Here’s how you can now create a Canvas App using a Vibe coded experience. This is Node based and the type is Code.
Let’s see how we can get to a working app quickly.
This article is contributed. See the original author and article here.
A Dynamics 365 Customer Service admin has just configured the Case Management Agent to auto‑populate case fields from incoming emails and added field descriptions to help the AI make better predictions. The configuration looks right, but how will the admin ensure that the AI is able to predict case field values accurately? The new case enrichment simulation in Dynamics 365 Customer Service—now generally available—answers exactly that question.
Admins can measure AI‑powered field prediction accuracy against real organizational data before enabling case enrichment in production: test against historical records, review the results, refine field descriptions, and enable the feature when accuracy meets your bar.
Empower admins to validate AI quality
Case Management Agent simulations include:
Flexible test data — run predictions against historical case records or sample email and chat data uploaded via Excel
Field‑level match reports — see prediction accuracy across every field
Case‑level comparison view — review actual versus predicted values side by side
Excel export — share results offline with stakeholders
Re‑run capability — iterate after refining lookup field descriptions or prediction rules
Shadow runs — Validate predictions by activating case enrichment with live production data without writing to records.
Run your first simulation today
Don’t wait until production to find out how well the AI performs. Open the Copilot Service admin center, navigate to Case settings > Case Management Agent > Case creation and update > Simulation, and run your first test against historical data. Within minutes you will know exactly where to tune your field descriptions before turning on case enrichment.
For step‑by‑step guidance, read the documentation:
This article is contributed. See the original author and article here.
Supply chain disruption is no longer the exception. It is the daily reality every business operates, driven by geopolitical instability, supplier failures, regulatory changes, and freight volatility. The challenge is not identifying disruption; it is synthesizing it fast enough to act. Businesses are flooded with signals across suppliers, logistics, operations, and compliance, but those signals remain fragmented across systems and teams, forcing reactive trade-offs instead of strategic action.
The leaders in this next era will be defined not by visibility alone, but by their ability to turn disruption into coordinated, cross-functional action before the cost of delay becomes too high. That’s where agentic AI comes in.
As supply chains become more dynamic, the way work gets done and operations are run is changing, and agentic AI is at the forefront. Agentic AI enables people and systems to work together more effectively, and Gartner predicts 60% of supply chain disruptions will be resolved without human intervention by 2031 (Gartner, March 18, 2026). Agents have the ability to reason over data, take action across workflows, reduce manual effort, and support faster, more consistent execution—while keeping humans in control of decisions and outcomes.
Frontier firms are moving beyond isolated AI use cases and focusing on how decisions and actions connect and orchestrate across end-to-end processes. This shift it happening in three practical ways:
More proactive risk management: With access to real-time signals, teams can identify potential disruptions earlier and take action before they impact orders, production, or customer commitments.
Faster, more coordinated execution and orchestration: Insights are surfaced directly within the flow of work, so planners and operators can act immediately.
Coordinated human and agent workflows: Agents can take on high-volume tasks across the supply chain—from monitoring conditions to initiating actions—while people stay focused on oversight, exception handling, and strategic decisions.
The result is a more responsive operating model. Let’s see how this approach comes to life in Dynamics 365 Supply Chain Management, and how organizations are using it to improve resilience, responsiveness, and end-to-end performance. Watch this video for a preview on how agentic AI with Dynamics 365 can transform your supply chain operations to a frontier firm.
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Enabling this model requires connecting data, decisions, and actions across the supply chain. Dynamics 365 and Microsoft 365 Copilot support this by enabling agents to work across data and business processes in a governed way—linking signals, decisions, and execution within the flow of work.
Several capabilities make this possible:
Connecting agents to data and execution systems: The Dynamics 365 enterprise resource planning (ERP) model context protocol (MCP) Server provides agents with secure, governed access to business processes and data. Using Dynamics 365 ERP MCP Server, agents can take action across the system—such as updating orders, adjusting supply plans, or initiating transfers—based on current conditions. See how Coca-Cola Beverages Africa uses Dynamics 365 and the Dynamics 365 ERP MCP server to autonomously run planning cycles, making the lives and the work easier for their end users.
Grounding agent actions in business context:Work IQ gives agents real-time understanding of how work happens across the organization by connecting the productivity tools where decisions are made, including Outlook, Teams, and Word, to live operational data in Dynamics 365. Agents see the full context of a disruption, including its impact on orders, inventory, and customer commitments, and act on it directly in the system of record.
