wide range of usage metrics from Copilot in Microsoft 365 and Copilot for Sales. An out-of-the-box Power BI dashboard complements these metrics, so you can get started quickly with minimal effort. You can always build your own customer dashboards using analysis query results in the Analyst Workbench.
To access the Viva Insights report, your administrator must assign you the Viva Insights Analyst role in the Microsoft 365 admin center.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"12/12/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"e6d8d821-3c28-ef11-840a-6045bddbaa47", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Easily save meeting notes to CRM following Teams meetings", "Investment area": "Application experiences", "Business value": "Keeping the CRM up to date after meetings is essential for giving the sales team the visibility they need to close deals faster. However, busy schedules often prevent sellers from saving meeting notes to CRM from Teams, which leads to missed or delayed updates.
With Copilot for Sales, you can save meeting notes directly to your CRM right after a meeting without switching contexts. This capability not only saves time but also keeps your organization's business data current and accurate.
", "Feature details": "As a seller, you can update your CRM directly from the post-meeting Microsoft Teams recap page. Select the Sales button to see sales-related insights. Select Save to CRM to update your CRM by performing the following actions:
The app saves meeting summaries to the description field of the appointment in the CRM, so the sales team can access them.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/25/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"709232c4-7fe0-ee11-904d-00224827e88b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Get Copilot for Sales extension in Teams Copilot chat", "Investment area": "Cross-application experiences", "Business value": "This capability lets you get authoritative answers for sales-related questions directly from your system of productivity in Microsoft 365 apps. With the Copilot for Sales extension in Teams Copilot chat, you get authoritative answers for natural language questions in a dedicated sales canvas that provides a greater sales-specific experience for you.
Sales extensions appear as additional copilots in the Copilot app and can be triggered by clicking the extension entry or by @ mentioning the Copilot for Sales plugin in the main Copilot chat canvas.
", "Feature details": "You can use Copilot for Sales as an authoritative source in Teams Copilot to get insights and data for sales-related questions. This feature includes the following:
The feature is available for Dynamics 365 and Salesforce customers. To use this capability, you must have a Copilot for Sales license, Copilot for Sales must be enabled in your environment, and the Copilot for Sales plugin enabled in Microsoft 365 Chat.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "08/28/2024", "GA date":"09/28/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"42a99fd0-aee0-ee11-904c-000d3a4e511f", "GeographicAreasDetails":"This feature will be released into the following Microsoft Azure geographic areas:
This feature lets you control which meetings can generate AI insights, so you can protect sensitive conversations while still getting value from approved meetings. You can reduce compliance risk without slowing seller productivity.
", "Feature details": "As an administrator, you can now control whether meetings are used by AI-powered experiences in the product. You can choose which meetings can be stored, shared, and used to generate insights such as recent customer communication summaries, meeting prep, meeting recap, and Sales chat skills.
You can also exclude meetings that have specific sensitivity labels, such as Highly confidential, so those meetings are not used for AI insights. This setting is applied consistently across all meeting-based AI experiences.
You manage this setting centrally in the Sales app admin settings, and the feature is automatically enabled for you.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/01/2026", "Public Preview Release Wave":"", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"77264c91-2ffe-f011-8406-000d3a1be5de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "View Sales Development agent metrics in Sales agent", "Investment area": "Copilot agents", "Business value": "As an agent manager, you need clear visibility into Sales Development agent effectiveness such as how many leads were contacted and handed off, so you can monitor performance and improve outcomes. Surfacing this data in Sales agent in Microsoft 365 makes it easy for you to access and act on.
", "Feature details": "This capability helps the agent manager understand how Sales Development agent is performing and the business impact it is creating. By surfacing performance data in one place, it becomes easier for you to evaluate effectiveness and identify where support or adjustments are needed.
In Sales agent in Microsoft 365 Copilot, you can view key Sales Development agent metrics to monitor overall performance. These metrics include leads reached out to, leads escalated, leads handed off, and other related indicators.
You can also drill down into individual leads the agent is working on. This gives you a detailed view of each lead, including an overview of activity and communication history, so you can better understand progress and context.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"dc3fd7bd-28fe-f011-8406-7c1e521ae579", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Control how AI-generated email insights are stored and shared", "Investment area": "Copilot agents", "Business value": "Copilot for Sales turns everyday sales email exchanges into actionable insights that help sellers move deals forward. AI automatically generates summaries, flags objections, and highlights next steps-then surfaces these insights in Outlook and Teams where sellers already work. The result is better preparation, faster follow-up, and more informed conversations. These insights can be seen in the roadmap card in Outlook, the opportunity insights card in Outlook, and the meeting prep card in Teams.
As an admin, you stay in control. You can decide which users are opted in for automatically capturing insights, and which users can share these with teammates who have access to the associated CRM record, and what sensitivity labels apply. This control ensures insights are both useful for the business and compliant with organizational policies.
", "Feature details": "This feature includes:
1. Admin controls for storing email insights
As an admin, you control which users can have AI insights such as summary, objections, and next steps automatically stored for sales emails with at least one contact from the CRM (Dynamics 365 or Salesforce). This is controlled through a new email insight setting in the Access settings page in the settings tab of the Copilot for Sales personal app.
By default, this setting is turned off for all users in the organization. You can turn the setting on or off for all users. Or you can choose specific security groups that you allow or don't allow to store their email insights.
2. Admin controls for sharing email insights
As an admin, you can also control which users can share their stored email insights with other sales team members. This is controlled through a share email insight setting on the email insights feature configuration page in the Settings tab on the Copilot for Sales personal app.
Copilot for Sales uses AI to associate emails with CRM records. Only team members with access to the associated CRM record can view insights for those emails.
By default, this setting is turned off for all users in the organization. You can turn the setting on or off for all users. Or you can choose specific security groups that you allow or don't allow to share their email insights.
3. Admin controls for including emails based on sensitivity labels
Admins can choose which sensitivity labels (set up in Purview) should be included for email insights. This is controlled through a setting on the email insight feature configuration page in the Settings tab on the Copilot for Sales personal app.
Emails without a sensitivity label are always included in insights. For encrypted emails to be included, the sender needs to allow email insights.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/30/2026", "GA date":"", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"9db08ae3-4b79-f011-b4cc-6045bdda206c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Enhance email summaries with improved third-party insights", "Investment area": "Copilot agents", "Business value": "Email summaries in Copilot for Sales now include deeper third-party insights. Partner application developers can access richer data such as email content, context, and CRM records to improve the quality of their insights. With these enhanced insights, sellers catch up on customer emails and respond faster and more effectively.
", "Feature details": "Email summaries now show richer third-party insights. The extensibility API passes more input parameters, such as the email body and metadata, message ID and conversation ID, and CRM-related entities. Partner application developers can use this extra data to improve the quality of their insights.
Use the same extensibility API to change both the email summary on the Outlook canvas and the email summary in the side panel.
For more information, refer to Extend Copilot for Sales and Enhanced email summary extensibility API.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"04/15/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"cae78a24-6a0e-f011-9989-000d3a108096", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Scale your sales team to grow your pipeline with Sales Development agent", "Investment area": "Copilot agents", "Business value": "Sales organizations are unable to scale their sales team to qualify the current volume of leads, leaving missed opportunities to generate revenue. The Sales Development agent is an autonomous AI seller that can work around the clock generating qualified opportunities from leads assigned in the CRM or from an assigned list of contacts or accounts. The Sales Development agent will engage in two-way conversations with customers, answer frequently asked questions, and ask qualification questions. Leads satisfying the qualification criteria are handed off to sellers, sharing the context and insights identified during customer engagement, thereby freeing up sellers to focus on the highest quality leads.
", "Feature details": "Sales teams can add multiple instances of Sales Development agent to their team by creating new agents in the Teams Agent Store. Each agent is provisioned with their own identity (mailbox, Teams account, OneDrive, and SharePoint) and will be assigned to an Agent Sponsor. IT admins will be able to audit agent activities using Agent 365, leveraging existing tools like Microsoft 365 Admin, Entra, Purview, and Defender.
The Sales Development agent has the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Send multilingual outreach with Sales Agent", "Investment area": "Copilot agents", "Business value": "Sales teams often work across countries and regions where prospects expect communication in their local language. Until now, Sales Agent only supported English-generated outreach, requiring sellers to translate emails manually, leading to delays, inconsistent messaging, and extra effort.
With this update, Sales Agent can now generate outreach emails in multiple languages. The agent automatically uses your Office 365 language settings when drafting messages and allows you to manually choose a different language when needed so you can engage more leads in the right language without losing control over tone or quality.
This helps you save time, reduce translation errors, and deliver more localized, personalized outreach at scale.
", "Feature details": "Sales Agent now supports generating outreach emails in multiple languages. By default, it detects the language you've set in your Office 365 settings and uses that as the authoring language for generated emails.
If you're reaching out to a prospect in a different language, you can manually override the language before sending. The email will then be translated and drafted in the selected language, allowing you to engage leads in their preferred language with ease.
You can manually change the email language from the Language tab under the Customize talking points section in the generated email draft.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/13/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"8d163e25-406e-f011-bec2-7c1e524a9911", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Get AI-powered insights with enhanced pre-meeting card", "Investment area": "Copilot agents", "Business value": "Stop spending hours consolidating data before meetings. Copilot for Sales now delivers automated insights directly in Teams. With a pre-meeting preparation card, stay informed about key opportunities, past interactions, and strategic insights such as action items and key risks. With this information, you enter every customer conversation fully prepared. This feature leads to more productive meetings, better engagement, and a stronger sales pipeline.
", "Feature details": "Copilot for Sales makes meeting preparation easier by giving you AI-generated insights in a pre-meeting preparation card. You get this card through the Copilot for Sales bot or chat in Teams. The preparation card includes:
With this feature, you can focus on building relationships and closing deals instead of searching through meeting notes, CRM records, and information from peer sellers.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"81234e5a-ecb7-ef11-b8e8-7c1e52577a44", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Engage prospects faster with Sales Agent-enriched leads", "Investment area": "Copilot agents", "Business value": "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.
", "Feature details": "As a seller, you can save time and engage more leads with Sales Agent's AI-generated insights and personalized outreach messages. Sales Agent researches every lead in your pipeline, so you don't have to spend time searching the web or your CRM. It finds the key information you need to qualify each lead. When you're ready to contact a lead, Sales Agent creates personalized emails that use the insights it gathers. These emails engage the lead and make them feel like you know them, their business, and how you can help them achieve their goals. Sales Agent gives you the confidence that you have everything you need to know about every prospect and the ability to connect with them in a meaningful way.
