Microsoft Expands Dynamics 365 Capabilities on the Path to Agentic ERP

AI is changing not only what ERP can do, but how work gets done. Microsoft’s latest Dynamics 365 announcement brings new capabilities across core business operations while advancing its vision for agentic ERP, where people and AI work together across business processes.

The focus is increasingly on connecting people, data and processes so AI can work with the context of the business, rather than operating separately from it. The announcement also marks a shift toward a more continuously updated roadmap, with a view of new and upcoming Dynamics 365 capabilities through March 2027.

What is Changing Across Dynamics 365?

The new capabilities cover some of the most important areas of business operations.

Finance

Dynamics 365 Finance is getting a redesigned financial journals experience aimed at higher transaction volumes and more complex cross-legal-entity scenarios. Account Reconciliation Agent is being expanded to resolve exceptions in bulk, while Accounts Payable (AP) automation gains AI invoice recognition and suggestions for completing finance entries.

Finance Agent is also gaining skills for reconciliation, data preparation, variance analysis, collections and business intelligence across Microsoft 365 surfaces including Copilot, Excel, Outlook and Teams, with native Finance connectivity and connectors to other systems.

Microsoft is also making its Business Performance Planning demo data and starter kit generally available, alongside France e-invoicing and e-reporting support.

Supply Chain Management

Supply Chain Management is gaining more decision support across procurement, planning, supplier engagement and warehouse operations.

A procurement agent impact analysis capability, now in public preview, can trace a supplier-proposed purchase order change through affected sales orders, production orders, transfer orders and projected inventory. Demand planning now includes generally available generative insights for seasonality, trends and signal correlations, alongside external signals such as inflation, pricing and weather.

Supplier Engagement is in public preview, bringing onboarding, RFQs (requests for quotation), purchase orders and invoicing into a connected workspace and supplier portal. Microsoft is continuing to expand warehouse management capabilities, with dynamic item placement coming next. Rental management capabilities are also coming to public preview, connecting quoting, contracts, inspections, returns and billing.

Project Operations

For project-based businesses, new capabilities focus on keeping scope, financials, billing and resources aligned as projects change.

Change order management is coming to public preview, providing a structured and auditable way to incorporate contract changes into billing schedules. Subscription billing is also coming, with recurring billing schedules, invoice generation and flexible and tiered pricing.

A new time-phased staffing view brings task assignments, project bookings and available capacity into one timeline. Microsoft is also adding an option to recognize project revenue against the original cost estimate when that accounting approach is appropriate.

Commerce

Dynamics 365 Commerce is expanding its B2B capabilities, including a single sign-in for buyers managing purchases across multiple outlets, legal entities and fulfilment channels, with on-account and credit validation. Trade POS is also gaining bulk order capture, contacts on orders and quotations, direct order release to the warehouse and streamlined pickup workflows.

On the agentic side, the Dynamics 365 Commerce MCP server is now in public preview, providing a foundation for customers and partners to develop their own agentic commerce scenarios.

Field Service

Field Service is gaining a Scheduling Operations Agent, currently in public preview, which can help dispatchers optimize multiple resources against defined objectives and review proposed changes before applying them. Scheduled optimisation is planned as a next step.

Connected workflows across Field Service, Project Operations and Finance are now generally available. Work orders can be created directly from or linked to project tasks, connecting field execution with project scope and task-based billing. A mobile-first notes experience is also generally available, allowing technicians to capture text, images and video directly in work orders.

Human Resources

Dynamics 365 Human Resources is expanding across the employee lifecycle, from talent pools, referrals, digital offers and preboarding through learning, succession, performance, benefits, leave, HR-aware time entry and reporting.

Agentic capabilities are also being introduced into HR. Candidate assessment and onboarding are gaining agentic experiences, while new HR business skills will make more hire-to-retire workflows available through Microsoft Copilot, Copilot Cowork and agents.

Sustainability

Microsoft is also strengthening Dynamics 365 Sustainability around governance and auditability.

New capabilities are designed to provide clearer data trails for sustainability reporting, including source activity data, emission factors, calculation logic and reporting filters. Reporting period controls and governed ESG data collection are also being introduced to support more structured review, evidence and approval processes.

A New Way of Following the Dynamics 365 Roadmap

There is another important change behind these product updates. Microsoft is moving beyond traditional release waves with its AI at Work roadmap, providing a more continuously updated view of innovation across Dynamics 365, Power Platform and Dataverse.

The latest announcement gives a snapshot of new and upcoming Dynamics 365 ERP capabilities through March 2027. For organisations planning their ERP roadmap, this provides a clearer view of what is becoming available and what is coming next.

The Foundation Still Matters

The most significant part of this announcement may not be any single new feature. As more agents interact with ERP processes, the quality of the underlying ERP environment becomes increasingly important.

Reliable data. Connected processes. Clear business logic. Appropriate security. Defined permissions.

These are what allow agents to work with business context rather than simply generate information around it. That is the direction Microsoft is describing with agentic ERP: connecting how people work with how the business operates, while keeping Dynamics 365 at the centre of the business process foundation.

Microsoft Introduces Dynamics 365 Activate: What It Means for CRM Migration Projects

Microsoft has introduced Dynamics 365 Activate, an AI-powered tool designed to help organizations move to Dynamics 365 with less manual effort and greater visibility throughout the implementation process.

The first capabilities are now available in public preview for organizations migrating from Salesforce to Dynamics 365. Microsoft says Activate can analyze an existing Salesforce environment, identify data, business processes, customizations and dependencies, and use that information to support migration planning and execution.

For organizations considering a CRM migration, the announcement raises a more practical question: what does AI-assisted migration actually change for the project?

Why CRM Migrations Are More than Moving Data

A CRM migration rarely starts with a clean system.

Years of customization can leave organizations with complex data structures, workflows, integrations, business rules and processes that are difficult to map from one platform to another. Data quality can vary across departments, while some customizations may no longer reflect how the business operates today.

There is also a business side to the migration. Employees need to adapt to new processes and ways of working, making adoption and change management part of the project from the beginning.

This makes discovery one of the most important stages of a migration project.

Before deciding what to migrate, teams need to understand what they already have and, equally importantly, what they actually need going forward.

How Dynamics 365 Activate Aims to Help

Activate is designed to bring AI into this part of the implementation process.

According to Microsoft, the Salesforce migration capabilities can analyze the existing CRM environment, profile data and entities, identify relationships and dependencies, and surface customizations that require attention. The resulting context can help teams assess migration scope and identify potential issues earlier.

The objective is not simply to reproduce the existing Salesforce environment inside Dynamics 365.

The information gathered during discovery can help customers and implementation teams decide what to preserve, what to simplify and what to redesign before migration begins.

That distinction matters. A successful migration should move the business forward, rather than simply recreate years of accumulated complexity in a new system.

What Could this Mean for Customers?

