Dynamics365 2023 Release Wave 1 Plan PDF

Microsoft Dynamics 365
2023 RELEASE WAVE 1 PLAN
Features releasing from April 2023 through September 2023

Last updated January 25, 2023.
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Dynamics 365: 2023 release wave 1 plan Version 23.1.0
Contents
2023 release wave 1 plan ............................................................................................... 21
Early access features .............................................................................................................. 27
Marketing ................................................................................................................................. 31
Dynamics 365 Marketing..............................................................................................................................................31
Overview .......................................................................................................................................... 31
What's new and planned ................................................................................................................. 34
Collaborate....................................................................................................................................... 37
Overview ...................................................................................................................................... 37
Prioritize the best leads and empower sellers with the new lead scoring builder ..................... 38
Keep stakeholders in the loop by seamlessly copying them on email campaigns ...................... 40
Optimize your lead management process by engaging your sellers right away ......................... 41
Data and AI ...................................................................................................................................... 42
Overview ...................................................................................................................................... 42
Understand how marketing activities contribute to defined milestones ................................... 42
Optimize B2B marketing and accelerate your pipeline with out-of-the-box analytics
dashboards .................................................................................................................................. 43
Save time by easily moving triggers between environments ...................................................... 44
Scale your business effortlessly and define access to marketing assets ..................................... 45
Measure marketing activity, web traffic, and conversion goals using automatic UTM tagging . 46
Scale your business with confidence with 300M maximum monthly interactions .................... 47
Moments-based ............................................................................................................................... 48
Overview ...................................................................................................................................... 48
Easily create modern forms using the new intuitive form experience ....................................... 48
Send segment-based emails quickly without building a journey ................................................ 49
Prevent message fatigue by limiting the messages sent to a customer in a specific period ...... 51
Boost your productivity with enhanced journey reminders ....................................................... 52
Back to Contents Contents 3

Personalization ................................................................................................................................ 53
Overview ...................................................................................................................................... 53
Easily reference a copy of previously sent emails in the interaction timeline ............................ 53
Enrich marketing content by embedding additional file types from the asset library ............... 55
Match your business needs with more granular and customizable consent and preference
centers ......................................................................................................................................... 56
Use interaction data to improve targeting in redesigned segmentation builder ....................... 57
Sales .......................................................................................................................................... 59
Dynamics 365 Sales ........................................................................................................................................................59
Overview .......................................................................................................................................... 59
Revenue intelligence........................................................................................................................ 66
Overview ...................................................................................................................................... 66
Manage opportunities more effectively using the new pipeline view ........................................ 66
Configure forecasts for multiple business units .......................................................................... 67
Improve forecast accuracy with yearly and weekly forecasts ..................................................... 68
Sales engagement ............................................................................................................................ 69
Overview ...................................................................................................................................... 69
Get insights for calls made through third-party softphones from Dynamics 365 ....................... 70
Improve lead qualification with intent detection........................................................................ 70
Guide sellers to favorable sales outcomes with next best step .................................................. 71
Work efficiently with enhanced Sales accelerator worklist items .............................................. 72
Prioritize engagement for any sales entity by working in focus mode ....................................... 73
Engage with your Customers using SMS conversation ............................................................... 74
Empower sellers to adapt sequences to personalize their sales approach ................................ 75
Efficient account-centric selling with multiple sequences for a record ...................................... 75
Streamline sequence creation with looping of repeated steps .................................................. 76
Streamline sequence creation process with your own templates .............................................. 77
Leverage manager dashboards to coach sellers .......................................................................... 77

Get tips and suggestions while on a call with customer ............................................................. 78

Capture crucial details of a sales call ........................................................................................... 79
Redact sensitive personal data from customer calls ................................................................... 80
Sales execution and sales force automation ................................................................................... 80
Overview ...................................................................................................................................... 80
Prevent duplicate record creation to improve data integrity ..................................................... 81
Provide intelligent suggestions to improve seller effectiveness ................................................. 81
Visualize key stakeholders and take action with the smart organization chart .......................... 82
Automate the creation of follow-up tasks................................................................................... 83
Identify cross-sell and upsell opportunities with timely product recommendations ................. 84
Get improved user experience with new and enhanced opportunity form ............................... 85
Manage duplicates when importing leads in bulk ....................................................................... 86
Microsoft Viva Sales .......................................................................................................................................................87
Overview .......................................................................................................................................... 87
Service ...................................................................................................................................... 89
Dynamics 365 Customer Service ...............................................................................................................................89
Overview .......................................................................................................................................... 89
Administrator experiences .............................................................................................................. 95
Overview ...................................................................................................................................... 95
Integrate and search external knowledge sources...................................................................... 96
Agent experiences ........................................................................................................................... 97
Overview ...................................................................................................................................... 97
Accelerate time to resolution with AI-suggested replies ............................................................ 98
Keep track of conversations with AI-generated summaries ....................................................... 99
Create and manage cases efficiently with enhanced case form ............................................... 100
Find email templates faster with enhanced selection .............................................................. 101
Create email templates with new template designer ............................................................... 102

Enhancements to simplify case management ........................................................................... 103

Multitask efficiently with enhanced workspace layout............................................................. 104
View past support interactions using recent cases control....................................................... 105
Mark knowledge articles as favorite.......................................................................................... 106
Forecast agent demand to handle customer conversations ..................................................... 107
Forecast case volumes daily and at 15-minute intervals .......................................................... 109
Omnichannel .................................................................................................................................. 110
Overview .................................................................................................................................... 110
Make workspace app available for omnichannel roles ............................................................. 110
Enable customers to keep queue spot, get callbacks................................................................ 111
Integrate Nuance IVR with Customer Service ........................................................................... 111
Integrate Nuance Gatekeeper with Customer Service .............................................................. 112
Supervisor experiences .................................................................................................................. 114
Overview .................................................................................................................................... 114
Customize visualization of omnichannel real-time analytics dashboards................................. 114
Monitor support operations in near real time .......................................................................... 115
Personalize out-of-the-box real-time analytics reports ............................................................ 117
Dynamics 365 Field Service ...................................................................................................................................... 119
Overview ........................................................................................................................................ 119

What's new and planned ............................................................................................................... 121
Empower frontline workers ........................................................................................................... 123
Overview .................................................................................................................................... 123
Get information quickly with Field Service Mobile app enhancements ................................... 124
Optimize service operations .......................................................................................................... 124
Overview .................................................................................................................................... 124
Find Field Service information with enhanced search .............................................................. 125
Model location and asset hierarchies for large facilities ........................................................... 125
Manage work order costs using the not-to-exceed function .................................................... 126
Organize your service operations using trades ......................................................................... 128

Resource scheduling ...................................................................................................................... 129

Overview .................................................................................................................................... 129
Remove user option to switch to legacy schedule board ......................................................... 130
Finance and Operations ....................................................................................................... 131
Dynamics 365 Finance ................................................................................................................................................ 131
Overview ........................................................................................................................................ 131

Core financials................................................................................................................................ 137
Overview .................................................................................................................................... 137
Archive and purge data.............................................................................................................. 137
Determine posting of disposal transaction ............................................................................... 140
Define financial tags to support analytical reporting and business rule automation ............... 140
Define foreign currency revaluation posting profile ................................................................. 141
Accounts payable fully automated with invoice capture .......................................................... 142
Add additional areas for financial tags usage ............................................................................ 144
Ensure consistency, reduce errors with default financial tags .................................................. 145
Further automate ledger settlements with financial tags ......................................................... 145
Process free text invoices faster ................................................................................................ 146
Invoice automation – process vendor invoices during the import process .............................. 146
Ledger settlement improvements - allow partial settlement ................................................... 147
Use deferral schedules with stocked materials ......................................................................... 147
Financial Analytical Reporting - complete data model.............................................................. 148
Financial Analytical Reporting - reporting hub and base reports on data ................................ 148
Financial Analytical Reporting - security.................................................................................... 149
Globalization Studio ....................................................................................................................... 150
Overview .................................................................................................................................... 150
Simplify integration with tax solution ISVs ................................................................................ 151
Electronic Invoicing service – French e-invoice integration with Chorus Pro ........................... 152

Electronic Invoicing service – configurable Polish e-invoice and integration ........................... 154
Country expansion - localizations for LATAM countries............................................................ 155
Electronic Invoicing service - global e-invoicing ISV "last mile" connector ............................... 161
Tax reporting – extending multiple tax ID reporting to more EU countries ............................. 162
Enable additional exchange rate types for tax currency conversions ....................................... 163
Withhold tax calculation during invoicing ................................................................................. 164
Electronic Invoicing service – configurable Japanese e-invoice ................................................ 166
Dynamics 365 Supply Chain Management ........................................................................................................ 167
Overview ........................................................................................................................................ 167

Inventory and logistics ................................................................................................................... 175
Overview .................................................................................................................................... 175
Manage attribute-based omnichannel sales pricing ................................................................. 176
Inventory and logistics feature state updates for 10.0.32 ........................................................ 178
Create and update containers in batch processing mode......................................................... 180
Split cost type codes for multiple voyages in the vendor invoice journal ................................. 180
Assign shipments to related route segments ............................................................................ 181
Apply right tax with minimal effort in order entry for product variants ................................... 182
Archive inventory transactions .................................................................................................. 182
Archive sales orders ................................................................................................................... 183
Calculate available-to-promise for up to three months ............................................................ 184
Empower users with near real-time inventory insights ............................................................ 185
Add efficiency in prospect-to-cash integration with Sales ........................................................ 185
Make soft reservations from sales orders ................................................................................. 186
Provide a better configuration experience for Inventory Visibility users ................................. 187
Evaluate costs in discrete manufacturing using standard cost ................................................. 188
Manufacturing and asset management ........................................................................................ 189
Overview .................................................................................................................................... 189
Manufacturing and asset management feature state updates for 10.0.32 .............................. 190

Empower maintenance workers with new mobile experience................................................. 192

Check material availability for scheduled operations ............................................................... 193
Planning ......................................................................................................................................... 194
Overview .................................................................................................................................... 194
Planning feature state updates for 10.0.32 ............................................................................... 194
Plan for manufacturing with Planning Optimization ................................................................. 195
Procurement .................................................................................................................................. 197
Overview .................................................................................................................................... 197
Procurement and sourcing feature state updates for 10.0.32 .................................................. 197
Improve security for vendor bank account information updates ............................................. 199
Product information management ................................................................................................ 200
Overview .................................................................................................................................... 200
Share product information across legal entity boundaries ....................................................... 200
Product information management feature state updates for 10.0.32 ..................................... 201
Warehouse Management .............................................................................................................. 202
Overview .................................................................................................................................... 202
Optimize performance of internal movements in warehouse .................................................. 202
Pack shipments with speed and resilience ................................................................................ 203
Run the Warehouse Management mobile app on iOS devices ................................................. 204
Warehouse management feature state updates for 10.0.32 ................................................... 204
Capture multiple GS1 label segments simultaneously .............................................................. 209
Improve worker efficiency with optimized mobile device screen layout ................................. 209
Optimize warehouse management implementation and maintenance ................................... 210
Optimize warehouse management processes .......................................................................... 210
Dynamics 365 Project Operations ......................................................................................................................... 212
Overview ........................................................................................................................................ 212

Cancel PO receipts with connected item requirements ................................................................ 216
Use deferrals for stock or production project scenarios ............................................................... 216

Project invoicing usability and performance improvements ........................................................ 217

Leverage quote, win, contract creation improvements ................................................................ 218
Project budget management and time-phased forecasting ......................................................... 219
Use improved Expense mobile application ................................................................................... 220
Finance and Operations cross-app capabilities ............................................................................................... 222
Overview ........................................................................................................................................ 222

Cross-application features ............................................................................................................. 225
Overview .................................................................................................................................... 225
View updates to client feature states with version 10.0.32...................................................... 225
One Dynamics One Platform ......................................................................................................... 226
Overview .................................................................................................................................... 226
Improve virtual table performance ........................................................................................... 226
Ensure consistency in service requests ..................................................................................... 226
Simplify access to Dataverse by Finance and Operations apps ................................................. 227
Enable background jobs in Dataverse of One Batch ................................................................. 227
Block cookie replay attacks with IP-based cookie binding ........................................................ 228
Human Resources ................................................................................................................ 229
Dynamics 365 Human Resources........................................................................................................................... 229
Overview ........................................................................................................................................ 229

Benefits management.................................................................................................................... 233
Overview .................................................................................................................................... 233
Use bulk editing in benefits management administration ........................................................ 233
Integrations and extensibility ........................................................................................................ 234
Overview .................................................................................................................................... 234
Get single view of training and other employee data from learning management providers . 235
Enable resource management integration ................................................................................ 236

Commerce ............................................................................................................................. 237
Dynamics 365 Commerce ......................................................................................................................................... 237
Overview ........................................................................................................................................ 237

Digital Commerce .......................................................................................................................... 241
Overview .................................................................................................................................... 241
Enable units of measure in e-commerce ................................................................................... 242
Improve the B2B buyer sign-up flow ......................................................................................... 243
Use selective site copy for CMS content ................................................................................... 243
Enable distributors to view orders to be fulfilled by them on the B2B dashboard................... 244
Host a B2B platform where distributors and buyers from retail outlets can place orders ....... 245
Omnichannel Commerce ............................................................................................................... 245
Overview .................................................................................................................................... 245
Enable asynchronous payment methods .................................................................................. 246
Store Commerce ............................................................................................................................ 247
Overview .................................................................................................................................... 247
Detect POS network and connectivity issues with health check............................................... 247
Fraud Protection................................................................................................................... 249
Dynamics 365 Fraud Protection.............................................................................................................................. 249
Overview ........................................................................................................................................ 249

Use assessments API for customized fraud coverage ................................................................... 251
SMB ......................................................................................................................................... 253
Dynamics 365 Business Central .............................................................................................................................. 253
Overview ........................................................................................................................................ 253

Adapt faster with Microsoft Power Platform ................................................................................ 265
Overview .................................................................................................................................... 265

Use business events to notify and trigger external systems ..................................................... 265
Get started with more sample Power Automate templates and Power Apps.......................... 266
New approval workflow experience with Power Automate templates .................................... 267
Support dynamic environment and company in Power Platform connector ........................... 268
Remove modification limits for triggering flows ....................................................................... 269
Use Power Automate to post adaptive card or link to Business Central record ....................... 270
Application ..................................................................................................................................... 271
Overview .................................................................................................................................... 271
Adjust exchange rates easily, replace the built-in batch job..................................................... 272
Use different general ledger accounts for payables, receivables ............................................. 273
Avoid document number errors when you post item journals ................................................. 274
Company Hub now lets admins add user-specific settings ....................................................... 275
Define content of created warehouse documents with filters ............................................... 276
Intercompany posting setup supports more transaction types and streamlines flows............ 278
Preview item journals before posting ....................................................................................... 279
Review general ledger accounts faster...................................................................................... 281
Set up and sync master data across companies ........................................................................ 282
Ship and receive non-inventory items on warehouse documents ............................................ 282
Shopify connector becomes extensible ..................................................................................... 284
Synchronize returns, refunds from Shopify ............................................................................... 285
Undo transfer shipments ........................................................................................................... 286
Country and regional ..................................................................................................................... 287
Overview .................................................................................................................................... 287
Swedish localization delivered as extension ............................................................................. 288
Supporting more countries and regions .................................................................................... 288
Development ................................................................................................................................. 290
Overview .................................................................................................................................... 290
AL Explorer and AL Home in Visual Studio Code AL extension.................................................. 290
Attach AL debugger to active session or next session............................................................... 294

Improved compiler resource handling and faster code analyzers ............................................ 296
Optimized runtime package generation for sharing ................................................................. 296
Provide Title and custom actions to Error dialogs ..................................................................... 297
Control database locking behavior ............................................................................................ 298
AL-Go for GitHub - modern DevOps for partners ...................................................................... 299
ISVs can organize a preview for their AppSource apps ............................................................. 300
Governance and administration .................................................................................................... 301
Overview .................................................................................................................................... 301
Experience improved app management settings ...................................................................... 301
Get an improved cloud migration status overview ................................................................... 302
Include or exclude tables from cloud migration........................................................................ 302
Transfer environments between Azure AD tenants .................................................................. 303
Legislation ...................................................................................................................................... 304
Overview .................................................................................................................................... 304
Non-deductible, partly deductible VAT expands functionality ................................................. 304
Audit file export eases SAF-T compliance.................................................................................. 305
Onboarding .................................................................................................................................... 306
Overview .................................................................................................................................... 306
Easily find and install Payroll apps from within Business Central ............................................. 307
Modern tooltips are easy to read and understand ................................................................... 307
Refresh of content to support modern tooltip UI ..................................................................... 308
Productive with Microsoft 365 ...................................................................................................... 309
Overview .................................................................................................................................... 309
Experience enhanced adaptive cards in Teams ......................................................................... 309
Configure security controls for Teams cards ............................................................................. 310
User experiences ........................................................................................................................... 311
Overview .................................................................................................................................... 311
Add existing table fields to optimize your pages ....................................................................... 312
Drag and drop files onto the file upload dialog ......................................................................... 313

Access actions and navigation menu efficiently with keyboard ............................................... 314
Get more productivity out of an optimized Action Bar on all app pages .................................. 315
Get unblocked using actionable error messages in select application areas ........................... 316
Tailor action bar to fit your needs on document lines .............................................................. 317
Copy and paste readable hyperlinks.......................................................................................... 317
Connected Spaces ................................................................................................................ 319
Dynamics 365 Connected Spaces .......................................................................................................................... 319
Overview ........................................................................................................................................ 319
Guides..................................................................................................................................... 321
Dynamics 365 Guides.................................................................................................................................................. 321
Overview ........................................................................................................................................ 321

Improved annotation stability ....................................................................................................... 324
Improvements to the calling experience on HoloLens .................................................................. 324
Receive incoming calls on HoloLens .............................................................................................. 325
Start a call or meeting from a shared chat or email link ............................................................... 325
Take a picture of mixed-reality content ........................................................................................ 326
Customer Insights ................................................................................................................ 327
Dynamics 365 Customer Insights........................................................................................................................... 327
Overview ........................................................................................................................................ 327

Customer understanding ............................................................................................................... 331
Overview .................................................................................................................................... 331
Connect to custom machine learning models ........................................................................... 332
Easily connect to custom prediction models with guided steps ............................................... 332
Understand data quality deeply to unlock better insights ........................................................ 333
Automatically see which predictions apply to your imported data .......................................... 334
Personalized experiences .............................................................................................................. 335

Overview .................................................................................................................................... 335

Add custom columns to activity tables to meet unique business scenarios ............................. 336
Ubiquitous insights ........................................................................................................................ 336
Overview .................................................................................................................................... 336
Use Power Automate to export segments to any third-party service ...................................... 336
Add insights to Sales workflow to increase seller effectiveness ............................................... 337
Display Customer Insights activities in a Dynamics 365 activity timeline ................................. 338
Do more with advanced application lifecycle management ..................................................... 339
Govern data access with role-based access control .................................................................. 340
Customer Voice .................................................................................................................... 343
Dynamics 365 Customer Voice ............................................................................................................................... 343
Overview ........................................................................................................................................ 343

Transfer projects when owner leaves organization ...................................................................... 346
Allow survey responders to record partial survey response ......................................................... 347
Supply Chain Center ............................................................................................................ 349
Microsoft Supply Chain Center ............................................................................................................................... 349
Overview ........................................................................................................................................ 349

Data Manager ................................................................................................................................ 355
Overview .................................................................................................................................... 355
Data collaboration with suppliers and customers at scale........................................................ 355
Set up your tenant using a streamlined onboarding user experience ...................................... 356
Ingesting data from customers systems……………………………………………………………………………….356
Dynamics 365 Intelligent Order Management .............................................................................. 356
Overview .................................................................................................................................... 356
Create a purchase order from a sales order .............................................................................. 357
Enable flexible DOM constraints and processing strategies for effective fulfillment ............... 357

Enable orchestration of purchase orders .................................................................................. 359

Enable orchestration of transfer orders .................................................................................... 359
Enhance e-commerce carting experience with FedEx estimated dates and rates ................... 360
Expose Inventory capabilities as microservices ......................................................................... 361
Integrate Intelligent Order Management with advanced warehouse management ................ 362
Support to create a transfer order from a sales order .............................................................. 362
Use post-purchase features with store fulfillment orders ........................................................ 363
Supply and demand insights .......................................................................................................... 364
Overview .................................................................................................................................... 364
Create new KPIs and customize out-of-box analytics ............................................................... 364
Minimize supply chain disruptions with AI-driven KPIs and recommendations ....................... 365
FastTrack implementation portal ...................................................................................... 366
Deprecation of Dynamics 365 apps .................................................................................. 368
Early access features ............................................................................................................ 369
Power Apps ........................................................................................................................... 370
Overview........................................................................................................................................................................... 370
What's new and planned ........................................................................................................................................... 372
Efficient maker experiences ...................................................................................................................................... 375
Overview ........................................................................................................................................ 375

Run automated tests for custom pages and model-driven apps .................................................. 375
Test Power Apps in CICD pipelines ................................................................................................ 376
Reuse Power Fx formulas with user defined functions ................................................................. 377
Enhance delegation for UpdateIf and RemoveIf ........................................................................... 378
Coauthor with other makers in the modern app designer ........................................................... 379
Add table columns to forms and views automatically .................................................................. 379
Turn existing artifacts into working apps with Express design in Figma ....................................... 380
Be more productive with modern app designer improvements ................................................... 381

Create virtual tables easily in Maker Portal................................................................................... 381

Drag and drop to build responsive pages more easily .................................................................. 382
Modern user experiences .......................................................................................................................................... 383
Overview ........................................................................................................................................ 383

Look up records easily with modern advanced find ...................................................................... 383
Power BI quick reports in Power Apps enabled by default ........................................................... 385
View offline sync icon in the navigation bar .................................................................................. 385
Enjoy the new look and feel for model-driven Power Apps.......................................................... 386
Build canvas apps by using new and refreshed controls ............................................................... 387
Power Automate .................................................................................................................. 388
Overview........................................................................................................................................................................... 388
Cloud flows...................................................................................................................................................................... 393
Overview ........................................................................................................................................ 393

Push cloud flow execution data into Application Insights............................................................. 394
Monitor performance for cloud and desktop flow activities ........................................................ 394
Store cloud flow execution history in Microsoft Dataverse .......................................................... 395
Use natural language to create flows ............................................................................................ 395
Generate expressions from examples ........................................................................................... 396
Define sequential approvals in Power Automate .......................................................................... 396
Use native integration for flows in Excel ....................................................................................... 397
Desktop flows................................................................................................................................................................. 398
Overview ........................................................................................................................................ 398

Create desktop flow connections without passwords .................................................................. 398
Monitor ROI performance in desktop flows .................................................................................. 399
Pass complex data between parent and child desktop flows ....................................................... 399
Support direct connectivity with Power Automate for desktop ................................................... 400
Introduce UISpy to work with UI elements ................................................................................... 400

Learn about Power Automate for desktop on the login screen .................................................... 400
Manage work queues for desktop flows ....................................................................................... 401
Power Virtual Agents ........................................................................................................... 402
Overview........................................................................................................................................................................... 402
Bot configuration .......................................................................................................................................................... 406
Overview ........................................................................................................................................ 406

Trigger bot topics by events .......................................................................................................... 406
Use Power Fx expressions in authoring canvas ............................................................................. 407
Core authoring............................................................................................................................................................... 407
Overview ........................................................................................................................................ 407

Enrich conversations with Adaptive Cards .................................................................................... 407
Give users a natural experience with multi-modal response authoring ....................................... 408
Use list variables and looping in conversations ............................................................................. 408
Microsoft Dataverse ............................................................................................................ 410
Overview........................................................................................................................................................................... 410
Dataverse APIs ............................................................................................................................................................... 415
Overview ........................................................................................................................................ 415

Optimize data ingestion performance with CreateMultiple and UpdateMultiple APIs ................ 415
Send alerts when Dataverse API hits usage limit………………………………………………………………………415
Dataverse events ........................................................................................................................................................... 416
Overview ........................................................................................................................................ 416

Use process mining with events .................................................................................................... 416
Receive real-time notifications in Power Apps .............................................................................. 417
Dataverse extensibility ................................................................................................................................................ 418
Overview ........................................................................................................................................ 418

Include dependent assemblies with plug-ins ................................................................................ 418
Dataverse personal environments ......................................................................................................................... 419
Overview ........................................................................................................................................ 419

Do more with enhancements to personal environments ............................................................. 419
Governing personal environments ................................................................................................ 419
Makers can quickly and easily access a Dataverse environment .................................................. 420
Enterprise trust .............................................................................................................................................................. 420
Overview ........................................................................................................................................ 420

Delegate subnets for outbound connectivity from customer plug-ins ......................................... 421
Instantly revoke users and enforce IP restriction with CAE .......................................................... 421
Microsoft 365 collaboration ..................................................................................................................................... 422
Overview ........................................................................................................................................ 422

Approve and enable mailboxes without an administrator............................................................ 422
Associate activities with other activities ....................................................................................... 422
Power Fx in Dataverse................................................................................................................................................. 423
Overview ........................................................................................................................................ 423

Implement calculated column capabilities inside formula columns ............................................. 423
Governance and administration ........................................................................................ 424
Overview........................................................................................................................................................................... 424
Managed Environments for Power Platform ..................................................................................................... 427
Overview ........................................................................................................................................ 427

Limit sharing of solution-aware cloud flows in managed environments ...................................... 428
Simplify ALM with pipelines .......................................................................................................... 428
Power Platform data policies and governance controls ............................................................................... 429
Overview ........................................................................................................................................ 429

Automatic deletion of inactive developer environments ............................................................. 429

Exempt data groups in DLP policies............................................................................................... 430
Power Platform user experiences........................................................................................................................... 430
Overview ........................................................................................................................................ 430

Manually assign System Administrator role to tenant administrator ........................................... 430
Data integration ................................................................................................................... 432
Overview........................................................................................................................................................................... 432
Dataflows ......................................................................................................................................................................... 435
Overview ........................................................................................................................................ 435

Employ features from the next generation of Power BI dataflows .............................................. 436
Power Query connectors ........................................................................................................................................... 436
Overview ........................................................................................................................................ 436

Use the SQL Server Analysis Services connector in Power BI dataflows ....................................... 436
Apply versioning fields and rich text columns in SharePoint Online List ...................................... 437
Update Google Analytics connector to use V4 Data API ............................................................... 437
Power Query Online .................................................................................................................................................... 438
Overview ........................................................................................................................................ 438

Natural language interface generates new Power Query steps.................................................... 438
Split one query into multiple with conditional split ...................................................................... 438
Choose from recommended data transformations ...................................................................... 439
Deprecation of Power Platform apps ............................................................................... 440

Dynamics 365, Viva Sales, and

supply chain platform: 2023
release wave 1 plan
The Dynamics 365 release plan for the 2023 release wave 1 announces the latest updates to
customers as features are prepared for release. You can browse the release plan online or
download the document as a PDF file (updated monthly). The plan for 2023 release wave 1
covers new features for Dynamics 365, Viva Sales, and supply chain platform releasing from
April 2023 through September 2023.
The PDF file also includes information about Power Apps, Power Automate, Power BI, Power
Pages, Power Virtual Agents, Microsoft Dataverse, Microsoft Power Platform governance and
administration, and data integration.
The Microsoft Power Platform features coming in the 2023 release wave 1 have been
summarized in a separate release plan as well as a downloadable PDF.
The Microsoft Cloud for Industry features coming in the 2023 release wave 1 have been
summarized in a separate release plan as well as a downloadable PDF.
2023 release wave 1 overview

The 2023 release wave 1 for Dynamics 365 brings new innovations that provide you with
significant capabilities to transform your business. The release contains hundreds of new
features across Dynamics 365 applications, including Marketing, Sales, Customer Service,
Field Service, Finance, Supply Chain Management, Project Operations, Finance and
Operations cross-app capabilities, Human Resources, Commerce, Fraud Protection, Business
Central, Connected Spaces, Guides, Customer Insights, and Customer Voice, as well as
Microsoft Viva Sales and Microsoft supply chain platform and its supporting products.
Marketing
Dynamics 365 Marketing delivers connected sales and marketing capabilities to enable
marketers and sellers to act as a unified team and accelerate their pipelines. New features
such as a new B2B analytics dashboard, frequency capping, multiple email recipient
activation, emails timeline, customizable preference centers, and Urchin Tracking Module
(UTM) marketing tagging will be released in this wave to allow businesses to increase their
output, organizational efficiency, and analyze the impact of their campaigns to reach higher
levels of marketing maturity.
Back to Contents Overview: 2023 release wave 1 plan 21

Sales
Dynamics 365 Sales brings new features such as enhanced sequence capabilities supporting
personalized and account-based engagement, actionable AI-powered suggestions within the
seller workflow, an updated form layout, and new opportunity management workspace.
Additionally, enhanced email templates, content suggestions and SMS capabilities, as well as
various new abilities to create, loop, and optimize sales sequences will be released during
this wave.
Microsoft Viva Sales continues to optimize the seller experience in Microsoft Teams and
Outlook—using data and AI to help sellers remain in their flow of work. Viva Sales brings the
system of record and productivity tools together to meet sellers where they are and surface
in-context collaboration experiences that improve engagements and help sellers reclaim
time to focus on customer connections.
Service
Dynamics 365 Customer Service empowers agents to work more efficiently with
enhancements to voice features, unified routing, embedded Microsoft Teams collaboration,
and elements of the agent workspace such as the case form, timeline, and conversation
control. Throughout this wave, we will continue to invest in AI across the contact center with
intelligent-suggested replies and robust real-time analytics with customization.
Dynamics 365 Field Service is continuing to improve the new schedule board for dispatchers
this wave. We are also supporting our frontline workers by allowing them to see their
appointments in Outlook, find information faster through improved global search, and
recognize improvements in performance and reliability on the mobile app.
Finance and operations

Dynamics 365 Finance is focused on enhancing organizations’ visibility into their data,
continuing finance automation, and expanding out-of-the-box country coverage in LATAM.
Other enhancements such as further automation of complex tax scenarios, full end-to-end
automation of accounts payable and ledger settlements to expedite the close and enable
talented finance users to spend more time focusing on value-added activities will also be
released.
Dynamics 365 Supply Chain Management continues to deliver increased agility and resilience
across the supply chain with enhancements to omnichannel sales strategies with improved
ways of managing attribute-based pricing, integrated soft reservations, and optimized end-
to-end process integration across Dynamics 365 Sales and Supply Chain Management.
Investments to improve agility and increase efficiency for discrete manufacturers,
maintenance workers, and warehouse workers will also be a focus for this wave.
Dynamics 365 Project Operations is continuing to invest in capabilities to empower Project
Managers and Project Teams with new features like expanding the Project Budgeting and
Time-Phased Forecasting to resource/non-stocked deployment modes and completely

lighting up the core experiences for expense management on the web and mobile form
factors. Across-the-board investments in performance and usability with an uptake of
modern and fluent controls in Sales, Billing and Pricing, and Subcontracting experiences are
also targeted for this release wave.
Finance and Operations cross-app capabilities continues to invest in capabilities that apply to
all Finance and Operations apps, including Dynamics 365 Finance, Dynamics 365 Supply
Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations.
Further investments will be made to the One Dynamics One Platform workstream to enhance
One Admin, One Developer, and One User experiences, which focus on enabling Finance and
Operations applications on Power Platform for administrators, pro developers, and users.
Human Resources
Dynamics 365 Human Resources will continue to expand the Human Capital Management
(HCM) ecosystem and further invest in expanding our payroll partner network to provide
broader coverage for global organizations. We will also provide better experiences across
Dynamics 365 applications by integrating employee skill, compensation, and leave
information to resource managers in Project Operations while helping employees grow their
careers by bringing project and experience information back into employee profiles.
Commerce
Dynamics 365 Commerce is enabling new and updated B2B experiences, including the
modeling of distributors as sellers, introducing a distributor fulfillment dashboard, and
improving the out-of-the-box B2B user sign-up flow. We are revising and improving our
payment flows and enabling network health checks to diagnose network-related issues that
can impact POS uptime for POS and Store Commerce users. We will also be investing in
asynchronous payment capabilities to provide support for Klarna and other “buy now pay
later” methods and ACH real-time banking.
Fraud Protection
Dynamics 365 Fraud Protection is introducing Assessments API in 2023 wave 1 that will allow
customers to define their own fraud event (in addition to the default events covered by
Fraud Protection such as Purchase Protection and Account Protection). This functionality will
allow customers to configure Fraud Protection to protect against fraud events specific to
their businesses.
SMB
Dynamics 365 Business Central will continue developing enhanced finance capabilities for
intercompany transactions as well as several improvements to the warehouse management
area to make customers’ processes more efficient. More default setup data will also be
provided during this wave to expedite customers’ onboarding procedures. Furthermore,

Power Platform and Microsoft 365, including Teams, capabilities will be improved, enabling
better reporting, automation, and collaboration opportunities.
Connected Spaces
Dynamics 365 Connected Spaces delivers alerts and notifications via Teams or Outlook when
business AI-skills detect actionable patterns within a space containing vehicles—stationary or
mobile. Throughout this wave, improvements will be released enabling customers to
leverage the Azure Stack HCI devices for configuring Connected Spaces to run AI models at
the edge in addition to the existing Azure Stack Edge devices.
Guides
Dynamics 365 Guides will continue investing in capabilities to improve collaboration
experiences for users on HoloLens 2. Key updates coming in this wave include improvements
in handling incoming calls, join settings, and more accurate mixed reality annotations. We
will also be adding new holographic workflows and features like the ability to manipulate a
hologram as an operator and taking a photo while in a guide.
Customer Insights
Dynamics 365 Customer Insights will bring improvements such as improved data
interoperability and governance features allowing the ability to control and restrict access to
data, configurations, and actions, an increased maturity around application lifecycle
management and enterprise lifecycle management, increased activation capabilities through
tighter integration with Microsoft Dataverse, and will receive navigational guidance, AI-
powered suggestions, and task assistance increasing the depth of insights obtained from the
product with less time investment.
Customer Voice
Dynamics 365 Customer Voice is investing in functionalities to unblock key scenarios for
customers and is focusing on improving the overall usage experience along with the
architecture evolution and stability fixes for survey owners and responders. We will focus on
delivering features such as the transfer ownership of an orphan project in case a project
owner has left the organization as well as allowing survey responders to record partial survey
responses.
Supply Chain Center

Microsoft Supply Chain Center delivers improvements to organizations’ management of their
supply chain by enhancing their end-to-end visibility of their supply chain, improve AI-based
recommendations, and enable them to seamlessly collaborate with their teams and suppliers
on the workflow, resulting in better orchestrated business processes.

Key dates for the 2023 release wave 1

These release plans describe functionality that may not have been released yet. Delivery
timelines and projected functionality may change or may not ship (see Microsoft policy).
Here are the key dates for the 2023 release wave 1.
Milestone Date Description
Release plans January 25, 2023 Learn about the new capabilities coming in the 2023
available release wave 1 (April 2023 - September 2023) across
Dynamics 365, Microsoft Power Platform, and Microsoft
Cloud for Industry.
Early access available January 30, 2023 Test and validate new features and capabilities that will
be part of 2023 release wave 1, coming in April, before
they are enabled automatically for your users. You can
view the Dynamics 365 2023 release wave 1 early access
features now.
Release plans February 21, 2023 The Dynamics 365, Microsoft Power Platform, and
available in 11 Microsoft Cloud for Industry release plans published in
additional languages Danish, Dutch, Finnish, French, German, Italian, Japanese,
Norwegian, Portuguese (Brazilian), Spanish, and
Swedish.
General availability April 1, 2023 Production deployment for the 2023 release wave 1
begins. Regional deployments will start on April 1, 2023.
Just like the previous release waves, we continue to call out how each feature will be enabled
in your environment:
• Users, automatically: These features include changes to the user experience for users
and are enabled automatically.
• Admins, makers, or analysts, automatically: These features are meant to be used by
administrators, makers, or business analysts and are enabled automatically.
• Users by admins, makers, or analysts: These features must be enabled or configured by
the administrators, makers, or business analysts to be available for their users.
You can get ready with confidence knowing which features will be enabled automatically.
We’ve done this work to help you—our partners, customers, and users—drive the digital
transformation of your business on your terms. We’re looking forward to engaging with you
as you put these new services and capabilities to work, and we’re eager to hear your
feedback as you dig in to the 2022 release wave 2 plans.

Let us know your thoughts. Share your feedback in the Microsoft Dynamics 365 community
forums. We will use your feedback to make improvements.

2023 release wave 1 features

available for early access
This topic lists the features that can be enabled for testing in your environment beginning
January 30, 2023.
Features from the following apps are available as part of early access:
• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Dynamics 365 Field Service
• Dynamics 365 Supply Chain Management
• Finance and Operations cross-app capabilities
• Dynamics 365 Business Central
The features from these apps update the existing user experiences. You can opt in early to
enable these features in your environment. This will allow you to test these features and then
adopt them across your environments. For information on how to enable these features, see
Opt in to 2023 release wave 1 updates.
IMPORTANT Other early access features may impact your users. To learn more about these
features visit:
• Power Platform 2023 release wave 1 features available for early access
• Cloud for Industry 2023 release wave 1 features available for early access
Dynamics 365 Sales

For a complete list of the Dynamics 365 Sales features, see What's new and planned for
Dynamics 365 Sales.
Feature Enabled for Early access General

availability
Get improved user experience with new Users, Jan 30, 2023 Apr 2023
and enhanced opportunity form automatically
Guide sellers to favorable sales outcomes Users, Jan 30, 2023 Apr 2023
with next best step automatically
Manage opportunities more effectively Users, Jan 30, 2023 Apr 2023
using the new pipeline view automatically
Back to Contents Dynamics 365: early access features 27


availability
Prioritize engagement for any sales entity Users, Jan 30, 2023 Apr 2023
by working in focus mode automatically
Work efficiently with enhanced Sales Users, Jan 30, 2023 Apr 2023
accelerator worklist items automatically
Dynamics 365 Customer Service

For a complete list of the Dynamics 365 Customer Service features, see What's new and
planned for Dynamics 365 Customer Service.

availability
Create email templates with new template Users, Jan 30, 2023 Apr 2023
designer automatically
Enhancements to simplify case Users, Jan 30, 2023 Apr 2023

management automatically
Make workspace app available for Users, Jan 30, 2023 Apr 2023
omnichannel roles automatically
Mark knowledge articles as favorite Users, Jan 30, 2023 Apr 2023
automatically
Multitask efficiently with enhanced Users, Jan 30, 2023 Apr 2023
workspace layout automatically
View past support interactions using Users, Jan 30, 2023 Apr 2023
recent cases control automatically
Dynamics 365 Field Service

For a complete list of the Dynamics 365 Field Service features, see What's new and planned
for Dynamics 365 Field Service.

availability
Find Field Service information with Users, Jan 30, 2023 Apr 2023
enhanced search automatically


availability
Get information quickly with Field Service Users, Feb 1, 2023 Apr 2023
Mobile app enhancements automatically
Remove user option to switch to legacy Users, Jan 30, 2023 Apr 2023
schedule board automatically
Dynamics 365 Supply Chain Management

For a complete list of the Dynamics 365 Supply Chain Management features, see What's new
and planned for Dynamics 365 Supply Chain Management.

availability
Inventory and logistics feature state Users by admins, Jan 30, 2023 Apr 2023
updates for 10.0.32 makers, or analysts
Manufacturing and asset management Users by admins, Jan 30, 2023 Apr 2023
feature state updates for 10.0.32 makers, or analysts
Pack shipments with speed and resilience Users by admins, Jan 30, 2023 Apr 2023
makers, or analysts
Planning feature state updates for 10.0.32 Users by admins, Jan 30, 2023 Apr 2023
makers, or analysts
Procurement and sourcing feature state Users by admins, Jan 30, 2023 Apr 2023
Product information management feature Users by admins, Jan 30, 2023 Apr 2023
state updates for 10.0.32 makers, or analysts
Run the Warehouse Management mobile Users, Jan 30, 2023 Apr 2023
app on iOS devices automatically
Warehouse management feature state Users by admins, Jan 30, 2023 Apr 2023

Finance and Operations cross-app capabilities

For a complete list of the Finance and Operations cross-app capabilities features, see What's
new and planned for Finance and Operations cross-app capabilities.

availability
View updates to client feature states with Users, Jan 30, 2023 Apr 2023
version 10.0.32 automatically
Dynamics 365 Business Central

For a complete list of the Dynamics 365 Business Central features, see What's new and
planned for Dynamics 365 Business Central.

availability
Drag and drop files onto the file upload Users, Jan 5, 2023 Apr 2023
dialog automatically

Marketing
Plan and prepare for Dynamics 365 Marketing in 2023
release wave 1
IMPORTANT The 2023 release wave 1 plan covers all new functionalities planned to be
delivered to market from April 2023 to September 2023. In this article, you'll find the product
overview and what's new and planned for Dynamics 365 Marketing.
Overview
As technology advances, so do customer expectations. The buying journeys that customers
embark on are no longer linear. Customers do not follow well-defined buying phases.
Instead, they go back and forth across various channels, call for digital first, immediate, self-
service solutions, and tune out one-size-fits-all interactions that make them feel like they’re
just another number. Providing hyper-personalized, self-driven, seamless interactions across
any channel and at any moment is no longer a nice to have; it's a must. Customers want to
engage on their terms and businesses need to constantly deliver better experiences to find
new customers and keep the ones they have.
With this release, we help you transform your customer experience through the ability to
orchestrate congruous experiences spanning sales and marketing. You can break down the
silos between departments to ease collaboration, enhance lead nurturing, and, ultimately,
accelerate your pipeline. In parallel, we are enabling you to meet your customers’
expectations in any scenario by providing you with capabilities to make your marketing
activities even more sophisticated and mature. Our guiding principles are to make your job
as a marketer easier, make you more productive, and enable you to deliver real-time,
personalized experiences at scale to delight your customers in new ways.
Our release revolves around four themes that steer the transformation of customer
experience:
• Engage your customers in moments that matter across all touchpoints to build end-to-
end, holistic experiences.
• Enable collaboration across your organization, connect sales and marketing to
transform customer experiences.
• Make faster and better decisions leveraging the power of data and AI and achieve
higher levels of marketing maturity.
• Drive unique experiences through personalized content, images, and channels tailored
to each customer.
Back to Contents Dynamics 365 Marketing 31

Investment areas
Moments-based
Define the best channels and identify relevant touchpoints to trigger interactions that will
successfully engage customers in the moments that matter.
Personalization
Leverage your customer data and past interactions to transform your customer experience
by delivering personalized messages, content, and images through the best channel.
Collaborate
Empower your teams to break down silos and deliver 1:1 personalized customer experiences
by enabling marketers and sellers to identify, target, and nurture leads and to collaborate to
accelerate the pipeline.
Data and AI
Bring maturity to your marketing activities by making it easy to scale real-time interactions,
drive efficiency, and optimize your marketing activities based on performance analytics.
To learn more about the entire set of capabilities being delivered during this release wave,
check out the release plan for Dynamics 365 Marketing below:
Check out the release plan
For application administrators

User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates
release change management and enables successful onboarding of new capabilities released
to market. For the complete list, look for all features tagged "Users, automatically" in the
release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators,
makers, or business analysts to be available for their users. For the complete list, look for all
features tagged "Users by admins, makers, or analysts" in the release plan.

Get the most out of Marketing
Helpful links Description
Release plan View all capabilities included in the release.
Product updates Stay up to date on latest product updates.
Release calendar Know important release milestones.
Licensing Improve your understanding of how to license Marketing.
Product documentation Find documentation for Marketing.
User community Engage with Marketing experts and peers in the community.
Upcoming events Find and register for in-person and online events.
Product trials Get started with Marketing.

