Dynamics 365 Sales Updates & Release Notes

Service Update 219 resolves the following issues:

New/Enhanced Functionality

• None

Repaired Functionality

• Minor fixes.

Accessibility Repaired Functionality

• No accessibility functionality repaired in this release.

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Service Update 218 for Microsoft Dynamics 365 Sales version 9.0.26052.10001 (or higher)

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 218 resolves the following issues:

New/Enhanced Functionality

• NBA agent setup improvements.
• Removed dependency on legacy domains and expanded service availability to additional geographies including Italy, Norway, Korea, and Germany.
• Disabled feature for supervisor users in applicable scenarios.
• Set content moderation level to Medium for SQA Setup Agent.
• Fixed invalid content moderation configuration for SQA Setup Agent.
• Added consent check for NBA/Recommended Actions display scenarios.
• NBA admin fit-and-finish improvements.

Repaired Functionality

• Fixed issue where ORA added actions even after RAA sales agent profile was disabled.
• Corrected repeated opportunity name in title and footer of DEA stack cards.
• Fixed screen lock issue caused by clicking the UpNext info button.
• Assignment rules now display pending status when supervisor is not configured.
• Improved “See all” view name display to avoid truncation in NBA.
• Improved sorting behavior in Focused view to show records by score after clicking “See all” from carousel.
• Prevented duplicate action cards for the same opportunity in carousel.
• Updated carousel to show only one action per opportunity based on score.
• Enabled recommended actions when Data Enrichment Agent is enabled.

Accessibility Repaired Functionality

• No accessibility functionality repaired in this release.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

New/Enhanced Functionality

• Added text count indicator for the Product value proposition multiline text box.
• NBA design enhancements for improved user experience.
• Revamped Connected agent settings in Data Enrichment Agent setup.
• Enabled card click to open the Research page with context from the risk section.
• Added Connected agents navigation summary in the Data Enrichment Agent dialog.
• Improved End of Conversation flow experience.
• Updated Outreach email request timeout and cache handling for better reliability.
• Changed Opportunity Research default refresh frequency to 14 days.
• Added new saved query for recommended actions on top deals.
• Online evaluations UX update: Added “Preview” and sample count support.
• NBA Agent setup fit-and-finish improvements.
• Created new view for recommended action agent.
• Hid “Other” category and filtered numbers from total aggregates in Competitor view.
• Added “Dismiss” functionality for individual Data Enrichment Agent cards.
• Updated Opportunity Research lookback default to 90 days.
• Moved NBA toggle to Connected Skills under the Guidance section.

Repaired Functionality

• Fixed issue where user access buttons were not fully clickable in configuration.
• Fixed issue allowing users to track emails in a conversation even when synced by a different user.
• Corrected Outreach simulation to show leads from the appropriate profiles.
• Fixed citation links incorrectly pointing to profile URLs.
• Prevented accidental loading of existing SQA configurations in the UI.
• Fixed issue where follow-up emails were not sent for specific contacts.
• Improved subtext wording in configuration settings for better clarity.
• Prevented citation text, links, or syntax from appearing in Value Proposition content.
• Removed misleading message about switching back to quick setup.
• Updated messaging regarding potential data loss when switching to manual setup.
• Disabled prompt to update existing configuration.
• Fixed missing M365 consent check for seller flow.
• Ensured subgrid filters in Pipeline view are reflected correctly in metrics panel.
• Fixed inability for supervisors to run TCP Prefill.
• Prevented streamed text from MCS responses appearing in chat UI.
• Corrected incorrect total opportunity count displayed in carousel header.
• Updated connected skills settings content.
• Fixed issue where side pane did not open when navigating from focused view.
• Corrected NBA carousel header to display accurate total count.
• Improved clarity of “See all” view name for recommended actions.
• Fixed simulation mode blocking processing of outreach SARs.
• Enabled starting the agent without completing simulation for SQA Research.
• Removed numbers from carousel subheader for improved clarity.

Accessibility Repaired Functionality

• Fixed issue where narrator did not announce status messages in Test insight flyout.
• Corrected mismatch between visual and programmatic names for access type and sellers.
• Improved keyboard focus indicator visibility on date controls.
• Fixed text truncation issues when applying text spacing in custom filters.

Original source

Service Update 216 for Microsoft Dynamics 365 Sales version 9.0.26043.10001 (or higher)

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 216 resolves the following issues:

New/Enhanced Functionality

• Online Eval UX Implementation
• Add Localization support for other languages in DQA solution
• Manual refresh capability improvements
• Support intent extraction for third-party customers in assist mode
• Add toggle UI for recommended actions agent
• Add navigation from stacked card to open focused view
• Push deal risks to NBA once research completes
• NBA toggle available during DEA activation
• Create a new view to display DEA suggestions in focused view
• Update toggle configuration to support multi-config scenarios
• Introduce new feature configuration for Assist Phase 2
• Add prioritization tab to NBA
• Add sources tab to NBA
• Add global optionset for sales prioritization principles
• Enable NBA settings during activation
• Improve groundedness scoring for better insights quality
• Filter excluded fields configured in DEA setup for field identification
• Add billing capability for CAPI calls
• Ensure leads are not filtered incorrectly after segmentation

Repaired Functionality

• Fix applied for Sales Agent Configuration v2 where display name was empty in custom solutions.
• Fix applied where custom research updates were not being reflected correctly.
• UI improvement: AI-generated content disclaimer text and “See terms” link no longer truncates in reflow layouts.
• Localization fix: “Refresh Interval” menu is now correctly translated in Japanese.
• Fix applied where SQA status incorrectly showed “Activated” after import.
• Notification fix: Lead disqualification notifications are now sent to the correct user.
• Fix applied to remove duplicate stakeholder suggestions.
• UI fix: Description text truncation on the “Create an AI agent” page resolved.
• Fix applied to archival logic to correctly remove other suggestions when one is accepted.
• UI fix: DLP policy errors now display correctly in the user interface.
• Fix applied for stakeholder email citation to render the correct earlier reference.
• Fix applied for missing privileges in the sales supervisor role.
• UI alignment: Evaluation metric labels are now consistent.
• Fix applied for error when opening Sales Accelerator in Dynamics 365 Sales.
• Improvement: Research preview date filter now correctly respects configured date ranges.
• Update: Recommended actions are now enabled automatically when Data Enrichment Agent is enabled.

Accessibility Repaired Functionality

• Improved accessibility: Controls in filter popup are now usable via voice access in Focused View.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Service Update 215 for Microsoft Dynamics 365 Sales version 9.0.26041.10001 (or higher)

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 215 resolves the following issues:

New/Enhanced Functionality

• Support dataverse search banner for ORA configuration page
• NBAV2 settings
• Online Eval UX Implementation
• DEA reassign dialog changes
• Update SOA icon
• Remove Research and Engage words from the UI
• Remove consent checks from on-load for Opportunity form
• Fix sidepane control buttons not working in non-OOB forms
• Dataverse Search prerequisite UI fixes, ECS-driven GA cutoff, persist banner interaction in local storage

Repaired Functionality

• Improved email handling: Correct email address field is now used in Outreach scenarios.
• Improved data consistency: Company name is now correctly populated in outreach emails for multi-config setups.
• Improved email tracking: Previously untracked emails are now correctly tracked.
• Email formatting improvement: Outlook formatting is now preserved for untracked emails.
• Improved responsiveness: Record selection pages now display correctly at resized screen resolutions.
• UI experience enhancement: Opportunity records now display correctly in selection criteria tables.
• UI improvement: “Learn more” link for agent profile name now navigates correctly.
• UI clarity improvements: Updated subtext differentiation between related records and field suggestions tabs.
• UI clarity improvements: Configuration action buttons updated for better usability.
• UI layout improvement: Agent profile ID is now displayed in a single line for better readability.
• UI clarity improvement: Info icon now shows correct refresh frequency details.
• UI alignment fixes: “Edit settings” and “Start agent” buttons are now positioned as per design guidelines.
• Improved sorting experience: Custom option set grouping now shows labels instead of numbers.
• Configuration improvement: Lead views can now be enabled/disabled correctly in multi-config scenarios.

