Here’s how you can setup Copilot for Sales and deploy it for your organization.
The post Deploy Copilot for Sales in your organization – Part 1 appeared first on D365 Demystified.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
This article is contributed. See the original author and article here.
Managing employee compensation and benefits effectively is critical for attracting and retaining talent. HR teams often face challenges related to system performance, data management, and giving employees better visibility into their plans. Based on customer feedback and a focus on optimizing HR processes, we’re excited to introduce four enhancements in Dynamics 365 Human Resources. We designed these updates to streamline compensation management, improve benefits processing performance, and empower employees with more self-service capabilities.
Until now, variable compensation plans in Dynamics 365 Human Resources could only be linked to employees directly. With the update, you can now associate variable plan awards and enrollments to an employee’s position.
This makes it easier for HR teams to manage compensation aligned to job roles, improving accuracy and scalability—especially for organizations with position-based structures.
Tip: Enable the feature “Ability to link variable pay to position” in Feature Management to use it.
Over time, Benefits eligibility processing results can accumulate, causing system slowdowns and timeout errors. To address this, we have introduced a cleanup batch job that allows customers to periodically delete older process results.
Now, with the Clean up benefits eligibility process results job, quickly define how old records must be before removal, helping maintain system performance and avoiding issues like “Cannot select a record in Benefit eligibility process result.”
Tip: Set up a recurring batch job to automatically clean up old records based on your organization’s data retention needs.
Managing eligibility for a large workforce often means needing more control over who gets processed. To help with this, we have added an Employee Start Date field group to the Benefits Eligibility Processing batch job.
HR teams can now specify a From and To date to include only employees whose start dates fall within a certain range. This improves performance by reducing the number of records processed and allows for more targeted eligibility runs.
Tip: Use this filter when processing eligibility during specific hiring periods or when onboarding seasonal employees.
Employees want transparency and easy access to their benefits information. To support this, we have introduced the new My Benefit Plans tile in Employee Self-Service (ESS).
Employees now view their elected benefits, along with associated dependents and beneficiaries—both for the current and previous benefit periods—all in one place. This empowers employees to better understand their coverage and reduces the need for HR teams to manually answer basic benefits questions.
Tip: Make sure to enable the Benefits Management feature to use the My Benefit Plans tile.
These enhancements in Dynamics 365 Human Resources are designed to help HR teams work more efficiently, keep systems running smoothly, and empower employees with greater self-service access.
Start taking advantage of these new compensation and benefits features today!
Enable the relevant features through Feature Management, explore the capabilities in your environment, and check out our latest release notes for additional details and docs:
Process enrollment eligibility – Human Resources | Dynamics 365 | Microsoft Learn
We’d love your feedback to help shape future updates—please share your thoughts!
The post HR Features Improve Compensation and Benefits Management appeared first on Microsoft Dynamics 365 Blog.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
This article is contributed. See the original author and article here.
Today, we’re announcing the first price increase for Dynamics 365 Business Central in more than five years. Since our last pricing update, Business Central has supported our customers’ ambitions with hundreds of new features across finance, analytics, supply chain, manufacturing, and beyond. And each year, we release new structural and functional updates, all with the goal of helping small- and medium-sized businesses manage end-to-end business processes on a single, powerful platform.
Perform day-to-day work with the assistance of cutting-edge AI by your side.
While a lot has changed over the years, our mission with Business Central remains the same: help our customers scale operations without compromise. We’ve delivered on this through key product enhancements, including:
In addition to the value that we’ve added to the product thus far, we want to help ensure that our updated pricing offers even more benefits for our customers. To coincide with the price increase, we are increasing the storage entitlement included with each per user license.
The changes will be effective October 1, 2025, and the products will be priced comparably across different currencies. Business Central will be available for purchase at its current price before October 1, 2025.