For organizations already evaluating a Salesforce-to-Dynamics 365 migration, Activate is particularly relevant during the assessment and planning stages.

Its potential value is in making the existing environment easier to understand before major migration decisions are made. That can mean less manual discovery work, better visibility into migration scope and earlier identification of dependencies or potential risks.

Does that make Salesforce migration easier? Potentially, particularly where the existing environment is complex. But Activate does not remove the decisions involved in determining what the future CRM should look like. The benefit comes from giving teams better information to make those decisions.

It is also not limited conceptually to new Dynamics 365 customers. Microsoft’s broader vision for Activate includes existing Dynamics 365 customers that want to expand into new applications, processes, geographies or business units. For these organizations, the goal is to build on existing business context rather than repeat lengthy discovery for every new implementation.

The current public preview, however, is specifically focused on Salesforce-to-Dynamics 365 migration. Microsoft has indicated that additional CRM and ERP migration scenarios will follow, with ERP capabilities planned later in 2026.

What Happens to the Implementation Partner?

AI-assisted migration does not make implementation expertise less relevant. It changes where that expertise can have the greatest impact.

If AI can accelerate discovery and analysis, implementation teams can spend less time reconstructing the legacy environment and more time applying business and industry knowledge to the future one.

That includes business process design, solution architecture, data strategy, integrations, testing, governance and change management.

For customers, this distinction matters. The technology can help answer what exists and identify potential migration considerations. Experienced implementation teams are still needed to determine what should change and how those changes should work in the context of the business.

That is ultimately the significance of Dynamics 365 Activate. It is not simply another migration utility. It reflects a broader shift toward AI-assisted implementation, where more of the analysis can be automated while the decisions shaping the future business environment remain collaborative and human-led.

For organizations considering a move to Dynamics 365, the question is becoming less about how much of the old system can be moved, and more about what is worth taking forward.

Microsoft Introduces a New AI-Powered Operating Model for Customer Experience in Dynamics 365

Microsoft has announced a new AI-powered operating model for customer experience in Dynamics 365, bringing together customer service, contact center operations, workforce engagement management (WEM), and AI capabilities within a unified platform.

The announcement reflects a shift in how organizations deliver customer service as AI becomes more integrated into business operations. Customer service leaders are increasingly responsible not only for managing human teams, but also for overseeing AI agents that participate in service delivery. This creates new requirements for visibility, coordination, and performance management across both human and digital workers.

A New Operating Model for Customer Experience

According to Microsoft’s 2026 Work Trend Index, organizations are entering a new phase of AI adoption in which AI agents become part of the workforce and contribute to business processes alongside employees.

To support this transition, Microsoft is expanding Dynamics 365 with capabilities that help organizations coordinate people and AI within a single operating model. At the core is a unified platform built on a single data model that connects Customer Service, Contact Center, Workforce Engagement Management, and AI capabilities. This provides a consistent view of customer interactions, workforce performance, and operational data across the service lifecycle.

The approach is designed to reduce fragmentation across customer service operations and support more informed decision-making using real-time operational insights.

Workforce Engagement Management in Dynamics 365

Microsoft is embedding Workforce Engagement Management directly into Dynamics 365 Customer Service and Dynamics 365 Contact Center, reducing reliance on separate tools and enabling a more unified approach to service operations.

The integrated WEM capabilities include demand forecasting, scheduling, adherence monitoring, intraday shift swapping, shift bidding, and time recording. These capabilities allow organizations to manage workforce operations directly within Dynamics 365 while maintaining a unified operational view.

Microsoft also notes that organizations can continue using existing third-party workforce management solutions through supported integrations, enabling a phased modernization approach.

Three Key Capability Areas

The announcement is structured around three main capability areas:

1. Embedded Workforce Engagement Management

Workforce Engagement Management is now integrated into Dynamics 365 Customer Service and Dynamics 365 Contact Center, enabling workforce planning and execution within the same environment as customer service operations.

2. AI Coaching and Operational Insights

AI-powered coaching provides real-time recommendations and performance insights to support employee development and help improve service quality. It also enables supervisors to identify operational issues based on live data.

3. Real-Time Wallboards

Microsoft is introducing real-time wallboards in Dynamics 365 Contact Center, providing supervisors with live visibility into service levels, backlog, and operational performance to support real-time operational awareness.

Together, these capabilities support connected planning, execution, and monitoring across customer service operations.

Managing Human Agents and AI Agents Together

A key element of the new operating model is the ability to manage both human service representatives and AI agents within the same environment.

As AI agents take on defined service tasks, human agents are able to focus on more complex customer interactions. Supervisors gain a consolidated view of performance across both human and AI contributors, supported by operational data and AI-driven insights.

Microsoft emphasizes that supervisors remain in control of how AI is applied within customer service workflows, using defined rules and operational guidance to shape system behavior.

Supporting Customer Service Operations

With these updates, Microsoft is positioning Dynamics 365 as a connected platform for customer service operations, bringing together customer service, contact center, workforce engagement management, and AI capabilities in a single environment.

By unifying these capabilities, organizations can reduce fragmentation across tools and processes and improve visibility across workforce planning, service execution, and operational performance.

The announcement represents another step in Microsoft’s broader strategy to embed AI across Dynamics 365 and support organizations as customer service operations continue to evolve.

Copilot Cowork: When AI Stops Assisting and Starts Executing

Artificial intelligence has already transformed how we work, helping us quickly find answers, draft emails, and surface insights. But the next evolution of AI is even more ambitious: finishing the work. That is exactly what Copilot Cowork is designed to do.

Copilot Cowork takes Microsoft 365 Copilot beyond a conversational assistant and turns it into a true work partner. Instead of prompting for content, you simply describe the outcome you want. Cowork handles the execution.

Turning Intent into Action

At the core of Copilot Cowork is a simple principle: outcomes matter more than prompts. When you delegate a task, Cowork builds a plan, draws on your actual work context, and begins executing across Microsoft 365 apps. Emails, meetings, files, and data all inform how the work gets done.

This intelligence comes from Work IQ, which uses signals from Outlook, Teams, Excel, and the broader Microsoft 365 environment. The result is AI that understands your workflow and context just as you do.

More importantly, control never leaves your hands. Cowork pauses at key moments with clear checkpoints, asks for clarification when needed, and shows recommended actions before applying them. Multiple tasks can progress in parallel while you stay focused on what matters most.

How Cowork Fits into Real Workdays

Microsoft highlights four practical scenarios that show Copilot Cowork in action:

1. Calendar Optimization

Cowork can review your Outlook schedule, identify conflicts or low-priority meetings, and propose changes. With approval, it reschedules meetings, declines where appropriate, and protects focus time. The result: you gain back control of your week.