Agents operating within business policies and constraints: Agents act within defined rules—such as service levels, customer prioritization, and cost thresholds—so decisions remain aligned to business objectives and governance requirements. Additionally, Microsoft Agent 365 gives IT teams one place to observe, govern, and secure agents in your organization.
“Our partnership with Microsoft has been instrumental in enabling Farmlands’ digital transformation. By standardizing on Microsoft Dynamics 365 and thoughtfully applying agentic AI with humans firmly in the loop, we are creating a more efficient, resilient, and scalable operating model.”
Driving impact with agents from planning to delivery
The impact of an agentic approach is best understood through how work changes across core supply chain processes.
Forecast to plan: Continuous alignment of demand and supply
Demand planning is no longer limited to periodic forecast updates. With Demand planning in Dynamics 365 Supply Chain Management, planners can incorporate external signals—such as changes in demand patterns, promotions, or market conditions—alongside operational data to continuously adjust forecasts and supply plans. Planners can focus on evaluating scenarios and making decisions instead of spending time consolidating data.
Source to pay: From supplier signal to business action
Supplier updates often require immediate analysis—what orders are affected, what production is at risk, and what actions need to be taken. When a supplier flags a component delay, the Procurement Agent in Dynamics 365 Supply Chain Management triages the supplier communication, matches it to the affected purchase order, and summarizes the downstream impact across inventory, sales orders, and production schedules. If inventory is available elsewhere in the network, the agent highlights the option. The procurement lead reviews the recommended response and moves forward spending time on decisions and mitigation, not tracing impacts across systems.
Plan to produce and Inventory to deliver: Adjusting production execution, order fulfillment, and warehouse operations in real time
Changes in material availability, labor capacity, or priorities require constant updates to production schedules and warehouse activities. Agents can help apply these changes directly within operational workflows—supporting updates to schedules, work orders, and task prioritization—so teams can keep operations running without delays often caused by manual coordination. Customer commitments depend on accurate, up-to-date information across inventory, production, and logistics. Dynamics 365 Supply Chain Management connects these data points so teams can ensure that order promising reflects current conditions—reducing the risk of overpromising and enabling earlier communication when changes occur.
“With Dynamics 365, we gain real-time visibility into our inventory across all locations, empowering faster, data-driven decision making and enhancing our overall operational agility.”
Erdal Arslan, Financial Affairs Group Manager, LC Waikiki
Order to cash: Enabling a smooth end-to-end customer order experience
Whether it is B2B or B2B2B, agentic commerce can connect customers to the right distribution channel, automate and accelerate the purchase experience from quote-to-order and the availability of accurate data increases speed and agility across the supply chain processes.
Service to deliver:Optimizing asset performance and seamless field operations
AI and agents in field service can provide timely updates on asset and work order information and coordinate field technician schedules that in turn improves overall production uptime, efficiency of delivery and customer satisfaction.
Connect with us at the Gartner Supply Chain Symposium
We invite you to engage with our leaders and explore these innovations firsthand during the symposium. Whether you are looking to learn more about the technology or for a strategic conversation on business outcomes, there are several ways to connect:
Executive Boardroom: Join Sameer Verma, Raghav Jandhyala, and your fellow supply chain leaders for a strategic conversation and best practice sharing session where we’ll discuss how agentic-based approaches can improve supply chain speed, resilience, and business impact. CSCO Boardroom: Win the Volatility Era: Build a Faster, Agentic Supply Chain.
This article is contributed. See the original author and article here.
In contact centers, operational excellence doesn’t start with the first customer interaction—it starts much earlier, during setup, configuration, and ongoing system health management. Yet for many organizations, these steps remain complex, time-consuming, and error-prone.
To solve for these, we are excited to preview Service Operations Agent, a new AI-powered capability in Dynamics 365 Contact Center transforming how administrators configure, validate, and orchestrate conversations at runtime.
Why this matters
Setting up and maintaining a contact center environment often requires navigating multiple tools, understanding complex dependencies, and manually troubleshooting issues. These challenges can result in:
Slow onboarding and delayed time to value
Configuration errors that impact routing, channels setup
Conversations managed by static rules that cannot adapt — ignoring wait time, customer tier, agent availability, or transfer history — leading to poor outcomes that no one is actively watching
Limited visibility into system health and operational readiness
Reliance on specialized expertise for basic administrative tasks
These traditional approaches fragment setup, validation, and diagnostics across multiple surfaces—making it difficult to ensure consistency and operational reliability.
Service Operations Agent addresses these by bringing these capabilities together into a unified, conversational experience.