For example, Mona, a seller at Contoso, gets a lead from Fabrikam. In the past, Mona might have quickly searched the web and their CRM for information about the individual and the company. However, Mona might have missed key information that helps get the lead's attention, such as Fabrikam's past lost or won opportunities with Contoso, and Fabrikam's recent expansion plans. Mona might have sent a plain form email, lacking a personalized hook that goes unanswered. With Sales Agent, Mona can save time and improve their close rate by engaging leads like Fabrikam with research-backed, personalized initial outreach and follow-up. The deep research discovers and summarizes the key account details from the CRM, and the insights about Fabrikam's business needs and challenges. The email crafted by the Sales Agent incorporates those insights, so Mona's outreach feels like it's addressing Fabrikam's needs, making them more likely to respond. Sales Agent saves Mona hours of research and email writing, and she sees better response rates from their outreach.
Sales Agent key features:
As an admin, you can set up and activate Sales Agent for your sellers from the Copilot for Sales admin settings.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/23/2025", "GA date":"09/01/2026", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2026 release wave 1", "Release Plan ID":"42c04b7c-7717-ef11-9f89-6045bdd9a625", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/09/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Include account and opportunity info in AI-generated emails", "Investment area": "Microsoft Outlook experiences", "Business value": "As a seller, you can now include account and opportunity record details from the CRM in Copilot for Sales AI-generated email drafts. You can add these details to both suggested replies and custom-prompted responses. This feature eliminates the need to manually search for and copy CRM data. It saves time and improves accuracy in customer communications.
", "Feature details": "Copilot for Sales uses AI to help you create email drafts. Previously, the drafts didn't include references to CRM records, so you needed to add that information yourself.
With this feature, you can include CRM data, like account or opportunity details, in AI-generated email drafts based on your prompt. When the prompt or email content clearly states your intent, Copilot for Sales adds relevant CRM information to the email. This information appears when you save the email to a CRM record. The feature enriches your draft with valuable context and saves you time.
You don't need to turn on this feature. To start using it, add instructions in the custom prompt for generating an email draft. You can include any of the available Account or Opportunity record fields.
This feature supports:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Access Copilot for Sales from Outlook mobile", "Investment area": "Microsoft Outlook experiences", "Business value": "As a seller, you spend time in the field meeting with customers and staying up to date on your mobile device. With the core experiences enabled in the Outlook mobile app, you stay on the go with the support of your sales personal assistant. Sellers can easily track emails to CRM, keep the CRM updated, and use AI power to summarize and generate email replies, all from within the mobile version of Outlook on iPhone or Android devices.
", "Feature details": "All users of the Microsoft Outlook app on Android and iOS devices automatically get mobile features. As a seller, you can use key features from the mobile app by selecting the ... menu in an email to open the Copilot for Sales app. This app gives you access to features available on the desktop, such as:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Add contacts, save emails to CRM from Outlook email banner", "Investment area": "Microsoft Outlook experiences", "Business value": "Easily view suggested CRM actions in a banner that appears within a customer email. This feature helps improve CRM data quality without disrupting your workflow. Suggested actions such as adding a new contact or lead to CRM or linking the email to track the history appear within the email messages and allow you to select or dismiss them.
", "Feature details": "Actionable message banners give you the following capabilities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Benefit from enhanced email summaries and drafts with meeting suggestions", "Investment area": "Microsoft Outlook experiences", "Business value": "Email summary and email draft are key scenarios for sellers today. This enhancement helps you confidently use Copilot for drafting emails and generating email summaries, so you get productivity gains.
", "Feature details": "Email summaries and drafts displayed on the Outlook canvas are enhanced with the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Use Sales agent in Outlook mobile", "Investment area": "Microsoft Outlook experiences", "Business value": "If you use Dynamics 365 Sales or Salesforce CRM, getting ready for customer meetings on mobile can feel fragmented. You often have to switch between your CRM, email, and meeting apps, which slows you down and increases the chance of missing important account details.
Sales agent in Outlook mobile brings CRM context directly into the app you already use. You can enter every meeting with a clear view of the customer, active opportunities, recent interactions, and potential risks without opening a separate CRM app. You stay current on the latest CRM updates and engage customers with confidence using accurate, up-to-date insights.
", "Feature details": "Sales agent is now available in the Outlook mobile app, so you can access and work with your Dynamics 365 Sales or Salesforce CRM data within Outlook mobile using natural-language chat.
With this release, sales teams using Dynamics 365 Sales or Salesforce can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"04/02/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Track key moments and insights in Outlook side pane", "Investment area": "Microsoft Outlook experiences", "Business value": "To drive deals forward and keep customers happy, the sales team needs to build meaningful relationships with their customers, understand their needs, and proactively offer solutions. To do this, it's critical for the team to understand the key moments that impact a customer relationship and deal progression.
However, this information is scattered across multiple sources, and the team either (a) spends too much time manually gathering this data across multiple sources, or (b) doesn’t bother gathering this information and relies on data that is only in the CRM, which often lacks the key moments that impact the relationship and is often stale, or (c) gives up trying to find this information, given time constraints.
The Customer communication card in the Outlook side pane brings together data across touchpoints into a unified view so you don't have to go to multiple places or rely on touchpoints needing to be saved to CRM. This card shows AI-generated summaries and insights for key moments (emails, meetings, and more) that impact the customer relationship – that ultimately drives deals forward and keeps customers happy.
", "Feature details": "The Customer communication card is displayed in the Copilot for Sales pane in Outlook when you save the email to an opportunity.
The Customer communication card offers the following functionalities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/19/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "View related opportunity insights in Outlook side pane", "Investment area": "Microsoft Outlook experiences", "Business value": "To drive deals forward and keep customers happy, you need to make sure you have a holistic view on the opportunity that you are working on. Instead of having to view multiple systems to get a complete picture of the opportunity, Copilot for Sales will look across all the meetings and emails related to that opportunity and provide concise insights in the Outlook side pane helping you get all the information you need in your flow of work.
", "Feature details": "The Opportunity insights card displays in the Outlook side pane when the email is saved to an opportunity.
The Opportunity insights card provides the following functionalities:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Share records when composing emails in Outlook", "Investment area": "Microsoft Outlook experiences", "Business value": "To ensure teams engage on the right record, you can now mention recently used records in the Sales app right within the Outlook email experience. This feature makes it easy to find and show a rich embedded adaptive card to the recipients. Typing the forward slash (/) key followed by the name of the record automatically completes a CRM record name and adds it to the email.
", "Feature details": "Sharing records is turned off by default, but CRM administrators can turn it on within the Sales app admin settings in Outlook, Teams, or other Microsoft 365 applications.
You can use the existing Outlook forward slash (/) support to show a dialog box with recently used CRM records in the Sales app. As you interact with the Sales app, those records are added to the available list to show within Outlook emails for quick access. When you select a record, a rich adaptive card displays the CRM record information for quick access.
Recipients of the adaptive card see details only if they have access to the CRM record. The adaptive card auto-refreshes to show any changed CRM content, keeping the card from showing any stale data.
Find this capability in:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/05/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Control if AI-generated insights are stored in Dataverse", "Investment area": "Microsoft Teams experiences", "Business value": "Admins can control how the system handles AI-generated meeting insights in Copilot for Sales. With this feature, admins can turn on or turn off storing meeting insights in Dataverse. Use this setting to manage data costs and control how information flows in your organization.
", "Feature details": "As an admin, you control which users can store their meeting insights (AI notes, sentiment, follow-up tasks, and more) in Dataverse. You set this control through a new access setting on the admin settings screen in the Copilot for Sales personal app.
Previously, the system stored meeting insights in Microsoft Graph. This feature gives your organization more control over insights data. By default, all users in the organization enable the setting. You can turn storage on or off for all users. Or, you can choose which security groups can save their insights data.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"9c527a29-8b1f-f011-998a-6045bdd33780", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/18/2025" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "View all sales insights in a single recap location", "Investment area": "Microsoft Teams experiences", "Business value": "All sellers now access the Sales pill in the Teams meeting recap. This pill gives sellers one place for post-meeting sales insights. This experience removes confusion from the retired Copilot for Sales app tab, which caused duplicated functionality.
The update adds sentiment analysis to the Sales pill. Previously, sentiment analysis was only available in the Copilot for Sales tab.
By bringing together all key post-meeting content like AI-generated summaries, follow-up tasks, participant engagement, and sentiment into one surface, sellers can stay focused, act faster, and drive deals forward without leaving their work.
", "Feature details": "Previously, only users with a premium Copilot for Sales license could access the Sales pill. With this update, all Copilot for Sales users, including users with Dynamics 365 Sales Enterprise licenses, can access the Sales pill. The Sales pill now includes sentiment analysis and meeting highlights when Teams AI meeting notes aren't available because users don't have a Teams premium license. The Sales pill now provides all the data that the older Copilot for Sales tab offered, so the Copilot for Sales tab is retired in post-meeting. The Sales pill holds all post-meeting insights, including the action items list, task list, question detection, keyword detection, sentiment analysis, and participant statistics.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"07/31/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"e42f9f68-4324-f011-8c4e-000d3a12de8b", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Seamlessly capture sales meetings with automatic recordings", "Investment area": "Microsoft Teams experiences", "Business value": "Ensure you capture every crucial detail in customer engagements. This feature automatically records and transcribes meetings, giving sellers complete records for comprehensive analysis. When your sales team uses these insights, they can streamline processes, reduce time spent on retrospective tasks, and focus on building stronger customer relationships. With this capability, your organization can optimize interactions and efficiently drive business success.
", "Feature details": "Copilot for Sales automatically handles your meeting recordings, so you never miss a moment. As an administrator, you can turn on this feature for your organization through the Copilot for Sales admin settings page. When you turn on the feature, it applies to all users. Any meeting with Copilot for Sales added automatically records the meeting for the seller. Sellers don't need any extra setup. The feature automatically starts recordings for eligible meetings. Copilot for Sales doesn't record meetings that you mark as private.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/13/2025", "GA date":"06/10/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"74014845-bb10-f011-9989-6045bdd98975", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Generate post-meeting summary emails using AI for customer follow-up", "Investment area": "Microsoft Teams experiences", "Business value": "Following up after meetings takes a lot of time and effort, especially when you create summarized notes to send to customers. With this feature, you can send a follow-up email with a single click by using high-quality AI-generated meeting notes, making post-meeting follow-up easy.
", "Feature details": "This release for Copilot for Sales enhances your productivity by improving the thank-you email generated after a Teams meeting:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "17d1affa-8c85-ee11-8179-00224827e88b", "Product name": "Microsoft 365 Copilot for Sales", "Feature name": "Start your day with a Copilot for Sales meeting summary", "Investment area": "Microsoft Teams experiences", "Business value": "The daily meeting prep notification helps you work more efficiently by giving you one summary of your upcoming sales meetings each day. This feature shows key insights in advance, including participant details, strategic context, and next-best actions. It removes the need for manual preparation, saves time, and helps you enter each conversation with confidence and clarity.
For the business, this feature boosts seller productivity by cutting down on context switching and fragmented preparation efforts. It leads to higher-quality customer interactions, better pipeline progression, and deal conversion. It also lowers operational overhead from ad hoc meeting prep tools or fragmented CRM usage.