2. End-to-End Meeting Preparation

Instead of juggling documents and deadlines, Cowork gathers inputs from emails and files, schedules prep time, and creates a connected set of deliverables: briefing document, supporting analysis, and a client-ready deck. Follow-ups are drafted, decisions are captured, and everything is organized and ready to share.

3. Fast, Trustworthy Company Research

Deep research takes time and rigor. With Cowork, you can offload company research across web and work sources. It gathers earnings reports, SEC filings, analyst commentary, and relevant news, then organizes findings with clear citations.

Instead of assembling inputs manually, you get an executive summary ready to send, a structured research memo with clear assumptions and supporting analysis, and an Excel workbook with labeled tabs. When work is cross-functional and time-sensitive, Cowork also coordinates the workflow to deliver both the narrative and the plan.

4. Product Launch Coordination

For fast-moving launches, Cowork takes you from intent to full execution. It builds competitive comparisons in Excel, distills differentiation into a value proposition document, generates a customer pitch deck, and outlines milestones, owners, and next steps. Strategy translates into coordinated action, giving you a coherent story and all supporting files.

Your team can distribute, review, and refine the materials as the launch evolves, without stitching together versions across tools.

Built for Enterprise Trust

Copilot Cowork operates entirely within Microsoft 365’s security and governance framework. Permissions, compliance policies, and auditing apply by default, keeping work safe in a protected cloud environment.

Microsoft also takes a multi-model approach, integrating Claude Cowork technology alongside other leading AI models. Copilot selects the best model for the task, ensuring flexibility and ongoing innovation.

What This Means for Organizations

Adopting Copilot Cowork allows organizations to move from task management to outcome driven work. Teams can coordinate more efficiently, reduce repetitive work, and focus on initiatives that deliver real business impact.

Dynamics 365 2026 Release Wave 1: What Actually Matters for Your Business

Microsoft has unveiled 2026 Release Wave 1 for Dynamics 365, Power Platform, and Copilot Studio. Published on March 18, 2026, the release plans outline capabilities rolling out from April through September.

Unlike previous updates, this wave isn’t just about features. It represents a strategic shift: AI is moving from an assistant role into a partner role, actively supporting decisions, automating processes, and helping organisations achieve measurable business outcomes.

But beyond the long list of features, the real question for business leaders is: How can these capabilities help your teams work smarter and deliver better results?

Wave 1 gives organisations the opportunity to leverage technology to accelerate operations, improve customer engagement, and scale intelligently across departments.

Dynamics 365 Highlights

Across Dynamics 365, the focus is clear: embed AI directly into business processes to improve performance across customer engagement and operations.

In Sales, AI enhances pipeline visibility and prioritisation by analysing customer signals, historical interactions, and deal progression patterns. Insights and recommendations are delivered in context, enabling more informed and timely decisions.

For Customer Service and Contact Center, the emphasis is on consistency and efficiency. AI supports faster case resolution through intelligent routing, real-time summarisation, and contextual guidance, leveraging unified customer data and interaction history to improve accuracy and response times.

In Field Service, predictive capabilities and AI-driven scheduling optimise resource allocation by analysing asset data, service history, and availability constraints, reducing downtime and enabling more proactive service delivery.

Across Finance and Supply Chain, automation and anomaly detection are powered by pattern recognition across transactional and operational data. This enables earlier identification of risks, improved forecasting accuracy, and more resilient planning processes.

Copilot is increasingly embedded directly within these applications, operating within model-driven apps and business workflows to provide in-context recommendations, automation triggers, and next-best actions. The common thread is clear: AI is no longer separate from the workflow, it is embedded within it.

The result is faster decision-making, reduced manual effort, and more consistent outcomes across teams.

Microsoft Power Platform and Copilot Studio Highlights

Wave 1 reinforces the Power Platform as the foundation for building and scaling AI-driven solutions.

Power Apps and Power Pages introduce more advanced AI-assisted development, enabling organisations to generate applications, logic, and interfaces using natural language. This reduces development effort while making enterprise-grade solutions more accessible.

Power Automate evolves toward AI-native automation, supporting more complex scenarios through intelligent document processing, generative actions, and human-in-the-loop workflows.

With Copilot Studio, organisations can design and manage AI agents that operate across business processes. These agents can orchestrate multi-step workflows, connect to enterprise data, and operate across multiple channels—while being monitored and optimised over time.

Underpinning all of this, Dataverse continues to act as the unified data layer, ensuring AI is grounded in accurate, contextual business data. At the same time, enhancements in governance provide greater visibility, control, and security as organisations scale AI adoption.

Governance and administration

Enhancements to governance and administration provide:

Improved visibility into AI usage and adoption
Tools to manage capacity and automation at scale
Stronger security and compliance controls

These capabilities are critical for scaling AI across the enterprise while maintaining control.

Updates to Role-Based Agents in Microsoft 365 Copilot

Role-based Copilot agents are becoming more embedded in daily work, operating directly within tools such as Outlook and Teams.

These agents combine organisational data, user context, and workflow signals to deliver insights and execute actions in real time.

From sales agents surfacing CRM insights, to service agents generating responses, to finance agents supporting analysis, the focus is consistent: reducing manual effort and accelerating the path from insight to action.

Business Applications Update

Beyond individual capabilities, Wave 1 reflects a broader shift toward continuous innovation and AI-first applications.

Microsoft is moving away from large, discrete updates toward a more incremental delivery model, allowing organisations to adopt capabilities based on priority and readiness.

At the same time, tighter integration across Dynamics 365, Microsoft 365, and the Power Platform creates a more connected environment where data, processes, and AI work together.

The result is a unified operating model where intelligence is embedded across systems, enabling more coordinated and scalable business processes.

The AXM365 Perspective

Dynamics 365 is evolving from a system of record into a system of action. The organizations that will benefit most are those that approach this release strategically as part of a long-term roadmap, not a one-time upgrade. By aligning new capabilities with real business scenarios, you can turn the tools into real operational leverage.

This is not about adopting everything at once. It’s about making the right choices, aligned with your business priorities.

Final Takeaway

The value of Wave 1 comes from intentional adoption, not feature activation.

The most successful organisations are the ones that realize:

AI is no longer a nice‑to‑have — it’s a core operational capability.
Data is no longer static — it’s actionable across teams.
Work is no longer manual — it’s orchestrated by intelligent agents.

Microsoft Brings Copilot Business to Small and Medium Companies

Microsoft just announced a new AI-powered productivity tool for small- and medium-sized businesses. Here comes Microsoft 365 Copilot Business!

AI Productivity for Every Small and Medium Business

Since its introduction in 2013, Microsoft 365 Copilot Business has become a must-have AI companion for companies worldwide. But it wasn’t affordable for everyone. Today, Microsoft is taking small- and medium-sized companies into consideration, offering a version tailored to their budget and needs.

Starting December 1^st 2025, Copilot Business will be available worldwide, with the same Microsoft 365 Copilot Business capabilities, now offered at more adaptable pricing. The one condition: your organization must have no more than 300 users.