What's new and planned for Dynamics 365 Marketing

This topic lists features that are planned to release from April 2023 through September 2023.
Because this topic lists features that may not have released yet, delivery timelines may
change and projected functionality may not be released. For more information, go to
Microsoft policy.
For a list of the previous wave's release plans, go to 2022 release wave 2 plan.
In the General availability column, the feature will be delivered within the month listed. The
delivery date can be any day within that month. Released features show the full date,
including the date of release.
This check mark ( ) shows which features have been released for public preview or early
access and for public preview, early access, and general availability.
Collaborate
Enable collaboration across your organization, and connect sales and marketing to transform
customer experiences.
Feature Enabled for Public Early General

preview access* availability
Prioritize the best leads and Admins, makers, Apr 2023 -

empower sellers with the new marketers, or
lead scoring builder analysts,
automatically
Keep stakeholders in the loop by Admins, makers, Feb 2023 - Apr 2023
seamlessly copying them on marketers, or
email campaigns analysts,
automatically
Optimize your lead management Admins, makers, Feb 2023 - Apr 2023
process by engaging your sellers marketers, or
right away analysts,
automatically

Data and AI
Make faster and better decisions leveraging the power of data and AI and achieve higher
levels of marketing maturity.

Understand how marketing Admins, makers, May 2023 -

activities contribute to defined marketers, or
milestones analysts,
automatically
Optimize B2B marketing and Admins, makers, Jul 2023 -

accelerate your pipeline with out- marketers, or
of-the-box analytics dashboards analysts,
automatically
Save time by easily moving Admins, makers, - - Apr 2023

triggers between environments marketers, or
analysts,
automatically
Scale your business effortlessly Users by admins, - - Apr 2023

and define access to marketing makers, or analysts
assets
Measure marketing activity, web Admins, makers, Feb 2023 - Apr 2023
traffic, and conversion goals using marketers, or
automatic UTM tagging analysts,
automatically
Scale your business with Admins, makers, Apr 2023 - Jul 2023
confidence with 300M maximum marketers, or
monthly interactions analysts,
automatically

Moments-based
Engage your customers in moments that matter across all customer touchpoints to build
end-to-end, holistic experiences.

Easily create modern forms using Admins, makers, - - Apr 2023

the new intuitive form experience marketers, or
analysts,
automatically
Send segment-based emails Users by admins, Jan 2023 - Apr 2023

quickly without building a journey makers, or analysts
Prevent message fatigue by Admins, makers, Feb 2023 - Apr 2023

limiting the messages sent to a marketers, or
customer in a specific period analysts,
automatically
Boost your productivity with Admins, makers, Mar 2023 - Apr 2023
enhanced journey reminders marketers, or
analysts,
automatically
Personalization
Drive unique experiences through personalized content, images, and channels tailored to
each customer.

Easily reference a copy of Users by admins, Sep 2023 - -

previously sent emails in the makers, or analysts
interaction timeline
Enrich marketing content by Admins, makers, Jan 2023 - Apr 2023

embedding additional file types marketers, or
from the asset library analysts,
automatically


Match your business needs with Admins, makers, Feb 2023 - Apr 2023
more granular and customizable marketers, or
consent and preference centers analysts,
automatically
Use interaction data to improve Admins, makers, Mar 2023 - May 2023
targeting in redesigned marketers, or
segmentation builder analysts,
automatically
* You are able to opt into some features as part of early access on January 30, 2023,
including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
• Users, automatically: These features include changes to the user experience and are
enabled automatically.
• Admins, makers, marketers, or analysts, automatically: These features are meant to
be used by administrators, makers, marketers, or business analysts and are enabled
automatically.
For a list of the countries or regions where Dynamics 365 business applications are available,
go to the International availability guide. For more information about geographic areas and
datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability
page.
Collaborate
Overview
Empower your teams to break down silos and deliver 1:1 personalized customer experiences
by enabling marketers and sellers to identify, target, and nurture leads and to collaborate to
accelerate the pipeline.

Prioritize the best leads and empower sellers with the new lead scoring builder
Enabled for Public Early General

preview access availability
Admins, makers, marketers, or analysts, Apr 2023 - -

automatically
Business value
To maximize return on investment from marketing activities, it is essential to identify the best
prospects at the right moment when they're ready to engage with your sales team. With
real-time marketing, you can use a new simple but powerful lead scoring builder to define
your scoring criteria and model more efficiently.
Prioritize the most engaged leads from companies that match your ideal customer profile
using engagement and profile-based scoring. Define qualification criteria and post-
qualification actions to grow your pipeline while ensuring that each qualified lead receives
attention from your sales teams. With proper scoring and qualification criteria, you can
prioritize the best leads and empower the sales team to spend more time winning deals and
less time chasing lukewarm opportunities.
Feature details
• Use the easy-to-use lead score builder to start quickly and update or optimize the model
continuously.
• Create lead scoring models with not only behavioral but also demographic or
firmographic conditions.
• Evaluate your scoring model outputs and performance using a new set of enhanced
insights.
• Define lead qualification criteria and post-qualification actions.

Insights
Builder experience

Keep stakeholders in the loop by seamlessly copying them on email campaigns

Admins, makers, marketers, or analysts, Feb 2023 - Apr 2023

automatically
Business value
Improve your customer experience by keeping your sales, customer service, or finance teams
in the loop by copying key recipients on your email campaigns. Enable other teams to follow
up on hot leads or rapidly answer customers' inquiries to speed up your pipeline and
increase customer satisfaction.
Feature details
• Add up to five additional recipients to emails in the cc field.
• Send to a specific cc recipient or use personalization to automatically select the recipient
based on the journey or audience.
For example, marketers can:
• Copy account managers to personally follow up with their clients so they can increase
their marketing/sales campaign success rate.
• Include support teams to provide more efficient (1:1) support and increase customer
satisfaction.
• Add key stakeholders to email communications to raise awareness in your enterprise and
collaborate effectively.
CC in Customer Journey

Settings
Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and
votes, to help us decide what to add to our product roadmap.
Optimize your lead management process by engaging your sellers right away


automatically
Business value
Activate a sales sequence or create sales activities, inviting the sales team to engage with
leads at the right time and stage of their journey.
As you nurture leads and opportunities with real-time journeys, the leads' signals might
indicate an urgency to engage with your sales teams. With Dynamics 365 Marketing, you can
now create sales activities such as tasks and phone calls directly from journeys, so that leads
get individualized attention at the right time when they’re most likely to engage. You can

also activate a sales sequence to accelerate the deal, ensuring that sellers receive automated
recommendations based on the sales playbook associated with the campaign.
Feature details
• Respond quickly to incoming leads by routing them directly to sales agents.
• Add sales activities such as phone calls and tasks to your nurture journeys.
• Trigger a sales sequence in Dynamics 365 Sales to surface contextual recommendations
for the seller picking up the lead.
Handoff leads
Data and AI
Overview
Bring maturity to your marketing activities by making it easy to scale real-time interactions,
drive efficiency, and optimize your marketing activities based on performance analytics.
Understand how marketing activities contribute to defined milestones

Admins, makers, marketers, or analysts, May 2023 - -

automatically
Business value
Dynamics 365 Marketing enables you to create highly personalized experiences to nudge
customers toward milestones in the buyer's journey. Examples of milestones are completing

a purchase, becoming a loyalty program member, or becoming a qualified sales opportunity.

Now, you can measure milestones over time and even measure your journeys' and messages'
effectiveness towards achieving them. Milestones empower you to identify and optimize
opportunities or drop poorly performing parts of your marketing mix and gain a
comprehensive view of the tactics that are working well. This creates a feedback loop,
allowing you to continuously improve your marketing efforts and drive more customers
toward each important milestone.
Feature details
• Define milestones based on key customer moments in your buyer’s journey. For example,
lead qualification and opportunity creation in B2B businesses or e-commerce purchase
and loyalty program enrollment in B2C businesses.
• Track the number of customers that reach milestones over time.
• Analyze the contribution of your journeys and messages in driving your customers to
milestones.
Journey effectiveness visual
Optimize B2B marketing and accelerate your pipeline with out-of-the-box

analytics dashboards

Admins, makers, marketers, or analysts, Jul 2023 - -

automatically

Business value
Use out-of-the-box dashboards to track your pipeline development and analyze the impact
and contribution of journeys, marketing messages, and content at different stages of your
business process. When using Dynamics 365 Marketing and Sales, further optimize your
pipeline velocity by aligning marketing and sales teams on common goals using a shared
view of the pipeline.
Feature details
• Seamless integration with Dynamics 365 Sales gives a comprehensive view to track
accounts moving through the pipeline (from prospects and leads to won opportunities).
• Understand the main drivers for lead generation and qualification.
• Learn about your most effective sources that produce high-quality leads.
Business-to-business marketing analytics dashboard.
Save time by easily moving triggers between environments

Admins, makers, marketers, or analysts, - - Apr 2023

automatically
Business value
With Dynamics 365 Marketing, you can create custom triggers in development or pre-
production environments to securely test the intended behavior before you use them in

production for live marketing journeys and campaigns. You can then move the triggers to a
production environment, so long as they are in a draft state.
With this release, you can now use the concept of managed solutions in Dynamics 365 to
simplify and automate moving triggers between environments, even when they're in a
published state. The ability to move published triggers enables you to align your testing
workflow with your application lifecycle management process. Dynamics 365 Marketing
automatically takes care of packaging the triggers and any related metadata when you
export and import the solutions.
Feature details
This feature allows you to:
• Move triggers between environments quickly and easily using solutions.
• Migrate triggers between all your environments in any state.
• Manage version control and do cross-environment trigger updates to ensure that the
right triggers are being used in your journeys.
Scale your business effortlessly and define access to marketing assets
Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Apr 2023
Business value
Improve productivity by defining marketing asset access and visibility to match your business
structure.
As businesses create vast amounts of assets, organizing data according to an organizational
structure becomes critical for compliance and productivity purposes. Now in real-time
marketing, you can effortlessly organize your digital assets, content, and journeys to match
your organizational structure by separating business and customer data across
organizational boundaries. Separating data enables you to gain comprehensive insights into
a specific brand's marketing performance without losing sight of the bigger picture.
Compliance risk is reduced by using out-of-the-box campaigns and data segregation
capabilities across your organization.
Feature details
• Organize marketing journeys, digital assets, content, and customer preferences to
support your multibrand business unit strategy needs.
• Reduce compliance risk by using out-of-the-box campaigns and data segregation
capabilities across organizational boundaries instead of relying on processes and people.
• Review marketing analytics at individual brand, region, and organization levels.

• Built on top of modernized business units (Microsoft Dataverse) to ensure a no-cliff

experience across your Dynamics 365 applications.
Measure marketing activity, web traffic, and conversion goals using automatic
UTM tagging


automatically
Business value
Urchin Tracking Module (UTM) codes help you track sources of traffic for your websites and
landing pages, enabling you to attribute conversions to the right source. Marketing
messages can be a significant contributor to this traffic, but it is hard to track them without
UTM parameters. They’re often left out entirely from the links in messages due to the time-
consuming process of manually adding the tags to each link.
Dynamic 365 Marketing now automatically tags all your messages with UTM parameters,
following a consistent taxonomy. This gives you full visibility into your marketing
contribution to web traffic and, in turn, empowers you to optimize traffic and conversions.
Feature details
• Every link in all your outbound messages is automatically appended with default UTM
parameters.
• You can optionally override the default UTM campaign parameters and insert your own
custom parameters.

Automatically add UTM parameters
Scale your business with confidence with 300M maximum monthly interactions

Admins, makers, marketers, or analysts, Apr 2023 - Jul 2023

automatically
Business value
Reach up to 100 million contacts or leads and send up to 300 million messages per month
with Dynamics 365 real-time marketing customer journey orchestration. This added capacity
empowers you to deliver personalized experiences at scale and delight customers in new
ways. Additional interactions will help you grow your business, whether you’re increasing
your customer base in new markets, reaching additional geographies, promoting new
products, or expanding your prospective customer pipeline to reach higher sales targets.
Feature details
• Reach up to 100 million marketing contacts (up more than 3 times from the previous 30
million contact limit). Marketing contacts only include those that you engage with
through interactions such as emails, SMS, and push notifications.
• Deliver up to 300 million monthly outbound interactions (through email messages, SMS,
push, or custom channels). This is up 3 times from the previous 100 million outbound
interaction limit.

• Create segments of up to 100 million marketing contacts.

• Engage with customers in near real-time with a 30-second response time. (The response
time is the time from a trigger being activated to a message being sent for a single-step
customer journey. The actual message delivery time varies depending on the recipient’s
email server, the message-sending channel used, and other factors.)
NOTE This feature indicates the absolute maximum number of interactions that can be sent
(assuming there is sufficient monthly interaction quota available) based on the number of
contact or interaction packs you purchase. Your actual limits are visible on the Quota limits
page.*
Moments-based
Overview
Define the best channels and identify relevant touchpoints to trigger interactions that will
successfully engage customers in the moments that matter.
Easily create modern forms using the new intuitive form experience


automatically
Business value
Effortlessly create smart forms to place on your websites and capture your customers’
attention while allowing them to input their details. Lead capture forms are crucial for
gathering marketing information, turning visitors into leads, and turning leads into valuable
customers. With the new intuitive forms experience in real-time marketing, you can easily
create modern forms with advanced capabilities without depending on developers.
Feature details
• A modern drag-and-drop editor guides you through the entire form creation process.
• No need to depend on developers; start creating forms within seconds.
• Instantly publish a form as a standalone page or embed the form into an existing page.
• Deliver compelling forms to your customers that match your brand and track
conversions.

Create lead capture forms using the new form editor
Send segment-based emails quickly without building a journey
Users by admins, makers, or analysts Jan 2023 - Apr 2023
Business value
Send simple segment-based emails, such as newsletters, without creating a journey. This
workflow allows you to send emails to the segment members you need to reach within
minutes.
Feature details
This workflow is optimized for any role or skill level, allowing senders to use Dynamics 365
Marketing to send emails that take advantage of email templates, personalization, email
analytics, and connected CRM.
• Choose from email templates to craft your email quickly.
• Pick from an existing segment or quickly create one by uploading contacts or leads, then
hit send.

Send now email visual
Saved segments
Final send email visual

Prevent message fatigue by limiting the messages sent to a customer in a

specific period


automatically
Business value
Ensure that your customers receive the right message at the right moment and at the right
frequency to prevent fatigue, avoid unsubscribes, and facilitate optimal engagement with
your key messages.
Some customers qualify for multiple journeys and campaigns that run simultaneously. This
results in customers receiving multiple messages through one channel in a short period of
time. Customers may perceive these messages as spam, which lowers their engagement.
With the frequency cap feature, you can optimize engagement by controlling how many
messages are sent across multiple channels over a period.
Feature details
• Define a specific cap per channel (email, text message, push, and custom channels).
• Enable daily, weekly, and monthly frequency caps.
• Decide which journeys should have the frequency cap enabled or disabled.
• Transactional messages will always be excluded.
• Check which messages have been sent and which are still pending for each customer.

Frequency cap setting
Boost your productivity with enhanced journey reminders

Admins, makers, marketers, or analysts, Mar 2023 - Apr 2023

automatically
Business value
Boost your productivity with enhanced reminder and recurring message orchestration
capabilities. Sending repeating messages is essential to invite customers to take action. For
instance, you may want to send a checkout reminder to customers who abandoned a
shopping cart. But setting reminders in journeys is often complex and requires maintenance.
To support marketers and boost their productivity, we’ve enhanced recurring message
orchestration capabilities. You can now create action-oriented journeys, reminding
customers until they complete a call to action or until a certain date or time. Built-in
reminder orchestration eliminates the need to create cascading branches that check for the
qualifying action after each step or to specify conditions with more than two possibilities.
This simplifies not only the journey logic and creation but also the analysis when journeys are
live.
Feature details
Here's an example of the reminder feature in action: An abandoned shopping cart journey
starts with customers adding items to a shopping cart. Using the reminder feature, if a

customer abandons the cart, the journey can remind them to check out and send multiple
messages, including messages with certain offers, until they check out. Similarly, a customer
who has started registering for a conference can be reminded to complete registration until
they finish or until the registration window closes.
• Increase productivity by simplifying logic, increasing readability, and lowering
maintenance.
• Create journeys that include a set of messages, such as reminders, until a qualifying
event or activity occurs.
• Messages can end based on the customer taking an action or based on a certain date or
time.
Reminders in journey
Personalization
Overview
Leverage your customer data and past interactions to transform your customer experience
by delivering personalized messages, content, and images through the best channel.
Easily reference a copy of previously sent emails in the interaction timeline
Users by admins, makers, or analysts Sep 2023 - -

Business value
Understanding your company's customer interactions is key to improving your customer
experience. Now, you can deepen customer understanding by viewing exact copies of sent
emails, allowing you to build more personalized experiences. Reviewing sent emails improves
your overall visibility, compliance, and auditing.
Feature details
• See exact copies of emails sent in contact and lead timelines.
• Review the output generated by advanced personalization features such as conditional
content.
• Adjust storage of archived emails to meet your business needs.
Email on Contact Timeline
Preview email full screen on contact timeline.

Enrich marketing content by embedding additional file types from the asset
library

Admins, makers, marketers, or analysts, Jan 2023 - Apr 2023

automatically
Business value
Sending your customers rich, compelling content is key to keeping them engaged with your
brand. In outbound marketing, you can now add a wider variety of relevant information to
your emails using additional file types such as documents, PDFs, presentations, and more.
Easily upload files to the asset library and add links to your emails to create richer content for
your customers.
Feature details
• Additional file type support for files such as docx, pptx, pdf, JS, CSS, and much more.
• Updated user interface for document management in the Asset library.
• Link to a PDF file from a button in an email.
• Provide a link to downloadable content on a page.
UI image of Asset library with tabs for all assets, images and documents

Match your business needs with more granular and customizable consent and
preference centers


automatically
Business value
We are enhancing our consent and preference centers to better meet your business needs.
In real-time marketing, marketers can now fully customize out-of-the-box preference
centers.
Customize your preference centers, enforce and track consents to meet your business needs
across multiple brands and business units. Keep your customers engaged by giving them
control over the topics and channels they want to connect to. Allow customers to subscribe
to the topics that matter the most to them while ensuring that you capture the consent you
need to satisfy your legal and regulatory requirements.
Avoid embarrassing and costly configuration mistakes by leveraging real-time marketing
topic support that prevents the complications of maintaining and enforcing lists of
subscribed customers, all while taking advantage of enhanced real-time marketing
preference centers that better represent your brand.
Feature details
The following new functions allow you to design consent to match your brand and
compliance needs:
• Create and manage topics for customers to opt-in to marketing subscriptions.
• Create topics and preference centers that align with your brands and business units.
• Real-time marketing automatically enforces consent and topic checks without the need
to create and manage subscription lists of contacts or leads.
• Configure real-time marketing preference centers that represent your brand's look and
feel with new logo, style, and color options.

Build preference centers to match your company's brand - colors, logos, and more.
Use interaction data to improve targeting in redesigned segmentation builder

Admins, makers, marketers, or analysts, Mar 2023 - May 2023

automatically
Business value
Segments are critical for targeting the right customers and personalizing their experience.
The redesigned real-time marketing segmentation builder allows you to create segments
based on customer interactions and engagement with your marketing messages, websites,
events, and other channels. Combined with the demographic and firmographic attributes
already available for segmentation, the segmentation builder enables you to reach the right
customers at the right time. Use segments for journey branching or content variants to
personalize the experience for each customer. Create complex, interaction-based conditions
by defining frequency and a time window, enabling you to use event triggers to segment on
more customer actions than before.

Feature details
• Leverage an easy-to-use segment builder experience to create segments on both
demographic and behavioral attributes.
• Seamlessly create complex conditions such as "all your contacts that have opened the
newsletter twice with the last 30 days" with the improved builder experience.
• Generate confidence through segment member size estimates and previews prior to
marking the segment "Ready to Use."
Interactions segments

Sales
Plan and prepare for Dynamics 365 Sales in 2023 release
wave 1
overview and what's new and planned for Dynamics 365 Sales.
Overview
Dynamics 365 Sales is the market-leading sales application that empowers every
organization to sell more by understanding their customers and the way they want to buy—
powered by data, intelligence, and experiences that people love. Dynamics 365 Sales brings
the power of business data everywhere the seller is working—across their favorite
productivity tools like Office 365 and Teams. By focusing on the most relevant and authentic
engagements, sellers can quickly get to the heart of in-the-moment customer needs and sell
more efficiently.
The world’s way of working has transformed dramatically in the last decade and even more
so within the last couple of years. The role of the seller is evolving, too. Buyers expect a blend
of digital and personalized experiences throughout their journey. The seller evolution
requires a need for several shifts in their current experience: prioritization of their work,
intelligent digital communication tools, better collaboration to improve productivity, and
spending more time becoming trusted advisors to their customers. To do this, sellers can't
be overwhelmed trying to make sense of too much data and information; rather, they need
the data to work for them by providing value in every customer interaction.
For 2023 release wave 1, we continue to use data and AI to help sellers prioritize their
engagement and personalize their execution to be more efficient and effective in their
customer interactions - spending more time selling.
Do you have a new feature idea or some feedback? We encourage you to connect with us at
Sales Ideas.
Back to Contents Dynamics 365 Sales 59

Investment areas
Sales execution and sales force automation

The sales execution and sales force automation capabilities in Dynamics 365 sales allow
sellers to be more productive and efficient in their core area of work–selling. These
capabilities help sellers initiate a campaign, generate leads, assign leads to sellers, convert
those leads to opportunities, manage accounts and contacts, and manage all activities
around leads and opportunities until the deal is closed.
The following capabilities are planned for this release wave to enhance sales execution and
sales force automation:
• Prevent duplicate leads from entering the system either through manual creation or bulk
import.
• Get follow-up tasks created automatically based on information from various Office
applications like emails, Teams messages, and Teams call transcripts, and get friendly
reminders to help you complete those tasks.
• Create opportunities with ease by using the new version of input forms that declutter
information with an enhanced visual layout.
• Use the AI-powered solution to get account-based suggestions for targeted selling and
precise workflows to leverage.
• Create a customer org chart so that sellers know the roles of contacts in the organization
and view the relationship map
Sales engagement
The sales engagement capabilities (formerly known as Sales accelerator) in Dynamics 365
Sales allow your sellers to engage with their customers in the smartest way possible, through
AI-driven insights about their customer relationship and conversations, and through tools
that help accelerate and standardize the selling process. These tools help sellers to maintain
a healthy relationship with their customers and have impactful conversations with them.

The following sales engagement capabilities are planned for this release wave:
• Engage a bot for the initial customer outreach so that only good quality lead reaches the
sellers at the right time, thus saving precious time for the sellers.
• While you’re on a call with a customer, get insights and tips based on past interactions
with the customer and communicate effectively based on the suggestions.
• With conversation intelligence support extended for third-party telephony providers, you
get seamless insights irrespective of the call provider you’re using.
• Prepopulate emails based on content that you use frequently while drafting emails, such
as self-introduction and product details, and thus reduce the time spent drafting emails.
• A whole host of enhancements around sequences, including sequence step visibility,
sequence performance, custom templates, step loops, multiple sequences assignment,
personalization, automated replies, and more.
• Improvements to sales accelerator through enhanced worklist items, up next widgets,
and better performance, personalization, and ease-of-use capabilities.
• Send and receive customer communication through SMS and get real-time notifications
for incoming SMS.
Revenue intelligence
The revenue intelligence capabilities in Dynamics 365 Sales allow your sales team to manage
revenue by setting up pricing and discounts for products, defining targets, forecasting sales,
visualizing deals, and managing their top line proactively and efficiently.
The following capability is planned for this release wave to enhance revenue intelligence in
Dynamics 365 Sales:
• A new and enhanced opportunity management experience that helps you visualize your
sales funnel and track your deals while being able to edit opportunities on-the-fly.
• Ability to create forecasts with yearly and weekly recurrence.
• Support for adjusting forecast values at the drill-down level.
• Ability to configure forecasts for each business unit in your organization
check out the release plan for Dynamics 365 Sales below:

release plan.


Get the most out of Sales
Licensing Improve your understanding of how to license Sales.
Product documentation Find documentation for Sales.
User community Engage with Sales experts and peers in the community.
Product trials Get started with Sales.

What's new and planned for Dynamics 365 Sales

Microsoft policy.
Stay ahead of the curve with revenue intelligence – define, forecast, and manage your top
line like a pro.

Manage opportunities more Users, automatically - Jan 2023 Apr 2023

effectively using the new
pipeline view
Configure forecasts for multiple Admins, makers, - - Apr 2023

business units marketers, or analysts,
automatically
Improve forecast accuracy with Admins, makers, - - Sep 2023

yearly and weekly forecasts marketers, or analysts,
automatically
Sales engagement
Engaging with customers is a crucial aspect of every seller’s life. It’s only imperative that the
sales solution helps them do that more efficiently and effortlessly.

Get insights for calls made Users by admins, Jul 2023 - -

through third-party softphones makers, or analysts
from Dynamics 365


Improve lead qualification with Users by admins, Sep 2023 - -

intent detection makers, or analysts
Guide sellers to favorable sales Users, automatically - Jan 2023 Apr 2023
outcomes with next best step
Work efficiently with enhanced Users, automatically - Jan 2023 Apr 2023
Sales accelerator worklist items
Prioritize engagement for any Users, automatically - Jan 2023 Apr 2023
sales entity by working in focus
mode
Engage with your Customers Users by admins, Apr 2023 - May 2023
using SMS conversation makers, or analysts
Empower sellers to adapt Users by admins, - - Jun 2023

sequences to personalize their makers, or analysts
sales approach
Efficient account-centric selling Admins, makers, - - Aug 2023

with multiple sequences for a marketers, or analysts,
record automatically
Streamline sequence creation Admins, makers, - - Aug 2023

with looping of repeated steps marketers, or analysts,
automatically
Streamline sequence creation Admins, makers, - - Sep 2023

process with your own marketers, or analysts,
templates automatically
Leverage manager dashboards Users by admins, Apr 2023 - Sep 2023

to coach sellers makers, or analysts
Get tips and suggestions while Users by admins, Jul 2023 - Sep 2023
on a call with customer makers, or analysts
Capture crucial details of a sales Users by admins, Aug 2023 - Sep 2023
call makers, or analysts


Redact sensitive personal data Users by admins, Feb 2023 - Sep 2023
from customer calls makers, or analysts

Sales execution includes tools and processes that help sellers engage with a prospective
customer from the early stage of awareness to closing a sale.

Prevent duplicate record Users by admins, Apr 2023 - -

creation to improve data makers, or analysts
integrity
Provide intelligent suggestions Users by admins, May 2023 - -

to improve seller effectiveness makers, or analysts
Visualize key stakeholders and Users by admins, Jun 2023 - -

take action with the smart makers, or analysts
organization chart
Automate the creation of Users by admins, Jul 2023 - -

follow-up tasks makers, or analysts
Identify cross-sell and upsell Users by admins, Aug 2023 - -

opportunities with timely makers, or analysts
product recommendations
Get improved user experience Users, automatically - Jan 2023 Apr 2023
with new and enhanced
opportunity form
Manage duplicates when Users by admins, - - Sep 2023

importing leads in bulk makers, or analysts


automatically.
page.
Overview
The revenue intelligence capabilities in Dynamics 365 Sales allow your sales team to manage
revenue by setting up pricing and discounts for products, defining targets, forecasting sales,
visualizing deals, and managing their top line proactively and efficiently.
The following capability is planned for this release wave to enhance revenue intelligence in
Dynamics 365 Sales:
• A new and enhanced opportunity management experience that helps you visualize your
sales funnel and track your deals while being able to edit opportunities on-the-fly.
• Ability to create forecasts with yearly and weekly recurrence.
• Support for adjusting forecast values at the drill-down level.
• Ability to configure forecasts for each business unit in your organization.
Manage opportunities more effectively using the new pipeline view
Users, automatically - Jan 2023 Apr 2023
Business value
The new opportunity view in Dynamics 365 Sales enables you to get a bird's-eye view of your
pipeline and manage your opportunities more easily and intuitively than ever before. The
new opportunity experience has been designed with sellers in mind, saving time for selling
by removing many redundant steps and improving sales efficiency. It eliminates many
processes that sellers would normally need to do and streamlines everything into a single
workspace. Sellers can uncover the deals that need their attention and act right away.
Additionally, they can tailor their experience and personalize the view.

Feature details
As a seller, you can:
• Organize opportunities in a way that works for you.
• Personalize your views.
• Update information quickly using an editable grid and side-panel.
• Add notes and tasks, and much more.
• See aggregations for pipeline value, number of deals in the pipeline, and other metrics.
As an administrator, you can:
• Customize the record side panel forms with custom attributes.
• Add support for business rules.
• Configure the charts.
Deal manager
Configure forecasts for multiple business units


automatically
Business value
Companies with multiple business units (BU) define different forecasts for each BUs to track,
monitor, and provide targeted help. Organizations need a way to easily track forecasts at BU-
level to understand how each business unit is performing and develop data-driven
strategies.

Feature details
As an administrator or forecast manager, you’ll be able to:
• Configure forecasts based on a business unit, which allows your sales team to monitor
and track the progress of each business unit separately.
• Restrict the forecast only to the sales team in that business unit.
As a seller, you’ll be able to:
• See the forecast for your business unit and make informed decisions to meet or exceed
your quotas.
• Get a macro and micro view by monitoring your BU forecast and then drill down to your
forecast to see how you’re contributing to the BU forecast.
Improve forecast accuracy with yearly and weekly forecasts

Admins, makers, marketers, or analysts, - - Sep 2023

automatically
Business value
Organizations track their sales objectives at varying intervals and want the ability to forecast
accordingly. Sellers can now supplement their quarterly and monthly forecasts with a yearly
forecast that surfaces the progress and projections for the entire year. In addition, weekly
recurrences can be configured for sales organizations with short sales cycles to measure
weekly sales goal progress.
Feature details
As an administrator or forecast manager, you can:
• Configure forecasts with a yearly recurrence.
• Configure forecasts with a weekly recurrence.
As a seller or sales manager, you can:
• Track your yearly and weekly forecasts

Yearly and weekly forecasts
Sales engagement
Overview
The sales engagement capabilities (formerly known as Sales accelerator) in Dynamics 365
Sales allow your sellers to engage with their customers in the smartest way possible, through
AI-driven insights about their customer relationship and conversations, and through tools
that help accelerate and standardize the selling process. These tools help sellers to maintain
a healthy relationship with their customers and have an impactful conversation with them.
The following sales engagement capabilities are planned for this release wave:
• Engage a bot for the initial customer outreach so that only good quality lead reaches the
sellers at the right time, thus saving precious time for the sellers.
• While you’re on a call with a customer, get insights and tips based on past interactions
with the customer and communicate effectively based on the suggestions.
• With conversation intelligence support extended for third-party telephony providers, you
get seamless insights irrespective of the call provider you’re using.
• Prepopulate emails based on the content you frequently use while drafting emails, such
as self-introduction and product details, thus reducing the time spent preparing emails.
• A whole host of enhancements around sequences, including sequence step visibility,
sequence performance, custom templates, step loops, multiple sequences assignment,
personalization, automated replies, and more.
• Improvements to sales accelerator through enhanced worklist items, up next widgets,
and better performance, personalization, and ease-of-use capabilities.

• Send and receive customer communication through SMS and get real-time notifications
for incoming SMS.
Get insights for calls made through third-party softphones from Dynamics 365
Users by admins, makers, or analysts Jul 2023 - -
Business value
There are various call technologies that sales organizations use to interact with customers.
Many enterprises have on-premises systems in place, while small businesses use cloud-based
video-telephony providers. The engagement also varies, such as inside sellers conducting 1:1
calls while account managers participate in multi-participant conversations. These
conversations are captured in various formats and quality, aligning with cultural or regulatory
reasons. The only thing unifying these interactions is the need to extract business-critical
insights.
Sales conversation intelligence currently supports calls using Microsoft Teams. By extending
it to calls made through third-party telephony providers from Dynamics 365, sellers get a
seamless experience irrespective of the call provider they are using.
Feature details
As an administrator, you can:
• Configure conversation intelligence for the third-party telephony providers or softphones
used by your sellers.
As a seller or sales manager, you can:
• Get real-time conversation intelligence, business insights, post-call reporting, and
coaching tools for phone calls made through Dynamics 365 using third-party telephony
providers or softphones.
Improve lead qualification with intent detection
Users by admins, makers, or analysts Sep 2023 - -
Business value
Sales teams receive millions of potential leads each year. Each lead requires a seller's time to
analyze, engage and determine the potential customer's needs. Sellers' capacity and
efficiency must be maximized while working on these leads. This new AI-based feature would
detect customer intent from emails and ensure that good quality leads are acted upon by

the sellers at the right time, thus saving precious time for the sellers. It helps sellers
proactively engage with their customers.
This feature helps fast-track the lead qualification process, increasing sales effectiveness and
creating operational efficiencies in the lead management process.
Feature details
As a seller, you'll be able to:
• Engage with the lead for the possible next steps based on the intent detected by the AI
model, thus expediting the lead qualification process.
• Be proactive in your customer engagement and improve the sales process.
Guide sellers to favorable sales outcomes with next best step
Business value
Multiple sales activities may be due for an account or deal for a seller to work upon. Guiding
the sellers to work on these activities improves their customer interactions leading to an
enhanced sales relationship. It also makes them more efficient in completing the most
important task.
The enhanced up next widget can intuitively guide the sellers to focus on the critical task for
an account or deal. It would also have intelligent suggestions and guided sales activities for
the seller to focus upon.
Feature details
The up next widget displays the upcoming actions assigned to that record. In the current
release, you can see any scheduled activities to be completed, whether manually created or
via a sequence. This is a great way to see the open actions for a particular record, such as an
account. The widget is then visible to the seller within the Sales Accelerator or added to the
form for the specific record type.
This new feature will enhance this working area to include intelligent AI-based suggestions
within the same widget to help guide the seller on follow-up actions. Sellers will see the
suggestion surface and can decide to take action or dismiss it. Typical suggestions can be as
follows:
• Help in composing emails.
• Automatic follow-up tasks.
• Suggestion on product recommendations.

The new up next widget
Work efficiently with enhanced Sales accelerator worklist items
Business value
Sellers become frustrated when they must navigate between multiple screens to accomplish
their tasks. This makes them inefficient, and they often lose the context of what they were
working on. They would prefer to concentrate on selling activities for their account and deals
in a simple and aggregated workspace.
The new Sales accelerator worklist contains the activities that the seller needs to focus on
and AI-based recommendations that could favorably impact the sales outcomes. A new
prioritized view of the worklist items aggregated at an entity record provides a holistic view
of the tasks that sellers should focus on, thus improving their customer engagement.
Feature details
The new worklist items would have the following capabilities:
• Ability of the sellers to view AI-based account suggestions and activities in a
consolidated view.
• New enhanced look and feel of the worklist for an enhanced UI experience.

Prioritize engagement for any sales entity by working in focus mode
Business value
The sales accelerator experience is a great way to get a prioritized list of customers and an
optimized workspace. It is a modern view that enables seamless navigation across records
with activities associated without multiple context switches.
With this update, sellers can switch any sales view to focused mode to effectively work across
their records regardless of whether they have a scheduled activity. This view is ideal for
sellers who move across records quickly and need to conduct actions like prospecting calls,
record updates, and action management.
Feature details
The functionality allows sellers to choose and work in the layout that works best for their use
cases. The key capabilities include:
• Switch between the current grid and the focused view with one click.
• Get a consolidated set of filtering and sorting capabilities, including grid and focused
view filters, to create a focused workspace.
• Define the structure and the fields you want to see as part of the work list cards in the
focused view.
Focus view in lead grid

Engage with your Customers using SMS conversation
Users by admins, makers, or analysts Apr 2023 - May 2023
Business value
Effective customer engagement is an important means of building and maintaining customer
relations to close deals in the current business-to-business industry. It is crucial to meet your
customers where they prefer. As the world is changing towards a digital way of living, more
and more customers prefer to be contacted via SMS. Even sellers find SMS a convenient and
effective channel to send reminders, provide quick updates, or respond to customer queries.
This feature will enable your sellers to engage with key customers and decision-makers via
SMS during the ongoing sales process and build and maintain a lasting relationship.
Feature details
The key capabilities that your sellers will be able to use as part of this feature include:
• Admins will be able to assign specific numbers to any user/team for SMS.
• Receive customer responses for SMS sent and revert to build an ongoing conversation.
• Send and receive SMS from all relevant Dynamics 365 Sales entity forms.
• Get real-time notifications for incoming SMS.
SMS conversation

Empower sellers to adapt sequences to personalize their sales approach
Users by admins, makers, or analysts - - Jun 2023
Business value
Selling is a complex process, and customer interactions don't always follow a fixed path. A
prospective customer may request a meeting or discount details that you were planning to
discuss later, or you may receive unexpected information that alters your sales process flow.
With sequences, sellers currently follow a defined path template, but with this change, sellers
can adapt a sequence and execute steps aligned more to the signals of the customer and
their preferred working style. Sellers can personalize a sequence with their activities and
adjust the order. This helps the seasoned sellers be independent of managers and have the
flexibility to adapt to different customer conversations to help close deals faster.
Feature details
With this enhancement, sellers are empowered with the ability to do the following:
• Change the order of sequence steps and first complete future activities.
• Personalize a sequence by adding your activities or removing certain activities.
• Assign future sequence activities to a team member.
• Easily find which team members completed different steps and who would work on
future steps.
Efficient account-centric selling with multiple sequences for a record

Admins, makers, marketers, or analysts, - - Aug 2023

automatically
Business value
Multiple sellers work together on the same account or opportunity, and those sellers follow a
different yet coordinated set of actions to win a deal. Sellers need to know which other team
members are working on that account or opportunity, the activities they are doing, and the
sequences attached to that record. Sellers need to be aware of the changes happening to
their accounts.
With this change, you can now assign different sequences to different sellers for a particular
record at the same time. You can guide multiple sellers to work together and win a deal. For
example, assign one sequence to an account executive and another sequence to a solution

architect while they both work on a target account simultaneously. Sales team members can
attach a sequence to a record even if they are not the owner of that record, and can easily
view details of any sequence.
Feature details
With this enhancement, the sales manager or the operation team can:
• Use segments to define rules that can automatically connect multiple sequences to a
record.
• Assign multiple sellers to work on different sequences for a particular record at the same
time.
This will enable sellers to:
• View team members that are also using sequence on a record.
• Attach a sequence to a record.
• View details of a sequence and find a list of completed and upcoming activities.
Streamline sequence creation with looping of repeated steps

Admins, makers, marketers, or analysts, - - Aug 2023

automatically
Business value
Digital selling is not a linear process. Many sales cycles require multiple follow-ups with
prospects to get a response and to move the conversation forward. With this release,
sequences can easily repeat steps and create child branches.
You can take advantage of repeated evaluations of sequence steps until the exit criteria are
met. For example, follow up with a prospect on a proposal every three days until the closure.
You can create a child branch, perform additional tasks in the child branch, and merge it
back into the main branch.
Feature details
With improved sequence creation:
• Easily create a loop of repeated steps and specify criteria to exit the loop.
• Loop through repeated steps until exit criteria are met or for a specific number of times.
• Spawn a sub-branch from a step to guide additional tasks, and then merge it back to the
main branch.

Streamline sequence creation process with your own templates

Admins, makers, marketers, or analysts, - - Sep 2023

automatically
Business value
Sequences help you guide your sellers and improve their productivity. Sales managers
regularly create sequences for different business scenarios. Today, managers design a
sequence from scratch or can use an out-of-the-box system-provided template.
Sequence templates help you easily create new sequences and save you time. You can create
templates and reuse those in different business scenarios. You can guide the team members
to use your templates and modify them as per requirement. It is a great way to democratize
sequences and streamline the sequence creation process.
Feature details
With this enhancement, you can:
• Create your own sequence template or convert a sequence into a template.
• As you create a new sequence, use your own template or out-of-the-box system-
provided template.
• Share your sequence templates with team members.
Leverage manager dashboards to coach sellers
Users by admins, makers, or analysts Apr 2023 - Sep 2023
Business value
By analyzing aggregated customer interactions and seller behaviors, sales leaders can
determine the effectiveness of their sales strategies, respond to market changes, and coach
their sales staff more efficiently.
Feature details
Managers can stay in touch with their field and sellers using the new manager insights
dashboard for conversation intelligence.

In addition to the existing SCI dashboard functionality, as a sales manager, you’ll be able to
view:
• Customer sentiment correlation with keyword and competitor mentions.
• Conversation style correlation to deal outcomes.
• Conversational KPI's over time.
• Holistic view of sellers' performances, as well as insight into conversation patterns that
close deals.
• Messaging performance in the field and customer perceptions of the competitive
landscape.
• Sales-oriented filters such as, call time and length, seller, connected record, connected
record status, campaign, and more.
Manager's insights dashboard
Get tips and suggestions while on a call with customer
Users by admins, makers, or analysts Jul 2023 - Sep 2023
Business value
To make remote selling more powerful than face-to-face selling, it’s important to surface
real-time suggestions and tips while sellers are on a phone call with a customer. With this
feature, sellers get real-time, AI-driven insights that enable them to easily access information
on what to say when a sales call gets tough.

Feature details
With this feature, conversation intelligence automatically surfaces real-time suggestions and
tips while sellers are on a phone call with a customer.
As an administrator, you’ll be able to:
• Enable the feature so your sellers can get real-time suggestions and tips.
As a seller, you’ll be able to:
• Get suggestions on product and service details, competitive battle cards, brand info,
pricing, and more, while you are on a call with a customer.
Battle card during a live call
Capture crucial details of a sales call
Users by admins, makers, or analysts Aug 2023 - Sep 2023
Business value
Make sure you never miss the most crucial sales call details, such as budget, authority, need,
and timeline (BANT). In this release, conversation intelligence identifies discovery and sales-
oriented mentions, surfacing these details in the call summary to ensure important signals
are noticed to help progress their sale.
Feature details
As a seller or manager, you’ll be able to see information related to budget, authority, need,
and timeline (BANT) in the following places:
• BANT classification for detected questions.

• BANT-oriented call notes.

• BANT grouping of mentions, including a new category for a person's role, such as
manager, VP, accountant, etc.
• BANT topics for playback segmentation.
Redact sensitive personal data from customer calls
Users by admins, makers, or analysts Feb 2023 - Sep 2023
Business value
When sellers engage with customers over a call, customers may share their data, such as
credit card information, purely based on trust. It’s vital to protect such sensitive data to help
organizations build trust with their customers and comply with strict privacy regulations.
Feature details
As part of the personal data redaction process, our AI technology identifies and masks
sensitive information, such as credit card numbers and identifiers, in customer calls.
• Enable the feature so that sensitive information will be redacted in all future calls
As a seller, you’ll see:
• Sensitive information related to credit cards is redacted from call summaries, transcripts,
notes, and action items.
Overview
The sales execution and sales force automation capabilities in Dynamics 365 Sales allow
sellers to be more productive and efficient in their core area of work – selling. These
capabilities help sellers initiate a campaign, generate leads, assign leads to sellers, convert
those leads to opportunities, manage accounts and contacts, and manage all activities
around leads and opportunities until the deal is closed.
The following capabilities are planned for this release wave to enhance sales execution and
sales force automation:
• Prevent duplicate leads from entering the system either through manual creation or bulk
import.