Admin-level configurability lets you align the feature with your organizational rhythms and helps prevent notification fatigue. The feature still delivers critical insights that drive better outcomes.
", "Feature details": "A daily meeting prep notification gives sellers a summary of their upcoming meetings in a structured format. The daily card holds key insights for the next five sales meetings, organized by meeting date. Each meeting shows the title, agenda, date and time, and meeting length. Sellers can select a link to open the Teams meeting. A link to help prepare for the meeting sends a new adaptive card with pre-meeting details for that meeting.
Admins set the daily time for sending the meeting digest. They can also turn the digest on or off for the whole environment.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "", "GA date":"06/30/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"dbba20a1-971f-f011-998a-6045bdd33780", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/07/2025" }, { "ProductId": "a2f88dff-d15b-ee11-be6f-000d3a5744ca", "Product name": "Microsoft 365 Copilot for Service", "Feature name": "Plugins support for Copilot embedded in third-party CRMs", "Investment area": "Copilots embedded in CRM systems", "Business value": "This feature empowers businesses that use third-party CRM solutions to leverage the capabilities of Copilot for seamless operations. By enabling AI-powered insights and automation, organizations can:
You can now embed Copilot into third-party CRM systems to help your business streamline operations and deliver better customer experiences. Key functionalities include:
Data integration: Copilot securely connects to third-party system data. Users can query and retrieve information like customer details, order history, or case status.
Seamless setup: Use plugins to easily configure and extend Copilot within non-Microsoft CRM environments. Admins can set up the plugins easily through the admin center.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"9995ddb4-96b9-ef11-b8e8-6045bdd5df5c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "a2f88dff-d15b-ee11-be6f-000d3a5744ca", "Product name": "Microsoft 365 Copilot for Service", "Feature name": "Use Copilot-generated prompts in your third-party CRM", "Investment area": "Copilots embedded in CRM systems", "Business value": "This feature streamlines how customer service representatives interact with Copilot. By offering relevant prompt suggestions based on the case or conversation context, it enables faster and more accurate responses. By reducing the time spent on manual input, the feature helps improve user efficiency and customer satisfaction. This improvement leads to a higher engagement rate and more effective case management in supported CRM systems.
", "Feature details": "When you use Copilot in your CRM solution, it generates prompts based on the context of the active case or conversation. Copilot creates prompts for only the first question, not for follow-up questions.
Turn on this feature in the admin center so customer service representatives receive prompts that help them improve their use of Copilot for Service.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"4c4d543d-98b9-ef11-b8e8-6045bdd5df5c", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "a2f88dff-d15b-ee11-be6f-000d3a5744ca", "Product name": "Microsoft 365 Copilot for Service", "Feature name": "Use Copilot to quickly summarize service representative conversations", "Investment area": "Copilots embedded in CRM systems", "Business value": "With the Copilot for Service conversation summary feature, customer service representatives can quickly catch up on conversations by viewing summaries of conversations with customers. This feature helps them resolve customer issues faster in their contact centers.
", "Feature details": "Copilot for Service understands the context of conversations in third-party CRM systems, such as Salesforce or ServiceNow. It summarizes the conversations between service representatives and their customers. When service representatives review summaries, they can more quickly catch up on conversations and create notes based on the summaries. This feature helps speed up the time to resolution for customers in the context of their CRM system.
Use this feature only when the conversation in the host CRM system is closed. Service representatives access the summaries through a menu option in the Copilot pane that's embedded in the third-party CRM system.
Admins must turn on this feature for their service representatives.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"a76cf0ed-7e03-ef11-a1fe-000d3a574bff", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"08/08/2025" }, { "ProductId": "a2f88dff-d15b-ee11-be6f-000d3a5744ca", "Product name": "Microsoft 365 Copilot for Service", "Feature name": "Provide meeting summary and follow-ups to create CRM tasks", "Investment area": "Agent experiences in Microsoft Teams", "Business value": "As agents are talking to customers, they can now save time on documenting the discussion and action items. Copilot for Service will now provide meeting summaries and action items in integration with the Teams recap, providing all the service-specific follow-up items. Agents can also create CRM tasks right from the Teams recap section.
", "Feature details": "Capabilities that will be enabled through this feature:
This feature will be released into the following Microsoft Azure geographic area:
With Copilot for Service prebuilt plugins, agents can help solve customer issues more quickly by asking Copilot questions in Microsoft 365 Chat. Copilot will cover CRM data, such as case, contact or knowledge details, which helps agents increase productivity.
", "Feature details": "Agents can use Microsoft Copilot to quickly get information to help resolve customer issues. With Copilot for Service prebuilt plugins, agents can ask Microsoft Copilot for information, and it can query over CRM data, such as case and contact details and knowledge articles. Using Microsoft Copilot to query the data saves time and helps agents increase productivity.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"07/01/2024", "Public Preview Release Wave":"2025 release wave 2", "GA Release Wave":"", "Release Plan ID":"ff310c68-22b7-ee11-a569-000d3a55bb34", "GeographicAreasDetails":"", "Last Gitcommit date":"08/09/2024" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Automate variance analysis", "Investment area": "Microsoft Excel experiences", "Business value": "Microsoft 365 Copilot for Finance helps you analyze variances using Excel. Now this process can be automated by the end user and executed by Copilot on recurring basis. Copilot notifies the user when notable variances are observed and require attention. It saves time for finance professionals manually reviewing and analyzing company's financial performance and accelerates actions required to improve it.
", "Feature details": "With this feature users can:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Import financial data into Excel", "Investment area": "Microsoft Excel experiences", "Business value": "Microsoft 365 Copilot for Finance helps you automate data-gathering routines so you can simplify your ETL processes.
", "Feature details": "Copilot for Finance adds the following capabilities for getting financial data:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Reconcile data using multiple reconciliation rules", "Investment area": "Microsoft Excel experiences", "Business value": "Transactions remaining unmatched after completing the reconciliation process can require a significant amount of time from finance users to investigate, research, and resolve through manual adjustment. Many of these transactions can be efficiently matched by applying specific reconciliation mapping keys and modifiers designed for the transaction patterns. With the introduction of this new feature, additional rules capturing these mapping keys and modifiers can be incorporated into the reconciliation process, enabling more transactions to be intelligently matched.
", "Feature details": "When setting up a reconciliation, create rules that specify how to reconcile transactions during the reconciliation process.
Each rule and its contents can be stored and maintained using the existing template feature. Matched reconciliation results displayed on the reconciliation report include indicators for the rule applied for the transaction.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/01/2026", "GA date":"", "Public Preview Release Wave":"2026 release wave 1", "GA Release Wave":"", "Release Plan ID":"70ee88d5-4709-f111-8407-000d3a1be5de", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"03/18/2026" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Use Excel to analyze variances", "Investment area": "Microsoft Excel experiences", "Business value": "With Finance agents in Microsoft 365, you can analyze variances seamlessly through the familiar Microsoft Excel interface. Define precise criteria for discrepancies, use extra data sources for targeted analysis, and easily create detailed variance analysis reports with comments that improve communication with stakeholders.
Regularly explore your organization's core by examining forecast-to-actual trends. Stay ahead and keep all stakeholders updated on your business's changing state with timely, insightful analyses. Enjoy many benefits:
Finance agents in Microsoft 365 support the following capabilities for variance analysis tasks:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Use Copilot extended reconciliation parametrization", "Investment area": "Microsoft Excel experiences", "Business value": "With Microsoft 365 Copilot for Finance, you can tailor the reconciliation process by categorizing transactions to improve comparison accuracy. This customization lets you match your specific requirements and the state of the data you reconcile. You maintain clarity in the reconciliation reporting by defining how the data is presented.
", "Feature details": "Microsoft 365 Copilot for Finance introduces enhanced capabilities for the reconciliation process, offering the following features:
Customizable tolerance definition: Tailor your reconciliation to your business process specifics by defining allowed tolerance levels. This feature empowers you to categorize transactions accurately, ensuring alignment with your unique operational requirements.
Numeric and monetary value parameterization: Take full control of numeric and monetary values with Copilot's parametrization options. Whether it's adjusting values to absolute for comparison or modifying signs, you can customize your settings to match your exact needs and the state of the raw data.
Precision and presentation settings: Fine-tune your reconciliation with configurable floating precision, rounding rules, and data presentation options. This level of parametrization allows you to maintain consistency and clarity in your financial reporting.
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"01/08/2026" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Use agent-assisted reconciliation data prep and selection", "Investment area": "Microsoft Excel experiences", "Business value": "With Microsoft 365 Copilot for Finance, you transform the prereconciliation stage and deliver unmatched value.
Data preparation: Empower your reconciliation process with agent-guided data sanitization capabilities. Seamlessly prepare your data for reconciliation with precision and efficiency, ensuring the integrity and accuracy of your source data. By leveraging the agent's assistance, you can resolve data issues in the extract, transform, and load (ETL) process.
Matching criteria: Simplify your reconciliation efforts by defining matching criteria with Copilot. Automatically establish and refine rules that identify matching transactions.
", "Feature details": "Microsoft 365 Copilot for Finance gives pre-reconciliation staff enhanced assistance capabilities. It offers the following features:
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"09/11/2025" }, { "ProductId": "56ba60c1-005c-ee11-be6f-000d3a4e5de0", "Product name": "Finance agents in Microsoft 365", "Feature name": "Automate financial reconciliation in Excel with unattended mode", "Investment area": "Microsoft Excel experiences", "Business value": "With the automated reconciliation feature of Microsoft 365 Copilot for Finance, you get unparalleled efficiency and peace of mind. Recurrent runs operate autonomously, so you receive seamless notifications and stay informed without needing to intervene manually.
You can enjoy uninterrupted workflow continuity while maximizing productivity and ensuring timely reconciliation updates. With the user at the center, you and your team own the lifecycle management of your unattended reconciliation runs. With this modern approach to reconciliation, you can focus your valuable time and resources on strategic initiatives that drive business growth.