What Copilot Business Delivers

Copilot Business provides a unified, work-ready AI experience across Word, Excel, PowerPoint, Outlook, and Teams, all powered by Work IQ, which learns your role, routines, and organizational context. It handles repetitive tasks, highlights key insights, and works within your existing security and privacy controls, letting you adopt AI confidently with zero extra setup.

Designed to help small- and medium-sized businesses compete, it speeds up emails, reports, and proposals so teams can focus on more strategic work. And with Copilot Chat, Search, Pages, Notebooks, and customizable agents built into one interface at no additional cost, you get powerful, enterprise-grade AI that elevates productivity.

Select the Plan That Fits Your Business Needs

Microsoft has taken it even further to help you choose the best option for your organization out of the few choices:

Microsoft 365 Business Basic + Copilot Business: Essential web and mobile AI-powered apps to help your team work confidently and make faster, smarter decisions.
Microsoft 365 Business Standard + Copilot Business: Everything in Basic plus the full suite of desktop Office apps for a complete, integrated work experience from any device.
Microsoft 365 Business Premium + Copilot Business: All the benefits of Standard, along with advanced security and device management to protect your business as you scale.

Get started with Copilot Business and see how AI can transform your SMB today.

Microsoft Unveils the New Business Central Logo

Microsoft has officially introduced a refreshed Business Central logo at this year’s Directions EMEA conference in Poznań, Poland, marking the beginning of a new era for one of the most trusted ERP solutions for small and mid-sized businesses.

The new visual identity aligns with Microsoft’s broader strategy to unify the product ecosystem under a consistent, contemporary design language across all apps and services.

It also reinforces Microsoft Dynamics 365 Business Central’s position as a modern, AI-enabled platform that connects every part of a business, from finance and operations to sales and supply chain.

Photo Credits: Microsoft Dynamics 365 Business Central via LinkedIn

As a global Microsoft partner, AXM365 welcomes this evolution and the continued innovation behind Microsoft Dynamics 365 Business Central.

Our mission remains the same: helping organizations modernize their ERP landscape, simplify operations, and unlock value through Microsoft’s latest capabilities.

What’s New in Microsoft Dynamics 365 Finance

The latest Microsoft Dynamics 365 Finance update brings key improvements, including features that are new, changed or enhanced, designed to make financial processes faster, more accurate, and easier to manage. All this will be available on the following schedule:

Preview of release: October 2025
General availability of release (self-update): December 2025
General availability of release (auto-update): February 2026

New or Changed Features

A number of new and changed features have been introduced to simplify finance workflows and enhance overall efficiency.

Accounts Receivable

Faster Global Transaction Page— Optimized performance for large datasets, allowing quicker lookups and smoother navigation.
Structured QR-Bill Addresses (Switzerland)— Supports structured “S-type” addresses for both biller and debtor, improving accuracy and compliance in Swiss billing.

Fixed Assets

Stable Acquisition Proposals— Recurring batch jobs for asset acquisitions now continue even if older journals are deleted, preventing interruptions.
Consistent Asset Naming— Asset names from purchase orders remain intact; new details are added without overwriting existing data.
Accurate Transaction Timing— Inventory sold transactions now post at the correct time for cleaner and more reliable financial tracking.
(Preview) Intercompany Asset Transfers— A new data entity streamlines transfers between legal entities, helping organizations automate asset management.

Subscription Billing

Optimized Batch Processing— Reduced a significant amount of chattiness in batch process.
Faster Invoice Posting— Billing schedule invoices now post using multithreaded batch processing, allowing multiple invoices to be processed in parallel for significantly faster execution.
(Preview) Parallel Deferral Recognition— Enhanced the subscription billing deferral recognition batch process by processing deferral data in parallel, allowing each run to complete more efficiently.

Enhanced Features

Several improvements have been made to refine existing processes, making daily finance tasks smoother and more reliable.

Accounts Receivable

Free Text Invoice— Corrects posted invoice totals to include all line amounts, ensuring consistent reporting.
Case Management Visibility— Invoice and Invoice line details information now appear on the Associations FastTab on My cases.

Credit & Collections

Interest Note Flexibility— Users can now view and select the option for the Due Date and the Terms of Payment when posting a customer interest note.
Smarter Collection Emails— Email template on the collection process automation uses the variables on the Subject line.
Faster Interest Note Creation— Uses top-picking optimization when creating customer interest notes, to speed up processing for large transaction volumes.

General Ledger

Account Reconciliation Agent (Production Preview)— Now provides suggested actions for In ledger not in subledger and In subledger not in ledger exception types.
User ID Visibility in Settlements— The Ledger Settlement Inquiry page now shows the user ID that did the settlement for full audit transparency.
Ledger Settlement Performance— The Ledger settlements page has been updated to improve the performance, although customizations may need to be updated to work with the new page.

Subscription Billing

Automatic Discount Groups— Discount group setup in trade agreement for item prices now automatically applies to the billing schedule when created for the corresponding customer record.
(Preview) Deferral COGS Dashboard— Dashboard monitors for visibility into deferral adjustment errors with rerun capability.
(Preview) Process Completion Notifications— A notification message is displayed when the asynchronous process finishes so that the user is notified.
Consistent Credit Note Exchange Rates— At the termination of billing schedule, a credit note is created against the invoices (sales orders) with the same exchange rate used at the time of invoicing.

Take the Next Step with AXM365

Ready to unlock the full potential of Microsoft Dynamics 365 Finance?

AXM365 helps businesses implement, optimize, and modernize their ERP systems, ensuring finance and operations teams work smarter, not harder.

Updates to License Management in Dynamics 365 Finance & Operations

Microsoft is simplifying the way organizations manage licenses for Dynamics 365 Finance & Operations — with enhanced tools that bring greater security, privacy, compliance and transparency to your licensing footprint.

Effective license management is essential for maintaining operational control, compliance, and cost efficiency. To ensure a smoother transition to per-user license validation, Microsoft has adjusted the rollout timeline. Validation will now be introduced gradually, aligned with each organization’s contract renewal or anniversary date, supported by new reporting capabilities designed to enhance transparency and simplify license management.

Starting in early 2026, new updates will help businesses stay compliant and efficient with less manual effort.

What’s Changing

Enhanced Visibility and Reporting

Microsoft is enhancing the Power Platform admin center with better license insights. Admins now gain comprehensive visibility into license usage across security roles, enabling smarter, data-driven management of their licensing footprint.

Phased Rollout of License Validation

Starting January 15, 2026, license validation for Dynamics 365 Finance & Operations applications will begin for customers with contract renewals or anniversaries occurring after that date.

This phased approach allows organizations to review user counts and licensing needs ahead of time, make adjustments smoothly with minimal operational impact, and gain clear visibility into the validation timeline, helping administrators plan effectively.