Below, you will find the list of online products for which prices are being updated, as well as the increased storage allocation.1
| Product | Price (USD) and storage before October 1, 2025 | Price (USD) and storage as of October 1, 20252 |
| Dynamics 365 Business Central Essentials | $70/month with 2GB storage | $80/month with 3GB storage |
| Dynamics 365 Business Central Premium | $100/month with 3GB storage | $110/month with 5GB storage |
| Dynamics 365 Business Central Device | $40/month with 1GB storage | $45/month with 1.5GB storage |
The updated prices apply to new subscriptions and to existing subscriptions upon their first renewal on or after October 1, 2025.
Be sure to explore the release details for Business Central to see the many new features recently released, and the Microsoft Dynamics 365 and Microsoft Power Platform release planner to check out those that are planned for release in upcoming months.
Notes:
1 Prices (and storage, where applicable) are per user, per month (or per device, per month where noted).
2 Prices shown are for informational purposes only and may not be reflective of actual list prices due to currency, country, region, and variant factors. Contact a Microsoft partner for additional information on pricing. Pricing in currencies other than US dollars will also vary for any Microsoft currency conversion rate adjustments that occur prior to October 1, 2025, if any.
The post New Microsoft Dynamics 365 Business Central pricing effective October 2025 appeared first on Microsoft Dynamics 365 Blog.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
This article is contributed. See the original author and article here.
The next wave of innovation for Microsoft Dynamics 365 and Microsoft Power Platform starts today. This morning, at the Microsoft Business Applications Launch Event, we are officially launching the 2025 release wave 1, a six-month rollout of new and enhanced capabilities that will be rolled out between April 2025 and September 2025.
This release wave comes at an exciting moment, in a year marked by rapid advancements in AI. Microsoft Copilot and agents are at the heart of this release wave, promising to transform how we all work and to help elevate organizations into AI-first companies. New Copilot and agent capabilities showcased at today’s event will help you to improve business processes, enhance customer engagement, and empower your workforce to automate tasks.
Watch the Microsoft Business Applications Launch Event to hear directly from product teams as they share demos and real customer stories that showcase the newest features in action. Companies like Eneco, Intralox, Apollo Travel, Murdoch’s Ranch & Home Supply, Pro Refrigeration Incorporated, and State Farm are leveraging these features to drive transformation.
In this release wave, Copilot and agents take center stage with even more functionalities to help organizations transform their operations and deliver exceptional customer experiences. At the event, we are showcasing custom agents that can autonomously conduct a range of processes across sales, service, finance and supply chain functions.
Explore agents pre-built for you in Microsoft Copilot Studio
Microsoft Copilot Studio serves as the foundation for agents, making it easy to customize and build your own customer and internal facing agents using your data and workflows. In addition, upcoming pre-built agents for Dynamics 365 are ready to customize and launch, accelerating your time to value. Stay tuned for blog updates and deep dives about Copilot and agent capabilities during this release wave.
AI is transforming every aspect of customer experience, from rethinking user experience and business processes to the way apps are built and maintained. The 2025 release wave 1 features Dynamics 365 customer experience apps designed to help you deliver connected and personalized experiences for customers.
Microsoft Dynamics 365 Sales brings the power of AI to help sellers meet their targets while boosting seller productivity. Copilot and agents enhance performance and simplify tasks to help grow your pipeline, sharpen strategies, and accelerate deals. A re-imagined user experience ensures sellers never miss the best move to close a deal. And automated research, ongoing follow-ups, and prioritized tasks provide continuous guidance—allowing you to focus on the right actions to drive success and grow your business.
Dynamics 365 Sales introduces new Copilot and agent capabilities to research and prioritize inbound leads, initiate sales conversations, and develop personalized sales engagements. These features help your teams to simplify tasks to help grow your pipeline, sharpen strategies, and accelerate deals.
During the launch event, we showcase how Intralox, an industry leader in complex conveyance solutions, is leveraging the sales qualification agent in Dynamics 365 Sales to help qualify leads, build stronger relationships with customers, and close deals faster.
New functionalities for Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Contact Center include Microsoft Teams phone integration, which helps to reduce telephony complexity, proactive conversational journeys, and three agents that work in concert to create an autonomous contact center. These agents automate intent determination, manage the case lifecycle from creation to closure, and convert cases and related conversations into knowledge articles to support your contact center operations.