", "Feature details": "Microsoft 365 Copilot for Finance introduces enhanced capabilities for reconciliation in unattended mode that offers the following features:
Scheduled execution: Seamlessly automate reconciliation tasks with schedule-based execution, enabling recurrent processing at predefined intervals tailored to your business needs. Event-driven automation: Experience dynamic execution triggered by assigned events, such as new source files and template-defined schedules, ensuring timely and efficient reconciliation without manual intervention.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/31/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"599a2963-6ee1-ee11-904d-000d3a14a9c1", "GeographicAreasDetails":"Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
", "Last Gitcommit date":"02/04/2026" }, { "ProductId": "69a93e6d-a5da-ea11-a813-000d3a563be2", "Product name": "Microsoft Cloud for Manufacturing", "Feature name": "Use Factory Operations Agent in Azure AI", "Investment area": "Factory Operations Agent in Azure AI", "Business value": "The Factory Operations Agent in Azure AI helps solve factory issues and improves productivity by letting users ask questions in natural language about unified IT-OT data. Key benefits include:
The Factory Operations Agent offers an industry augmentation loop, plug-ins, and skills to understand complex systems like Manufacturing Execution Systems and Quality Management Systems. It connects with data in Manufacturing data solutions, so users can ask questions in natural language. This feature helps prevent misinformation and includes responsible AI guardrails to ensure responses are relevant, safe, and responsible within the manufacturing context. In preview, the agent provides a plug-in for global system integration partners and ISVs to customize experiences for manufacturing customers or enhance existing ISV applications with advanced AI capabilities.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"4981e454-afd7-ee11-9079-6045bda7c23b", "GeographicAreasDetails":"", "Last Gitcommit date":"05/07/2025" }, { "ProductId": "69a93e6d-a5da-ea11-a813-000d3a563be2", "Product name": "Microsoft Cloud for Manufacturing", "Feature name": "Streamline manufacturing operations with AI", "Investment area": "Factory Operations Agent in Copilot Studio", "Business value": "By providing interactive step-by-step guidance, the onboarding assistant ensures a smooth and positive onboarding experience. Automating the onboarding process saves time for both customers and support teams, allowing quicker deployment and configuration. Assistance with data mapping and configuration helps ensure that data is set up correctly from the start, reducing errors and the need for future corrections.
", "Feature details": "The Factory Operations Agent in Copilot Studio provides comprehensive step-by-step deployment guidance, ensuring that each phase of the deployment process is clearly outlined and easy to follow. Additionally, the agent offers detailed data mapping and copilot configuration assistance, helping users to accurately map their data for optimal integration and functionality. The agent offers these capabilities through interactive Q&A.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"46fef906-fa9b-ef11-8a69-000d3a4e63db", "GeographicAreasDetails":"", "Last Gitcommit date":"04/29/2025" }, { "ProductId": "69a93e6d-a5da-ea11-a813-000d3a563be2", "Product name": "Microsoft Cloud for Manufacturing", "Feature name": "Query factory data in natural language", "Investment area": "Factory Operations Agent in Copilot Studio", "Business value": "Manufacturers generate vast amounts of data, often stored in siloed systems, making it difficult to get insights quickly. The Factory Operations Agent in Copilot Studio addresses this challenge by offering a natural language interface to access specific information, which improves operational efficiency, collaboration, and employee engagement.
The agent helps reduce friction in onboarding the Manufacturing data solutions agent capability by providing guidance and answers to common questions about deploying or setting up the service. It also helps simplify the authorization and authentication issues to distribute the Factory Operations Agent to all users.
", "Feature details": "The Factory Operations Agent in Copilot Studio provides out-of-the-box functionality that lets factory managers query operations data and gain valuable insights. It also offers a low-code extensibility experience, enabling customization to meet specific customer needs.
The use cases for the agent include:
Factory Safety Agent in Copilot Studio lowers the barrier for an organization to configure an agent relevant to their factory's safety audit processes and make readily deployable agents across the Microsoft 365 ecosystem. This helps enhance the safety audit process on the shop floor. Easy to integrate within the Microsoft 365 ecosystem, these agents can be used in everyday tools like Microsoft Teams to provide answers to Occupational Health and Safety (OHS) guidelines. Additionally, the agent offers features to streamline safety inspections and personalize safety training for the workforce.
", "Feature details": "Factory Safety Agent in Copilot Studio leverages the capabilities of Copilot Studio to create low-code experiences that can solve pain points in safety audit processes with the following features:
By providing a unified data estate with a structured query API, Manufacturing data solutions enhance the accessibility of factory data. By integrating and analyzing data from various sources, manufacturers can gain comprehensive insights into their operations. This enables more informed decision-making, leading to improved operational efficiency and productivity.
", "Feature details": "Manufacturing data solutions offers a comprehensive framework for data integration and analysis, enabling manufacturers to ingest and organize disparate data from MES systems, machines, sensors, PLCs, and various applications. Key capabilities include the ability to ingest data in batches and streams into standard industry data models, and consume the data through a structured query API. The solution also allows extensibility to use custom data models and integration into other connector sources and consumer applications.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"280fb1bc-33d7-ee11-9079-002248255405", "GeographicAreasDetails":"", "Last Gitcommit date":"04/29/2025" }, { "ProductId": "69a93e6d-a5da-ea11-a813-000d3a563be2", "Product name": "Microsoft Cloud for Manufacturing", "Feature name": "Contextualize data from Tulip MES", "Investment area": "Manufacturing data solutions in Microsoft Fabric", "Business value": "Integrating Tulip MES with Manufacturing data solutions enables the seamless transformation and unification of data from various sources. This integration provides deeper insights when unified with other systems and data. It also enhances visibility and decision-making capabilities, ultimately improving operational efficiency, productivity and scalability.
", "Feature details": "Tulip offers a cloud-native MES solution that provides flexibility, scalability, and reliability. A standardized connector from Tulip MES enables seamless data flow from the shop floor to the top floor by contextualizing the data for use in the data lake of Manufacturing data solutions. Both citizen developers and IT professionals can set up and manage these integrations, ensuring accurate data representation in the data lake. Microsoft Fabric integration eases the management of ingestion and transformation pipelines and connects to analytics and agent capabilities for insights.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "04/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"41b21ded-9f66-ef11-bfe2-7c1e5217aba5", "GeographicAreasDetails":"", "Last Gitcommit date":"04/28/2025" }, { "ProductId": "69a93e6d-a5da-ea11-a813-000d3a563be2", "Product name": "Microsoft Cloud for Manufacturing", "Feature name": "Streamline deployment management", "Investment area": "Manufacturing data solutions in Microsoft Fabric", "Business value": "System Integrators and customers benefit from the managed deployment of Microsoft Fabric and Azure resources required for Manufacturing data solutions. This managed deployment simplifies the process and reduces the time and effort needed to set up and manage these resources. As a result, system integrators and customers can focus more on their core operations and enhance their efficiency and productivity.
", "Feature details": "This feature provides managed deployment of Microsoft Fabric and Azure resources required for manufacturing data solutions from the Microsoft Cloud Solution Center. By orchestrating the deployment of Fabric resources such as Lakehouse and Event Stream, along with other Azure resources, it simplifies the deployment process.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/18/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"72779c33-83d7-ee11-9079-6045bda7c23b", "GeographicAreasDetails":"", "Last Gitcommit date":"04/29/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Enable store employees to move between stores", "Investment area": "Store Operations Assist", "Business value": "Retail is a fast-paced environment and experiences high employee turnover rates, which poses a challenge to manage store tasks and assist customers. Often store employees must work in more than one store to support critical store tasks or fill in for someone. At this point, it becomes important that store associates can make a smooth transition between stores (in the Store Operation Assist application) and access their relevant task-related data. With this feature in place, store employees could assist store operations in other stores as well seamlessly.
", "Feature details": "With this functionality, a store manager would be able to oversee task management in more than one store. A store associate would be able to temporarily work out of a peer store, when there’s a shortage of staff, or a store needs extra hands to manage special events.
This feature enables support for matrix data structure and providing the store associate with the right set of user permissions and correct security role. Additionally, modifications are made in Store Operations Assist admin to support correct task ownership and assignment to the business unit. This capability allows store associates to access any business unit's data regardless of what business unit the store associate is assigned to.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/28/2024", "GA date":"09/28/2024", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"070aa1ec-4853-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"05/23/2024" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Personalize product discovery", "Investment area": "Personalized Shopping Agent", "Business value": "Personalization that has been synonymous with customer engagements only, holds a totally new meaning in the agentic world. A personalized product discovery and shopping experience holds as much true for an in-store store associate as much it holds true for a customer accessing details via customer website.
With customers expecting seamless and personalized shopping experiences while retailers, especially in-store, are grappling with operational inefficiencies, labor shortages, fluctuating demand, increasing competition, there is a huge need for tool that can ensure all the product related information in very easily accessible way to help close the deals in the most conducive and short possible time
", "Feature details": "Personalized product discovery based on Copilot Studio, is an experience that is headless in nature i.e. it can be embedded into any user interface and can work across multiple personas and use cases. It can be enabled for a B2B (store associate) and a B2C (end customers) persona.
The end consumers and store associates can now interact with the AI-enabled assistant, seek suggestions and guidance to help in making an informed shopping decision. The app helps to convert the interactions into an assisted sale closure in a seamless way.
The Copilot Studio-based agent provides a robust and scalable architecture that is easy to deploy and implement. Leveraging the out of box connectors and flow you can bring in the data from diverse core business applications and third parties to bring in a very personalized and contextual product discovery experience for your customers and store associates
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/28/2025", "GA date":"11/28/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 2", "Release Plan ID":"422de49d-eebb-ef11-b8e8-7c1e527e6133", "GeographicAreasDetails":"", "Last Gitcommit date":"05/03/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Enable individually crafted responses", "Investment area": "Copilot template for personalized shopping enhancements", "Business value": "Personalized shopping conversations focus on the shopper's immediate needs but without prior knowledge of their shopping history, the results are limited. However, integrating data from existing personalization and order history systems can enrich the conversation with insights about the shopper's preferences and buying habits.
Post-conversation, the chat session can be analyzed to further enhance the shopper's profile in these systems. This not only provides a more personalized shopping experience but also adds significant business value. It enables retailers to better understand their customers, tailor their offerings, and make more accurate product recommendations. This can lead to increased customer satisfaction, loyalty, and higher sales.
", "Feature details": "With this feature, upon initial login, the system will present personalized prompts to the shopper. These may include suggestions to repurchase items or complementary products based on their previous purchases. Each recommendation will be customized according to the shopper's expressed preferences. The system's open interface is designed to integrate seamlessly with various third-party personalization tools, with some pre-integrated for immediate use.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/28/2025", "GA date":"03/28/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"7382a256-19de-ee11-904c-00224827e528", "GeographicAreasDetails":"", "Last Gitcommit date":"08/05/2024" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Embed copilot in Sitecore OrderCloud connector", "Investment area": "Copilot template for personalized shopping enhancements", "Business value": "Sitecore OrderCloud powers custom e-commerce experiences and order management for some of the world’s most well-known brands. It enables the rapid development of custom, secure, and scalable e-commerce solutions. Embedding a personalized shopping copilot in this ISV will help customers reap immediate benefits on their OrderCloud investment by utilizing a personalized shopping copilot on their e-commerce websites.
The adoption of the copilot solution will become faster as the deployment journey is shortened by making this an embedded app rather than a separate app. For retailers, reducing the entry gate will result in a faster ROI realization.
", "Feature details": "The feature will embed the personalized shopping copilot to the OrderCloud deployment offering, so this becomes the default feature with every OrderCloud installation and delivers a unified experience with low admin overhead.