• Get follow-up tasks created automatically based on information from various Office
applications like emails, Teams messages, and Teams call transcripts, and get friendly
reminders to help you complete those tasks.
• Create opportunities with ease by using the new version of input forms that declutter
information with an enhanced visual layout.
• Use the AI-powered solution to get account-based suggestions for targeted selling and
precise workflows to leverage.
• Create a customer org chart so that sellers know the roles of contacts in the organization
and view the relationship map
Prevent duplicate record creation to improve data integrity
Users by admins, makers, or analysts Apr 2023 - -
Business value
Sales teams often need help keeping track of the duplicates identified by the system and the
ones that need to be acted upon. Also, there is an increasing need to prevent the creation of
duplicate records to improve data quality and integrity. With this new feature, selected users
such as sales operations will have visibility into the health of the sales data, and sellers will
receive warnings when a duplicate record is created.
Feature details
• Configure the fields that determine whether a record is a duplicate or not.
As a seller or manager, you’ll see:
• Warnings while trying to create a record if the values indicate that there are one or more
duplicate records.
• Number of duplicate records detected as compared to the number of duplicate records
merged or deleted.
Provide intelligent suggestions to improve seller effectiveness
Users by admins, makers, or analysts May 2023 - -

Business value
Enable sellers with relevant insights and workflows that help them spend more time
intelligently and effectively engaging with accounts and less time hunting for information.
With the help of the suggestions, the sellers can focus on the right tasks for the accounts
and thus boost their productivity.
Feature details
An easy-to-use, AI-powered suggestions solution to deliver the following information:
• A curated list of account-based suggestions for targeting the prioritized list of accounts.
• Sellers can follow the precise workflows to leverage the suggestions for improving sales
effectiveness.
• Sellers can seamlessly collaborate with the team to collectively work on suggestions.
Intelligent suggestions
Visualize key stakeholders and take action with the smart organization chart
Users by admins, makers, or analysts Jun 2023 - -
Business value
Formulate the right engagement plan to reach out to the right stakeholders. Account team
members often need help identifying the right stakeholders within a customer organization
for their deals. Sellers typically engage only with a fraction of the buying committee, which

could lead to missed upsell/ cross-sell opportunities. There is a need to capture the buyers'
roles easily but also get a snapshot of the contact's activity levels with your organization to
see if this is a stakeholder who needs more attention. With the new org management
feature, you can build and visualize your customer organization for maintaining a healthy
business relationship.
Feature details
This new feature would have the following capabilities:
• Sellers/account managers can quickly create their customer org chart to understand the
various stakeholders for an account.
• Maintain a relationship map to identify, engage and grow your network of customer
contacts.
• Activity view of the contacts/stakeholders will enable you to understand your customer
better.
Smart Org Chart - Lab Prototype
Automate the creation of follow-up tasks
Users by admins, makers, or analysts Jul 2023 - -
Business value
Sellers are informed of their follow-up tasks via multiple channels like calls, messages, and
emails. Manually creating follow-up tasks can be cumbersome and prone to misses
and creating the follow-ups should not become another task. With this new AI-based feature,
you can automate the creation of follow-up tasks, giving you back valuable time to focus on
higher-priority items and avoid important tasks from falling through the cracks. The

system automatically captures your follow-up tasks from various Office applications like
emails, Teams messages, and Teams call transcripts, then nudges you with friendly
reminders, thus enabling you to take them toward completion.
Feature details
As a seller, you'll see that:
• Follow-up tasks are automatically created based on emails, Teams messages, and calls.
• Follow-up tasks are available for quick reference from within the Up Next widget.
Identify cross-sell and upsell opportunities with timely product

recommendations
Users by admins, makers, or analysts Aug 2023 - -
Business value
It takes more time, money, and effort to sell to a new customer than to sell to an existing
one. Hence, sellers should equally focus on cross-selling to current customers as much as
selling to new customers. The likelihood of the cross-selling and upselling strategy being
successful is directly tied to the relevance of the product recommendations. AI-based
product recommendations can leverage historical data to suggest the right product to sellers
while they're working on an opportunity.
Account executives and sellers deal with multiple customers for selling different products.
Proposing the right products to the right customer at the right time is critical for the success
of a deal. Sellers need an extra bit of help to upsell and cross-sell products to increase their
deal size and suggest the right product to customers. They want to leverage the
transactional data that is available within the application to propose the right products to
their customers.
Feature details
An artificial intelligence feature that considers historically successful deals and proposes
products with upsell and cross-sell opportunities for creating new opportunities and
increasing their deal size.
• As an administrator, you’ll be able to enable and set up product recommendations.
• As a seller, you’ll be able to view product recommendations while adding products to an
opportunity.

Product recommendations
Get improved user experience with new and enhanced opportunity form
Business value
Sellers spend a lot of time in Dynamics 365 Sales to view and update information for
different entities such as lead, opportunity, contact, and account. Sellers must maintain
strong relationships with their clients; to do so, they need the correct information at the right
time and place. A user-friendly environment improves seller productivity and makes it fun to
work with the system. This update provides a new and improved version of input forms by
decluttering information and an enhanced visual layout.
Feature details
This update provides the following:
• Changed the proportion of the out-of-box opportunity form columns to provide a wider
central column for clear, actionable insights.
• Rearranged the command bar to provide the most frequently used buttons up-front.
• The account to which an opportunity is linked is mapped in the header.
• Added chevrons at the end of each BPF stage to highlight the button.
• Added widget headers "Key details" and "More info" for clarity of information.

• To provide consistency throughout the opportunity form, change all of the header and
field values to sentence case.
Improved opportunity form
Manage duplicates when importing leads in bulk
Users by admins, makers, or analysts - - Sep 2023
Business value
Bad data directly impacts brand reputation and revenue and also how sellers trust the data
for adoption. With most of the leads entering the sales system via bulk imports, it becomes
essential for sales operations to catch duplicates upstream. With this enhancement, the
system detects duplicates within the bulk imported leads. This way, the quality of leads
imported would improve significantly, and duplicates would be prevented from entering the
system. This would translate into improved productivity and a reduced churn rate.
Feature details
New leads are often imported into Dynamics 365 Sales in bulk. With this enhancement, the
system will detect duplicates while the potential customers are imported and present them
to the user to acknowledge and take action before creating a record. This way, the quality of
leads imported would improve significantly and prevents duplicates from entering the
system.
As a seller, you’ll be able to do the following:
• View duplicates when you import leads in bulk into the system.
• Select multiple leads at once and run duplicate detection.

Plan and prepare for Viva Sales in 2023 release wave 1

overview and what's new and planned for Viva Sales.
Overview
Viva Sales is the first Viva application designed to improve the employee experience for a
specific role: sellers. Viva Sales brings together a seller’s customer relationship management
(CRM) system, Microsoft 365, and Microsoft Teams to provide a streamlined and AI-powered
selling experience.
With Viva Sales, sellers can see customer information and relevant insights where and when
they need it, enabling them to save time and return to what they love—connecting with
customers and closing deals.
Designed for seller productivity in Microsoft Office and Microsoft Teams, Viva Sales delivers:
• Real-time business context from a seller's CRM system of record (supporting Salesforce
and Dynamics 365 Sales).
• Purpose-built actions and experiences in a seller's flow of work to help move deals
forward.
• AI-powered insights that help sellers build strong customer relationships faster with
suggestions, recommendations, and tips to close.
Viva Sales does all this while keeping the CRM up to date, eliminating the need for sellers to
switch applications and context.
For 2023 release wave 1, we continue to optimize the seller experience in Microsoft Teams
and Outlook—using data and AI to help sellers remain in their flow of work. Viva Sales brings
the system of record and productivity tools together to meet sellers where they are and
surface in-context collaboration experiences that improve engagements and help sellers
reclaim time to focus on customer connections.
Do you have a new feature idea or some feedback? We encourage you to connect with us at
Microsoft Viva Sales - Community
Back to Contents Viva Sales 87

Get the most out of Viva Sales
Licensing Improve your understanding of how to license Viva Sales.
Product documentation Find documentation for Viva Sales.
User community Engage with Viva Sales experts and peers in the community.
Product trials Get started with Viva Sales.
Back to Contents Viva Sales 88

Service
Plan and prepare for Dynamics 365 Customer Service in
2023 release wave 1
overview and what's new and planned for Dynamics 365 Customer Service.
Overview
Dynamics 365 Customer Service is a part of the Digital Contact Center Platform that provides
best-in-class customer service through live customer engagements, agent collaboration,
advanced telephony, and AI-based analytics. Advanced routing, case management,
knowledge management, assistive AI, and embedded Microsoft Teams capabilities maximize
agent productivity, while simplified administration and integrated analytics optimize contact
center operations. Organizations can provide an omnichannel experience with chat, voice,
social, and business messaging channels.
In 2023 release wave 1, our focus is on delivering the following capabilities:
• Enhanced case creation
• Channel-based swarming with Microsoft Teams
• Availability of the voice channel in more regions
• Robust real-time analytics
• Customizable data models for analytics reports
Investment areas
Back to Contents Dynamics 365 Customer Service 89

Agent experiences
Agent experience is at the heart of Dynamics 365 Customer Service. Enhanced employee
confidence is the key to improving customer service satisfaction. Dynamics 365 Customer
Service provides intuitive collaboration capabilities in a customizable workspace and elevates
your team’s effectiveness with the productivity tools required to deliver seamless,
personalized customer experiences across any channel.
In 2023 release wave 1, the following features are aimed at further empowering agents to
deliver quality services:
• Create and manage cases efficiently with enhanced case form.
• Case management enhancements.
• Enhancements to the email template selection experience.
• Enhancements to the email template creation experience.
• Enhanced Customer Service workspace layout.
• Enhanced conversation auto-summarization experience.
• Accelerate time to resolution with AI-suggested replies.
• Mark knowledge articles as favorite.
• Forecast case volumes daily and at 15-minute intervals.
• Forecast agent demand to handle customer conversations daily and at 15-minute
intervals.
Supervisor experiences
The supervisor experience is targeted at customer service managers and analysts. The key
operational metrics allow supervisors to continuously monitor and do course corrections like
intervene if customer sentiment becomes negative, improve agent staffing to optimize
productivity, and help keep service levels high.
The enhancements in 2023 release wave 1 will empower supervisors to get historical and
near real-time insights on the performance of the contact center. If you find that your
supervisors need additional metrics to improve your contact center efficiency, you can now
customize the data models to add new metrics and report on custom entities.
Omnichannel
Omnichannel capabilities in Dynamics 365 Customer Service enable organizations to
instantly connect and engage with their customers via channels like live chat, SMS, voice, and
social channels. By providing a seamless agent experience and valuable conversation insights
across channels, omnichannel capabilities enable organizations to deliver a true, all-in-one
contact center.

In 2023 release wave 1, the following features will help deliver a more secure, robust, and
efficient service experience:
• Integrate Nuance Gatekeeper to reduce fraud and improve trust.
• Integrate Nuance interactive voice response (IVR) system to provide continuous self-
service to your customers.
• Enable your customers to request a callback from agents and help them avoid waiting in
queues to speak to agents.
• Enable Customer Service workspace to be available by default for security roles in
Omnichannel for Customer Service.
Administrator experiences
The modern administration experience provides a consistent setup experience that unifies
the management of Dynamics 365 Customer Service, unified routing, and omnichannel
activities. The Customer Service admin center app consolidates all administrator experiences
that are relevant to customer support into a single app. It provides an intuitive and guided,
wizard-like experience to enable rapid first-time and incremental setup.
In 2023 release wave 1, the following features will help improve operational efficiency of the
contact centers:
• Allow customization of data models for historical analytics reports.
• Integrate and use external knowledge sources in knowledge management search.
check out the release plan for Dynamics 365 Customer Service below:

release plan.

Get the most out of Customer Service
Licensing Improve your understanding of how to license Customer Service.
Product documentation Find documentation for Customer Service.
User community Engage with Customer Service experts and peers in the community.
Product trials Get started with Customer Service.
What's new and planned for Dynamics 365 Customer Service

Microsoft policy.

An intuitive, modern administration experience is key to quickly setting up Dynamics 365
Customer Service and using its features.

Integrate and search external Users by admins, Feb 2023 - Apr 2023
knowledge sources makers, or analysts
Agent experiences
Enable agents to handle multiple interactions, interact with multiple apps without losing
context, and enhance workflows with productivity tools.

Accelerate time to resolution Users by admins, Apr 2023 - -

with AI-suggested replies makers, or analysts
Keep track of conversations Users by admins, Apr 2023 - -

with AI-generated summaries makers, or analysts
Create and manage cases Users by admins, - - Apr 2023

efficiently with enhanced case makers, or analysts
form
Find email templates faster Users by admins, - - Apr 2023

with enhanced selection makers, or analysts
Create email templates with Users, automatically - Jan 2023 Apr 2023
new template designer
Enhancements to simplify case Users, automatically - Jan 2023 Apr 2023

management


Multitask efficiently with Users, automatically - Jan 2023 Apr 2023

enhanced workspace layout
View past support interactions Users, automatically - Jan 2023 Apr 2023
using recent cases control
Mark knowledge articles as Users, automatically - Jan 2023 Apr 2023

favorite
Forecast agent demand to Users by admins, Apr 2023 - To be

handle customer conversations makers, or analysts announced
Forecast case volumes daily Users by admins, Apr 2023 - To be

and at 15-minute intervals makers, or analysts announced
Omnichannel
Omnichannel engagement enables instant engagement and connectivity between agents
and customers and gives supervisors real-time visibility into operational efficiency.

Make workspace app available Users, automatically - Jan 2023 Apr 2023
for omnichannel roles
Enable customers to keep Users by admins, Nov 2022 - Apr 2023

queue spot, get callbacks makers, or analysts
Integrate Nuance IVR with Users by admins, - - Jun 2023

Customer Service makers, or analysts
Integrate Nuance Gatekeeper Users by admins, May 2023 - To be

with Customer Service makers, or analysts announced

See the enhancements in the 2023 release wave 1 that enable supervisors to monitor and
improve contact center operations.

Customize visualization of Users by admins, Oct 31, - Apr 2023

omnichannel real-time makers, or analysts 2022
analytics dashboards
Monitor support operations in Users by admins, Oct 31, - Apr 2023

near real time makers, or analysts 2022
Personalize out-of-the-box Users by admins, Oct 31, - Apr 2023

real-time analytics reports makers, or analysts 2022
automatically.
page.
Overview
The modern administration experience provides a consistent setup experience that unifies
the management of Dynamics 365 Customer Service, unified routing, and omnichannel
activities. The Customer Service admin center app consolidates all administrator experiences
that are relevant to customer support into a single app. It provides an intuitive and guided,
wizard-like experience to enable rapid first-time and incremental setup.

In 2023 release wave 1, the following features will help improve operational efficiency of the
contact centers:
• Allow customization of data models for historical analytics reports.
• Integrate and use external knowledge sources in knowledge management search.
Integrate and search external knowledge sources from Dynamics 365
Users by admins, makers, or analysts Feb 2023 - Apr 2023
Business value
Organizations may have knowledge content spread across multiple sources. Examples
include line-of-business knowledge-based websites and third-party knowledge management
systems. Having the ability to identify the most relevant and contextual content across
knowledge sources will help agents find the most suitable solution for your customers easily.
Feature details
Integrated search providers allow you to configure external data sources such as enterprise
websites that are based on the sitemap protocol. Content is ingested from external sources
into Microsoft Dataverse and then search capability is provided across all sources.
Highlights of the feature for administrators include the following:
• Configure data from external data sources.
• Set up a data refresh schedule to specify the refresh frequency of the ingestion service
that will capture newly created or updated articles and also any data that might have
been missed during syncing and ingestion.
Highlights of the feature for agents include the following:
• View a consolidated list of relevant search results from Dataverse and external sources
for their search query.
• View the list of relevant search results provided in a single ranking across data sources.

Add an integrated search provider.
Agent experiences
Overview
Agent experience is at the heart of Dynamics 365 Customer Service. Enhanced employee
confidence is the key to improving customer service satisfaction. Dynamics 365 Customer
Service provides intuitive collaboration capabilities in a customizable workspace and elevates
your team’s effectiveness with the productivity tools required to deliver seamless,
personalized customer experiences across any channel.
In 2023 release wave 1, the following features are aimed at further empowering agents to
deliver quality services:
• Create and manage cases efficiently with enhanced case form.
• Try case management enhancements.
• Try enhancements to the email template selection experience.
• Enhancements to the email template creation experience.
• Enhanced Customer Service workspace layout.
• Enhanced conversation auto-summarization experience.
• Accelerate time to resolution with AI-suggested replies.
• Mark knowledge articles as favorite.
• Forecast case volumes daily and at 15-minute intervals.

• Forecast agent demand to handle customer conversations daily and at 15-minute

intervals.
Accelerate time to resolution with AI-suggested replies
Business value
Support advocates today face challenges in finding the right response to send to customers.
They often resort to solutions such as sticky notes or documents to maintain manually
templated responses or draft the replies manually. Suggested replies will address this
challenge by providing agents with multiline prompts and response suggestions in the chat
control based on the context of an ongoing conversation. The model learns from the
organization's chat history and adapts over time so that response suggestions are always
relevant and of high quality. This will drive significant improvements in key contact center
metrics including handle time, throughput, and agent satisfaction.
Feature details
Suggested replies in Customer Service will be powered by the state-of-the-art natural
language processing technology used in Nuance Agent Coach. The highlights of the feature
include:
• Intuitive, real-time suggested replies for agents directly in the digital messaging
experience.
• Automated named-entity recognition and population that provides personalized
responses for each user.
• Simplified data configuration experience to curate the reply set.
• Robust reply management experience for admins that provides visibility into the
discovered responses and the ability to edit or consolidate responses.
• On-demand model retraining to ensure the model is always up to date and accurate.
• Unique models for each organization trained on historical support conversation data.

Suggested replies chat experience
Keep track of conversations with AI-generated summaries
Business value
AI-generated conversation auto-summarization makes it easier to get and share
conversational context, whether you're catching up on a conversation, wrapping up a case,
or working with other agents to solve a customer's issue. Using these AI-generated
summaries, you can quickly share context about the customer's issue, and the resolutions
tried. With structured context, you can collaborate with other agents and subject matter
experts to resolve the customer's problem faster and more effectively.
Feature details
The conversation auto-summarization feature in Dynamics 365 Customer Service allows
agents, supervisors, and subject matter experts to get better summaries with improved user
experience with actions such as copying the summary, creating a case from the summary,
and the ability to provide feedback. Highlights include:
• Refinements to the generated summaries
• Enhancements to the summary user interface
• Improved feedback collection

Summary feedback collection experience
Create and manage cases efficiently with enhanced case form
Business value
Agents create and work on multiple cases and need to switch between multiple screens to
view customer details or refer to past cases and prior interactions. Currently, agents can't
upload and view multiple attachments or capture notes during case creation. This leads to
unnecessary and repetitive tasks. Agents need an intuitive case form that allows them to find
the relevant information and perform operations quickly.
The enhanced case form helps agents upload multiple attachments and take quick notes,
while simultaneously creating a case. This enables them to perform their daily case
management operations with less effort and increases productivity. Contextual customer
data with past cases and previous customer interaction data empowers agents to verify and
edit customer details without switching tabs. Agents can also provide updates on existing
cases without interrupting the case creation flow and avoid case duplication. The autofill
feature of case fields when the case is created from a conversation reduces the manual
efforts and saves time.

Feature details
This feature allows agents to:
• Find information quickly and manage cases efficiently by leveraging the streamlined case
form.
• Add key information to the case quickly without losing sight of customer details, past
cases, and previous interactions. This avoids case duplication.
• Provide updates on existing customer cases without interrupting the case creation flow
or switching tabs.
• Take notes during case creation.
• Upload multiple attachments directly to the case.
• Use the Description field along with RTE capabilities to capture rich case details.
• Access all the attachments related to a case in a consolidated view.
This image shows enhanced case form during case creation mode.
Find email templates faster with enhanced selection
Business value
Email templates enable customer service agents to create consistent, professional,
preformatted email messages that can be used to communicate with customers. At times
when the number of email templates is high, it becomes difficult to find the right template
quickly. With this feature, agents can find the templates faster by using preconfigured views
of templates that have persisting filters. The record selector dialog box will be integrated in

the selection pane to reduce the clicks required to select an email template, thereby
reducing the time to select an email template and improving agent productivity.
Feature details
With the enhanced email template selection experience, agents can:
• Use preconfigured views of templates to find the right template quickly.
• Switch between views of templates that have persisting filters.
• Save extra clicks and time with the integrated record selection in the template selection
dialog box.
Enhancements to email templates section
Create email templates with new template designer
Business value
Email templates are a fast and easy way to send repetitive and recurring emails to multiple
customers. They help save time and provide a way to create consistent, professional,
preformatted email messages that can be used when communicating with customers. You
can create, view, and edit the email templates.
Feature details
The new email template creation experience provides an advanced, digital content designer
for creating and styling templates. It includes advanced layouts that are responsive and

adapt to any screen size. Users can add elements like images, text, buttons or dividers easily
while creating email templates.
The image displays the enhanced email editor experience
Enhancements to simplify case management
Business value
Agents working on high-volume cases must manage cases efficiently for them to focus on
solving customer issues effectively. Color-coded case status and icons for priority help
agents find the required information quickly, visualize key information, and prioritize cases
accordingly.
When agents need to add a case to a queue, they need to know if a case has already been
added. The enhanced process of adding a case to a queue helps agents understand the
queue to which a case belongs to, saving them multiple clicks, and displays only relevant
queues to which a case can be added. The application only displays members of the selected
private preview when setting the Worked by field on the case, avoiding unnecessary errors
and confusion.
The improvements to the case resolution process will provide a simplified, intuitive, and
clutter-free case resolution experience with fewer clicks and steps.

Feature details
Some of the key improvements to the case management process include:
• Color-coded priority icon.
• Color-coded case statuses for easy discoverability.
• Improved process of adding a case to a queue. The enhanced processing allows agents
to view the queue to which a case belongs when attempting to add it to a queue. The
queue list is filtered to only the queues to which a case can be added.
• The Worked by field on the case displays a filtered list of members belonging to the
private queue to which a case is added. These improvements are available for any queue-
enabled entity.
• Improved case resolution process. Resolving a case points the agent to the activities that
are open, that can be used to navigate to the Activities tab, close them, and resolve the
case quickly.
• The improved case resolution dialog box offers a clutter-free experience to the users.
This image displays the minimal case resolution dialog with relevant fields.
Multitask efficiently with enhanced workspace layout
Business value
Customer Service workspace enables agents to multitask by switching seamlessly between
cases, conversations, and issues, without losing the context of the work that's in progress.
The modern design of the Customer Service workspace app has a new layout for the site
map, sessions, and tabs.

Feature details
Some of the key capabilities in the Customer Service workspace app are:
• Sessions and child tabs are displayed horizontally.
• Improved handling of overflow tabs and sessions.
• Tab bar is visible only if multiple tabs are present in a session.
• Improved site map that's accessed from the Menu with support for grouping and areas.
• Improved accessibility with 400 percent zoom mode.
• Increased predictability of session closure in multisession apps.
• In-app notifications aligned with the multisession navigation.
Enhanced layout for Customer Service workspace
View past support interactions using recent cases control
Business value
While interacting with customers, agents need to look up previously reported customer
issues. Easy access to the relevant information helps agents resolve the issue faster. The
enhanced recent cases control with color-coded priority icons and case status helps agents
visualize key information easily and provide a quick update to customers. Administrators can
configure the most relevant case data that must be displayed, helping agents understand
their customers' previous interactions and take the appropriate actions.

Feature details
The key capabilities of this feature include:
• Display color-coded priority icons on the conversation form of the Recent cases form for
easy discoverability.
• Display color-coded case status to help agents understand the current state without
navigating away from the conversation form. This enables them to provide quick updates
to the customer.
• Administrators can configure the most important case details that must be displayed on
the page, helping agents to take quick actions.
This image displays the configurable recent cases control, which shows color-coded priority and
case status.
Mark knowledge articles as favorite
Business value
As an agent, you might need to refer to specific articles repeatedly to cater to a customer
issue or read certain articles at a later time depending on your workload. You can mark such
articles as favorite and access these at your convenience. You can also add or remove articles
from the favorite list to keep your list relevant. This saves your time spent on searching
articles and increases your productivity.
Feature details
This feature offers the following capabilities:
• Add or remove articles from the favorite list.

• View favorite articles in the form-embedded knowledge search control, app-side-panel-

based knowledge search control, and independent knowledge search control.
Favorite knowledge articles
Forecast agent demand to handle customer conversations
Users by admins, makers, or analysts Apr 2023 - To be announced
Business value
Customer service managers need trusted agent forecasts to plan future headcounts and
schedule the right level of staffing to provide first-class customer service over voice and
digital channels. Overestimation of the number of agents results in higher labor costs while
underestimation leads to longer wait times and decreased customer satisfaction, damaging
your brand loyalty.
In October 2022, we previewed daily agent forecast for Conversations, enabling customer
service managers to make hiring decisions and staff adjustments for the coming budget year.
Daily agent forecasts vary based on conversation volume forecasts and business goals that
managers configure such as service-level agreements (SLAs), average handling time,
shrinkage, and concurrency.
In this release, we will provide more granular agent forecasts at 15-minute intervals that
customer service managers can use to create agent schedules for voice and digital channels.

Feature details
Agent forecasting for conversations (voice and digital channels) was released as a preview in
October 2022 with the following set of capabilities:
• Forecast conversation volumes daily.
• Automatically detect seasonality from historical traffic to help customer service managers
accurately forecast conversation volumes during special, seasonal events.
• Forecast agent demand to handle forecasted conversation volumes daily to account for
business goals such as service-level agreements (SLAs) and average handle time.
• Visualize volume and agent forecasts on a daily, weekly, and monthly basis, for up to six
months.
• Slice volume and agent forecasts by any combination of channels and queues.
As part of 2023 release wave 1, customer service managers can also forecast the number of
agents needed to handle forecasted conversation volumes at 15-minute intervals.

Forecast case volumes daily and at 15-minute intervals
Users by admins, makers, or analysts Apr 2023 - To be announced
Business value
Customer service managers must ensure that they have an adequate number of agents
available to resolve customer cases. Overcapacity results in higher costs, while undercapacity
results in longer customer wait times, which can reduce customer satisfaction. In October
2022, we released a preview of this feature to generate forecasts for cases daily. In addition
to daily case volume forecasting, in this release we provide a more granular forecasting at
15-minute intervals so that managers can perform agent planning and scheduling with
higher precision.
Feature details
Case volume forecasting was released as a preview in October 2022 with the following set of
capabilities:
• Forecast case volumes on a daily basis.
• Visualize forecasted volumes on a daily, weekly, and monthly basis, for up to six months.
• Slice forecasted volumes by channel and queue.
• Automatically detect seasonality from historical traffic to help customer service managers
accurately predict case volumes during special, seasonal events.
As part of the 2023 release wave 1, customer service managers can also forecast case
volumes at 15-minute intervals from historical data.
Image of volume forecasting screen

See also
Forecast agent, case, and conversation volumes (docs)
Omnichannel
Overview
Omnichannel capabilities in Dynamics 365 Customer Service enable organizations to
instantly connect and engage with their customers via channels like live chat, SMS, voice, and
social channels. By providing a seamless agent experience and valuable conversation insights
across channels, omnichannel capabilities enable organizations to deliver a true, all-in-one
contact center.
In 2023 release wave 1, the following features will help deliver a more secure, robust, and
efficient service experience.
• Integrate Nuance Gatekeeper to reduce fraud and improve trust.
• Integrate Nuance interactive voice response (IVR) system to provide continuous self-
service to your customers.
• Enable your customers to request a callback from agents and help them avoid waiting in
queues to speak to agents.
• Enable Customer Service workspace to be available by default for security roles in
Omnichannel for Customer Service.
Make workspace app available for omnichannel roles
Business value
Dynamics 365 Customer Service users with out-of-the-box omnichannel security roles will
now have access to continued innovations in the Customer Service workspace app by
default.
Feature details
This feature release will make the Customer Service workspace app visible by default for the
following roles:
• Omnichannel agent
• Omnichannel administrator
• Omnichannel supervisor

Administrators will still be able to remove access to the Customer Service workspace app for
any of the roles if required.
Enable customers to keep queue spot, get callbacks
Users by admins, makers, or analysts Nov 2022 - Apr 2023
Business value
Companies want to enable active callbacks by using automation for their customers so that
they don't have to remain on the call for an agent during busy periods. Direct callback
provides better customer experiences and helps administrators staff queues more efficiently.
Feature details
Queue position with direct callback enables customers to request a callback as soon as an
agent is available instead of remaining on the call. You can configure the direct callback
option at the queue level by using the overflow action "direct callback" for a specific queue
condition. After the call reaches the number one position in the queue, the direct callback
work item is assigned to the next available agent like any regular work item in a queue. After
the agent accepts the work item, a callback to the customer is automatically initiated and
connected to the agent.
For companies using the voice channel, this feature provides their customers with an option
to request a direct callback by retaining the caller’s queue position in the following scenarios:
• The call wait time exceeds the specified threshold.
• The call's queue position exceeds the specified threshold.
Integrate Nuance IVR with Customer Service
Users by admins, makers, or analysts - - Jun 2023
Business value
Integration of Nuance interactive voice response (IVR) enables organizations to provide
continuous self-service to their end customers. Self-service improves the call deflection rate
so human agents have more time to engage in meaningful and impactful conversations with
their end customers.
Feature details
This feature enables organizations to improve customer satisfaction and contact center
productivity by integrating Nuance IVR technologies with the voice channel in Dynamics 365

Customer Service. It includes Nuance IVR capabilities as is today and escalation to

omnichannel agents with call intent, and transcript by leveraging existing telephony services
to orchestrate the call between IVR and omnichannel using SIP operations.
Use cases
• Customer can perform self-service tasks with conversational IVR.
• Customer intent and context for calling are precisely identified via industry-specialized
natural language models.
• Customers can be transferred along with custom-defined context data to an agent who is
fully informed and ready to continue the conversation and resolve cases.
• Call intent and customer data can be used for proper call routing.
Benefits
As we move forward into an AI world with increased speed and information, experiences
have become more seamless and automated. This integration allows customers to achieve
the following benefits:
• Improve call center productivity by increasing the ratio of call deflections and self-service
calls.
• Reduce costs by optimizing the workforce.
• Reduce average time spent on calls escalated from IVR to agents due to the availability
of context.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
• United States
Integrate Nuance Gatekeeper with Customer Service
Users by admins, makers, or analysts May 2023 - To be announced
Business value
Reduce fraud and improve trust and customer experience to bring operational efficiency in
contact centers.
Feature details
Business losses associated with fraud are an increasing threat in different industries.
Fraudsters take advantage of high-volume e-commerce and self-service transactions by
impersonating real customers and social engineering contact center engagements. Contact
centers are looking for solutions that can reduce these losses, but vendor options are scarce

and not easy to integrate into existing systems. The integration of Nuance Gatekeeper
technologies with the voice channel in Customer Service enables organizations to improve
customer satisfaction and contact center productivity by providing biometric authentication
and fraud prevention.
Use cases
• Voice biometric authentication for contacts allowing secure transactions to be confirmed
without sharing of personal data.
• Fraud prevention capabilities alert agents about known fraudsters and spoofing
attempts, and allow agents to flag conversations for further investigation by a fraud
analyst.
• Supervisors can monitor conversations flagged as suspicious or fraudulent.
• Integrated reporting for fraud analysis.
Benefits
• Improve agent productivity and reduce costs by optimizing the time spent in each call.
• Reduce losses caused by fraud. Fraudsters have developed patterns to socially engineer
contact center agents toward completing transactions that are fraudulent.
• Fraud prevention is a new process in different industries and not part of the core
processes in a contact center.
Gatekeeper controls integrated in the Conversation Control for Agents

Overview
The supervisor experience is targeted at customer service managers and analysts. The key
operational metrics allow supervisors to continuously monitor and do course corrections like
intervene if customer sentiment becomes negative, improve agent staffing to optimize
productivity, and help keep service levels high.
The enhancements in 2023 release wave 1 will empower supervisors to get historical and
near real-time insights on the performance of the contact center. If you find that your
supervisors need additional metrics to improve your contact center efficiency, you can now
customize the data models to add new metrics and report on custom entities.
Customize visualization of omnichannel real-time analytics dashboards
Users by admins, makers, or analysts Oct 31, 2022 - Apr 2023
Business value
Out-of-the-box real-time analytics incorporate industry-standard metrics that are critical in
helping supervisors get started with real-time monitoring of their contact centers. However,
each supervisor has unique reporting needs based on the nature of their business. With this
feature, administrators can customize reports to meet their organizational requirements by
leveraging the out-of-the-box real-time Power BI-embedded data model.
Feature details
Key capabilities of this feature include the following:
• Rearrange the out-of-the-box report layout on omnichannel real-time analytics.
• Modify the graphical rendering of data. For example, you can have a graphic with the
trend of a metric over time rather than a tabular view of the metric.
• Create visuals using metrics in the data model that aren't exposed directly in the out-of-
the-box Power BI reports.

Visual customization
See also
Overview of Omnichannel real-time analytics dashboards - Edit visual display (docs)
Monitor support operations in near real time
Business value
Contact center managers need to be able to react to events such as increases in the volume
of incoming customer interactions, longer call lengths, and agent absences by optimizing
agent allocation in real time to provide top-notch support and boost customer satisfaction.
Having visibility into the overall support performance through near real-time reporting
empowers managers to monitor key operational metrics, make course corrections at the
right time, and keep service levels high.

Feature details
Key capabilities for supervisors and managers of contact centers include:
• Summary report: Helps understand the volume of customer interactions and service
levels, along with the available capacity in near real time.
• Agent report: Provides information about the agent capacity and status for the last 24
hours with the ability to drill down to see details, like capacity and adherence, at each
agent level.
• Voice report: Provides voice-specific metrics for the last 24 hours.
• Conversation list: Provides the list of currently ongoing conversations (in the last 24
hours).
• Visual customization: Helps customize the visual display of the out-of-the-box Power BI
reports and publish to your organization.
• Personalization: Lets report users save and manage multiple bookmarks with the ability
to set a default bookmark.
• Auto refresh/Pause refresh: Lets users pause and resume data refresh of reports.
Real-time analytics for Omnichannel

See also
Overview of Omnichannel real-time analytics dashboards (docs)
Personalize out-of-the-box real-time analytics reports
Business value
As a contact center supervisor, you might need to analyze the operational metrics across
dimensions like queues and agent reporting to understand and improve the team's
performance and the customer support experience. To address this need, you can use the
out-of-the-box real-time reports with your selected filters by saving them as bookmarks. This
helps personalize your reports and saves the time and effort required to reapply the filters
every time you open the dashboards.
Feature details
Key capabilities of the feature include the following:
• Save filters as bookmarks for out-of-the-box reports.
• Select from a previously saved filter list (bookmarks) to view metrics based on the filters.
• Set one of the bookmarks as default.
• Delete one or multiple bookmarks.

Personalization with bookmarks
See also
Overview of Omnichannel real-time analytics dashboards - Save report views using
bookmarks (docs)

Plan and prepare for Dynamics 365 Field Service in 2023

release wave 1
overview and what's new and planned for Dynamics 365 Field Service.
Overview
Dynamics 365 Field Service is an industry-leading field service management application that
allows companies to transform their service operations by connecting people, places, and
things to deliver customer-centric experiences. It includes work order management, resource
scheduling, and asset management capabilities as well as frontline worker tools. Field Service
allows organizations to move from paper-based reactive service to delivering proactive and
predictive world-class service, empowering digital transformation and allowing innovative
business models such as outcome-based service.
In 2023 release wave 1:
• Field Service aims to optimize field service operations for service managers.
• Dispatchers can more efficiently triage and assign work orders that are nearby and the
refreshed schedule board experience is available for all users.
• Frontline workers get further improvements for their mobile apps.
Investment areas
Optimize service operations

Field Service empowers users to smoothly navigate service processes with seamless
workflows and experiences. Simplified workflows mean service managers can manage work
orders even easier, and make sure frontline workers successfully meet customer
requirements on time.
Back to Contents Dynamics 365 Field Service 119

2023 release wave 1 features help increase service manager productivity, improvements in
maintaining assets and spaces, and new capabilities to support service delivery by vendors,
especially in the field of facilities management.
Empower frontline workers
Service technicians and frontline workers are the essence of any field service organization.
They’re at the vanguard of providing excellent customer service by fixing the customers'
issues. It's critical that frontline workers have the best digital tools that enable them to
engage with their peers, with the back office, and with customers while staying on top of
their field duties.
Empowering technicians and frontline workers to perform better service and achieve high
first-time fix rates is a core objective of Field Service.
The mobile application will receive several enhancements in 2023 release wave 1.
Resource scheduling
Resource management and scheduling optimization are at the heart of field service
management. Resource scheduling enables service organizations to triage the unscheduled
work orders and cases efficiently and schedule the nearest eligible technicians to deliver
service to their customers. The schedule board offers scheduling capabilities for dispatchers,
project managers, and resource managers in different views (hours, days, weeks, months,
maps, list, and more), and extensibility capabilities for partners to tailor functionality their
needs.
In this release wave, the user option to revert to the legacy experience of the schedule board
is removed.
check out the release plan for Dynamics 365 Field Service below:

release plan.

Get the most out of Field Service
Licensing Improve your understanding of how to license Field Service.
Product documentation Find documentation for Field Service.
User community Engage with Field Service experts and peers in the community.
Product trials Get started with Field Service.
What's new and planned for Dynamics 365 Field Service

Microsoft policy.


Dynamics 365 Field Service empowers frontline workers with new capabilities that boost
service productivity.
Feature Enabled for Public Early access* General

preview availability
Get information quickly with Field Users, - Feb 2023 Apr 2023
Service Mobile app enhancements automatically

Dynamics 365 Field Service features for proactive service delivery allow admins and service
managers to get tasks done quickly with new simplified workflows.

Find Field Service information with Users, - Jan 2023 Apr 2023
enhanced search automatically
Model location and asset hierarchies Users by Feb 2023 - Apr 2023
for large facilities admins, makers,
or analysts
Manage work order costs using the Users by - - Apr 2023

not-to-exceed function admins, makers,
or analysts
Organize your service operations Users by - - Apr 2023

using trades admins, makers,
or analysts

Resource scheduling
Dynamics 365 Field Service resource scheduling features include key enhancements on
manual, assisted, and automated scheduling.

Remove user option to switch to Users, - Jan 2023 Apr 2023

legacy schedule board automatically
automatically.
page.
Overview
Service technicians and frontline workers are the essence of any field service organization.
They’re at the vanguard of providing excellent customer service by fixing the customers'
issues. It's critical that frontline workers have the best digital tools that enable them to
engage with their peers, with the back office, and with customers while staying on top of
their field duties.
Empowering technicians and frontline workers to perform better service and achieve high
first-time fix rates is a core objective of Field Service.
The mobile application will receive several enhancements in 2023 release wave 1.

Get information quickly with Field Service Mobile app enhancements
Users, automatically - Feb 2023 Apr 2023
Business value
By improving the application performance and reliability, you can quickly get the information
you need to perform the work and update relevant data. Even when wireless networks aren't
available. This ensures that your customers get fixes on time, and that the back office gets
the latest information.
Feature details
Modern and trustworthy digital tools are critical to the successful digital transformation of
every organization in today's world. For field-based organizations, it is critical to provide
frontline workers with mobile devices and applications that can support their work in a
variety of scenarios and rugged conditions. The Field Service Mobile app is the workhorse for
frontline workers to manage their work orders and bookings, to stay in touch with their
customers and to get critical information regarding assets and facilities that they manage.
We aim to make your mobile users happy so you can use the satisfaction rate as a
differentiator to attract talent to frontline worker positions.
This set of features includes:
• Faster times to launch the app and load forms.
• Faster synchronization for offline data.
• Fewer errors in low network conditions.
• Increased stability to minimize crashes or app freezing.
Overview
Field Service empowers users to smoothly navigate service processes with seamless
workflows and experiences. Simplified workflows mean service managers can manage work
orders even easier, and make sure frontline workers successfully meet customer
requirements on time.
2023 release wave 1 features help increase service manager productivity, improvements in
maintaining assets and spaces, and new capabilities to support service delivery by vendors,
especially in the field of facilities management.

Find Field Service information with enhanced search
Business value
The enhanced global search in Field Service increases your productivity by surfacing the
most relevant information. You can now find work orders based on the customer name, or
find bookings based on a technician's name. Faster results mean fewer clicks and increased
productivity for your workforce.
Feature details
You can now build on the global search and get the most relevant information from Field
Service surfaced in one place. This feature increases productivity and aims to delight you
with a simple way to find information. Find work orders, bookings, and other related field
service entities by account, technician's name, or priority. Simply type a search term in the
global search bar and see the relevant records across Field Service tables, on a single page.
Once you find what you're looking for, you can take quick actions right from within your
search results.
Model location and asset hierarchies for large facilities
Users by admins, makers, or analysts Feb 2023 - Apr 2023
Business value
This feature enhances the location and asset hierarchy experience that allows dispatchers
and service managers to pinpoint the location of an asset within a physical space so a
technician can deliver faster and more efficient service.
Feature details
Both assets and locations can be complex and have hierarchical models. Building and
understanding the hierarchy of an asset or location, such as a large office building or campus
site, is critical to provide world-class service.

Screenshot of assets at a different location from their parent showing in both places.
Subassets at a different location from their parents show up under their location, and under
their parent asset with tooltips for added clarity. In addition, a new loading approach enables
you to manage location and asset hierarchies regardless of the complexity of a hierarchy.
Screenshot of assets at a different location.
Manage work order costs using the not-to-exceed function

Business value
Setting financial expectations with customers and vendors is critical for managing a
company’s bottom line and maintaining successful relationships. This not-to-exceed
capability helps service providers stay within the preapproved price from their customers and
ensure frontline workers, including vendors and subcontractors, stay within the preapproved
cost for work orders.
Feature details
You can now set up not-to-exceed values for cost and price on work orders. Not-to-exceed
values can automatically apply to the work order based on the customer, the incident type,
and the location of the work. Alternatively, you can enter the not-to-exceed amounts directly
on the work order.
Screenshot of a Work Order with not-to-exceed details.

Service managers and frontline workers see warning icons when the not-to-exceed value is
almost reached or exceeds the limit, notifying them to take action.
This feature is applicable to any customer who has a limit on what they can charge their
customer without requesting approval, as well as customers who establish a limit on the
work order cost, especially when vendors are contracted to perform the work.

Screenshot of a Not-to-exceed form with record details.

You can also track when a not-to-exceed value was exceeded.
Organize your service operations using trades
Business value
Save time and money by organizing your service operation using the new trade feature.
Feature details
You can now organize the types of services that you provide customers by creating
categories of work called "trades." Examples include plumbing, roofing, electrical work, and
air conditioning services. Your users will experience a simpler work-order creation process
because only incident types related to the selected trade will be displayed.

You can also associate trades to locations and accounts to filter what types of trades you're
allowed to provide, so you don't accidentally provide plumbing services if you're only
contracted to perform air conditioning work.
This feature saves you time and your organization money by ensuring that you're only
providing agreed-upon services.
Screenshot of a trade notification on a work order form.
Resource scheduling
Overview
Resource management and scheduling optimization are at the heart of field service
management. Resource scheduling enables service organizations to triage the unscheduled
work orders and cases efficiently and schedule the nearest eligible technicians to deliver
service to their customers. The schedule board offers scheduling capabilities for dispatchers,
project managers, and resource managers in different views (hours, days, weeks, months,
maps, list, and more), and extensibility capabilities for partners to tailor functionality to their
needs.
In this release wave, the user option to revert to the legacy experience of the schedule board
is removed.

Remove user option to switch to legacy schedule board
Business value
The new schedule board makes scheduling easier and faster for dispatchers, which helps
improve service delivery.
Feature details
In 2023 release wave 1, we are investing in reliability, performance, and new features for the
schedule board. The option for individual users to switch to the legacy schedule board
experience is removed. Administrators can still enable the legacy schedule board for their
organizations through October 1, 2023.