Learn how Apollo Travel, a subsidiary of European travel leader Dertour Group, is using Dynamics 365, Microsoft Power Platform, Microsoft Copilot, and agents to automate a range of processes—from generating hotel descriptions to developing chatbots for case summarization. In addition, using Dynamics 365 Contact Center with Dynamics 365 Customer Insights, Apollo Travel can now leverage custom-built agents to proactively reach out to customers with personalized recommendations, adding value to the customer’s travels and opportunities for upselling additional services. This experience is enabled through new proactive engagement activities such as SMS or phone calls, helping to create personalized journeys in real-time.
Explore the release plans for:
Today’s launch also showcases innovation across ERP solutions that is leading organizations into a new era of autonomous operations—where humans and agents work together to drive increased efficiency across business processes.
To support autonomous financial operations, Dynamics 365 Finance introduces the Account Reconciliation Agent, along with a new financial task workspace to help teams manage and track recurring processes like period close with greater structure and visibility.
In Dynamics 365 Project Operations, new capabilities will simplify time, expense, and approvals; accelerate scenario planning with what-if analysis; and improve planning accuracy with customizable task details. Dynamics 365 Human Resources will add AI-powered candidate assessment to help hiring teams identify top applicants faster by comparing resumes to job requirements, and a new onboarding agent that guides new hires through personalized onboarding journeys directly within Microsoft Teams.
In Dynamics 365 Commerce and Dynamics 365 Supply Chain Management, we’re delivering new tools to enhance pricing strategy and procurement efficiency. Unified pricing management enables organizations to centralize omnichannel pricing across segmentation, channel-specific rules, and price trees. At the launch event, we showcase how Murdoch’s Ranch & Home Supply is using the new Supplier Communications Agent in Dynamics 365 Supply Chain Management to reduce manual vendor follow-ups and improve purchase order accuracy.
We also feature how Pro Refrigeration Incorporated is using the Sales Order Agent in Dynamics 365 Business Central to process customer orders faster and improve responsiveness. Business Central also adds the integration with Dynamics 365 Field Service, new Copilot summarization capabilities and Scope 3 emissions tracking to help organizations meet sustainability goals.
Updates include Copilot-first experiences in Dynamics 365 Finance to streamline complex tax and compliance management and automate account and bank reconciliations using intelligent agents. Dynamics 365 Supply Chain Management introduces integrated AI, analytics, and automation features to improve operational efficiency, enhanced supplier communication, demand planning accuracy, and intelligent manufacturing features that align production data to real-world processes.
Microsoft Dynamics 365 Business Central also adds the integration of Field Service with service management, as well as the ability to enhance purchase order line matching with Copilot.
Explore the release plans for:
Microsoft Power Platform continues to empower everyone to build their own AI-powered solutions through low-code or no-code tools with new features. Microsoft Power Apps is changing how software solutions are built with plan designer, enabling makers to build an end-to-end solution plan from simply describing their business problems, generating business requirements, data tables, and suggested solution architecture.
Microsoft Copilot Studio brings together the best AI innovations into a single low-code agent platform so that you can build amazing things. New capabilities like Agent Flows and Deep Reasoning expand the frontier of agents you can build, while new text and generative AI tools give you the ability to direct agents in specialized ways. The general availability of triggers and generative orchestration enables new categories of autonomous agents to transform business processes. We also are introducing more tools to optimize your agents including new diagnostics, testing, and performance analytics.
Explore the release plans for:
Watch the Microsoft Business Applications Launch Event to discover the latest in Dynamics 365 and Microsoft Power Platform. You’ll get access to in-depth demos of new autonomous agents and other capabilities designed to optimize your workflows and streamline operations.
Don’t forget to review the detailed release plans for Dynamics 365 and Microsoft Power Platform. Stay updated on the latest features and upcoming enhancements, and create your personalized release plan using the release planner to ensure you’re equipped with the knowledge needed to maximize on this new release wave.
We look forward to seeing how capabilities in this release wave enhance your business processes and bring new levels of efficiency and customer success.