Accessibility Repaired Functionality

• Deal Closing Agent Incompatible Product Update Fields Reflow: Removed duplicate scroll bars on the Update Fields screen.
• Customer Insights - Journeys Web Auto Refresh AI4W: Ensured every ARIA input field has an accessible name.
• Focused view Keyboard: Close (X) button is accessible using keyboard.
• Focused view Keyboard: Buttons have discernible text.
• Data Enrichment Agent GA User access Web AI4W: Elements with ARIA roles contain required child roles.
• Data Enrichment Agent GA User access Web ScreenReader: Screen reader no longer announces Close button as heading level 2.
• Dynamics 365 Enterprise sales Web Sales qualification Agent Screen reader: “Lead ownership during research” slider announced descriptively.
• Improved keyboard navigation: After clicking “Add Row”, focus now automatically moves to the new Select field.
• Improved keyboard accessibility: Close (X) button in focused view is now accessible via keyboard.
• Improved accessibility: Buttons now include discernible text for better screen reader support.
• Improved accessibility: ARIA input fields now include proper accessible names.
• Improved accessibility: Elements with ARIA roles now include required child roles.
• Improved screen reader support: Close button is no longer incorrectly announced as a heading.
• Improved screen reader experience: “Lead ownership during research” slider is now announced more descriptively.
• Responsive accessibility fix: Hamburger menu no longer overlaps with user access controls.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

The table below gives an overview of the current version and next version of Microsoft Dataverse for your organization. If you would like to review the release notes for any release just click on the version number for either current or next. To find the window that your next scheduled update will occur in please click here.

Important

Note: This page is updated each week on Wednesday.

From 06 February 2026, the release schedule page will move from a geo-based table to a simplified format that focuses on version cadence.

Note - Occasionally a Service Update will be canceled and all associated fixes will be rolled into a subsequent Service Update. For this reason, Service Update numbers may not always increase incrementally.

Service Update 9.2.26044.00104

Early Release: 05/01/26

Prod Release Start: 05/08/26

Prod Release End: 06/05/26

Release Waves

We published the 2025 release wave 2 plans for Dynamics 365 and Microsoft Power Platform, which is a compilation of new capabilities that will be released between October 2025 through March 2026. The new features and enhancements provide you with significant capabilities to help transform your business using our applications.

You can use the Release planner to view and manage release plans across all active release waves in a unified and interactive interface, while giving them the option to personalize, filter, sort, and collaborate.

We’ve done this work to help you—our partners, customers, and users—drive the digital transformation of your business on your terms. Get ready to share your feedback in the community forum for Dynamics 365 or Power Platform.

Important

Service updates are separate from the Release Wave deployments.

All version availability

Important

We are working on new ways to bring transparency into our weekly deployments. If you have any feedback, please fill out our survey, and share your thoughts!

Original source

Dynamics 365

We’re entering a new era of AI-powered business applications, and today we’re excited to publish the 2026 release wave 1 plans for
Microsoft Dynamics 365,
Microsoft Power Platform,
and role-based agents in Microsoft 365 Copilot,
outlining a broad set of capabilities slated for release between April 2026 and September 2026. These updates reflect our ongoing commitment to making AI an essential partner in how organizations operate, innovate, and grow.

Dynamics 365 leads this wave with AI-powered, agentic innovations across sales, service, finance, supply chain, human resources (HR), and commerce—helping organizations unify data, automate processes, and elevate customer and employee experiences. Microsoft Power Platform continues to expand modern app development, intelligent automation, and enterprise-grade governance to empower makers and developers to innovate with confidence. Role-based agents in Microsoft 365 Copilot further evolve into intelligent daily command centers, helping to deliver richer, data-grounded insights and extensibility that help teams work smarter across every role.

To help you stay current on the most important and innovative capabilities, we’re moving beyond bi-annual launch events to lighter, more frequent business applications updates, featuring expert insights and demonstrations from Microsoft product leaders and engineers.

• Watch the Dynamics 365 Business Applications Update March 18 at 9 AM PDT
• Register for the Power Platform and Copilot Studio update April 15 at 9 AM PDT

Be sure to stay updated on the latest features and create your personalized release plan using the release planner.

Highlights from Dynamics 365

2026 release wave 1 updates for Dynamics 365 deliver AI-powered, agentic experiences across sales, service, finance, supply chain, commerce, HR, projects, sustainability, and enterprise resource planning (ERP)—bringing deeper Copilot integration, intelligent automation, unified customer and operational data, and enhanced cross-app capabilities to help organizations drive efficiency, elevate customer and employee experiences, and operate with greater agility and confidence.

Watch the Dynamics 365 business applications update March 18th at 9 AM PDT

Dynamics 365 Sales

Dynamics 365 Sales brings the power of AI to help sellers build their pipeline, enrich opportunities, and accelerate deal closure, while helping sellers easily access accurate, up-to-date information and recommending high-impact actions that sellers can take. Copilot experiences in Dynamics 365 Sales can draw on data spanning customer relationship management (CRM) and Microsoft 365 signals, like email and meeting recaps, to deliver actionable insights across Dynamics 365 and Microsoft 365 experiences.

Dynamics 365 Customer Service

Dynamics 365 Customer Service will continue to enhance agentic capabilities across case management, email, customer intent, quality evaluation, and knowledge management. AI-infused admin and supervisor help to provide more transparency and quicker time-to-value. These investments strengthen end-to-end service orchestration, from helping identify customer intent to driving autonomous workflows that elevate service quality and responsiveness.

Dynamics 365 Contact Center

Dynamics 365 Contact Center advances the agentic contact center in 2026 release wave 1 with new AI-powered capabilities that improve self-service, support accelerate assisted service, and help organizations run contact center operations more intelligently in 2026 release wave 1. It expands to include emerging channels, supervisor insights, and extensibility, giving organizations a unified, AI-powered system to elevate the customer experience.

Dynamics 365 Field Service

Dynamics 365 Field Service strengthens service execution across technician productivity, resource scheduling, and work order management. Investments focus on mobile usability and reliability, intelligent scheduling through the Scheduling Operations Agent, and end‑to‑end execution across assets, projects, and financial operations in this release wave. Together, these updates help organizations manage service complexity and deliver consistent service outcomes.

Dynamics 365 Sustainability

Dynamics 365 Sustainability introduces more intuitive reporting navigation, advanced calculation versioning, and granular data‑locking to reinforce governance and regulatory confidence in this wave. Expanded finance integration, streamlined workflows, and updated templates and factor libraries will further empower organizations to make informed decisions and support progress toward their sustainability goals.

Dynamics 365 Finance

Dynamics 365 Finance delivers continued global scale enhancements that drive greater financial automation, strengthen global regulatory compliance posture, and enhance financial planning and analytics—helping organizations operate more efficiently and achieve their financial and operational goals with confidence.

Dynamics 365 Supply Chain Management

Dynamics 365 Supply Chain Management’s 2026 wave 1 enhances supply and demand planning with price-demand correlation and capacity-to-promise (CTP) date protection. Supplier communication and engagement are streamlined, while warehousing gains AI-powered picking, inventory rebalancing, and hands-free scanning—driving supply chain efficiency.

