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Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations
Project quotations in Dynamics 365 Project Operations help you create and manage detailed estimates for your customers before a project begins. A project quotation includes the estimated scope of work, roles, effort, timelines, pricing, and terms, providing a clear...
Use agreements in Field Service to automatically generate recurring work orders
Recurring maintenance, inspections, or repairs are common use cases for service-based organizations. Agreements in Dynamics 365 Field Service help streamline recurring operations consistently. You define the terms and conditions of your service contracts, such as...
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,...
Sales Order Agent in Microsoft Dynamics 365 Business Central: Now in public preview
We’re pleased to share that the previously announced Sales Order Agent for Microsoft Dynamics 365 Business Central is now available for customers in paid public preview. The first prebuilt agent in Business Central represents an important milestone in the changing...
Transforming manufacturing with Microsoft Dynamics 365: A comprehensive analysis
In today’s rapidly evolving manufacturing landscape, staying ahead of the curve is not just an option—it’s a necessity. A new white paper titled “The Business Value of Microsoft Dynamics 365 for Manufacturers” analyzes how manufacturers are using Dynamics 365 to...
Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent
We’re thrilled to introduce the public preview release of Scheduling Operations Agent, a feature for Dynamics 365 Field Service enabling dispatchers to improve technician schedules quickly and efficiently. Transform dispatching in Dynamics 365 Field Service today! In...
Project Task Progress Update in Project Operations & Mark Task as Completed
Update % progress manually on Project Tasks in Project Operations. The post Project Task Progress Update in Project Operations & Mark Task as Completed appeared first on D365 Demystified.
Simplifying License Management for Dynamics 365 Finance and Operations: Improved User License Validation
Today, we’re introducing updates that will help centralize user license management and provide clarity for administrators. Starting April 30th, administrators will have access to license usage reporting that shows seats available and seats assigned. For users that...
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...
Microsoft named a Leader in The Forrester Wave™: Customer Relationship Management, Q1 2025
Customer expectations continue to grow, with rising demand for seamless, connected, and personalized experiences across sales, marketing, and service. However, meeting these demands can be a complex and expensive undertaking, and legacy applications accessing siloed...
Introducing Researcher and Analyst in Microsoft 365 Copilot
Introducing two, first-of-their-kind reasoning agents in Microsoft 365 Copilot. The post Introducing Researcher and Analyst in Microsoft 365 Copilot appeared first on Microsoft 365 Blog.
The future of manufacturing with Microsoft Dynamics 365 is here—are you ready?
This week, thousands of manufacturers will gather at Hannover Messe 2025 for insights into solutions to unprecedented challenges, from rising energy costs to supply chain disruptions, workforce shortages to geopolitical conflicts. Top of mind for many attendees is how...
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