Features included in release plans: 106

Dynamics 365 Contact Center 2025 release wave 2

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Features included in release plans: 106
Planned
Upcoming features included in release plans: 29
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Features released to market: 78
Change history
Change log of active waves
Archived
Features released on or before: Mar 31, 2024

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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
Users

    Change history
    Timelines:
    Early Access: ---
    Public preview: ---
    General availability: Oct 1, 2024
    Last updated: Aug 07, 2025

    Included in:
    2024 release wave 2

    Enabled for:
    Users by admins, makers, or analysts

    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.

    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:

    • Experience profiles that allow custom and default primary languages for incoming new messages.
    • Configuration settings at the channel level rather than global, so each channel can have its own language settings.
    • An out-of-the-box web resource that gives representatives a default real-time translation for their conversations from Microsoft.

    New open configurations enable translation during conversations. Representatives can:

    • Turn the service on or off for each conversation.
    • Manually change the language for sending and receiving messages.
    • Hide or view the original and translated versions of each text message separately to avoid confusion.
    • Retry translations if there are issues.

    Enabled for:

    Users by admins, makers, or analysts
    Users
      Note:
      • The author created this article with assistance from AI. Learn more

      Change history
      Timelines:
      Early Access: ---
      Public preview: Oct 2025
      General availability: Oct 2025
      Last updated: Aug 07, 2025

      Included in:
      2025 release wave 2

      Enabled for:
      Users by admins, makers, or analysts

      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:

      • Increase automation: Reduce the need for human intervention in intent promotion.
      • Improve accuracy and trust: Make sure that only high-confidence, low-risk intents are promoted automatically by using robust validation mechanisms to prevent erroneous promotions.
      • Enhance administrator control and flexibility: Allow administrators to configure self-promotion settings at various levels and provide override mechanisms.

      Enabled for:

      Users by admins, makers, or analysts
      This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
        Note:
        • The author created this article with assistance from AI. Learn more

        Change history
        Timelines:
        Early Access: ---
        Public preview: Jul 2025
        General availability: Oct 2025
        Last updated: Aug 07, 2025

        Included in:
        2025 release wave 2
        2025 release wave 1

        Enabled for:
        Users by admins, makers, or analysts

        Business Value

        By automating complex support interactions across voice, chat, and email, this feature cuts 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

        • Available in Dynamics 365 Contact Center. Customer Intent Agent is part of the autonomous service agents suite and uses a consumption-based billing model on top of your base license for Dynamics 365 Contact Center.
        • When the administrator turns on the feature in the Copilot Service admin center, Customer Intent Agent analyzes your existing support conversations and cases to automatically build an intent library.
        • After the agent discovers intents, you can create a Customer Intent Agent in Copilot Studio. It uses your intent library to ask follow‑up questions, provide knowledge articles, or take actions to resolve customer issues end to end.

        Enhancements

        • Intent discovery customization: Customize intent discovery by supplying sample utterances, specifying key entities, and defining inclusion criteria to make sure intents align with your business needs.
        • Hierarchical playbooks and orchestration: Tailor agent behavior for each intent by using natural language playbooks with no coding required. These playbooks support nested sub‑intents and conditional logic for complex workflows.
        • Expanded channel and escalation support: Support both digital and voice channels through Azure Communication Services. The agent automatically escalates to the Case Management Agent for structured email follow‑up when needed.
        • Action support via custom connectors: Run support actions, such as triggering refunds, updating order statuses, querying inventory systems, and automating non-Microsoft workflows through configurable connectors.
        • Quality and monitoring enhancements: Real‑time dashboards highlight KPI deviations and provide intent‑level metrics. These features enable targeted adjustments and continuous optimization of agent performance.

        Enabled for:

        Users by admins, makers, or analysts
        https://docs.microsoft.com/dynamics365/release-plan/2025wave1/service/dynamics365-contact-center
          Note:
          • The author created this article with assistance from AI. Learn more

          Change history
          Timelines:
          Early Access: ---
          Public preview: Jul 2025
          General availability: Oct 2025
          Last updated: Aug 07, 2025

          Included in:
          2025 release wave 2
          2025 release wave 1

          Enabled for:
          Users by admins, makers, or analysts

          Business Value

          This feature takes a customer-centric approach by using the intent determination process to understand and categorize customer needs. The intent groups more accurately represent the customers' reasons for contact, which leads to efficient assignment and potentially improves customer satisfaction. The user groups provide efficient management and operational agility, which helps balance service requests and support representatives' availability. Mapping user groups to intent groups streamlines the routing process, reduces complexity, and enables quicker resolution of customer issues.

          Feature Details

          • Intent determination: Use generative AI to recognize customer intent, a natural language description of customer problem, and intent groups—logical clusters of similar intents that represent the broad customer pain points and business expertise needed to address these pain points.
          • Customizable user groups mapped to intent groups: Manually curate user groups to create clusters of support representatives with similar capabilities and expertise. Decorate groups based on attributes such as language, region, and other business criteria. Administrators can map user groups to intent groups and configure certain matching conditions if required.
          • Intelligent assignment: Match customer inquiries to the most appropriate support representative in the user group based on real-time attributes like capacity and presence.
          • Integration and flexibility: Easily integrate with existing customer service platform and provide flexibility to adjust routing parameters, adapting to changing business needs and customer demands.
          • Supported channels: Live chat and persistent chat; case (Incident entity in record channel).

          Enabled for:

          Users by admins, makers, or analysts
            Note:
            • The author created this article with assistance from AI. Learn more

            Change history


            Merged this feature with the Customer Intent Agent feature 7/16/2025 12:00:00 AM
            Timelines:
            Early Access: ---
            Public preview: May 15, 2025
            General availability: ---
            Last updated: Aug 07, 2025

            Included in:
            2025 release wave 1

            Enabled for:
            Users by admins, makers, or analysts

            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

              Change history
              Timelines:
              Early Access: ---
              Public preview: Mar 28, 2025
              General availability: ---
              Last updated: Aug 07, 2025

              Included in:
              2024 release wave 2

              Enabled for:
              Users by admins, makers, or analysts

              Business Value

              This feature significantly reduces the time and effort needed to generate resolution notes. With Copilot-generated notes, support teams can ensure higher accuracy, faster resolution times, and improved productivity. This enhancement leads to greater customer satisfaction and optimizes resource allocation for handling incidents.

              Feature Details

              Support teams can use AI-guided assistance to generate resolution notes directly with Copilot that's embedded within their own CRM solution. Agents get AI-powered suggestions to resolve incidents effectively and enjoy the following benefits:

              • Save time: Automatically generated resolution notes reduce manual effort and eliminate repetitive tasks.
              • Enhance accuracy: Copilot ensures that vital details aren't missed when creating resolution notes.

              Copilot suggests resolution notes based on the incident context, helping capture the cause, impact, and resolution of the incident. The agent can select and edit these notes to finalize the resolution notes before submitting them.

              Enabled for:

              Users by admins, makers, or analysts
                Note:
                • The author created this article with assistance from AI. Learn more

                Change history


                Public preview date moved to Mar 2025 3/21/2025 12:00:00 AM
                Timelines:
                Early Access: ---
                Public preview: Mar 28, 2025
                General availability: ---
                Last updated: Aug 07, 2025

                Included in:
                2024 release wave 2

                Enabled for:
                Users by admins, makers, or analysts

                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.

                • For a case: Copilot considers the title, description, notes, and linked emails within the case in the CRM solution.
                • For a conversation: Copilot uses the intent in the first three messages to create a prompt, then refreshes the prompts for every third message. Users can select a prompt to generate a response.

                Enabled for:

                Users by admins, makers, or analysts

                  Change history
                  Timelines:
                  Early Access: ---
                  Public preview: Mar 28, 2025
                  General availability: ---
                  Last updated: Aug 07, 2025

                  Included in:
                  2024 release wave 2

                  Enabled for:
                  Users by admins, makers, or analysts

                  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

                    Change history
                    Timelines:
                    Early Access: ---
                    Public preview: Mar 28, 2025
                    General availability: ---
                    Last updated: Aug 07, 2025

                    Included in:
                    2024 release wave 2

                    Enabled for:
                    Users by admins, makers, or analysts

                    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
                      Note:
                      • The author created this article with assistance from AI. Learn more

                      Change history
                      Timelines:
                      Early Access: ---
                      Public preview: Feb 21, 2025
                      General availability: Oct 2025
                      Last updated: Aug 07, 2025

                      Included in:
                      2025 release wave 2
                      2024 release wave 2

                      Enabled for:
                      Users by admins, makers, or analysts

                      Business Value

                      Support agents can use Copilot to summarize cases in third-party CRM solutions and boost their productivity.

                      Feature Details

                      Support agents can use Copilot within the embedded widget to summarize cases from their host CRM solution. Agents can do the following tasks:

                      • Summarize cases using attributes such as case title, description, product, priority, and key case information like email threads and case notes.
                      • Access the summaries in Copilot.
                      • Give thumbs-up or thumbs-down feedback to rate the quality of the generated summary and help improve Copilot generated summaries.
                      • Include verbatim feedback when giving a thumbs-down to share key information they want Copilot to include in the summary.

                      When agents select summarize case, Copilot automatically picks up context from the open case in the background. If agents invoke case summary without any open case in the background, Copilot prompts them to enter a case number to generate a case summary.

                      Enabled for:

                      Users by admins, makers, or analysts

                        Change history
                        Timelines:
                        Early Access: ---
                        Public preview: Jul 16, 2024
                        General availability: Jul 16, 2024
                        Last updated: Aug 07, 2025

                        Included in:
                        2024 release wave 1

                        Enabled for:
                        Users by admins, makers, or analysts

                        Business Value

                        Agents can boost their productivity by using Copilot to draft emails to customers.

                        Feature Details

                        Copilot in Dynamics 365 Contact Center helps agents draft emails to send to customers by using email context from their CRM instance. Agents can use Copilot to:

                        • Draft email responses to customer issues and questions with Copilot in the Dynamics 365 Contact Center embedded and standalone apps.
                        • Use organizational knowledge from the CRM instance, and add details about the case related to the email with the email thread.
                        • Copy email responses from Copilot and paste them directly into responses to customers, with the option to review and edit them before sending the email.
                        • Give thumbs-up or thumbs-down feedback to Copilot-drafted emails, or provide verbatim feedback regarding the email quality to help improve Copilot responses.
                        • Use the out-of-the-box connectivity to Salesforce and ServiceNow systems to retrieve knowledge and then prepare emails.
                        • Use the context retention feature to switch among sessions and pick up the email draft where they paused.

                        Enabled for:

                        Users by admins, makers, or analysts

                          Change history
                          Timelines:
                          Early Access: ---
                          Public preview: Jul 16, 2024
                          General availability: Jul 16, 2024
                          Last updated: Aug 07, 2025

                          Included in:
                          2024 release wave 1

                          Enabled for:
                          Users by admins, makers, or analysts

                          Business Value

                          Optimize your contact center operations by allowing agents to use conversation summaries that Copilot generates.

                          Feature Details

                          Support agents can use Copilot to generate a summary:

                          • Of the entire conversation up to the point when they select the generate summary option.
                          • While the conversation is ongoing.
                          • When they wrap up the conversation.
                          • When they transfer the conversation to another agent.

                          The key features are as follows:

                          • Conversation Summary takes into account the conversation transcript.
                          • Agents can generate summaries for message and transcript-enabled voice conversations.
                          • Agents can give thumbs-up or thumbs-down feedback on the conversation.
                          • Support agents can provide verbatim feedback when giving a thumbs-down to vocalize key information they want Copilot to include in the summary. Supervisors and contact center managers can review the verbatims.