Finance and Operations

Plan and prepare for Dynamics 365 Finance in 2023 release
wave 1
overview and what's new and planned for Dynamics 365 Finance.
Overview
Video: Learn about this product's new capabilities
CFOs are embracing digital transformation journeys across their entire organizations, with
their systems and people. Their core financial systems require the ability to react to changes
in economic conditions and country-specific regulations, provide deep financial insights, and
financial automation. Having a system that provides the flexibility to handle complex
scenarios, react quickly, and allow people to focus on value-added activities versus manual
tasks is critical for business success.
Updates to Microsoft Dynamics 365 Finance 2023 release wave 1 include:
Core financials
• Further enhancements to subscription billing solution, enhancements for advanced cost
and revenue deferrals with project accounting and subledger.
• General availability of invoice capture. This automates the reading and recognition of
vendor invoices by providing OCR capabilities to complete the full end-to-end
automation of accounts payable.
• Continued enhancements around ledger settlement automation and introduction of
financial tags.
• Public preview of archiving and purging data to save space and increase performance on
large, enterprise datasets.
• Invoice number length extended to 50, and the ability to use payment schedule in
invoice journal in accounts payable has been added.
• Continuous improvements for advanced bank reconciliation, which includes the
capability to use booking dates to post new transactions in bank statements.
Globalization Studio
• Expanding country coverage to 51 out-of-the-box countries/regions by shipping
additional seven LATAM country localizations for Chile, Colombia, Costa Rica, Nicaragua,
Panama, Paraguay, and Uruguay.
Back to Contents Dynamics 365 Finance 131

• Enhancing automation of complex tax scenarios by simplifying tax rate provider

integrations via Universal Tax Rate API (preview), integrating with a global e-invoicing ISV
for last-mile connectivity to tax authority services for countries that require intermediate
certified operators, and enabling tax-specific exchange rates for tax currency conversion.
• Delivering regulatory updates to comply with upcoming e-invoicing legislations in
Japan and France, and other legislation changes.
Investment areas
Core financials
Organizations continue to strive to get more time to their users, more insights into the vast
amount of data they have and make quick and informed decisions to optimize their finance
and operations. Core financials is for features focused on bringing additional enhancements
to core financial capabilities, financial automation, and reporting.
In this release wave, investments in core financials are around the themes of analytical
reporting, finance automation, thriving in the subscription-based economy, and moving
toward a continuous, touchless period-end close.
Our customers run our solution globally and must meet multiple tax compliance and other
regulatory and local business practice requirements (localization). Globalization Studio
provides out-of-the-box tax compliance and other localization content for 51
countries/regions and in 57 languages. Our no-code/low-code globalization tools and
services automate complex tax scenarios and make localization easy for Microsoft, as well as
partners and customers, to create, extend, and maintain. Together, these capabilities enabled
our customers to operate their solutions in over 200 countries and regions.
In 2023 release wave 1, we continue enhancing Globalization Studio by expanding the out-
of-the-box country coverage by an additional seven LATAM countries, enhancing tax
compliance automation, content, and scalability, and delivering regulatory updates to
comply with upcoming e-invoicing and other legislations in multiple countries.
For more information on Globalization Studio, go to Globalization Studio documentation.

We continuously monitor legislation in all 51 out-of-the-box countries/regions and ship

multiple regulatory updates per government deadlines. To follow on planned and released
regulatory updates, go to Search for country-specific regulatory updates.
check out the release plan for Dynamics 365 Finance below:

release plan.
Get the most out of Finance

Licensing Improve your understanding of how to license Finance.
Product documentation Find documentation for Finance.
User community Engage with Finance experts and peers in the community.
Product trials Get started with Finance.
What's new and planned for Dynamics 365 Finance

Microsoft policy.
Core financials
Explore the 2023 release wave 1 features focused on bringing additional enhancements to
core financial capabilities, financial automation, and reporting.
Feature Enabled for Public preview General

availability
Archive and purge data Users by admins, makers, or Apr 2023 -

analysts
Determine posting of disposal Users, automatically - Apr 2023

transaction


availability
Define financial tags to support Users by admins, makers, or - Apr 2023

analytical reporting and analysts
business rule automation
Define foreign currency Admins, makers, marketers, or Jan 2023 Apr 2023
revaluation posting profile analysts, automatically
Accounts payable fully Users by admins, makers, or - Apr 2023

automated with invoice capture analysts
Add additional areas for Users by admins, makers, or - Apr 2023

financial tags usage analysts
Ensure consistency, reduce Users by admins, makers, or - Jun 2023

errors with default financial tags analysts
Further automate ledger Users by admins, makers, or - Jun 2023

settlements with financial tags analysts
Process free text invoices faster Users by admins, makers, or Apr 2023 Jun 2023
analysts
Invoice automation – process Admins, makers, marketers, or - Jul 2023

vendor invoices during import analysts, automatically
Ledger settlement Users by admins, makers, or - Sep 2023

improvements - allow partial analysts
settlement
Use deferral schedules with Users by admins, makers, or - Sep 2023

stocked materials analysts
Financial Analytical Reporting - Users by admins, makers, or Apr 2023 To be

complete data model analysts announced

reporting hub and base reports analysts announced
on data

security analysts announced

Globalization Studio provides out-of-the-box tax and localization content for 51
countries/regions and in 57 languages. Its no-code/low-code services to automate and
extend tax/localization, together with partner solutions, enabled our customers to run their
businesses in over 200 countries/regions.
Feature Enabled for Public General

Simplify integration with tax Users by admins, makers, or Jul 2023 -

solution ISVs analysts
Electronic Invoicing service – Users by admins, makers, or - Apr 2023

French e-invoice integration with analysts
Chorus Pro
Electronic Invoicing service – Users by admins, makers, or - Jun 2023

configurable Polish e-invoice analysts
and integration
Country expansion - Users by admins, makers, or Mar 2023 Jun 2023

localizations for LATAM analysts
countries
Electronic Invoicing service - Users by admins, makers, or Mar 2023 Jun 2023
global e-invoicing ISV "last mile" analysts
connector
Tax reporting – extending Users by admins, makers, or Apr 2023 Jun 2023
multiple tax ID reporting to analysts
more EU countries
Enable additional exchange rate Admins, makers, marketers, or - Jul 2023

types for tax currency analysts, automatically
conversions
Withhold tax calculation during Users by admins, makers, or - Jul 2023

invoicing analysts
Electronic Invoicing service – Users by admins, makers, or - Jul 2023

configurable Japanese e-invoice analysts



automatically.
page.
Core financials
Overview
Organizations continue to strive to get more time to their users, more insights into the vast
amount of data they have, and make quick and informed decisions to optimize their finance
and operations. Core financials is for features focused on bringing additional enhancements
to core financial capabilities, financial automation, and reporting.
In this release wave, investments in core financials are around the themes of analytical
reporting, finance automation, thriving in the subscription-based economy, and moving
toward a continuous, touchless period-end close.
Archive and purge data
Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 2023 -
Business value
Save storage space and gain performance with a reduced data set to work against.
Feature details
This feature lets you archive data from Dynamics 365 Finance to Microsoft Dataverse. Using
existing automation available in Dynamics 365 Finance, the data will move consistently,
safely, and securely to the data archive while you continue to report and analyze historical
data using standard Microsoft Power BI reporting.

Schedule
Choose years

Legal entities
Review

General ledger archive
Determine posting of disposal transaction
Users, automatically - Apr 2023
Business value
This option allows you to determine the posting details of fixed asset disposal scrap/sale
based on your business needs.
Feature details
By switching on this option, the disposal scrap/sale posting validates the defined posting
profile for disposal sale/scrap for the asset within the transaction. The validation checks
posting types such as acquisition this year and acquisition prior year, thus you're required to
define accounts for posting types in the fixed assets posting profile.
Define financial tags to support analytical reporting and business rule

automation
Users by admins, makers, or analysts - Apr 2023

Business value
Financial tags let organizations track user-defined fields on accounting entries posted to the
general ledger. This eliminates the need to create financial dimensions that contain values
that are not reusable. Additional financial dimensions increase the size of an organization's
chart of accounts, causing a negative impact on system performance during processes such
as the year-end close. The financial tag values can be used for reporting purposes or ledger
settlement. For example, you can create a financial tag to track payment references used for
ledger settlements, making it easier to match transactions.
Feature details
An organization can define up to 15 financial tags, which will be stored on accounting entries
posted to the general ledger. The financial tag names can be defined by the user, giving
clarity to data entry clerks about the data expected in each field. Financial tag values are not
validated or entered by default. They can be entered manually on transactions such as
financial journals or imported through transactional entities.
Financial tags
Define foreign currency revaluation posting profile
Admins, makers, marketers, or analysts, automatically Jan 2023 Apr 2023

Business value
The currency revaluation posting profile enables you to post currency revaluation
adjustments to different currency adjustment accounts per currency and per module.
Feature details
The currency revaluation posting profile helps you to define currency revaluation adjustment
accounts to a granular level per currency and per module (General ledger, Accounts payable,
Accounts receivable, and Bank). It allows you to define the accounts across the module or for
specific groups (main account category, vendor group, customer group, bank group) or
specific accounts (ledger account, vendor, customer, and bank). You’ll be able to identify the
lowest level of defaulting to the currency or the account. When there isn't an account that is
defined in the currency revaluation posting profile, the currency revaluation adjustment is
posted to the defined accounts in currency revaluation accounts, or when not defined it will
post to defined accounts in the ledger page.
Accounts payable fully automated with invoice capture
Business value
Processing vendor invoices is a manual and repetitive task in every organization, and
capturing invoices saves time and errors by automating the heavy volume process.
Feature details
Invoice capture provides continuous intelligent automation with reading and recognition of
vendor invoices. Using Microsoft Azure Form Recognizer, AI Builder, and Microsoft Power
Platform, users are provided with an out-of-the-box solution of vendor invoice models and a
framework for continuous learning on invoice exceptions. This functionality went to public
preview for the PO Invoice in 2022 release wave 1. Continued enhancements around
matching, and additional capabilities around the non-PO invoice and vendor invoice journal
were added so users can have a full accounts payable automation solution.
• Support invoice journal: There are two categories of invoices—pending vendor invoice
and invoice journal. Invoice journal support was added for general availability.
• Support custom AI model: Although prebuilt invoice processing model can cover a
large ratio of vendor invoices, to handle some complex invoice formats, customers need
to define custom models. To efficiently orchestrate prebuilt and custom AI models during
runtime, administrators will need to spend the effort to build flows to consume those AI
models.

• Continuous AI model training by exceptional data: For recognized invoice data, the
confidence score could be low for some fields. In an application layer, we have an app to
let users check and correct the value with low confidence score. The corrected data
should be sent to AI Builder for further training purposes so that the accuracy of
recognition can be improved.
Invoice capture
Captured Invoices list

Add additional areas for financial tags usage
Business value
Add additional fields for business rules automation and analytics.
Feature details
Financial tags provide the flexibility to track 20 user-defined text fields on accounting entries.
They were initially released in 2022 release wave 2 to support a key investment into ledger
settlement automation. Tags were used in business rules to automate a very manual part of
month end closing.
The 2023 release wave 1 will incorporate financial tags into other transactions outside of GL
and other periodic processes, as well as introduce phase 1 of a defaulting engine service.
Financial tags - Free text invoice header

Financial tags - Free text invoice accounting distributions
Ensure consistency, reduce errors with default financial tags
Users by admins, makers, or analysts - Jun 2023
Business value
Default financial tags ensure consistency and reduce manual entry and errors.
Feature details
The Defaulting service provides user-definable rules for defaulting key attributes of a
transaction, such as financial tags, financial dimensions, and transaction descriptions. For
2023 release wave 1, the defaulting engine will focus on the financial tag values. This will
provide consistency, ease of maintenance, and more flexibility for our global and complex
customers.
Further automate ledger settlements with financial tags
Business value
Use financial tags to further automate period end ledger settlements.

Feature details
Ledger settlement automation was released in 2022 release wave 2. This feature will allow
you to define matching criteria that includes financial tag values, reducing the number of
manual steps required in your reconciliation process.
Process free text invoices faster
Users by admins, makers, or analysts Apr 2023 Jun 2023
Business value
Experience faster and higher-volume processing of free text invoices.
Feature details
Free text invoices are documents used heavily in the financial services industry. With
movement to service-centric, organizations are processing larger volumes. Moving to
asynchronous processing, starting with volume processes around free text invoices, will
enable you to efficiently process billing system invoices into Dynamics 365 Finance. More
work continues to improve processes for accounts payable product receipts and vendor
invoices.
Invoice automation – process vendor invoices during import
Admins, makers, marketers, or analysts, automatically - Jul 2023
Business value
This feature, part of the vendor invoice automation capability, saves time and effort for
accounts payable clerks by processing vendor invoices automatically. The feature can also
help reduce errors that arise through manual processing.
Feature details
Creating vendor invoices can involve multiple steps including applying prepayments,
completing the invoice matching process, validating invoices, and workflow processing.
Typically, those steps are completed manually before the invoices are posted. Prior to
implementing this feature, importing vendor invoices resulted in a pending vendor invoice.
Routine invoice processing steps, such as three-way matching, were completed in the
background.

This feature processes vendor invoices automatically when the invoices are imported. This
eliminates the need for additional background processing and frees accounts payable staff
to focus their efforts on exceptions.
Ledger settlement improvements - allow partial settlement
Users by admins, makers, or analysts - Sep 2023
Business value
Additional capabilities to ease manual work with partial settlements.
Feature details
This feature allows partial settlement. Today you can only settle transactions if the
accounting currency debit and credit are equal. That is a large barrier because often an
account isn’t relieved by a single entry, but rather several entries over a long time period. For
example, rent may be accrued over one or two years, making ledger settlement impossible at
the end of each period where only a partial relieving of the accrual has occurred.
Ledger settlements automation wizard
Use deferral schedules with stocked materials

Business value
Stocked item inventory value can be recalculated on a periodic basis based on inventory
valuation method. This feature will offer cost deferrals accounting based on the latest
calculated inventory value—no manual work to track the changes and manually adjust the
deferrals.
Feature details
With this feature, users will be able to use stocked materials in the billing schedules along
with service items. As item cost gets periodically recalculated using the inventory
recalculation function, the remaining cost deferral schedule will be adjusted for the item
accordingly.
Financial Analytical Reporting - complete data model from Dynamics 365

Finance
Users by admins, makers, or analysts Apr 2023 To be announced
Business value
Financial and non-financial data and metadata are brought into the data lake and
transformed in Azure Synapse, building well-defined and readily available relationships
between ledger, subledger, and source documents from multiple systems. This provides a
single data source for reporting. It gives customers scalable and consistent access to their
data, democratizing report writing to the accountant while removing the need for developer
intervention.
Feature details
A data model that is created by business processes (friendly to the accountant) and visible in
Excel and Power BI will allow users to easily create and edit reports.
With the full power of Excel and Power BI, you can now access the data you need in the tool
you use most and generate transaction-level reports quickly and without support from
developers.
Financial Analytical Reporting - reporting hub and base reports on data

Business value
With the power of the data model comes the need for report and data governance, as well
as row and role-level security, which is stored in the reporting hub. The reporting hub is a
central repository of preconfigured reports that are organized by business process. This will
allow more users to create reports than was previously possible.
Feature details
This feature helps customers locate relevant reports by business process easily and quickly.
These reports can be edited, shared, and grouped by function in the reporting hub. In
addition, the hub provides data and report governance functionality.
Financial Analytical Reporting - security
Business value
Row and role-level security capabilities make the data model available to multiple users in
your organization's finance and accounting teams, as well as to the staff in other
departments within your company.
Feature details
The ability to set up reporting at the role level lets users share reports with team members
where the data is refreshed automatically and that provide fields for additional reporting
capabilities. When paired with the extensibility of the data model, users can be set up to view
reports by dimension and by legal entity. This lets you create refreshable, prewritten reports
that can be distributed beyond the finance organization. For example, you can send a sales
report to sales staff in the field that refreshes with the most current sales number, but is
restricted to a specific product and location.

Configure security
Overview
Our customers run our solution globally and must meet multiple tax compliance and other
regulatory and local business practice requirements (localization). Globalization Studio
provides out-of-the-box tax compliance and other localization content for 51
countries/regions and in 57 languages. Our no-code/low-code globalization tools and
services automate complex tax scenarios and make localization easy for Microsoft, as well as
partners and customers, to create, extend, and maintain. Together, these capabilities enabled
our customers to operate their solutions in over 200 countries and regions.
In 2023 release wave 1, we continue enhancing Globalization Studio by expanding the out-
of-the-box country coverage by an additional seven LATAM countries, enhancing tax
compliance automation, content, and scalability, and delivering regulatory updates to
comply with upcoming e-invoicing and other legislations in multiple countries.
For more information on Globalization Studio, go to Globalization Studio documentation.
We continuously monitor legislation in all 51 out-of-the-box countries/regions and ship
multiple regulatory updates per government deadlines. To follow on planned and released
regulatory updates, go to Search for country-specific regulatory updates.

Simplify integration with tax solution ISVs
Users by admins, makers, or analysts Jul 2023 -
Business value
Implementors in countries like the United States and Canada, and enterprise customers
operating in many different tax jurisdictions, must often manage a large variety of tax rates
and complex tax determination rules. In these cases, customers may look for ISV tax
solutions with automatic tax rate determination and calculation. These tax solution providers
build the integration with Dynamics 365 Finance to automate the tax determination and
calculation. This feature provides one generic tax calculation API to ISV tax solution
providers, which can significantly simplify the complexity of the integration, reduce the entry
bar for ISV tax solution providers to build their own connectors, and provide customers with
more options.
Feature details
The following functions are supported in the Tax Calculation service to support tax
determination and calculation with external tax solution providers:
• External tax rates API based on a unified tax data model. This data model can be
extended.
• An ISV can configure the Tax Calculation service to define endpoints, parameters,
mappings, and other required components to connect with an ISV tax solution.
• Configure credentials with Azure Key Vault, ISV tax solution parameters, and other
required information to enable the ISV tax solution.
• Address validation.
• Tax tolerance validation for purchase invoices.

A standard configuration to simplify the integration with external tax solution providers.

Electronic Invoicing service – French e-invoice integration with Chorus Pro
Business value
The Electronic Invoicing service in Dynamics 365 Finance allows businesses to fully automate
the electronic invoicing clearance process end to end. This automation ranges from issuing
sales, free text, and project invoices to submitting electronic invoices to Chorus Pro for
clearance purposes and then distributing them to other companies registered in Chorus Pro.
This feature provides compliance with the legal requirements for electronic invoicing in
France.
Feature details
Chorus Pro is an electronic invoicing platform in France. This platform became mandatory
through a phased approach from 2017-2020 for companies that maintain commercial
relations with French public sector companies (B2G). With the updated legislation, the
electronic invoicing mandate in France will be expanded to all companies, including all B2B

transactions between 2024 and 2026. Consequently, all French companies that are subject to
VAT and that operate in B2B relationships will be required to use electronic invoicing with
Chorus Pro starting in 2024, depending on company size.
The following functionality is implemented to support enabling new business processes and
to address a new set of requirements:
• Generate electronic invoice files in UBL Biz 3 (PEPPOL) format for sales invoice, free text
invoice, and project invoice.
• Use different invoice frameworks.
• Submit electronic invoice files to the Chorus Pro Platform and process the statuses.
NOTE The French e-invoice integration with Chorus Pro feature is available only as a
capability within the Electronic Invoicing service.
French Chorus Pro invoicing framework attributes in the project invoice proposal
Feature version setup for French Chorus Pro integration in Regulatory configuration service

Electronic Invoicing service – configurable Polish e-invoice and integration
Business value
The Electronic Invoicing service, Microsoft's platform offering of a no-code/low-code e-
invoicing solution, allows businesses to fully automate the electronic invoicing process end
to end. This includes issuing Sales, Free text, Project, and Advance invoices to submitting
electronic invoices to the tax authorities for clearance purposes.
This feature provides compliance with the legal requirements for electronic invoicing in
Poland.
Feature details
Poland introduces, in phases, legislation to establish the continuous transaction control (CTC)
system. The Polish CTC system, called Krajowy System of e-Faktur (KSeF), was made available
for all taxpayers in 2022 for voluntary adoption. The KSeF platform supports issuing,
receiving, and archiving e-invoicing for business to business (B2B), and when requested by a
customer for business to consumer (B2C) transactions. Starting January 1, 2024, the KSeF
system will be rolled out as mandatory for all companies that are subject to VAT.
To comply with these legal requirements, the following functionality is implemented:
• Ability to generate XML files of Sales, Project, and Advance electronic invoices in the
legally required format provided by KSeF.
• Ability to import electronic invoices issued and available for a recipient in the KSeF
platform.
• Ability to integrate with the KSeF services to enable automatic submission of generated
electronic invoices to Polish tax authorities.
NOTE The Configurable Polish e-invoice and integration feature is available only as a
capability within Electronic Invoicing service.

Processing pipeline for Polish KSeF Submission
Country expansion - localizations for LATAM countries
Users by admins, makers, or analysts Mar 2023 Jun 2023
Business value
Tax compliance requirements are complex and change frequently. Companies are looking for
more out-of-the-box geo coverage and tax compliance automation from Microsoft. Shipping
localizations for additional LATAM countries will significantly extend our country support in
LATAM, beyond our current support and provide customers with more consistent, out-of-
the-box regulatory compliance coverage.
Feature details
In Latin America, our solution currently supports out-of-the-box localizations for Brazil and
Mexico. As part of our plan to expand the localization in the territory and address the needs
of multiple global and local customers, in 2023 release wave 1, Microsoft will extend out-of-
the-box localizations for the following LATAM countries/regions:
Release schedule
Country/region Public preview GA
Chile and cross LATAM features March 2023 June 2023
Costa Rica April 2023 June 2023

Country/region Public preview GA
Nicaragua April 2023 June 2023
Panama April 2023 June 2023
Paraguay April 2023 June 2023
Colombia May 2023 August 2023
Uruguay May 2023 August 2023
Feature list
Cross LATAM features
Tax
• Tax setup and calculation
o Taxpayer type
o Company Tax and Legal Attributes
o Customer Tax and Legal Attributes
o CA Number
o Employees Tax and Legal Attributes
o Contact Identification Tax and Legal Attributes
o Country identification
o State identification
o County identification
o Third dimension Setup
o Vendor Tax and Legal Attributes
o Sales tax calculations
o Fiscal Register - third party registration ID
o Vendor withholding taxes
Invoicing
• Electronic invoicing
o Connector to PAC: Client & Secret id storage in MS key vault
o Connector to PAC

• Invoice processing
o Process of vendors: Receiving Invoicing from Invoice Journal
o Process of vendors: Receiving Invoicing from Invoice Register
o Process of vendors: Packing Slip
o Process of vendors: Receiving Invoicing from purchase Request
o Process of customer: Invoicing from Order Return
o Process of customer: Packing slip in sales
o Process of customer: Invoicing from Sales Order
o Process of customer: Invoicing from Free text invoice
o Project Packing Slip
o Project invoice
• Other invoicing
o Sales return account
o Fiscal document report
o Parameters: Voucher mandatory in daily
o Document classification: fiscal documents
o Document classification: treasury documents
o Sales Point
o Document classification permitted per client/vendor
o Document Classification Type
o Document classification: payment media
Reporting
• General ledger and tax reporting
o Daily Book
o Taxes report
Supply chain management
• Packing slip
o Packing slip document for inventory transfer
Banking and payments
• Check, settings and payment processing
o Check printing

o Customer checks accrual process

o Bank - Regional settings and requisites for Bank module
o Regional payments processing
o Collection and payment documents
Country-specific features for Chile
Invoicing
o Ability to emit a DTE receival reply
o Ability to import purchase invoice from a vendor
o Electronic Invoice format
o Factura de Exportación (Export Invoice)
o Guia de despacho (shipment)
o Nota de Débito & Crédito Exportación (Debit & Credit note - Export)
o Nota de Débito & Nota de Crédito (Debit Note & Credit Note)
• Other invoicing
o Invoice layout (Sales order invoice, Free text invoice and Project invoice)
Reporting
o Numbered General Ledger Book
o Numbered Ledger Book
o T8 Columns Trial Balance
o Inventory and Balance Sheet Book
o Fees Certificate Report
o Purchase VAT Book
o Sales VAT Book
o Sales per Branch VAT Book
o Withholdings Book
Country-specific features for Colombia
Invoicing

o Connector to PAC
• Other Invoicing
Reporting
o Declaration Reports Trial Balance
o Declaration Reports General Ledger
o File export File Format 1001 - PAGOS O ABONOS EN CUENTA Y RETENCIONES
PRACTICADAS
o File export File Format 1003 - RETENCIONES EN LA FUENTE QUE LE PRACTICARON
o File export File Format 1005 - IMPUESTO A LAS VENTAS POR PAGAR -DESCONTABLE
o File export File Format 1006 - IMPUESTOS A LAS VENTAS POR PAGAR (GENERADO) E
IMPUESTO AL CONSUMO
o File export File Format 1007 - INGRESOS RECIBIDOS
o File export File Format 1008 - SALDOS POR CUENTAS A COBRAR
o File export File Format 1009 - SALDOS POR CUENTAS A PAGAR
o File export File Format 1012 - INFORMACION DE LAS DECLARACIONES TRIBUTARIAS,
ACCIONES Y APORTES E INVERSIONES EN BONOS, CERTIFICADOS, TITULOS Y
DEMAS INVERSIONES TRIBUTARIAS.
Country-specific features for Costa Rica
Invoicing
o Connector to PAC
• Other invoicing
Reporting
• General ledger and tax reports
o Declaration Reports Purchases VAT Book
o Declaration Reports Sales VAT Book

Country-specific features for Nicaragua

Invoicing
o Connector to PAC
• Other invoicing
Reporting
Country-specific features for Panama
Invoicing
o Connector to PAC
• Other invoicing
Reporting
Country-specific features for Paraguay
Invoicing
o Connector to PAC

• Other invoicing
Reporting
Country-specific features for Uruguay
Invoicing
o Connector to PAC
• Other invoicing
Reporting
o Purchase VAT Book
o Sales VAT Book
Electronic Invoicing service - global e-invoicing ISV last-mile connector
Business value
Electronic invoicing is a fast-growing market, driven by tax digitization and invoice
automation. While we deliver end-to-end automated regulatory e-invoicing, integrated
directly with the government services in several countries, some governments require
intermediate certified operators to exchange electronic invoice documents with tax
authorities and between businesses. This connector provides customers with a fully

automated end-to-end experience and enables them to have only one global e-invoice last-
mile provider.
Feature details
This feature delivers a connector with a global ISV’s e-invoice connectivity services to:
• Provide customers with a fully automated end-to-end regulatory e-invoicing experience
for the countries where governments require intermediate certified operators.
• Extend e-invoicing coverage for non-Microsoft localized countries.
• Provide access to the E-Invoicing Exchange Frameworks, such as Open PEPPOL in Europe,
to route electronic invoices created by using the Electronic Invoicing service.
Tax reporting – extending multiple tax ID reporting to more EU countries
Business value
Many companies with established tax registrations in many foreign tax jurisdictions operate
under transfer pricing or limited risk distributor (LRD) models and need to automate the
process of VAT (value-added tax) reporting from a single legal entity. In prior waves we
delivered functionality for most of the EU countries, and we will continue to extend the
support for this scenario for more EU countries needed for global companies.
Feature details
When you run tax reports, you can select a specific tax registration number and run the
reports for that number. When you execute the VAT Declaration, EU Sales List, and Intrastat,
you can select the necessary tax registration number, filter required report transactions
based on the number, and then create country-specific formats of the tax report. The
functionality is activated together with the Tax Calculation service where the exact tax
numbers for a transaction are determined and saved in the system.
The scope of supported countries and regions in the framework of Multiple Tax IDs
registrations will be expanded to:
June 2023:
• Czech Republic
2023 release wave 2:
• Italy
• Hungary
• Estonia

• Latvia
• Lithuania

Enable additional exchange rate types for tax currency conversions
Admins, makers, marketers, or analysts, automatically - Jul 2023
Business value
The tax authority usually requires a company to declare a tax amount in the local currency
and a specific exchange rate in the import/export business. Currently, Dynamics 365 Finance
only allows for the tax amount calculation that's based on the transaction currency. Finance
then converts to the tax currency amount through the accounting currency or reporting
currency. This feature provides additional tax-specific exchange rate types and converts a
transaction currency amount into the tax currency amount directly.
Feature details
This feature enables additional exchange rate types for tax currency conversions. You can
maintain the tax exchange rate types based on the local tax authority requirement. Tax is
calculated based on the transaction currency amount of the document and converted to the
tax currency amount using this exchange rate type.
Additional tax exchange rate types


Withhold tax calculation during invoicing
Users by admins, makers, or analysts - Jul 2023
Business value
Though in many countries/regions, withholding tax is only due on payment, there are
companies in other countries/regions such as Italy, Netherlands, Mexico, Egypt, Indonesia,
and the Philippines with firm practices to calculate, display, and post withholding tax at
invoice time. In the Philippines, withholding tax posting at invoice time is legally required.
Feature details
With this feature, the withholding tax amount is estimated on the purchase order and the
vendor invoice so that the user can validate the withholding tax setup prior to payment.
The following functionalities are available with this feature:
• A Withholding tax button for temporary withholding tax transactions that contain the
withholding tax amount information at document header level.
• Withholding tax amount is calculated and recalculated after field and transaction
updates.
• Withholding tax limit, threshold, and cash discount are considered in the calculation.
• Withholding tax group assignment, code determination validation, and error handling.
• Withholding tax currency exchange rate date adaptation.
At this time, withholding tax posting during invoicing is not available.

Withholding tax calculation during invoicing
Withholding tax calculation result


Electronic Invoicing service – configurable Japanese e-invoice
Business value
The Electronic Invoicing service makes it easy to configure invoices in countries and regions
that your business is moving into or is already doing business in. You can also use the
Electronic Invoicing service where there’s an opportunity to process invoices in a more
automated manner. This feature addresses the legal requirements coming from the
introduction of Electronic Invoicing in Japan.
Feature details
According to regulatory changes, electronic invoicing is available for wide use in Japan
starting from October 2022 and is planned to be mandated by October 1, 2023. In the scope
of this feature, the following functionality is implemented:
• XML file generation of e-invoices in a format specific for Japan, which is the Japanese
extension to PEPPOL International format (PINT).
• Import of vendor invoices in PINT format.
• Enabling interoperability model with Japan PEPPOL access point for e-invoice exchange.
NOTE The Configurable Japanese e-invoice and integration feature is available only as a
capability within the Electronic Invoicing service.
Electronic invoice PEPPOL format configuration in Electronic reporting designer

Plan and prepare for Dynamics 365 Supply Chain

Management in 2023 release wave 1
overview and what's new and planned for Dynamics 365 Supply Chain Management.
Overview
Dynamics 365 Supply Chain Management provides capabilities for end-to-end processes
that manufacturers, distributors, consumer product groups, and retailers require to meet
their supply chain needs. Functionality ranges from product information management,
planning, inventory, sales, and procurement to complex manufacturing, asset maintenance,
warehousing, and transportation management.
Improving the agility and efficiency of front-line workers continues to be a priority in this
release wave, with new and reimagined experiences for Inventory Visibility and Asset
Management that simplify daily tasks and deliver actionable insights where and when
needed. Warehouse management workers enjoy incremental usability and productivity
enhancements in the Warehouse Management mobile app, including the added support for
iOS devices.
Businesses with sales processes spanning Dynamics 365 Sales and Supply Chain
Management benefit from true end-to-end process integration for improved accuracy and
efficiency. Omnichannel sales strategies get a boost with new and improved ways of
managing attribute-based pricing, integrated soft reservations, and improved order
promising capabilities with an extended available-to-promise (ATP) horizon.
Discrete manufacturers that struggle to comply with both generally accepted accounting
principles (GAAP) and local statutory accounting principles can now leverage the Global
Inventory Accounting Add-in to supplement their statutory inventory accounting practice
with parallel, standard-cost-based inventory accounting practices in multiple currencies.
Manufacturers with a mix of discrete and process manufacturing processes can onboard
Planning Optimization, which provides improved performance, scalability, and near-real-time
insights into requirement changes.
Organizations seek increased agility and resilience through optimizing their fulfillment
capabilities and warehouse operations. This release brings a simplified warehouse
configuration experience that will reduce implementation time. It also provides insights into
the performance and usage of the warehouse management system, which organizations can
use for optimizing warehouse operations.
Back to Contents Dynamics 365 Supply Chain Management 167

Investment areas
Inventory and logistics

The inventory and logistics capabilities of Dynamics 365 Supply Chain Management enable
businesses to manage their sales and fulfillment processes effectively and efficiently, while
ensuring inventory availability that matches the desired service levels. Investments in this
area continue to focus on helping businesses gain more visibility, efficiency, and resiliency in
their supply chain operations. The enhancements in this release wave include:
• Manage attribute-based omnichannel sales pricing to effectively plan and manage
omnichannel sales prices with price attributes on customers, products, and order
segments.
• Evaluate costs in discrete manufacturing using standard cost with the Global
Inventory Accounting Add-in for Microsoft Dynamics 365 Supply Chain Management.
• Calculate available to promise (ATP) up to three months in advance with Inventory
Visibility. Increase visibility into your future inventory statuses and order promising
capacity. Allow for order promising with fulfillment dates further out into the future.
• Make soft reservations for Supply Chain Management sales orders. Use Inventory
Visibility to make soft reservations directly from a sales order, thereby maintaining a sole
source of truth for omnichannel fulfillment and inventory inquiries.
• A reimagined Inventory Visibility user experience lets you manage and update data
more efficiently and provides near-real-time insights into current and projected inventory
levels and availability.
• Prospect-to-cash scenario enhancements across Supply Chain Management and
Dynamics 365 Sales enable true end-to-end process integration in the prospect-to-cash
flow. Improving the entire process from quotation to invoice helps organizations drive
efficiencies in their sales and fulfillment processes, improve accuracy, and reduce lead
times.
• Archive inventory transactions and sales orders. Businesses running large databases
can establish rules for archiving data from their day-to-day working environment into a
data lake, which allows for historical reporting, auditing, machine learning, and more.

This improves performance and usability in the day-to-day working environment while
lowering operating costs.
Warehouse Management
The warehouse management solution in Dynamics 365 Supply Chain Management provides
a rich and flexible set of capabilities that can be combined and configured to support many
warehouse layouts and operational scenarios
The enhancements in this release focus on simplifying the configuration experience, reducing
implementation time, and providing insights into the performance and usage of the
warehouse management system. Warehouse workers using the Warehouse Management
mobile app will experience usability and productivity enhancements, improved GS1 barcode
support, improved packing functionality, support for iOS devices, and more.
Manufacturing and asset management
The manufacturing and asset management features in Dynamics 365 Supply Chain
Management help companies gain agility, efficiency, and visibility in their manufacturing and
maintenance operations while maximizing asset uptime and productivity. Investments in this
area continue to focus on improving the user experience for greater agility and efficiency of
front-line workers.
This release wave delivers a new and reimagined mobile experience for maintenance
operations that simplifies daily tasks and presents relevant information and insights when
and where they are needed most. In manufacturing, supervisors will get enhanced
capabilities for checking availability of materials before releasing production orders to the
shop floor.
Procurement
Investments in the procurement and sourcing area continue to be targeted at making
organizations more resilient in their supply chain operations. In this release, the focus is on
protecting the accuracy and integrity of vendor bank account information.
Planning
Planning Optimization provides significantly improved performance and scalability, which
enables near-real-time insights into requirement changes. The enhancements delivered in
this release wave add support for additional scenarios that address the needs of
manufacturers using a combination of discrete and light-process manufacturing. Other
enhancements help manufacturers (especially make-to-order manufacturers) to manage
schedule changes more effectively.
Product information management
Product information management enables companies to centrally manage information about
products and product variants throughout their entire lifecycle, including the attributes,
configurations, documentation, and identifiers needed for supporting key business
processes. Investments in this area continue to focus on driving efficiencies for companies
managing large product portfolios across large organizations.

The enhancements in this release wave let companies share released product data across
legal entities, which reduces data duplication and simplifies maintenance.
check out the release plan for Dynamics 365 Supply Chain Management below:

release plan.
Get the most out of Supply Chain Management

Licensing Improve your understanding of how to license Supply Chain Management.
Product Find documentation for Supply Chain Management.

documentation
User community Engage with Supply Chain Management experts and peers in the
community.
Product trials Get started with Supply Chain Management.
What's new and planned for Dynamics 365 Supply Chain Management
Microsoft policy.

Inventory and logistics features help organizations gain visibility, efficiency, and resiliency in
their supply chain.

Manage attribute-based omnichannel Users, automatically Apr 2023 -

sales pricing
Inventory and logistics feature state Users by admins, Jan 2023 Apr 2023


Create and update containers in batch Users, automatically Feb 2023 Apr 2023
processing mode
Split cost type codes for multiple voyages Users, automatically Feb 2023 Apr 2023
in the vendor invoice journal
Assign shipments to related route Users by admins, Mar 2023 Apr 2023
segments makers, or analysts
Apply right tax with minimal effort in Users by admins, Apr 2023 Jun 2023
order entry for product variants makers, or analysts
Archive inventory transactions Users by admins, Apr 2023 Jun 2023

makers, or analysts
Archive sales orders Users by admins, Apr 2023 Jun 2023

makers, or analysts
Calculate available-to-promise for up to Users by admins, Apr 2023 Jun 2023

three months makers, or analysts
Empower users with near real-time Users, automatically Apr 2023 Jun 2023
inventory insights
Add efficiency in prospect-to-cash Users by admins, Apr 2023 Jun 2023

integration with Sales makers, or analysts
Make soft reservations from sales orders Users by admins, Apr 2023 Jun 2023
makers, or analysts
Provide a better configuration experience Users by admins, Apr 2023 Jun 2023
for Inventory Visibility users makers, or analysts
Evaluate costs in discrete manufacturing Users by admins, May 2023 Jul 2023
using standard cost makers, or analysts


Manufacturing and asset management features help companies gain agility, efficiency, and
visibility in their manufacturing and maintenance operations while maximizing asset uptime
and productivity.

Manufacturing and asset management Users by admins, Jan 2023 Apr 2023
feature state updates for 10.0.32 makers, or analysts
Empower maintenance workers with new Users by admins, Mar 2023 Jun 2023
mobile experience makers, or analysts
Check material availability for scheduled Users by admins, Apr 2023 Jun 2023
operations makers, or analysts
Planning
Planning Optimization enhancements add support for additional manufacturing scenarios.

Planning feature state updates for 10.0.32 Users by admins, Jan 2023 Apr 2023
makers, or analysts
Plan for manufacturing with Planning Users, automatically May 2023 Jul 2023
Optimization
Procurement
New procurement and sourcing capabilities help organizations increase resiliency in their
supply chain.

Procurement and sourcing feature state Users by admins, Jan 2023 Apr 2023
Improve security for vendor bank account Users by admins, Apr 2023 Jun 2023
information updates makers, or analysts


Product information management enables you to centrally manage information about
configurations, documentation, and identifiers needed for managing your business
processes.

Share product information across legal Users by admins, Apr 2023 -

entity boundaries makers, or analysts
Product information management feature Users by admins, Jan 2023 Apr 2023
state updates for 10.0.32 makers, or analysts
This release wave provides warehouse management enhancements that simplify the
warehouse implementation and configuration experience and provide insights into system
performance and usage.

availability
Optimize performance of internal Users by admins, Apr 2023 -

movements in warehouse makers, or analysts
Pack shipments with speed and resilience Users by admins, Jan 2023 Apr 2023
makers, or analysts
Run the Warehouse Management mobile Users, automatically Jan 2023 Apr 2023
app on iOS devices
Warehouse management feature state Users by admins, Jan 2023 Apr 2023
Capture multiple GS1 label segments Users, automatically May 2023 Jul 2023
simultaneously
Improve worker efficiency with optimized Users, automatically May 2023 Jul 2023
mobile device screen layout
Optimize warehouse management Admins, makers, May 2023 Jul 2023

implementation and maintenance marketers, or analysts,
automatically


availability
Optimize warehouse management Users by admins, May 2023 Jul 2023

processes makers, or analysts

automatically.
page.
Overview
The inventory and logistics capabilities of Dynamics 365 Supply Chain Management enable
businesses to manage their sales and fulfillment processes effectively and efficiently, while
ensuring inventory availability that matches the desired service levels. Investments in this
area continue to focus on helping businesses gain more visibility, efficiency, and resiliency in
their supply chain operations. The enhancements in this release wave include:
• Manage attribute-based omnichannel sales pricing to effectively plan and manage
omnichannel sales prices with price attributes on customers, products, and order
segments.
• Evaluate costs in discrete manufacturing using standard cost with the Global
Inventory Accounting Add-in for Microsoft Dynamics 365 Supply Chain Management.
• Calculate available to promise (ATP) up to three months in advance with Inventory
Visibility. Increase visibility into your future inventory statuses and order-promising
capacity. Allow for order promising with fulfillment dates further out into the future.
• Make soft reservations for Supply Chain Management sales orders. Use Inventory
Visibility to make soft reservations directly from a sales order, thereby maintaining a sole
source of truth for omnichannel fulfillment and inventory inquiries.

• A reimagined Inventory Visibility user experience lets you manage and update data
more efficiently and provides near-real-time insights into current and projected inventory
levels and availability.
• Prospect-to-cash scenario enhancements across Supply Chain Management and
Dynamics 365 Sales enable true end-to-end process integration in the prospect-to-cash
flow. Improving the entire process from quotation to invoice helps organizations drive
efficiencies in their sales and fulfillment processes, improve accuracy, and reduce lead
times.
• Archive inventory transactions and sales orders. Businesses running large databases
can establish rules for archiving data from their day-to-day working environment into a
data lake, which allows for historical reporting, auditing, machine learning, and more.
This improves performance and usability in the day-to-day working environment while
lowering operating costs.
Manage attribute-based omnichannel sales pricing
Users, automatically Apr 2023 -
Business value
Traditional B2B businesses are increasingly considering moving to an omnichannel sales
strategy to sell directly to customers and gain more control over pricing and margins.
However, this change can be complex because it leads to massive changes of pricing models
and pricing rules. The new attribute-based omnichannel pricing feature for Dynamics 365
Supply Chain Management supports B2B companies that are converting to this strategy. It
enables sales managers to effectively plan and manage omnichannel selling prices by setting
price attributes on customer, product, and order segments.
Feature details
The new attribute-based omnichannel pricing feature lets you manage omnichannel sales
and pricing using Dynamics 365 Supply Chain Management. The solution leverages the
Commerce Scale Unit (CSU) Core feature of Dynamics 365 Commerce to help traditional B2B
companies embrace the new normal of omnichannel sales.
The new attribute-based omnichannel pricing feature enables B2B companies to:
• Manage and calculate pricing in one central location and provide transparent pricing
across all channels, which is essential for aligning pricing strategy across multiple
channels.
• Calculate prices quickly while considering a wide range of business factors, including the
base price, sales trade agreement price, long-term discount deal, short-term promotional
discounts, and retrospective rebate calculations for each sales order. Real-time pricing

calculation is key to a unified omnichannel sales customer experience, downwards

ordering, and the fulfillment process.
• Create pricing models based on each product's pricing differentiators, order types, and
customer segments. In other words, implement segmentation based on customer,
product, and order price attributes.
• Manage complex pricing structures with price component breakdowns and define
margin component price adjustments on top of the item base price. On ordering, pricing
details can provide a price component breakdown for future advanced analysis.
• Manage omnichannel sales easily when converting B2B and B2C pricing to consider the
discount concurrency, bundle sales, mandatory items, and bonus item pricing rules.
• Simulate prices and view detailed price calculations.
• Leverage enhanced discount budget control to avoid margin leakage from fund
consumption.
• Use APIs on the CSU for native Dynamics 365 Commerce point of sale or third-party
retrieval of the calculated pricing.
An overall architecture view.

