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Microsoft Dynamics 365 Blog

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,

Published
2 min read

Update the connection limits for custom Contact Center reports  

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

Unlock the Customer Feedback Survey Agent powered by Copilot Studio 

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

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

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

Published
3 min read

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

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

Published
2 min read

End of support for Smart Assist case and knowledge suggestions 

As Copilot in Dynamics 365 Customer Service continues to improve, it offers a better alternative for case and knowledge suggestions than Smart Assist. Therefore, starting June 2, 2025, we will no longer support case and knowledge suggestions via Smart Assist in Dynamics 365 Customer Service. We strongly encourage customer service organizations to turn on Copilot

Transition from Unified Service Desk to Customer Service workspace 

On April 1, 2026, we are deprecating the Microsoft Dynamics 365 Unified Service Desk (USD) with CRM Online application. Its end of support date will be June 30, 2028. We are encouraging customers to use this extended deprecation period to transition to the Customer Service workspace application.   Customer Service workspace is our flagship application for modern

Try multilingual voice agents in Dynamics 365 Contact Center 

Imagine a large retailer with a contact center that supports customers who speak multiple languages. Previously, they needed separate bots for each language, making things complicated and slowing down deployments. Now, with multilingual voice agents, the retailer can handle all customer calls using one phone number, easily switching languages mid-call based on customer input. That

Published
2 min read

Deprecation of VAT return direct submission to UK MTD in Dynamics 365 Finance for on-premises deployments  

Since 2019, Dynamics 365 Finance has supported direct system-to-system integration with the web service provided by His Majesty’s Revenue and Customs (HMRC) to submit Value Added Tax (VAT) returns for UK-registered companies under the Making Tax Digital (MTD) project.  Due to security requirements, we must modify our implementation approach and can no longer support this integration for on-premises deployments of Dynamics 365 Finance.

Optimize your email marketing campaigns with advanced analytics features 

As a marketer, the key to optimize your email performance lies in understanding your customers. Every interaction with a customer is a goldmine of information, revealing critical insights into their behavior, preferences, and engagement patterns. Savvy marketers harness this data to tailor content, enhance customer experiences, and elevate engagement rates. Despite the rise of new

Published
4 min read

Customize Dynamics 365 Sales Agents with your data sources and taxonomy 

This week at Microsoft Ignite, we announced new capabilities to further enhance your agents by grounding them in your company’s unique data and taxonomy, as well as enriching the agents’ knowledge with third-party data. This allows the agent to assess a lead’s intent to buy with greater precision, providing a more comprehensive and accurate data set for the agent to work with. These capabilities will be rolling out in early 2025.