                          Enabled for:

                          Users by admins, makers, or analysts

                            Change history
                            Timelines:
                            Early Access: ---
                            Public preview: Jul 16, 2024
                            General availability: Jul 16, 2024
                            Last updated: Aug 07, 2025

                            Included in:
                            2024 release wave 1

                            Enabled for:
                            Users by admins, makers, or analysts

                            Business Value

                            The timeline highlights generated by Copilot give your agents a bird's-eye view of the notes, emails, and other activities associated with the cases they work on.

                            Feature Details

                            The timeline highlights are visible on the agent's timeline that you enable on any form within the Contact Center workspace.

                            • Agents get a shorthand capture of the key details and activities on the timeline, including notes, emails, posts, and any other timeline activities.
                            • Get an in-depth understanding of recent events on the timeline.
                            • View the highlights in a reverse chronological order.

                            Enabled for:

                            Users, automatically

                              Change history
                              Timelines:
                              Early Access: ---
                              Public preview: Jul 16, 2024
                              General availability: Jul 16, 2024
                              Last updated: Aug 07, 2025

                              Included in:
                              2024 release wave 1

                              Enabled for:
                              Users, automatically

                              Business Value

                              By integrating Copilot features with the knowledge management of third-party CRM solutions, you can improve agent productivity.

                              Feature Details

                              With Copilot in Dynamics 365 Contact Center, agents can access their organization's knowledge, even if it's stored in third-party CRM solutions like Salesforce or ServiceNow. Copilot retrieves information from this knowledge base and helps answer questions about service-related issues. Agents can do the following tasks in the embedded widget or standalone app:

                              • Ask direct questions about customer issues and get answers from the knowledge base.
                              • Copy responses from Copilot and paste them directly into replies to customers, or review and edit them before sending the replies.
                              • Give thumbs-up or thumbs-down feedback for the Copilot responses, or provide verbatim feedback about the response quality to help improve Copilot responses.
                              • Use built-in connectivity to Salesforce and ServiceNow CRM solutions for knowledge retrieval.
                              • Context retention by Copilot in the embedded widget while a case is open in the background. Copilot resets the session if you navigate away and becomes active to where you left when you switch back to the session.
                              • In the embedded widget in Salesforce or ServiceNow, Copilot retains a global session context on any forms other than the case form or incident.

                              Enabled for:

                              Users by admins, makers, or analysts

                                Change history
                                Timelines:
                                Early Access: ---
                                Public preview: Jul 1, 2024
                                General availability: Jul 16, 2024
                                Last updated: Aug 07, 2025

                                Included in:
                                2024 release wave 1

                                Enabled for:
                                Users by admins, makers, or analysts

                                Business Value

                                By supporting the Copilot-generated conversation summaries in GCC, Microsoft extends its market presence to federal, state, and local government agencies. The government sector is substantial because it includes a wide range of services tailored to the unique needs of government operations, from cloud services to dedicated customer support.

                                Feature Details

                                With Copilot-generated conversation summaries in GCC, agents can easily recap an ongoing chat or a transcribed voice conversation and efficiently resolve customer issues.

                                Enabled for:

                                Users by admins, makers, or analysts

                                  Change history
                                  Timelines:
                                  Early Access: ---
                                  Public preview: ---
                                  General availability: Jun 30, 2024
                                  Last updated: Aug 07, 2025

                                  Included in:
                                  2024 release wave 1

                                  Enabled for:
                                  Users by admins, makers, or analysts

                                  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:

                                  • Starting a conversation with an authentication token and options for persistent conversations and context variables.
                                  • Sending customer messages, including attachments and updates to context variables.
                                  • Receiving agent or system messages through webhook subscriptions.
                                  • Checking agent availability in a queue and retrieving queue position and estimated wait time.

                                  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
                                  Users
                                    Note:
                                    • The author created this article with assistance from AI. Learn more

                                    Change history


                                    Public preview date moved to Jul 2025 General availability date moved to Sep 2025 6/2/2025 12:00:00 AM
                                    Timelines:
                                    Early Access: ---
                                    Public preview: Jul 2025
                                    General availability: Sep 2025
                                    Last updated: Aug 07, 2025

                                    Included in:
                                    2025 release wave 1

                                    Enabled for:
                                    Users by admins, makers, or analysts

                                    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:

                                    • Agents working on different channels in different systems – for example, contact centers using Dynamics 365 for messaging and another system for voice calls.
                                    • Agents working on Microsoft Teams as well as Dynamics 365.
                                    • Agents working across multiple Dynamics 365 environments.

                                    The Presence API addresses these scenarios by ensuring synchronization across different systems.

                                    Enabled for:

                                    Users by admins, makers, or analysts
                                    This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

                                      Change history
                                      Timelines:
                                      Early Access: ---
                                      Public preview: ---
                                      General availability: Nov 15, 2024
                                      Last updated: Aug 07, 2025

                                      Included in:
                                      2024 release wave 2

                                      Enabled for:
                                      Users by admins, makers, or analysts

                                      Business Value

                                      Organizations can use Dynamics 365 Contact Center with Salesforce Service Cloud or a CRM solution of their choice by using a Microsoft-provided connector. This solution reduces the time it takes to get started and offers greater flexibility in the choice of systems for CRM and routing.

                                      Feature Details

                                      Organizations can quickly onboard and use our communication capabilities (omnichannel) and unified routing-based work distribution with their existing CRM solutions like Salesforce. Administrators can connect their existing CRM solutions and use the channel capabilities in Dynamics 365 Contact Center with a one-time access setup to map the CRM solution data.

                                      The key capabilities are:

                                      • Identify customers and cases: Link unauthenticated users to CRM data for personalization, and match returning customers with existing tickets.
                                      • Enriched service request: Enhance incoming service requests with additional context derived from the interactions, such as sentiment, and with existing data in the CRM solution, such as region of the customer.
                                      • Route contextually: Route the service requests to appropriate queues and agents through customizable rules and real-time decision making. You can author the rules based on the customer-profile data in the CRM solution, such as VIP flag, current and past cases of the customer, and journeys.

                                      Enabled for:

                                      Users by admins, makers, or analysts

                                        Change history
                                        Timelines:
                                        Early Access: ---
                                        Public preview: ---
                                        General availability: Jul 1, 2024
                                        Last updated: Aug 07, 2025

                                        Included in:
                                        2024 release wave 1

                                        Enabled for:
                                        Users by admins, makers, or analysts

                                        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:

                                        • Receiving SIP X-Headers: Voice agents can access incoming SIP X header values by defining variables that match the header names.
                                        • Sending SIP X-Headers: During external phone number transfers, voice agents can select up to five variables to pass as SIP X headers.

                                        Technical limitations include:

                                        • A maximum of five SIP X headers per call (for both incoming calls and external transfers).
                                        • Header names limited to 64 characters.
                                        • Header value limited to 256 characters.

                                        Enabled for:

                                        Admins, makers, marketers, or analysts, automatically
                                        Admins
                                          Note:
                                          • The author created this article with assistance from AI. Learn more

                                          Change history
                                          Timelines:
                                          Early Access: ---
                                          Public preview: ---
                                          General availability: Nov 2025
                                          Last updated: Aug 21, 2025

                                          Included in:
                                          2025 release wave 2

                                          Enabled for:
                                          Admins, makers, marketers, or analysts, automatically

                                          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:

                                          1. Go to the question node's properties under the voice section when designing voice agents in Copilot Studio.
                                          2. Turn on the Selective Hold option in the properties section to activate this feature for the specific question node.
                                          3. Upload promotional prompts or music files that play while the caller is in the selective hold state.
                                          4. Specify words or phrases such as "I got it" or "Got it" that callers can use to exit the hold state. Until the caller speaks one of these hold words, the music and prompts continue uninterrupted.
                                          5. Set a timeout limit for the selective hold state, after which the voice agent automatically prompts the caller. If the caller doesn't respond within the specified timeframe, the voice agent automatically prompts them.
                                          6. Set up multiple reprompts to engage with callers who stay in a hold state for long periods.
                                          7. Combine selective hold with other Copilot Studio features and triggers to create comprehensive interaction flows.

                                          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
                                          This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
                                            Note:
                                            • The author created this article with assistance from AI. Learn more

                                            Change history
                                            Timelines:
                                            Early Access: ---
                                            Public preview: ---
                                            General availability: Sep 2025
                                            Last updated: Aug 07, 2025

                                            Included in:
                                            2025 release wave 1

                                            Enabled for:
                                            Admins, makers, marketers, or analysts, automatically

                                            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—acquisition, transmission, and storage.

                                            • Enhanced customer trust: By employing state-of-the-art methods to protect customer data, you demonstrate your commitment to privacy, which enhances customer trust and loyalty.
                                            • Regulatory compliance: Our platform helps contact centers adhere to industry regulations related to data protection, reducing the risk of non-compliance penalties in the voice channel.
                                            • Secure environment: By deterring unauthorized access, we provide a secure environment for agents and supervisors, enabling them to focus on delivering excellent customer service.

                                            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:
                                              • Transcriptions
                                              • Logs
                                              • Recordings
                                              • Any other storage or visibility in the system

                                            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:
                                              • Real-time transcriptions
                                              • Diagnostics logs and database entries
                                              • Call recording services

                                            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.

                                            Enabled for:

                                            Admins, makers, marketers, or analysts, automatically
                                              Note:
                                              • The author created this article with assistance from AI. Learn more

                                              Change history
                                              Timelines:
                                              Early Access: ---
                                              Public preview: ---
                                              General availability: Sep 2025
                                              Last updated: Jul 31, 2025

                                              Included in:
                                              2025 release wave 1

                                              Enabled for:
                                              Admins, makers, marketers, or analysts, automatically

                                              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:

                                              • Recognizing constrained lists such as addresses, stock tickers, zip codes, and department names.
                                              • Recognizing alphanumeric strings like tracking numbers, account numbers, and confirmation codes that have positional constraints. For example, the first two characters of a member ID start with "AN", "FD", or "NT". Another example of positional constraints is vehicle identification number.
                                              • Alphanumeric or digit recognition with checksums or similar constraints. For example, credit card numbers with Luhn checksums.
                                              • Directed dialog applications requiring specific words or phrases.

                                              Voice Agent Makers must perform the following steps:

                                              1. Author GrXML grammar files within a rich text editor of choice that adhere to the Speech Recognition Grammar Specification standard.
                                              2. After development, upload the grammar into an Azure Storage account.
                                              3. In Microsoft Copilot Studio, create an external entity and use the URL of the grammar as the entity title.

                                              During runtime, the voice agent loads the grammar, performs the recognition, and returns the required result.

                                              Enabled for:

                                              Users, automatically
                                                Note:
                                                • The author created this article with assistance from AI. Learn more

                                                Change history
                                                Timelines:
                                                Early Access: ---
                                                Public preview: ---
                                                General availability: Sep 2025
                                                Last updated: Aug 21, 2025

                                                Included in:
                                                2025 release wave 1

                                                Enabled for:
                                                Users, automatically

                                                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:

                                                1. Define and create the entities to capture.
                                                2. Create a question node and craft the prompt to the user.
                                                3. On the question node:
                                                  1. Under Identify, select One of Multiple Entities.
                                                  2. Select + New Entity and then select from the Entity picker.
                                                  3. Repeat for all applicable entities.

                                                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:

                                                • Dual-tone Multi Frequency (DTMF) input for entity identification is not supported in this modality. However, it may exist for the entity on non-Multi Entity Identification-based question nodes based on the type of entity created.
                                                • Currently, a maximum of five entities can be within the recognition pool on any given question.
                                                • No external entity support.