The post 2025 release wave 1 brings hundreds of updates to Microsoft Dynamics 365 and Power Platform appeared first on Microsoft Dynamics 365 Blog.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
This article is contributed. See the original author and article here.
Welcome to the April 2025 release update of unified routing in Dynamics 365 Customer Service and Dynamics 365 Contact Center! This update brings a suite of new features designed to enhance the efficiency and effectiveness of your routing strategies. This post covers unified routing features released from October 2024 to April 2025. Let’s dive into some of the key features.
This month, we are extending the least active routing method to messaging channels. Least active routing provides efficient workload distribution by ensuring work items are assigned to service representatives based on when they end their last conversation and have the least active in the queue. This approach prevents back-to-back assignments. Additionally, it ensures agents have adequate rest between customers. This leads to better utilization of agents, improved customer satisfaction (CSAT), service representative satisfaction (ASAT), and lower average handling time (AHT).
Learn more: Assignment methods for queues | Microsoft Learn
Service representatives work across multiple Dynamics 365 environments and use different collaboration tools. This raises the need for synchronizing the right presence status across these instances to ensure service representatives are not overbooked. Also, it provides a seamless engagement experience for both customers and service representatives.
The introduction of presence synchronization APIs, will help contact centers in managing presence status’ of service representatives better. Organizations can retrieve, modify and subscribe to presence change events in real time.
Learn more: Synchronize agent presence status across multiple systems | Microsoft Learn
Shift-based routing is a game-changer for organizations with varied working hours and global teams. To reduce conversation rejections, transfers, and customer wait times, it is critical to assign conversations and records to service representatives based on their working shift schedules and plans. This feature allows supervisors to create workforce management shift plans and assign them to one or more representatives. This ensures representatives receive assignments only during their scheduled work times. It optimizes resource usage and enhances customer satisfaction by reducing wait times during off-peak hours.
Learn more: Configure routing based on external schedules (preview) | Microsoft Learn
Reconnecting a returning customer to the last service representative they interacted with is now more efficient with a new notification template for returning conversations. This template provides greater control over the assignment process, ensuring that the original service representative is notified and given the opportunity to take the chat, thus maintaining continuity and enhancing the overall customer experience.
With customized notifications for returning persistent chats, admins can configure a separate notification template for returning chats, choose the auto-assignment behavior, set a distinct notification title, and even customize the timeout period. This feature helps maintain service representative-customer continuity, enabling faster resolution and a smoother experience.
In order to simplify routing configuration and improve administrative efficiency, we are delighted to introduce the bulk management of routing rules through templates. 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.
Learn more: Manage template rulesets for unified routing | Microsoft Learn
Make sure to explore these new features to maximize the potential of unified routing in your contact center. Stay tuned for more updates and enhancements!
See our upcoming and recently released features here:
The post What’s new in unified routing: April 2025 feature update appeared first on Microsoft Dynamics 365 Blog.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
This article is contributed. See the original author and article here.
Today, more than ever, it’s critical for manufacturers and distributors alike to ensure product quality and compliance as new regulations continue to emerge and supply chains are increasingly complex. Dynamics 365 Supply Chain Management offers many out of the box capabilities for quality and compliance, directly integrated with the execution of supply chain processes like procurement, production, and fulfillment. This April, we’re adding new, advanced features to enhance quality compliance in Dynamics 365 Supply Chain Management. These provide extended quality control throughout the supply chain, ensuring compliance with regulations, boosting product quality, and enhancing customer satisfaction. These new features foster continuous improvements and risk mitigation through a feedback-driven approach. They also minimize reliance on third-party quality management solutions.
In Public Preview in Dynamics 365 version 10.0.44, these capabilities extend the existing quality management solution, adding support for the following requirements:
Check out this video showing the new flexible sampling plans.
As of April 25th, these features are now in public preview. Enhance quality compliance with Dynamics 365 Supply Chain Management today! For more information, check out the Dynamics 365 release plan.
We will add a link to the user documentation shortly.
The post Enhance quality compliance with Dynamics 365 Supply Chain Management appeared first on Microsoft Dynamics 365 Blog.
Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.
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