Dynamics 365 Project Operations

Dynamics 365 Project Operations brings rich capabilities in 2026 release wave 1—from change order support and smarter project planning to smoother quoting, budgeting, and contract workflows. New enhancements streamline item consumption, mobile expense management, subscription billing, and modern-architecture migration—delivering connected project experience.

Dynamics 365 Commerce

Dynamics 365 Commerce strengthens business-to-business (B2B) with multi-outlet ordering, unified sign-in, outlet-specific catalogs, and built-in credit management to help reduce friction and protect cash flow. It modernizes order management and assisted-selling workflows in retail stores, helping to improve associate productivity, and customer experiences across channels. It also enables cross-legal-entity inventory lookup and flexible, attribute-based pricing to help accelerate mass updates and help drive higher sales.

Dynamics 365 Human Resources

Dynamics 365 Human Resources continues to advance in areas such as recruitment, onboarding, reporting, and integrated workforce management. By merging enhanced user experiences with broader ecosystem integration and expanding regional payroll collaborations, the platform enables organizations to optimize employee engagement, support operational accuracy, and confidently achieve their workforce objectives.

Finance and operations cross-app capabilities

Finance and operations cross-app capabilities will introduce new enhancements that strengthen the foundation for AI experiences across Dynamics 365. These updates include improvements to Model Context Protocol (MCP) servers, as well as the general availability of immersive home, which is an AI-powered workspace designed to help users stay focused and prioritize what matters most.

Dynamics 365 Customer Insights – Data

Dynamics 365 Customer Insights – Data acts as the grounding layer for CRM copilots and AI agents, delivering real‑time, unified customer profiles that help power accurate decisions. With enriched data, teams can act on insights directly in their workflow to deliver timely, personalized experiences that deepen engagement and drive better outcomes. The result is an AI-ready data core that elevates agents and helps deliver more connected, intelligent CRM experiences.

Dynamics 365 Customer Insights – Journeys

Dynamics 365 Customer Insights – Journeys empowers end-to-end, agentic customer engagements across sales, marketing, and service, allowing businesses to proactively react to customer behavior using Copilot and AI agents. With smarter orchestration tools, teams can deliver impactful campaigns at scale to drive stronger relationships, higher efficiency, and revenue growth. Part of Dynamics 365, every interaction within your organization benefits from shared data and consistent intelligence across Microsoft CRM applications.

Dynamics 365 Business Central

Dynamics 365 Business Central accelerates the move to agentic ERP with enhancements to our AI‑powered agents that automate sales and purchase scenarios in 2026 release wave 1. Alongside new business capabilities, we invest heavily in developer productivity to support extensibility—improving advanced language (AL) testing, debugging, Copilot extensibility, and agent design.

Explore the Dynamics 365 release planner

Highlights from Microsoft Power Platform and Microsoft Copilot Studio

2026 release wave 1 updates for Microsoft Power Platform deliver modernized app experiences across Power Apps and Power Pages, AI-powered automation and agent innovation in Power Automate and Copilot Studio, enhanced Dataverse intelligence and programmability, and strengthened governance, security, and cost management capabilities to help organizations build, scale, and manage intelligent solutions with confidence.

Explore the Microsoft Power Platform release planner

Power Apps

Power Apps continues to modernize app experiences with a refreshed model-driven user interface (UI), improved mobile and offline capabilities, streamlined search, and expanded AI features. This release brings standardized modern theming to everyone, real-time Dataverse access for offline-first canvas apps, enhanced search in grids and lookups, and broader availability and extensibility of generative pages to help teams build and scale intelligent apps faster.

Power Pages

Power Pages will further empower pro-developers and low-code makers to build intelligent business portals for your employees, customers, citizens, and partners through better integration with market leading AI tools. Additionally, enhanced security agent features will further support low-code makers, pro-developers, and admins with actionable insights and abilities for securing their websites.

Power Automate

Power Automate is Microsoft’s comprehensive automation platform for cloud flows, desktop flows, and process mining. This release introduces AI agent authoring, optimization, and self-healing capabilities for desktop flows, Copilot Studio-powered actions in cloud flows, enhanced maker and collaboration tools across both, general availability of object-centric process mining, and consolidated governance reporting.

Microsoft Copilot Studio

Microsoft Copilot Studio continues its journey to make agent and agentic workflows even easier to build and more powerful. Now you can further customize agents built with Agent Builder in Microsoft 365 Copilot, and power your automation with high value AI actions. Deeper governance, multi-agent orchestration, and evaluations enable further scaling. With connections to Microsoft Foundry and Work IQ, your agents can use the latest AI technology in coordination with your organizational data.

Microsoft Dataverse

Microsoft Dataverse continues to invest in enterprise-ready agentic and low-code data platform capabilities. The spotlight is on Work IQ and Copilot integration, delivering organization-specific decisions with adaptive learning and full auditability. We’re also enhancing agent programmability with Dataverse APIs, MCP servers, and Python SDK, plus new storage management tools for enterprise-grade compliance at scale.

Microsoft Power Platform governance and administration

Microsoft Power Platform governance and administration introduces admin controls for agent security, real-time risk assessment in Copilot Studio, and AI-powered governance agents that automate tenant monitoring and remediation in this release. Enhanced visibility into usage patterns, granular Copilot credit consumption with pay-as-you-go (PAYG) caps, and connector dependencies help you optimize costs, demonstrate return on investment (ROI), and enforce compliance with organizational policies using features within the Power Platform Admin Center. GitHub integration and deploy from Git mature your application lifecycle management (ALM) practices with full audit trails.

Business Applications Update

The Business Applications Update offers an early preview of new capabilities coming in the months ahead. This refreshed structure is designed to reflect the reality of our time: innovation does not happen twice a year; it is constant. Whether you are a strategic leader or a hands-on practitioner, this new cadence is built to get you quickly up to speed.

• Watch the Dynamics 365 Business Applications Update March 18 at 9 AM PDT
• Register for the Power Platform and Copilot Studio update April 15 at 9 AM PDT

Updates to role-based agents in Microsoft 365 Copilot

2026 release wave 1 updates for Microsoft role-based agents transform Sales Agent and Finance Agent in Microsoft 365 Copilot into intelligent daily command centers, helping to deliver richer, data-grounded insights, enhanced chat and mobile experiences, contextual support across Outlook and Teams, and strengthened governance and extensibility to help organizations drive productivity and scale AI responsibly.

Sales Agent

Sales Agent becomes the seller’s daily command center with richer Sales Chat and Sales Home experiences across desktop and mobile in 2026 release wave 1. Sellers will gain streamlined access to deal and account insights through configurable record summaries, contextual support in Outlook and Teams, and improved email and meeting intelligence. New governance and extensibility controls will also help organizations scale AI responsibly.

Finance Agent

Finance Agent helps finance professionals and their stakeholders interact with financial information from their ERP within the flow of work. In 2026 release wave 1, we continue expanding how this financial assistant supports common finance tasks such as reconciliation, variance analysis, and data preparation in Excel, as well as customer communications in Outlook. By bringing financial insights and assistance directly into familiar productivity tools, the Finance Agent helps teams investigate issues faster, respond to stakeholders more efficiently, and spend less time manually preparing or reconciling data so they can focus more on financial analysis and decision support.

For a complete list of new capabilities, please refer to the Dynamics 365 2026 release wave 1 plan, the Microsoft Power Platform 2026 release wave 1 plan, and role-based agents 2026 release wave 1. We also encourage you to share your feedback in the community forums for Dynamics 365 and Microsoft Power Platform.

Business Applications Update

The Business Applications Update offers an early preview of new capabilities coming in the months ahead. This refreshed structure is designed to reflect the reality of our time: innovation does not happen twice a year; it is constant. Whether you are a strategic leader or a hands-on practitioner, this new cadence is built to get you quickly up to speed.