                                                Enabled for:

                                                Users, automatically
                                                  Note:
                                                  • The author created this article with assistance from AI. Learn more

                                                  Change history


                                                  General availability date moved to Jun 2025 6/3/2025 12:00:00 AM
                                                  Timelines:
                                                  Early Access: ---
                                                  Public preview: ---
                                                  General availability: Jun 6, 2025
                                                  Last updated: Aug 07, 2025

                                                  Included in:
                                                  2025 release wave 1

                                                  Enabled for:
                                                  Users, automatically

                                                  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:

                                                  1. Create and configure your Dataverse table in Power Apps.
                                                  2. Create an application in Power Apps to support administration of your data.
                                                  3. Set up an action in Copilot Studio to connect your Dataverse table to your copilot.

                                                  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
                                                    Note:
                                                    • The author created this article with assistance from AI. Learn more

                                                    Change history


                                                    Merged this feature with the Manage business rules for omnichannel agents feature 5/2/2025 12:00:00 AM
                                                    Timelines:
                                                    Early Access: ---
                                                    Public preview: ---
                                                    General availability: Apr 30, 2025
                                                    Last updated: Aug 07, 2025

                                                    Included in:
                                                    2025 release wave 1

                                                    Enabled for:
                                                    Users by admins, makers, or analysts

                                                    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:

                                                      • Active
                                                      • Closed conversations
                                                      • Bot conversation duration
                                                      • Failed bot conversations
                                                      • Conversation escalations in real time
                                                      • Ability to view call volumes by DNIS and the language of the bot after the conversation ends by IVR or chat bot.

                                                      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:

                                                      • OutcomeReasons: Reasons why a conversation with the Copilot Studio bot ended. These reasons come from every session within the entire bot conversation. You can only see this value in historical dashboards through visual customization. You can add it as a matrix table to show the number of conversations based on their outcomes and outcome reasons. This table helps you identify human agent escalations by design, escalations due to a maximum number of attempts by the user, or if the user reached the IVR but abandoned the conversation.
                                                      • DNIS: The specific phone number that users dial to reach the bot agent. It's a critical dimension for IVR reporting and operations. For example, when a user calls 800-555-0100, the system logs this number as the DNIS.
                                                      • Number of failed calls: A metric that shows the number of conversations that failed to connect to an IVR after an attempt was made with a call failure treatment for a bot.
                                                      • Language of the bot: Captures the last language used during the IVR interaction, which might differ from the default bot language in multilingual configurations.
                                                      • Number of escalations to external phone number: An enhancement to the existing escalation metric that includes external transfers to Dynamics 365. This feature supports standalone IVR, which doesn't have Dynamics 365 agents.

                                                    Enabled for:

                                                    Admins, makers, marketers, or analysts, automatically
                                                      Note:
                                                      • The author created this article with assistance from AI. Learn more

                                                      Change history
                                                      Timelines:
                                                      Early Access: ---
                                                      Public preview: ---
                                                      General availability: Dec 5, 2024
                                                      Last updated: Aug 07, 2025

                                                      Included in:
                                                      2024 release wave 2

                                                      Enabled for:
                                                      Admins, makers, marketers, or analysts, automatically

                                                      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:

                                                      • Play a custom prompt message
                                                      • Transfer the call to an external number
                                                      • Disconnect
                                                      • Play a custom prompt message and disconnect.
                                                      • Play a prompt message and transfer to a queue.
                                                      • Directly transfer the call to a queue.

                                                      Enabled for:

                                                      Users, automatically
                                                        Note:
                                                        • The author created this article with assistance from AI. Learn more

                                                        Change history


                                                        Public preview date updated to Nov 2024 General availability date moved to Dec 2024 12/2/2024 12:00:00 AM
                                                        Timelines:
                                                        Early Access: ---
                                                        Public preview: ---
                                                        General availability: Dec 2, 2024
                                                        Last updated: Aug 07, 2025

                                                        Included in:
                                                        2024 release wave 2

                                                        Enabled for:
                                                        Users, automatically

                                                        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

                                                          Change history
                                                          Timelines:
                                                          Early Access: ---
                                                          Public preview: ---
                                                          General availability: Nov 30, 2024
                                                          Last updated: Aug 07, 2025

                                                          Included in:
                                                          2024 release wave 2

                                                          Enabled for:
                                                          Users by admins, makers, or analysts

                                                          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

                                                            Change history
                                                            Timelines:
                                                            Early Access: ---
                                                            Public preview: ---
                                                            General availability: Nov 30, 2024
                                                            Last updated: Aug 07, 2025

                                                            Included in:
                                                            2024 release wave 2

                                                            Enabled for:
                                                            Users by admins, makers, or analysts

                                                            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 enables 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:

                                                            • Automatically pause recording and transcription when an agent consults or transfers the call to external phone numbers.
                                                            • Allow customers to send DTMF inputs to secure endpoints.

                                                            Enabled for:

                                                            Users by admins, makers, or analysts
                                                            Users
                                                              Note:
                                                              • The author created this article with assistance from AI. Learn more

                                                              Change history


                                                              Public preview date updated to Nov 2025 General availability date moved to Mar 2026 7/25/2025 12:00:00 AM
                                                              Timelines:
                                                              Early Access: ---
                                                              Public preview: Nov 2025
                                                              General availability: Mar 2026
                                                              Last updated: Aug 07, 2025

                                                              Included in:
                                                              2025 release wave 2

                                                              Enabled for:
                                                              Users by admins, makers, or analysts

                                                              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

                                                              • Forms: Messages with a series of questions of types such as multi-select, single-select, dropdown, single-line input, date picker, and multiline input.
                                                              • Suggested replies: Reply buttons.
                                                              • Custom JSON: Freeform cards that you create using Microsoft's adaptive card technology.

                                                              WhatsApp

                                                              • Suggested replies: A card with up to three reply buttons.

                                                              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
                                                              This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
                                                                Note:
                                                                • The author created this article with assistance from AI. Learn more

                                                                Change history
                                                                Timelines:
                                                                Early Access: ---
                                                                Public preview: Oct 2025
                                                                General availability: ---
                                                                Last updated: Aug 07, 2025

                                                                Included in:
                                                                2025 release wave 2

                                                                Enabled for:
                                                                Users by admins, makers, or analysts

                                                                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. Journey authors can define dynamic caller ID rules based on customer attributes, allowing each call to present a trusted and contextually relevant identity, which improves answer rates and customer trust. To further enhance the experience, journeys can optionally reserve customer service representatives before call initiation, ensuring they're prepared and available, reducing wait times and increasing first-call resolution.

                                                                Enhancements to dial modes include a predictive dialer that automatically initiates calls based on agent availability and customer responsiveness. This dialer helps journey authors efficiently scale outreach across large customer segments. 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.

                                                                Enabled for:

                                                                Users by admins, makers, or analysts
                                                                  Note:
                                                                  • The author created this article with assistance from AI. Learn more

                                                                  Change history
                                                                  Timelines:
                                                                  Early Access: ---
                                                                  Public preview: ---
                                                                  General availability: Oct 2025
                                                                  Last updated: Aug 07, 2025

                                                                  Included in:
                                                                  2025 release wave 2

                                                                  Enabled for:
                                                                  Users by admins, makers, or analysts

                                                                  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:

                                                                  • Busy
                                                                  • Key SIT tones (reorder, vacant, intercept)
                                                                  • Invalid number
                                                                  • No Answer
                                                                  • Answered by a human
                                                                  • Answering machine reached

                                                                  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
                                                                    Note:
                                                                    • The author created this article with assistance from AI. Learn more

                                                                    Change history
                                                                    Timelines:
                                                                    Early Access: ---
                                                                    Public preview: ---
                                                                    General availability: Oct 2025
                                                                    Last updated: Aug 07, 2025

                                                                    Included in:
                                                                    2025 release wave 2

                                                                    Enabled for:
                                                                    Users by admins, makers, or analysts

                                                                    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
                                                                      Note:
                                                                      • The author created this article with assistance from AI. Learn more

                                                                      Change history
                                                                      Timelines:
                                                                      Early Access: ---
                                                                      Public preview: ---
                                                                      General availability: Oct 2025
                                                                      Last updated: Aug 07, 2025

                                                                      Included in:
                                                                      2025 release wave 2

                                                                      Enabled for:
                                                                      Users by admins, makers, or analysts

                                                                      Business Value

                                                                      Organizations using proactive engagement for commercial calling (cross-sell or upsell scenarios) must comply with regulations like the Telephone Consumer Protection Act. With this feature, organizations can turn their contact centers into value centers that perform functions beyond reactionary support.

                                                                      Feature Details

                                                                      When an administrator turns on this feature in the Copilot Service admin center, administrators and journey authors can create proactive engagements within Dynamics 365 Contact Center that comply with the Telephone Consumer Protection Act.

                                                                      Journey authors can specify if a proactive engagement is part of a commercial journey, like cross-selling or upselling. This setting ensures a customer service representative is available to talk with a connected customer in under two seconds after the customer accepts the call. Call data is available in Dynamics 365 Contact Center to use in your compliance reports.

                                                                      Enabled for:

                                                                      Users by admins, makers, or analysts
                                                                        Note:
                                                                        • The author created this article with assistance from AI. Learn more

                                                                        Change history
                                                                        Timelines:
                                                                        Early Access: ---
                                                                        Public preview: ---
                                                                        General availability: Oct 2025
                                                                        Last updated: Aug 07, 2025

                                                                        Included in:
                                                                        2025 release wave 2

                                                                        Enabled for:
                                                                        Users by admins, makers, or analysts

                                                                        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.

                                                                        • The previous conversation appears before the latest conversation, an experience that customers intuitively understand from consumer messaging apps.
                                                                        • Brands can opt in to this feature and choose how long to keep historic conversations.

                                                                        Enabled for:

                                                                        Users by admins, makers, or analysts

                                                                          Change history
                                                                          Timelines:
                                                                          Early Access: ---
                                                                          Public preview: ---
                                                                          General availability: Oct 2025
                                                                          Last updated: Aug 07, 2025

                                                                          Included in:
                                                                          2025 release wave 2

                                                                          Enabled for:
                                                                          Users by admins, makers, or analysts

                                                                          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:

                                                                          • Provision SMS mobile numbers through Azure Communication Services.
                                                                          • Synchronize the SMS mobile numbers from Azure Communication Services on the Phone numbers page in Copilot Service admin center.
                                                                          • Configure the Azure Communication Services-based SMS mobile numbers in workstreams to send to and receive messages from customers reliably.

                                                                          Enabled for:

                                                                          Users by admins, makers, or analysts

                                                                            Change history
                                                                            Timelines:
                                                                            Early Access: ---
                                                                            Public preview: ---
                                                                            General availability: Aug 1, 2025
                                                                            Last updated: Aug 28, 2025

                                                                            Included in:
                                                                            2025 release wave 1

                                                                            Enabled for:
                                                                            Users by admins, makers, or analysts

                                                                            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:

                                                                            • A ready-to-brand, fully featured messaging user interface that developers can integrate into their existing application. The included interface is based on the live chat widget so brands can use the same features and customizations as their web program.
                                                                            • An optional communication layer, containing all the messaging functions necessary to host a conversation that developers can use directly to support a new or existing fully custom messaging interface. Brands that choose to use the included interface don't need to interact with this layer.