Access Restrictions for Unlicensed Users

After validation, users without assigned licenses will lose access until licenses are assigned. During this time, they will be prompted to request the appropriate license from their administrator.

Preparing for a Smooth Transition

To help organizations navigate the upcoming license validation process, it’s important to take proactive steps to ensure a seamless transition.

Understand Licensing Requirements— review how security roles, duties, and privileges map to license types.
Review User Role & License Mapping— use admin tools to summarize active users and their license requirements.
Role to License Optimization— identify and remove unnecessary permissions using the License Usage Summary Report.
Align Licenses in Microsoft 365 Admin Center— ensure user licenses match report mappings and add extra licenses as required.

Key Takeaways

Preparing for the upcoming license validation doesn’t have to be complex.

With the right preparation, organizations can turn this transition into an opportunity to strengthen governance and improve operational efficiency. Our team can help you review your license setup, analyze usage patterns, and optimize your security roles — so you can enter 2026 fully compliant and disruption-free. These steps lay the foundation for smoother administration, clearer visibility, and more effective management of Dynamics 365 Finance & Operations environments.

Partner with AXM365

Get in touch with AXM365 to schedule a license readiness review and ensure your organization transitions smoothly.

Microsoft 365 Copilot: Role-Based AI Empowering Sales, Service, and Finance Teams

Microsoft takes Copilot to the next level — empowering sales, service, and finance teams with AI built for their roles.

The latest Microsoft 365 update introduces role-based Copilot experiences that go far beyond general productivity assistance. Sales reps, service agents, and finance professionals now get context-aware, data-connected tools that work directly within Outlook, Teams, Excel, and Dynamics 365 — transforming how work happens.

Sales

For sales teams, Copilot integrates seamlessly with leading CRM systems such as Dynamics 365 and Salesforce, providing quick access to opportunity details, customer communications, and company insights.

It helps sellers prepare for meetings, track deal status, identify risks, and manage CRM records more efficiently—all within their daily tools like Microsoft Teams, Outlook, and Copilot.

Service

The AI-powered service solution enables customer service teams to quickly generate case summaries, draft personalized response emails, and update CRM records seamlessly, all while managing rising customer expectations, increasing workloads, and fragmented toolsets.

Fewer clicks and faster responses allow teams to resolve issues more efficiently while maintaining high-quality, personalized customer interactions.

Finance

The AI-powered finance solution helps finance teams work more efficiently on complex tasks, like checking transactions and reviewing financial differences.

By bringing ERP-connected data from tools like Dynamics 365 and SAP directly into Copilot, Excel, and Outlook, teams can quickly draft customer emails with account details, speed up transaction reconciliation, flag discrepancies, prepare reports, and perform variance analysis.

It also helps clean, reshape, and structure ERP exports into analysis-ready reports, saving time on manual work. This allows finance professionals to focus on making informed decisions that support business growth and keep operations running smoothly.

Why It Matters

Overall, these role-based AI capabilities enable sales, service, and finance professionals to work smarter and faster with AI-powered insights and automation embedded right where work happens.

With these updates, Microsoft positions businesses to move toward what it calls “Frontier Firms” — organizations that embed AI into their core operations. The result? Less time on manual work and more time driving strategic impact.

Starting October 2025, these solutions will be available to help organizations scale AI adoption and accelerate productivity across key business operations.

Discover How AXM365 Can Support Your Implementation

AXM365 guides your Microsoft 365 Copilot implementation. Get in touch to improve workflows, drive productivity, and implement AI solutions designed for your business.

Dynamics 365 Contact Center Updates: Adaptation of Wrap-up Procedures

The efficiency of customer service operations greatly depends on how quickly representatives can transition between customer interactions. A critical factor in this process is the wrap-up period — immediately after a call, when agents record notes and finalize details.

Recent improvements now allow administrators to configure this wrap-up period in seconds rather than minutes, enabling faster transitions and greater operational efficiency.

The Impact

Contact centers differ in how much time service representatives need to complete the wrap-up after conversations. For some, a full minute creates unnecessary inoperative time, while for others, shorter wrap-up periods help meet service-level agreements (SLAs) and optimize resources.

Dynamics 365 Contact Center now allows the shortest wrap-up time to start at 30 seconds instead of the previous one-minute minimum. This flexibility enables organizations to tailor wrap-up procedures to workflows, improving efficiency while supporting diverse operational needs.

Business Benefits

The new Dynamics 365 Contact Center feature enables admins to reduce wrap-up to 30 seconds, saving up time per conversation without affecting note quality during high web traffic.

Organizations leveraging second-level wrap-up timers can expect:

Improved service representative availability, particularly during peak periods
Faster response times, helping meet SLA targets
Lower operational costs through minimized idle time and optimized workforce utilization.

These improvements not only improve agent productivity but also enhance customer satisfaction and SLA compliance.

Get Started Today

Maximize your Contact Center efficiency with AXM365 and discover how small changes can deliver big results.

Partner Alert: Microsoft 365 Copilot Licensing Updates

The latest Microsoft 365 Copilot updates bring zero-rating and role-based enhancements, adding value by simplifying licensing. Existing users can now access additional features at no extra cost, with role-based capabilities for Sales, Service, and Finance fully included in Microsoft 365 Copilot.

Copilot Studio Value Updates

The update began by broadening the range of agents and features covered under the Microsoft 365 license. From now on, all Copilot Studio capabilities—including agent flows, AI tools, and deep reasoning—are available within Microsoft 365 Copilot for agents running under a licensed user’s identity.

Key Updates:

Included Usage for Internal Scenarios

When Copilot Studio agents are used in business-to-employee (B2E) contexts by a licensed Microsoft 365 Copilot user, the activity is now fully covered under the Microsoft 365 Copilot User Subscription License (USL).

Full Feature Set Coverage

Agent flows, AI tools, and deep reasoning are now part of the license.

Copilot Credits as Payment

In scenarios like B2C, unlicensed Microsoft 365 Copilot users will still be charged through Copilot Credits (formerly known as “messages”).

Streamlined Copilot Studio Positioning

Copilot Studio now distinguishes between two creation paths with simplified naming for the agent-building experiences:

- Lite (formerly known as Agent Builders): built into Microsoft 365 Copilot for information workers;
- Full: designed for makers and developers.

Both sit under Copilot Studio but serve different types of users.

Role-based Copilots Update

Microsoft 365 licensed users will gain access to role-based solutions for Sales, Service, and Finance, without requiring additional step-up SKUs. These solutions integrate with CRM and ERP systems, delivering relevant insights directly within Microsoft 365 Copilot and core apps like Outlook, Teams, and Excel.

Key Updates:

Depending on their needs, licensed Microsoft 365 Copilot users can install sales, service, and finance solutions directly from the Agent Store.

Sales roles gain a complete view of opportunities, receive insights, and can ask questions—all from a personalized home page to stay prepared for customer meetings.