• Watch the Dynamics 365 Business Applications Update March 18 at 9 AM PDT
• Register for the Power Platform and Copilot Studio update April 15 at 9 AM PDT

Original source

Work is changing at a structural level.

Three forces are converging. The interface layer is shifting to AI assistants. Agents handle workflow orchestration. And an intelligence layer is consolidating information across structured and unstructured sources. Together, these forces mark Frontier Transformation, where AI moves beyond basic efficiency to open new opportunities for creativity, innovation and growth.

This transformation also creates a new kind of business application: one that is integrated with the AI assistant people use every day, accessible to agents and grounded in the unique intelligence of each organization.

We call these agentic business applications. The applications themselves still reflect real business processes. But how people interact with them, how work moves through them and how they connect to the rest of the business is fundamentally different.

Today, we’re taking a significant step forward in bringing agentic business applications to life across Microsoft 365, Dynamics 365, and Microsoft Power Platform.

Interact with business applications inside Copilot

Microsoft 365 Copilot is becoming an interactive workspace for business applications. Dynamics 365 Sales, Dynamics 365 Customer Service, and custom apps built with Power Apps will surface directly as agents with rich UX inside chat in Microsoft 365 Copilot. Agents using Apps SDK and MCP Apps can also bring Microsoft partner apps into the conversation, including tools teams already use, like Adobe Express, Figma, and Wix. This is the interface layer shift in practice. Instead of switching between applications, users state what they need in Copilot and the system responds. You can review data and take action without leaving the conversation. Copilot becomes the place where work gets done.

As an example, a human resources (HR) employee can now call on their custom HR app, built with Power Apps, right within Copilot to compile a list of office locations with the highest new hire counts this quarter, viewing the results in an organized table with filter options. Additionally, they can prompt the application to show the results in a map view, all without leaving their Copilot interface.

Or a customer service representative can begin their day in Microsoft 365 Copilot by reviewing a summary of priority cases they need to focus on, easily viewing and updating their data from Dynamics 365 Customer Service.

Public preview for this capability will be available later this month for Power Apps, with availability for Dynamics 365 Sales and Dynamics 365 Customer Service launching in early April 2026. Throughout the next month, we’ll also introduce support for this capability across a handful of Microsoft partner apps, including Adobe Express, Adobe Acrobat, Base44, Box, Canva, Coursera, Figma, Miro, Monday.com, Optimizely, and Wix. All pre-built partner app experiences will be accessible via the Microsoft 365 Agent Store for users with Microsoft 365 Copilot.

Bring Copilot and agents into Dynamics 365 and Power Apps

The experience works in both directions. Microsoft 365 Copilot and agents like Researcher and Analyst will be accessible directly within Dynamics 365 Sales, Dynamics 365 Customer Service, and custom apps built with Power Apps. Employees get the same Copilot capabilities they trust across Microsoft 365 while staying grounded in their operational systems.

Customers can continue to benefit from pre-built agents in Dynamics 365, including Sales Qualification Agent, Case Management Agent, and Account Reconciliation Agent, which help teams automate routine work and focus on higher value decisions.

Consider a seller working in Dynamics 365 Sales who asks Researcher to generate a full account overview: customer relationship management (CRM) context, internal knowledge, and external research combined in one response, surfaced in place. The unit of value shifts from “find the right screen” to “get the answer and act.” This creates a more consistent experience across productivity tools and business applications. Work moves from insight to execution with less friction between systems.

Microsoft 365 Copilot in Dynamics 365 Sales, Dynamics 365 Customer Service, and canvas apps in Power Apps will be available in public preview by early April 2026. Microsoft 365 Copilot in model-driven apps built with Power Apps will reach general availability by early April 2026. A Microsoft 365 Copilot license is required. This experience with Power Apps also requires a Power Apps premium license.

“Microsoft 365 Copilot in Power Apps allows us to ask questions and make decisions directly against our Dataverse data, while also combining insights from Microsoft 365 when needed. The experience now feels truly unified, allowing our users to summarize complex operational data, trigger actions, and seamlessly access insights. We’ve seen significant increases in the value provided to both our internal solutions and customer-facing products.”

Peter Kestenholz, Founder & Head of Innovation, Context&

Grounded in your organization’s intelligence with Work IQ

Underpinning all of this is Work IQ. Work IQ connects signals from Microsoft 365 with operational data from Dynamics 365 and Power Apps. It follows work as it happens across documents, meetings, chats, and business processes. This is the intelligence layer: the thing that resolves entities and relationships across structured and unstructured sources, so agents and Copilot share a common understanding of what is happening across the business.

Decisions discussed in a meeting or email can connect to live data in a business application. Changes in one place surface where attention is needed elsewhere. And because this intelligence is grounded in Dataverse and your organization’s own data, actions stay aligned to real processes and real context.

For example, when a pricing change is discussed in a meeting, Work IQ understands how that decision impacts active opportunities in Dynamics 365 Sales, surfacing the affected opportunities within Copilot for review.

Work IQ plays an important role in making business applications agentic. Without it, agents operate on partial information. With it, they act on the full context of the business.

Users with a Microsoft 365 Copilot license can experience Work IQ with Dataverse integration directly inside Power Apps, Dynamics 365 Sales, and Dynamics 365 Customer Service in public preview by early April 2026.

See how it all comes together

Copilot, agents, and Work IQ come together as a system of work. Within that system lies a new generation of business applications: applications that understand context, respond to intent, and support execution where work actually happens. The business application stack is entering a significant architectural shift. What we’re announcing today is one step in that larger transition. We are building a platform where applications, intelligence and execution converge so teams operate with more clarity and less overhead.

You’ll see this foundation expand across Dynamics 365, Microsoft Power Platform, and Microsoft 365 as we bring more agentic capabilities into the flow of work. Agentic business applications are already taking shape.

• Tune in to the Microsoft Frontier Transformation digital event on March 9, 2026 at 8:00 AM PT.
• Register for the Business Applications Update event streaming on March 18, 2026 at 9:00 AM PT.

Read more announcements on the Microsoft 365 Blog

Original source

MICROSOFT DYNAMICS 365

The new era of AI-powered business
Adapt and innovate with agentic CRM and ERP business applications.
See plans and pricing
Try for free

OVERVIEW

Transform how work gets done with AI agents
Connect teams, processes, and data across your entire organization to create exceptional customer experiences and operational agility.

What is Dynamics 365?
Become more data-driven and innovative with agentic apps for sales, service, finance, and supply chain operations.
Explore Dynamics 365

Take a guided tour
Get a closer look at how to improve specific business processes with Dynamics 365 apps.
Start your tour

Compare plans and pricing
Find the right plan for your business needs by exploring the different options for each Dynamics 365 app.
See pricing overview

SOLUTIONS

One platform. Limitless possibilities

Modernize your CRM

Enhance customer relationships across sales, marketing, and service with an agentic CRM solution.
Explore agentic CRM

Achieve more with agentic ERP

Improve sales efficiency

Personalize service experiences

PRODUCT DEMOS

Do more with agents in Dynamics 365
See how AI and agents work with Dynamics 365 applications to give every team an edge.

Close more deals and deepen customer relationships with AI assistance.

APPS AND ADD-ONS

Customize Dynamics 365 with apps from Microsoft Marketplace
Better meet your specific business needs by adding industry-leading apps to Dynamics 365.

• Power BI

  • Collaborate better with your data.

