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.
The post Inspection builder preview: digital transformation made easy with AI appeared first on Microsoft Dynamics 365 Blog.
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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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
The post Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations appeared first on Microsoft Dynamics 365 Blog.
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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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.
The post Use the Contact Center AI summary for call quality management appeared first on Microsoft Dynamics 365 Blog.
We’re pleased to share that the Sales Order Agent for Microsoft Dynamics 365 Business Central is now available in paid public preview.
The post Sales Order Agent in Microsoft Dynamics 365 Business Central: Now in public preview appeared first on Microsoft Dynamics 365 Blog.
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.
The post Transform dispatching in Dynamics 365 Field Service with Scheduling Operations Agent appeared first on Microsoft Dynamics 365 Blog.
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
The post Naming updates to Copilot Service workspace and service representatives appeared first on Microsoft Dynamics 365 Blog.
This week, thousands of manufacturers will gather at Hannover Messe 2025 for insights into the changing manufacturing landscape. Top of mind for many attendees is how AI will impact the manufacturing industry.
The post The future of manufacturing with Microsoft Dynamics 365 is here—are you ready? appeared first on Microsoft Dynamics 365 Blog.
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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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,
The post Dynamics 365 Contact Center strengthens patient trust with HIPAA compliance appeared first on Microsoft Dynamics 365 Blog.
Personalizing customer journeys requires a more proactive approach assisted with AI.
The post AI-powered sales journeys: Personalization at scale for exceptional customer experiences appeared first on Microsoft Dynamics 365 Blog.
In today’s fast-changing world, financial, operational, and organizational leaders must respond to shifting demands and market volatility with agility.
The post Unlock insights with Business performance analytics in Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.
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
The post Update the connection limits for custom Contact Center reports appeared first on Microsoft Dynamics 365 Blog.
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.
The post Unlock the Microsoft Copilot Studio-powered customer survey appeared first on Microsoft Dynamics 365 Blog.
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.
The post Spatial annotations for frontline technicians with Dynamics 365 Field Service & Microsoft Teams appeared first on Microsoft Dynamics 365 Blog.
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.
The post Essential Clean-Up Guide for Partners: 2025 Release Wave 1 appeared first on Microsoft Dynamics 365 Blog.
AI-powered customer profiling enables a shift from reactive decision making by sales teams to proactive customer engagement.
The post Accelerating sales with unified data in the AI era appeared first on Microsoft Dynamics 365 Blog.
This feature uses Application Insights to provide detailed analytics and reporting capabilities. Within Application Insights, you can create queries to drill down to data most relevant for your organization. Based on those queries, create dashboards with visualizations tailored to your specific needs.
The post Mobile Offline Data with Application Insights appeared first on Microsoft Dynamics 365 Blog.
We’ve published the 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and role-based Copilot offerings. These plans are a compilation of the new capabilities planned to be released between April 2025 and September 2025.
The post 2025 release wave 1 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Copilot offerings appeared first on Microsoft Dynamics 365 Blog.
On April 1, 2026, we will be deprecating the Microsoft Dynamics 365 Unified Service Desk (USD) with CRM Online application with an end of support date of 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
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This year at NRF, we will showcase the latest AI and agent innovations in Dynamics 365 AI-powered ERP and Service solution.
The post The future of retail with Dynamics 365 AI-powered ERP solutions appeared first on Microsoft Dynamics 365 Blog.
