Adaptation and change are the only constants in business—and the pace is accelerating. To thrive, your business needs the right tools, from AI-powered insights to low-code solutions, designed to help you adapt faster, enhance customer experiences, and boost efficiency.

Join us on Wednesday, April 30, 2025, for the Microsoft Business Applications Launch Event, an exclusive first look at groundbreaking innovations coming to Microsoft Dynamics 365, Microsoft Power Platform, and Microsoft Copilot Studio. See firsthand how these new technologies empower your organization to proactively navigate changes and seize new opportunities.

Event highlights include:

• Live demonstrations of the latest updates in Dynamics 365, Microsoft Power Platform, and Copilot Studio.
• Insights from Microsoft leaders on transforming CRM and ERP systems with agents to drive customer experiences and operational agility.
• Real-world success stories from organizations using Dynamics 365 and Microsoft Power Platform.
• Interactive Q&A session with product experts.

During the event you will gain in-depth insights into how customers are adopting what’s new in Dynamics 365 and Microsoft Power Platform.

Microsoft Dynamics 365 Sales:

• AI-powered Microsoft Copilot and agents to boost seller productivity
• Automated research, proactive follow-ups, and prioritized actions
• Streamlined, intuitive user experiences designed to help sellers close deals faster

See Dynamics 365 Sales 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Customer Service:

• AI-enhanced case and knowledge management with intelligent routing
• Extended Copilot capabilities for improved productivity
• Microsoft Dynamics 365 Contact Center enhancements for effortless self-service and faster issue resolution

See Dynamics 365 Contact Center 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Finance:

• Copilot-first experiences streamlining complex tax and compliance management
• Automated account and bank reconciliations using intelligent agents
• Advanced analytics and planning tools to drive smarter financial decisions

See Dynamics 365 Finance 2025 release wave 1 in action for more.

Microsoft Dynamics 365 Supply Chain Management:

• Integrated AI, analytics, and automation for improved operational efficiency
• Enhanced supplier communication and demand planning accuracy
• Intelligent manufacturing features aligning production data to real-world processes

See Dynamics 365 Supply Chain Management release wave 1 2025 in action for more.

Copilot Studio:

• Create custom autonomous agents tailored to your specific business needs
• Extend Microsoft 365 Copilot with new embedded capabilities
• Connect with new conversational channels, including WhatsApp and SharePoint

See Microsoft Copilot Studio 2025 release wave 1 in action for more.

Microsoft Power Apps:

• Innovative plan designer for building software solutions from simple problem descriptions
• Out-of-the-box, extensible agents for data management, exploration, and summarization

See Power Apps 2025 release wave 1 in action for more.

Microsoft Power Automate:

• Enhanced capabilities for automating complex business processes
• New human-in-the-loop experiences, generative AI actions, and intelligent document processing
• Comprehensive governance, observability, and security controls in automation center

See Power Automate 2025 release wave 1 in action for more.

Catch the wave—Register today

The Microsoft Business Applications Launch Event streams live on Wednesday, April 30, 2025, starting at 9 AM PST and will also be available on-demand. Register now to stay updated and get helpful resources ahead of the event.

Microsoft Business Applications Launch Event

Join us on Wednesday, April 30, 2025.

Register here

The post Preview upcoming Dynamics 365 features at the Microsoft Business Applications Launch Event appeared first on Microsoft Dynamics 365 Blog.

In today’s fast-paced digital era, many organizations are still relying on paper to capture inspection results. This method not only creates a lack of digital footprint but also demands significant effort to digitize the data. As organizations strive to transition to a digital world, the need for efficient data management becomes paramount. We are excited to introduce a preview for the inspection builder feature in Dynamics 365 Field Service.

The inspection builder addresses these challenges head-on, enabling organizations to seamlessly move from paper-based processes to a digital experience. It uses the power of Copilot to streamline inspection template creation, saving you time and effort in your journey to digitalize inspection workflows.

Meet the inspection builder

We’ve designed the inspection builder preview to take the hassle out of the process to digitize inspections. Whether you have images or PDF documents of the existing inspection forms – you don’t need to manually recreate each question in the Field Service inspection designer anymore. Simply upload the forms and let Copilot in Field Service do the heavy lifting. In no time, you will get the first draft that you can quickly tweak and publish for your technicians in the field.

It’s fast and context aware.

