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Dynamics 365

Microsoft Dynamics 365 Blog

Blog posts for: Business Decision Makers IT Professionals
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IT Professionals
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Apr 25
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2 min read

Reimagining Supplier Communications with Dynamics 365 Supplier Communications Agent  

Microsoft Dynamics 365 Supplier Communication Agent is here to transform the way purchasing professionals interact with suppliers and suppliers. Reimagining supplier communications in Dynamics 365 and enable leaner, faster, and more accurate workflows. 

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Enhance quality compliance with Dynamics 365 Supply Chain Management  

This April, we're adding new, advanced features for quality management in Dynamics 365 Supply Chain Management. These provide extended quality control throughout the supply chain, ensuring compliance with regulations, boosting product quality, and enhancing customer satisfaction. These new features foster continuous improvements and risk mitigation through a feedback-driven approach. They also minimize reliance on third-party quality management solutions.  

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Inspection builder preview: digital transformation made easy with AI 

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

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Transform routing rule administration with bulk management 

We’re continually improving Dynamics 365 Customer Service to help organizations deliver faster, smarter, and more efficient customer experiences. Today, we’re excited to announce that administrators will now be able to maintain routing rules in bulk. This enhancement empowers administrators to update routing configurations across the board with just a few clicks—a game-changing update for teams

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

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

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Use agreements in Field Service to automatically generate recurring work orders  

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

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Use the Contact Center AI summary for call quality management 

An update is coming to the closed conversation form in Dynamics 365 Contact Center.  If the administrator has enabled the option, service reps can view the recordings and transcripts at the end of the conversation. They can also view sentiment analysis, key metrics, AI summary, post call survey results, and sessions in the conversation journey.

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Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent  

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

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3 min read

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

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

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Naming updates to Copilot Service workspace and service representatives 

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

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Teams Phone extensibility for Dynamics 365 Contact Center  

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

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Dynamics 365 Contact Center strengthens patient trust with HIPAA compliance  

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