What’s new
Service Operations Agent introduces an AI-powered administration layer built directly into Dynamics 365 Contact Center, enabling administrators to:
Set up contact center channels and manage users conversationally
Receive recommendations on next steps from agent
Dynamic orchestration of conversations to handle needs of a working contact center during run time through playbooks
Validate configurations and detect issues early when connected to Application Insights
Monitor operational health and troubleshooting guidance
Together, these capabilities give administrators a single place to set up the contact center, keep it healthy, and define how every conversation is handled at runtime — from first contact through resolution.
How it works
Service Operations Agent is available directly within the Dynamics 365 Contact Center Admin Center, where administrators can interact with it using natural language.
The agent guides users through tasks such as:
Setting up channels, queues, workstreams
Managing users and skills
Applying playbooks using provided templates for dynamic orchestration of conversations
Configuration validation and troubleshooting through Application Insights
This creates a more intuitive and streamlined administrative workflow—reducing complexity while maintaining control and governance.
Key capabilities in this preview release
In this preview release, Service Operations Agent focuses on three core areas: setup, diagnostics and conversation orchestration.
Conversational setup and configuration
Administrators can use natural language to provision and configure key components such as queues and channels—reducing reliance on manual configuration flows. This approach streamlines onboarding and helps organizations get up and running faster, even without deep technical expertise.
User prompting agent to create a queue and add users to itAgent response with details about successful queue creation and addition of users, as well as recommended next steps.
Intelligent validation and diagnostics
Service Operations Agent continuously evaluates configurations and surfaces potential issues, helping administrators:
Identify misconfigurations early
Understand root causes of setup issues
Receive actionable recommendations for resolution
Embedding diagnostics into the admin workflow reduces operational risk and improves reliability over time.
Conversation orchestration
Define how conversations are managed throughout their lifecycle, not just at entry. Playbooks let admins set conditions based on customer context, wait time, and queue state, and trigger automatic actions without manual supervisor intervention. They are authored using guided templates in the admin center — no rules to write, no code to maintain. Built-in validation catches conflicts before anything goes live. These capabilities are available now in public preview:
Dynamic prioritization: A playbook continuously monitors wait time and customer context. When conditions are met — for example, a premium customer waiting beyond a threshold with no senior agents available — their priority is automatically elevated. High-value and long-waiting customers rise to the top without anyone watching the queue.
Overflow based on CSR availability: A playbook fires the moment a queue has no eligible agents. Based on customer segment, it transfers to a backup queue, offers a callback, or sends a graceful closing message. Every customer gets a response. None of them wait in silence.
Options for setting up conversation orchestration.
Key benefits
With Service Operations Agent, organizations can:
Accelerate time to value by simplifying setup and onboarding
Reduce configuration errors through built-in validation and guidance
Improve operational reliability with proactive diagnostics
Lower dependency on specialized expertise with conversational experiences and templates for playbooks
Improve customer experience by automatically managing in-queue conversations — reducing wait times, preventing silent overflow, and ensuring high-value customers are prioritized without supervisor intervention
Continuously optimize contact center performance with ongoing insights
Together, these capabilities establish a strong foundation for building, scaling, and managing modern contact centers.
Looking ahead
Service Operations Agent is part of a broader vision to bring agentic experiences for administrators in Dynamics 365 so we can assist them in their jobs to be done. Some of these are enhanced automation, better troubleshooting, simulated conversations for validating behavior and improved insights. For orchestrating conversations, we will provide capabilities to improve the in-queue lifecycle experience, such as re-connecting customers to their last customer service representative, handling overflows for direct-dial lines, out-of-hours queues, etc. Each new capability builds on the same playbook foundation — everything configured today carries forward as the platform grows.
All these additional exciting capabilities are soon to follow!
This article is contributed. See the original author and article here.
In an increasingly connected world, organizations engage customers across diverse cultures, languages, and legal frameworks. A product or service feels most trustworthy when it shows respect for local customs, acknowledges regulatory differences and avoids culturally biased or region-specific references. That’s why we’re excited to introduce Governance for Dynamics 365 Customer Service, now available in Public Preview.
At Public Preview, Governance applies to the email channel — the channel where compliance risk and brand impact tends to be highest. We designed this new, administrator-configured policy enforcement layer to help support compliance with legal and brand standards by validating each outgoing customer email — whether composed by a service representative or generated by AI — against the specific policies your organization defines.
Why Governance? Why Now?