Inspection builder accounts for the context and uses the question types most appropriate for the content. For example, in the conversion example below, it added a date picker for date question from the form. It also recognizes other questions formats. For example, it created radio box options for each of the yes and no questions. With mobile data entry in mind, it also broke the table down into individual questions for easier data entry.

Inspection builder generates templates using the default “comfort” layout. However, you can change the layout to “compact” to better suit mobile devices.

Use the inspection builder

An administrator can enable this feature in Field Service Settings. Turn the Create inspection templates option on.

Explore the Create with Copilot option in the command bar on Inspection Templates in the Field Service app.

If it’s not immediately visible, check the overflow menu.

Upload the file and let Copilot give you a first draft of the template in the inspection designer.

Get ready for the future of inspections

We are excited to have you try this feature and look forward to your feedback. For more information, have a look at the inspection builder documentation. This is just the first of the updates we are expecting for inspections in Field Service in 2025. Stay tuned for more news and let us know how we can make this tool even better for your needs.

The post Inspection builder preview: digital transformation made easy with AI appeared first on Microsoft Dynamics 365 Blog.

In September 2024, Microsoft announced the end of product support and updates for Dynamics GP on December 31, 2029. Microsoft is incredibly grateful to existing GP customers, and is committed to facilitating a stable, supported, and smooth migration for GP customers to a cloud solution.

As a follow-up to that announcement, I wanted to discuss the advantages of beginning the migration process now and review the many resources that Microsoft and our partner community have to support you.

Why migrate to Business Central today?

Microsoft has made sure to provide a lengthy runway so customers currently running Dynamics GP can comprehensively prepare for migration to a new system, but there are clear benefits to moving now, rather than waiting.

Here are a few key considerations.

• Don’t wait to future-proof your business. Business Central is the leading comprehensive business management solution, designed for small and medium businesses, and engineered for Microsoft Copilot. On a single platform, it includes harnessing sales, finance, project management, manufacturing, supply chain, and service on a single platform, today. Migrating on your timeline means more time to help ensure you’re realizing value at every input.

• Get ahead of the curve with AI. Most business leaders are curious about what AI will allow their business to achieve. With Business Central, you don’t need to wonder—you’ll benefit from what AI can do today with new use cases, prebuilt agents, and updated workflows. With the AI-powered agents, both prebuilt as well as customized, Business Central capitalizes on and offers a foundation that will put you ahead when this technology quickly becomes a “need-to-have”.

• Avoid technical debt and realize time and operational savings. Waiting means sitting on a legacy on-premises tech stack than can and should be modernized. Migrating to modern Business Central today can help eliminate redundancies, save money, and offer more visibility into business health and areas for improvement.

Realizing big value for businesses of all sizes

The material value of upgrading is clear: In 2024, Microsoft commissioned Forrester Consulting to create a benchmark for the value-add to companies upgrading from an on-premises solution to Business Central. The results of the Total Economic Impact™ study were based on a combination of primary research, customer interviews, and methodological analysis.

Forrester aggregated the data collected into a composite organization with USD15 million annual revenues, 150 total employees, and 28 Business Central users across finance, supply chain, operations, and sales.

An organization of that size saw:

• Realization of payback in less than six months.
• 265% return on investment in three years.
• Net Present Value (NPV) of USD529K over three years.
• Productivity improvement of 12.5% for operations staff, 15% for sales staff, and 15.6% for finance staff.
• More than USD80,000/year in third-party fee avoidance.

They achieved these savings through the move to Business Central from on-premises, which allowed:

• A clear reduction in manual operations.
• More direct access to systems and data remotely.
• Clearer and more consistent access to data across the Microsoft ecosystem.
• Significantly lower infrastructure, maintenance, and personnel costs, as well as upgrade fees.

So don’t treat this upgrade as an obligation, but as an opportunity to control the operational headwinds of your organization, virtually eliminate technical debt, and build a strong, repeatable operational framework that will require very minimal intervention in the months and years ahead.

In addition to these smart business reasons, many existing Dynamics GP customers are eligible for substantial promotional discounts offered by Microsoft when upgrading to an online Dynamics 365 Business Central solution. Promotional offers also allow eligible customers to avoid the need to simultaneously spend money on certain Microsoft on-premises fees while migrating. Be sure to ask your Microsoft systems consultant or reseller about your eligibility for Business Central migration offers.