The deployment will be made configurable with minimal clicks which can help customers with self-deployment post the installation of Sitecore OrderCloud-Fabric connector. This will not only make the Fabric adoption journey easy but will also have a faster copilot implementation grounded on the retailer’s data. This will contribute to delivering a more personalized and enhanced shopping experience for the end customers.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/28/2025", "GA date":"03/28/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"39f3e50a-1dde-ee11-904c-00224827e528", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Enable plugin extensibility", "Investment area": "Personalized Shopping Agent", "Business value": "The copilot template is designed to provide a versatile conversational commerce solution to retailers of all types. Recognizing that some retailers have unique capabilities and processes they wish to offer their shoppers, such as detailed product information or interaction with a scheduling or service system, we've made it possible to integrate these extensions with specific intents in the shopping experience.
For instance, if a user expresses interest in scheduling an appointment, the system will automatically route this request to the appropriate plugin. This seamless integration not only enhances the user experience but also adds significant business value. It allows retailers to differentiate their offerings, improve customer engagement, and potentially increase sales by making their unique services more accessible and user-friendly.
", "Feature details": "The plugins are integrated with the standard OpenAI plugin API. They can be built and deployed using a variety of tool sets, including Microsoft AI Studio and Copilot Studio. They are deployed independently of the copilot template so they can be managed independently. The user experience is seamless, so they do not know when their request is routed to a plugin.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/01/2025", "GA date":"04/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5f970d29-19de-ee11-904c-00224827e528", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Use prebuilt industry templates", "Investment area": "Retail data solutions in Microsoft Fabric", "Business value": "In today’s fiercely competitive retail landscape, retailers strive to gain a profound understanding of their customers. Making data-driven decisions across all facets of their business is crucial. The presence of effective analytical solutions significantly contributes to achieving success. To allow retailers to enable these analytical solutions with reduced effort and faster time to market, we will be providing ready-made industry templates for the most widely used retail scenarios like inventory optimization analytics, customer segmentation, and customer sentiment analysis as part of this release. These templates will consist of a standardized data model, sample PBI report, and AI/ML (optional) capabilities embedded within each template.
", "Feature details": "We are investing in several key features and capabilities:
Automatic mapping and transformation pipeline in retail: This will allow retailers to streamline data integration, migration, and transformation. We will provide a smart matching feature which will take retailers source schema and based upon the industry template selected, we will auto-map source fields with target. This will significantly reduce the effort needed by each retailer to do this process manually. We will also generate the data pipelines or notebooks needed for doing the actual transformation.
Customer segmentation in retail: This involves segregating your customer base into distinct groups based on shared characteristics, behaviors, or demographics. The goal is to better understand and target specific segments with tailored marketing approaches that resonate with their unique needs and preferences. This helps with tailoring marketing strategies, inventory optimization, and using data to define various pricing strategies based upon your segments.
Inventory optimization in retail: This refers to the strategic management of inventory to achieve a right balance of supply and demand, reducing costs and increasing customer satisfaction. It involves forecasting the demand and inventory needs based upon historic sales trends, customer buying patterns etc. The correct inventory optimization solution has a huge impact on a company's top / bottom line.
Customer sentiment analysis: This is the ability to take the customer feedback to understand customer brand affinity and their purchasing patterns. It involves analyzing customer feedback through surveys, feedback, product reviews, market analysis etc. to understand their sentiment towards the product, brand, and company.
Supply chain analytics in retail: This refers to leveraging data and analytics to optimize various aspects related to procurement, production, distribution, and inventory management. Effective supply chain tracking helps retailers to reduce costs, optimize inventory, track supplier performance, and improve logistics.
One of the key value propositions of retail data solutions in Microsoft Fabric is to ensure that we provide the full Industry data model for retail as a core capability. This data model allows retailers to store all their retail data in a single place, combine it to generate valuable insights and easily enable cross application workflows.
", "Feature details": "Some of the key features and capabilities that we’re investing in will enable use case-based retail data manager deployment. This capability will provide the ability for customers to install only the data model for the use cases that are enabled on top of the retail data solutions in Microsoft Fabric.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "09/27/2024", "GA date":"01/12/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"70e37ad2-4d53-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Configure IDM extension with Sitecore OrderCloud connector", "Investment area": "Retail data solutions in Microsoft Fabric", "Business value": "The key feature of the current connector is to provide a plug and play medium to bring retailer’s data from OrderCloud into Fabric. While the existing tables from OrderCloud and their respective mapping within the industry data model can work for a good number of our customers, we do understand that there will also be a need to bring additional tables or custom tables from the existing database (in OrderCloud) and map it to standard tables within the industry data model within Fabric for addressing business requirements. An easier, supportive handling of new table addition and respective mapping at this stage can reduce the manual work involved to a significant extent.
With this feature, we aim to minimize manual work for retailers and facilitate easy and rapid adoption, enabling them to bring their data into Fabric quickly.
", "Feature details": "The feature will include a configurable approach toward adding new tables to the existing Sitecore OrderCloud connector within the retail data model. Retail data managers will be able to initiate the addition of tables through user-friendly forms and will get automated recommendations on the possible table mappings, which they can then choose and extend for their respective requirements, as required.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/01/2025", "GA date":"01/12/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"fa13d737-1cde-ee11-904c-00224827e528", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Enhance retail data solutions", "Investment area": "Retail data solutions in Microsoft Fabric", "Business value": "We are committed to elevatvating retail data solutions by aligning it with Microsoft Fabric. As Fabric undergoes rapid advancements, our focus is to integrate these new capabilities into retail data solutions. This approach ensures that our customers consistently experience the latest features and innovations within the broader Microsoft ecosystem.
Our goal is to provide retail data solutions that reflect the latest from Microsoft Fabric but also offer a unique and enriched value proposition, positioning it as a standout solution in the realm of retail data management.
", "Feature details": "Our goal is to empower customers with the capability to seamlessly refresh their instances of retail data solutions with the latest industry data model. This enhancement ensures that our customers continually benefit from the most up-to-date improvements across multiple capabilities built on top of retail data solutions. We are also focusing on refining the management of multiple data managers to provide a more streamlined and efficient experience.
In addition to staying current with the industry's latest data model, we are committed to adapting and integrating the newest capabilities from Fabric onto retail data solutions. This approach ensures that our customers not only have access to cutting-edge features but also enjoy a more synchronized and integrated experience across the entire platform.
By facilitating these updates and improvements, our aim is to empower our customers to maintain a state-of-the-art and seamlessly managed environment, providing them with the tools they need to thrive in an ever-evolving retail landscape.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/01/2024", "GA date":"01/12/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"eea5c634-4e53-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "1723e8fc-6cec-e911-a812-000d3a4f1ebb", "Product name": "Microsoft Cloud for Retail", "Feature name": "Empower associates to compare products for customers", "Investment area": "Store Operations Agent", "Business value": "In today’s retail landscape, customer expectations are evolving rapidly. With a plethora of products available at retail stores, customers are overwhelmed with information and are looking for key points to help them make a buying decision. They look for meaningful interactions and expert advice throughout their shopping journey in physical stores. When customers want to know more about a product or compare two products in the same category, they reach out to store associates. Therefore, it's valuable for store associates to have access to product information and be able to help customers with the data points they are looking for.
This feature would enable store associates to interact with store operations agent using natural language inside Microsoft Teams. Store associates can ask the agent to compare products and highlight key aspects of the products, so they can easily assist the customers in their shopping decisions.
", "Feature details": "This feature in Store Operations agent uses Generative AI to empower retail associates in delivering exceptional customer service within physical stores. By leveraging connectors available in Copilot Studio, it seamlessly connects to data sources to fetch comprehensive product information.
Key highlights:
Retail is a fast-paced environment. Store associates are trusted with managing store operations and also providing exception customer service. Among other queries, customers visiting retail stores interact with store associates to know about product availability and order status. At this time, they expect store associates to provide them with this information swiftly, so they can make an informed decision.
Typically, this product and order information is stored in an ERP system which retailers use, and in most cases, SAP forms the ERP backbone. Hence, it makes sense to enable the store associates to fetch inventory and order details from SAP without having to abandon the customer and go either to the POS terminal or the backroom to get this information. Customers are looking for information instantly. With this feature, store associates would be able to search for inventory and order status by interacting with Store Operations Agent through natural language and assist customers with their queries.
", "Feature details": "This feature leverages Generative AI to empower retail associates in delivering exceptional customer service within physical stores. By utilizing the Copilot Studio plugin architecture and SAP connectors available in Power Platform, it ensures seamless access to inventory and order details.
Key highlights:
With Store Operations agent, retail frontline workers can now get answers to their queries on store policies, procedures, help documents, and more. They no longer need to wait for store managers to provide the answers, nor do they have to abandon customer conversations. While it's beneficial for store associates to get prompt responses, it's equally important for them to provide basic feedback on those responses. Feedback can include whether the response was helpful or not, was the information shared up-to-date or outdated, and overall, how users are finding the agent's assistance. This feedback allows Copilot Admins to review and update the knowledge sources so that store associates can provide better responses next time.
", "Feature details": "This feature in Store Operations agent leverages Copilot Studio capabilities to provide responses to user queries by accessing information from knowledge sources. It introduces a feedback mechanism to enhance user interaction and improve the quality of responses.
Key highlights:
Allocate sustainability data as needed across various subsets such as products, production lines, and organizational units. Gain visibility into your high-impact products or areas and prioritize where to focus your resources on improvements.
", "Feature details": "This feature allows you to visualize and track the relative impacts of your different offerings, such as products or brands, by enabling you to allocate your emissions as needed across your business. The new functionality allows you to allocate data at scale. With this feature, you can more flexibly define how you want to allocate your organization's emissions. You can view the allocated emissions in Power BI and Excel reports.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"0d8fcbe9-5774-ee11-9ae7-00224827e8f9", "GeographicAreasDetails":"", "Last Gitcommit date":"06/13/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Compare your sustainability progress with Copilot", "Investment area": "Analyze ESG performance against goals", "Business value": "Sustainability practitioners and chief sustainability officers (CSOs) will gain a better understanding of how your company compares to others in your industry. Discover what other companies are doing to accelerate their progress, how those initiatives are succeeding, and how their efforts are impacting their metrics.
", "Feature details": "With the Sustainability Insights Copilot template, you will help sustainability practitioners and CSOs quickly assess how they compare to other companies in their industry. They can identify actions their competitors are taking and determine how those actions affect progress. They can use these learnings to build out new sustainability programs and initiatives.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"827c0cef-13ee-ee11-a204-002248255405", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Calculate product carbon footprints", "Investment area": "Calculate sustainability footprint", "Business value": "Achieve greater alignment and efficiency by unifying your corporate emissions calculations with product footprint assessments. This integration streamlines data management, providing a holistic view of your environmental impact across both operational and product-level activities. It helps you make informed sustainability decisions and meet regulatory requirements more effectively.