Inventory and logistics feature state updates for 10.0.32
Users by admins, makers, or analysts Jan 2023 Apr 2023
Business value
Turning on features by default helps ensure that your system stays current with the latest
inventory and logistics capabilities of Dynamics 365 Supply Chain Management.
Feature details
Features becoming mandatory with the 10.0.32 release

These features are now mandatory and can no longer be disabled.
Sales and marketing
• Limit the number of sales order lines per batch task: Helps you optimize system
performance when posting confirmations, picking lists, packing slips, and invoices by
limiting the number of order lines processed by each batch task.
• Update Requested receipt date with Confirmed date for intercompany orders: Lets
you control what will happen to sales and purchase date field values within intercompany
direct delivery scenarios.
Transportation management
• Goods in Transit Receiving and Put away: Allows the goods-in-transit item receiving
and putaway processes to receive goods using the legacy codes instead of the process
guide framework.
Features becoming enabled by default with the 10.0.32 release

These features are now turned on by default but can still be disabled manually. These are all
targeted to become mandatory with 2023 release wave 1.
Cost Management
• Inventory aging report storage
• Post on-hand adjustments using configurable reason codes connected to offset
accounts
Inventory Management
• Inventory on-hand report data cleanup: Provides a way to clean up the data that is
used to create inventory on-hand report storage reports.
Rebate Management
• Rebate management

Sales and marketing

• Calculate sales totals using multiple threads: Helps improve system performance by
using parallel processing when calculating sales totals in batch.
• Update prices and discounts entered manually for intercompany: Enables manual
change policy functionality for intercompany commerce. It includes the ability to transfer
manual change policies between intercompany sales and purchase orders. Previously,
this functionality was only available for non-intercompany orders. Now, the Update price
and discounts dialog option will be displayed after making changes to an intercompany
order. This dialog option lets users choose whether to update or keep prices and
discounts details on each intercompany order.
Features becoming generally available with the 10.0.32 release

These features are now generally available. They are not turned on by default and must be
enabled manually. Some features can be disabled again after being turned on, and these are
targeted to become enabled by default with 2023 release wave 2. All of these features are
Cost Management
• Enable error execution log for cost accounting overhead calculation: Enables the
logging of error messages when journal creation fails while the system is calculating
overhead.
Rebate Management
• Cancel posted rebate provision with a posting date: Cancel a posted rebate provision
with a specified posting date and reverse the original transactions and documents.
Rebate provision transactions already posted before this feature was enabled can only be
reversed by generating opposite provision transactions with a specific date and the
current deal setup. Once this feature is enabled, newly posted rebate provision
transactions can be fully reversed with a specific date regardless of current deal setup.
• Credit note calculation enhancement in Rebate management: Enables you to Include
credit note in the rebate management deal line. The rebate management line will check
both the sales order and credit note to consider the rebate value/quantity condition and
calculate accordingly during the batch job process or process at posting of provision
(based on the configuration). If the credit note is matched with a sales order line, the
price details will include the original sales transaction.
• Enable auto negative tier in Rebate management: Enables the negative tier to be set
up automatically for each deal line. The system will then calculate rebates automatically
as needed.
• Write-off before rebate claim: In some cases, you can expect part of the provision
amount will never be claimed back. This feature enables you to process rebate write-offs
before you process the rebate management. The system will calculate the balance

between the posted provision and the posted write-off during the period and then
propose the rebate management amount for you to process.
Create and update containers in batch processing mode
Users, automatically Feb 2023 Apr 2023
Business value
Use batch processing to perform container operations on large numbers of purchase order
lines included within a voyage. Batch processing allows you to apply many operations at
once without experiencing long delays or timeouts on the front end.
Feature details
This feature lets users add purchase order lines to new or existing shipping containers and
then choose to apply the changes in batch mode, which allows the system to process the
updates in the background. Note, however, that background processing won't activate when
the transfer quantity is less than the total quantity of the related purchase order line.
Batch processing selection form.
Split cost type codes for multiple voyages in the vendor invoice journal

Business value
Businesses need to have a detailed understanding of the costs associated with transportation
of products, but this can be difficult to obtain when considering multiple voyages with
multiple costs using different cost type codes that are combined into one invoice delivered
by their shipping vendor. This feature makes it possible to allocate costs on a more granular
basis by breaking down costs from each voyage according to the cost type code. As a result,
the invoice journal can include lines where each line represents a specific cost type code.
Feature details
This feature for the Landed cost module enables business to better allocate transportation
costs associated with multiple voyages. With this feature, when a user is creating a vendor
invoice journal for multiple voyages, each cost type code will have its own journal line that
includes the voyage name in its description. This allows for easier reconciliation.
Previously, the system merged costs from all voyages that have the same cost type code into
the same line in the vendor invoice journal. But now, vendor invoice journals will be split
based on the cost type code.
Assign shipments to related route segments
Users by admins, makers, or analysts Mar 2023 Apr 2023
Business value
This feature brings correct freight cost apportionment in multi-segments scheduled route
with inbound and outbound logistic process. With the correct freight cost apportionment,
you could gain true profitability of Sales Orders by apportion freight cost to item line level.
This new feature provides a fair and trusted foundation for the billing of freight cost and also
reflects the cost of inbound freight in the material valuation of stock.
Feature details
This feature lets you apportion freight costs for multi-segment scheduled routes with
inbound and outbound logistic processes, so now you can evaluate the true profitability of
sales orders by apportioning freight cost at the item line level.

View of shipments assigned to related route segments.
Apply right tax with minimal effort in order entry for product variants
Business value
In some countries or regions, sales tax may differ for variants of the same product (such as
for different sizes of clothes). Businesses facing this issue are confronted with the pain of
having to set these tax rates manually for each sales order and quotation line, resulting in
extra work and the risk of error. Defining the item sales tax group at the released-product
variant level eliminates this pain, effort, and risk.
Feature details
With this feature, you can set a specific item sales tax group for any or all released product
variants, both for sales and procurement. This eliminates the cost, pain, and risk of not
having the correct taxation applied to an order line for a product variant.
When an item sales tax group is set for a released product variant for sales, this tax group is
used as the default when creating a sales quotation or sales order line for that variant. If a
specific tax group isn't set for a released product variant for sales, then the tax group set for
the released product is used as the default instead.
Similarly, for a purchase order or purchase requisition, if a specific item sales tax group is set
for a released product variant for purchase, then this is used as default.
Archive inventory transactions

Business value
Over the years, companies will typically generate and store a large volume of inventory
transaction records. Although these records aren't required for day-to-day operations, they
may still be needed for purposes such as historical reporting, auditing, machine learning, and
so on. Keeping a large volume of historical inventory transaction records in your day-to-day
working environment not only results in increased storage costs, but also impacts system
performance and usability.
With this feature, you can leverage the archival framework to perform rule-based archiving
of historical inventory transaction data. The archived records are removed from your day-to-
day working environment and stored in your Dataverse-managed data lake, thereby
improving system performance and lowering operating costs while keeping your historical
inventory transaction records available as read-only data for when you need them.
Feature details
Leverage the data archival solution provided with Microsoft finance and operations apps to
archive your historical inventory transaction records. Administrators can set up logical rules
to control when and how the records will be archived from your day-to-day Supply Chain
Management database to your Dataverse-managed data lake, where the data will remain
available for historical reporting, auditing, machine learning, legal claims, and other
purposes.
Archive sales orders
Business value
Over the years, companies will typically generate and store a large volume of sales orders
and sales order lines. Although these records aren't required for day-to-day operations, they
may still be needed for purposes such as historical reporting, auditing, machine learning,
legal claims, and so on. Keeping a large volume of historical sales orders and lines in your
day-to-day working environment not only results in increased storage costs, but also impacts
system performance and usability.
With this feature, you can leverage the archival framework to perform rule-based archiving
of historical sales orders and lines. The archived records are removed from your day-to-day
working environment and stored in your Dataverse-managed data lake, thereby improving
system performance and lowering operating costs while keeping your historical sales records
available as read-only data for when you need them.

Feature details
Leverage the data archival solution provided with Microsoft finance and operations apps to
archive your historical sales orders and sales order lines. Administrators can set up logical
rules to control when and how sales orders and sales order lines will be archived from your
day-to-day Supply Chain Management database to your Dataverse-managed data lake,
where the data will remain available for historical reporting, auditing, machine learning, legal
claims, and other purposes.
Calculate available-to-promise for up to three months
Business value
Sales demand can be fulfilled either by on-hand stock, stock that is purchased, or stock that
is under production. Visibility into your inbound inventory is equally important as visibility
into your on-hand stock. To commit to your customers’ sales demands and confirm order
shipment dates, you need fast and accurate availability-to-promise (ATP) validation on
projected stock levels. Moreover, a much longer ATP time fence visibility helps you to track
slow goods movements during supply chain disruptions and contributes to your supply
chain resiliency.
Feature details
The maximum time fence for the Inventory Visibility Add-in available-to-promise (ATP)
feature has been extended from seven days to a full three months. This significantly
increases visibility into your future inventory statuses and order-promising capacity.
ATP lets you check inventory for a specified future day or check for the next available dates
for products. This is especially useful to support sales inquiries and to calculate shipment
dates. The extended time fence allows you to view your projected inventory availability
longer into the future, which will help you identify potential supply risks sooner. Moreover, a
long ATP time fence lays the foundation for optimizing order fulfillment. With the longer
time fence, your order system can match a sales order that doesn't require urgent shipment
with an inbound purchase order that has a scheduled delivery in the future, which lets you
save existing on-hand stock for more critical orders.
Inventory Visibility
Inventory Visibility provides an independent and highly scalable microservice that enables
real-time, on-hand inventory change postings and visibility tracking across all your data
sources and channels. For more information about Inventory Visibility, see the Inventory
Visibility Add-in overview.

Empower users with near real-time inventory insights
Users, automatically Apr 2023 Jun 2023
Business value
A holistic and visualized view of inventory that is updated in near real time enables supply
and inventory managers to prepare the right level of stock to service all customers on time. It
also lets sales representatives query inventory availability immediately upon customer
inquiry. A logistics manager can also use the Inventory Visibility Add-in dashboard to
investigate worrisome key performance indicator (KPI) values and take mitigation measures
before it's too late.
Feature details
The Inventory Visibility Add-in dashboard lets business users (such as supply chain planners,
inventory managers, and sales clerks) view inventory quantity and status across data sources,
legal entities, locations, and channels, with a quick, wholistic overview. It enables users to do
the following:
• Set up and filter on inventory dimensions to focus on the regions and products you care
about most.
• Identify stock out, understock, and overstock products for timely inventory replenishment
or reduction.
• Compare allocated and consumed quantities to decide whether an allocation top-up is
needed (for example, to support a promotion or campaign).
• View inventory KPIs (such as on-hand quantity, supply, and demand) into the near future
so that inventory trend risks can be mitigated before it's too late.
Add efficiency in prospect-to-cash integration with Sales

Business value
Companies seek efficiency in their customer engagement activities. Front office salespeople,
traveling sales representatives, account managers, and others need to engage efficiently with
customers while using Dynamics 365 Sales, without spending time to ensure that data flows
efficiently between their front-office work environment and the Dynamics 365 Supply Chain
Management back-office environment. True end-to-end process integration must work
seamlessly across systems, using an integrated process flow from quotation to invoice, to
help businesses drive efficiencies in their sales and fulfillment processes, improve accuracy,
and reduce lead times. This feature enables businesses to achieve these efficiencies by
providing true end-to-end process support.
Feature details
This release introduces several important improvements to the prospect-to-cash scenario,
which is enabled through dual-write integration between Dynamics 365 Supply Chain
Management and Dynamics 365 Sales.
Previously, the dual-write integration between Dynamics 365 Supply Chain Management and
Dynamics 365 Sales had several shortcomings, such as only allowing sales quotations and
sales orders to be created in isolation rather than as an end-to-end process flow. Also, while
the previous solution did make the advanced Supply Chain Management pricing engine
available to Dynamics 365 Sales, important pricing features such as manual discounts were
not fully supported.
This feature addresses these and other key shortcomings in several areas, including by
adding support for the following capabilities:
• Support sales quotation revisioning and state transitions to ensure that sales quotation
processing flows seamlessly between Dynamics 365 Supply Chain Management and
Dynamics 365 Sales.
• Make sales quotation and sales order line pricing more transparent and solid.
• Support the crediting process to cover sales credit notes with respect to negative charges
and discounts.
Make soft reservations from sales orders
Business value
Double-booking or overselling can sometimes be a problem for companies that operate
across multiple order channels. Now companies can establish a single source of truth of
inventory status for omnichannel fulfillment and prevent overselling by enabling users to
make soft reservations directly from sales orders in Supply Chain Management.

Feature details
The Inventory Visibility add-in for Dynamics 365 Supply Chain Management prevents
overselling by storing and respecting soft reservations placed on inventory. This feature
allows users to create these soft reservations directly from sales orders in Supply Chain
Management. Soft reservations can be triggered instantly or via a batch job. Failed soft
reservations will either show a warning or block the user from proceeding. A successful soft
reservation will be offset for inventory that changes status to a hard reservation or another
status that generates a physical inventory deduction within Supply Chain Management. A
soft reservation center lets you track failed soft reservations so you can take further actions.
Provide a better configuration experience for Inventory Visibility users
Business value
Whether you're an implementation partner, IT admin, or a business user working with
inventory or sales, you'll benefit from the reimagined Inventory Visibility Add-in user
experience, which has been expanded to support both basic configuration and many new
functional operations. You can easily manage data and upgrade the configuration more
efficiently and accurately. Business users can now view and update inventory information
directly in the user interface, which adds convenience and improves the efficiency of stock
inquiries.
Feature details
The rebuilt power app for Inventory Visibility offers a new configuration experience that
enhances the onboarding experience. New user interface (UI) designs for working with
features—including on-hand queries, soft reservations, allocations, and available to promise
(ATP)—make it faster and easier for business users to query and act on inventory as part of
their daily operation.
The new Inventory Visibility power app provides the following capabilities:
• Implementation partners and IT admins can use the configuration UI to manage data and
features in one place.

• Inventory and sales clerks can leverage the on-hand query UI to quickly check product
inventory levels across locations.
• Warehouse and store managers can use the update on-hand UI to post inventory
adjustments directly to Inventory Visibility after counting inventory.
• Sales managers can use the post reservation UI to quickly soft-reserve stocks or revert
existing reservations.
• Inventory planners and channel managers can use the inventory allocation UI to
preallocate, deallocate, and reallocate stocks to sales channels or B2B customers.
• Fulfillment managers can use the available to promise UI to quickly make stock-
availability checks within a future time fence.
In addition to operational user interfaces, users can also open an inventory summary that
provides a full inventory snapshot and dashboards that track key performance indicators
(KPIs).
Evaluate costs in discrete manufacturing using standard cost
Users by admins, makers, or analysts May 2023 Jul 2023
Business value
International discrete manufacturing companies are under pressure to comply with both
local general accepted accounting practices and statutory accounting principles (inventory
financial reporting standards), even when these directly conflict with one another. In
addition, companies or their subsidiaries may need to account inventory costings using both
a local and fluctuating currency and a solid second currency for statutory compliance. Finally,
companies may need to use the standard cost valuation method internally while also using
another valuation method that is required by their local country or region. Manufacturing
companies can perform parallel inventory accounting practices for standard cost (based on a
single document) using multiple currencies or cost calculation methods.
Feature details
This enhancement for the Global Inventory Accounting Add-in for Microsoft Dynamics 365
Supply Chain Management enables discrete manufacturing companies to perform parallel

inventory accounting practices for standard cost (based on a single document) using
multiple currencies or cost calculation methods. This release enables you to:
• Build three categories of manufacturing expenses (materials, labor, and overhead) by
setting up cost element policies.
• Gain an accurate understanding of cost inflow and outflow processes. Visible posting
policies and rules establish the foundation for enhanced transparency.
• Track and record discrete manufacturing costs by applying standard cost calculations to
production documents (including picking lists, route cards, job cards, and report-as-
finished journals).
• Query for operational events and measurements related to production orders to track
and trace calculation basis. You can also query for events and measurements within
Global Inventory Accounting for calculated results in different ledgers.
• Analyze costing results and make management decisions using visual, interactive, and
informative Power BI reports embedded into the system.
The collection of features included in this release supports several typical use cases. In future
releases, we will continue to expand this functionality to further enhance support for discrete
manufacturers.
Global Inventory Accounting Add-in
Overview
The manufacturing and asset management features in Dynamics 365 Supply Chain
Management help companies gain agility, efficiency, and visibility in their manufacturing and
maintenance operations while maximizing asset uptime and productivity. Investments in this
area continue to focus on improving the user experience for greater agility and efficiency of
front-line workers.

This release wave delivers a new and reimagined mobile experience for maintenance
operations that simplifies daily tasks and presents relevant information and insights when
and where they are needed most. In manufacturing, supervisors will get enhanced
capabilities for checking availability of materials before releasing production orders to the
shop floor.
Manufacturing and asset management feature state updates for 10.0.32
Business value
Turning on features by default helps customers stay current with the latest manufacturing
and asset management capabilities of Dynamics 365 Supply Chain Management.
Feature details

These features have become mandatory and can no longer be disabled.
Manufacturing
• Enable to enter batch and serial numbers while reporting as finished from the Job
Card Device
• Improved production catch weight quantity picking: Lets you use production catch
weight quantity picking, provided you only change the catch weight quantity. It also lets
you adjust the production catch weight quantity in a direction that is different from the
nominal quantity.
• Manufacturing execution system integration
• "My day" view for the production floor execution interface: Lets each worker track
their daily registrations of time spent on various types of activities such as work, breaks,
and absence. The My day view also shows the current balance for time spent on various
activities and the balance for the period.
• On-demand material availability check for production orders: Lets you open the
Production orders to release page on demand and initiate the materials check only for
selected orders.
• Report on co- and by-products from the production floor execution interface
• Report on planning items in the production floor execution interface
• Validate expiration of raw materials against planned consumption date: Validates
the batch expiration date against the planned consumption date (the raw material date),
as established on the production BOM line or batch order formula line. Previously, the

batch expiration date was validated against the planned delivery date of the production
or batch order.
Asset management
No additional asset management features have been made mandatory for this release.

These features are now turned on by default but can still be manually disabled. These are all
Manufacturing
• Auto-picking of warehouse enabled materials for auto-posted picking lists: Lets you
auto-pick and resolve inventory dimensions for auto-posted, derived, and backflushed
picking list journals.
• Copy generic routes: Enhances the copy route function to allow users to copy routes
that aren't item specific. It enables the system to update all relevant information (such as
site, route group, resource requirements, and various times) after the copy route function
has been used to overwrite a route that is not yet assigned to an item.
• My jobs tab on the production floor execution interface: The My jobs tab lets
workers easily view all unstarted and unfinished jobs that are assigned specifically to
them.
• Production teams in the production floor execution interface: When multiple workers
are assigned to the same production job, they can now nominate one worker as a pilot.
The remaining workers automatically become assistants to that pilot. For the resulting
team, only the pilot must register job status, whereas time records apply to all team
members. This feature also supports the assist resource scenario, where a worker can
register as an assistant to another worker, who then becomes the pilot for the newly
formed group.
• Register material consumption on the production floor execution interface (non-
WMS): Enables workers to use the production floor execution interface to register
material consumption, batch numbers, and serial numbers. This feature supports items
that are not enabled to use advanced warehouse processes (WMS).
• Update related resource requirements when a route operation is changed: This
feature enables the system to update the related resource requirements after a user
changes the operation of an existing route step.
Asset management
• Apply rules for grouping work orders while running a maintenance plan
• Counter-based maintenance enhancements
• Offset accounts for expenses in work order journals: This feature lets you specify an
offset account for each expense listed in a work order journal. You might typically

associate a vendor account with each expense, but other account types are also
supported. It adds two new columns (Offset account type and Offset account) to the
Expense FastTab on the Work order journal page.
• Work order billing
Empower maintenance workers with new mobile experience
Business value
Organizations using the Asset Management Add-in for Microsoft Dynamics 365 Supply
Chain Management can now provide workers with a mobile app that supports most common
platforms, devices, and form factors. The mobile app assists workers doing maintenance on
machines and equipment installed both on their own premises and at remote locations in
the field.
Feature details
The Asset Management mobile app provides the following capabilities for workers and
organizations using the Asset Management Add-in for Microsoft Dynamics 365 Supply Chain
Management:
• Manage work orders: Maintenance workers use work orders as a daily to-do list that
provides the information necessary to complete their planned maintenance tasks. In the
app, workers can search for work orders assigned to them. Workers then use the app to
record their progress so the system can track labor, materials, and services for the work
done. Workers can create new work orders, process existing orders, and perform tasks
such as updating checklist items, updating asset counters, registering time and material,
and viewing and adding notes.
• Create maintenance requests: Administrators can use the role-based security setup in
Supply Chain Management to grant workers permission to create new maintenance
requests. Workers that receive this permission will then be able to use the mobile app to
proactively request maintenance of assets.

Flow for creating a maintenance request.
Check material availability for scheduled operations
Business value
To minimize the risk of running out of materials while working on a production order,
supervisors use Dynamics 365 Supply Chain Management to check production orders for
material availability before releasing orders to the shop floor. This feature makes it possible
for organizations that use the scheduling type "Schedule operations" to check for material
availability. Previously, it was only possible to check for material availability when using the
"Schedule jobs" scheduling type.
Feature details
To check whether materials are available for one or more production orders, supervisors can
now open the Material availability check page from a menu item on the All production
orders and Production order (details) pages. The Material availability check page shows
all selected orders that have a status of Scheduled and all orders that have a scheduling type
of Schedule operation or Schedule jobs. The supervisor can then make material availability
checks on all the listed orders.

View of Material availability check page.
Planning
Overview
Planning Optimization provides significantly improved performance and scalability, which
enables near real-time insights into requirement changes. The enhancements delivered in
this release wave add support for additional scenarios that address the needs of
manufacturers using a combination of discrete and light-process manufacturing. Other
enhancements help manufacturers (especially make-to-order manufacturers) to manage
schedule changes more effectively.
Planning feature state updates for 10.0.32
Business value
Turning on features by default helps customers stay current with the latest planning
capabilities of Dynamics 365 Supply Chain Management.

Feature details

• Batchable firming and consolidation for planned bulk and pack batch orders: Lets
you use batch jobs to firm and consolidate planned bulk and pack orders.
• Include items with on-hand when pre-processing filters are enabled
• Planned orders simplified

• Azure Machine Learning Service for demand forecasting: Enables the Azure Machine
Learning Service to generate demand forecasts based on historical data.
• Make-to-order supply automation
• Priority driven MRP support for Planning Optimization

These features are now generally available. They aren't turned on by default and must be
• Consider inventory lead time when creating a planned transfer order: When a
planned transfer order is created, this feature causes the system to consider the inventory
lead time that is specified in the item's default order settings when it calculates the
receipt date of a planned transfer order (when using a lead time type of None or Sales).
When a specific transfer lead time is set, that value will be used for the receipt date
calculation and transport days will be disregarded.
Plan for manufacturing with Planning Optimization
Users, automatically May 2023 Jul 2023
Business value
Manufacturers can now switch to Planning Optimization for master planning. By using
Planning Optimization (the planning service) instead of the deprecated planning engine,
manufacturers can significantly reduce the time required to run material requirements
planning (MRP) jobs, with most organizations now able to run MRP in minutes rather than

hours. Because of this improved performance, you'll be able to run planning multiple times a
day, so you can receive orders in the morning and ship them the same day or run planning
simulations for what-if scenarios.
Feature details
Planning Optimization now supports many manufacturing planning features that were
previously only supported by the older deprecated planning engine. This means that most
manufacturers can now move to Planning Optimization to start taking advantage of its
significant performance improvements and other benefits. The following manufacturing
capabilities are now supported by the service:
• Bill of material (BOM) lines with multiples or rounding factors: Set up bills of
materials where some components are part of a grouped component, bag, bottle, or
similar. For example, a production might make use of a full spool of thread, a full bottle
of spray paint for painting a subcomponent, or a certain quantity of liquid where the
dispenser holds at least five deciliters. For these cases, planning will take the specified
multiples or rounding factors into account.
• BOM lines with negative quantity: Previously, Planning Optimization interpreted BOM
and formula lines with negative quantities as having a quantity of zero, and showed an
error if you tried to define them. This release fully supports BOM lines with negative
quantities, which means that you can now register co-products or by-products. For
example, if you're refining crude oil to produce gasoline as the main output, your process
might also result in co-products such as diesel, kerosene, naphtha, and water. Negative-
quantity BOMs let you model sub-operations that output products that can be used later
in the process, which is often the case with water in chemical processes.
• Scheduling with explosion of production orders: Previously, Planning Optimization
could schedule production orders individually but not with explosion. This release lets
you schedule production orders with explosion, so you can view all sub-production
orders, on-hand inventory, and transfers related to the sales order demand. This
capability is critical for make-to-order scenarios and allows you to fulfill committed dates
to customers by managing all schedule changes for an order at once.
• Release production orders with a scheduled start date earlier than today: For
manufacturers where production plan changes are common, or where production orders
may be delayed, it is of utmost importance to keep track of the date when each
production order was started, and even more so if they were not started. With this
release, each production order will keep both its expected completed date and its actual
start date. Previously, if a production order was delayed, Planning Optimization would
assume that it would be completed the same day.
With the addition of these features, most manufacturers will be able to move to Planning
Optimization. Refer to the fit analysis to identify which features you require from Planning
Optimization.
For more information about Planning Optimization, see the Master planning home page.

Procurement
Overview
Investments in the procurement and sourcing area continue to be targeted at making
organizations more resilient in their supply chain operations. In this release, the focus is on
protecting the accuracy and integrity of vendor bank account information.
Procurement and sourcing feature state updates for 10.0.32
Business value
Turning on features by default helps customers stay current with the latest procurement and
sourcing capabilities of Dynamics 365 Supply Chain Management.
Feature details

• Add lines to PO invoices associated with a purchase agreement: Lets you add lines to
a generated purchase order invoice prior to posting. This can be useful for adding a
service item to an invoice that was generated for a purchase order that is associated with
a purchase agreement.
• Allow vendors to apply for procurement categories through vendor collaboration: Allows
vendors to request a new procurement category.
• Bid submission success message: Displays a success message when bids are submitted.
• Clean up purchase-order update history: Lets you clean up temporary historical
records related to purchase order updates. It adds a new button, Clean up purchase
update history, to the action pane on the All purchase orders page.
• Disable Purchase Requisition Distribution Reset Button: This Accounting
Distribution page feature disables the Reset button for purchase requisitions that are in
review.
• Purchasing cXML enhancements
• RFQ questions and answers
• RFQ reference link added to PO


• Check unit precision for not-stocked items: Check unit precision for not-stocked items.
• Default broker contract tax information on vendor invoice lines: Introduces logic to
set default values for the Sales tax and Item sales tax fields on broker contract vendor
invoice lines. This logic is applied only when the charge type on the broker contract line
is ledger/ledger. The item sales tax group will take its default value either from the
brokerage procurement category (if it's set up) or from the charge type. The sales tax
group will take its default value from the vendor account.
• Enable vendor collaboration certification management: Allows vendors to add, edit,
or remove certifications related to their company through the Vendor collaboration
workspace.
• Maintain vendor bank information using vendor collaboration workspace: Lets
vendors use the Vendor collaboration workspace to enter information that their
customers will use for electronic payments. You can see the information that vendors
entered using a new inquiry page. After the information has been reviewed and
validated, the records can be marked as reviewed.
• Post registered quantities of stocked products and remainders of not-stocked
products for receipts and vendor invoices: Changes how quantities of not-stocked
products (such as services) are posted when processing vendor invoices and inbound
shipments against purchase orders. The Registered and services quantity option now
works as the Registered quantity and not-stocked products option and aligns with the
similarly named option already available for posting quantities for sales packing slips.
• Purchase agreement matching policy: Lets you define a matching policy on the
purchase agreement that all associated documents will adhere to.
• Purchase order delivery date: Enables the ability to calculate delivery dates.
• Purchasing card processing: Lets you track purchases and expenses that your agency
incurs while using purchasing cards.
• Put vendor on hold for purchase orders: Lets you put a vendor on hold for purchase
orders. It adds a new Purchase order hold type that marks a vendor as on hold for
purchase orders. You won't be able to create new purchase orders for vendors that are
on hold for purchase orders, but you will still be able to proceed with any open invoices
or payments for those vendors.
• Sealed bidding for RFQs
• Synchronize tracking dimensions on intercompany sales and purchase order lines:
Lets you control whether serial and batch number tracking dimensions are synchronized
across intercompany sales and purchase order lines. It adds new settings to both the
Purchase order policies and Sales order policies tabs of the Intercompany setup page

for customers and vendors. It also updates the names of a few related, nearby settings
for clarity. If you are using warehouse management processes (WMS), then be aware that
this feature will only synchronize batch and serial numbers when those dimensions are
above location in the target destination reservation hierarchy.

• Limit the number of purchase order lines per batch task: Helps you optimize system
performance when posting confirmations and product receipts by limiting the number of
purchase order lines processed by each batch task.
• Request for quotation amendment and cancellation email framework options: Lets
you send RFQ amendment and RFQ cancelation emails using either SSRS reports or the
email distributor framework. This feature adds new settings to both the Amendment and
Cancelation field groups on the Request for quotation tab of the Procurement and
sourcing parameters page. When this feature is enabled, the new Send email using
options become available and let you set a preferred way of sending emails. Select the
SSRS report option to send an email while generating the SSRS report (this is the default
setting). This option should be used if only a few people should receive the email or if
the report should be delivered as an attachment to the email. Select the Email distributor
option to send an email using the email distributor framework. With the Email distributor
option, the email can be monitored in the batch email sending status. This option should
be used when sending emails to many recipients. When using the Email distributor
option, the report can't be sent as an attachment. Without this feature, the system always
sends email while generating the SSRS report.
Improve security for vendor bank account information updates
Business value
Legal compliance and protecting supplier's bank account information against fraud are two
of the most important requirements for any organization. One of the best ways to prevent
fraud is to implement the right controls for managing changes. The new vendor bank
account information approval workflow makes it more difficult for employees to commit
fraud and enables financial controllers and auditors to oversee the accuracy of each
supplier's bank account information.

Feature details
The vendor bank approval workflow in Dynamics 365 Supply Chain Management ensures
that bank data submitted by suppliers is secure, financially compliant, and protected against
fraud. Businesses can evaluate and approve any incoming changes to a supplier's bank
account information and make sure the provided bank details meet their organization's
standards and policies. This helps reduce the risk of fraud by detecting and preventing
unapproved changes.
When you enable the vendor bank account workflow, any changes submitted for specific
bank-details fields will be sent through the workflow for approval. You can configure
approval triggers and decide whether to invoke the approval workflow when a supplier’s
bank details are created, changed, or both.

Overview
Product information management enables companies to centrally manage information about
configurations, documentation, and identifiers needed for supporting key business
processes. Investments in this area continue to focus on driving efficiencies for companies
managing large product portfolios across large organizations.
The enhancements in this release wave let companies share released product data across
legal entities, which reduces data duplication and simplifies maintenance.
Share product information across legal entity boundaries
Business value
Companies with many legal entities and a large product portfolio (such as large sales and
distribution networks) often experience a significant level of duplicated product data. This
feature lets you share released product data across legal entities, thereby reducing the
volume of data that must be maintained while simplifying the task of maintaining product
master data.

Feature details
Cross-company data sharing lets you share released product data among some or all of your
legal entities. This enables you to manage just one product record and then release and
share it with all specified legal entities.
Keeping a single record simplifies data maintenance. For example, you might share product
data between all legal entities that purchase, produce, distribute, or sell the product. Each
product can then be released just once to make it visible to all the legal entities that share it.
Subsequent updates to the product will also be shared and visible to all those legal entities
without duplicating the product-related information.
You can also share specific product data by specifying precisely which tables and fields to
share. A template is provided to help simplify the management experience.
Product information management feature state updates for 10.0.32
Business value
Turning on features by default helps customers stay current with the latest product
information management capabilities of Dynamics 365 Supply Chain Management.
Feature details

• Country of origin management feature
• Enable change management on existing products
• Engineering notifications for production: When a product is changed in engineering, it
might be important to notify production about those changes. In that way, production
workers can take appropriate action, such as component substitution, bill of materials
(BOM) replacement, or route replacement. This feature lets you notify production about
changes to products that are being produced.
• Improved attribute inheritance for Engineering Change Management: Simplifies the
management of attributes for finished goods or intermediate items. When this feature is
turned on, it's easier to identify all the attributes that belong to an item, and you can
select the attributes that should be propagated from that item to its parent item. This
feature is useful when, for example, one component of a finished good is fragile, toxic, or
flammable, because you can easily identify the fragile, toxic, or flammable attribute and
propagate it to the finished good.

• Product readiness checks

• Variant generation for engineering products

• Clean up product attribute values: Adds a periodic task called Clean up product
attribute values, which cleans up product attribute value records that are no longer
associated with any product via a product category.
• Engineering Change Management
• Manage changes to formulas and their ingredients
• Populate product attribute values: Adds a periodic task that is named Populate product
attribute values. This new periodic task creates missing product attribute value records
for attributes that are associated with products via a product category.
Overview
The warehouse management solution in Dynamics 365 Supply Chain Management provides
a rich and flexible set of capabilities that can be combined and configured to support many
warehouse layouts and operational scenarios
The enhancements in this release focus on simplifying the configuration experience, reducing
implementation time, and providing insights into the performance and usage of the
warehouse management system. Warehouse workers using the Warehouse Management
mobile app will experience usability and productivity enhancements, improved GS1 barcode
support, improved packing functionality, support for iOS devices, and more.
Optimize performance of internal movements in warehouse
Business value
Businesses that use batch or serial tracked items require warehouse processing that is both
fast and effective. The capabilities added by this feature improve the performance of all
warehouse movements, including batch and serial tracked items, thereby improving the
speed and efficiency of warehouse workers processing warehousing tasks.

Feature details
A new tiered approach to handling batch and serial tracked items improves the ability of the
warehouse management system to track internal movements. This improves performance
and enables warehouse workers to be fast and effective when processing any warehouse
movement task for all types of items, including those that are tracked by batch or serial
number.
This feature replaces the previous type of inventory transaction with a new type, which
targets operations that process internal warehouse movements without financial impact.
Pack shipments with speed and resilience
Business value
Businesses that ship large items or have large packing areas need to provide warehouse
workers with a highly responsive mobile application that allows flexibility when it comes to
running packing operations. The Warehouse Management mobile app for Dynamics 365
Supply Chain Management now lets workers on the warehouse floor pack and close the last
container in a shipment without waiting for the back-end system to process a sales packing
slip, which makes the packing process faster and more resilient.
Feature details
This feature lets warehouse workers work more quickly and move on to their next task
immediately. It builds on the Pack shipments with the Warehouse Management mobile app
feature (released last year), which enables warehouse workers to manage and register
packing work using a mobile device, thereby adding flexibility for workers shipping large
items or working in large packing areas.

Screenshot of mobile device container packing policies.
Run the Warehouse Management mobile app on iOS devices
Users, automatically Jan 2023 Apr 2023
Business value
Companies that have standardized on using Apple iOS as their mobile platform, or that are
already using iOS-powered mobile devices, can now leverage this investment when
implementing Dynamics 365 Supply Chain Management for their warehouse operations. The
Warehouse Management mobile app for Supply Chain Management is now available for iOS
in addition to Microsoft Windows and Google Android platforms.
Feature details
The Warehouse Management mobile app is now available for Apple iOS devices such as
iPads and iPhones. It empowers warehouse workers to complete warehouse tasks and
connects directly to your Dynamics 365 Supply Chain Management environment. Using the
Warehouse Management mobile app, workers can complete material handling, receiving,
picking, putaway, cycle counting, production tasks, and more, directly from the warehouse
floor.
Warehouse management feature state updates for 10.0.32

Business value
Turning on features by default helps customers stay current with the latest warehouse
management capabilities of Dynamics 365 Supply Chain Management.
Feature details

• Cross-docking templates with location directives: Lets you use location directives to
help determine the best location to move cross-docking inventory to. To set this up,
assign a directive code to each relevant cross-docking template. Each directive code
identifies a unique location directive.
• Deferred put - container: Extends the deferred processing functionality for work that
uses containers.
• Disable expected receipts from quality orders that sample blocked inventory:
Prevents the system from creating expected receipt transactions for quality orders that
sample inventory with a blocking status.
• License plate receiving history: Logs all license plates registered through the menu
items License plate receiving and License plate receiving and put-away. Each record
stores the license plate ID, load and shipment information, the date and time of
receiving, and the user ID of the worker who handled the license plate. This information
is displayed on the License plate receiving history page.
• Manual shipment consolidation: The manual consolidation of shipments is a time-
driven requirement. Some shipments get consolidated at release to warehouse, while
some should be consolidated when they are already at the dock.
• Maximum execution time for the warehouse management on-hand entries cleanup
job
• Validate templates selected for replenishment jobs: Helps ensure that users select
valid replenishment templates when setting up a replenishment job. This feature
prevents users from creating a replenishment job without a template and from selecting
templates of type Wave demand, which won't create any replenishment work and may
take a long time to process.
• Use faster API for containers closing/reopening on packing station: Creates
inventory transactions related to containers using a new lightweight process to improve
the performance of closing or reopening containers during manual packing station
processing.


• Allow editing of physical dimension for a released product and its handling unit:
Allow editing of physical dimensions for a released product and its handling unit.
Changes will be synchronized back to the corresponding values on the released product.
Changes to the gross weight will set the net weight on the released product to the gross
weight less tare weight.
• Auto update shipment
• Change the error to a warning when releasing a load where sufficient quantity isn't
available: This feature lets you change the error to a warning when a user tries to release
a load for an order where sufficient quantity isn't available.
• Enhanced parser for GS1 barcodes: Enables an enhanced parser for GS1 symbol data.
The parser implements the GS1 General Specification algorithm for parsing GS1 symbols
and includes stronger validations of data correctness.
• Evaluate work header breaks before work header maximums during work creation:
Enables more optimal work header grouping during work creation, which can lead to a
smaller number of created work headers. This is accomplished by changing the order in
which the work header maximums and work header breaks are evaluated during work
creation. When this feature is enabled, the work header breaks will be evaluated before
the work header maximums.
• Include Confirmed ship and Confirmed receipt dates into date filters on Load planning
workbench: Expands the existing filtering capability of the Ship date and Receipt date
fields on the Load Planning Workbench page to include the sales order line's Confirmed
ship and Confirmed receipt dates to determine lines to add to a load. If those dates are
blank, order lines will be filtered based on the Requested ship and Requested receipt
dates, respectively.
• Item consolidation location utilization: The new location utilization page enables
warehouse managers to view and filter the volumetric use of locations across the
warehouse. If necessary, managers can select locations and create inventory movement
work straight from the page to consolidate items, thereby making better use of
warehouse space.
• License plate receiving enhancements
• License plate validation on source document lines
• Line reservation enhancements for the batch number reservation form feature
• Location directive inventory picking aging
• Manual transfer line picking service for admin or similar trusted users: Allows
administrators to manually pick inventory transactions related to transfer lines, including
lines that have already been released to warehouse.
• New load planning workbench pages: Enables two new load planning workbench
pages—Inbound load planning workbench and Outbound load planning workbench.

• Organization wide wave step code: Enables the wave step code feature for all legal
entities. The wave step code feature ensures that wave step codes are no longer based
on free text but on codes stored in a dedicated table. Going forward, users must select
between predefined wave step codes when using wave step codes to link specific wave
method instances with their corresponding templates.
• Organization-wide "Schedule work creation" wave method: On enabling this feature,
the Schedule work creation wave method will be configured to run in parallel across all
legal entities. Several additional settings will also be affected.
• Organization-wide system directed work sequencing: System-directed work
sequencing makes it possible to sort and filter which work orders the system will present
to users for execution. This functionality solves scenarios where additional criteria are
required to drive the warehouse picking process (for example, based on ship time,
picking zone, location profile, or a combination of different criteria). This feature enables
the system-directed work sequencing feature for all legal entities within the organization.
• Outbound sorting
• Over receipt of load quantities: Lets you choose whether to allow or prevent over
receipt of inbound load quantities. Over receipts occur when a worker registers a
quantity that is greater than the remaining unregistered quantity for a selected load
(adjusted for over delivery percentage).
• Packaging product dimensions
• Packing work for packing stations
• Parent license plates cannot be target license plates: Enforces the use of a new target
license plate when processing picking work from a parent license plate. This applies to
sales, inventory movements, transfer issue, and production picking.
• Pick line grouping
• Purchase order quantity left to load calculation using registered quantities: With
this feature, the calculation of Quantity left to load for a purchase order line is replaced
with a view that shows the registered quantity marked with a load.
• Quality Management For Warehouse Processes.
• Replenishment over location capacity: Some high-volume or space-constrained
warehouses may need to ship more quantity of an item in a day than what will fit in the
picking location. Replenishment over location capacity allows all replenishment work to
be created that will be needed for the day and manages availability of the replenishment
work to ensure that the pick location doesn’t run out of inventory, but also doesn’t go
above capacity.
• Sales order packing slip corrections/cancellation transaction status change: With
this feature, the processing of a sales order packing slip cancellation/correction will cause
the inventory transaction status to become OnOrder when the transaction is not linked to
a warehouse management load line.

• Scale unit support for warehouse app work lists: This feature updates the way work
list configurations for the warehouse app are stored in the database using table names
instead of table IDs. Admins are still able to configure which fields are shown in the work
list, and there are no changes to the user interface.
• Scan GS1 barcodes
• Schedule work creation
• System directed cluster picking
• System directed work sequencing
• Warehouse management app data inquiry flow
• Warehouse management application - blank GTD: This feature is for Russian
localization only. It allows workers using the Warehouse Management mobile app to
leave Russian customs declaration numbers (GTDs) blank when needed. If the GTD
tracking dimension is set up to allow blank values, the system will accept blank values for
GTD for inventory operations provided on-hand inventory is available.
• Warehouse release rule
• Wave Load building feature
• Wave step code
• Work policy enhancements for inbound work
• Work split

• Options for updating the mode of delivery for sales order lines when creating
loads: Lets you use accounts receivable options to control whether sales order lines are
assigned a matching mode of transportation the first time you create a load for one or
more lines belonging to a sales order. This feature ensures that when you create a load
for a sales order line, the system will respect the accounts receivable setting for updating
lines based on sales order header changes.
• Options for validating ingredient batch expiration dates: This feature lets you choose
which date is used to validate the expiration of an ingredient batch when making a
physical reservation from a bill of material (BOM) or formula line.
• Reverse match feature: Reverse match for the settlement process.

Capture multiple GS1 label segments simultaneously
Business value
Workers at companies that use GS1 barcode labels to encode multiple pieces of information
into a single bar code label can now capture all this information with a single scan. This
enables workers to operate more efficiently when handling items in the warehouse.
Feature details
This feature builds on the existing GS1 barcode label support provided by the Warehouse
Management mobile app for Dynamics 365 Supply Chain Management. An important
innovation of the GS1 standard is its support for encoding several types of information into a
single barcode, and workers using the Warehouse Management mobile app can now capture
all this information with just one scan. This capability will help to improve the efficiency of
many inbound and outbound warehouse processing flows.
Improve worker efficiency with optimized mobile device screen layout
Business value
With labor and skills shortages impacting warehouse operations across many industries,
worker efficiency and productivity is a top concern. To address this, the Warehouse
Management mobile app for Dynamics 365 Supply Chain Management now provides
optimized screen layouts that make better use of product images to guide picking activities
and increase worker efficiency.
Feature details
The Warehouse Management mobile app improves worker effectiveness and efficiency by
providing the following usability enhancements:
• More key fields can be highlighted on the screen to help draw workers' attention to the
most important information more quickly.
• Item images, which help workers identify items more quickly, can be displayed as
thumbnails that workers can select to zoom in for more details when needed.

Optimize warehouse management implementation and maintenance
Admins, makers, marketers, or analysts, automatically May 2023 Jul 2023
Business value
Efficient implementation and maintenance experiences are key to running any successful
warehouse management system. Businesses require accurate and optimal system
configuration tools that also help to reduce training costs. Dynamics 365 Supply Chain
Management now provides a toolset that lets businesses bootstrap their initial warehouse
management setup while also helping them adjust the configuration with confidence as their
business needs change. New tools for monitoring, troubleshooting, and visualizing
warehouse processes will streamline the rapid implementation and configuration experience
while also reducing the time and expense associated with warehouse management
implementations.
Feature details
New capabilities of Dynamics 365 Supply Chain Management help warehouse managers to
set up, monitor, troubleshoot, and maintain their warehouse management system. The
system now includes tools that will help improve efficiency by enabling warehouse managers
to:
• Set up and configure Supply Chain Management through a business-focused user
experience supported by guardrails to ensure a quality outcome.
• Address and manage complex warehouse configurations using a simplified configuration
and maintenance experience built for efficiency.
• Verify their warehouse configuration using monitoring tools that ensure the smooth
operation of business processes.
• Make continuous or breakthrough warehouse configuration changes using change-
management tools that help managers adjust the system to adapt quickly to changing
business needs.
Optimize warehouse management processes
Business value
Optimizing the configuration of fundamental warehouse management processes is a key
factor for streamlining warehouse operations, reducing costs, and reducing errors. It gives

businesses a better understanding of their warehouse management system and helps make
warehouse operations more effective. The new toolset provided for Dynamics 365 Supply
Chain Management enables businesses to discover optimization opportunities related to
configuring and operating warehouses. New tools for monitoring, optimization, and
troubleshooting will improve visibility, support rapid implementation and maintenance, and
reduce the workload and cost associated with implementing warehouse management
processes (WMS) in Supply Chain Management.
Feature details
New optimization tools for Dynamics 365 Supply Chain Management enable warehouse
managers to manage and improve their warehouse management system. With these tools,
warehouse managers can:
• Monitor and evaluate warehouse quality, efficiency, and productivity through innovative
solutions for measuring configurational and operational effectiveness.
• Understand and optimize the warehouses management processes through easy-to-use
tools for viewing and monitoring the configuration and operation of the warehouse
management system.

