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Dynamics 365

Microsoft Dynamics 365 Blog

Blog posts for: Business Decision Makers IT Professionals
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IT Professionals
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Apr 15
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2 min read

Inspection builder preview: digital transformation made easy with AI 

In today’s digital era, many organizations still rely on paper for inspections, leading to inefficiencies and extra effort to digitize data. Dynamics 365 Field Service’s new inspection builder, powered by Copilot, addresses these challenges by seamlessly converting paper forms into digital templates, streamlining the process and enhancing data management.

people looking at a computer
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Published
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4 min read

Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations  

The quote lines represent the high-level components of work being delivered, while the quote line details capture granular estimates, tying in scheduling, cost, and revenue details. Each quote line is also linked to contracting models and chargeable components, allowing for accurate modeling of revenue spread, project spending, and profitability, both at the quote level and also for each individual component.   We designed the recent update around three key goals:  + Elevating the overall user experience  + Leveraging new platform capabilities  + Simplifying user interactions when creating and managing quotes

Developer at computer
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4 min read

Use agreements in Field Service to automatically generate recurring work orders  

Agreements in Dynamics 365 Field Service help streamline recurring operations consistently. You define the terms and conditions of your service contracts, such as frequency, duration, resources, products, and services involved--automate recurring work orders in Field Service. Through agreements, you can automate work order and booking generation, eliminating the need for manual creation and reducing administrative overhead.

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2 min read

Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent  

When optimizing the schedule, the agent considers existing bookings as well as additional unfulfilled requirements. You can influence the schedule generated by the agent by crafting requirement views according to business objectives. For example, if you are trying to compensate for cancelled bookings, you may want to select requirements which have promise windows which are soon to expire. 

A man and woman looking at a laptop
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3 min read

Simplifying License Management for Dynamics 365 Finance and Operations: Improved User License Validation 

Starting April 30th, Dynamics 365 administrators will gain access to new license usage reporting tools, centralizing user license management. Unassigned users will receive notifications to request license assignment. By August 30th, licenses will be required for accessing Dynamics 365 Finance and Operations applications. Existing license holders will experience no disruption.

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2 min read

Naming updates to Copilot Service workspace and service representatives 

In today’s fast-evolving customer service landscape, the integration of AI, such as Copilot and autonomous agents, is transforming how businesses interact with their customers. However, this advancement brings about the need for clear and precise terminology to avoid confusion. Renaming the apps To ensure our AI experiences align with Microsoft’s AI-first vision, we will differentiate

Man with headset at computer.
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1 min read

Teams Phone extensibility for Dynamics 365 Contact Center  

Contact centers play a crucial role in delivering exceptional customer support and driving business growth. With the rise of digitalization and advanced technologies, AI and automation have become essential for streamlining operations, improving efficiency, and nurturing stronger customer relationships.  Today during Enterprise Connect, we announced Teams Phone extensibility for Microsoft Dynamics 365 Contact Center.   Beginning

Real people. Male doctor wearing scrubs, glasses, and face mask standing and speaking in medical facility in Liberia.
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2 min read

Dynamics 365 Contact Center strengthens patient trust with HIPAA compliance  

We’re excited to share that as of March 5, 2025, Microsoft Dynamics 365 Contact Center has officially become Health Insurance Portability and Accountability Act (HIPAA) compliant. This significant achievement highlights our dedication to security, privacy, and regulatory standards, particularly benefiting customers in healthcare.  Why HIPAA compliance matters  Healthcare providers deal daily with sensitive patient information,

Photo of salespeople in a meeting in a casual setting.
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2 min read

Update the connection limits for custom Contact Center reports  

Dynamics 365 Contact Center provides out-of-the-box analytics that monitor key operations metrics in a contact center. Customers can leverage data model customization and extend these analytics to fit their organizational needs. When customizing real-time analytics, there is a potential that the reports are slow and don’t meet the performance goals your organization expects. One way to

Executive sitting at desk using laptop in an office with a panoramic view. Including Copilot logo.
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2 min read

Unlock the Customer Feedback Survey Agent powered by Copilot Studio 

Contact center managers can use Copilot Studio Survey in the Contact Center admin center to dynamically respond to customer feedback.   Traditionally, management can take a long time to act on the feedback that customers provide. Additionally, managers may have to use various tools to capture customer feedback across different channels. In the era of AI, we can reimagine customer feedback management in Dynamics to enable real-time, automated, and personalized feedback loops, helping our customers unlock immense business value.  With this feature, contact center managers can use the generative AI capabilities of Copilot Studio bots to streamline the survey configuration process across channels. Supervisors get a holistic view of the feedback, all while maintaining flexibility and customization.

A hand holding a phone with a picture of a machine
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2 min read

Spatial annotations for frontline technicians with Dynamics 365 Field Service & Microsoft Teams 

Using spatial annotations is as straightforward as joining a Teams meeting or making a call. With the front-facing camera, users share their view with remote participants for real-time collaboration while in the flow of work.  Technicians in the field can place 3D arrow and ink annotations by tapping on their video to discuss with remote peers.

A close up of a folder, Release Wave 1 clean-up
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Published
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3 min read

Essential Clean-Up Guide for Partners: 2025 Release Wave 1 

Microsoft is doing some housekeeping in Business Central and will introduce significant changes with the 2025 release Wave 1. We will permanently delete all tables, table extensions, and table fields that have remained in the “Obsolete::Removed” state for more than one major release. This sweeping clean-up will affect the Base Application and all other first-party apps. Over 150 tables have been removed to optimize and clean up the application code. Moving forward, Microsoft will adopt a clean-up cycle every fifth release, ensuring a smooth transition. This blog describes what you need to know about these changes and how to prepare your applications.