", "Feature details": "You can calculate the carbon footprint of your products by using bills of materials, emissions factors, associated emissions, and allocated emissions in Sustainability Manager. This feature allows you to compute product footprints, providing a comprehensive view of your products environmental impact. A key capability includes the Product footprint calculation. You can use your activity and emissions data within Microsoft Sustainability Manager to calculate the carbon footprint of your products. The calculation supports: -Bill of materials (BOM): Use the materials that make up a product to assess your individual and collective carbon impacts. -Emissions factors: Apply specific emissions factors to materials and activities to determine accurate carbon output. -Associated and allocated emissions: Include relevant emissions tied to the product, from production to distribution, to ensure a holistic footprint analysis. -Cradle-to-grave assessment: Calculate the total carbon footprint of a product from raw material extraction to end-of-life disposal, capturing the entire lifecycle impact.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "08/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"673ffd0b-8977-ef11-a670-7c1e524913e3", "GeographicAreasDetails":"", "Last Gitcommit date":"05/28/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Manage ESG metric definitions", "Investment area": "Calculate sustainability footprint", "Business value": "Easily select, understand, and compute relevant environmental, social, and governance (ESG) metrics. Customizable and extensible ESG metrics in Sustainability solutions in Microsoft Fabric help you with more informed decision-making, driving better business outcomes.
", "Feature details": "With this feature in sustainability data solutions in Microsoft Fabric, you can:
This Copilot Studio template aligns the carbon fee you set with the EU’s Carbon Border Adjustment Mechanism (CBAM), which is currently in a transitional phase and expected to be fully in effect in January 2026. The goal of CBAM is to ensure that carbon pricing is factored into imported goods. These goods might be produced with less stringent emissions standards and can otherwise compete unfairly with EU goods that have carbon costs already built in. This feature helps you to support the EU's climate objectives, maintain competitiveness, and avoid potential regulatory penalties.
", "Feature details": "When you set a carbon fee, you can align it with the EU’s CBAM. The CBAM objective is to put a fair price on carbon-intensive goods imported into the EU to help ensure that the carbon prices of imports and domestic products align. This template helps you to confirm that a price is paid for the embedded carbon emissions of imported goods.
You can deploy the EU CBAM Estimator template from App Source or Power Catalog for use within Copilot Studio.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/06/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"5ad12cb1-64df-ee11-904d-000d3a574bff", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Calculate insurance emissions", "Investment area": "Calculate sustainability footprint", "Business value": "This feature simplifies the process of measuring and managing emissions from insurance activities. It aligns operations with green goals, demonstrating environmental commitment. Moreover, it ensures easy compliance with emissions reporting rules, reducing reputational risks. Developed with precision to meet Partnership for Carbon Accounting Financials (PCAF) standards, it offers structured methods for emissions calculation across commercial and motor lines, ensuring accuracy and comparability in disclosures. To make emissions calculation hassle-free, it includes pre-made models and templates, saving time and enabling seamless tracking and reporting of insurance-related emissions.
", "Feature details": "Simplify emissions measurement and management for insurance activities with our latest feature: Calculate scope 3 category 15: Investments - insurance-based emissions. Align with sustainability goals, ensure compliance, and reduce reputational risks effortlessly. Developed to meet PCAF standards, this feature offers structured calculation methods for commercial and motor lines, enhancing accuracy and comparability in disclosures. Pre-made models and templates streamline emissions calculations for transparency and easy reporting.
This feature provides comprehensive tracking and reporting of emissions associated with insurance activities. It utilizes the PCAF methodology to accurately measure emissions across the insurance value chain, considering factors such as underwriting, claims, and investment portfolios. By implementing this feature, you can gain better visibility into your indirect emissions from insurance-related activities. This feature helps you identify emission hotspots and enables targeted emission reduction strategies. It helps you meet sustainability goals, comply with reporting requirements, and enhance transparency by providing a standardized approach to quantifying and managing insurance-based emissions.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"6f6a7990-4757-ee11-be6f-002248255405", "GeographicAreasDetails":"", "Last Gitcommit date":"08/26/2024" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Comprehensively manage your energy portfolio", "Investment area": "Calculate sustainability footprint", "Business value": "Understand your organization's energy profile across its lifecycle. Define your impact from energy generation, quantify your renewable energy portfolio, and make business decisions to streamline energy management for your portfolio.
", "Feature details": "Sustainability Manager helps you to comprehensively manage your organization's energy portfolio and focus specifically on energy-related metrics without conflating them with carbon-related data.
The Microsoft Cloud for Sustainability energy data model lets you import energy data into Sustainability Manager so you can report on all components of the energy lifecycle from generation to end use. Sustainability Manager provides a holistic representation of your organization's energy landscape separate from carbon data.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "04/15/2024", "GA date":"03/28/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"3736f676-f7cc-ee11-9079-00224827e8f9", "GeographicAreasDetails":"", "Last Gitcommit date":"10/17/2024" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Disclose, analyze, and manage ESG data", "Investment area": "Calculate sustainability footprint", "Business value": "Unify your environmental, social, and governance (ESG) data with sustainability data solutions in Microsoft Fabric. Prepare for sustainability, disclosures, analytics, and decision-making. This integrated approach helps you to drive sustainability initiatives, improve regulatory compliance, and meet your overall sustainability goals.
", "Feature details": "With sustainability data solutions in Microsoft Fabric, you can ingest, harmonize, and process ESG data from disparate sources. Specific sustainability scenarios include ESG metrics computation, Azure emissions reporting, and environmental analytics.
The capabilities include:
With the ability to load Defra 2024 factors in Microsoft Sustainability Manager, you can track and report greenhouse gas emissions and energy consumption in compliance with multiple compliance regulations. This feature simplifies the process of calculating and reporting emissions for different regulations, and it supports businesses in their efforts to reduce their environmental impact and align with sustainability goals.
", "Feature details": "The Department for Environment, Food, and Rural Affairs (Defra) regularly updates emissions for use by UK and international organizations. You can download the latest 2024 Defra conversion factors to calculate greenhouse gas (GHG) emissions from a range of activities, including energy use, water consumption, waste disposal, and recycling/transport activities.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"11/30/2024", "Public Preview Release Wave":"", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"d1f7b196-fd5f-ef11-bfe3-002248307cf6", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Load the 2024 NEEFE factors update", "Investment area": "Calculate sustainability footprint", "Business value": "With the ability to load the 2024 National and European Emission Factors for Electricity (NEEFE) factors update in Microsoft Sustainability Manager, you can track and report greenhouse gas emissions using both the greenhouse gas (GHG) emissions using the activity-based approach of the Intergovernmental Panel on Climate Change (IPCC) and the lifecycle (LC) approach.
", "Feature details": "With Sustainability Manager, you can effortlessly import emission factors from various authoritative sources, including the NEEFE. Sustainability Manager incorporates the 2024 NEEFE update to allow organizations and individuals to calculate greenhouse gas emissions using the activity-based IPCC and LC approaches.
The NEEFE factors are essential components for calculating and managing the environmental impact of electricity consumption within the European Union. They provide a standardized set of emission factors that can be used for obligatory reporting and risk assessment for financial institutions, as well as for calculating product carbon footprints (PCFs) and other environmental metrics.
The NEEFE factors library package will be available as an optional component when deploying Microsoft Sustainability Manager from the Solution Center. If you already have Microsoft Sustainability Manager installed, you can redeploy it from the Solution Center, selecting the NEEFE factors library package to load the factors into your existing solution.
For information about using emission factor sets, go to Configure emission factors.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "", "GA date":"01/28/2025", "Public Preview Release Wave":"", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"b09103db-779c-ef11-8a69-6045bdee844e", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Import energy data to accurately define energy profiles", "Investment area": "Data integration and calculations", "Business value": "Make data-driven decisions in Microsoft Sustainability Manager to optimize energy usage, reduce costs, and minimize environmental impact. Gain a holistic perspective of your organization's energy footprint, enabling seamless integration of data from various sources like utility bills, metering systems, and energy contracts, such as power purchase agreements (PPAs) and renewable energy certificates.
", "Feature details": "Facilitate comprehensive energy data ingestion in Sustainability Manager for all energy components, covering generation, procurement, renewable sources, and consumption.
Capabilities include:
This feature addresses one of the greatest challenges in sustainability reporting: data collection from disparate sources. Collect and organize your data into Microsoft Sustainability Manager from disparate sources and with different file formats. You can manage data collection throughout the entire process, enhancing the quality and reliability of your sustainability data.
", "Feature details": "Sustainability data is available across many parts of your organization. This feature allows sustainability practitioners to manage a collection of data from different responsible parties in your organization and manage the status of the request regularly until the data is finally integrated into Sustainability Manager.
With this feature, you can collect data from disparate sources and in different file formats and store it temporarily in a quarantined state until approval into Sustainability Manager. Data is requested, submitted, and undergoes verification resulting from multiple roundtrips of request-inspection-correction and resubmittal passes.
Data collection management includes:
This feature aligns the carbon fee you set with the EU’s Carbon Border Adjustment Mechanism (CBAM), which is currently in a transitional phase and expected to be fully in effect in January 2026. The goal of CBAM is to ensure that carbon pricing is factored into imported goods. These goods might be produced with less stringent emissions standards and can otherwise compete unfairly with EU goods that have carbon costs already built in. This feature helps you to support the EU's climate objectives, maintain competitiveness, and avoid potential regulatory penalties.
", "Feature details": "This feature aligns with CBAM, which has an objective to put a fair price on carbon intensive goods imported into the EU to help ensure that the carbon prices of imports and domestic products align. Using Copilot, this feature takes data provided by you or through Microsoft Sustainability Manager to estimate the carbon fee associated with importing goods into the EU. This feature helps your organizations plan for the budget required for these tariffs.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "01/06/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"f1207aff-f066-ef11-bfe2-6045bdfe9661", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Connect and view ESG analytics from other sources", "Investment area": "Invest in ESG innovation", "Business value": "Use the ingestion capabilities of Sustainability data solutions in Fabric to efficiently bring in high-quality data at scale from outside sources. Lower the effort required to configure data ingestion for proprietary formats from popular enterprise systems. Reduce errors when mapping data between external applications and the analytical schema in Sustainability data solutions in Microsoft Fabric.
", "Feature details": "As a sustainability data engineer, you can use prebuilt connectors to easily ingest and standardize environmental, social, and governance (ESG) data from outside sources in Sustainability data solutions in Fabric. Manage and analyze ESG data effectively, ensuring that high-quality data is available in Sustainability data solutions in Fabric for future use.
The prebuilt connectors include:
Use these connectors to select a list of tables from source systems and transform them into corresponding target tables in the ESG data model with notebooks in Sustainability data solutions in Fabric.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"06/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"23056352-1c67-ef11-bfe2-7c1e521b5bff", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Streamline ESG data collection with approvals", "Investment area": "Provide data governance", "Business value": "Data collection enables sustainability practitioners to efficiently obtain information from multiple stakeholders across the organization. By creating data plans or requests and consistently monitoring their progress, this capability ensures smooth integration of collected data into Sustainability Manager. This optimized approach enhances data accuracy, minimizes manual tasks, and boosts overall efficiency in ESG reporting.