These migration offers are intended to provide GP perpetual-license customers with a strong runway towards the cloud, driving business productivity, while reducing capital spending and costs of maintaining your on-premises applications while deploying Business Central.

The cloud migration process

With the business case clear, let’s discuss the technical steps in migrating your data and transitioning from Dynamics GP to Business Central.

The first step in a migration process is to consult with your partner on scope, costs, and timing. If your migration requirements go beyond need assistance outside of what your Dynamics GP is able to provide, you can engage a Microsoft representative​.

Here’s an overview of the different stages of migration:

1. Migration Assessment, evaluating the readiness of the on-premises deployment for migration using the migration assessment tool.
2. Preparation, developing a migration plan, verifying prerequisites, and checking data is in the best state possible for migration.
3. Cloud Migration Setup, establishing the connection and pipeline between the on-premises database and online tenant database.
4. Data Replication, migrating data from on-premises to online and verifying the migration.
5. Data Upgrade, upgrading the replicated data in the online environment.
6. Completion and Follow-Up, optimizing the new Business Central online environment, setting up user access, and going live.

What data is migrated

When you’re ready to migrate, Microsoft offers a comprehensive set of tools for migrating company data from Dynamics GP. The cloud migration tool typically migrates the following data:

• System and company setup (for example: payment terms, shipping methods, sites)
• Master data for accounts, customers, vendors, and items
• Transactional data
• Vendor 1099

See the detailed overview of data migrated to Business Central.

As mentioned previously, the on-premises environment will remain the active system until the migration process is complete.

Once the cloud migration is set up and underway, data entry in the Business Central online tenant is limited to data not included in the migration from on-premises.

How do Business Central processes differ from Dynamics GP?

It’s natural to have questions about how Dynamics GP compares to Business Central operationally, and Microsoft is here to support with common workflow comparisons available for review here, and on the Business Central YouTube channel. Additionally, we discuss many more of the implications and benefits of migration in this on-demand webinar.

Even with this powerful technology, though, there will naturally be some manual processes. Both Microsoft and your partners are here to support your transition with best practices, documentation, and support. The goal is not just a seamless transition, but an end-to-end enhancement of operations.

With these guides, you will have the tools you need to migrate from Dynamics GP to Business Central with confidence. Reach out to your partner to learn more.

The post Why migrate now: The benefits of moving from Dynamics GP to Microsoft Dynamics 365 Business Central 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 leveraging unified routing.

Unified routing is an intelligent, scalable routing system that sends work items to the right queues to ensure quality customer service. Administrators can set up unified routing across channels in Dynamics 365 Customer Service and Dynamics 365 Contact center. Routing rules classify and assign work items based on the type of request and organizational data.

Save time by administering routing rules in bulk

Bulk management enables administrators to create routing ruleset templates for queues and workstreams, eliminating the need for multiple versions of the same routing rules. With a few clicks, apply prioritization, assignment, or work classification ruleset templates to multiple queues and workstreams. Administrators can manage rules centrally—any template update instantly applies to all instances in queues or workstreams, removing the need for individual ruleset maintenance. 

By simplifying routing configuration, service teams can devote more time to addressing customers’ needs and less time on administrative tasks. This operational efficiency helps boost overall team productivity.

The ability to maintain routing rules in bulk is now generally available for Dynamics 365 Customer Service customers.

Learn more

To learn more, read the documentation:

• How to set up unified routing
• Manage ruleset templates

The post Transform routing rule administration with bulk management appeared first on Microsoft Dynamics 365 Blog.

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 understanding of the proposed services and associated costs. 

Within the Quote, 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 

A Closer Look: Quote Form Improvements in Dynamics 365 Project Operations

A significant change is the reduction of tabs within the Quote form, centralizing your quote management experience. Let’s explore the enhanced tabs: 

Summary Tab: One View for All Critical Financial Insights 

All related tabs for quotes are now consolidated under the Summary tab. This tab gives you a comprehensive view of your quote’s financial health, including: 

• Customer budget 

• Profitability 

• Scheduled delivery date 

• Detailed cost and revenue breakdowns over time 

With this unified view, you can confidently track and manage quote details to ensure alignment with your project’s financial goals and customer commitments. 