Service teams can enhance the customer experience by integrating CRM data directly with Outlook or Teams.

Finance teams can manage tasks, improve data preparation, review account details by accessing ERP-connected information directly within Excel and Outlook.

More Value with Microsoft 365 Copilot

Users can now take full advantage of role-based capabilities in Copilot for Sales, Service, and Finance as part of their existing Copilot license, simplifying access and enhancing efficiency.

Role-based Solutions

Microsoft 365 Copilot now includes role-based solutions for Sales, Service, and Finance, enabling customers to purchase a full suite of features that boost efficiency and streamline workflows.

Maximize Your Microsoft 365 Investment

AXM365 guides you through seamless implementation. Reach out today to transform your workflows and explore tailored solutions for your business.

2025 Release Wave 2 Plans for Microsoft Dynamics 365 Business Central

On July 16, 2025, Microsoft announced the 2025 release wave 2 plans for Dynamics 365 Business Central, outlining the new capabilities expected to roll out between October 2025 and March 2026.

This upcoming wave marks a pivotal step forward in Microsoft’s mission to empower small and mid-sized businesses with intelligent, AI-powered tools that simplify operations, drive performance, and enable smarter, faster decision-making across finance, supply chain, manufacturing, sustainability, and more.

Whether you’re looking to automate processes, strengthen compliance, or improve agility with data-driven insights, this release wave delivers new opportunities to future-proof your operations. Read on to discover the full overview and what’s planned in this release.

Key Themes and Advancements

In the 2025 release wave 2, Microsoft is expanding the capabilities of Dynamics 365 Business Central with a strong focus on AI innovation, automation, sustainability, and manufacturing enhancements.

With new intelligent agents, users benefit from deeper automation and smarter workflows that reduce manual effort and increase productivity. The application continues to scale across industries and geographies, offering built-in extensibility, seamless integrations with Shopify and Dynamics 365 Field Service, and enhanced support for electronic documents and compliance.

This release highlights Microsoft’s continued investment in making Business Central a powerful and adaptable business platform – ready to help organizations grow, innovate, and operate more efficiently in today’s fast-moving environment.

Wave Highlights for Microsoft Dynamics 365 Business Central

Copilot and Agents

Business Central is Microsoft’s comprehensive, AI-powered application for small and medium-sized organizations that want to scale their business with AI automation, eliminate tedious tasks, and simplify work with powerful generative AI. Microsoft invests in customers’ AI transformation and enables its diverse partner community to bring industry expertise to accelerate this mission.

Even in the AI era, customers trust that their data is safe because it is protected by Microsoft’s world-class security, privacy, and compliance controls. The application is built on Microsoft’s Responsible AI principles, which put people at the center of the experience.

Microsoft Copilot

Microsoft Copilot is the AI-powered assistant that improves efficiency, boosts creativity, and eliminates repetitive tasks. With a Business Central license, every user gets Copilot at no extra cost. Copilot in Business Central has an ever-growing set of skills to guide, find, compare, analyze, suggest, and summarize.

Assistive features such as Chat, and task-specific features like bank account reconciliation assistance, are ready to use without complex setup or training. These features are seamlessly integrated to reduce or eliminate the need to switch between applications.

Autonomous Agents

Autonomous agents intelligently automate key business processes. For example, the Sales Order Agent handles the intake of sales orders from emails and attachments, interprets unstructured data, and generates accurate sales documents. With just a few clicks to configure and activate, these built-in agents can be run. They offer extensive oversight capabilities, allowing customers to review and approve activity – ensuring control while reducing manual effort.

For makers and pro developers, Business Central offers the flexibility to add custom AI solutions and connect to the broader Microsoft Cloud of AI-powered apps and services.

Copilot and agents are available only for Business Central online customers.

Country and Regional Availability

Business Central is available to organizations in an expanding number of countries and regions. This growth is driven largely by partner-led localizations. Microsoft partners create and maintain apps tailored for specific markets and publish them on AppSource.

Combined with built-in language support, Business Central now serves customers in more than 170 countries and regions. In markets where Microsoft is directly responsible for localization, all required regulatory updates are provided.

Development

This release introduces powerful new extensibility features that empower developers to create adaptable, resource-efficient solutions with greater flexibility to meet evolving business needs. With the ability to define profile extension objects, developers can customize user profiles without duplicating code – enhancing productivity while maintaining code integrity.

Developers can now include resources in extensions and access them from AL, streamlining data initialization and setup. Enhancements to the Explore in Visual Studio Code feature allow seamless access to GitHub repositories, even when IP protection is in place. Full-text search metadata on table fields enables faster, more accurate data search for a better user experience.

To save time validating solutions, resellers and publishers can now run multiple AppSource apps through a public NuGet feed that offers downloadable symbols, managed by AL-Go for GitHub. A rule-based scheduling mode for performance profiling also enables background profiling to identify and resolve performance issues more efficiently.

E-commerce

In each release, Microsoft continues to enhance Business Central’s integration with Shopify, based on direct customer feedback. This integration supports efficient planning, procurement, and product cost management. Customers also gain greater control over inventory levels across locations and item variants.

Connecting Business Central with Shopify simplifies pricing and discount definitions, as well as tax management and reporting for regulatory compliance. Whether using Shopify or Shopify Plus (which includes B2B features), this integration helps streamline business operations and improve overall efficiency.

Electronic Documents

Electronic Documents in Business Central streamline the sending and receiving of documents by minimizing manual data entry and reducing errors. This helps users become more efficient and focus on strategic activities.

The functionality enhances data accuracy and security while offering significant time and cost savings, contributing to improved operational performance.

Financial Management

Microsoft prioritizes the most requested features and market trends to shape Financial Management capabilities in each release. A core focus is on leveraging Copilot to streamline data entry, automate routine tasks, and deliver intelligent insights that improve decision-making.

Current efforts center on enabling agents to assist with financial tasks. For example, agents can support bookkeeping by referencing historical patterns or existing business practices. Financial tools continue to be adapted for a global customer base, with ongoing enhancements to tax management and compliance with evolving international regulations.

Reporting and Data Analysis

Data is the foundation of modern business decision-making. Recent advances in AI and analytics offer businesses transformative ways to uncover insights, detect trends, and drive innovation.

Microsoft’s reporting strategy emphasizes building universal BI and analytics directly within the Business Central experience. Rich, immersive content from both Microsoft and third-party providers is integrated seamlessly. Alongside flexible self-service capabilities, customers can extract maximum value from their data with minimal effort.

Supply Chain Management

Business Central provides comprehensive tools to manage procurement, production, logistics, and distribution – all in one integrated platform. Inventory management, order processing, and demand forecasting features allow businesses to maintain control and ensure on-time delivery. Support for multiple supply chain models gives customers the flexibility to align processes with business goals.