• Copilot

  • Your copilot for work

• Adobe Acrobat for Microsoft Teams and Outlook

  • Gain insights, edit, convert, and collaborate on PDFs

• Cisco Call

  • Harness the powerful, enterprise-grade Cisco Calling within Microsoft Teams

View all apps

CUSTOMER STORIES

How customers innovate with Dynamics 365

“With Dynamics 365, total cost of ownership went down by as much as 40 percent compared to our previous solution.”
Pepijn Brinkhoff, Lead Product Owner, ABN AMRO

40%
Reduction in cost of ownership

FEATURED NEWS

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Original source

Release plans for Dynamics 365, Power Platform, Cloud for Industry, and Copilot

Find out what's new in Dynamics 365, Power Platform, Cloud for Industry, and Copilot.

REFERENCE

• Release planner

REFERENCE

• Archived release plans

2025 release wave 2

Features releasing from October 2025 through March 2026.

Microsoft Dynamics 365

Microsoft Power Platform

Role-based Copilot offerings

2025 release wave 1

Features releasing from April 2025 through September 2025.

Microsoft Dynamics 365

Microsoft Power Platform

Role-based Copilot offerings

Microsoft Cloud for Industry

2024 release wave 2

Features releasing from October 2024 through March 2025.

Microsoft Dynamics 365

Microsoft Power Platform

Original source

Service Update 214 resolves the following issues:

New/Enhanced Functionality

• Deal Risk & Importance customization now functions correctly, improving user experience and reliability.
• Latest localization files integrated into OneCRM Sales, improving accuracy and usability across regions.
• Feature dashboard now shows number of leads instead of runs and fixes filtering for RE mode.
• Multi-lingual support added for competitor research and Sales Copilot features.
• Introduced new BOT for custom research to improve efficiency and decision-making.
• Added Read-Only mode for secure and consistent interface in OneCRM D365 Sales.
• Added support for priority ranking in MCAPS powered by Generative AI to improve task prioritization.
• Integrated custom API calls in Power Automate flows for enhanced automation.
• Added real-time office availability fetcher service in EmailCopilotV2 for improved scheduling.
• Enhanced suggested action texts post-phone call and post-email sending for better user guidance.
• Integrated telephony events into OneCRM D365 Sales to improve communication efficiency.
• Added support for refresh in Opportunity Research page for real-time data updates.
• Improved multilingual support for agent language code attribute and various AI synthesizer features.
• Enhanced UI components and dynamic menu rendering for better user experience.
• Improved AI-driven insights and skills configuration for better deal risk management.
• Enabled sellers to get insights and recommendations relevant to products associated with opportunities.
• Supported provisioning and publishing of new bots in existing agents for organizational efficiency.
• Added ML service client and response processor in EmailCopilotV2 to boost email automation.
• Created FCS controlled UI component for Custom Insights to improve decision-making.
• Enhanced readiness prompts for better clarity and relevance in qualification areas.
• Implemented automatic stop of email processing when user consent expires or is revoked to ensure compliance.
• Added lifecycle progress tracking in Deal Close Agent components.
• Added multi-language support for AccountResearch and CustomizationAgent features.
• Improved SalesOpportunityResearch API with custom research insights.
• Added new Account Research Summary Synthesizer for efficient sales opportunity summarization.
• Enhanced upload quota upload functionality for reliability.
• Improved bot schema validation and event value reception in Deal Close Agent.
• Enhanced accessibility and UI validation for new attributes.
• Enabled use of EE instead of EELite during agent enablement for better performance.
• Improved email management with new v2 endpoint request builder.
• Enhanced pipeline skill accuracy in Sales Copilot.
• Improved caching for sales acceleration features.
• Fixed invalid email UI tagging.
• Improved system performance and reliability with UI refinements and reduced redundancy.
• Added multi-lingual support for various AI and research features.
• Enhanced scheduling and business closure data reliability.
• Improved system security and stability with critical vulnerability fixes.
• Enhanced software stability and user experience by refining UI interactions and accessibility.

Repaired Functionality

• Fixed lookup logic in focused view search for improved CRM functionality.
• Corrected filtering and sorting issues in Sales Insights for admins.
• Resolved display issues with the "Record type" icon on work queue cards.
• Fixed agentic memory bank bug to prevent unexpected behavior during app updates.
• Resolved overlapping and truncation issues in hierarchy visualization controls.
• Added server‑side validation for Agent Profile activation (prevents user‑facing activation failures).
• Fixed various NVDA screen reader announcements for improved accessibility.
• Corrected color contrast ratios and keyboard focus order to meet accessibility standards.
• Fixed UI access issues for buttons and controls in Opportunity Score and Relationship Analytics.
• Resolved issues with email validity tagging and status‑update announcements.
• Improved caching for Sales Acceleration configuration status for more responsive UI.
• Fixed label associations with spin buttons and tooltip announcements for accessibility.
• Addressed hallucination issues in Sales Copilot pipeline skill for more accurate insights.
• Fixed event‑value reception issues in Deal Close Agent.
• Corrected use of color for link differentiation in Digital Sales Prospecting settings.
• Resolved bot response schema validation failures (visible in bot interactions).
• Fixed data loading and flickering issues in scheduling components.
• Improved monitoring and telemetry for Deal Close Agent (improves reliability customers experience).
• Fixed invalid email UI tagging and improved email‑processing compliance.
• Enhanced UI validation and lifecycle tracking in Deal Close Agent components.
• Fixed various bugs related to multi‑language support and AI features.
• Fixed issues causing UI truncation and overlapping in various modules.
• Resolved bugs affecting user experience in sales and scheduling features.

Accessibility Repaired Functionality

• Improved accessibility by correctly associating visual labels with controls in hierarchy visualization.
• Enhanced link distinguishability without relying on color in Dynamics 365 Sales Workspace.
• Ensured NVDA screen readers announce links and button states with proper context.
• Improved color contrast ratios for buttons and indicators to meet accessibility standards.
• Fixed keyboard focus order and ensured focus remains within pages.
• Enabled keyboard access to buttons and controls in Opportunity score columns.
• Corrected name properties for toggle buttons to improve assistive technology usability.
• Ensured screen readers announce status updates and tooltip information correctly.
• Improved focus visibility on spin buttons and other interactive elements.
• Enhanced accessibility in Relationship Analytics and Predictive Opportunity Scoring screens.
• Fixed use of color for link differentiation in Digital Sales Prospecting settings.
• Improved screen reader compatibility for various UI elements in Dynamics 365 Sales Premium.
• Enhanced accessibility for visually impaired users by ensuring proper announcements and focus management.
• Corrected accessibility issues related to zoom and text truncation.
• Improved usability for screen reader users by simplifying tooltip text and announcements.

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Microsoft Dynamics 365 Sales - version 9.0.25111.10001

Update package

• Version number
• Service Update 211 for Microsoft Dynamics 365 Sales version 9.0.25111.10001 (or higher) 9.0.25111.10001

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 211 resolves the following issues:

New/Enhanced Functionality

• Adaptive card handling in the Chat Experience enhances security and reliability of CRM solutions.
• Sales agents RTB improvements in the Configuration Agent enhance security, functionality, and user experience.
• Inclusion of email field filter in selection criteria ensures accurate data retrieval and prevents missed records.
• New solution for Configuration Agent improves security and efficiency in customer interactions.
• APAC exclusion added to allow Sales Copilot features without cross-geo consent, improving security and functionality.
• Hierarchy viewer tab added to simplify entity navigation and boost productivity.
• Updates to strings, redlines, and accessibility fixes improve Sales Close Agent usability and compliance.
• Embed chat fixes enhance chat reliability and communication within OneCRM.
• ProcessEngageResult API updated for better test simulation and smoother deal closures (customer impact: more stable deal‑closing experience).
• Step‑by‑step setup topics created for Sales Close Agent to improve user guidance.
• Security fixes applied to Sales.Copilot and CRM.Solutions.AcceleratedSales for safer operations.
• Localized files correctly integrated for better regional user experience.
• Activation handling improvements allow direct record access from Dynamics 365 Sales Hub grids.
• Transition handling between Settings and Chat experience enhanced for reliability.
• Preview tags removed for finalized features, increasing trust and stability.
• Default enablement of CustomResearchInsight ECS flags provides enhanced research insights.
• AI‑driven insights integrated into Sales Close Collaboration Panel for better collaboration.
• Automated notification visibility improved for timely and relevant updates.
• 'Total Number of Risks' column added to risk indicator table for a complete risk overview.
• Microsoft 365 consent descriptions clarified for better user understanding.
• Empty Product and Quote Insights sections hidden in Opportunity Research to reduce UI clutter.
• Sales Insights package versions updated for improved reliability and performance.
• Email prompt upgraded and product recommendation fixed in Sales Close Agent for better guidance and accuracy.
• Rubrics updated for enhanced competitor insights.
• Product configuration improved with AI prompt and list rows connector, enhancing setup experience.
• Out‑of‑segment opportunities excluded from Opportunity Research refresh for more relevant insights.
• Deal Close Agent renamed to Sales Close Agent for consistency and clarity.
• AI prompt improvements enhance decision‑making in sales processes.

Please click here to get the list of new/enhanced functionalities details.

Repaired Functionality

• Account news content filtering improved for more accurate and reliable information.
• "Reset to default" button alignment fixed on the Admin Settings page for a cleaner UI.
  • Text area resizing fixed in MCAPS RO‑mode product section for better usability.
• Engage readiness grid loading issue fixed in UCI for smoother navigation.
• Sales.Copilot input payload reliability improved, enhancing stability.
• Link to Copilot Studio corrected for adding Knowledge Sources, improving workflow continuity.
• Agent emails Knowledge Source tab description updated for clarity.
• Records now open correctly from grids in Dynamics 365 Sales Hub for consistent behavior.
• Playbook path conversion fixed to prevent timeout issues during execution.
• Whitespace added in custom insight citations for better readability.
• Casing corrected in Key Deal Insights citations for consistency.
• Error message padding fixed in Sales Close Agent for improved readability.
• SharePoint URL editing enabled in DCA Admin UI for smoother configuration.
• Dropdown icon truncation removed for better accessibility.
• Privilege errors for salesperson users fixed, reducing access issues.
• Product creation limited to improve interface performance and reduce UI slowdowns.
• Notification added when no matching records are found in SQA RE testing—improves transparency.
• Default 'Name' field removed in product knowledge fields to reduce confusion.
• SharePoint URL editable when empty, improving admin flexibility.
• Product lookup search now queries CRM database, increasing accuracy.
• False unsaved‑changes alerts removed on product pages for smoother editing.
• Action buttons now visible in new notifications, ensuring options aren't missed.
• Customer‑facing error message added for "no record found" in LinkedInExtensions.
• Revenue display accuracy fixed in Opportunity Summary.
• Summary queries correctly directed to DVQnA, improving insight quality.
• Email filter issue fixed in D365 Sales App Copilot for more accurate filtering.
• LogicalName null issue fixed in MeetingPrep query expression.
• Banner summary cached when agent disabled, preventing misleading UI messages.
• Duplicate outreach emails prevented to avoid customer confusion.
• Auto‑reply email processing improved for reduced redundancy.
• Hotfix improves reliability of online evaluations.
• Query check for account research results relaxed for more accurate insight retrieval.

Accessibility Repaired Functionality

• Dropdown icon truncation issue fixed to improve accessibility in Deal Closing Agent.
• Screen reader tooltip announcements improved for Sales Qualification Agent Research Insights.
• Keyboard accessibility enhanced for Bing Search Tooltip.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Microsoft Dynamics 365 Sales - version 9.0.25112.10001

Service Update 212 for Microsoft Dynamics 365 Sales version 9.0.25112.10001 (or higher) - Version number 9.0.25112.10001

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

New/Enhanced Functionality

• Added SMS providers to enhance communication capabilities in the Sales Accelerator Workspace.
• Enabled creating sequences with SMS steps, improving communication flexibility and data reliability.
• Enabled sending SMS from Sales Accelerator Workspace for reliable, multi‑channel outreach.
• Improved CRM functionality by removing owner ID in research result entity and introducing parent‑child relationships (clearer data modeling, fewer access issues).
• Saved custom research insight configuration in agent config to support enhanced localization.
• Added API to verify prerequisite status for features in Sales Generative AI Deal Close Agent (smoother feature activation).
• Improved AI prompt for generating value propositions and outreach email templates (higher‑quality suggestions).
• Improved AI prompt alignment for generating clear, guided messages.
• Added AI‑generated disclaimers and feedback controls for transparency in AI usage.
• Extended SQA handover to support attribute matching in Assignment Engine V2 for more accurate lead/record routing.
• Fixed security issues in CRM.Client.LeadResearch to enhance system safety for end users.
• Removed outdated CES triggers to improve performance and reduce noise.
• Enhanced solution import control using FCS similar to DCA, providing more stable feature rollout.
• Fixed InlineReferences bug improving reliability in core services that users depend on.
• Released version 10.4, ensuring stability and readiness of new customer‑facing features.
• Aligned guided prompt messages with design specifications for clearer user comprehension.
• Created feature flags for MCAPS Phase 2 UI updates, enabling progressive UI improvements.
• Updated competitor UI design for DCA to improve accessibility and clarity.
• Made "Add KS" button always visible for more intuitive knowledge source configuration.
• Fixed server configuration issues in competitor research API for dependable insights.
• Improved consent flow for salesperson users, reducing access friction.
• Updated MCS connector for improved email validation accuracy.
• Added existence check in Draft Outreach Email tool to prevent user‑facing errors.
• Improved Prerequisites screen for better customer understanding before feature activation.
• Added MDL workspace and FCS for sales agents improving evaluation and insight capabilities.
• Workflow activation added for new cleanup flow, improving workspace performance.
• Added error panel for COT to aid user troubleshooting.
• Migrated Email Copilot to new endpoint for improved email generation reliability.
• Updated rubrics for competitor insights, improving guidance and decision support.
• Added FCS for COT to enhance sales efficiency.
• Improved UI clarity and accessibility across various surfaces.
• Enhanced competitor research and outreach email personalization for more relevant insights.
• Enhanced system reliability and user experience through multiple stability and consistency improvements.