", "Feature details": "Sustainability practitioners often face challenges when collecting ESG data from diverse sources, including databases and physical documents. Structured data can typically be integrated through data connectors; however, unstructured data frequently requires manual entry, a common practice in many organizations. In large companies, coordinating data collection efforts among numerous employees can be particularly difficult, especially if employees are unaware of the purpose or deadlines involved. This manual process is inefficient and time-consuming, underscoring the need for automated data collection workflows.
The data collection feature in Sustainability Manager helps practitioners efficiently gather data from various responsible parties within the organization. Practitioners can create data plans or requests and regularly track their status until the data is successfully integrated into Sustainability Manager. Recent enhancements, such as a multi-level approval mechanism, ensure improved data quality and accuracy. Additionally, a conversational agent simplifies the process for data owners to submit requested information. Practitioners can now also collect social and governance data alongside environmental data. These enhancements are automatically available in both the Essentials and Premium SKUs.
", "Enabled for": "Users, automatically", "Early access date": "", "Public preview date": "09/28/2025", "GA date":"", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"", "Release Plan ID":"6a636e8a-031b-f011-9989-000d3a8ea979", "GeographicAreasDetails":"", "Last Gitcommit date":"05/28/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Improve data accuracy and completeness", "Investment area": "Provide data governance", "Business value": "Enhancements to data approval management in Microsoft Sustainability Manager provide additional capabilities to review, validate, and approve data. These capabilities ensure the accuracy and completeness of reported sustainability performance.
", "Feature details": "The data approval management feature provides a streamlined user experience with new capabilities. This streamlined experience provides a collection of enhancements, including:
The Microsoft Cloud for Sustainability social and governance data model provides all the components you need for comprehensive ESG insights, enhancing decision-making, and supporting sustainable investment choices. These data model components provide a more complete snapshot of your company’s performance to support more sustainable investment decisions and help identify, analyze, prioritize, and guide decisions on various business risks. They also provide additional social and governance-related aspects that are critical to defining how your company operates, factoring in the planet and people.
", "Feature details": "You can get the Cloud for Sustainability social and governance data model in the Microsoft Cloud Solution Center. The social and governance tables/entities in this data model help you with:
External reporting enables your organization to collaboratively create voluntary and regulatory disclosure reports across a range of standards and frameworks. Approval and audit workflows help your organization ensure compliance and data accuracy.
With flexible collaboration and approval workflows plus the ability to organize and reuse disclosure data, external reporting reduces complexity, enhances efficiency, and provides greater transparency for ESG reporting.
", "Feature details": "ESG disclosure reporting can be a complex and challenging process for sustainability practitioners who need to report against numerous voluntary and regulatory reporting frameworks. Because these reports aren't standardized, it's difficult to know which metrics to report and how to structure disclosures. External reporting in Microsoft Sustainability Manager addresses these challenges by providing templates based on various ESG standards or frameworks. It helps you with the creation, completion, and approval of comprehensive reports across both quantitative and qualitative metrics.
Microsoft Sustainability Manager includes standard and framework reporting templates for:
In addition, external reporting provides:
Report your organization's emissions in Microsoft Sustainability Manager using different calculations to meet the requirements of multiple regulatory standards. Produce parallel reports from the same original activities to satisfy multiple standards.
", "Feature details": "This capability helps you meet requirements from regulatory agencies that might have different regional or reporting standards variations.
To accomplish these goals, this feature provides these capabilities:
Data engineers and analysts can view prebuilt ESG metric definitions, select and compute metrics with ease, and store the results in a table for various downstream scenarios like visualization, reporting, or integration with ISVs. It also lets you add custom metrics or modify prebuilt ones, giving you the flexibility to address specific needs, such as country-specific sustainability reporting.
", "Feature details": "This feature helps you to:
Discover prebuilt metric definitions and their use.
Select, compute and store metrics' output using prebuilt pipelines and notebooks.
Create custom metric definitions using prebuilt utility functions.
Perform roll-ups across an organizational hierarchy and unit conversions on the data using prebuilt utility functions.
Visualize prebuilt metric output with the Power BI dashboard.
Solving sustainability analytics needs requires a customization approach since many organizations have unique requirements related to content and layout. Organizations need the ability to create customized versions of the built-in insight pages across emissions, water, and waste. Analytical reporting extensibility in Microsoft Sustainability Manager empowers you to create a customized dashboard. Because the standard built-in insight pages are used as a baseline, there are significant cost and time savings in building a customized dashboard. The customized dashboard enables you to highlight content that's most important to you, supporting faster analysis and decision-making.
", "Feature details": "If you have a full access role in Sustainability Manager, you can copy any Emission, Water, or Waste dashboard. Sustainability Manager creates a copy of the built-in analytics report page, where you can:
After you custom tailor the analytical pages to your organizational requirements, simply save your changes, and the new dashboard is available to your users by default. You and your users can switch between the customized and standard dashboard with a new toggle.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "05/07/2024", "GA date":"10/15/2024", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2024 release wave 2", "Release Plan ID":"c63e6b61-db1d-ef11-840a-7c1e520a1a86", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "5cc1f506-78bd-eb11-8236-000d3a100d4b", "Product name": "Microsoft Cloud for Sustainability", "Feature name": "Increase CSRD coverage with added metric definitions", "Investment area": "Reporting, disclosure, and automated insights", "Business value": "Use prebuilt metric definitions in Sustainability Data Solutions in Microsoft Fabric to compute CSRD quantitative metrics for downstream scenarios like environmental, social, and governance (ESG) reporting, audits, and visualizations. Reduce your time and costs for complying with disclosure standards.
", "Feature details": "This feature increases coverage of prebuilt ESG metrics in Sustainability data solutions in Fabric to cover all the remaining quantitative CSRD disclosure data points across European Sustainability Reporting Standards (ESRS):
Sustainability data solutions in Fabric also maps the prebuilt metrics to the corresponding Global Reporting Initiative (GRI) disclosure data point where there’s an overlap between CSRD and GRI disclosures. With this feature, you can:
Deploy the ESG data estate capability updates to view the updated metrics library definitions and updated notebooks for generating required aggregate tables.
Use the existing pipelines and functions for generating aggregate and metric tables. After the metrics compute, you can visualize your data with a prebuilt dashboard.
Your organization faces a diverse and growing set of regulatory and voluntary frameworks, directives, and standards in addition to your own disclosure requirements. It's challenging to synthesize large amounts of data across your organization into a comprehensive response. Moreover, the continuous updating of environmental, social, and governance (ESG) regulations and guidelines require significant volumes of data to be processed and reported in multiple formats on an on-going basis. Copilot in external reporting (preview) helps you find ESG facts from your source documents and accelerates your ability to draft disclosure requirements.
", "Feature details": "Copilot in Sustainability Manager (preview) uses a large language model (LLM) to help you write qualitative and quantitative responses to fulfill ESG disclosure requirements. You can upload documentation and draft responses with references for various requirements across:
Copilot saves you time and effort by finding the relevant data from your documents and suggesting how to write facts that meet the disclosure requirements. You can review and edit the facts before adding them to your reports.
Copilot in Sustainability Manager (preview) is enabled by admins in external reporting in Sustainability Manager. You can learn more about Project ESG Reporting (preview), including a discussion about facts, concepts, and other terms at Overview of Project ESG Reporting (preview), plus an in depth tutorial at [Tutorial: Overview of Project ESG Reporting (preview)](/industry/sustainability/project-esg-reporting tutorial-overview).
Learn more about Copilot in Sustainability Manager at Overview of Copilot in Microsoft Sustainability Manager.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "01/10/2025", "GA date":"", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"48f94782-dcb0-ef11-b8e8-7c1e5201a4a6", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "4cec6514-c13d-ed11-9db0-00224827e905", "Product name": "Microsoft Cloud for Sovereignty", "Feature name": "Use Citizen Services Agent in Copilot Studio", "Investment area": "Sovereign guardrails and guidance", "Business value": "Navigating government services and information can be complex for citizens and can hinder their ability to access the services they need. An AI agent can significantly aid citizens in accessing this critical information and help facilitate public engagement.
", "Feature details": "Many public sector organizations make information about the services they provide available to their citizens. A citizen service agent can assist in finding relevant answers quickly with references to the sources, helping citizens find a specific government service, and guiding them on the next steps.
With this feature, Public Sector customers will be able quickly build their custom AI agent using their publicly available information to assist their citizens in finding answers and relevant sources. A public sector organization can get started with the Citizen Services agent in Copilot Studio as a starting point and easily configure and tailor it to their needs.
![\"Citizen](\"media/citizenservicesagent.png\" "\\"Citizen")
The agent is preconfigured with these capabilities:
For demonstration purposes, the agent comes preconfigured with publicly available websites as a knowledge source and API. Customers can customize this agent's topics and knowledge for their own needs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "11/20/2024", "GA date":"04/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"3285afc5-0280-ef11-ac21-6045bda9b044", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "4cec6514-c13d-ed11-9db0-00224827e905", "Product name": "Microsoft Cloud for Sovereignty", "Feature name": "Use new Azure policy initiatives", "Investment area": "Compliance and transparency", "Business value": "Microsoft Cloud for Sovereignty policy portfolio, which expands on the Azure built-in policy initiatives, aids in customizing deployments to align with specific customer policy frameworks. These initiatives can reduce the time needed to audit environments and help meet established regulatory compliance frameworks and government requirements.
", "Feature details": "Microsoft Cloud for Sovereignty includes several policy initiatives to help public sector customers meet established regulatory frameworks. We're thrilled to announce the latest additions to Microsoft Cloud for Sovereignty policy portfolio. These updates will come throughout the upcoming release cycle as available.
In our continuous commitment to enhancing user experience, we're introducing the NIS2 policy initiative to help address various strategies for regions around the world. All the policy initiatives are available in our policy portfolio public GitHub as well as through Azure Policy as Built-In initiatives. This makes it easy to find and apply them to your Azure environments. These additions will further strengthen security and compliance measures for users operating in regions where these frameworks are important.
Furthermore, we're excited to begin working on supporting other regulated industries, starting with financial services. We are introducing the first baseline initiative to support our finance customers in their compliance goals. The baseline doesn't align with a specific framework but aims to provide a foundation for enhanced security.
We will also continue our collaboration with NATO on an Azure policy initiative for NATO's D32 directive on the protection of information in public cloud and expand our work into the NATO Restricted directive. This collaboration aims to review and validate the compliance of current cloud deployments with the D32 and enable continuous assurance. This extension underscores our commitment to supporting NATO's diverse security requirements and ensuring compliance across all levels of classification for the protected business network in a public cloud.