                                                                            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
                                                                              Note:
                                                                              • The author created this article with assistance from AI. Learn more

                                                                              Change history
                                                                              Timelines:
                                                                              Early Access: ---
                                                                              Public preview: ---
                                                                              General availability: Jul 31, 2025
                                                                              Last updated: Aug 07, 2025

                                                                              Included in:
                                                                              2025 release wave 1

                                                                              Enabled for:
                                                                              Users by admins, makers, or analysts

                                                                              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
                                                                                Note:
                                                                                • The author created this article with assistance from AI. Learn more

                                                                                Change history
                                                                                Timelines:
                                                                                Early Access: ---
                                                                                Public preview: ---
                                                                                General availability: Jul 8, 2025
                                                                                Last updated: Aug 07, 2025

                                                                                Included in:
                                                                                2025 release wave 1

                                                                                Enabled for:
                                                                                Users by admins, makers, or analysts

                                                                                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:

                                                                                • API-based controls: Programmatically pause and resume call recordings and transcriptions.
                                                                                • Web link integration: Allow agents to manage recording and transcription settings directly within their workflows.
                                                                                • Visual notifications: Provide real-time visual alerts to agents when recording or transcription is paused or resumed.
                                                                                • Regulatory compliance: Support legal and industry requirements for handling sensitive data.
                                                                                • Operational efficiency: Minimize compliance risks without disrupting customer service operations.

                                                                                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
                                                                                  Note:
                                                                                  • The author created this article with assistance from AI. Learn more

                                                                                  Change history


                                                                                  General availability date moved to Jun 2025 7/28/2025 12:00:00 AM
                                                                                  Timelines:
                                                                                  Early Access: ---
                                                                                  Public preview: ---
                                                                                  General availability: Jun 30, 2025
                                                                                  Last updated: Aug 07, 2025

                                                                                  Included in:
                                                                                  2025 release wave 1

                                                                                  Enabled for:
                                                                                  Users, automatically

                                                                                  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
                                                                                    Note:
                                                                                    • The author created this article with assistance from AI. Learn more

                                                                                    Change history
                                                                                    Timelines:
                                                                                    Early Access: ---
                                                                                    Public preview: ---
                                                                                    General availability: May 30, 2025
                                                                                    Last updated: Aug 07, 2025

                                                                                    Included in:
                                                                                    2025 release wave 1

                                                                                    Enabled for:
                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                    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.

                                                                                      • Take actions:
                                                                                        • Engage customers by displaying a chat button or proactively opening the widget.
                                                                                        • Set the look and features for the widget.
                                                                                        • Add custom context to the conversation.
                                                                                      • Run rules conditionally:
                                                                                        • According to where the customer is in your website.
                                                                                        • Based on your operating hours.
                                                                                        • Based on the customer attributes that you provide.
                                                                                      • Publish with confidence: Rules that support versioning and publishing.

                                                                                    Enabled for:

                                                                                    Users by admins, makers, or analysts

                                                                                      Change history
                                                                                      Timelines:
                                                                                      Early Access: ---
                                                                                      Public preview: ---
                                                                                      General availability: Apr 30, 2025
                                                                                      Last updated: Aug 07, 2025

                                                                                      Included in:
                                                                                      2025 release wave 1

                                                                                      Enabled for:
                                                                                      Users by admins, makers, or analysts

                                                                                      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:

                                                                                      • Assign conversations to themselves using the pick mode, adding more work items to their workload, along with sessions management.
                                                                                      • See customer and conversation details when conversing with customers, enabling them to view the holistic picture in real time.
                                                                                      • See voicemail and other async channels.
                                                                                      • Sign out of the embedded app.

                                                                                      Enabled for:

                                                                                      Users, automatically
                                                                                        Note:
                                                                                        • The author created this article with assistance from AI. Learn more

                                                                                        Change history
                                                                                        Timelines:
                                                                                        Early Access: ---
                                                                                        Public preview: ---
                                                                                        General availability: Apr 30, 2025
                                                                                        Last updated: Aug 07, 2025

                                                                                        Included in:
                                                                                        2025 release wave 1

                                                                                        Enabled for:
                                                                                        Users, automatically

                                                                                        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:

                                                                                        • Send an automatic reply to a customer to engage them again if they're unresponsive after a certain period.
                                                                                        • Close conversations automatically after the configured idle time that's indicated by no customer responses, so the representative's capacity is released to help other customers in the queue.
                                                                                        • Send follow-up messages to customers to remind them to connect back to make progress on their support conversations.
                                                                                        • Reduce average handling time for service representatives.

                                                                                        Enabled for:

                                                                                        Users by admins, makers, or analysts
                                                                                          Note:
                                                                                          • The author created this article with assistance from AI. Learn more

                                                                                          Change history


                                                                                          General availability date moved to Jan 2025 Oct 30, 2024
                                                                                          Timelines:
                                                                                          Early Access: ---
                                                                                          Public preview: ---
                                                                                          General availability: Apr 30, 2025
                                                                                          Last updated: Aug 07, 2025

                                                                                          Included in:
                                                                                          2025 release wave 1

                                                                                          Enabled for:
                                                                                          Users by admins, makers, or analysts

                                                                                          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:

                                                                                          • Administrators can enable the application to generate a summary of closed conversations and voicemails.
                                                                                          • On the enhanced Closed conversation page, customer service representatives see an AI-powered conversation summary and insights for closed voice conversations and voicemails.

                                                                                          Enabled for:

                                                                                          Users, automatically
                                                                                            Note:
                                                                                            • The author created this article with assistance from AI. Learn more

                                                                                            Change history
                                                                                            Timelines:
                                                                                            Early Access: ---
                                                                                            Public preview: ---
                                                                                            General availability: Apr 17, 2025
                                                                                            Last updated: Aug 07, 2025

                                                                                            Included in:
                                                                                            2025 release wave 1

                                                                                            Enabled for:
                                                                                            Users, automatically

                                                                                            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

                                                                                              Change history
                                                                                              Timelines:
                                                                                              Early Access: ---
                                                                                              Public preview: ---
                                                                                              General availability: Mar 31, 2025
                                                                                              Last updated: Aug 07, 2025

                                                                                              Included in:
                                                                                              2024 release wave 2

                                                                                              Enabled for:
                                                                                              Users by admins, makers, or analysts

                                                                                              Business Value

                                                                                              With support for short codes in SMS, businesses can send high-volume, time-sensitive messages using preapproved short codes, so delivery is reliable.

                                                                                              Organizations get simplified provisioning and management of short codes when they handle it within the Azure ecosystem.

                                                                                              Feature Details

                                                                                              Administrators can configure the following settings:

                                                                                              • Provision SMS short codes through Azure Communication Services.
                                                                                              • Synchronize the SMS short codes from Azure Communication Services on the Phone numbers page in the Dynamics 365 Contact Center admin center.
                                                                                              • Configure the Azure Communication Service SMS short codes in workstreams to send and receive messages reliably with customers.

                                                                                              Enabled for:

                                                                                              Users by admins, makers, or analysts

                                                                                                Change history
                                                                                                Timelines:
                                                                                                Early Access: ---
                                                                                                Public preview: ---
                                                                                                General availability: Mar 7, 2025
                                                                                                Last updated: Aug 07, 2025

                                                                                                Included in:
                                                                                                2024 release wave 2

                                                                                                Enabled for:
                                                                                                Users by admins, makers, or analysts

                                                                                                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
                                                                                                  Note:
                                                                                                  • The author created this article with assistance from AI. Learn more

                                                                                                  Change history
                                                                                                  Timelines:
                                                                                                  Early Access: ---
                                                                                                  Public preview: Feb 10, 2025
                                                                                                  General availability: Oct 2025
                                                                                                  Last updated: Aug 07, 2025

                                                                                                  Included in:
                                                                                                  2025 release wave 2
                                                                                                  2024 release wave 2

                                                                                                  Enabled for:
                                                                                                  Users by admins, makers, or analysts

                                                                                                  Business Value

                                                                                                  You can now take full advantage of the experts you have on Teams, with or without phone numbers. You also pay less to have them on the call.

                                                                                                  Feature Details

                                                                                                  Consult and transfer calls to any Teams user in your organization, regardless of whether they have a phone number assigned to them. Key features include:

                                                                                                  • Use Voice over Internet Protocol (VoIP) to contact Teams subject matter experts in your organization.
                                                                                                  • Teams users don't need to have a phone number.

                                                                                                  Enabled for:

                                                                                                  Users by admins, makers, or analysts

                                                                                                    Change history
                                                                                                    Timelines:
                                                                                                    Early Access: ---
                                                                                                    Public preview: ---
                                                                                                    General availability: Sep 3, 2024
                                                                                                    Last updated: Aug 07, 2025

                                                                                                    Included in:
                                                                                                    2024 release wave 1

                                                                                                    Enabled for:
                                                                                                    Users by admins, makers, or analysts

                                                                                                    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:

                                                                                                    • Administrators can configure the WhatsApp channel powered by Azure Communication Services.
                                                                                                    • Customers can reach out to the business through WhatsApp and seek support in an asynchronous manner.
                                                                                                    • Agents can use one unified, contextual, and productive interface to engage with customers and resolve their issues.
                                                                                                    • Supervisors and managers can access rich reports to run the support center efficiently and effectively.

                                                                                                    Enabled for:

                                                                                                    Users by admins, makers, or analysts
                                                                                                      Note:
                                                                                                      • The author created this article with assistance from AI. Learn more

                                                                                                      Change history
                                                                                                      Timelines:
                                                                                                      Early Access: ---
                                                                                                      Public preview: Aug 30, 2024
                                                                                                      General availability: Apr 1, 2025
                                                                                                      Last updated: Aug 07, 2025

                                                                                                      Included in:
                                                                                                      2025 release wave 1
                                                                                                      2024 release wave 1

                                                                                                      Enabled for:
                                                                                                      Users by admins, makers, or analysts

                                                                                                      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

                                                                                                        Change history
                                                                                                        Timelines:
                                                                                                        Early Access: ---
                                                                                                        Public preview: Aug 1, 2024
                                                                                                        General availability: Oct 31, 2024
                                                                                                        Last updated: Aug 07, 2025

                                                                                                        Included in:
                                                                                                        2024 release wave 2
                                                                                                        2024 release wave 1

                                                                                                        Enabled for:
                                                                                                        Users by admins, makers, or analysts

                                                                                                        Business Value

                                                                                                        You can play prerecorded audio messages to keep customers on the line when a bot takes extra time to process customer requests.

                                                                                                        Feature Details

                                                                                                        When a bot processes customer requests, it plays prerecorded audio messages to the customer to prevent call disconnection. For example, the account balance topic requires the bot to get the account number and then use Power Automate and an appropriate system connector to make an authenticated inquiry for the account balance. This operation can take several seconds. During this time, the customer hears a "percolation prompt" (that is, keyboard typing), which is a prerecorded audio file.

                                                                                                        Enabled for:

                                                                                                        Users by admins, makers, or analysts

                                                                                                          Change history
                                                                                                          Timelines:
                                                                                                          Early Access: ---
                                                                                                          Public preview: Jul 31, 2024
                                                                                                          General availability: Aug 1, 2024
                                                                                                          Last updated: Aug 07, 2025

                                                                                                          Included in:
                                                                                                          2024 release wave 1

                                                                                                          Enabled for:
                                                                                                          Users by admins, makers, or analysts

                                                                                                          Business Value

                                                                                                          • Reduce calls escalated to agents through rich experiences powered by generative AI.
                                                                                                          • Increase customer satisfaction with intelligent, conversational self-service that promotes higher customer engagement, boosts containment rates, and increases customer loyalty.

