Dynamics 365 Finance: Deploy preconfigured demo assets for Business performance planning

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

This feature accelerates evaluation and demonstration of Business performance planning by removing the need to manually design dimensions, cubes, and sample data.

Partners, technical specialists, and customers can quickly explore realistic planning scenarios, such as strategic planning, workforce planning, OPEX, CAPEX, and revenue forecasting, without investing time in initial model setup. This improves time to value, increases demo consistency, and helps stakeholders understand how Business performance planning can support enterprise planning use cases.

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Microsoft Sustainability Manager: Streamline ESG data collection with approvals

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

Data collection lets sustainability practitioners efficiently get information from multiple stakeholders across the organization. By creating data plans or requests and monitoring their progress, this capability ensures smooth integration of collected data into Microsoft Sustainability Manager. This approach improves data accuracy, reduces manual tasks, and increases overall efficiency in ESG reporting.

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Microsoft Sustainability Manager: Ensure GRI compliance with latest template updates

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

Extending Global Reporting Initiative (GRI) assessments with optional and recommended requirements enhances the depth, relevance, and credibility of sustainability reporting. It enables organizations to:

• Align with evolving stakeholder and regulatory expectations.
• Provide more sector-specific and meaningful disclosures.
• Strengthen environmental, social, and governance (ESG) positioning and transparency.
• Support future-proofing and strategic decision-making.

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Dynamics 365 Field Service: Optimize schedules with Scheduling Operations Agent

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

The Scheduling Operations Agent for Dynamics 365 Field Service enables dispatchers to quickly and easily optimize schedules for technicians as conditions change throughout the workday, so they can significantly improve their productivity. Dispatchers can ask Copilot to optimize schedules and address issues such as traffic delays, double bookings, or last-minute cancellations that often result in conflicts, gaps, or idle time in a technician’s schedule. Instruct Copilot to achieve the desired business objective, such as maximizing technician usage or work order priority while considering factors like skillset match, territories, and promised time windows.

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Dynamics 365 Contact Center: Customize transfers and consults for queues, representatives

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

Dynamics 365 Contact Center will now allow administrators to configure the queues and representatives that should be displayed for consult and transfer scenarios based on their business needs. This capability reduces misrouted interactions and minimizes resolution time.

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Dynamics 365 Contact Center: Use preview dial for high-value proactive engagements

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

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.

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Dynamics 365 Customer Service: Simulate AI field prediction with Case Management Agent

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

Simulation enables administrators to assess how the Case Management Agent performs field prediction, evaluate the quality of those predictions before enabling the feature in production, and streamline the testing process by reducing the time required for manual validation.

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Dynamics 365 Sales: Get sales operations insights in Sales Research Agent

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

As a business leader or sales operations team member, you’re responsible for answering complex questions about performance, coverage, attainment, and risk, but the data needed to do so is often fragmented across CRM systems, financial systems, and spreadsheets. This fragmentation drives you to do manual data exports, reconciliation work, and custom reporting that slows decision-making and increases dependency on specialized analysts.

The sales operations business function in Sales Research Agent delivers AI-powered insights that unify CRM and operational data in a single experience. By combining data from Dynamics 365 Sales, Microsoft Fabric Lakehouse, and custom data uploads, you can quickly assess business health, identify trends and risks, and provide leadership with trusted insights without manual data preparation or spreadsheet-driven workflows.

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Dynamics 365 Sales: Connect Fabric Lakehouse data to AI‑powered sales research

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

Many organizations store critical operational and financial data such as revenue actuals, targets, and budgets in Microsoft Fabric Lakehouse rather than in Dynamics 365 Sales. Without native connectivity, sales insights remain limited to Dynamics 365 Sales data and require manual data movement or duplication to incorporate operational context. The Fabric Lakehouse connector allows you to bring trusted operational data directly into AI-powered sales research experiences. By enabling unified analysis across Dynamics 365 Sales and Lakehouse data, you can eliminate data silos, improve insight accuracy, and ensure sales decisions are grounded in both pipeline activity and real operational outcomes.

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Dynamics 365 Sales: Improve opportunity context with AI-based data enrichment

Originally posted by Microsoft Feb 24, 2026 Uncategorized 0 Comments

When your opportunity data is incomplete or outdated, you may find it challenging to understand deal health and take the right actions. AI-powered data enrichment reduces this friction by analyzing your emails and highlighting gaps in opportunity information and suggesting updates. This feature helps you keep your opportunity data accurate and up to date, increases your confidence in pipeline data, and enables more effective deal reviews and forecasting.

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