Customer service teams are rapidly adopting AI to streamline operations and enhance customer experiences globally. But with this transformation comes a new set of challenges: How do you ensure that AI-generated or human-authored communications stay aligned with your internal policies and external regulations? Cultural norms vary widely—from naming conventions and date formats to strict data-privacy regulations and content-control requirements. Miscommunications or unintended disclosure of sensitive information can erode trust, while non-compliance with regional regulations can lead to fines and brand damage. Governance is designed specifically for these challenges. It provides a proactive, runtime policy enforcement layer that checks outbound messages —whether written by a customer service representative or generated by AI—against administrator-defined policies. This ensures delivery of only compliant, brand-safe, and policy-aligned content to customers.
Key Capabilities
Governance introduces a suite of powerful features designed to help organizations enforce communication standards at scale:
📝 No-Code Policy Authoring: Administrators can define custom policies in plain language, like “Block any mention of competitor names” or “Require a legal disclaimer in every customer email”. The system automatically translates these into enforceable checks, eliminating the need for any coding or engineering support.
⚡ Real-Time Enforcement: Every outbound email is evaluated before it’s sent. The system flags violations or blocks the message, prompting the user to revise the content — ensuring compliance without disrupting workflows.
🔍 Auditability and Visibility: Governance logs every policy evaluation, providing full transparency to supervisors and compliance teams. It reviews what was checked, what was flagged, why it was flagged, and how it was resolved.
🧪 Simulation Mode: Test policies in a non-blocking “simulation” mode to observe how they perform in real-world scenarios. This helps teams fine-tune policies and build trust before full enforcement.
📦 Out-of-the-Box Policies: Get started quickly with pre-built policies for common compliance needs, including profanity filtering, groundedness checks, and email template adherence.
Built for the Dynamics 365 Ecosystem
Governance and Quality Evaluation are both delivered as skills within the Quality Management Agent in Dynamics 365 Customer Service. As part of the broader Quality Management suite, Governance works alongside the Quality Evaluation skill, which assesses interactions to uphold quality standards. Together, these skills create a unified framework for quality, compliance, and policy adherence.
Learn More
To explore Governance in action and start defining your own policies, learn more here. We look forward to your feedback as we continue to evolve this feature toward General Availability.
This article is contributed. See the original author and article here.
Modern customer experiences don’t live in a single system or interaction type. Whether agents resolve complex cases in Dynamics Customer Service or manage live conversations in Dynamics Contact Center, the quality of an interaction often depends on how the work is performed and not just what was said.
Across both workloads, customers have consistently asked for the same missing capability: secure, structured visibility into the agent’s on‑screen workflow during customer interactions. Voice, chat, and transcripts capture part of the story, but they don’t always reveal how agents navigate systems, apply processes, or respond in real time.
Today, Screen Recording in Dynamics 365 Customer Service and Dynamics 365 Contact Center addresses that gap by providing organizations with trusted, role‑based access to screen context that supports coaching, quality evaluation, and compliance.
Why Screen Context Matters
Customer interactions are rarely linear. Agents often work across multiple systems, reference internal knowledge, update records, and follow prescribed processes, all while engaging with the customer.
Although Customer Service and Contact Center support different interaction models, customers using both workloads face remarkably similar challenges:
Supervisors need better context to evaluate agent’s activities when helping customers.
Compliance teams require auditable visibility in regulated environments.
Organizations want to coach agents more effectively without guesswork.
Without screen context, organizations must infer intent and execution. With it, teams can:
Perform more accurate and objective quality evaluations
Identify training gaps and process inconsistencies
Reduce time to resolution by understanding workflow breakdowns
Validate compliance and required actions with confidence
Screen recording complements existing call and chat records, enabling a more complete understanding of each interaction, regardless of the channel.
One Capability, Designed for Two Workloads
We’ve built Screen Recording in Dynamics 365 as a unified capability that serves both Customer Service and Contact Center, while adapting naturally to different ways agents work.
Key Capabilities:
Automatic Screen Recording for Call Conversations
Manual Screen Recording for service reps working on multiple cases, chats, etc.
All screen recordings are securely uploaded to Dataverse
Role based access to both perform and access screen recordings
Manual screen recording when service reps are working on cases, for example:
To balance visibility with usability, recording is scoped intentionally, and configuration and operational details are managed by administrators.
For step‑by‑step setup and configuration guidance, detailed documentation is available on Microsoft Learn.
Secure by Design: Trust, Access, and Governance
Because screen recordings may contain sensitive information, security and governance were foundational to the design.
Access is controlled through role‑based permissions, ensuring only authorized users can record, review, or download recordings. Recordings are stored securely, with controls that align to enterprise and regulatory expectations.
This approach allows organizations to unlock operational insight without compromising trust between agents, supervisors, and compliance teams.
We’re excited for you to try this capability and to hear how screen recording is helping you improve quality, coaching, and operational visibility across your service experiences.
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