                                                                                                          Feature Details

                                                                                                          The interactive voice response (IVR) feature in Dynamics 365 Contact Center is an advanced conversational IVR that provides the following capabilities:

                                                                                                          • Copilot Studio enables Dynamics 365 Contact Center customers to create experiences that enhance their customer service automation with a highly customizable and robust conversational AI experience.
                                                                                                          • Prompt-level barge-in control, collection of multiple digits input, option to collect DTMF-only or speech-only input, multilevel escalation strategy for NoMatch or NoInput.
                                                                                                          • Enhanced silence detection controls—configure the silence detection timer, reprompt, escalate, or start custom flow.
                                                                                                          • Latency Messages—play a loop message when the behind the scenes operations are running for a long time.
                                                                                                          • Enhanced speech recognition accuracy powered by Nuance speech recognition technology; accuracy is boosted based on bot content to improve speech recognition accuracy for business scenarios.
                                                                                                          • Call recording and transcription of caller interaction with the bot.
                                                                                                          • Escalation with context inside and outside of Dynamics 365 Contact Center.

                                                                                                          The IVR integration enables Dynamics 365 Contact Center to offer unified routing based on the call intent and customer data from the caller interaction with the bot. Caller context and transcript also display on the agent's desktop, improving customer service.

                                                                                                          Enabled for:

                                                                                                          Users by admins, makers, or analysts

                                                                                                            Change history
                                                                                                            Timelines:
                                                                                                            Early Access: ---
                                                                                                            Public preview: ---
                                                                                                            General availability: Jul 31, 2024
                                                                                                            Last updated: Aug 07, 2025

                                                                                                            Included in:
                                                                                                            2024 release wave 1

                                                                                                            Enabled for:
                                                                                                            Users by admins, makers, or analysts

                                                                                                            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

                                                                                                              Change history
                                                                                                              Timelines:
                                                                                                              Early Access: ---
                                                                                                              Public preview: Jul 29, 2024
                                                                                                              General availability: Oct 1, 2024
                                                                                                              Last updated: Aug 07, 2025

                                                                                                              Included in:
                                                                                                              2024 release wave 2
                                                                                                              2024 release wave 1

                                                                                                              Enabled for:
                                                                                                              Users, automatically

                                                                                                              Business Value

                                                                                                              For business compliance, the call transfer to an external number is now a one-step operation. Recording and transcription stop immediately after the call is transferred.

                                                                                                              Feature Details

                                                                                                              In this release, you get the following enhancements for call transfers to external numbers:

                                                                                                              • Transfers always happen in one step. Agents leave the call right away.
                                                                                                              • Transfers can be bridged or blind. Bridged transfers are available now. Blind transfers stop recording and transcription automatically.
                                                                                                              • Agents can set a call forwarding number for their assigned direct inward dialing numbers.

                                                                                                              Enabled for:

                                                                                                              Users by admins, makers, or analysts

                                                                                                                Change history
                                                                                                                Timelines:
                                                                                                                Early Access: ---
                                                                                                                Public preview: ---
                                                                                                                General availability: Jul 1, 2024
                                                                                                                Last updated: Aug 07, 2025

                                                                                                                Included in:
                                                                                                                2024 release wave 1

                                                                                                                Enabled for:
                                                                                                                Users by admins, makers, or analysts

                                                                                                                Business Value

                                                                                                                Enhance the user experience for your customers by allowing the chat widget to change the theme dynamically when the portal or browser theme changes.

                                                                                                                Feature Details

                                                                                                                You can now customize your chat widget so its theme changes dynamically when a change in the portal triggers the update. For example, when the portal theme changes, the live chat widget also changes automatically. You can tie events to any of the currently customizable components in the chat widget, so your customers can change their chat theme through the chat journey.

                                                                                                                Enabled for:

                                                                                                                Users, automatically

                                                                                                                  Change history
                                                                                                                  Timelines:
                                                                                                                  Early Access: ---
                                                                                                                  Public preview: ---
                                                                                                                  General availability: Jun 15, 2024
                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                  Included in:
                                                                                                                  2024 release wave 1

                                                                                                                  Enabled for:
                                                                                                                  Users, automatically

                                                                                                                  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:

                                                                                                                  • Add fields
                                                                                                                  • Remove fields
                                                                                                                  • Reorder fields

                                                                                                                  Administrators can also configure the open behavior of conversation messaging channels (other than voice) in the following ways:

                                                                                                                  • Conversations can open as a new session.
                                                                                                                  • Conversations can open within the inbox.

                                                                                                                  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
                                                                                                                  Users
                                                                                                                    Note:
                                                                                                                    • The author created this article with assistance from AI. Learn more

                                                                                                                    Change history
                                                                                                                    Timelines:
                                                                                                                    Early Access: ---
                                                                                                                    Public preview: ---
                                                                                                                    General availability: Oct 2025
                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                    Included in:
                                                                                                                    2025 release wave 2

                                                                                                                    Enabled for:
                                                                                                                    Users by admins, makers, or analysts

                                                                                                                    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
                                                                                                                    This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

                                                                                                                      Change history


                                                                                                                      General availability date moved to Sep 2025 6/16/2025 12:00:00 AM
                                                                                                                      Timelines:
                                                                                                                      Early Access: ---
                                                                                                                      Public preview: ---
                                                                                                                      General availability: Oct 2025
                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                      Included in:
                                                                                                                      2025 release wave 2

                                                                                                                      Enabled for:
                                                                                                                      Users by admins, makers, or analysts

                                                                                                                      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:

                                                                                                                      • Eliminates the need for customer service representatives to repeat information due to poor audio quality.
                                                                                                                      • Reduces call interruptions caused by background noise or audio disturbances.
                                                                                                                      • Enhances overall customer experience through seamless, high-quality voice communication.
                                                                                                                      • Enables representatives to focus on customer needs rather than technical audio issues.

                                                                                                                      Enabled for:

                                                                                                                      Users by admins, makers, or analysts
                                                                                                                        Note:
                                                                                                                        • The author created this article with assistance from AI. Learn more

                                                                                                                        Change history
                                                                                                                        Timelines:
                                                                                                                        Early Access: ---
                                                                                                                        Public preview: ---
                                                                                                                        General availability: Oct 2025
                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                        Included in:
                                                                                                                        2025 release wave 2

                                                                                                                        Enabled for:
                                                                                                                        Users by admins, makers, or analysts

                                                                                                                        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

                                                                                                                          Change history


                                                                                                                          General availability date moved to Sep 2025 6/16/2025 12:00:00 AM
                                                                                                                          Timelines:
                                                                                                                          Early Access: ---
                                                                                                                          Public preview: ---
                                                                                                                          General availability: Oct 2025
                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                          Included in:
                                                                                                                          2025 release wave 2

                                                                                                                          Enabled for:
                                                                                                                          Users by admins, makers, or analysts

                                                                                                                          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

                                                                                                                            Change history
                                                                                                                            Timelines:
                                                                                                                            Early Access: ---
                                                                                                                            Public preview: ---
                                                                                                                            General availability: Oct 2025
                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                            Included in:
                                                                                                                            2025 release wave 2

                                                                                                                            Enabled for:
                                                                                                                            Users by admins, makers, or analysts

                                                                                                                            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

                                                                                                                              Change history
                                                                                                                              Timelines:
                                                                                                                              Early Access: ---
                                                                                                                              Public preview: ---
                                                                                                                              General availability: Oct 2025
                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                              Included in:
                                                                                                                              2025 release wave 2

                                                                                                                              Enabled for:
                                                                                                                              Users by admins, makers, or analysts

                                                                                                                              Business Value

                                                                                                                              Customer service representatives can now put a consulting representative on hold if they wish to speak with only the customer. This feature makes it easy to communicate with just the customer even while on an active call consult. It eliminates the need to terminate and restart consult sessions for private conversations, reducing call handling times.

                                                                                                                              Feature Details

                                                                                                                              During an ongoing call, customer service representatives can now place other representatives who are consulting on the call on hold so they can talk to the customer while the consult session is ongoing. Before this enhancement, customer service representatives could only place the customer on hold.

                                                                                                                              Key benefits include:

                                                                                                                              • Enables confidential customer conversations while preserving access to consulting expertise.
                                                                                                                              • Eliminates the need to terminate and restart consult sessions for private discussions.
                                                                                                                              • Maintains seamless workflow continuity for representatives handling escalated cases.

                                                                                                                              Enabled for:

                                                                                                                              Users, automatically
                                                                                                                                Note:
                                                                                                                                • The author created this article with assistance from AI. Learn more

                                                                                                                                Change history


                                                                                                                                Public preview date updated to Sep 2025 8/7/2025 12:00:00 AM
                                                                                                                                Timelines:
                                                                                                                                Early Access: ---
                                                                                                                                Public preview: Sep 2025
                                                                                                                                General availability: Oct 2025
                                                                                                                                Last updated: Aug 14, 2025

                                                                                                                                Included in:
                                                                                                                                2025 release wave 2
                                                                                                                                2025 release wave 1

                                                                                                                                Enabled for:
                                                                                                                                Users, automatically

                                                                                                                                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

                                                                                                                                  Change history
                                                                                                                                  Timelines:
                                                                                                                                  Early Access: ---
                                                                                                                                  Public preview: ---
                                                                                                                                  General availability: Sep 2025
                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                  Included in:
                                                                                                                                  2025 release wave 1

                                                                                                                                  Enabled for:
                                                                                                                                  Users by admins, makers, or analysts

                                                                                                                                  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

                                                                                                                                    Change history
                                                                                                                                    Timelines:
                                                                                                                                    Early Access: ---
                                                                                                                                    Public preview: Aug 2025
                                                                                                                                    General availability: Oct 2025
                                                                                                                                    Last updated: Aug 14, 2025

                                                                                                                                    Included in:
                                                                                                                                    2025 release wave 2
                                                                                                                                    2025 release wave 1

                                                                                                                                    Enabled for:
                                                                                                                                    Users, automatically

                                                                                                                                    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:

                                                                                                                                    • Enable disposition codes for the entire organization.
                                                                                                                                    • Add, edit, and delete disposition codes. Associate disposition codes with categories and workstreams.
                                                                                                                                    • Require disposition codes before closing the conversation.
                                                                                                                                    • Set the maximum number of disposition codes allowed per conversation.

                                                                                                                                    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
                                                                                                                                      Note:
                                                                                                                                      • The author created this article with assistance from AI. Learn more

                                                                                                                                      Change history
                                                                                                                                      Timelines:
                                                                                                                                      Early Access: ---
                                                                                                                                      Public preview: ---
                                                                                                                                      General availability: Aug 8, 2025
                                                                                                                                      Last updated: Aug 25, 2025

                                                                                                                                      Included in:
                                                                                                                                      2025 release wave 1

                                                                                                                                      Enabled for:
                                                                                                                                      Users by admins, makers, or analysts

                                                                                                                                      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

                                                                                                                                        Change history
                                                                                                                                        Timelines:
                                                                                                                                        Early Access: ---
                                                                                                                                        Public preview: ---
                                                                                                                                        General availability: Jul 31, 2025
                                                                                                                                        Last updated: Aug 14, 2025

                                                                                                                                        Included in:
                                                                                                                                        2025 release wave 1

                                                                                                                                        Enabled for:
                                                                                                                                        Admins, makers, marketers, or analysts, automatically

                                                                                                                                        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
                                                                                                                                          Note:
                                                                                                                                          • The author created this article with assistance from AI. Learn more

                                                                                                                                          Change history
                                                                                                                                          Timelines:
                                                                                                                                          Early Access: ---
                                                                                                                                          Public preview: ---
                                                                                                                                          General availability: May 31, 2025
                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                          Included in:
                                                                                                                                          2025 release wave 1

                                                                                                                                          Enabled for:
                                                                                                                                          Users, automatically

                                                                                                                                          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:

                                                                                                                                          • Provide increased latency and reliability to connect and maintain voice conversations respectively.
                                                                                                                                          • Keep a call ongoing even when the browser app refreshes or crashes, ensuring that customers and representatives are always connected and engaged.
                                                                                                                                          • Mute and end calls, switch speaker settings.
                                                                                                                                          • The conversation continues to be recorded and transcribed (if the feature is turned on for the web version) to ensure continuity.