Deep integration with Microsoft products like Power BI and Teams allows for real-time insights and collaboration, helping teams make informed decisions based on live data. In this release, investments in quality management and subcontracting further expand supply chain capabilities.

Sustainability Management

Microsoft continues to expand Sustainability Management capabilities in Business Central to align with evolving regulations and customer feedback.

Collect Sustainability Data:

Track emissions, water usage, and waste across business units or locations.
Manually input data or use formulas, and import emission factors through open APIs.
Estimate carbon footprints with support from Copilot – even when full emission data is unavailable.

Track Progress:

Use the Sustainability Role Center to monitor KPIs and manage targets via scorecards.
Centralize and visualize key environmental metrics.

Gain Insights and Simplify Reporting:

Use built-in and Excel-based reports, embedded Power BI dashboards, and custom analysis views.
Align with CSRD and other standards via External ESG Reporting integrations.
Meet CBAM and EPR compliance requirements.

Enhance Brand Reputation:

Track Scope 3 emissions across the full value chain.
Add carbon footprint data to product invoices for transparency and accountability.

These tools help customers measure, report, and reduce their environmental impact confidently and efficiently.

For Application Administrators

User-impacting Features to the User Experience Enabled Automatically

User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged “Users, automatically” in the release plan.

Features that Application Administrators Enable

Users get features in this release wave when administrators, makers, or business analysts enable or configure them. For the complete list, see all features tagged “Users by admins, makers, or analysts” in the release plan.

Ready for What’s Next in Business Innovation?

Whether you’re managing complex supply chains, driving growth across sales channels, or delivering high-value client services – the 2025 release of Dynamics 365 Business Central is built to support your next phase. With enhanced automation, stronger compliance tools, and a smoother upgrade path, it’s the right moment to modernize how your business runs.

2025 Release Wave 2 Plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Microsoft Copilot Offerings

On July 16th, 2025, Microsoft published the 2025 release wave 2 plans for Microsoft Dynamics 365, Microsoft Power Platform and Copilot Offerings, introducing new and improved capabilities set to release between October 2025 and March 2026. This release wave delivers a broad set of updates across business applications and platform capabilities, with a strong focus on AI-driven processes, cross-app integration and industry-specific innovation.

Early access for selected features begins on August 4, 2025, allowing organizations to explore key functionalities ahead of general availability, which will roll out in phases from October through March.

Highlights from Dynamics 365

Microsoft Dynamics 365 Customer Insights

Data enhances Microsoft Copilot and agents with real-time, unified customer profiles, enabling teams to act on insights within their workflow. With enriched data, seamless platform integration, and faster processing, businesses can deliver timely, personalized experiences that boost engagement and conversions.

Microsoft Dynamics 365 Customer Insights – Journeys

Microsoft Dynamics 365 Customer Insights – Journeys empowers businesses to craft personalized, AI-driven customer experiences across all touchpoints. With Copilot, agents, and enhanced orchestration tools, teams can engage the right audiences at scale, streamline lead generation, and accelerate growth.

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales brings the power of AI to help sellers achieve their targets and automate busywork. Microsoft Copilot delivers actionable insights in the flow of work, while AI agents research and engage leads, drive purchase intent, and proactively bring key insights and emergent deal risks—helping sellers close more deals faster. A reimagined interface reorients sellers from data to insights.

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service continues to enhance agentic and Copilot capabilities for case and knowledge management, as well as AI-driven routing.

Microsoft Dynamics 365 Contact Center

Microsoft Dynamics 365 Contact Center continues to enhance agentic and Copilot capabilities to automate the service journey across digital and voice channels, along with the introduction of new omnichannel and supervisor capabilities in the 2025 release wave 2.

Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service will deliver AI agents, enhanced scheduling tools, mobile usability improvements, and deeper Microsoft 365 integration in the upcoming release wave.

With innovations across inspections, vendor coordination, and connectivity with Microsoft Dynamics 365 Project Operations, Field Service empowers organizations to deliver smarter, faster, and more seamless service at scale.

Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance brings global-scale finance and agentic operations to our customers, including agents that can lead to faster financial close and provide additional automation and optimization across large scale operations, as well as enhancements to business performance analytics and planning solutions.

Microsoft Dynamics 365 Supply Chain Management

Microsoft Dynamics 365 Supply Chain Management can enhance demand planning with event and promotion forecasting, and help improve quality management for sample handling, while the Supplier Communications Agent will automate vendor interactions.

New supplier engagement tools and warehouse app upgrades will also be introduced to further streamline operations and boost efficiency.

Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations will continue to deliver powerful enhancements across the project lifecycle. These include improved mobile and browser experiences for time and expense, better project planning with enterprise custom fields, streamlined billing and invoicing workflows, and expanded support for stocked items, investment projects, and migrations to the modern architecture.

Microsoft Dynamics 365 Human Resources

Microsoft Dynamics 365 Human Resources can enhance the hire-to-retire journey with Microsoft Entra ID and Microsoft Viva Connections integration to help reduce duplication. New agentic capabilities will be introduced to streamline onboarding with guided experiences and automation.

Recruiter assist will also now support job description generation and interview assistance, helping to improve efficiency across hiring and onboarding.

Microsoft Dynamics 365 Commerce

Microsoft Dynamics 365 Commerce advances in-store experiences by providing a mobile-first point-of-sale that provides business continuity even during a business outage. Improvements to the Adyen payment connector allows modern payments like Pay by Link across channels, offering more purchasing options for omnichannel customers.

Additionally, omnichannel unified pricing enables retailers to establish more intricate pricing structures, helping them remain competitive.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central introduces AI agents to enhance efficiency and automation in the 2025 release wave 2. These agents seamlessly integrate to execute complex tasks, generate reports, automate processes, and optimize order creation using natural language processing.

Furthermore, this release focuses on quality management, subcontracting, sustainability, and e-document capabilities.

Highlights from Microsoft Power Platform and Microsoft Copilot Studio

Microsoft Copilot Studio

Microsoft Copilot Studio continues its journey to make agent creation and operation even easier and more powerful with autonomous agents in Microsoft 365 Copilot, the ability to build complete teams of agents that work seamlessly together, and improved governance for enterprise scalability.

Copilot Studio will offer even deeper integration with Azure AI Foundry and the Microsoft Graph, helping to ensure your agents can use the latest AI technology in coordination with your data in Microsoft Graph.

Microsoft Power Apps

Microsoft Power Apps enhances human and agent collaboration with a new agent feed to supervise the work of agents and extensible built-in agents for common tasks like enter, explore, visualize, and summarize data.

Bring business problems to Plan Designer and a team of agents will help you build enterprise solutions, including apps, agents, Microsoft Power BI reports, and more. Vibe code with the App Agent to create data-connected experiences—just describe what you need or provide an image, and it can be done.