Repaired Functionality

• Resolved error in phone call sequence activity in work queue for smoother workflow.
• Ensured color contrast meets accessibility standards.
• Fixed quick campaign customization and content truncation issues.
• Improved account news content filtering reliability.
• Enhanced performance of ModernSA feature.
• Enabled automatic follow-up emails for DV record creation.
• Fixed retry iteration count bug in configuration topics.
• Corrected prediction status display errors.
• Restricted 'In Progress' banner visibility to opportunity owners.
• Corrected messages in DCA Setup Orchestrator.
• Resolved critical security bug in .NET SDK.
• Fixed truncation of Update and Cancel buttons.
• Improved screen reader announcements for error messages.
• Made 'Learn more' links distinguishable without relying on color.
• Ensured unique identifiers for 'remove' buttons.
• Fixed UI inconsistencies with scroll bars.
• Corrected AI Prompts completion status display.
• Migrated network isolation in pipelines for security.
• Assigned correct ownership in research result records.
• Fixed screen reader focus and heading structure issues.
• Ensured consistent pre-requisite notifications.
• Added discernible text to buttons for accessibility.
• Fixed intent detection in Orchestrator.
• Improved MSX onboarding stability.
• Fixed focus loss after activating 'Create Custom Research'.
• Corrected messaging when no knowledge source is added.
• Handled AggregateQueryRecordLimit exceeded error.
• Fixed styling issues in product dialog.
• Enhanced CRM.Client.LeadResearch stability and compatibility.
• Fixed Hand Off Criteria default error state.
• Improved screen reader focus on competitor research page.
• Corrected 'Quick setup' visibility.
• Fixed wrong options in Email Validation flow.
• Resolved mapping issues for opportunity IDs.
• Improved icon visibility in certain themes.
• Made summary visible immediately after task completion.
• Fixed content shifting due to scroll bar.
• Corrected FetchXML filter criteria for Link Entities.
• Aligned Deal Close Agent interface with design specifications.
• Fixed ownership tracking in M365 watermark.
• Disabled unintended feature activation for stability.
• Ensured visibility of related records with empty optional fields.
• Prevented unwanted email processing.
• Managed data cleanup after workflow activation failures.
• Ensured reliable data retrieval in MeetingPrep.
• Improved query routing accuracy.
• Directed users to configuration page after chat exit.
• Enabled viewing of owner update summaries during ongoing research.
• Set default Supervisorflags to true.
• Added detailed DLP policy information in error messages.
• Fixed revenue data issues in Opportunity Summary.
• Improved compatibility with latest Copilot Solutions.
• Fixed incorrect profile returns in SQA Orchestrator.
• Corrected agent name display when 'engage' is selected.
• Prevented email filter display regression.
• Disabled customization for AI models and topics for consistency.
• Streamlined configuration process by removing unnecessary prerequisites.
• Ensured accurate citation display in Generative AI module.
• Fixed ownership update failures for old research records.
• Enabled personalized banner text in App Copilot and PVA Integration.
• Removed duplicated agent processing state records.
• Optimized feature status checks for performance.
• Fixed products dropdown issue.
• Relaxed query checks for account research results.
• Prevented repetitive auto-reply email processing.
• Enhanced reliability of online evaluations.
• Fixed logic and logging in Deal Close Agent.
• Updated playbook content for improved response accuracy.
• Ensured consistent banner visibility when agent is disabled.
• Added error notifications for MCS failures.
• Fixed outreach mail generation errors due to privilege issues.
• Prevented duplicate outreach emails.

Accessibility Repaired Functionality

• Ensured color contrast meets WCAG 2 AA minimum thresholds for improved readability.
• Fixed truncation of Update and Cancel buttons for better visibility.
• Improved screen reader announcements for required‑field error messages.
• Made 'Learn more' links distinguishable without relying solely on color.
• Added discernible text to interactive buttons for improved accessibility.
• Improved screen reader focus on the competitor research page.
• Fixed focus loss after activating the Create Custom Research button.
• Ensured error messages are properly announced by screen readers.
• Improved accessibility of interactive controls to prevent keyboard focus problems.
• Provided unique identifiers for all "remove" buttons (improves assistive tech reliability).
• Fixed UI inconsistencies with multiple scroll bars to ensure smoother navigation.
• Fixed screen reader focus and heading structure issues in research insights.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Microsoft Dynamics 365 Sales - version 9.0.25123.10001

Update package

• Service Update 214 for Microsoft Dynamics 365 Sales version 9.0.25123.10001 (or higher) 9.0.25123.10001

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 214 resolves the following issues:

New/Enhanced Functionality

• Deal Risk & Importance customization now functions correctly, improving user experience and reliability.
• Latest localization files integrated into OneCRM Sales, improving accuracy and usability across regions.
• Feature dashboard now shows number of leads instead of runs and fixes filtering for RE mode.
• Multi-lingual support added for competitor research and Sales Copilot features.
• Introduced new BOT for custom research to improve efficiency and decision-making.
• Added Read-Only mode for secure and consistent interface in OneCRM D365 Sales.
• Added support for priority ranking in MCAPS powered by Generative AI to improve task prioritization.
• Integrated custom API calls in Power Automate flows for enhanced automation.
• Added real-time office availability fetcher service in EmailCopilotV2 for improved scheduling.
• Enhanced suggested action texts post-phone call and post-email sending for better user guidance.
• Integrated telephony events into OneCRM D365 Sales to improve communication efficiency.
• Added support for refresh in Opportunity Research page for real-time data updates.
• Improved multilingual support for agent language code attribute and various AI synthesizer features.
• Enhanced UI components and dynamic menu rendering for better user experience.
• Improved AI-driven insights and skills configuration for better deal risk management.
• Enabled sellers to get insights and recommendations relevant to products associated with opportunities.
• Supported provisioning and publishing of new bots in existing agents for organizational efficiency.
• Added ML service client and response processor in EmailCopilotV2 to boost email automation.
• Created FCS controlled UI component for Custom Insights to improve decision-making.
• Enhanced readiness prompts for better clarity and relevance in qualification areas.
• Implemented automatic stop of email processing when user consent expires or is revoked to ensure compliance.
• Added lifecycle progress tracking in Deal Close Agent components.
• Added multi-language support for AccountResearch and CustomizationAgent features.
• Improved SalesOpportunityResearch API with custom research insights.
• Added new Account Research Summary Synthesizer for efficient sales opportunity summarization.
• Enhanced upload quota upload functionality for reliability.
• Improved bot schema validation and event value reception in Deal Close Agent.
• Enhanced accessibility and UI validation for new attributes.
• Enabled use of EE instead of EELite during agent enablement for better performance.
• Improved email management with new v2 endpoint request builder.
• Enhanced pipeline skill accuracy in Sales Copilot.
• Improved caching for sales acceleration features.
• Fixed invalid email UI tagging.
• Improved system performance and reliability with UI refinements and reduced redundancy.
• Added multi-lingual support for various AI and research features.
• Enhanced scheduling and business closure data reliability.
• Improved system security and stability with critical vulnerability fixes.
• Enhanced software stability and user experience by refining UI interactions and accessibility.

Repaired Functionality

• Fixed lookup logic in focused view search for improved CRM functionality.
• Corrected filtering and sorting issues in Sales Insights for admins.
• Resolved display issues with the "Record type" icon on work queue cards.
• Fixed agentic memory bank bug to prevent unexpected behavior during app updates.
• Resolved overlapping and truncation issues in hierarchy visualization controls.
• Added server‑side validation for Agent Profile activation (prevents user‑facing activation failures).
• Fixed various NVDA screen reader announcements for improved accessibility.
• Corrected color contrast ratios and keyboard focus order to meet accessibility standards.
• Fixed UI access issues for buttons and controls in Opportunity Score and Relationship Analytics.
• Resolved issues with email validity tagging and status‑update announcements.
• Improved caching for Sales Acceleration configuration status for more responsive UI.
• Fixed label associations with spin buttons and tooltip announcements for accessibility.
• Addressed hallucination issues in Sales Copilot pipeline skill for more accurate insights.
• Fixed event‑value reception issues in Deal Close Agent.
• Corrected use of color for link differentiation in Digital Sales Prospecting settings.
• Resolved bot response schema validation failures (visible in bot interactions).
• Fixed data loading and flickering issues in scheduling components.
• Improved monitoring and telemetry for Deal Close Agent (improves reliability customers experience).
• Fixed invalid email UI tagging and improved email‑processing compliance.
• Enhanced UI validation and lifecycle tracking in Deal Close Agent components.
• Fixed various bugs related to multi‑language support and AI features.
• Fixed issues causing UI truncation and overlapping in various modules.
• Resolved bugs affecting user experience in sales and scheduling features.