                                                                                                                                          Representatives can minimize the client application on their screen to ensure there are no distractions.

                                                                                                                                          Enabled for:

                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                            Change history
                                                                                                                                            Timelines:
                                                                                                                                            Early Access: ---
                                                                                                                                            Public preview: Apr 1, 2025
                                                                                                                                            General availability: Jul 1, 2025
                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                            Included in:
                                                                                                                                            2025 release wave 1

                                                                                                                                            Enabled for:
                                                                                                                                            Users by admins, makers, or analysts

                                                                                                                                            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
                                                                                                                                              Note:
                                                                                                                                              • The author created this article with assistance from AI. Learn more

                                                                                                                                              Change history
                                                                                                                                              Timelines:
                                                                                                                                              Early Access: ---
                                                                                                                                              Public preview: ---
                                                                                                                                              General availability: Apr 1, 2025
                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                              Included in:
                                                                                                                                              2025 release wave 1

                                                                                                                                              Enabled for:
                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                              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
                                                                                                                                                Note:
                                                                                                                                                • The author created this article with assistance from AI. Learn more

                                                                                                                                                Change history
                                                                                                                                                Timelines:
                                                                                                                                                Early Access: ---
                                                                                                                                                Public preview: ---
                                                                                                                                                General availability: Apr 1, 2025
                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                Included in:
                                                                                                                                                2025 release wave 1

                                                                                                                                                Enabled for:
                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                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:

                                                                                                                                                • Use Copilot agents to gather customer feedback and set up contextual actions based on the feedback.
                                                                                                                                                • Unify and centralize the process of configuring surveys across voice, messaging, email, and custom channels.
                                                                                                                                                • Use predefined templates like Customer Satisfaction (CSAT) Survey and Net Promoter Score (NPS) Survey to create surveys.
                                                                                                                                                • Allow supervisors to view and review feedback summarized into actionable insights.

                                                                                                                                                Enabled for:

                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                  Change history
                                                                                                                                                  Timelines:
                                                                                                                                                  Early Access: ---
                                                                                                                                                  Public preview: Nov 18, 2024
                                                                                                                                                  General availability: Apr 30, 2025
                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                  Included in:
                                                                                                                                                  2025 release wave 1
                                                                                                                                                  2024 release wave 2

                                                                                                                                                  Enabled for:
                                                                                                                                                  Users by admins, makers, or analysts

                                                                                                                                                  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:

                                                                                                                                                  • Make outbound calls in one click by setting the most used outbound profile as the default profile, so they don't need extra clicks.
                                                                                                                                                  • Get an improved calling experience while in a voice call when they need to consult with or transfer to an external number.
                                                                                                                                                  • Use enhanced contact search powered by Dataverse search for contacts and accounts.

                                                                                                                                                  Enabled for:

                                                                                                                                                  Users, automatically

                                                                                                                                                    Change history
                                                                                                                                                    Timelines:
                                                                                                                                                    Early Access: ---
                                                                                                                                                    Public preview: ---
                                                                                                                                                    General availability: Oct 1, 2024
                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                    Included in:
                                                                                                                                                    2024 release wave 2

                                                                                                                                                    Enabled for:
                                                                                                                                                    Users, automatically

                                                                                                                                                    Business Value

                                                                                                                                                    The ability to use emergency calling services, also known as E911, is a critical feature that helps ensure business compliance.

                                                                                                                                                    Feature Details

                                                                                                                                                    This feature gives your agents the option to use emergency calling services in the United Kingdom and Denmark.

                                                                                                                                                    Enabled for:

                                                                                                                                                    Users, automatically

                                                                                                                                                      Change history
                                                                                                                                                      Timelines:
                                                                                                                                                      Early Access: ---
                                                                                                                                                      Public preview: ---
                                                                                                                                                      General availability: Sep 30, 2024
                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                      Included in:
                                                                                                                                                      2024 release wave 1

                                                                                                                                                      Enabled for:
                                                                                                                                                      Users, automatically

                                                                                                                                                      Business Value

                                                                                                                                                      For customers who want their agents to use their existing CRM solution with other add-ons in a single window without having to switch among apps, the embedded app provides a way to incorporate omnichannel and copilot capabilities within their CRM solutions.

                                                                                                                                                      Feature Details

                                                                                                                                                      The embedded app provides the following features:

                                                                                                                                                      • Use presence to show when agents are available.
                                                                                                                                                      • Use notifications to assign work items to agents.
                                                                                                                                                      • Use the conversation panel for agents to interact with customers. If enabled, use call controls for receiving and making calls.
                                                                                                                                                      • Use Copilot to generate case and conversation summaries, ask a question, and draft emails.
                                                                                                                                                      • Manage sessions.

                                                                                                                                                      Enabled for:

                                                                                                                                                      Users by admins, makers, or analysts

                                                                                                                                                        Change history
                                                                                                                                                        Timelines:
                                                                                                                                                        Early Access: ---
                                                                                                                                                        Public preview: ---
                                                                                                                                                        General availability: Jul 1, 2024
                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                        Included in:
                                                                                                                                                        2024 release wave 1

                                                                                                                                                        Enabled for:
                                                                                                                                                        Users by admins, makers, or analysts

                                                                                                                                                        Business Value

                                                                                                                                                        The Contact Center workspace app integrates with non-Microsoft CRM systems to display their data and provide omnichannel capabilities for agents to interact with customers.

                                                                                                                                                        Feature Details

                                                                                                                                                        The Contact Center workspace app is a standalone app that provides a conversation-centric agent experience based on the Customer Service workspace. With the inbox as the home page, agents have a consolidated view of their assignments and can get started with minimal hassle.

                                                                                                                                                        Note

                                                                                                                                                        Case management isn't available.

                                                                                                                                                        Enabled for:

                                                                                                                                                        Users by admins, makers, or analysts

                                                                                                                                                          Change history
                                                                                                                                                          Timelines:
                                                                                                                                                          Early Access: ---
                                                                                                                                                          Public preview: ---
                                                                                                                                                          General availability: Jul 1, 2024
                                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                                          Included in:
                                                                                                                                                          2024 release wave 1

                                                                                                                                                          Enabled for:
                                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                                          Business Value

                                                                                                                                                          Copilot helps agents overcome language barriers and empowers them to serve customers with ease in the language customers feel most comfortable using.

                                                                                                                                                          Feature Details

                                                                                                                                                          Agents can use the following key capabilities to translate Copilot summaries, knowledge articles, and email drafts into the language they prefer:

                                                                                                                                                          • Simple, menu-driven machine translation of Copilot responses.
                                                                                                                                                          • Available in 45 languages that Dynamics 365 UI supports.

                                                                                                                                                          Enabled for:

                                                                                                                                                          Users, automatically

                                                                                                                                                            Change history
                                                                                                                                                            Timelines:
                                                                                                                                                            Early Access: ---
                                                                                                                                                            Public preview: ---
                                                                                                                                                            General availability: Jun 30, 2024
                                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                                            Included in:
                                                                                                                                                            2024 release wave 1

                                                                                                                                                            Enabled for:
                                                                                                                                                            Users, automatically

                                                                                                                                                            Business Value

                                                                                                                                                            The ability to use emergency calling services, also known as E911, is a critical feature that helps ensure business compliance.

                                                                                                                                                            Feature Details

                                                                                                                                                            Now, emergency calling E911 supports direct offer numbers in Canada. You can also choose to send a notification email to an admin or the front desk when an emergency call is made.

                                                                                                                                                            Enabled for:

                                                                                                                                                            Users by admins, makers, or analysts

                                                                                                                                                              Change history
                                                                                                                                                              Timelines:
                                                                                                                                                              Early Access: ---
                                                                                                                                                              Public preview: ---
                                                                                                                                                              General availability: Jun 1, 2024
                                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                                              Included in:
                                                                                                                                                              2024 release wave 1

                                                                                                                                                              Enabled for:
                                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                                              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:

                                                                                                                                                              • Place a call by searching for a customer contact or account from the outbound dialer.
                                                                                                                                                              • Open the customer record from the call history.

                                                                                                                                                              For more information, watch our Outbound dialer enhancements in Dynamics 365 Customer Service video.

                                                                                                                                                              Enabled for:

                                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                                                Change history
                                                                                                                                                                Timelines:
                                                                                                                                                                Early Access: ---
                                                                                                                                                                Public preview: Apr 8, 2024
                                                                                                                                                                General availability: Oct 1, 2024
                                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                                Included in:
                                                                                                                                                                2024 release wave 2
                                                                                                                                                                2024 release wave 1

                                                                                                                                                                Enabled for:
                                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                                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
                                                                                                                                                                Users

                                                                                                                                                                  Change history
                                                                                                                                                                  Timelines:
                                                                                                                                                                  Early Access: ---
                                                                                                                                                                  Public preview: ---
                                                                                                                                                                  General availability: Nov 22, 2024
                                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                                  Included in:
                                                                                                                                                                  2024 release wave 2

                                                                                                                                                                  Enabled for:
                                                                                                                                                                  Users, automatically

                                                                                                                                                                  Business Value

                                                                                                                                                                  Copilot in Dynamics 365 Contact Center uses generative AI to create an impact across various tasks such as completing customer conversations, triaging, closing cases, and drafting and sending emails. The copilot report in historical analytics helps users understand the impact that Copilot creates across these modalities.

                                                                                                                                                                  Feature Details

                                                                                                                                                                  The Copilot analytics dashboard gives supervisors and managers the insights they need to see how Copilot impacts their contact center operations. With Copilot, customer service agents can more easily complete various tasks related to conversations, cases, and email.

                                                                                                                                                                  The Copilot report includes the following key metrics:

                                                                                                                                                                  • Daily active users: Shows the number of unique users who used any of the Copilot features in the past day.
                                                                                                                                                                  • Percentage of Copilot responses used: Shows the number of responses that Copilot generated across all Copilot features, and the percentage of those responses that agents actually use.
                                                                                                                                                                  • Agent ratings: The thumbs-up or thumbs-down experience that agents give when they use any of the Copilot features. The trend of the aggregated data helps you understand agent satisfaction.

                                                                                                                                                                  The following metrics show two values that indicate when Copilot is used and when it isn't:

                                                                                                                                                                  • Average handle time for conversations: Shows how conversations affect the average handle time metric.
                                                                                                                                                                  • Average days to close for cases: Also known as case resolution time.
                                                                                                                                                                  • Average email response time: Shows the time it takes to draft and send an email.

                                                                                                                                                                  These measurements help clarify the agent interactions with the Copilot capabilities and show how Copilot helps improve the business.

                                                                                                                                                                  Enabled for:

                                                                                                                                                                  Users by admins, makers, or analysts
                                                                                                                                                                  This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

                                                                                                                                                                    Change history
                                                                                                                                                                    Timelines:
                                                                                                                                                                    Early Access: ---
                                                                                                                                                                    Public preview: ---
                                                                                                                                                                    General availability: Jul 1, 2024
                                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                                    Included in:
                                                                                                                                                                    2024 release wave 1

                                                                                                                                                                    Enabled for:
                                                                                                                                                                    Users by admins, makers, or analysts

                                                                                                                                                                    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:

                                                                                                                                                                    • Enable the voice channel in Copilot Service admin center.