Plan and prepare for Dynamics 365 Project Operations in

2023 release wave 1
overview and what's new and planned for Dynamics 365 Project Operations.
Overview
In one application, Dynamics 365 Project Operations connects your sales, resourcing, project
management, and finance teams so they can win more deals, accelerate delivery, empower
employees, and maximize profitability. The application provides the necessary visibility,
collaboration, and agility across the project lifecycle to drive success for project-centric
businesses. Powered by Microsoft Power Platform, customers are provided with an
unmatched set of capabilities that enable everyone to analyze, act, and automate across their
organization to transform their services business from the ground up. It's everything you
need to run your project operations, from deal management to financials, all in one
application.
For 2023 release wave 1, we're delivering functionally rich experiences in the following areas:
• Improve user experience and incorporate performance investments in project estimation,
sales processes, and project invoicing.
• Implement project budgeting and time-phased forecasting for Resource/Non-stocked
deployments of Project Operations.
• Use the improved notifications, approvals, and itemization support in the expense mobile
application.
• Use advanced cost and revenue deferrals with time and materials projects for stocked or
production-based scenarios.
• Allow cancellation of PO receipts with connected item requirements.
Back to Contents Dynamics 365 Project Operations 212

Investment areas
check out the release plan for Dynamics 365 Project Operations below:

release plan.

Get the most out of Project Operations
Licensing Improve your understanding of how to license Project Operations.
Product documentation Find documentation for Project Operations.
User community Engage with Project Operations experts and peers in the community.
Product trials Get started with Project Operations.
What's new and planned for Dynamics 365 Project Operations

Microsoft policy.


Cancel PO receipts with connected item Users by admins, makers, - Apr 2023
requirements or analysts
Use deferrals for stock or production Users by admins, makers, Apr 2023 Jun 2023
project scenarios or analysts
Project invoicing usability and Users by admins, makers, - Sep 2023

performance improvements or analysts
Leverage quote, win, contract creation Users by admins, makers, - Sep 2023
improvements or analysts
Project budget management and time- Users by admins, makers, - Sep 2023
phased forecasting or analysts
Use improved Expense mobile Users by admins, makers, - Sep 2023

application or analysts

automatically.
page.

Cancel PO receipts with connected item requirements
Business value
This feature provides a streamlined process for canceling product receipts that are
associated with project item requirements. Users can perform this action using the cancel
receipt function.
Feature details
When this feature is enabled, the system allows using the Product receipt cancellation
function for Project purchase orders that are associated with item requirements that have
not been invoiced. Upon selection, the system will:
• Cancel any posted item requirement packing slips and create posted project transaction
reversals. The original entry and reversal entry will be connected and not available for
further adjustments.
• Cancel the selected product receipt.
Use deferrals for stock or production project scenarios
Business value
There's an increasing trend within modern organizations to transform their business models
to sell project-based work and subscription-based services in a consolidated contractual
agreement. Dynamics 365 Finance has released new features to help manage subscription-
based services. These features include the ability to configure and use advanced cost and
revenue deferrals. With this update, Microsoft Dynamics 365 Project Operations for
production or stocked scenarios will support these features.
Feature details
This feature will include the following capabilities:
• Configuring cost and revenue deferrals for different project transaction types.
• Recording deferred cost and revenue to the project subledger.
• Adjusting project transactions with cost and revenue deferrals.

Advanced cost and revenue deferrals with Projects
Project invoicing usability and performance improvements
Business value
It is common for project-based companies to create an invoice for a large team that is
working on a project that has a recurring lifespan. Each invoicing period can involve
thousands of transactions across time, expense, and material usage activity for projects that
will need to be reviewed and confirmed before generating a customer-facing invoice. This
process of reviewing is an essential function to ensure a quick invoice and maintain healthy
operational metrics. Keeping a clean, intuitive, and performant experience for reviewing and
making corrections for the project manager will add strong business value to ensure the
smooth running of a service-centric practice.
Feature details
Key enhancements will include:
1. Usability investments to ensure that a Project Manager can:
o Review billing backlog for the next invoice cycle with lines and details and proposed
invoice total with the fewest clicks possible.
o Make edits to billable hours and chargeable aspects of transactions.
o Add transactions to the invoice when reviewing the invoice.
o Easily evaluate the impact of any of these changes on the amount to be invoiced.
2. Enhance the creation of proforma invoice entry points by improving the control and selection of
which transactions in the billing backlog are OK to get included on an invoice.

3. Leverage xMultiple paradigms and parallelize CRUD options in the invoicing context to improve
the scale and throughput of invoicing operations.
Leverage quote, win, contract creation improvements
Business value
Usability and performance improvements on Quotes and Contracts will empower
salespeople working on project proposals to create quotes with detailed estimates and
accurate pricing information quickly and easily. Updated form layouts and improvements to
editable grid experiences make it easy to change prices, hours, and resourcing mixes.
Understand the impact of these changes to the value, feasibility, and profitability of the bid.
Feature details
Key enhancements will include:
1. Limit the creation of chargeable roles and categories for every new contract line by moving to an
exception model.
2. Leverage xMultiple paradigms and parallelize CRUD options in the contract creation context to
improve the scale and throughput.
3. Continue usability improvements to Quotes to make it easy and intuitive to:
o Visualize key metrics like profitability and comparison to customer expectations.

o Update prices for specific roles and categories on a quote line.
o Complete the migration to editable grid experiences to be able to change values and
visualize the impact on key metrics.

Screenshot of the Quote summary page
Project budget management and time-phased forecasting
Business value
This feature provides better control over the status of spend and work progress and helps
project managers forecast trends for the future duration of the project.
Feature details
A project budget is a versioned snapshot of the financial estimation of time, expenses, and
materials required on the project. Project managers can create these snapshots at different
periods during the project lifecycle based on revisions and re-estimations of project scope
and work.
The latest snapshot represents the best-known scope of the project at any given time. All
tracking of spend and consumption will be tracked against the latest snapshot. Project

Operations adds this key capability to help the project manager get a clear view of how they
are tracking to their spending and progress targets. This provides the ability to add forecasts
based on current spending trends and follows these within a desired granularity of periods
configured using project calendars and working days. Comparison of actual spending to
budgeted and forecasted spending will help project managers come up with earned value
analysis for their project to understand the schedule and financial progress.
A project budget is a versioned snapshot of the financial estimation of time, expenses, and
materials required on the project. Project managers can create these snapshots at different
periods during the project lifecycle based on revisions and re-estimations of project scope
and work.
Use improved Expense mobile application
Business value
A business user can itemize expense entries, such as hotel costs, confirm expenses, and
receive expense related notifications on the go when using the Expense mobile application.
Feature details
Our new Expense mobile app will be further improved with the following capabilities:
• Expense itemization - when required by your expense policy, you can split the total
expense amount into the required breakdown, such as hotel day rate, fees, meals, etc.
• Review and approve expense reports that are submitted to you.
• Get notifications about the expense reports your manager has reviewed and require
action from you.

Expense mobile notification
Expense mobile approved reports

Plan and prepare for Finance and Operations cross-app

capabilities in 2023 release wave 1
overview and what's new and planned for Finance and Operations cross-app capabilities.
Overview
Finance and Operations cross-app capabilities apply to all Finance and Operations apps,
including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365
Commerce, and Dynamics 365 Project Operations.
To enable businesses everywhere to accelerate their digital transformation, we are
continuously enhancing the platform and services that support Finance and Operations apps
with new capabilities. As we add product enhancements, we deliver frequent updates that
help customers stay current in a consistent, predictable, and seamless manner. The key driver
for the new core capabilities is increasing productivity and return on investment.
Investment areas
One Dynamics One Platform

One Dynamics One Platform focuses on the convergence of Finance and Operations apps
with Dataverse, and enables customers to take full advantage of Power Platform with each
Finance and Operations app environment. These features improve the development,
administration, and user experiences by removing barriers, tightening integrations, and
enhancing cross-platform capabilities. In 2023 release wave 1, we will start enabling
developers to write business logic that spans both platforms (Finance and Operations apps
and Dataverse) in a transactional, consistent manner, enable them to create background jobs
in Dataverse, introduce IP-based cookie binding for apps, and improve performance of
virtual tables.
Back to Contents Finance and Operations cross-app capabilities 222

Cross-application features
This section of the release plan focuses on new capabilities and features that apply to all
Finance and Operations apps including Finance, Supply Chain Management, Human
Resources, Commerce, and Project Operations. These new capabilities include enhancements
to improve user productivity and improvements to the user experience in general.
The focus for this wave is on performance improvements and ensuring that customers have
the latest innovations in the areas of personalization and grids, including saved view support
for dialogs and workspaces, the ability to save filters to views on more page types, the ability
for users to set and change tile sizes on workspaces, and extended aggregation capabilities
in grids beyond showing totals. These changes allow customers and users to better optimize
their experiences to suit their needs and optimize their productivity.
check out the release plan for Finance and Operations cross-app capabilities below:

release plan.
What's new and planned for Finance and Operations cross-app

capabilities
Microsoft policy.

This section includes capabilities and features that apply to all Finance and Operations apps.

availability
View updates to client feature Users, automatically Jan 2023 Apr 2023
states with version 10.0.32

with Microsoft Power Platform, enabling customers to take full advantage of Power Platform
with each Finance and Operations environment.

availability
Improve virtual table performance Admins, makers, marketers, - Jun 2023

or analysts, automatically
Ensure consistency in service Users by admins, makers, or Feb 2023 Jun 2023
requests analysts
Simplify access to Dataverse by Users by admins, makers, or Feb 2023 Jun 2023
Finance and Operations apps analysts
Enable background jobs in Users by admins, makers, or Jun 2023 Jul 2023
Dataverse of One Batch analysts
Block cookie replay attacks with Users by admins, makers, or May 2023 Jul 2023
IP-based cookie binding analysts

automatically.

page.
Overview
This section of the release plan focuses on new capabilities and features that apply to all
Finance and Operations apps including Finance, Supply Chain Management, Human
Resources, Commerce, and Project Operations. These new capabilities include enhancements
to improve user productivity and improvements to the user experience in general.
The focus for this wave is on performance improvements and ensuring that customers have
the latest innovations in the areas of personalization and grids, including saved view support
for dialogs and workspaces, the ability to save filters to views on more page types, the ability
for users to set and change tile sizes on workspaces, and extended aggregation capabilities
in grids beyond showing totals. These changes allow customers and users to better optimize
their experiences to suit their needs and optimize their productivity.
View updates to client feature states with version 10.0.32
Business value
This information helps customers stay current on the latest client capabilities of Finance and
Operations apps.
Feature details
Mandatory features with the 10.0.32 release

• Saved views support for dialogs
• Allow queries to be saved to views on Task Single and Task Double pages
• Allow users to select and change tile sizes
• Streamline tabbing behavior in full-page forms
• Optimize loading of Action center notifications
Enabled-by-default features with the 10.0.32 release

• Saved views support for workspaces

• Enable system notification management

• Extended grid aggregation capabilities
• Saved views performance enhancement
Overview
with Microsoft Dataverse, and enables customers to take full advantage of the Power
Platform with each Finance and Operations app environment. These features improve the
development, administration, and user experiences by removing barriers, tightening
integrations, and enhancing cross-platform capabilities. In 2023 release wave 1, we will start
enabling developers to write business logic that spans both platforms (Finance and
Operations apps and Dataverse) in a transactional, consistent manner, enable them to create
background jobs in Dataverse, introduce IP-based cookie binding for apps, and improve
performance of virtual tables.
Improve virtual table performance
Admins, makers, marketers, or analysts, automatically - Jun 2023
Business value
This feature enables you to build performance apps and integrations against Microsoft
Dataverse virtual tables for Microsoft Dynamics 365 Finance and Operations apps.
Feature details
You can build more performant apps and integrations against Dataverse virtual tables for
Finance and Operations apps by reducing the latency in API responses between Dataverse
and the Finance and Operations platform.
Ensure consistency in service requests
Users by admins, makers, or analysts Feb 2023 Jun 2023
Business value
One Transaction provides transactional consistency between Finance and Operations apps
and Microsoft Dataverse, bringing the Finance and Operations platform and the Microsoft
Power Platform closer together in support of the One Dynamics One Platform efforts.

Feature details
Transactions originating in X++ and making calls to Dataverse through the
IOrganizationService API will be bound to a single transaction, enabling commits and
rollbacks to be consistent between the two platforms. Similarly, transactions originating in
Dataverse and making calls to Finance and Operations apps through virtual tables will
maintain transactional consistency.
Simplify access to Dataverse by Finance and Operations apps
Business value
This feature brings Finance and Operations closer together with Microsoft Power Platform.
Feature details
Application teams and ISVs creating Finance and Operations app packages need an API to
send requests from Finance and Operations apps to Microsoft Dataverse. For the Uno
experience, it must require as little configuration by the user as possible to enable access to
the API.
The scope of this feature is to streamline the experience of enabling access for Finance and
Operations apps to make requests to the IOrganizationService API. The Dataverse
environment administrator will have the ability to provide Finance and Operations apps with
admin access to send requests to the API of the Dataverse environment linked through the
Microsoft Power Platform integration.
The feature can be enabled at any point when the Power Platform integration is enabled for
the Finance and Operations environment. This includes during or after deployment in either
Microsoft Dynamics 365 Lifecycle Services or in the Power Platform admin center. In this
document we describe the user experience for enabling access to the API.
Enable background jobs in Dataverse of One Batch
Users by admins, makers, or analysts Jun 2023 Jul 2023
Business value
Finance and Operations customers will have the benefit of leveraging Power Automate to
schedule background jobs along with over 200 Microsoft Dataverse connectors. Providing
the ability to execute background jobs in Dataverse will enable low-code and professional
code developers to leverage the Async API pattern in Dataverse.

Feature details
In Phase 2 - Enable Background Jobs in Dataverse (FinOps) of One Batch, the
Background job capability will be enabled on Dataverse. Power Automate will be leveraged
for scheduling and orchestrating background jobs. This capability gets the platform ready for
onboarding Finance and Operations customers to use the Background job capabilities in
Dataverse.
Block cookie replay attacks with IP-based cookie binding
Business value
As an administrator, you'll be able to safeguard your Finance and Operations apps platform
from cookie replay attacks coming from different computers or IP addresses.
Feature details
You can stop cookie replay attacks by binding the IP address of the computer with a cookie
to block unauthorized access to Finance and Operations apps. You can apply this control
when needed to help keep your organization secure. This vulnerability can be exploited only
if the device is compromised or an adversary-in-the-middle attack happens, and the
browser’s valid cookie is copied by a malicious user. This valid cookie can be replayed until it
expires.
For example, a user copies a valid browser cookie from one computer using publicly
available tools and tries to replay the same cookie from a different computer using any
publicly available tool. The cookie IP binding feature will evaluate the IP address of the
cookie origin in real time and will prompt the user with a message if the IP address of the
cookie origin is different than the IP address of the request being made.
Today, cookie binding with an IP address doesn't exist, but in 2023 release wave 1,
administrators will be able to use cookie IP binding in Lifecycle Services for Microsoft
Dynamics 365 to block cookie replay attacks.

Human Resources
Plan and prepare for Dynamics 365 Human Resources in
2023 release wave 1
overview and what's new and planned for Dynamics 365 Human Resources.
Overview
The way we work and the workplace has fundamentally changed—and yet, for many
businesses, HR processes have not. Today people are connected via mobile devices, plugged
into their network, have higher career path expectations, and want to work for organizations
aligned with their values.
Legacy HCM systems are disconnected, and data is siloed across HR architectures, typically
made up of multiple vendor solutions. Many processes are still manual, and the employee
experience is disconnected. Employee disruption ultimately impacts the organization by
lacking product innovation, expensive operational errors, less satisfied customers, and
suboptimal financial results.
We aim to help you limit the number of manual processes and connect your employee
experiences. We also aim to bring systems together to ensure data is readily available and
not siloed. Our goal is to enable employees to focus on their work, inspire managers to help
employees grow, and help HR business partners focus on strategic areas of the organization.
For 2023 release wave 1, our themes are:
• Improve efficiency by limiting manual decisions and tasks for HR business partners,
managers, and employees.
• Expand the HCM ecosystem to include learning management system integration
through public APIs leveraging Dataverse along with expanding our payroll partner
network.
• Build better together experiences that cross the Dynamics 365 space.
Back to Contents Dynamics 365 Human Resources 229

Investment areas
Integrations and extensibility

Integrations and extensibility are critical for customers needing to fill in the white space of
their business processes. By leveraging Dataverse, public APIs are made available for
customers and partners to build out the integrations required to optimize HR business
processes.
In this wave, customers will be able to integrate with their learning management providers to
leverage learning enrollment and status within Dynamics 365. Customers will also be able to
leverage worker information in universal resource scheduling to ensure the right resources
are allocated to the right projects.
Benefits management
Benefits management provides a flexible solution that supports a wide variety of benefit
options. Human Resources also includes an easy-to-use employee experience that
showcases your benefit offerings.
This wave continues the investment in helping benefit administrators enroll employees or
confirm employee selections by quickly selecting and confirming benefits through different
data pivots and other custom filter criteria.
check out the release plan for Dynamics 365 Human Resources below:

release plan.


Get the most out of Human Resources
Licensing Improve your understanding of how to license Human Resources.
Product documentation Find documentation for Human Resources.
User community Engage with Human Resources experts and peers in the community.
Product trials Get started with Human Resources.

What's new and planned for Dynamics 365 Human Resources

Microsoft policy.
Benefits management
Benefits management supports various benefit options, including an easy-to-use employee
experience that showcases your benefit offerings.

Use bulk editing in benefits Users by admins, - Jun 2023

management administration makers, or analysts

See the new integrations and features that streamline custom integrations in Dynamics 365
Human Resources.

Get single view of training and other Users by admins, - Jul 2023
employee data from learning makers, or analysts
management providers
Enable resource management Users by admins, Jul 2023 Sep 2023

integration makers, or analysts



automatically.
page.
Benefits management
Overview
Benefits management provides a flexible solution that supports a wide variety of benefit
options. Human Resources also includes an easy-to-use employee experience that
showcases your benefit offerings.
This wave continues the investment in helping benefit administrators enroll employees or
confirm employee selections by quickly selecting and confirming benefits through different
data pivots and other custom filter criteria.
Use bulk editing in benefits management administration
Business value
This feature simplifies how benefits are managed by adding bulk editing capabilities as well
as enabling employees to more easily select their benefits in Dynamics 365 Human
Resources.
Feature details
Often, benefits administrators enroll employees or confirm the selections employees make
from the Employee self service workspace. Currently, the only way to do that is through the
Worker benefits update page on an employee-by-employee basis, which can be time-
consuming and repetitive. It can also be confusing to employees as to what benefits they
have selected.
This feature will help benefit administrators to:
• Create true benefit bundles for employees to select during the enrollment process.
• Determine a more precise benefit rate by expanding the number of decimal places.

• Quickly select and confirm the selection of all employee benefit enrollments.
• Look at different data pivots based on plan types and plan bundles and make bulk
selections based on those pivots.
• Look at flex credit allocations for applicable plans and quickly identify anomalies where
credits aren't completely allocated.
• Look at enrollment information based on custom criteria (filter based on a query) and
save those custom views as shortcuts.
Benefit bulk updates
Overview
Integrations and extensibility are critical for customers needing to fill in the white space of
their business processes. By leveraging Dataverse, public APIs are made available for
customers and partners to build out the integrations required to optimize HR business
processes.
In this wave, customers will be able to integrate with their learning management providers to
leverage learning enrollment and status within Dynamics. Customers will also be able to
leverage worker information in universal resource scheduling to ensure the right resources
are allocated to the right projects.

Get single view of training and other employee data from learning
management providers
Business value
With the continued globalization of workforces, the ability to assign, deliver, and track
employee training is becoming more of a challenge for companies than ever before. To bring
the utility of existing learning management systems closer to Dynamics 365 Human
Resources, we need to build integrations with partners. This feature fills a gap in functionality
by creating a centralized place to view training data alongside all other employee data.
Feature details
This new capability will enhance employee, manager, and HR business partner experiences
by bringing together all of the training data from partner learning management systems in a
single view, alongside all other employee data.
We will update the course capabilities in Human Resources to support virtual training along
with the traditional instructor-led training that is supported today. We will also create a set
of scenario-specific APIs in our integration platform, based on Microsoft Dataverse, that are
streamlined to enable partners to quickly create tight integrations with Human Resources.
This will enable an end-to-end scenario of assigning online training to an employee for
companies using a wide range of partner-learning management systems.
Features include:
• Setting up virtual courses with links to course content.
• Viewing courses by type and status in the employee self service workspace.
• Mass assignment of courses from multiple systems.
• Purpose-built learning APIs for integration.
Mass course assignment


Enable resource management integration
Users by admins, makers, or analysts Jul 2023 Sep 2023
Business value
This new capability enhances the resource manager's experience by bringing together all the
employee information around skills, time, and more in Human Resources so it can be used
when resourcing projects.
Feature details
Finding the right resources for a project can be challenging. The skills and availability of
resources are needed to make sure projects can be successfully executed. By integrating the
worker information from Dynamics 365 Human Resources into the universal resource
scheduler, resource managers within Project Operations can quickly and easily find the right
resources for projects without having to re-enter information.
This feature will enable resource managers to:
• View workers available for projects from Human Resources as bookable resources.
• Find or book resources by skills and certificates associated with the worker in Human
Resources.
• View the availability of the resources based on their time off in Human Resources.


Commerce
Plan and prepare for Dynamics 365 Commerce in 2023
release wave 1
overview and what's new and planned for Dynamics 365 Commerce.
Overview
Dynamics 365 Commerce is an end-to-end solution for delivering seamless commerce across
all retail channels. It encompasses sales, mobility, intelligence, and productivity to help
customer-facing businesses achieve more in a cloud-first, mobile-first way. The solution
offers comprehensive support to operate a broad range of business processes, including
point of sale (POS), call center, e-commerce, clienteling, merchandising, inventory, and
channel management, while providing a unified and immersive customer experience for B2B
and B2C engagements across physical and digital channels.
We are investing in many areas for Dynamics 365 Commerce as a part of 2023 release wave
1. Organizations can leverage Commerce to drive better business outcomes by:
• Engaging customers across channels: Give your customers or partners the option to
purchase when, how, and where they want—on any device—by delivering a frictionless
and consistent engagement across physical and digital channels.
• Building your e-commerce presence: Grow your business with a unified digital
commerce solution that scales to meet your needs and is optimized for both business
(B2B) and consumer (B2C) sales.
• Enabling AI-driven intelligent commerce: Delight your customers with engaging,
personalized, and item-based AI-powered recommendations discovery experiences to
increase repeat visits, customer retention, and loyalty.
• Modernizing retail stores and streamlining operations: Create personalized and
friction-free retail commerce experiences through user-friendly applications powered by
robust back-office operations.
• Gaining agility and scalability through a natively headless solution: Support
traditional and emerging channels by using an agile, API-driven headless commerce
engine to help adapt to current and emerging needs. Employ a configurable and
extensible platform that expands and grows to fit your business needs.
Back to Contents Dynamics 365 Commerce 237

Key features for this release include:

• New B2B e-commerce capabilities: Distributers can be modeled as sellers for B2B
buying, B2B fulfillment dashboard for distributers, and improvements to the B2B signup
flow.
• Optimized payment processing workflows for POS: Cashiers will benefit from a
simplified UI for accepting payments at checkout that are consistent across payment
types.
• Support for asynchronous payment methods: Infrastructure investment enables
asynchronous payment methods such as "buy now, pay later" provided by popular
payment providers.
• New network health checks for POS: Diagnose network-related issues and maximize
POS uptime with new latency, connectivity, and memory health checks.
Investment areas
Store Commerce
Investments in this wave provide reliability and usability improvements for store workers in
Store Commerce on Windows, iOS, and Android devices.
Omnichannel Commerce
Investments in this release include enhancements to omnichannel payments and order
fulfillment with distributed order management.
Digital Commerce
Investments in this release streamline site management and design and add key features and
capabilities for your digital sales channels.
check out the release plan for Dynamics 365 Commerce below:


release plan.
Get the most out of Commerce
Licensing Improve your understanding of how to license Commerce.
Product documentation Find documentation for Commerce.

User community Engage with Commerce experts and peers in the community.
Product trials Get started with Commerce.
What's new and planned for Dynamics 365 Commerce

Microsoft policy.
Digital Commerce
Provide fully integrated e-commerce storefronts for both B2C and B2B customers.

Enable units of measure in e- Admins, makers, marketers, Apr 2023 Jun 2023
commerce or analysts, automatically
Improve the B2B buyer sign-up flow Admins, makers, marketers, May 2023 Jun 2023
Use selective site copy for CMS Admins, makers, marketers, Sep 2023 Sep 2023
content or analysts, automatically
Enable distributors to view orders to Users by admins, makers, or Jul 2023 Sep 2023
be fulfilled by them on the B2B analysts
dashboard
Host a B2B platform where Users by admins, makers, or Jul 2023 Sep 2023
distributors and buyers from retail analysts
outlets can place orders

Enable end-to-end omnichannel capabilities and unified back-office management and
operations.

availability
Enable asynchronous payment Users by admins, makers, or Jul 2023 Sep 2023
methods analysts
Store Commerce
Improve your store worker's effectiveness and ability to quickly and easily assist their
customers.

availability
Detect POS network and connectivity Users, automatically Mar 2023 Apr 2023
issues with health check

automatically.
page.
Digital Commerce
Overview
Investments in this release streamline site management and design and add key features and
capabilities for your digital sales channels.

Enable units of measure in e-commerce
Admins, makers, marketers, or analysts, automatically Apr 2023 Jun 2023
Business value
B2C and B2B customers expect to be able to purchase products in different units of measure,
for example, a single item or a 12-pack. Additionally, customers want to be able to view
prices per unit of measure for comparison purposes. Dynamics 365 Commerce will enable
such functionality, thereby giving sellers and buyers more options.
Feature details
For some products, sellers may want to set additional discounts for products in larger units
of measure. They also may need to display the price per the primary unit of measure (such as
a price per square foot or price per millimeter) side-by-side with a price of the product in a
different unit for comparison purposes.
E-commerce site displays a Ferpal rope product with multiple images and pricing information.

Improve the B2B buyer sign-up flow
Admins, makers, marketers, or analysts, automatically May 2023 Jun 2023
Business value
B2B buyers must be able to sign up for a B2B site in as seamless and effective a manner as
possible. Increasing the ease of the sign-up flow will address customer feedback and
contribute to increased adoption and improved sales while reducing overall support costs.
Feature details
Today, a potential business customer for a Commerce customer's business website must use
the new business buyer sign-up form to register their interest in becoming a customer and
then wait to be approved by the website owner. Once they are notified of approval, the
business customer must return to the website and use the user account creation experience
to create their password. This process can be confusing to business users. To streamline the
process, the business customer will be directly diverted to the password creation experience
so that they can complete their account sign-up in a single process.
Similarly, today, after a business customer administrator adds additional business users to
their e-commerce website, these new business customers must use the sign-up experience
to create new passwords. To streamline this process, these users will be diverted to a
password creation experience to complete their sign-up process.
Current B2B sign-up experience.
Use selective site copy for CMS content
Admins, makers, marketers, or analysts, automatically Sep 2023 Sep 2023

Business value
This feature in Dynamics 365 Commerce enables content authors to easily select the assets
they want to copy between development, user acceptance testing (UAT), and production
content management system (CMS) tenants. Selective copy augments the current site copy
behavior, which copies and overwrites all content, and enables only user-selected content to
be copied between environments. This capability saves time and simplifies common CMS
environment management tasks.
Feature details
Dynamics 365 Commerce content authors maintain separate CMS environments for
development, UAT, and production purposes. Over time, website and product media content
diverge within these environments, as users create or edit documents in one environment
but not in the others. Marketing and product media personas constantly update the
production site with updated media assets, pages, and other related site content. Meanwhile,
developers and testers modify or create new module and theme definitions to test in
development and UAT environments, often requiring separate CMS configurations and
content.
As different CMS environments for development, UAT, and production diverge over time
through normal activities, content authors periodically need to synchronize these deltas to
bring them back in line with one another. In some cases, the development or UAT
environments need content from production. In other cases, production needs content that
was created and tested in development or UAT. While Commerce CMS currently supports a
self-serve "all-or-nothing" copy behavior today, selective copy simplifies common content
synchronization tasks between development, UAT, and production CMS tenants.
Enable distributors to view orders to be fulfilled by them on the B2B dashboard
Business value
A B2B digital ordering platform hosted by a consumer-packaged goods (CPG) company or
manufacturer enables retail outlets to select a distributor and order items online. However,
it's possible that some of the items in the orders can't be fulfilled by the distributor, so the
distributor needs a way to accept or reject an order. Additionally, to prevent retail outlets
from placing orders on out-of-stock items, distributors need a way to define the availability
of the items they fulfill. Dynamics 365 Commerce will provide those capabilities in this
release wave.

Feature details
As a part of this feature, distributors are able to access a dashboard using the same B2B site
that they use to place orders to the CPG company or the manufacturer. The dashboard
enables the distributors to view the orders that are assigned to them for fulfillment, avoiding
the need to visit a different website or ERP system to view such orders. Additionally,
distributors can accept or reject orders so that the retail outlets can take a different action.
Distributors can also use this dashboard to update inventory information for the items they
fulfill.
Host a B2B platform where distributors and buyers from retail outlets can place
orders
Business value
It's common for consumer-packaged goods (CPG) companies and big manufacturers (host
organizations) to sell to retail outlets by using distributors. The retail outlets build a working
relationship with one or more distributors and purchase goods from them. These sales are
usually performed over the phone or email, with the use of spreadsheets. This method is not
only inefficient, but it also has a major drawback for host organizations in that they have no
visibility into the orders placed by the retail outlets. This new Dynamics 365 Commerce
feature helps maximize the efficiency of such transactions.
Feature details
With this feature, host organizations can host a B2B platform where both distributors and
buyers from retail outlets can place orders. Distributors place orders directly with the host
organization, while retail outlets select a distributor prior to placing an order. Distributors are
mapped to a unique online channel where they manage their assortment, pricing, and
inventory. Distributors are also mapped to the customer hierarchy associated with the retail
outlets. This mapping determines which outlets are connected with each distributor.
This new capability not only provides a digital ordering mechanism for retail outlets but also
provides the host organization with visibility into the demand of their products. By using
integration, the distributors can view and fulfill their orders from their own ERP systems.
Overview
Investments in this release include enhancements to omnichannel payments and order
fulfillment with distributed order management.

Enable asynchronous payment methods
Business value
Dynamics 365 Commerce provides infrastructure support for asynchronous payment
methods that enable the platform to interact across the lifespan of an order. This
infrastructure addition sets the framework for payment methods such as buy-now-pay-later
options that require asynchronous interaction to generate a payment request with service
approval and detailed order updates as the status of an order changes.
The infrastructure sets the framework for popular payment methods such as Klarna, Affirm,
and Afterpay, as well as for bank-to-bank transfer status interactions popular with business-
to-business (B2B) site payments.
Feature details
Asynchronous payment support will bring infrastructure updates that support payment
gateway webhook interactivity. The functionality supports the required payment status
interactions between order management and payment issuers. Detailed order line item
information is supplied to payment issuers to approve, update, and alter asynchronous
payment method requests. Asynchronous service requests will be managed at scale to
provide detailed information at high volume to payment gateway services.
The changes to the asynchronous payment methods infrastructure will enable Payment SDK
capabilities to support custom asynchronous payment methods. The feature will also enable
future product support for Adyen asynchronous payment methods like Klarna, Afterpay,
Affirm, and iDeal.

Asynchronous Payment Method support in Dynamics 365 Commerce
Store Commerce
Overview
Investments in this wave provide reliability and usability improvements for store workers in
Store Commerce on Windows, iOS, and Android devices.
Detect POS network and connectivity issues with health check
Users, automatically Mar 2023 Apr 2023
Business value
In a retail setting, downtime and performance issues with the point of sale (POS) have a
direct impact on customer satisfaction, sales associate morale, and sales conversions. When
such problems occur, it's critical that they are diagnosed and remedied as soon as possible.
New health check tests and features in the Dynamics 365 Commerce POS apps give sales
associates, managers, and IT staff the information they need to diagnose and resolve
network and connectivity issues.

Feature details
New tests in the POS health check operation provide key information about network and
performance-related health metrics. New tests include:
• Network latency test: Measures the latency between the POS terminal and the
Commerce Sale Unit it's connected to.
• Memory usage test: Determines how much RAM the POS is consuming currently and
tracks how it changes over time.
• Retail server connectivity: Confirms that the POS terminal can communicate with Retail
Server and the channel database.
Health check capabilities can be accessed directly from the Settings page in the POS. It's no
longer necessary to manually add the tile to a button grid to expose the operation. Access to
health check can be managed by role by disabling the Manage devices permission. When
the Manage devices permission is disabled for a role, users who are assigned to that role
will be prompted for manager approval when launching health check functionality.

Fraud Protection
Plan and prepare for Dynamics 365 Fraud Protection in
2023 release wave 1
overview and what's new and planned for Dynamics 365 Fraud Protection.
Overview
Microsoft Dynamics 365 Fraud Protection provides a 360-degree view of the fraud landscape
to partners and businesses and helps them discover and combat fraud efficiently and
effectively.
In this release, we are introducing an Assessments API that enables you to define your own
fraud event above and beyond the default events provided with Fraud Protection, such as
purchase protection and account protection. With this API, you can configure Fraud
Protection to protect against fraud events specific to your business.
Investment areas
check out the release plan for Dynamics 365 Fraud Protection below:

Back to Contents Dynamics 365 Fraud Protection 249

release plan.
Get the most out of Fraud Protection
Licensing Improve your understanding of how to license Fraud Protection.
Product documentation Find documentation for Fraud Protection.
User community Engage with Fraud Protection experts and peers in the community.
Product trials Get started with Fraud Protection.

What's new and planned for Dynamics 365 Fraud Protection

Microsoft policy.

Use assessments API for customized fraud Users, Feb 2023 Apr 2023
coverage automatically

automatically.
page.
Use assessments API for customized fraud coverage
Business value
This feature helps solve fraud at scale and protects the many inflection points in the end-to-
end e-commerce journey that financial institutions, merchants, and customers participate in

daily. Dynamics 365 Fraud Protection provides a new and rich way to define customized
fraud assessments tailored to a customer's specific business needs. With Assessments API,
customers can customize all of the same core fraud protection capabilities in the product
today. For example, a customer can customize risk scoring, rules, device fingerprinting, and
case management to meet the individual needs of their business.
Feature details
The assessments API offering improves a customer's ability to fight fraud significantly by
providing an à la carte way to define their customized fraud assessments that go beyond the
purchase, account creation, and account login scenarios currently supported in the product.
Customized fraud assessments can be created using a catalog of predefined templates or
from scratch using the new assessment wizard. This feature also introduces a more unified
product experience, greater consistency across our core fraud protection capabilities (for
example, risk scoring, rules stack, device fingerprinting, and case management), and product
performance and scale improvements.

SMB
Plan and prepare for Dynamics 365 Business Central in 2023
release wave 1
overview and what's new and planned for Dynamics 365 Business Central.
Overview
Business Central is a business management application for small and mid-sized organizations
that automates and streamlines business processes. Highly adaptable and rich with features,
Business Central enables companies to manage their finances, supply chain, manufacturing,
shipping, project management, services, and more. Companies can easily add functionality
that's relevant to their region of operation, and customize the app to support highly-
specialized industries. Business Central is fast to implement, easy to configure, and simplicity
guides innovations in product design, development, implementation, and usability.
2023 release wave 1 improves support for managing multiple companies, including
improvements to the intercompany features. This release reduces the time it takes to
onboard customers by creating seamless onboarding experiences that are supported by
quality content from Microsoft and our partners. We'll help organizations stay compliant
with various government regulations by providing features that automate regulatory tasks,
so organizations can focus on their primary business. For example, we'll add support for non-
deductible VAT in our W1 version and then, in phases, add it to Microsoft country versions
that support VAT. Usability is always a focus, and in this release we'll boost efficiency when
working with lists of records. You can personalize columns by adding any field from the
table, use bulk actions on multiple rows, and get more comprehensive views to work faster
and smarter.
We're investing in the productivity of developers and consultants by introducing Visual
Studio Code AL Explorer, which offers seamless collaboration on development through
GitHub and adds self-service capabilities for administrators who manage apps and
environments. We'll also enable our ISVs to perform transactions through the AppSource
marketplace.
Additional updates in 2023 release wave 1 include:
• Adapt faster with Microsoft Power Platform: It's easier to set up approval workflows in
Business Central so that people can be more productive by automating more of their
processes. Additionally, we're delivering sample apps to help Power Apps makers get
started faster.
• Application: In the financials area we're investing in intercompany capabilities and
enabling the possibility for general ledger settlement. All countries will be able to export
Back to Contents Dynamics 365 Business Central 253

SAF-T audit files. The supply chain capabilities in Business Central are improved with
several optimizations and enhancements that let you run your inventory and warehouse
processes more efficiently.
• Country and regional: More countries and regions are added to bring Business Central
to more than 100 countries and regions.
• Development: We've moved entirely to Visual Studio Code, where we continue to invest
in areas that enhance productivity for developers. For example, Visual Studio Code Visual
Designers lets consultants create simple, per-customer extensions. Developers are also
getting better compiler resource management and code analyzer performance. We're
modernizing the permissions system to make it easier for developers to define and
maintain permissions that are easy to understand.
• Governance and administration: Business Central delivers a set of additional self-
service features to help administrators manage their environments.
• Legislation: This release enables support for non-deductible VAT in the W1 version,
which we'll upgrade to country versions in upcoming minor releases.
• Onboarding: Organizations can get to productive use of the application faster thanks to
improved in-app guidance and user assistance.
• Productive with Microsoft 365: We're improving the efficiency of collaborative business
processes in Microsoft Teams.
• Reporting and data analysis: We're adding a new mode on list pages to enable users to
analyze and pivot data directly in the client.
• Service and platform: We're continuing to invest in the fundamentals of our service,
with a focus on performance, stability, resource governance, security, and compliance.
Investment areas
User experiences
Business Central offers a broad portfolio of user interfaces enabling our customers to work
with their data, from anywhere and on any device, including an installable desktop app,
browser web application, and mobile apps. Whether users need to enter data at high speed,

casually update their entries or analyze relational data, Business Central offers numerous
features that are easy to get started with and powerful when needed.
Every release includes enhancements to usability, accessibility, performance and reliability. In
2023 release wave 1, we boost efficiency when working with actions and lists of records. We
also empower customers and consultants to personalize the fields on a page by choosing
from existing table fields, reducing the time and effort to optimize their workspace.
Application
Application spans the functional capabilities of Business Central and contains the features
that help customers manage their businesses. In 2023 release wave 1, we're continuing to
modernize our financial and operations processes to give our customers more advanced
features as they grow their businesses.
Accounting processes for multiple companies
In the financial management area, we're focusing on making it easier to manage accounting
tasks for multiple companies in an intercompany setup. The Intercompany Postings feature
has been improved to make it easier to set up, get a better overview, and make the
intercompany transaction processes more seamless and flexible.
Accounting period-end processes and analysis
In addition to dimensions, you can add data for analytics using Statistical Accounts.
Statistical accounts let you enter numerical data for general ledger (G/L) transactions that
you can use for analyses.
When you manage the accounting for businesses that have a high volume of transactions,
it's now easier to get an overview of progress in the period-end process. The G/L
Settlement allows bookkeepers to apply general ledger entries during reconciliation tasks.
Inventory and warehouse scenarios
We're continuing to work on various aspects of our inventory features. We've improved the
set-up and demo data that we provide, made it simpler to configure inventory features, we
have a better data migration story, and we're continuing to make processes seamless in
different areas. For example, we're building out our warehouse and item tracking capabilities.
Continuous customer-requested improvements
This release also contains several features and feature enhancements that we implemented
in response to some great ideas that our community has submitted on our aka.ms/bcideas
page.
Development
Developers are in high demand, and we want to continue to attract and raise the
productivity of Business Central AL developers. We continue to focus on developing features
that enable developers to work more efficiently. We also empower consultants, citizen
developers, and users to do more to offload developers, increase agility, and lower cost of
changes.

In this release wave, we continue the investment in our Visual Studio Code experience by
adding visual abstractions on top of AL code, empowering developers and consultants to
easily get an overview of, and navigate across, all the AL objects in a workspace or project.
This helps understand the application boundaries better and easily jump to source or run
objects. Developers are getting better compiler resource management and code analyzer
performance, and the ability to attach with the normal debugger to user sessions. We also
empower AppSource publishers to release preview apps for select customers, have better
runtime package handling, and monetize their apps via AppSource Marketplace. Finally,
customers get the ability to add existing table fields to existing pages as no-code
personalization or customization.
Legislation
In 2023 release wave 1, we deliver legislation updates based on the most popular requests
for improvement in this area. We’re providing legislation automation and features that are
compliant with the various regulations set by government agencies, so users can focus on
their primary business. We plan to take a step toward standardizing functionality so that all
these improvements are delivered as standard capabilities across all supported countries and
regions where relevant.
The main focus of the legislative effort in this release wave is on non-deductible VAT in the
base application. Both features are available in some localizations but are required in almost
all regions. They will be standardized and made extendable so partners can easily extend
them if necessary.
Productive with Microsoft 365
People work smarter and teams perform better when business apps are combined with
productivity apps. Business Central seamlessly integrates with best-in-class Microsoft 365
apps and services such as Outlook, Excel, Word, OneDrive and Teams to bring data into the
flow of work.
2023 release wave 1 builds upon our collaborative apps story in Microsoft Teams to drive
broader product engagement and access to data across the organization.
• Respond to inquiries faster by attaching quotes and invoices from Outlook.
• Share, analyze, or bulk-edit records in Excel.
• Start a conversation about a record in Teams or rally the team around key datapoints.
• View, share, and co-author business documents using OneDrive for Business.
• Author beautiful reports and other templates in Word.
Onboarding
Organizations increasingly rely on out-of-the-box experiences when evaluating and
onboarding to new business solutions. With a powerful cross-industry and localized business
solution like Business Central this means the demo and setup data that is available out-of-
the-box is one size fits all. Partners can change this data and content to match the
expectations from a specific industry and domain, within which they are the specialists. While
partners are the experts in how to use Business Central within their domain, several elements

within Business Central can benefit from being sharpened to match the generic expectations
of a modern connected world. Users expect to be able to self-learn and self-onboard to a
larger extent than previously seen, where in the past classroom training was among the
most-used method for learning. Additionally, partners should have to do less work to bring
their customers up to a productive state of usage, as it brings down the total cost of
implementation, and aligns cost to the domain-specific added value.
Therefore, in the 2023 release wave 1, we are enriching many of the standard tooltips to
better aid self-learning users in understanding how to use Business Central. We will update
the look and feel of tooltips to present them in a modern way, and update the content of
many tooltips. This goes hand in hand with an update to localized master data like Chart of
Accounts for selected countries.
We also continue investments from previous waves on adding Connectivity Apps to the in-
product listing of core business productivity booster solutions from ISVs, so organizations
can realize the power of choosing a cloud solution and the connected experiences that are
expected.
Governance and administration
We are supplying administrators of Business Central with the tools they need to manage
their environment and apps. The goal is for administrators to be self-sufficient, able to solve
their customer needs, and handle a wide variety of administrative scenarios.
In this release we add even more capabilities to drive self-service and automation.
Administrators can transfer environments from one organization to another in a controlled
way while preserving the data. We will be adding options to manage updates to ISV apps
and will introduce the ability to manage per tenant extensions in the admin center in
addition to ISV apps. Idle sandbox environments will expire after 45 days of inactivity to free
up capacity for creating new environments. Administrators can choose to opt out of the
expiration period. We will enhance the tool that performs the migration of Business Central
data from on-premises to the cloud. Administrators will gain additional capabilities to deal
with customizations and the ability to include or exclude tables during the migration process.
Adapt faster with Microsoft Power Platform
In 2023 release wave 1, we continue to improve the way Business Central integrates with
Power Platform. We continue to offer features that make it easier for Business Central users
to get started and gain efficiency working with Power Platform.
In this release it will be easier to set up approval workflows from within Business Central,
helping users automate more of their processes and be more productive. Additionally, we
will deliver sample apps to help all Power App makers get started faster with their Power App
development. We will also make it easier to distribute enabled makers to build more
portable Power Apps and Power Automate flows by allowing flexibility for environments and
companies. This will enable both partners and customers to experience rich Power Apps and
Power Automate flows.