Accessibility Repaired Functionality

• Improved accessibility by correctly associating visual labels with controls in hierarchy visualization.
• Enhanced link distinguishability without relying on color in Dynamics 365 Sales Workspace.
• Ensured NVDA screen readers announce links and button states with proper context.
• Improved color contrast ratios for buttons and indicators to meet accessibility standards.
• Fixed keyboard focus order and ensured focus remains within pages.
• Enabled keyboard access to buttons and controls in Opportunity score columns.
• Corrected name properties for toggle buttons to improve assistive technology usability.
• Ensured screen readers announce status updates and tooltip information correctly.
• Improved focus visibility on spin buttons and other interactive elements.
• Enhanced accessibility in Relationship Analytics and Predictive Opportunity Scoring screens.
• Fixed use of color for link differentiation in Digital Sales Prospecting settings.
• Improved screen reader compatibility for various UI elements in Dynamics 365 Sales Premium.
• Enhanced accessibility for visually impaired users by ensuring proper announcements and focus management.
• Corrected accessibility issues related to zoom and text truncation.
• Improved usability for screen reader users by simplifying tooltip text and announcements.

Return to the all version availability page.

If you have any feedback on the release notes, please provide your thoughts here.

Original source

Microsoft Dynamics 365 Sales - version 9.0.25113.10001

Update package Version number
Service Update 213 for Microsoft Dynamics 365 Sales version 9.0.25113.10001 (or higher) 9.0.25113.10001

To determine whether your organization had this update applied, check your Microsoft Dynamics 365 version number. Click the gear icon in the upper-right corner, and then click About.

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 213 resolves the following issues:

New/Enhanced Functionality

• Outreach emails now have consistent paragraph spacing for better readability.
• EmailCopilotV2 adds an email data fetcher service, improving AI‑generated email accuracy.
• ‘Learn more’ links added to SQA helper cards to guide users more effectively.
• Deal Risk & Importance customization enhances Opportunity Research and Deal Acceleration insights.
• New email & call menu button improves user interaction options.
• New Account Research Summary Synthesizer Flow speeds up understanding of customer accounts.
• New topic added in OR bot for merging account research summaries.
• Update of SCA strings improves AI‑generated content accuracy.
• Update of rubrics for competitor insights improves guidance quality.
• FCS added for COT enhances Deal Close Agent capabilities.
• Additional filtering options added to the Enhanced Add Products grid for more precise selection.
• Prep sheet button moved to the top of the page for easier access.
• Support for right‑to‑left (RTL) languages added in AgentConfigControl for global usability.
• New custom API to get formatted opportunity values improves accuracy in sales workflows.
• Supervisor features enabled by default for better management visibility.
• Removal of the accessibility prompt streamlines agent interactions.
• Error panel added for COT improves troubleshooting clarity.
• Custom API to return rule‑to‑role mapping improves accuracy in user configurations.
• Integration of end‑to‑end simulation flow improves Deal Close Agent reliability.
• Uptake of the latest Sales Insights package versions ensures feature freshness and stability.
• Improved AI efficiency via new services (e.g., EmailCopilotV2 automation).
• Enhanced orchestration reliability via new logs and APIs in Opportunity Research.

Repaired Functionality

• Fixed truncation of content on the Opportunity Research screen during resize.
• Improved visibility of 'About' and 'Detail' tabs in dark mode.
• Fixed keyboard focus order in “Select field to map” dialog.
• Improved screen reader focus on competitor research page.
• Ensured screen reader announces required-field status.
• Eliminated duplicate screen reader announcements.
• Ensured buttons have discernible text in Sales Opportunity Research.
• Fixed toolbar visibility and dropdown truncation in research dialog.
• Improved clarity of summary page headings.
• Removed black border around focused text input box.
• Fixed bullet point display issues.
• Positioned loading text correctly above loading bar.
• Outreach emails have consistent paragraph spacing.
• Improved differentiation of 'learn more' links in outreach emails.
• Added salutation in outreach templates.
• Included AI disclaimers in outreach emails during simulation.
• Fixed outreach mail generation failure due to read privilege issues.
• Prevented duplicate outreach emails, including cases where a previous run was incomplete.
• Passed source application when calling unsubscribe API link.
• Corrected currency display in Opportunity Research Insights.
• Corrected revenue display issues in Opportunity Summary.
• Lead names now display correctly in Sales Agent interface.
• Corrected agent usernames in Deal Close Agent.
• Added additional details to agent summary aligning with design.
• Added static AI disclaimer in quick and step‑by‑step flows.
• Updated knowledge source for improved AI accuracy.
• Improved messaging clarity in value proposition flows.
• Corrected stakeholder entity type in citations.
• Improved citation display for COT.
• Ensured continuous SAR creation and research.
• Enabled custom text for banners.
• Ensured configuration summary is visible during chat.
• Improved Orchestrator reliability and accuracy.
• Made Opportunity navigation link visible on research page header (both initial and repeated cases).
• Fixed incorrect summary text for Target Opportunity.
• Improved fallback logic in Deal Close Agent ensuring smooth behavior.
• Verified bug fixes for reliable Sales Copilot functionality.
• Related records now show even if optional name fields are empty.
• Fixed save‑button enablement issue when changing agent prerequisites.
• Validated SharePoint URL in DCA.
• Used default values for compliance profiles in DCA.
• Fixed permission prompt failure for Dataverse connection.
• Enabled modification of email templates in onboarding.
• Enabled customization for Sales Close Agent search entity.
• Added DLP policy details in error messages.
• Ensured SAR creation not blocked by workflow activation failures.
• Restarted processes correctly after errors.
• Improved record switching speed in modern Sales Agent.
• Reduced unnecessary follow‑ups in value proposition generation.
• Corrected query routing to DVQnA.
• New filtering options added in Enhanced Add Products grid.
• Fixed product dropdown issues (initial and secondary).
• Ensured fetchxml selection criteria always include conditions.
• Ported MSX onboarding fixes for smoother Deal Close Agent onboarding.
• Aligned user experience to design specifications across surfaces.
• Renamed Sales Agent to Setup Agent for improved clarity.
• Chat interface now displays personalized agent names.
• Agent started banner shows agent‑specific information.
• Added introduction context in reentry flow.
• Fixed summary repetition in onboarding workflows.
• Removed manual/quick setup dialog when agent is on.
• Improved compatibility with latest Copilot Solutions versions (multiple instances).
• Improved fallback to options without resuming setup.
• Deal Close Agent recovers smoothly from errors.
• Fixed connector error for data retrieval.
• Improved event value transmission in Deal Close Agent.
• Provided hotfix for online evaluations.
• Fixed start agent event notification.
• Parsed agent profile ID correctly.
• Fixed issues with selected record loading in main form.
• Ensured reliable MeetingPrep logical name retrieval.
• Fixed playbook content modification in Sales Close Agent.
• Prevented repeated auto‑reply email processing.
• Checked feature statuses only when enabled.

Accessibility Repaired Functionality

• Fixed truncation of content on the Opportunity Research screen during resize.
• Improved visibility of ‘About’ and ‘Detail’ tabs in dark mode.
• Fixed toolbar visibility and dropdown truncation in the research dialog.
• Ensured appropriate role attribute values to improve accessibility.
• Improved identification of ‘Learn more’ links without relying solely on color.
• Ensured buttons have discernible text in Sales Opportunity Research.
• Fixed keyboard focus order in the “Select field to map” dialog.
• Screen reader now announces mandatory status for required fields.
• Eliminated duplicate screen reader announcements for input fields.
• Screen reader now announces button states correctly in mapping dialogs.
• Added descriptive alt text to preview images on the lead research page.
• Defined proper title/name for SVG images in Compliance section.
• Ensured appropriate role attribute values for better accessibility.
• Improved identification of 'Learn more' links without relying on color.
• Screen reader now announces button states correctly.
• Defined title/name for SVG images in Compliance sections.
• Added descriptive alt text to preview images on lead research page.

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