                                                                                                                                                                    The key steps in the Teams admin center (via PowerShell) include:

                                                                                                                                                                    • Get phone numbers and configure them in Teams admin center
                                                                                                                                                                    • Link phone numbers to individual Teams Resource Accounts
                                                                                                                                                                    • Connect the Teams Resource Accounts to the Dynamics 365 app

                                                                                                                                                                    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:

                                                                                                                                                                    • Teams emergency calling (E911).
                                                                                                                                                                    • Early media support for customer service representative initiated outbound call.

                                                                                                                                                                    Enabled for:

                                                                                                                                                                    Admins, makers, marketers, or analysts, automatically
                                                                                                                                                                    Admins
                                                                                                                                                                      Note:
                                                                                                                                                                      • The author created this article with assistance from AI. Learn more

                                                                                                                                                                      Change history


                                                                                                                                                                      General availability date moved to Aug 2025 8/25/2025 12:00:00 AM
                                                                                                                                                                      Timelines:
                                                                                                                                                                      Early Access: ---
                                                                                                                                                                      Public preview: Apr 30, 2025
                                                                                                                                                                      General availability: Aug 2025
                                                                                                                                                                      Last updated: Aug 25, 2025

                                                                                                                                                                      Included in:
                                                                                                                                                                      2025 release wave 1

                                                                                                                                                                      Enabled for:
                                                                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                      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:

                                                                                                                                                                      • Administrators can enable the option to block capacity for messaging and voice channel consultation in the work distribution setting of the corresponding workstreams.
                                                                                                                                                                      • The presence of service representatives is automatically updated when they are engaged in consultation with another representative.
                                                                                                                                                                      • The capacity is automatically released when the consultation session ends or the representative leaves the consulted conversation.

                                                                                                                                                                      Enabled for:

                                                                                                                                                                      Users by admins, makers, or analysts
                                                                                                                                                                      Users
                                                                                                                                                                        Note:
                                                                                                                                                                        • The author created this article with assistance from AI. Learn more

                                                                                                                                                                        Change history
                                                                                                                                                                        Timelines:
                                                                                                                                                                        Early Access: ---
                                                                                                                                                                        Public preview: ---
                                                                                                                                                                        General availability: Oct 2025
                                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                                        Included in:
                                                                                                                                                                        2025 release wave 2

                                                                                                                                                                        Enabled for:
                                                                                                                                                                        Users by admins, makers, or analysts

                                                                                                                                                                        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
                                                                                                                                                                        This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
                                                                                                                                                                          Note:
                                                                                                                                                                          • The author created this article with assistance from AI. Learn more

                                                                                                                                                                          Change history
                                                                                                                                                                          Timelines:
                                                                                                                                                                          Early Access: ---
                                                                                                                                                                          Public preview: ---
                                                                                                                                                                          General availability: Oct 2025
                                                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                                                          Included in:
                                                                                                                                                                          2025 release wave 2

                                                                                                                                                                          Enabled for:
                                                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                                                          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:

                                                                                                                                                                          • Customize wrap-up times to fit your business needs.
                                                                                                                                                                          • Boost agent efficiency and cut down on idle time.
                                                                                                                                                                          • Help manage capacity in a cost-effective way.

                                                                                                                                                                          Enabled for:

                                                                                                                                                                          Users by admins, makers, or analysts
                                                                                                                                                                            Note:
                                                                                                                                                                            • The author created this article with assistance from AI. Learn more

                                                                                                                                                                            Change history
                                                                                                                                                                            Timelines:
                                                                                                                                                                            Early Access: ---
                                                                                                                                                                            Public preview: ---
                                                                                                                                                                            General availability: Aug 2025
                                                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                                                            Included in:
                                                                                                                                                                            2025 release wave 1

                                                                                                                                                                            Enabled for:
                                                                                                                                                                            Users by admins, makers, or analysts

                                                                                                                                                                            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:

                                                                                                                                                                            • Administrators can turn on direct transfer of conversations.
                                                                                                                                                                            • Service representatives can transfer conversations to other representatives in their queue or in other queues without needing to consult first.

                                                                                                                                                                            Enabled for:

                                                                                                                                                                            Users by admins, makers, or analysts

                                                                                                                                                                              Change history
                                                                                                                                                                              Timelines:
                                                                                                                                                                              Early Access: ---
                                                                                                                                                                              Public preview: ---
                                                                                                                                                                              General availability: Jul 31, 2025
                                                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                                                              Included in:
                                                                                                                                                                              2025 release wave 1

                                                                                                                                                                              Enabled for:
                                                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                                                              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:

                                                                                                                                                                              • Administrators can enable unified routing to support assignment of conversations based on shift bookings created in Dynamics 365 or imported from non-Microsoft workforce management solutions.
                                                                                                                                                                              • Service representatives receive conversation assignments only for the time periods when they're scheduled for "working" type bookings. They don't get assignments during breaks and training sessions, and they don't need to manually reset their presence to avoid assignments.

                                                                                                                                                                              Enabled for:

                                                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                                                                Change history


                                                                                                                                                                                General availability date moved to May 2025 5/2/2025 12:00:00 AM
                                                                                                                                                                                Timelines:
                                                                                                                                                                                Early Access: ---
                                                                                                                                                                                Public preview: ---
                                                                                                                                                                                General availability: May 30, 2025
                                                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                                                Included in:
                                                                                                                                                                                2025 release wave 1

                                                                                                                                                                                Enabled for:
                                                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                                                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:

                                                                                                                                                                                • Set up their messaging queues to use the 'least active' assignment method. This method assigns work items to the customer support representative who is least active and has been inactive for the longest time.
                                                                                                                                                                                • Set up their custom assignment methods to sort the matching customer support representatives by their 'least active' times on the messaging channel.

                                                                                                                                                                                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
                                                                                                                                                                                  Note:
                                                                                                                                                                                  • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                  Change history
                                                                                                                                                                                  Timelines:
                                                                                                                                                                                  Early Access: ---
                                                                                                                                                                                  Public preview: ---
                                                                                                                                                                                  General availability: Apr 30, 2025
                                                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                                                  Included in:
                                                                                                                                                                                  2025 release wave 1

                                                                                                                                                                                  Enabled for:
                                                                                                                                                                                  Users by admins, makers, or analysts

                                                                                                                                                                                  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

                                                                                                                                                                                    Change history
                                                                                                                                                                                    Timelines:
                                                                                                                                                                                    Early Access: ---
                                                                                                                                                                                    Public preview: ---
                                                                                                                                                                                    General availability: Apr 18, 2025
                                                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                                                    Included in:
                                                                                                                                                                                    2025 release wave 1

                                                                                                                                                                                    Enabled for:
                                                                                                                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                    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
                                                                                                                                                                                      Note:
                                                                                                                                                                                      • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                      Change history
                                                                                                                                                                                      Timelines:
                                                                                                                                                                                      Early Access: ---
                                                                                                                                                                                      Public preview: ---
                                                                                                                                                                                      General availability: Mar 14, 2025
                                                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                                                      Included in:
                                                                                                                                                                                      2024 release wave 2

                                                                                                                                                                                      Enabled for:
                                                                                                                                                                                      Users by admins, makers, or analysts

                                                                                                                                                                                      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:

                                                                                                                                                                                      • Set a clear and reasonable wait time limit for work items before the system marks them for overflow.
                                                                                                                                                                                      • Define a contingency plan for work items that exceed the wait time limit, such as transferring them to another queue with more agents who can address the customer request.

                                                                                                                                                                                      Enabled for:

                                                                                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                        Change history
                                                                                                                                                                                        Timelines:
                                                                                                                                                                                        Early Access: ---
                                                                                                                                                                                        Public preview: ---
                                                                                                                                                                                        General availability: Feb 28, 2025
                                                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                                                        Included in:
                                                                                                                                                                                        2024 release wave 2

                                                                                                                                                                                        Enabled for:
                                                                                                                                                                                        Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                        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
                                                                                                                                                                                          Note:
                                                                                                                                                                                          • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                          Change history


                                                                                                                                                                                          General availability date moved to Jan 2025 1/29/2025 12:00:00 AM
                                                                                                                                                                                          Timelines:
                                                                                                                                                                                          Early Access: ---
                                                                                                                                                                                          Public preview: ---
                                                                                                                                                                                          General availability: Jan 29, 2025
                                                                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                                                                          Included in:
                                                                                                                                                                                          2024 release wave 2

                                                                                                                                                                                          Enabled for:
                                                                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                                                                          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

                                                                                                                                                                                            Change history
                                                                                                                                                                                            Timelines:
                                                                                                                                                                                            Early Access: ---
                                                                                                                                                                                            Public preview: ---
                                                                                                                                                                                            General availability: Oct 30, 2024
                                                                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                                                                            Included in:
                                                                                                                                                                                            2024 release wave 2

                                                                                                                                                                                            Enabled for:
                                                                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                            Business Value

                                                                                                                                                                                            Messaging channels like persistent chat, Facebook, and WhatsApp provide the flexibility of a single conversation thread that users and agents can access asynchronously. Supervisors managing these channels want to reduce the time it takes to reply to a new interaction in these long-running conversations. With this enhancement to first-in-first-out prioritization, when customers resume interactions on an existing conversation, the system prioritizes them based on the time the conversation was resumed instead of the time the conversation was initiated. Customers who resume their conversations now have a shorter wait.

                                                                                                                                                                                            Feature Details

                                                                                                                                                                                            The first-in-first-out prioritization for live channels uses the conversation start time. However, you can pause conversations that come from asynchronous messaging channels like persistent chat, Facebook, WhatsApp, and SMS. When you pause these conversations, the customer can respond on their own schedule while the conversation continuity stays intact.

                                                                                                                                                                                            This enhancement prioritizes conversations in asynchronous channels by the latest interaction time. For new conversations, the interaction time is the conversation start time. For conversations that resume from the waiting state, the interaction time is the resume time. This enhancement applies to the default first-in-first-out prioritization in the out-of-the-box assignment strategies, which are highest capacity.

                                                                                                                                                                                            Enabled for:

                                                                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                              Change history
                                                                                                                                                                                              Timelines:
                                                                                                                                                                                              Early Access: ---
                                                                                                                                                                                              Public preview: ---
                                                                                                                                                                                              General availability: Sep 30, 2024
                                                                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                                                                              Included in:
                                                                                                                                                                                              2024 release wave 1

                                                                                                                                                                                              Enabled for:
                                                                                                                                                                                              Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                              Business Value

                                                                                                                                                                                              With queue priority-based routing, agents can handle high-value or urgent conversations faster to keep customer satisfaction levels high. This way, businesses can ensure a more efficient use of contact center resources to handle the most pressing issues.

                                                                                                                                                                                              Feature Details

                                                                                                                                                                                              Admins can set the priority for the queues by using the Group Number field. When the system assigns work items, it orders the queues from highest to lowest priority. If queues have the same priority, the system uses the default first-in-first-out work item prioritization. With either the out-of-the-box assignment methods or custom assignment without prioritization rules, the system assigns the oldest item across these queues first.

                                                                                                                                                                                              Queues with custom prioritization rules need to have different queue priorities. If queues with custom prioritization rules share the same priority, the system sorts those queues alphabetically.

                                                                                                                                                                                              Enabled for:

                                                                                                                                                                                              Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                                Change history
                                                                                                                                                                                                Timelines:
                                                                                                                                                                                                Early Access: ---
                                                                                                                                                                                                Public preview: ---
                                                                                                                                                                                                General availability: Aug 15, 2024
                                                                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                                                                Included in:
                                                                                                                                                                                                2024 release wave 1

                                                                                                                                                                                                Enabled for:
                                                                                                                                                                                                Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                                Business Value

                                                                                                                                                                                                Contact centers can reduce the average wait times by handling the customer who waits the longest across the queues.