We continue to engage with our customers and build out these initiatives to help support a variety of use cases and compliance needs. These efforts aim to provide users with comprehensive compliance solutions tailored to diverse regulatory landscapes.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/29/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"a7f7014f-9ee1-ee11-904d-00224827e012", "GeographicAreasDetails":"", "Last Gitcommit date":"04/28/2025" }, { "ProductId": "4cec6514-c13d-ed11-9db0-00224827e905", "Product name": "Microsoft Cloud for Sovereignty", "Feature name": "Use Terraform to manage Sovereign Landing Zones", "Investment area": "Sovereign guardrails", "Business value": "The Sovereign Landing Zone (SLZ) helps organizations with advanced sovereignty needs meet their regulatory compliance requirements through Terraform, the industry-standard multi-cloud tool for Infrastructure-as-Code (IaC) and Policy-as-Code (PaC) capabilities. Customers can now use Terraform to configure and deploy their landing zones and enforce compliance.
", "Feature details": "What’s New: In this release, the Sovereign Landing Zone (SLZ) can now be deployed using both Terraform and Bicep. The Terraform version of the SLZ has the same structure, functionality, and configurability as the Bicep version. It also provides the same compliance posture over the resources deployed.
Key highlights:
This update ensures a seamless and flexible deployment experience while maintaining the highest standards of compliance and support, thereby enabling organizations with existing Terraform expertise fully leverage these investments to address their sovereignty needs.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "10/29/2024", "GA date":"09/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"", "Release Plan ID":"1483ddb7-8d17-ef11-9f89-7c1e521a2d6f", "GeographicAreasDetails":"", "Last Gitcommit date":"04/28/2025" }, { "ProductId": "4cec6514-c13d-ed11-9db0-00224827e905", "Product name": "Microsoft Cloud for Sovereignty", "Feature name": "Deploy RAG AI securely with Information Assistant", "Investment area": "Sovereign guardrails and guidance", "Business value": "Agent templates will help public sector and regulated industry customers rapidly take advantage of the latest AI innovations in the public Azure cloud.
", "Feature details": "The Information Assistant agent template provides a starting point for organizations to build their own custom generative AI capability to extend the power of Azure OpenAI to organizational users and their private domain data. The agent template is a combination of code, documentation, and educational resources provided at no charge to customers and partners that can help accelerate time to value.
The next release will continue the evolution of Information Assistant secure mode, with improvements to document processing based on Azure AI Search pipelines to harness the growing features of Azure AI Search, and accessibility improvements.
", "Enabled for": "Admins, makers, marketers, or analysts, automatically", "Early access date": "", "Public preview date": "03/28/2025", "GA date":"07/28/2025", "Public Preview Release Wave":"2024 release wave 2", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"5b0e62b0-79ec-ee11-a204-000d3a4e5de0", "GeographicAreasDetails":"", "Last Gitcommit date":"04/09/2025" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Enable agriculture LLM plugin", "Investment area": "Analytics and AI", "Business value": "By harnessing the power of Azure OpenAI service, we’re enabling large language model (LLM) capability for agriculture that offers valuable insights to customers that are based on satellite, weather, sensor, farm equipment and hierarchical data in customers instance of Azure Data Manager for Agriculture (ADMA). This presents an effortless way for customers and partners to query and get insights from agronomic data in natural language.
", "Feature details": "The integration of artificial intelligence (AI) and machine learning (ML) in various industries has brought transformative changes, enabling increased efficiency and productivity. One such domain that can benefit from AI is agriculture. By harnessing the power of Azure OpenAI service, we can create an LLM plugin for agriculture, offering farming context, valuable insights, and recommendations to customers in natural language. Our challenge is using data ingested and organized in ADMA to present an agronomy context for an area of interest for our customers. Our B2B customers can take the context from ADMA, add their own knowledge base, and get summaries, insights, and answers to their data questions through ADMA LLM plugin using natural language.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/28/2023", "GA date":"03/28/2024", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"801705e7-fa2b-ee11-bdf4-00224827e905", "GeographicAreasDetails":"", "Last Gitcommit date":"10/09/2023" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Gain insights from ADMA with Copilot in Agriculture", "Investment area": "Copilot template for Digital Agriculture", "Business value": "By harnessing the power of Microsoft Fabric copilots, we’re enabling an LLM capability for agriculture that offers valuable insights to customers that are based on satellite, weather, sensor, farm equipment and hierarchical data in customers instance of Azure Data Manager for Agriculture (ADMA). This presents an effortless way for customers and partners to query and get insights from agronomic data in natural language.
", "Feature details": "The integration of artificial intelligence (AI) and machine learning (ML) in various industries has brought transformative changes, enabling increased efficiency and productivity. One such domain that can benefit from AI is agriculture. By harnessing the power of Microsoft Fabric copilots, we can create an LLM plugin for agriculture, offering farming context, valuable insights, and recommendations to customers in natural language. Using data ingested and organized in ADMA we will provide agronomy context for an area of interest for our customers. Our B2B customers can take the context from ADMA, add their own knowledge base, and get summaries, insights, and answers to their data questions through ADMA LLM plugin using copilots in Microsoft Fabric.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "06/28/2024", "GA date":"09/28/2024", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"dab1ca65-5153-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"05/23/2024" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Explore ADMA curated data in Fabric", "Investment area": "Copilot template for digital agriculture", "Business value": "Today’s data analytics landscapes often involve various tools and platforms, each with unique capabilities. The ability to smoothly integrate these tools with structured and managed Azure Data Manager for Agriculture (ADMA) data is vital in harnessing the full power of ADMA as a common data manager. This feature provides a seamless interface for native Azure and Microsoft Fabric analytics tooling, like Synapse, ADF, AML, Azure AI, and third-party analytics tools to query, filter, retrieve, and write data back to ADMA. By enabling these integrations, we simplify data access, enhance interoperability, and foster a more dynamic, versatile analytics environment.
", "Feature details": "Integration interface with Azure and Microsoft Fabric analytics tooling: This feature enhances ADMA’s compatibility with native Azure and Fabric analytics tooling, facilitating easy access to structured data collections within these environments. Users can seamlessly retrieve and interact with data using Power BI and Microsoft Fabric.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "11/28/2024", "GA date":"03/28/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"098a3c36-5153-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Use Microsoft connector with CNHi", "Investment area": "Data Ingestion", "Business value": "CNHi is the second largest OEM by market share of large acre row crops in the US and Europe and represents a significant managed fleet with their FMIS. Through direct integration with CNHi, we provide a straightforward path to retrieving both historic and up-to-date activity files. from which further aggregated insights can be derived.
", "Feature details": "The FieldView connector consists of the CNHi connector, which is the first demo connector to be built using the decoupled ADF connector pattern. This connector is intended to be used as a template to guide partners and citizen developers to help scale out the Azure Data Manager for Agriculture (ADMA) connector catalogue.
The ADF data ingestion-based model shifts power to the users by allowing for scalability, increased autonomy, and diversity in data source integrations. ADMA’s previous architecture had connectors embedded in the ADMA service, limiting the potential for scalability given the increasing number of unique connectors required in the digital agriculture space. Now, with this new model, we empower partners, providers, and citizen developers to create and publish their own connector logic using Azure Data Factory. This model not only adds to the value proposition of ADMA, but also substantially reduces the build and maintenance burden on the product team, enabling a more scalable and efficient system.
", "Feature details": "The Microsoft Fabric Data Factory data ingestion-based model shifts power to the users by allowing for scalability, increased autonomy, and diversity in data source integrations. Azure Data Manager for Agriculture's (ADMA) previous architecture had connectors embedded in the service, limiting the potential for scalability given the increasing number of unique connectors required in the digital agriculture space.
", "Feature details": "Azure Data Manager for Agriculture is adapting the data ingestion capabilities to enhancements made available within Microsoft Fabric Data Factory. With this new model, we empower partners, providers, and citizen developers to create and publish their connector logic using Azure Data Factory. This model not only adds to the value proposition of ADMA but also substantially reduces the build and maintenance burden on the product team, enabling a more scalable and efficient system.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "08/28/2024", "GA date":"03/28/2025", "Public Preview Release Wave":"2025 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"d563c585-5053-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"08/16/2024" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Standardize data content in Common Data Model", "Investment area": "Data interoperability in Agriculture data solutions", "Business value": "As technology makes stronger inroads into the agriculture industry, we see the emergence of domain experts. These experts specialize in niche skills, like managing disease risk, forecasting yield, and taking a call on an application window for a crop in a specific field. The need to transfer meaning from the grower to these service providers is important. For example, a grower may be referring to corn as maize, thus impacting the ability of the domain expert to run models in a situation where the name is broken.
The transfer of meaning (interoperability) across different parties serving the same field is important. The categories where this importance is heightened are names for seeds, crops, chemicals, and equipment. These categories are where a partner or trusted advisor is used by the farmer. For example, an agriculture retailer for seed hybrid, a trusted applicator, and data science-based insight provider.
", "Feature details": "Reference data sets serve as standardized, high-quality sources of information that can be used to validate crops, seeds, chemicals, and farm equipment related details and enable interoperability between the grower and service providers. This feature enables customers to use their own reference data sets or use reference data sets published by ISVs via the Azure marketplace. ISV partners can also use this feature to publish their reference data sets for Azure Data Manager for Agriculture (ADMA) customers and monetize via the Azure marketplace.
", "Enabled for": "Users by admins, makers, or analysts", "Early access date": "", "Public preview date": "07/01/2024", "GA date":"06/28/2025", "Public Preview Release Wave":"2024 release wave 1", "GA Release Wave":"2025 release wave 1", "Release Plan ID":"be319df9-5053-ee11-be6f-000d3a4e9eae", "GeographicAreasDetails":"", "Last Gitcommit date":"10/10/2024" }, { "ProductId": "588c3913-3cbe-ed11-83ff-00224827ed84", "Product name": "Azure Data Manager for Agriculture", "Feature name": "Create data standardization", "Investment area": "Data Interoperability", "Business value": "The AgriTech sector is characterized by a myriad of data providers, each following their own methodologies and standards. This fragmentation often presents challenges when attempting to make cross-provider comparisons or aggregations. Consider the instance where multiple brands and models are used in a single farm. As each provider has a unique method for calculating wet yield, along with a unique file format and structure in which the data is delivered, direct comparisons and aggregate calculations become questionable due to inconsistency in how the input values were generated, presented, and in processing multiple file types. Our new feature aims to overcome these challenges with a consistent, user-friendly query experience across diverse data sources. It offers a transformation and harmonization path within the Extensible Data Connector, alongside provisions in the Azure Data Manager for Agriculture (ADMA) model for a standardized format and shape as a silver store collection that does not in any way interfere with or modify the bronze store.
", "Feature details": "Our new feature aims to overcome these challenges with a consistent, user-friendly query experience across diverse data sources. It offers a transformation and harmonization path within the Extensible Data Connector, alongside provisions in the ADMA model for a standardized format and shape as a silver store collection that does not in any way interfere with or modify the bronze store.