Microsoft Power Pages

Microsoft Power Pages enables businesses to build secure, data-driven portals effortlessly. In this wave, we will further expedite site building for low-code makers and pro developers to help build intelligent sites for your employees, customers, and partners.

The introduction of enhanced security agent features will further empower low-code makers, pro developers, and admins with actionable insights and abilities for securing their websites.

Microsoft Power Automate

Microsoft Power Automate is transforming how enterprises automate complex business processes through new human-in-the-loop experiences, such as advanced approvals and AI-native capabilities, such as generative actions and intelligent document processing.

To manage complex automations at scale, a comprehensive suite of governance, observability, and security controls will be introduced to the Automation Center and Power Platform admin center.

Microsoft Dataverse

Microsoft Dataverse continues to serve as a trusted low-code data platform, enabling the creation of scalable agents, Copilot applications, and automations. This update introduces enhancements to core agentic capabilities, including Dataverse for Agents and Dataverse Search to support smarter, AI-ready experiences.

New features such as Dataverse Model Context Protocol (MCP) Server and AI-powered business logic tools further expand the ability to build dynamic, intelligent solutions grounded in enterprise data.

Microsoft Power Platform Governance and Administration

Microsoft Power Platform governance and administration will become the unified governance hub for managing intelligent agents, agent-driven apps, and automated workflows across the Microsoft ecosystem in this release wave. This will provide a secure, governable, reliable platform for agent development.

What This Means for Your Business

Whether you’re in manufacturing, retail, professional services, or energy and resources, the 2025 release wave 2 brings significant enhancements to help your teams do more – with less manual effort and greater intelligence.

AI-powered agents, cross-app connectivity and deeply integrated Copilot experiences are transforming how work gets done, making it easier to adapt, scale and innovate in a competitive market.

Want to learn how these updates can support your business goals? Reach out to us here.

Smarter Supply Chain, Stronger Manufacturing: What’s New in Business Central 2025 Wave 1?

The latest release wave for Dynamics 365 Business Central is here, and it’s bringing powerful upgrades for businesses managing complex supply chains and manufacturing processes. With a clear focus on usability, automation, and productivity, the 2025 Wave 1 update empowers organizations to streamline operations and respond faster to change.

Enhanced Inventory Management and Project Operations

Microsoft has expanded inventory and project capabilities to improve traceability, cost control, and operational accuracy. Key improvements include:

More flexible lot and serial number tracking across transfer orders, warehouse documents, and production output;
Improved cost adjustment processes to better align inventory value with actual costs;
The ability to receive project items directly via receipts or put-away, enhancing inventory accuracy in project workflows;
Concurrent inventory posting that supports real-time updates across multiple transactions, streamlining warehouse and financial operations.

These features provide teams with tighter control over stock movements and quality assurance while reducing manual errors.

Smarter, Streamlined Manufacturing Processes

Manufacturing workflows become more efficient with updates designed to simplify product design, improve production management, and enhance integration with warehouse activities:

Streamlined handling of bills of materials and routings for easier product design and planning;
New option to reverse production order transactions, offering greater flexibility in managing production corrections;
Improved integration with warehouse order processing to ensure seamless coordination of materials flow;
Enhanced costing capabilities for more accurate tracking of production expenses and inventory valuation.

Together, these changes reduce production delays, minimize errors, and improve cost insights for manufacturers.

Data-Driven Manufacturing Insights

Wave 1 introduces advanced analytics tools that empower manufacturers to transform data into actionable insights:

New and updated manufacturing reports provide visibility into production performance, resource utilization, and cost variances;
An enhanced Power BI manufacturing analytics app offers richer data visualizations and customizable dashboards for quick decision-making.

Ready for What’s Next in Supply Chain and Manufacturing?

Whether you’re optimizing inventory, streamlining production, or harnessing data to drive smarter decisions — the 2025 Wave 1 release of Dynamics 365 Business Central is designed to support your business’s next level of growth.

Try the New Desktop Companion Application for Dynamics 365 Contact Center

As customer expectations for speed and reliability grow, Microsoft is introducing a new way to support agents and enhance service delivery: the Desktop Companion Application (DCA) for Dynamics 365 Contact Center.

Launched a year after Microsoft’s AI-powered Contact Center as a Service (CCaaS), the DCA helps service reps stay connected, even when web browsers slow down or stop responding.

Stay Connected with Fewer Interruptions

The DCA runs independently from the browser, so agents no longer need to worry about dropped calls due to page crashes or glitches. Even when the web app is unresponsive, DCA keeps the call going, ensuring continuity and stability throughout every interaction.

Key Features for Agents

Once installed by the organization’s admin, the Desktop Companion Application allows agents to:

See active and on-hold calls
Use mute and end-call controls
Monitor real-time connection status
Customize language and device settings in the Settings tab
Check for updates when needed

These features empower agents to work more confidently, even if the browser isn’t performing at its best.

How Agents Use the Application

At the start of their shift, agents launch the DCA, which runs quietly in the background while they manage calls. The interface provides full visibility into their call status — including mute, end, and hold options along with a clear connectivity indicator to monitor system performance.

If a browser issue arises, the DCA ensures the call continues without disruption. Agents can also personalize their settings and check for updates anytime via the Settings tab.

Real-World Impact: Improved Contact Center Performance

One early adopter of the DCA reported a dramatic improvement in contact center performance. Average speed to answer dropped from six minutes to under one minute, and issues with dropped calls and Bluetooth connectivity significantly decreased.

“Our calls are connecting quicker. It’s so speedy for agents to be able to answer the call and talk directly to them. The delay between accepting calls and being able to hear the customer has gone.”

These results highlight how the DCA not only streamlines agent workflows but also boosts overall customer satisfaction.

Easy to Deploy Across Teams

Rolling out DCA is simple. IT admins can install it across service representatives’ machines, giving teams immediate access to a more reliable desktop-based calling experience.

Equip Your Agents for Service Without Disruption

Ready to improve service delivery in your contact center?

2024 Release Wave 2 Plans For Microsoft Dynamics 365 And Power Platform

On July 16, 2024, Microsoft published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing Microsoft’s dedication to driving digital transformation for their customers and partners.

The new wave is focused on improving user productivity and streamlining processes across various business applications by employing Microsoft Copilot and cutting-edge AI technologies. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences and aim to remove boundaries between data, insights, and individuals.

Discover the newest features that enable organisations to run more effectively and adaptably.

The new capabilities allow businesses to take proactive measures to address challenges and capitalise on opportunities. Examples of these include predictive analytics in supply chain management, autonomous financial processes, AI-driven sales insights and customer service enhancements.

Early Access Period

Starting July 29, 2024, customers and partners can validate the latest features in a non-production environment. These updates include user experience enhancements that will be automatically enabled in production environments by October 2024.

We have briefly described numerous of the features from the second release wave in this blog post’s contents.

Wave Highlights for Microsoft Dynamics 365