Dynamics 365

Dynamics 365 Customer Service provides out-of-the-box historical reporting built on a shared analytics foundation: a scalable, open, and AI-ready data foundation for Customer Experience and AI analytics scenarios across Dynamics 365. It uses a lakehouse-based architecture that can scale with data volume, supports curated analytics datasets for direct querying, and enables consistent reporting and semantic definitions across reports, agents, and copilots.

GA: October CY2026

The Expense Agent mobile app for Dynamics 365 Business Central extends expense capture to iOS and Android mobile devices by enabling employees to submit receipts directly from their phone or using native share functionality.

Employees can take a photo of a receipt with their phone camera or select an existing image or document, and share it with Expense Agent mobile app. They can also capture multiple receipts directly from the mobile app and process them automatically. The Expense Agent mobile app processes the input, extracts relevant information, and automatically creates expense entries without requiring additional manual steps.

The…

GA: October CY2026 · Preview: October CY2026

Dynamics 365 Customer Service provides out-of-the-box historical reporting built on a shared analytics foundation: a scalable, open, and AI-ready data foundation for Customer Experience and AI analytics scenarios across Dynamics 365. It uses a lakehouse-based architecture that can scale with data volume, supports curated analytics datasets for direct querying, and enables consistent reporting and semantic definitions across reports, agents, and copilots.

GA: October CY2026

Contact Center historical analytics provides out-of-box historical reporting for Dynamics 365 Contact Center, built on a shared analytics foundation. It moves reporting from heavier workload-specific Power BI models toward a shared analytics foundation with conformed facts, shared dimensions, pre-built aggregations, and common definitions across conversations, sessions, agents, queues, channels, CSAT, handle time, and operational KPIs. Customers can continue using out-of-box Power BI reports while gaining extensibility through Fabric, Direct Lake, SQL, Spark, and custom lakehouse models.

GA: October CY2026

Service representatives can reroute a live voice or messaging conversation when they realize they aren't the right person to help. The representative updates the conversation details, or the details of a linked case, contact, or account, and then selects Reroute. The conversation goes back through classification and route-to-queue rules and is assigned to the right queue automatically, so representatives don't need to know routing rules or choose a queue themselves. The customer stays connected throughout, and the next representative receives the conversation with its full history and updated context. Admins choose whether to turn on Reroute…

GA: October CY2026

Bullseye routing with user groups enables a tiered assignment strategy that automatically expands the pool of eligible representatives as conversation wait time increases. Rather than assigning from a fixed pool or waiting for overflow rules to trigger, this approach progressively widens availability in concentric rings—starting with the best-fit representatives and expanding outward as needed.

Administrators configure this scenario by associating user groups with a queue and defining wait time thresholds for each tier. For example:

0–30 seconds: Assign to Tier 1 specialists (primary user group)

30–60 seconds: Expand to include Tier 2…

GA: October CY2026 · Preview: July CY2026

Real-time streaming analytics is built into the new supervisor application. An advanced streaming engine keeps metrics up to date with near-instant updates, allowing supervisors to view the latest data without refreshing the dashboard.

Key capabilities include:

Continuous, streaming dashboards: Monitor mission-critical KPIs such as queue backlog, service level, abandon rate, and representative presence in near real time. Visual alerts highlight anomalies as they occur.

Full-screen wallboards: Display live metrics on high-resolution monitors across the contact center floor, providing teams with a shared, at-a-glance view of…

GA: October CY2026

Overflow for direct inward dialing leverages conversation orchestration to detect key direct inward dialing-related events—such as the representative being busy, offline, rejecting the call, or failing to answer—and apply administrator-defined fallback actions.

Administrators configure natural language playbooks using conversation orchestration at the global or inbound profile level to specify the action to run when a direct inward dialed call can't be attended to or completed. The actions include offering a direct callback to the caller, sending them to voicemail, transferring the call to another queue or external number, or ending the call.

GA: October CY2026 · Preview: June CY2026

This feature extends governance capabilities to evaluate email attachments, closing a critical gap where sensitive or non-compliant information may exist outside the email body.

When a user sends an email with attachments, the system automatically scans each document and applies configured governance policies. In the initial release, analysis is focused on plain text content within supported document types, such as Word and PDF files. Non-text elements, including images or embedded content, are excluded in this phase to ensure predictable and efficient processing.

Every attachment included in an email is evaluated individually, and all…

GA: July CY2026

This feature introduces policy strictness control, enabling organizations to define how rigorously each governance policy evaluates and flags potential violations in outgoing emails. Governance policies serve as real-time guardrails, ensuring communications adhere to business, legal, and compliance standards before they are sent to customers.

With this enhancement, supervisors can configure the strictness level for each policy. Lower strictness settings apply more lenient enforcement, reducing false positives and allowing borderline scenarios to pass, while higher settings perform more rigorous checks to identify subtle or potentially risky…

GA: July CY2026

Define outreach scenario/goal in natural language.

Choose desired call-to-action to drive next steps.

Provide subject line guidance: fixed suggestion or style recommendation.

Set message length and brevity targets.

Specify tone rules, including name-usage limits and preferred terminology.

Configure brand language and voice guardrails: approved phrases and banned words.

Set formatting preferences: bullets, paragraph length, and maximum bullet count.

Business Value:

This feature expands the Sales Qualification Agent outreach by letting teams define the outreach purpose, brand-aligned tone (matching both company voice and seller style), the…

GA: July CY2026 · Preview: April CY2026

Segment-specific qualification: Each agent operates with its own ideal customer profile, knowledge sources, templates, and consent settings, ensuring qualification conversations reflect the nuances of each product, region, or team.

Intelligent lead routing: The system evaluates incoming leads against agent selection criteria and assigns ownership based on configured priority, ensuring predictable and conflict-free lead management. A fallback agent handles leads that don't match any specialized criteria, ensuring no lead goes unprocessed.

Exclusive engagement with coordinated handoff: Only one agent engages a lead at any time. When a lead's…

GA: September CY2026 · Preview: August CY2026

The enhanced screen recording capability offers greater flexibility and control, enabling organizations to manage recording behavior with more precision. Key enhancements include:

Access all recording settings and configurations from Customer Service admin center > Quality Management.

Enable or disable screen recording using a dedicated toggle.

Capture call audio alongside screen recordings.

Turn off the red border displayed around representative screens during active window recording.

Allow users with the screen recording supervisor role to play recordings within the Customer Service workspace.

Business Value:

You get more control over how…

GA: July CY2026