Project Lines Tab: Detailed Control Over Quote Lines and Estimates 

The Project Lines tab has seen a substantial transformation and deserves special attention. As a result, this powerful workspace enables you to manage both project quote lines and their detailed estimates within a single, easy-to-use grid view. Here’s everything you can do: 

• Consolidated View with Nested Grids: View project quote lines at a glance and expand each line to see its associated quote line details in a nested, expandable grid format. 

• Comprehensive Details for Every Quote Line: For each quote line, you can view critical information such as billing method, invoice schedule, associated project, and budget performance metrics (transaction classes, discounts, fees, margin percentage, and extended amount). 

• Drill-Down into Quote Line Details: Expanding a quote line reveals all underlying quote line details, allowing you to closely monitor and manage granular estimates tied to the high-level component. 

• Direct Actions from the Grid: 
  • Create new quote lines or delete existing ones without navigating away. 
  • Import project estimates to automatically generate quote line details. 
  • Manually create quote line details for custom estimates right within the tab. 

• Full Editing Capabilities: Select any quote line detail to edit or delete it as needed. For deeper financial insights, use the Open cost detail action to view the specific cost breakdown of each line. 

• Apply Price Overrides with Ease: Need to adjust pricing for time transaction line details? Simply: 
  • Select the desired line detail. 
  • Use the Price override button to make the price change, click save, and accept recalculate. 
  • Apply price overrides within both the Quote and Quote Line forms, ensuring flexibility and control. 

• Access Quote Line Details for Sales and Cost Prices: 
  • The Quote Line Detail tab now provides two form views–Line details and Line details: Cost , though which you can analyze both sales and cost prices over time. 
    • Line details: This view displays each quote line detail along with its associated sales price, with time-phased sales prices broken down by specific periods. The Open cost detail button is still available on selecting the quote line detail and shows the related cost rate and amount for the selected quote line detail in an expanded view. 
    • Line details: Cost: This view gives you insight into the cost price associated with each quote line detail. The subgrid displays time-phased cost prices, helping you to easily assess the cost structure of each quote line. 

These enhancements provide greater visibility into both sales and cost prices, enabling more accurate pricing assessments for each quote line. 

This comprehensive functionality empowers your sales and delivery teams to build accurate, competitive quotes faster while maintaining visibility into the financial levers of every project component. 

Time Phasing of Project Estimates 

Complementing the quoting enhancements, we are also introducing Time Phasing of Project Estimates. This critical feature allows you to spread estimated costs and revenue over time, reflecting project duration and delivery milestones. 

The Time phasing of prices feature provides visibility into price fluctuations over time within Project quote lines. Now, nested quote line details display price changes phased out on a weekly basis. This allows you to track adjustments due to price overrides or multiple price lists.

Throughout the duration of a quote line detail, the system distributes the quantities and prices for each week, making it easier to identify pricing adjustments. The parent quote line detail reflects the weighted average price of all child time-phased lines. You can create role price overrides on a quote line detail that is then reflected in the nested time-phased lines. Each week in the nested Quote Line detail line retains the price applicable on the first day of that week. 

What Does This Mean for You? 

With these enhancements, Dynamics 365 Project Operations offers: 

• Simplified workflows for faster quote creation 

• Full visibility into financial details at every stage 

• Better forecasting with time-phased estimates, enabling accurate tracking of sales and cost price fluctuations and role price adjustments over time 

• Increased efficiency with fewer clicks and a modern UI 

• Smarter decision-making with real-time KPIs 

These improvements to project quotes in Dynamics 365 are designed to help you win more deals, deliver more predictable project outcomes, and maximize profitability. 

Call to Action

We encourage you to explore them and see firsthand how they can transform your project sales and estimation process. Experience the streamlined quoting process in Dynamics 365 Project Operations and unlock better control over your project estimates. Start building detailed, accurate, and customer-ready quotes with ease. Dive into the enhanced Quote form, explore time-phased estimates, and empower your teams to make informed, confident decisions. Ready to elevate your quoting experience? Explore the new capabilities today! 

Learn More

We are making constant enhancements to our features. To learn more about Project quotations, visit Project quotations new experience and to learn more about Time phasing of estimates, visit Estimate a project quote line 

The post Reimagine Project Quotes with Enhanced Experience and Time Phased Estimates in Dynamics 365 Project Operations  appeared first on Microsoft Dynamics 365 Blog.