Country and regional

Expansion to more countries and regions is achieved through partner-led localization. Our
partners create relevant localization apps and publish them to AppSource. In combination
with the built-in language offerings, Business Central is available to serve customers in more
countries and regions worldwide.
More countries and regions are added to bring Business Central to more than 130 countries.
Additionally, Microsoft provides all regulatory feature updates to countries where Microsoft
is responsible for the localization.
check out the release plan for Dynamics 365 Business Central below:

release plan.

Get the most out of Business Central
Licensing Improve your understanding of how to license Business Central.
Product documentation Find documentation for Business Central.
User community Engage with Business Central experts and peers in the community.
Product trials Get started with Business Central.
What's new and planned for Dynamics 365 Business Central

Microsoft policy.

The 2023 release wave 1 improves Business Central integration with Power Platform to
increase productivity.

Use business events to notify and Users by admins, makers, or Apr 2023 -
trigger external systems analysts


Get started with more sample Users, automatically May 2023 -

Power Automate templates and
Power Apps
New approval workflow experience Users, automatically Mar 2023 Apr 2023
with Power Automate templates
Support dynamic environment and Users, automatically Apr 2023 May 2023
company in Power Platform
connector
Remove modification limits for Users, automatically Apr 2023 Jun 2023
triggering flows
Use Power Automate to post Users, automatically Apr 2023 Jun 2023
adaptive card or link to Business
Central record
Application
Application features are added to increase productivity, create better overviews, and enable
compliant accounting and reporting.

Adjust exchange rates easily, Users by admins, makers, or - Apr 2023

replace the built-in batch job analysts
Use different general ledger Users by admins, makers, or - Apr 2023

accounts for payables, receivables analysts
Avoid document number errors Users, automatically Mar 2023 Apr 2023
when you post item journals
Company Hub now lets admins add Users, automatically Mar 2023 Apr 2023
user-specific settings
Define content of created Users, automatically Mar 2023 Apr 2023

warehouse documents with filters


Intercompany posting setup Users, automatically Mar 2023 Apr 2023

supports more transaction types
and streamlines flows
Preview item journals before Users, automatically Mar 2023 Apr 2023
posting
Review general ledger accounts Users, automatically Mar 2023 Apr 2023
faster
Set up and sync master data across Users, automatically Mar 2023 Apr 2023
companies
Ship and receive non-inventory Users, automatically Mar 2023 Apr 2023
items on warehouse documents
Shopify connector becomes Users, automatically Mar 2023 Apr 2023

extensible
Synchronize returns, refunds from Users, automatically Mar 2023 Apr 2023
Shopify
Undo transfer shipments Users, automatically Mar 2023 Apr 2023

We added more countries in 2023 release wave 1, so Business Central is available in more
countries and regions globally.

Swedish localization delivered as Users, automatically Mar 2023 Apr 2023

extension
Supporting more countries and Users, automatically May 2023 Jun 2023
regions

Development
Tooling, product capabilities, and enhancements for Business Central are added in the 2023
release wave 1 to help developers be more productive.

AL Explorer and AL Home in Visual Admins, makers, marketers, Feb 2023 Apr 2023
Studio Code AL extension or analysts, automatically
Attach AL debugger to active Admins, makers, marketers, Mar 2023 Apr 2023
session or next session or analysts, automatically
Improved compiler resource Admins, makers, marketers, Mar 2023 Apr 2023
handling and faster code analyzers or analysts, automatically
Optimized runtime package Users, automatically Mar 2023 Apr 2023

generation for sharing
Provide Title and custom actions to Users, automatically Mar 2023 Apr 2023
Error dialogs
Control database locking behavior Admins, makers, marketers, Apr 2023 Apr 2023
AL-Go for GitHub - modern Admins, makers, marketers, Mar 2023 Apr 2023
DevOps for partners or analysts, automatically
ISVs can organize a preview for Admins, makers, marketers, Mar 2023 Apr 2023
their AppSource apps or analysts, automatically

See the new tools for Business Central admins and partners to manage environments and
apps in the 2023 release wave 1.

Experience improved app Admins, makers, marketers, Mar 2023 Apr 2023
management settings or analysts, automatically
Get an improved cloud migration Admins, makers, marketers, Mar 2023 Apr 2023
status overview or analysts, automatically


Include or exclude tables from Admins, makers, marketers, Mar 2023 Apr 2023
cloud migration or analysts, automatically
Transfer environments between Admins, makers, marketers, Mar 2023 Apr 2023
Azure AD tenants or analysts, automatically
Legislation
Business Central 2023 release wave 1 delivers a set of legislative capabilities to help
organizations meet the regulations set by government agencies.

Non-deductible, partly deductible Users, automatically Mar 2023 Apr 2023

VAT expands functionality
Audit file export eases SAF-T Users, automatically Apr 2023 May 2023
compliance
Onboarding
Organizations can get up and running with Business Central faster by leveraging better out-
of-the-box content of data and user assistance elements.

Easily find and install Payroll apps Users, automatically Mar 2023 Apr 2023
from within Business Central
Modern tooltips are easy to read Users, automatically Mar 2023 Apr 2023
and understand
Refresh of content to support Users, automatically Mar 2023 Apr 2023

modern tooltip UI


Further productivity improvement helping users working with Business Central and Microsoft
365 apps and services such as Outlook, Excel, Word, OneDrive, and Teams.

Experience enhanced adaptive Users, automatically - Apr 2023

cards in Teams
Configure security controls for Admins, makers, marketers, - Apr 2023

Teams cards or analysts, automatically
User experiences
The 2023 release wave 1 brings improvements to our user experiences that will help users
enter, update, and analyze data across Dynamics 365.

Add existing table fields to optimize Users by admins, makers, or Jun 2023 -
your pages analysts
Drag and drop files onto the file Users, automatically Jan 2023 Apr 2023
upload dialog
Access actions and navigation Users, automatically Feb 2023 Apr 2023
menu efficiently with keyboard
Get more productivity out of an Users, automatically Mar 2023 Apr 2023
optimized Action Bar on all app
pages
Get unblocked using actionable Users, automatically Mar 2023 Apr 2023
error messages in select application
areas
Tailor action bar to fit your needs Users, automatically Mar 2023 Apr 2023
on document lines
Copy and paste readable hyperlinks Users, automatically Mar 2023 Apr 2023


automatically.
page.
Overview
In 2023 release wave 1, we continue to improve the way Business Central integrates with
Power Platform. We continue to offer features that make it easier for Business Central users
to get started and gain efficiency working with Power Platform.
In this release it will be easier to set up approval workflows from within Business Central,
helping users automate more of their processes and be more productive. Additionally, we
will deliver sample apps to help all Power App makers get started faster with their Power App
development. We will also make it easier to distribute enabled makers to build more
portable Power Apps and Power Automate flows by allowing flexibility for environments and
companies. This will enable partners and customers to experience rich Power Apps and
Power Automate flows.
Use business events to notify and trigger external systems
Business value
Business events provide partners and customers a mechanism for notifying and triggering
their external systems from the Business Central application, so their systems can react and
perform actions in response. For example, they can use Power Automate to subscribe to
events on Business Central and react on other Dynamics 365 and partner (non-Microsoft)
applications.

Feature details
Business events provide more business context for changes that occur or actions that are
performed on Business Central. These changes and actions might involve data CUD
(create/update/delete) operations. They often occur or are performed within the familiar
business processes, such as “procure-to-pay,” “quote-to-cash,” and so on—the context of
which makes it easier for business users and citizen developers to use Power Automate to
react and perform actions on external systems in response.
Business events demo

For example, they can create a flow with a Dataverse connector and use the When an action
is performed trigger to select the Dynamics 365 Business Central catalog, Quote-to-Cash
category, and OnSalesInvoicePosted action/business event, so that the flow will be
triggered whenever a sales invoice is posted. The next steps in the flow can then be
performed to retrieve and process the invoice—for example, by sending it to a government-
regulated e-invoicing service.
Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions,
and giving feedback. Use the forum at https://aka.ms/bcideas.
Get started with more sample Power Automate templates and Power Apps
Users, automatically May 2023 -

Business value
Offering an easy way to get started with Power Platform integrated with Business Central is
essential for partners and app makers who are new to this area.
Feature details
Power Apps
Several new sample apps that demonstrate how to access data in Business Central and how
to fulfill business scenarios using Power Apps have been added to the samples gallery, which
is accessible via GitHub. Partners and app makers can easily access these apps and add to
their chosen Dataverse environment. These samples come with instructions about how to set
up, connect, and use them.
Power Automate
Several new templates for instant Power Automate flows have been added to the flow
template gallery, which is now available from within Business Central. It's now easier to get
inspired or start building your own automation flows based on the Power Automate samples
provided with Business Central.

New approval workflow experience with Power Automate templates
Business value
Advanced and flexible approval workflows don't need to be complex. Business owners or
decision makers can choose from multiple templates when they set up approval workflows in
Business Central.
Feature details
Business Central online customers who use Power Automate to run document approval
workflows are able to do so easily with this release. Several actions linked to workflow
approvals and Power Automate have been improved with additional support for selecting
one of many templates for each document type. Users and decisions makers can use Power
Automate to run approval and take advantage of the rich experience:
• Define workflows tied to a selected Business Central environment and company.
• Approve documents using mobile devices.

• Approve documents using Microsoft Teams.

• Support a chain of approvers and additional input.
New template samples for workflow approvals


Support dynamic environment and company in Power Platform connector
Users, automatically Apr 2023 May 2023
Business value
Building Power Apps or Power Automate flows that are easily portable and work between
environments helps partners and consultants use Power Platform when adapting Business
Central to the needs of small and medium-sized businesses.
Feature details
Creators can build Power Apps and Power Automate flows that are more portable between
environments or companies. This allows you to build apps and flows that can be packaged in

a solution and delivered to customers through Microsoft AppSource marketplace. Admins

can choose which environment they'll connect to.
Power Apps and variables


Remove modification limits for triggering flows
Business value
Processing large datasets in Power Automate or triggering automation when multiple rows
have been updated works smoothly, regardless of a business's size. Removing limitations
was the idea behind this feature.
Feature details
Until now, there were limits to the way that Power Automate flows and Dataverse Virtual
Tables were triggered when multiple rows were changed during a short period of time.
We’ve removed those limits, and updated the way the Power Automate connector
communicates with the Business Central API layer to open up for more advanced scenarios.



Use Power Automate to post adaptive card or link to Business Central record
Business value
Being able to blend Power Automate flows into conversations in Microsoft Teams allows for
enriching conversations with useful insights.
Feature details
We have introduced two new actions in the Business Central connector for Power Automate:
Get URL
• Generates a web client URL to a record.
• Requires standard parameters like environment, company, system ID, and the ID of the
page that will be referenced in the URL.
• The generated URL can be used with the Get Adaptive Card action described in the next
section.
• Enables scenarios in products such as Outlook and Teams where a clickable URL to a
specific record in Business Central is needed. For example, you want to send an email to
a colleague with actionable information and a link to a Business Central record.
Get Adaptive Card
• Creates an adaptive card for a provided URL. The card is delivered as a payload to be
used with a Teams connector or elsewhere.
• Reuses the adaptive card layout, content, and customizations known from the main
product.
• Respects the user permissions while accessing card details.
• Enables more scenarios for integration with Teams where a rich card displaying a
Business Central record is needed. For example, you want to post information and a link
to a new sales order to an internal Teams channel.

NOTE This capability applies only to Business Central online.
Power Automate action for adaptive cards

Application
Overview
Application spans the functional capabilities of Business Central and contains the features
that help customers manage their businesses. In 2023 release wave 1, we're continuing to
modernize our financial and operations processes to give our customers more advanced
features as they grow their businesses.
Accounting processes for multiple companies
In the financial management area, we're focusing on making it easier to manage accounting
tasks for multiple companies in an intercompany setup. The Intercompany Postings feature
has been improved to make it easier to set up, get a better overview, and make the
intercompany transaction processes more seamless and flexible.
Accounting period-end processes and analysis
In addition to dimensions, you can add data for analytics using Statistical Accounts.
Statistical accounts let you enter numerical data for general ledger (G/L) transactions that
you can use for analyses.

When you manage the accounting for businesses that have a high volume of transactions,
it's now easier to get an overview of progress in the period-end process. The G/L
Settlement allows bookkeepers to apply general ledger entries during reconciliation tasks.
Inventory and warehouse scenarios
We're continuing to work on various aspects of our inventory features. We've improved the
set-up and demo data that we provide, and made it simpler to configure inventory features.
We have a better data migration story, and we're continuing to make processes seamless in
different areas. For example, we're building out our warehouse and item tracking capabilities.
Continuous customer-requested improvements
This release also contains several features and feature enhancements that we implemented
in response to some great ideas that our community has submitted on our aka.ms/bcideas
page.
Adjust exchange rates easily, replace the built-in batch job
Business value
When companies operate in multiple countries or regions, it's important that they can do
business and run financial reports in more than one currency. Because exchange rates often
change, businesses must periodically update the rates in Business Central. This update gives
accountants additional control over how they adjust exchange rates. At the same time,
partners can now extend and customize the exchange rate adjustment to meet the needs of
specific industries or markets.
Feature details
You can now preview the effect that an exchange rate adjustment will have on posting
before you actually post by choosing the Preview action on the Adjust Exchange Rates
report request page. Specify if you want a detailed posting to the general ledger by entry or
a summarized posting by currency. Just pick the Summarize Entries field on the Adjust
Exchange Rates report. You can also specify how the adjustment will handle dimensions for
unrealized gains and losses postings by choosing one of the following options in the
Transfer Dimension Values field:
• Source Entry: G/L entries for unrealized gains and losses will have dimensions values
transferred from the entry being adjusted.
• By G/L Account: G/L entries for unrealized gains and losses will have dimensions values
transferred from the unrealized gains and losses G/L account's dimension settings source
entry.

• No Transfer: G/L entries for unrealized gains and losses won't have dimensions values.
NOTE This feature is currently available only for developers and can't be turned on in
production environments yet.

Use different general ledger accounts for payables, receivables
Business value
Sometimes businesses want to post payable and receivable transactions to a different
general ledger (G/L) account than the one that is specified on the customer or vendor
posting group—for example, in a case where a transaction is for a bad debt. Controllers can
define policies for posting these nonstandard transactions, and accountants can change
them during posting.
Feature details
You can enable alterations of default customer or vendor posting groups by choosing Allow
Alteration of Posting Group on the Sales and Receivable Setup and Service Mgt. Setup
pages for customer posting group changes, and the Purchases and Payables Setup page
for vendor posting group changes.
On the Customer Posting Groups or Vendor Posting Groups pages, you can specify the
posting groups to allow as substitutes by choosing Substitutions. Substitute posting groups
can replace the default customer or vendor posting group specified for a customer or
vendor.
After you set this up, you can pick among allowed substitute posting groups and change
customer or vendor posting groups when posting sales or purchase documents and journals.
Changed, non-default, customer or vendor posting groups are copied to posted documents
and journals, and payable or receivable G/L entries are posted to the G/L accounts specified
for the substitutes.
For example, when you apply an invoice and a payment that are posted with different
customer or vendor posting groups, resulting in different G/L accounts, Business Central
transfers amounts between the G/L accounts to balance them.
You'll also be able to run the Suggest Vendor Payments report using a vendor posting
group as a criteria for suggesting payments.

NOTE This feature is currently available only for developers and can't be turned on in
production environments yet.

Avoid document number errors when you post item journals
Business value
To avoid or fix errors related to the order of document numbers when you post item
journals, you can use the Renumber Document Numbers action before you post.
Feature details
On the Item Journals page, the Document No. field is editable so that you can specify
different document numbers for different journal lines, or the same document number for
related journal lines.
If a number series is specified in the No. Series field on the item journal batch, document
numbers for individual or grouped lines must be in sequential order when you post an item
journal. If they aren't, you can't post the journal. To avoid problems with posting, you can
use the Renumber Document Numbers action on the Item Journals page before you post
the journal. If related journal lines were grouped by document number before you used the
action, they'll stay grouped but might be assigned a different document number.
The Renumber Document Numbers action also works on filtered views.

Renumber Document Numbers


Company Hub now lets admins add user-specific settings
Business value
Company Hub gives an at-a-glance overview of multiple companies with metrics for each
company, making it easier to determine whether to take action.
Feature details
The improved Company Hub lets admins control which users can see which companies and
which metrics. Users can easily define which companies they want to use, in which order, and
which metrics display in their personalized view on Company Hub.


Define content of created warehouse documents with filters
Business value
You can provide more information for your warehouse team by defining filters on fields on
source document lines when you create inventory put-away, pick, and movement
documents. The additional information lets you be more specific about the actions to take in
the warehouse.
Feature details
We've added more filters to the Create Inventory Put-away/Pick/Mvt batch job. In
addition to the source document type and number, you can filter by location, item, job task,
and production order line. The extra filters let you be more specific when you create
inventory pick and put-away documents for the team in your warehouse.
You can also filter source document lines by date.
• Purchase orders and purchase return orders: The Planned Receipt Date of the purchase
line.
• Sales orders and sales return orders: The Shipment Date of the sales line.
• Job usage: The Planning Date of the job planning line.
• Outbound transfer orders: The Shipment Date of the transfer line.
• Inbound transfer orders: The Receipt Date of the transfer line.
• Production output: The Due Date of the production order line.
• Production consumption: The Due Date of the production order component line.
• Assembly consumption: The Due Date of the assembly line.

Create Inventory Put-away/Pick - Location filter
Create Inventory Put-Away/Pick - additional filters



Intercompany posting setup supports more transaction types and streamlines

flows
Business value
Intercompany posting lets you to manage accounting activities for multiple companies in a
group of companies. Setting up the workflows and relationships between the companies can
be complicated, so to make it easier to get started we've consolidated the various steps into
a single page. Plus, we've added a validation that helps you find any problems there might
be in your setup.
Feature details
Intercompany posting has a combined setup and overview page that links to the different
set-up and task pages. In the online version of Business Central, you can validate your
intercompany posting setup to determine whether you have incorrect or missing settings
across partner companies.
We've improved intercompany posting in the following ways:
• Manage your intercompany setup on one page that includes intercompany partners, an
intercompany chart of accounts, and intercompany dimensions.
• Handle bank transactions on the IC General Journals page.
• End-to-end flows are improved so that duplicated data doesn't require manual attention
in the 'no-changes' cases.
• The experience when working with the intercompany inbox and outbox is smoother and
Role Center cues are added to give an overview.
• IC general journals are included on the G/L Register page.
New Business Central customers can find the set-up page by searching for Intercompany
Setup. Existing customers with upgraded tenants can make the page available by turning on
Feature Update: Automatically accept intercompany general journal transactions on the
Feature Management page.


Preview item journals before posting
Business value
The Preview Posting action helps you avoid mistakes by giving you the chance to review the
types of entries that will be created when you post item journals or other inventory
documents before you commit the changes to your database.
Feature details
When you post item journals or other warehouse documents, such as inventory picks and
put-aways and warehouse shipments and receipts, you create different types of G/L entries.
The following are examples:
• Item entries
• G/L entries
• Value entries
• Warehouse entries
To avoid mistakes upfront, use the Preview Posting action on journals and documents to
review the types of entries that you'll create before you post them.
Item Journal - Posting Preview Action

Item Journal - Posting Preview page
Inventory Put-Away - Preview



Review general ledger accounts faster
Business value
During the process of closing a period it's often necessary to go through all transactions for
a G/L account to ensure they're correct. The G/L Review action makes the review process
faster and easier.
Feature details
To speed up the period-end process of reviewing and reconciling G/L accounts, you can
review the G/L entries for a given G/L account and mark the entries as Reviewed.
On the General Ledger Entries page, use the G/L Review action to review the entries. If
you're upgrading or have migrated a large number of G/L entries, you can limit the number
of entries to review. On the General Ledger Setup page, specify the date from which to
show entries in the G/L Reviewed Date field. Entries before that date are considered as
already reviewed. If you have a small number of old G/L entries that you don't need to
review, you can run the Set old G/L entries to reviewed background job to mark them as
reviewed in bulk.
The G/L Review action doesn't require double-entry bookkeeping to review all entries for a
given transaction, which makes it a flexible capability. You can also remove the review setting
if you've made a mistake.
NOTE To use the feature you must be assigned to the D365 GL REVIEW permission set.



Set up and sync master data across companies
Business value
Business Central makes it easy to move one company's setup to another company in the
same environment. You can also synchronize master data between the companies.
Feature details
This feature is intended for scenarios in which you want to move the setup in one company
to another company in the same environment. It's also built as a data synchronization engine
that lets you keep data in the companies synchronized after the initial move.
The following capabilities are added for managing master data:
• Moving master data works when a company subscribes to data from another company.
• You can define the tables and fields to synchronize. For more control over the
synchronization, you can filter on table records. You can also set up more advanced
synchronization couplings.
• Changes in the main company are immediately pulled to the receiving companies by the
job queue.
• Users in the receiving company can review synchronization logs.

Ship and receive non-inventory items on warehouse documents
Business value
Warehouse employees can ship and receive non-inventory items, such as insurance or cost,
on sales or purchase orders along with the physical goods on the orders.
Feature details
Sales and purchase orders often have various types of things on their lines. For example, they
might have general ledger items, accounts, and fixed assets. For configurations where you

handle physical goods in warehouse documents, such as inventory put-aways, warehouse

receipts, inventory picks, or warehouse shipments, you can also post some types of non-
inventory items. In the previous version, you had to post non-inventory items separately.
We're considering two scenarios:
• Post all non-inventory lines on the source document as soon as at least one non-
inventory item is posted by the warehouse document.
• Post non-inventory lines of the source document linked to the item via the Attached to
Line No. field when the item is posted by a warehouse document.
To start using this feature, on the Inventory Setup page, turn on the Non-Inventory Items
Posting Policy toggle.
NOTE
• We're still defining the list of non-inventory types. The current prioritization is Comment
line types and Services and Non-Inventory types of items.
• Item charges are processed based on the item charge assignment and ignore the
Attached to Line No. field.
Purchase order



Shopify connector becomes extensible
Business value
Tailor Shopify Connector to address the specific needs of your business.
Feature details
Shopify Connector has been nonextensible, but we're changing that. We're offering a few
points of extensibility. We'll keep the number of points to a minimum so that we can follow
the rapid development on the Shopify side without introducing breaking changes.
We're opening for extensibility for specific scenarios, based on feedback from our partners
and customers. Please share your scenarios as comments to the following product
suggestion: Allow extensibility of the new Shopify Connector Extension.
For more details, please follow this repository on GitHub. Note that even though extensibility
is limited, you can submit improvements directly.
Event subscriber


Synchronize returns, refunds from Shopify
Business value
In an integration between Shopify and Business Central, it's important to be able to
synchronize as much business data as possible. That makes it easier to keep your financials
and inventory levels up to date in Business Central. We've expanded the data you can
synchronize to include returns and refunds that were recorded in Shopify Admin or Shopify
POS.
Feature details
The returns and refunds that you record in Shopify are imported to Business Central when
you synchronize orders.
The details about the feature are not yet defined. You can add your comments to the
product suggestion Shopify Refunds sync to Business Central.
Shopify return


Undo transfer shipments
Business value
Sometimes people post incorrect quantities on transfer orders. For example, you may have
made a transfer order with the incorrect number of items and then posted it as shipped, but
not received. This feature lets you undo the quantity posting, make the necessary
corrections, and then post the correct quantity.
Feature details
If you discover a mistake in a quantity after you've posted a transfer order, as long as the
shipment isn't received you can easily correct the quantity. On the Posted Transfer
Shipment page, the Undo Shipment action creates corrective lines:
• The value in the Quantity Shipped field is decreased by the quantity you've undone.
• The Qty. to Ship is increased by the quantity you've undone.
• The Correction checkbox is selected for the lines.
If the quantity was shipped in a warehouse shipment, a corrective line is created in the
posted warehouse shipment.
To complete the correction, reopen the transfer order, enter the correct quantity, and then
post the order. If you're using a warehouse shipment to ship the order, create and post a
new warehouse shipment.
NOTE
• You can't undo a posted transfer shipment if the item is reserved. To do that, you'll have
to cancel the reservation.
• You can't undo a transfer shipment line if there were receipts associated with the related
transfer order line. Therefore, you can't undo transfer shipments for transfer orders that
allow direct transfers.

Undo transfer shipment


Overview
Expansion to more countries and regions is achieved through partner-led localization. Our
partners create relevant localization apps and publish them to AppSource. In combination
with the built-in language offerings, Business Central is available to serve customers in more
countries and regions worldwide.
More countries and regions are added to bring Business Central to more than 130 countries.
Additionally, Microsoft provides all regulatory feature updates to countries where Microsoft
is responsible for the localization.

Swedish localization delivered as extension
Business value
With 2023 release wave 1, Swedish localization will be delivered as an extension.
Feature details
Swedish localization will be delivered as an extension. The solution will offer a data upgrade
from the old localization to the new one. This release is a step toward delocalization where
ISVs will be able to release their apps for a broader market.

Supporting more countries and regions
Users, automatically May 2023 Jun 2023
Business value
More countries and regions are added to bring Business Central to approximately 130
countries and regions.
Feature details
We're expanding to more countries/regions through partner-led localization. Our partners
create the relevant localization apps and publish them to AppSource. In combination with
the built-in language offerings, we are making Business Central online available to serve
customers in 130-plus countries and regions worldwide. In this release, we are planning to
expand Business Central to the following countries and regions:
• Andorra
• Armenia
• Azerbaijan
• Bahamas
• Bermuda
• Bolivia

• British Virgin Islands

• Cambodia
• Cameroon
• Cayman Islands
• Ethiopia
• Fiji
• Ghana
• Guernsey
• Isle of Man
• Jersey
• Kazakhstan
• Kosovo
• Liechtenstein
• Macau SAR
• Madagascar
• Malawi
• Mozambique
• Namibia
• Nepal
• San Marino
• Sao Tome & Principe
• Senegal
• Tanzania
• Uganda
• Zambia


Development
Overview
Developers are in high demand, and we want to continue to attract and raise the
productivity of Business Central AL developers. We continue to focus on developing features
that enable developers to work more efficiently. We also empower consultants, citizen
developers, and users to do more to offload developers, increase agility, and lower cost of
changes.
In this release wave, we continue the investment in our Visual Studio Code experience by
adding visual abstractions on top of AL code, empowering developers and consultants to
easily get an overview of, and navigate across, all the AL objects in a workspace or project.
This helps understand the application boundaries better and easily jump to source or run
objects. Developers are getting better compiler resource management and code analyzer
performance, and the ability to attach with the normal debugger to user sessions.
We also empower AppSource publishers to release preview apps for select customers, have
better runtime package handling, and monetize their apps via AppSource Marketplace.
Finally, customers get the ability to add existing table fields to existing pages as no-code
personalization or customization.
AL Explorer and AL Home in Visual Studio Code AL extension
Admins, makers, marketers, or analysts, automatically Feb 2023 Apr 2023
Business value
Over the last several releases we have made a remarkable transformation of our
development tools, to align them with the expectations of the worldwide community of
developers. Visual Studio Code, GitHub, and Application Insights are the tools used by
millions of developers worldwide, and they can now join the Business Central developer
community much easier, with less ramp-up time needed.
On the other hand, regardless of our efforts in scaling the developer community, the broader
trend shows that we won't be able to keep up with the demand in that area, so we need to
focus our efforts on increasing pro developer productivity as well as re-enabling consultants
to do more on their own, like in the classic C/SIDE RAD experience, with little to no
dependency on scarce pro developer resources or need to work directly in source code, and
still abiding to proper quality and continuous integration and continuous delivery (CI/CD)
processes.

Feature details
With the introduction of the AL Explorer, we are bringing a powerful tool to the hands of
pro developers and technical consultants, allowing both roles to explore, navigate, and
better understand objects in extensions, including object details, dependencies, and
extension points, without looking at the code. This increases daily productivity for developers
and allows technical consultants to understand high-level structures of extensions in order to
specify new features, or even do light troubleshooting.
It also introduces a foundation for future visual editors that can further improve productivity
and lower ramp-up time for new developers. In addition, it empowers technical consultants
to perform mock-ups and light modifications to Business Central without having to work
directly in code, but still be part of integrated CI/CD processes including pro developer
reviews, approvals, and automated test and deployment.
View, search, and filter objects

You can easily see an overview of all objects in a given app scope—for example, a whole
workspace or selected project—and you can search in object names, and group objects by
type.
View of all objects in selected app scope
Go to source code
For a selected object, you can quickly jump to source code, whether it's to develop, read, and
understand it, or whether it's to add breakpoints as part of troubleshooting.

Easily navigate to source for a given object in AL Explorer
Bookmark
You can bookmark objects used frequently to easily filter a list of objects to only the
bookmarked ones—for example, when navigating between those you currently work on.
Bookmarked objects in selected app scope
View extension points - events, APIs, and enums

To ease creating extension points and to extend existing ones, AL Explorer also allows fast
overview of all events and API pages as well as extensible enums that implement interfaces.

Overview of events in selected app scope
Overview of all API pages in selected app scope

Overview of all enums controlling interface implementations in the selected app scope
AL Home
Finally, the new AL Home startup page introduces a new communication channel, allowing
Business Central R&D to efficiently share news, best practices, upcoming events, urgent
information and status, learning content, and more to all users of the AL Visual Studio Code
extension.
AL Home allows Business Central R&D to efficiently share news, best practices, events, and
messages
Attach AL debugger to active session or next session
Admins, makers, marketers, or analysts, automatically Mar 2023 Apr 2023

Business value
The legacy C/AL debugger supported attaching to an existing session or to the next session
for a specific user. While this has been possible with the AL snapshot debugger for some
time, the standard, more powerful AL debugger in Visual Studio Code is still missing this
capability, and it's been a partner ask to fill this gap for a while. With the introduction of
service-to-service (S2S) authentication, this has become more important, since it's now much
harder to debug important web service scenarios, which are only possible with snapshot
debugger.
Feature details
Just as with the snapshot debugger, attach the standard AL debugger to either an existing
running session or to the next session for the specific user. In both cases, this is set up by
defining a session ID or user ID in the launch.json configuration file for publish and debug.
The following image shows a mock-up of how this might be supported similar to snapshots,
by allowing you to specify a session ID to attach to an existing session, or a user ID to attach
to the next session for that user.
Use launch.json to attach to specific session ID or next session for specific user ID


Improved compiler resource handling and faster code analyzers
Business value
Boost productivity of Business Central developers by improving performance of compilation,
code analyzing, and individual code analyzer rules.
Feature details
Developers often experience reduced responsiveness and delayed results when using static
code analysis tools (AL cops) to find diagnostic issues. This can be annoying and affect their
productivity, as they cannot react faster on the issues detected in the code. With this release
we're planning to improve the performance of the compiler and code analyzer framework, as
well as optimize inefficient code analyzer rules—all to boost developer productivity.


Optimized runtime package generation for sharing
Business value
Whenever partners want to consume AppSource apps as part of local development, or
continuous integration and continuous delivery (CI/CD) pipelines, they need to contact app
owners to request runtime packages. This is a manual and time-consuming process both for
publishers and resellers and includes additional work for publishers to generate appropriate
runtime package versions. Given the increase of both AppSource app customers and amount
of AppSource apps per customer, optimizing runtime package generation and distribution is
important in reducing partner overhead and scale resources efficiently.

Feature details
While requested, this feature does not introduce a new runtime package cloud service for
partners to manage and share runtime libraries. Instead, it focuses on defining a
standardized format for sharing runtime packages by providing the ability to generate
runtime packages with alc.exe instead of an NST. Using alc.exe reduces complexity and
improves performance and it adds CI/CD scripts both for publishers to generate runtime
packages on demand and for resellers to request and download these on demand. These
tools increase efficiency and reduce manual work. Taking this approach also allows
publishers to distribute apps for on-premises, aligning support resellers both for on-
premises and cloud development.


Provide Title and custom actions to Error dialogs
Business value
To help users get unblocked from issues when working with Business Central, we've
introduced the capability to allow developers to unblock users when they encounter issues
right away by choosing a corrective action. Making error messages more user-friendly helps
build trust in Business Central while at the same time saving time in correcting common
issues.
Feature details
Developers can now set the Title property on Error dialogs that are presented to the user to
enrich issue description. On top of that, using the ErrorInfo object, developers can add up to
three custom actions that will be displayed on the Error dialog to provide users with
corrective actions. This can be achieved by calling the AddAction method on the ErrorInfo
object, which can be passed to AL methods that support ErrorInfo such as Error, TestField,
FieldError, and others.

The AddAction method accepts three parameters:

• Caption: The text string that appears as the caption of the action in the error UI.
• CodeunitID: The ID of the Codeunit to run when the action is initiated from the error UI.
The codeunit should contain at least one global method to be called by the error action.
The global method must have an ErrorInfo data type parameter for accepting the
ErrorInfo object.
• Method Name: The name of the method in the Codeunit, which is specified by the
CodeunitID parameter, that you want to run for the action.

Control database locking behavior
Admins, makers, marketers, or analysts, automatically Apr 2023 Apr 2023
Business value
Database locking is a main root cause for performance issues. When AL code takes fewer
locks, it increases the performance of the system for end users.
Feature details
By default, the runtime of Business Central automatically determines the isolation levels used
when querying the database. AL developers can now explicitly control the database isolation
level on individual reads on a record instance.
A new ReadIsolation method has been introduced on the record data type. The method has
the following syntax:
al
rec.ReadIsolation := IsolationLevel::<enum value>
The method can also be invoked using property access syntax.

The following table describes the possible IsolationLevel values:
Value Description
Default Follows the table's isolation level for reads; same behavior as not setting an
IsolationLevel.

Value Description
ReadUncommitted Allows the record to read data that has been modified by other transactions but
not yet committed (also called dirty reads). A ReadUncommitted transaction
takes no locks and ignores locks from other transactions.
RepeatableRead Ensures that reads stay stable for the life of the current transaction. Until the
current transaction completes, the record can't read data that has been
modified but not yet committed by other transactions and other transactions
can't modify data that has been read by the current transaction.
UpdLock Ensures that reads stay consistent for the life of the current transaction. Until the
current transaction completes, the record can't read data that has been
modified but not yet committed by other transactions and other transactions
with the same isolation level can't read data that was read by the record.
AL-Go for GitHub - modern DevOps for partners
Business value
With AL-Go for GitHub, DevOps becomes a tool instead of an investment area. The target for
AL-Go for GitHub is to have 100 percent of the functionality needed by 90 percent of our
partners. These partners should be able to use AL-Go for GitHub as their DevOps solution
without the need to hire a DevOps engineer.
Feature details
AL-Go is a collection of GitHub templates and actions that turn professional DevOps
processes for Business Central AL projects into a commodity for our partners. The initial
release of AL-Go has been a success with the partner community, with 500-plus repositories
created over the first three months, offering an easy path to continuous integration and
continuous delivery (CI/CD), quality assurance, change and performance tracking, code
consistency, collaboration, managing updates, and more.
With this release we will extend AL-Go with further capabilities:
• Analyze code coverage when running automated tests.
• Verify compatibility with the upcoming releases of Business Central and third-party
dependencies (AppSource apps).
• Support Azure-hosted Docker development environments (as an alternative to running
Docker locally), to improve developer productivity, when working with the online

sandbox environments is not an option. (Online sandboxes are a scarce resource and
development tasks often require more powerful hardware.)
Furthermore, we are listening to partner feedback to reach our goal in supporting 100
percent of the functionality needed by 90 percent of our partners.
ISVs can organize a preview for their AppSource apps
Business value
Allow AppSource ISV publishers to test and collect early feedback on the new version of their
app by organizing a private preview with a select group of their customers.
Feature details
AppSource ISVs will be able to test and collect early feedback on the new versions of their
apps by organizing a private preview with a select group of their customers.
When uploading an app to AppSource, publishers will be able to keep the app in preview
mode. This will provide publishers with a link to the preview app that includes a custom
"flightcode," which can be sent to selected customers. Customers who opt into the preview
can then install and test that app in their environments and provide feedback to the ISV.
Use preview ability for your AppSource submission in Partner Center

As a publisher, you can choose the flightcode, or have one generated automatically.
You can specify a flight code manually in Partner Center
Overview
We are supplying administrators of Business Central with the tools they need to manage
their environment and apps. The goal is for administrators to be self-sufficient, able to solve
their customer needs, and handle a wide variety of administrative scenarios.
In this release we add even more capabilities to drive self-service and automation.
Administrators can transfer environments from one organization to another in a controlled
way while preserving the data. We will be adding options to manage updates to ISV apps
and will introduce the ability to manage per tenant extensions in the admin center in
addition to ISV apps. Idle sandbox environments will expire after 45 days of inactivity to free
up capacity for creating new environments. Administrators can choose to opt out of the
expiration period. We will enhance the tool that performs the migration of Business Central
data from on-premises to the cloud. Administrators will gain additional capabilities to deal
with customizations and the ability to include or exclude tables during the migration process.
Experience improved app management settings
Business value
With this release wave, it'll be easier to make sure that apps that are installed in an
environment are always updated to the latest version.
Feature details
Already today, you can update individual apps that are installed in your environments from
the App Management page in the Business Central admin center. With this release wave,
we're adding new settings to manage apps from the admin center. For example, it'll be
possible to specify when updates for apps can be installed automatically, or to update all
apps that have available updates in one go.



See also
Managing Apps (docs)
Get an improved cloud migration status overview
Business value
The cloud migration pages in the application will be improved to create a better overview of
the status of the data migration. The improvements will make it easier to surface any failures
or tables that were skipped during migration.
Feature details
The cloud migration status details in the application help you stay informed on the execution
of your data migration. In this wave, we make errors more discoverable, warnings more
helpful, and it's easier to get an overview of what data was moved, overwritten, or missed.

Include or exclude tables from cloud migration
Business value
Explicitly including or excluding certain tables from cloud migration runs will make it easier
to specify what data you want to migrate to the cloud.

Feature details
Some customers have specific needs to explicitly include or exclude certain tables when
migrating their data to the cloud. We now make it possible to specify whether any table—as
long as it’s accessible by AL code and not marked as internal or on-premises only—is
included or excluded as part of the cloud migration.


Transfer environments between Azure AD tenants
Business value
In some cases, administrators may want to transfer their Dynamics 365 Business Central
environment to another Azure Active Directory (Azure AD) tenant—for example, to
consolidate environments belonging to the same company in a single tenant when one
company is acquired by another, or for partners to transfer a demo environment to their
customer to test with. Until now, this scenario was supported through service requests that
required paperwork to ensure consents from all involved parties were in place.
Feature details
In 2023 release wave 1, the process for transferring a Business Central environment to a
different Azure AD tenant will be a self-service scenario. Internal administrators can request
an environment transfer from the source tenant, then accept the transfer from the target
tenant.



Legislation
Overview
In 2023 release wave 1, we deliver legislation updates based on the most popular requests
for improvement in this area. We’re providing legislation automation and features that are
compliant with the various regulations set by government agencies, so users can focus on
their primary business. We plan to take a step toward standardizing functionality so that all
these improvements are delivered as standard capabilities across all supported countries and
regions where relevant.
The main focus of the legislative effort in this release wave is on non-deductible VAT in the
base application. Both features are available in some localizations but are required in almost
all regions. They will be standardized and made extendable so partners can easily extend
them if necessary.
Non-deductible, partly deductible VAT expands functionality
Business value
Users in all relevant regions have improved VAT functionality with non-deductible and partly
deductible VAT enabled.
Feature details
Business Central lets businesses calculate deductible and non-deductible VAT amounts. You
can configure VAT so that it isn't deducted for purchases under certain conditions:
• The type of goods or services purchased. VAT is fully or partially non-deductible by the
provision of the law on goods.
• Partially deductible prorated VAT. VAT is prorated according to the ratio between sales
operations for which VAT is owed and all operations performed. VAT exceeding this ratio
can't be deducted.
Configure deductions in VAT (percentage and G/L account) on the VAT Posting Setup page.
You can configure full or partial deductions for combinations of VAT posting groups.
Before you post a document, the details are available in statistics. When you post a purchase
document, the results are available on the G/L entries and VAT entries. Non-deductible VAT
also works with Reverse Charge VAT and Deferrals.



Audit file export eases SAF-T compliance
Users, automatically Apr 2023 May 2023
Business value
SAF-T (Standard Audit File for Tax) is an international standard for the electronic exchange of
accounting data from organizations to a national tax authority or external auditors. As such,
it's required in many countries worldwide as a standard feature.
Feature details
Many countries require reporting financial data and providing a set of SAF-T exports. The
new Audit file export extension makes it easy to set up, generate, and export SAF-T in
Business Central.
This extension enables future extension to additional audit files exports, so you can easily set
up what you want to report to auditors.
The extension provides the following capabilities:
• Setup and mapping of the chart of accounts to SAF-T standard accounts.
• Mapping VAT setup to SAF-T VAT/Tax codes.
• Control to which extent dimensions are exported in SAF-T files.
• Export of SAF-T files, either directly or by using the Job Queue.

Audit file export

Onboarding
Overview
Organizations increasingly rely on out-of-the-box experiences when evaluating and
onboarding to new business solutions. With a powerful cross-industry and localized business
solution like Business Central, this means the demo and setup data that's available out of the
box is one size fits all. Partners can change this data and content to match the expectations
from a specific industry and domain, within which they are the specialists.
While partners are the experts in how to use Business Central within their domain, several
elements within Business Central can benefit from being sharpened to match the generic
expectations of a modern connected world. Users expect to be able to self-learn and self-
onboard to a larger extent than previously seen, where in the past classroom training was
among the most-used method for learning. Additionally, partners should have to do less
work to bring their customers up to a productive state of usage, as it brings down the total
cost of implementation, and aligns cost to the domain-specific added value.
Therefore, in 2023 release wave 1, we are enriching many of the standard tooltips to better
help self-learners to understand how to use Business Central. We will update the look and
feel of tooltips to present them in a modern way, and update the content of many tooltips.

This goes hand in hand with an update to localized master data, like Chart of Accounts for
selected countries.
We also continue investments from previous waves on adding connectivity apps to the in-
product listing of core business productivity booster solutions from ISVs, so organizations
can realize the power of choosing a cloud solution and the connected experiences that are
expected.
Easily find and install Payroll apps from within Business Central
Business value
Easily find and install the right payroll app to connect your Business Central to external
payroll providers, so you can manage finances related to paying your employees.
Feature details
In 2023 release wave 1 we're expanding the Connectivity Apps feature to include payroll
apps in selected countries. Customers will be able to discover options for payroll apps from
Business Central, so they can install the app that's right for their business and start managing
the financials related to paying employees.

Modern tooltips are easy to read and understand
Business value
A smooth experience onboarding to Business Central is important to quickly becoming
productive and getting return on investment. Tooltips for fields play an important role in
understanding the values and purposes of fields, and how they fit into business processes.
Feature details
We're enriching many tooltips on often-used fields to help self-learning users better
understand how to use Business Central. We've updated the content of tooltips to help

ensure that users can complete the tasks the fields are part of. Plus, we've modernized the
look and feel of tooltips so that they're easier to use.
Modern tooltip UI for great user assistance: easy to read, easy to understand.