                                                                                                                                                                                                Feature Details

                                                                                                                                                                                                When agents subscribe to multiple queues with the first-in-first-out prioritization, the system assigns them to the customer who’s been waiting the longest across these queues. This change applies to queues that use one of the following out-of-the-box assignment methods:

                                                                                                                                                                                                • Highest capacity
                                                                                                                                                                                                • Advanced round robin
                                                                                                                                                                                                • Least active routing

                                                                                                                                                                                                Enabled for:

                                                                                                                                                                                                Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                                  Change history
                                                                                                                                                                                                  Timelines:
                                                                                                                                                                                                  Early Access: ---
                                                                                                                                                                                                  Public preview: ---
                                                                                                                                                                                                  General availability: May 31, 2024
                                                                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                                                                  Included in:
                                                                                                                                                                                                  2024 release wave 1

                                                                                                                                                                                                  Enabled for:
                                                                                                                                                                                                  Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                                                  Business Value

                                                                                                                                                                                                  Enhance the forecasting and capacity planning capabilities of the Dynamics 365 Contact Center app for supervisors in your organization by allowing them to override the forecasted output. By incorporating these manual adjustments, you can help them accommodate last-minute changes in your business needs or any special business requirements that aren't captured by forecasts. This feature helps supervisors optimize resource allocation while maintaining high service levels.

                                                                                                                                                                                                  Feature Details

                                                                                                                                                                                                  Supervisors in your organization can upload a reusable override template to the Forecast External Data section to help them enable consistent adjustments across multiple forecasting scenarios. The template can include either absolute override values or percentage-based changes. Percentage overrides dynamically adjust future forecast runs, while fixed values remain constant regardless of subsequent runs.

                                                                                                                                                                                                  Once the initial forecast completes, this feature becomes visible on the forecast configuration page. To apply the override, the uploaded file must be associated with the relevant forecast scenario.

                                                                                                                                                                                                  Enabled for:

                                                                                                                                                                                                  Users by admins, makers, or analysts
                                                                                                                                                                                                  Users
                                                                                                                                                                                                    Note:
                                                                                                                                                                                                    • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                                    Change history
                                                                                                                                                                                                    Timelines:
                                                                                                                                                                                                    Early Access: ---
                                                                                                                                                                                                    Public preview: ---
                                                                                                                                                                                                    General availability: Oct 2025
                                                                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                                                                    Included in:
                                                                                                                                                                                                    2025 release wave 2

                                                                                                                                                                                                    Enabled for:
                                                                                                                                                                                                    Users by admins, makers, or analysts

                                                                                                                                                                                                    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.

                                                                                                                                                                                                    • Long term forecast: Predict conversation and case volumes at a daily level for up to six months.
                                                                                                                                                                                                    • Short term forecast: Generate 15-minute interval forecasts for up to six weeks to manage real-time demand fluctuations.
                                                                                                                                                                                                    • Scenario forecasting: Model different business scenarios to assess their impact on workload and staffing.
                                                                                                                                                                                                    • Data slicing: Break down forecasted data by channels and queues for more granular insights.
                                                                                                                                                                                                    • Import external data: Incorporate historical data from external systems through file import to enhance forecast accuracy.
                                                                                                                                                                                                    • Export forecasts: Download forecast data into spreadsheets for further analysis.
                                                                                                                                                                                                    • Visualize trends: View daily, weekly, and monthly forecast trends using interactive charts.

                                                                                                                                                                                                    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
                                                                                                                                                                                                    This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

                                                                                                                                                                                                      Change history
                                                                                                                                                                                                      Timelines:
                                                                                                                                                                                                      Early Access: ---
                                                                                                                                                                                                      Public preview: ---
                                                                                                                                                                                                      General availability: May 2, 2025
                                                                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                                                                      Included in:
                                                                                                                                                                                                      2025 release wave 1

                                                                                                                                                                                                      Enabled for:
                                                                                                                                                                                                      Users by admins, makers, or analysts

                                                                                                                                                                                                      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:

                                                                                                                                                                                                      • Required staff: Align shift staffing with the capacity plan to make sure the right number of service representatives are scheduled based on forecasted demand.
                                                                                                                                                                                                      • Assign skills: Make sure the right service representatives with the necessary skills are scheduled for each shift.
                                                                                                                                                                                                      • Queue coverage: Define the queues that the shift plan supports to maintain service consistency.
                                                                                                                                                                                                      • Shift activities: Specify activities such as work, training, breaks, and lunch to structure shifts effectively.
                                                                                                                                                                                                      • Calendar: Set operational parameters, including shift days, times, and time zones, for better organization.

                                                                                                                                                                                                      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

                                                                                                                                                                                                        Change history
                                                                                                                                                                                                        Timelines:
                                                                                                                                                                                                        Early Access: ---
                                                                                                                                                                                                        Public preview: ---
                                                                                                                                                                                                        General availability: May 2, 2025
                                                                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                                                                        Included in:
                                                                                                                                                                                                        2025 release wave 1

                                                                                                                                                                                                        Enabled for:
                                                                                                                                                                                                        Users by admins, makers, or analysts

                                                                                                                                                                                                        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:

                                                                                                                                                                                                        • Submit time-off requests directly from the My Schedule view or Request Management.
                                                                                                                                                                                                        • View approved time-off visually on the My Schedule calendar.

                                                                                                                                                                                                        For supervisors:

                                                                                                                                                                                                        • Receive notifications of new time-off requests via email or in-app alerts.
                                                                                                                                                                                                        • Review and manage time-off requests in the Request Management view.

                                                                                                                                                                                                        For schedulers:

                                                                                                                                                                                                        • Stay informed with notifications when time-off is approved.
                                                                                                                                                                                                        • View agents' time-off within the schedule view, allowing for informed scheduling decisions.

                                                                                                                                                                                                        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

                                                                                                                                                                                                          Change history
                                                                                                                                                                                                          Timelines:
                                                                                                                                                                                                          Early Access: ---
                                                                                                                                                                                                          Public preview: ---
                                                                                                                                                                                                          General availability: May 2, 2025
                                                                                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                                                                                          Included in:
                                                                                                                                                                                                          2025 release wave 1

                                                                                                                                                                                                          Enabled for:
                                                                                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                                                                                          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:

                                                                                                                                                                                                          • Metrics: Track adherence percentage, total scheduled time, time in current state, and time out of adherence.
                                                                                                                                                                                                          • Visual Charts: Display adherence trends, compare scheduled versus actual activity, and show time spent in different channels.

                                                                                                                                                                                                          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
                                                                                                                                                                                                            Note:
                                                                                                                                                                                                            • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                                            Change history
                                                                                                                                                                                                            Timelines:
                                                                                                                                                                                                            Early Access: ---
                                                                                                                                                                                                            Public preview: ---
                                                                                                                                                                                                            General availability: May 2, 2025
                                                                                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                                                                                            Included in:
                                                                                                                                                                                                            2025 release wave 1

                                                                                                                                                                                                            Enabled for:
                                                                                                                                                                                                            Users by admins, makers, or analysts

                                                                                                                                                                                                            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:

                                                                                                                                                                                                            • Bid for shifts: Service representatives can see available shifts and send bids right from the My Schedule view or Request Management.
                                                                                                                                                                                                            • Select preferred shifts: Representatives can bid on their preferred working hours by choosing shifts that fit their personal schedules.
                                                                                                                                                                                                            • Shift release for bidding: Schedulers can release shift plans for bidding, so service representatives can select the shifts they want.
                                                                                                                                                                                                            • Bidding management: Schedulers can review and manage shift bidding requests within the shift plan or Request Management view to keep coverage steady.

                                                                                                                                                                                                            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

                                                                                                                                                                                                              Change history
                                                                                                                                                                                                              Timelines:
                                                                                                                                                                                                              Early Access: ---
                                                                                                                                                                                                              Public preview: ---
                                                                                                                                                                                                              General availability: May 2, 2025
                                                                                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                                                                                              Included in:
                                                                                                                                                                                                              2025 release wave 1

                                                                                                                                                                                                              Enabled for:
                                                                                                                                                                                                              Users by admins, makers, or analysts

                                                                                                                                                                                                              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:

                                                                                                                                                                                                              • Submit swap requests: Service representatives can submit shift swap requests from the My Schedule view or via Request Management.
                                                                                                                                                                                                              • 1:1 swap or public request: Representatives can swap shifts with a colleague on a 1:1 basis or post their swap request publicly for any team member to pick up.
                                                                                                                                                                                                              • Notifications: Both service representatives and supervisors receive email or in-app alerts when a swap request is accepted or rejected.
                                                                                                                                                                                                              • Supervisor oversight: Supervisors receive notifications when swap requests are made and can review, approve, or decline them to ensure appropriate coverage and scheduling alignment.

                                                                                                                                                                                                              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

                                                                                                                                                                                                                Change history
                                                                                                                                                                                                                Timelines:
                                                                                                                                                                                                                Early Access: ---
                                                                                                                                                                                                                Public preview: ---
                                                                                                                                                                                                                General availability: May 2, 2025
                                                                                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                                                                                Included in:
                                                                                                                                                                                                                2025 release wave 1

                                                                                                                                                                                                                Enabled for:
                                                                                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                                                                                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:

                                                                                                                                                                                                                • Manual scheduling: Assign service representatives to shifts individually based on operational needs.
                                                                                                                                                                                                                • Automatic scheduling: Generate schedules automatically with a single click, based on scheduling constraints.
                                                                                                                                                                                                                • Break distribution: Schedule breaks across service representatives to help ensure continuous coverage during shifts.

                                                                                                                                                                                                                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
                                                                                                                                                                                                                  Note:
                                                                                                                                                                                                                  • The author created this article with assistance from AI. Learn more

                                                                                                                                                                                                                  Change history
                                                                                                                                                                                                                  Timelines:
                                                                                                                                                                                                                  Early Access: ---
                                                                                                                                                                                                                  Public preview: ---
                                                                                                                                                                                                                  General availability: May 2, 2025
                                                                                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                                                                                  Included in:
                                                                                                                                                                                                                  2025 release wave 1

                                                                                                                                                                                                                  Enabled for:
                                                                                                                                                                                                                  Users by admins, makers, or analysts

                                                                                                                                                                                                                  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

                                                                                                                                                                                                                    Change history
                                                                                                                                                                                                                    Timelines:
                                                                                                                                                                                                                    Early Access: ---
                                                                                                                                                                                                                    Public preview: ---
                                                                                                                                                                                                                    General availability: May 2, 2025
                                                                                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                                                                                    Included in:
                                                                                                                                                                                                                    2025 release wave 1

                                                                                                                                                                                                                    Enabled for:
                                                                                                                                                                                                                    Users by admins, makers, or analysts

                                                                                                                                                                                                                    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:

                                                                                                                                                                                                                    • Day view: Service representatives see their shifts and activities scheduled for the current day.
                                                                                                                                                                                                                    • Week view: Displays the entire week's shifts, which helps representatives plan and manage their time effectively.
                                                                                                                                                                                                                    • Month view: Provides a high-level overview of the month's schedule, including shifts and time-off requests.
                                                                                                                                                                                                                    • Agenda view: Displays a list of scheduled shifts and activities for easy viewing of upcoming tasks.

                                                                                                                                                                                                                    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

                                                                                                                                                                                                                      Change history
                                                                                                                                                                                                                      Timelines:
                                                                                                                                                                                                                      Early Access: ---
                                                                                                                                                                                                                      Public preview: ---
                                                                                                                                                                                                                      General availability: May 2, 2025
                                                                                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                                                                                      Included in:
                                                                                                                                                                                                                      2025 release wave 1

                                                                                                                                                                                                                      Enabled for:
                                                                                                                                                                                                                      Users by admins, makers, or analysts