Refresh of content to support modern tooltip UI
Business value
Better guidance in field tooltips helps people understand how to complete business
processes. The text in tooltips for fields is an important part of user assistance. With updated
content and support for rich text variants such as bold and italic font styles, tooltips display
guidance that's helpful and easy to read.
Feature details
We're improving the information in the tooltips that are shown most often for fields. Tooltips
give a better understanding of the meaning and value of fields, and ultimately a better
understanding of how to perform businesses processes. Good tooltips explain the nature of
fields and the outcomes of setting them to a given value. We're updating the tooltips that
people read most often, and applying the new abilities to display multiple paragraphs and
apply italic and bold font styles. People will enjoy an improved reading experience and find it
easier to digest information about fields in the context of the task at hand.


Overview
People work smarter and teams perform better when business apps are combined with
productivity apps. Business Central seamlessly integrates with best-in-class Microsoft 365
apps and services such as Outlook, Excel, Word, OneDrive, and Teams to bring data into the
flow of work.
2023 release wave 1 builds upon our collaborative apps story in Microsoft Teams to drive
broader product engagement and access to data across the organization.
• Respond to inquiries faster by attaching quotes and invoices from Outlook.
• Share, analyze, or bulk-edit records in Excel.
• Start a conversation about a record in Teams or rally the team around key datapoints.
• View, share, and co-author business documents using OneDrive for Business.
• Author beautiful reports and other templates in Word.
Experience enhanced adaptive cards in Teams
Users, automatically - Apr 2023
Business value
Sharing Business Central records as cards in Microsoft Teams adds context to every
conversation and helps people make data-driven decisions. Business Central offers multiple
ways to share a record as a card, such as the Share to Teams feature in the web client,
pasting a deep link to any page or record in Teams chat, or searching for business contacts
directly from within Teams. Our research indicates that the multiple steps required to include
a card in a chat message often slows down the pace with which people communicate in chat.
This update includes multiple enhancements that make adding a card easier than ever.
Feature details
• When Business Central users share a message that includes a Business Central card, the
card itself now doesn't require additional sign-in prompts and simply uses the current
identity signed in to Teams to also sign in to Business Central.
• Cards with a thumbnail image now consume less vertical space, allowing more
surrounding content to show in the Teams chat or compose area. The card layout has
been redesigned so that thumbnails are shown in a smaller size alongside fields.
• Access denied errors, such as missing permissions to a record or environment, are more
seamlessly integrated into the Teams experience.

Illustration of an adaptive card with reduced height

Configure security controls for Teams cards
Admins, makers, marketers, or analysts, automatically - Apr 2023
Business value
The Microsoft Cloud delivers uncompromising security and privacy controls for
administrators to govern organizational data. When users collaborate on business data by
sharing Business Central records as cards in Microsoft Teams, the record is summarized as a
set of fields that others can read to quickly gain context. Administrators in organizations that
need elevated security can now configure security for all cards originating from Business
Central.
Feature details
The new card settings page allows administrators to configure cards per environment. From
this page, administrators use a simple switch to hide the record summary shown on the card,

effectively removing all fields including thumbnail images. Increasing card security affects
newly shared cards from any user, but doesn't affect cards that were previously shared.
An illustration of the admin setting that will reduce content on adaptive cards.

User experiences
Overview
Business Central offers a broad portfolio of user interfaces enabling our customers to work
with their data, from anywhere and on any device, including an installable desktop app,
browser web application, and mobile apps. Whether users need to enter data at high speed,
casually update their entries or analyze relational data, Business Central offers numerous
features that are easy to get started with and powerful when needed.
Every release includes enhancements to usability, accessibility, performance, and reliability. In
2023 release wave 1, we boost efficiency when working with actions and lists of records. We

also empower customers and consultants to personalize the fields on a page by choosing
from existing table fields, reducing the time and effort to optimize their workspace.
Add existing table fields to optimize your pages
Users by admins, makers, or analysts Jun 2023 -
Business value
The Microsoft Cloud empowers SMBs to adapt quickly to changing conditions. Workers and
entire departments often need to customize their workspace for optimal data entry and
viewing, and Business Central already provides a rich toolbox to hide, show, or move various
UI elements.
In this wave, we're unlocking all table fields so that users can add them to their pages to
personalize their workspace, without having to resort to extensions. By adding existing table
fields to a page, customers can self-serve and reduce time to value while cutting
implementation costs. Conversely, this frees up time for pro developers to focus on more
rewarding implementation.
Feature details
From the Business Central web client, users can:
• Add fields to card pages, lists, and most other page types.
• Choose from existing fields on the source table that powers that page, including fields
from table extensions.
• Drag and drop fields or columns into place, adjusting the content around them for an
optimal experience.
• Apply customizations for themselves or for anyone in a specific role.
• Understand which fields are hidden on the page and which fields can be newly added
from the table.
• Apply the change for themselves or for anyone in a specific role.

An illustration of adding a field from the table to a list.

Drag and drop files onto the file upload dialog
Business value
Business processes often require documents or other files to be captured as part of the
system of record. When your file is already at hand, you can save time by dragging that file
onto the file upload dialog in Business Central, instead of the more cumbersome navigating
through folders in a file picker window. Drag-and-drop experiences are essential to working
efficiently. While this enhancement provides a minor boost to productivity and is a
convenient alternative, it also puts Business Central on a path toward broader file upload
experiences in future release waves.
Feature details
Improved user experience
• The file upload dialog in Business Central has been enhanced with a clear drop area
where users can drag and drop a single file.
• No matter which business process requires uploading of documents, users can choose
between dragging a file or using the more traditional file picker.

Effortless for developers

• This enhancement applies only to the file upload dialog, and therefore doesn't introduce
any new controls that AL developers can work with to create custom file drop areas on
the page.
• There are no changes to the file handling contract. No matter how a file is uploaded, the
same validation, size, and format constraints continue to apply, including allowing only
one file at a time to be uploaded and processed by AL code.

Access actions and navigation menu efficiently with keyboard
Business value
Organizations are looking to streamline their operations through AI, automation, and
empowering workers with productivity tools. When time to enter data is critical, every
keystroke and mouse click counts. Business Central adopts the familiar experience from
Microsoft 365 applications, such as Excel and Word, to boost efficiency for keyboard users.
Access keys with key tips help users quickly explore, navigate, and activate any action in the
action bar, navigation menus, and other user interface (UI) elements.
Feature details
When pressing the Alt key in the Business Central web client, the following features become
available:
• Key tips are revealed alongside UI elements that indicate the next keystroke.
• Sequences of keystrokes can be used to navigate the user interface and activate UI
elements, without leaving your current focused element.
• Actions become reachable, regardless of whether they are assigned a specific shortcut
key.
• Access keys will be available for actions in the action bar and links in the navigation
menu for users who experience Business Central in English.

An illustration of Key Tips displayed on a Sales Invoice page.

Get more productivity out of an optimized Action Bar on all app pages
Business value
A promoted section of the Action Bar can help you learn how to use the product. You can
tailor it to fit the needs of your industry, company, or yourself. Add actions that you want to
make available in an easily discoverable and consistent way across the product to help new
users get started quickly, or tailor it to your business-specific needs for proficient users.
Feature details
In 2022 release wave 2 we delivered the Modern Action Bar. That release brought
optimizations to the most prominent 180 pages in the application.
Based on user feedback and statistics on how pages are used, we've put certain often-used
actions in more prominent places in the Action Bar across all application pages. This reduces

the number of clicks to reach actions that people frequently use and generally makes
relevant actions more discoverable.

Get unblocked using actionable error messages in select application areas
Business value
To help you get unblocked from issues when working with Business Central, we've added
actions to error messages. Making error messages more user friendly helps build trust in
Business Central and saves time by making it easy to correct common issues.
Feature details
Error messages can get in the way of completing a task, such as if the task you're performing
requires a setting that's missing on another page. Sometimes the fix is easy, but not obvious.
To help you get unblocked and back to work, we've updated our messages for typical issues:
• Improved the information and guidance that error messages provide so that it's easier to
understand what went wrong.
• Added actions that can make it easy to go to the problem and fix it yourself.
Shows actionable error dialog with action and title.


Tailor action bar to fit your needs on document lines
Business value
Personalizing actions can improve productivity, reduce noise and distractions, and save new
users time when they're getting started with Business Central. Personalized actions can make
Business Central fit the needs of your industry, company, or your people.
Feature details
We've added flexibility to the ways you can personalize menus to suit your preferences. In
addition to the action bar at the top of pages, you can also personalize actions on subparts
in the content area. For example, you can personalize the action bar for document lines. This
gives you extra opportunities to work in Business Central in ways that suit you best.
Personalizing pages is just a matter of choosing Personalize on the Settings menu in the
upper right corner of Business Central, and then making your change.
Sales order action bar being personalized.

Copy and paste readable hyperlinks

Business value
Working productively with Business Central often requires multi-tasking across windows or
capturing links to records that are shared with others. Each of these needs links or windows
to clearly distinguish themselves from the next, making it easy to switch contexts.
Feature details
Business Central now uses a simple and clear schema for link and window captions that is
automatically updated as you navigate within the web client. As a result, copying a link to
any Business Central page or record and pasting that in a rich-text editor, such as an Outlook
email, Microsoft Teams chat, or your project OneNote, will display a more meaningful
hyperlink that is consistent no matter how or where you copy the link. Similarly, using
modern browser features such as collections in Microsoft Edge allows you to capture a more
readable collection of records. When managing multiple streams of work during your
workday, switching across windows using Alt+Tab now clearly indicates which page or
record you are about to switch to.


Connected Spaces
Plan and prepare for Dynamics 365 Connected Spaces in
2023 release wave 1
overview and what's new and planned for Dynamics 365 Connected Spaces.
Overview
Dynamics 365 Connected Spaces is a computer-vision AI solution that uses cloud and edge
topologies to extract unique insights from a physical space by using video cameras.
Connected Spaces uses AI skills to continuously get insights from any space. Customers use
data from video cameras to get real-time actionable alerts and analytics to make physical
spaces more efficient or improve the customer, front-line worker, or employee experience.
Connected Spaces is easy to set up, configure, and manage, with a responsible-AI assurance.
Connected Spaces uses the following hybrid approach:
• Intelligent edge: A managed on-premises gateway converts camera streams into
observational data inferences sent to the cloud.
• Intelligent cloud: A multitenant software as a service (SaaS) solution correlates
observational signals from the edge and customer insights to provide an analytics
dashboard and actionable real-time alerts.
• Prebuilt AI models: Out-of-the-box and ready-to-use AI models apply computer vision
and AI to reason within any physical space.
For 2023 release wave 1, we enable you to manage spaces occupied by vehicles. You can
design and deploy skills, such as getting alerted when a vehicle parks in a no-stopping zone,
or when the percentage occupancy of a parking lot exceeds a threshold, and more. In
addition, we extend edge support for Azure Stack HCI, a hyperconverged infrastructure (HCI)
cluster solution combining on-premises infrastructure with Azure Cloud Services. Azure Stack
HCI allows you to manage edge devices you are already familiar with, with a predictable
CapEx model with existing vendor agreements.
Back to Contents Dynamics 365 Connected Spaces 319

Get the most out of Connected Spaces
Licensing Improve your understanding of how to license Connected Spaces.
Product documentation Find documentation for Connected Spaces.
User community Engage with Connected Spaces experts and peers in the community.
Product trials Get started with Connected Spaces.
Back to Contents Dynamics 365 Connected Spaces 320

Guides
Plan and prepare for Dynamics 365 Guides in 2023 release
wave 1
overview and what's new and planned for Dynamics 365 Guides.
Overview
Microsoft Dynamics 365 Guides is a mixed-reality application that displays step-by-step
holographic instructions right where the work happens, enabling employees to learn and
execute complex tasks quickly. Dynamics 365 Guides help reduce errors, increase safety,
close knowledge gaps, and strengthen skills. You can improve training and processes
because it adapts to your work in real time.
Authors can easily create guides without 3D or programming skills by using a simple PC app
and a HoloLens app. Operators use guides on HoloLens in training and on the job to get
guidance while they work in a heads-up, hands-free style. Trainers and managers can analyze
usage data to optimize their workflows.
In this release wave, we invest in improving the collaboration capabilities that are powered
by Teams. Collaboration capabilities include updates like the ability to take an incoming call,
configuring the settings when joining a call/meeting, and improved mixed reality
annotations on HoloLens 2. Additionally, we release new holographic workflows, like
manipulating holograms while operating a guide, taking photos, and adding text labels to a
guide. Finally, Guides will be available on mobile devices in a public preview and you'll be
able to see work instructions alongside image and video content.
Investment areas
Back to Contents Dynamics 365 Guides 321

check out the release plan for Dynamics 365 Guides below:

release plan.
Get the most out of Guides

Licensing Improve your understanding of how to license Guides.
Product documentation Find documentation for Guides.
User community Engage with Guides experts and peers in the community.
Product trials Get started with Guides.
What's new and planned for Dynamics 365 Guides

Microsoft policy.

Improved annotation stability Users by admins, makers, or - Apr 2023

analysts
Improvements to the calling Users by admins, makers, or - Apr 2023

experience on HoloLens analysts
Receive incoming calls on HoloLens Users by admins, makers, or - Jun 2023

analysts
Start a call or meeting from a shared Users by admins, makers, or - Jun 2023
chat or email link analysts
Take a picture of mixed-reality Users by admins, makers, or - Jun 2023

content analysts


automatically.
page.
Improved annotation stability
Business value
With improvements to the stability and accuracy of annotations in Dynamics 365 Guides,
holograms get more stable for both HoloLens users and Teams desktop users.
Feature details
HoloLens users and Teams Desktop users get meaningful improvements to remote expert
inking scenarios, building confidence in remote experts that ink placed better aligns with the
physical geometry of the world. The ink strokes are more reliably shown on irregular and
complex surfaces. Furthermore, there's increased stability for existing annotations both for
remote experts and the HoloLens operator.
Improvements to the calling experience on HoloLens

Business value
Customers using Dynamics 365 Guides on HoloLens will have the ability to turn off their
video and/or audio feeds. In cases where protecting intellectual property is important, this
will enable operators to confidently enter a meeting, knowing that their video feed will not
potentially reveal sensitive information.

By labeling guests on the call as guest or external, HoloLens operators will be more aware of
which meeting participants are outside of their organization. This will help operators have a
better collaborative session, knowing the status of the meeting participant.
Feature details
Before joining a call, the user will be able to turn their video and mic feed on or off.
Operators will be able to turn video and audio on or off for both scheduled meetings and
incoming calls.
Video will automatically switch to the dominant speaker in group calls, and the HoloLens
user will be able to switch their video and mic on or off before joining a call, as they do on
Teams desktop or Teams mobile.
Guest or external labels will be added to the participant and chat lists to make it clear
whether a participant is outside the organization. A guest attendee is someone who has
been given a one-time-call link and doesn’t have a Microsoft Teams account. An external
attendee has a Microsoft Teams account but is outside of the organization.
Receive incoming calls on HoloLens
Business value
Call participants can spontaneously add Dynamics 365 Guides HoloLens users to any
conversation. HoloLens users won’t have to join a scheduled meeting to collaborate
effectively with remote participants.
Feature details
When HoloLens users receive a call, they get a call dialog where they can choose to accept or
ignore the call. Taking the call allows them to attend while still doing their work within
Guides. If they accept the call, and the HoloLens user chooses to share their video feed,
remote participants can see what the HoloLens user sees to better collaborate with
annotations and calling capabilities within Guides.
Start a call or meeting from a shared chat or email link

Business value
Make collaboration efficient and effective by inviting collaborators into a call or meeting by
creating a link and sharing it via chat or email.
Feature details
This feature enables a Dynamics 365 Guides user to seamlessly invite collaborators to a call
or meeting through a shared chat or email link.
Take a picture of mixed-reality content
Business value
Customers will be able to share high-quality images of their environment overlayed with
mixed-reality content. This will enable HoloLens operators in poor connectivity situations to
send a snapshot to remote collaborators so collaborators can see intricate parts of
machinery or tags with small characters.
Feature details
While on a call, a HoloLens user will be able to select the Take Photo button to snap a photo
of their environment, including the holograms in view. The photo will automatically be
shared as an image file in the meeting chat for that session. The user will also be able to take
a photo by using a voice command.

Customer Insights
Plan and prepare for Dynamics 365 Customer Insights in
2023 release wave 1
overview and what's new and planned for Dynamics 365 Customer Insights.
Overview
Dynamics 365 Customer Insights, Microsoft’s customer data platform, empowers businesses
to own and control their data while unifying different data sources into a single,
comprehensive view of each customer. It allows businesses to gain a deeper understanding
of their customers by enriching their first-party customer data with Microsoft’s unique data
assets. Businesses can then use the enhanced data to create powerful AI-driven predictions,
segments, and measures, and then use those insights to personalize experiences.
Built on and integrated with Microsoft Dataverse, Customer Insights provides ubiquitous
insights across Dynamics 365 and Power Platform applications for seamless, customer-
centric experiences.
With a rapid increase of data across new sources and channels, focus on data privacy, and
the expectation that organizations deliver seamless and personalized experiences in real-
time, first-party data has become an organization’s most valuable asset. To align with these
market changes, we continue to invest in the following feature themes for this release:
• Customer understanding to help businesses deeply and accurately know their
customers.
• Personalized experiences to deepen the integration with Dynamics 365 and Power
Platform applications to deliver.
• Ubiquitous insights to enable data governance and interoperability.
Back to Contents Dynamics 365 Customer Insights 327

Investment areas
Personalized experiences
Because data is ever-changing, it's challenging to keep customer profiles up to date.
Features in this product area help manage ever-changing data more effectively and
efficiently.
Businesses can enable insights, analytics, omnichannel activation, and moments-based
marketing using journey orchestration and event-based customer understanding to deliver
hyper-personalized experiences.
Ubiquitous insights
Businesses can deliver exceptional experiences by driving influence across all touchpoints
with a fully integrated and privacy-compliant data flow across Microsoft Dataverse, Dynamics
365, and Power Platform applications.
Customer understanding
Accelerate time to value by expediting the process to understand your customers deeply and
accurately.
By combining quicker out-of-the-box insights, predictions, segments, and measures with
seamless extensibility and custom purpose-built machine learning, you can provide
collaborative intelligence and deeper insights across the organization.
check out the release plan for Dynamics 365 Customer Insights below:

release plan.


Get the most out of Customer Insights
Licensing Improve your understanding of how to license Customer Insights.
Product documentation Find documentation for Customer Insights.
User community Engage with Customer Insights experts and peers in the community.
Product trials Get started with Customer Insights.

What's new and planned for Dynamics 365 Customer Insights

Microsoft policy.
Get value out of Customer Insights quicker with guided experiences to leverage your data.

Connect to custom machine learning Admins, makers, marketers, or Apr 2023

models analysts, automatically
Easily connect to custom prediction Admins, makers, marketers, or Apr 2023

models with guided steps analysts, automatically
Understand data quality deeply to Admins, makers, marketers, or Apr 2023 -

unlock better insights analysts, automatically
Automatically see which predictions Admins, makers, marketers, or Sep 2023

apply to your imported data analysts, automatically
Manage ever-changing data more effectively and efficiently to deliver personalized
experiences.

Add custom columns to activity Admins, makers, marketers, or May 2023

tables to meet unique business analysts, automatically
scenarios

Ubiquitous insights
Enable a fully integrated data flow across Microsoft Dataverse, Dynamics 365, and Power
Platform applications to enable seamless personalized customer experiences.

Use Power Automate to export Admins, makers, marketers, or Apr 2023

segments to any third-party service analysts, automatically
Add insights to Sales workflow to Users by admins, makers, or Apr 2023

increase seller effectiveness analysts
Display Customer Insights activities Users by admins, makers, or Apr 2023

in a Dynamics 365 activity timeline analysts
Do more with advanced application Users by admins, makers, or Apr 2023

lifecycle management analysts
Govern data access with role-based Admins, makers, marketers, or May 2023
access control analysts, automatically

automatically.
page.
Overview
Accelerate time to value by expediting the process to understand your customers deeply and
accurately.

By combining quicker out-of-the-box insights, predictions, segments, and measures with

seamless extensibility and custom purpose-built machine learning, you can provide
collaborative intelligence and deeper insights across the organization.
Connect to custom machine learning models
Admins, makers, marketers, or analysts, automatically Apr 2023 -
Business value
Take advantage of Azure Synapse Analytics custom models to predict customer behavior
with limitless scale, powerful insights, and unmatched security and privacy to safeguard your
data.
Feature details
Quickly and easily establish a connection to custom models in Azure Synapse Analytics
workspaces.
Use regularly refreshed, high-quality, unified customer profile and transaction data from
Dynamics 365 Customer Insights to power your existing custom prediction models in Azure
Synapse Analytics.
Easily connect to custom prediction models with guided steps
Business value
Quickly and seamlessly connect to custom models in Azure Synapse Analytics or Azure
Machine Learning with business-user friendly, step-by-step guidance.
Feature details
Connect to custom models Azure Synapse Analytics and Azure Machine Learning workspaces
with five simple and guided steps:
1. Configure the connection.

2. Name the custom model.
3. Add the required data.
4. Review the configuration.
5. Run the model.

Access custom model connections from the Predictions page in Dynamics 365 Customer
Insights.
Understand data quality deeply to unlock better insights
Business value
Quality of data drives quality of insights. Find out if your data quality makes the grade.
The AI-generated data quality report in Customer Insights is key to understanding imported
data—what’s good, what’s not so good, and where and how to improve it. The report helps
activate insights that drive effectiveness in marketing campaigns, sales support, and
customer service engagements.
Feature details
The data quality report shows an overall grade based on imported data and proposed
improvements. The report:
• Automatically analyzes your imported data and assigns an overall data quality grade.
• Provides detailed information on data quality issues categorized by seven comprehensive
data quality pillars, with severity of impact and impacted insights (segments, measures,
or predictions).
• Offers suggestions to improve data quality to leverage all the insights offered in
Customer Insights.
For example, imported data may receive a low grade due to insufficient or missing columns,
or because of a data accuracy issue based on an incorrect value.

The easy-to-read data quality report precisely shows data quality issues and provides tips on
how to improve those issues.
After addressing the findings, the reevaluated score usually results in a better overall data
quality grade, which creates confidence that the data can drive successful insights.
Data quality report showing the overall data quality grade and details across data quality
pillars.
Automatically see which predictions apply to your imported data
Admins, makers, marketers, or analysts, automatically Sep 2023 -
Business value
Out-of-the-box, AI-powered prediction models in Customer Insights include customer
lifetime value, product recommendations, subscription churn, transactional churn, and
sentiment analysis.
These predictions bring remarkable benefits to your business. Each prediction uniquely
understands different customer facets that once activated, drive better business outcomes.
To use these models, data must meet data prerequisites specific to each model.
This AI-powered, data detection experience analyzes your imported data and confirms which
insights and out-of-the-box prediction models the data can support, thus expediting time to
value.

Feature details
The data detection experience automatically analyzes and provides upfront clarity on which
predictions are suitable based on imported data and the unique data prerequisites for each
out-of-the-box prediction model.
For example, if your data includes customer feedback data, including feedback text,
customer IDs, and timestamps, it will suggest that the data supports the customer sentiment
prediction model, to drive experiences that result in higher customer satisfaction and loyalty.
Data report showing which out-of-the-box prediction models your data can enable.
Overview
Because data is ever-changing, it's challenging to keep customer profiles up to date.
Features in this product area help manage ever-changing data more effectively and
efficiently.
Businesses can enable insights, analytics, omnichannel activation, and moments-based
marketing using journey orchestration and event-based customer understanding to deliver
hyper-personalized experiences.

Add custom columns to activity tables to meet unique business scenarios
Admins, makers, marketers, or analysts, automatically May 2023 -
Business value
Customers interact with brands across touchpoints, like viewing a product via the web,
adding something to the cart, or making a phone call. This capability allows you to know
how customers interact with your brand by capturing unique interaction data such as color,
brand, price, and size of viewed products. Activity information helps personalize customer
experiences with additional data from each interaction to provide customers with the right
experience at the right time.
Feature details
In the past, activity tables in Customer Insights had a fixed schema and didn't support
custom activities. With this feature, activities are no longer limited to using a defined schema
and can customize the way each interaction is captured, with additional (custom) columns for
each activity.
For example, for each item added to the cart, custom columns can capture the brand name,
color, price, size, and so on. Subsequently, custom columns can power targeted segments
and measures and export custom activity data to provide hyper-personalized customer
experiences.
Ubiquitous insights
Overview
Businesses can deliver exceptional experiences by driving influence across all touchpoints
with a fully integrated and privacy-compliant data flow across Microsoft Dataverse, Dynamics
365, and Power Platform applications.
Use Power Automate to export segments to any third-party service
Business value
Go beyond the current Customer Insights AdTech and MarTech exports connectors and take
advantage of the limitless export benefits that Dataverse and Power Platform provide.
Data exports from Customer Insights allow you to optimize the effectiveness of your
marketing and advertising operations and enable hyper-personalized persona targeting in

campaigns, customer journeys, and omnichannel marketing to any Dynamics 365 or third-
party service.
Feature details
Configure triggers from Customer Insights and Dataverse to power business rules and Power
Automate workflows, which activate third-party actions of your choice.
By connecting Customer Insights through Power Automate using any Power Platform
connector, you can send segments and other relevant data to destination services for further
actions.
Add insights to Sales workflow to increase seller effectiveness
Business value
Sellers require a more holistic customer view to improve engagement and accelerate deal
closure. Customer Insights provides a rich platform for generating deep customer insights
that can be used by sellers to more effectively close deals.
By enabling valuable data from Customer Insights to be embedded directly within the
Contact, Account, and Lead forms within Dynamics 365 Sales, sellers get a more complete
picture of their customer. Embedding this information on sales forms makes rich insights
available to sellers in their flow of work.
Feature details
Dynamics 365 Sales administrators can configure Contact, Account, and Lead forms to show
Customer Insights data like segment membership, customer measures, and predictions.
Rich customer insights such as average transaction amount, total sales, loyalty reward points,
customer lifetime value, and churn risk inform sellers how to best engage individual
customers with additional points of relevance to personalize the conversation.
Detail of Customer Insights data embedded on a Dynamics 365 Sales form.

Display Customer Insights activities in a Dynamics 365 activity timeline
Business value
A single view of all interactions enables a complete understanding of customer activity. With
that context, sellers and representatives can create deeply personalized experiences for
digital and non-digital channels. In Dynamics 365 Sales, Customer Service, and Marketing,
users can see all Customer Insights activities in the unified activity timeline.
Feature details
Once enabled by a Dynamics 365 administrator, sellers and representatives can view
Customer Insights activities directly in the activity timeline. Dynamics 365 apps and Customer
Insights must share a Dataverse instance.
Customer Insights activity data can appear within the same activity timeline already used
today to add or view activities such as notes, posts, emails, and appointments. The unified
activity timeline will be available across Accounts, Contacts, and Leads.
Customer Insights activities within the Dynamics 365 activity timeline can be filtered,
searched, and updated dynamically.
Account contact card highlighting the activity timeline.

Do more with advanced application lifecycle management
Business value
Responding to rapidly evolving business requirements requires quick iteration, including
updates to rules for data import, unification, and segmentation activities. With advanced
application lifecycle management, environment administrators can work at scale across
multiple environments to handle simple or complex administration scenarios to migrate
configurations quickly and easily.
Feature details
In addition to copy, reset, and delete capabilities, advanced application and environment
lifecycle management allows:
• Configuration migration from sandbox to production environments, enabling quick
validation updates to your Customer Insights configuration in a sandbox, before
deploying changes to production.
• Configuration migration from production to sandbox environments, ensuring that
development environments accurately reflect production. Consider this path to back up
your production work to quickly restore it if an update on the production system causes
issues.
• Performing operations across all Dynamics 365 and Power Apps environments so when
resetting, changing, or deleting an environment those changes are propagated in other
applications as well.
• Restoration of earlier versions of configurations and environments in case a business
activity didn’t produce the desired outcome.
Because Customer Insights environments are associated with a Dataverse environment, they
are always in sync.
Environment owners have access to these capabilities from the Power Platform admin center
solutions page and can delegate these permissions.

Export solution to a production environment via Power Apps.
Govern data access with role-based access control
Admins, makers, marketers, or analysts, automatically May 2023 -
Business value
Implementing data access controls is important in many situations, including multi-geo and
multi-brand scenarios. Role-based access control (RBAC) allows administrators to regulate
access to customer profiles, segments, and measures based on business units. Because these
controls are applied to the data in Microsoft Dataverse, the integrity of those controls
propagates to all other Dynamics 365 and Power Platform applications automatically. This
functionality allows admins to execute rules quickly and easily for complex data
management. It not only saves valuable implementation time, but also ensures that data is
available only for the intended users, which increases security and control over data.
Feature details
Data access definitions are made in Dataverse and therefore flow into other applications
built on top of Dataverse, such as Dynamics 365 Marketing, or any Dynamics 365 or Power
Platform application as well. Depending on the user role, administrators and business users
have different permissions and access rights.

Administrators:
• Own and manage the global data estate of an organization.
• Configure business units (logical groupings of related business activities) in the Power
Platform admin center.
• Configure deduplication and unification of customer data within business units (not
across business units).
• Define data mappings to assign business unit ownership based on identifiers such as
associated brand or geographic location.
• Have access to segments and measures created for global and business unit usage.
Unify screen with business unit step.

Business users:
• Have access to records belonging to their business unit and can’t access or share data
from other business units.
• Have access to and control of Dynamics 365 Customer Insights segments and measures
in their business unit.
• Can activate or export segments and measures for use in other Dynamics 365, Power
Platform, or third-party applications.
Segments view for an admin across business units:
Screenshot of segments screen as seen by admin.

Segments view for a user in a business unit:
Screenshot of segments screen as seen by a business user.

Customer Voice
Plan and prepare for Dynamics 365 Customer Voice in 2023
release wave 1
overview and what's new and planned for Dynamics 365 Customer Voice.
Overview
Dynamics 365 Customer Voice is an easy-to-use, scalable feedback management solution
empowering organizations to collect, analyze, and track real-time feedback. With Dynamics
365 Customer Voice, organizations can easily personalize customer engagement with real-
time surveys and analyze unified views of the customer so that you can close the loop in the
moments that matter. We've seen great momentum, gathered insightful feedback with the
current product, and are in the early planning phases of future investment areas.
We are introducing the following new features to enable key scenarios for our customers for
this release along with the continued architecture evolution and stability fixes:
• Sharing and coauthoring surveys in a seamless way.
• Allowing an external file upload option for external survey responders.
Investment areas
check out the release plan for Dynamics 365 Customer Voice below:
Back to Contents Dynamics 365 Customer Voice 343


release plan.
Get the most out of Customer Voice
Licensing Improve your understanding of how to license Customer Voice.
Product documentation Find documentation for Customer Voice.

User community Engage with Customer Voice experts and peers in the community.
Product trials Get started with Customer Voice.
What's new and planned for Dynamics 365 Customer Voice

Microsoft policy.

Transfer projects when owner Admins, makers, marketers, Apr 2023 -

leaves organization or analysts, automatically
Allow survey responders to record Admins, makers, marketers, Jun 2023 -

partial survey response or analysts, automatically

automatically.

page.
Transfer projects when owner leaves organization
Business value
Survey owners often don't share their projects with team members. In such cases, if the
survey owner leaves the organization, the projects they owned get lost because there's no
way to retrieve them. This capability will provide an option to the tenant administrator to
retrieve such projects and assign them to other members of the team. This helps to:
• Prevent loss of data and ensure critical surveys and projects that were orphaned can
continue to be used after being assigned to relevant owners.
• Allow the new survey owner to update or modify the survey or project as relevant.
Feature details
The feature is designed for the tenant administrators of your organization, who will have the
following capabilities:
• View all the projects and surveys belonging to owners who have left the organization.
Only those projects are displayed that are less than 30 days old from the time the owner
has left the organization.
• Add orphan projects to new or existing Microsoft 365 groups based on the permission of
the respective organization.
• Add other relevant members to the group for them to continue using the project or
survey.

Transfer project ownership
Allow survey responders to record partial survey response
Admins, makers, marketers, or analysts, automatically Jun 2023 -
Business value
Survey respondents sometimes answer a few questions and then close the web browser
without submitting the responses. This results in a partially completed survey and leads to
loss of valuable user feedback. With this feature, partial responses can now be recorded.
Feature details
This capability will allow survey owners to capture responses and insights even from partially
completed surveys. It provides the ability to:
• Define survey settings to turn on the partial survey capability.
• Specify the number of days after which the partial responses should be recorded. By
default, the value is set at 28, but can be modified to be set between 1 and 28 days.

The settings page for partial responses.

Supply Chain Center

Plan and prepare for Microsoft Supply Chain Center in 2023
release wave 1
overview and what's new and planned for Microsoft Supply Chain Center.
Overview
The Microsoft supply chain platform provides the building blocks across Microsoft Azure,
Microsoft Dynamics 365, Microsoft Teams, and Microsoft Power Platform for you to develop
or independently adopt capabilities for your specific supply chain needs. With Microsoft
Dataverse, you can create thousands of connectors to gain visibility across your supply chain,
develop custom workflows with low-code solutions in Power Platform, and enable secure
collaboration both internally and externally through the power of Microsoft Teams.
The core of the supply chain platform is the Microsoft Supply Chain Center, now available in
preview. Supply Chain Center provides a command center experience for practitioners to
harmonize data from across existing infrastructure, like data from ERP providers including
Dynamics 365, SAP, and Oracle, along with standalone supply chain systems. Data Manager
in Supply Chain Center enables data ingestion and orchestration to provide visibility across
the supply chain and drive action back into systems of execution.
Supply Chain Center also includes prebuilt modules to address supply chain disruptions
across supply and order fulfillment, including:
• The supply and demand insights module leverages advanced Microsoft Azure AI models
to predict upstream supply constraints and shortages through supply intelligence.
Combined with smart news insights, which provides relevant news alerts on external
events, supply chain practitioners can make decisions and plan with real-world event
information and historical insights for product demands.
• The order management module in Supply Chain Center enables organizations to
intelligently orchestrate fulfillment and automate it with a rules-based system using real-
time omnichannel inventory data, AI, and machine learning. Organizations can adapt
quickly to meet future order volumes and fulfillment complexities by extending their
capabilities with prebuilt connectors to the best-of-breed of specialized technology
partners for order intake, delivery, and third-party logistics services. Existing Dynamics
365 Intelligent Order Management customers will automatically get access to Supply
Chain Center and the order management module at launch.
• With secure, built-in Teams integration, you can mitigate supply constraints by
collaborating with external suppliers in real time, to secure new supply sources,
Back to Contents Microsoft Supply Chain Center 349

troubleshoot transportation issues, and communicate up and downstream impacts based

on changes.
Investment areas
Dynamics 365 Intelligent Order Management

Built on a modern, open platform, Dynamics 365 Intelligent Order Management provides the
flexibility companies need to capture orders from any order source, including e-commerce,
marketplace, mobile apps, or traditional sources like electronic data interchange. Companies
can fulfill those orders from their own warehouses, third-party logistics providers, stores, or
drop-ship with vendors or other delivery fulfillment partners using out-of-the-box, prebuilt
connectors from an ecosystem of more than 200 Microsoft Power Platform connectors.
Intelligent Order Management leverages an integrated, real-time inventory visibility service, a
microservice built on Microsoft Dataverse that is highly scalable and extensible, providing a
single, global view of the inventory positions across systems. Intelligent order management
also uses distributed order management to give real-time recommendations for each order
to fulfill orders accurately and cost-effectively, improving supply chain efficiency to better
meet customer expectations.
With Intelligent Order Management, brand owners gain real-time visibility into each step of
the order journey, and fulfillment insights in real time through customizable and integrated
dashboards that enable their supply chain team to overcome constraints and improve
operational efficiency.
Upcoming new features for 2023 release wave 1 include:
• New support for business to business (B2B) order management scenarios.
• Extensible and configurable fulfillment optimizations.
• Enhanced integration with Dynamics 365 Commerce and Advanced Warehousing.
• Real-time shipping and costs provided to customers on multiple e-commerce platforms.
• Continued expansion of providers.

NOTE Dynamics 365 Intelligent Order Management will continue to be sold standalone until
Microsoft Supply Chain Center is generally available.
Supply and demand insights
The Supply and demand insights module uses advanced Azure AI models to predict
upstream supply constraints and shortages through supply intelligence. Organizations can
perform simulations using data from their supply chain network to predict being out of
stock, over-stocking, or missed-order lines. Combined with smart news insights, which
provides relevant news alerts in the Supply Chain Center on external events, supply chain
practitioners can make decisions and plan with real-world event information and historical
insights for product demands.
Data Manager
This feature helps you ingest and orchestrate your data to provide visibility across the supply
chain and drive action back into systems of execution. The Supply Chain Center provides a
“command center” experience for practitioners to harmonize data from across existing
supply chain systems, like Dynamics 365 and other ERP providers including SAP and Oracle,
along with standalone supply chain systems.
check out the release plan for Microsoft Supply Chain Center below:

release plan.

Get the most out of Microsoft Supply Chain Center
Licensing Improve your understanding of how to license Microsoft Supply Chain

Center.
Product Find documentation for Microsoft Supply Chain Center.

documentation
User community Engage with Microsoft Supply Chain Center experts and peers in the
community.
Product trials Get started with Microsoft Supply Chain Center.

What's new and planned for Microsoft Supply Chain Center

Microsoft policy.
Data Manager
Data Manager in Supply Chain Center enables data ingestion and orchestration to provide
visibility across the supply chain and drive action back into systems of execution.

Data collaboration with suppliers and Users, Apr 2023 To be

customers at scale automatically announced
Set up your tenant using a streamlined Users, Apr 2023 To be

onboarding user experience automatically announced
Ingesting data from customers systems Users, Jun 2023 To be

automatically announced

Dynamics 365 Intelligent Order Management on Microsoft Supply Chain Center allows you
to capture and fulfill orders from an omnichannel source while using flexible fulfillment
options.

Create a purchase order from a sales order Users, Apr 2023 To be

Enable flexible DOM constraints and processing Users, Apr 2023 To be

strategies for effective fulfillment automatically announced


Enable orchestration of purchase orders Users, Apr 2023 To be

Enable orchestration of transfer orders Users, Apr 2023 To be

Enhance e-commerce carting experience with Users, Apr 2023 To be

FedEx estimated dates and rates automatically announced
Expose Inventory capabilities as microservices Users, Apr 2023 To be

Integrate Intelligent Order Management with Users, Apr 2023 To be

advanced warehouse management automatically announced
Support to create a transfer order from a sales Users, Apr 2023 To be

order automatically announced
Use post-purchase features with store Users, Apr 2023 To be

fulfillment orders automatically announced

upstream supply constraints and shortages through supply intelligence.

Create new KPIs and customize out-of-box Users, Apr 2023 To be

analytics automatically announced
Minimize supply chain disruptions with AI- Users, Apr 2023 To be

driven KPIs and recommendations automatically announced

automatically.


page.
Data Manager
Overview
This feature helps you ingest and orchestrate your data to provide visibility across the supply
chain and drive action back into systems of execution. The Supply Chain Center provides a
“command center” experience for practitioners to harmonize data from across existing
supply chain systems, like Dynamics 365 and other ERP providers including SAP and Oracle,
along with standalone supply chain systems.
Data collaboration with suppliers and customers at scale
Users, automatically Apr 2023 To be announced
Business value
Supply chain planners can use business-critical information and build reports such as
projected inventory, purchase order commit, procurement contracts, advanced shipment
schedules, and so on, seamlessly through the supplier portal, thus enabling their business to
be more agile and predict potential disruptions.
Feature details
Supply chain planners use emailed Excel files to request and share data with suppliers. This is
an error-prone and time-intensive solution to reconcile. Initially, we are building Supplier
Portal to solve for use cases of all suppliers—customer collaboration scenarios like projected
inventory, purchase order commit, procurement contracts, advanced shipment schedules,
and more.
• Automation of collaboration requests from customers to suppliers on information
sharing on Forecast, Prod. Schedules, Purchase Order, Delivery Commitments, Contract
lifecycle management, and Advanced Shipment Notices.
• Streamline supplier contact management with import and merge into Supply Chain
Center.
• Standard UI to collaborate on specific records.
• Analytics KPIs for supplier portal scenarios.

• Connectivity to various source systems.

• Notification on status updates.
Ingesting data from customers systems
Users, automatically Jun 2023 To be announced
Business value
Bring data from disparate systems into Microsoft Supply Chain Center to generate a single
source of truth for the health of the supply chain. With data in a single location, you can
easily get insights from previously disconnected data sources.
Feature details
Through Power Query Online connectors, you can ingest your data and your supply chain
constituents' data into Microsoft Supply Chain Center. Data can come via a CSV file, Excel,
databases, ERP systems, and more. Once ingested, Supply Chain Center modules can use
that data to create insights to gain visibility of your supply chain.
We will focus on connectors that bring data to support SAP ECC customers looking to
leverage supply and demand insights and our Intelligent Order Management capabilities
within Microsoft Supply Chain Center.
Overview
Built on a modern, open platform, Dynamics 365 Intelligent Order Management provides the
flexibility companies need to capture orders from any order source, including e-commerce,
marketplace, mobile apps, or traditional sources like electronic data interchange. Companies
can fulfill those orders from their own warehouses, third-party logistics providers, stores, or
drop-ship with vendors or other delivery fulfillment partners using out-of-the-box, prebuilt
connectors from an ecosystem of more than 200 Microsoft Power Platform connectors.
Intelligent Order Management leverages an integrated, real-time inventory visibility service, a
microservice built on Microsoft Dataverse that is highly scalable and extensible, providing a
single, global view of the inventory positions across systems. Intelligent order management
also uses distributed order management to give real-time recommendations for each order
to fulfill orders accurately and cost-effectively, improving supply chain efficiency to better
meet customer expectations.
With Intelligent Order Management, brand owners gain real-time visibility into each step of
the order journey, and fulfillment insights in real time through customizable and integrated

dashboards that enable their supply chain team to overcome constraints and improve
operational efficiency.
Upcoming new features for 2023 release wave 1 include:
• New support for business to business (B2B) order management scenarios.
• Extensible and configurable fulfillment optimizations.
• Enhanced integration with Dynamics 365 Commerce and Advanced Warehousing.
• Real-time shipping and costs provided to customers on multiple e-commerce platforms.
• Continued expansion of providers.
NOTE Dynamics 365 Intelligent Order Management will continue to be sold standalone until
Microsoft Supply Chain Center is generally available.
Create a purchase order from a sales order
Business value
Intelligent Order Management enables you to create a purchase order from a sales order.
With this functionality, you can fulfill a sales order by raising a purchase order to a supplier
and consuming the stock for the sales order.
Feature details
This feature will provide the following capabilities:
• An action to create a purchase order based on a policy or rule in the sales order
orchestration flow, and then process the purchase order in the supply chain app.
• Linkage to the purchase order and the purchase order status at the Sales order product
level.
• Release the sales order line to fulfillment and change the state based on receipt of the
linked purchase order product.
• Display the related sales order product from the Purchase order product page.
Enable flexible DOM constraints and processing strategies for effective

fulfillment

Business value
This feature in Intelligent Order Management enables business users to configure multiple
rules that enhance their fulfillment strategies and enable priority rule-based constraints that
can be reprocessed for better optimization.
Feature details
Dynamics 365 Intelligent Order Management will enable customers to configure the
prioritization for fulfillment options. The new capability will allow customers to define
constraints as soft or hard, providing more flexibility to distributed order management
(DOM) processing.
Customers will also be able to split deliveries and set order amount restrictions on
fulfillments.
This feature enhances DOM with the following additional constraints:
• DOM constraints for maximum rejects, minimum inventory levels
• Maximum order constraints
• Time-based optimization
• Online/offline stores
• Ship from store eligibility
Enable flexible DOM constraints and processing strategies for effective fulfillment

Enable orchestration of purchase orders
Business value
This feature provides purchase order orchestration so customers can incorporate basic rules
such as validation prior to fulfillment in their supply chain app. Customers can also manage
states for a purchase order within Intelligent Order Management as they flow back from
Dynamics 365 Supply Chain Management and custom provider integrations with suppliers
and supplier portal or the transportation management carriers.
Feature details
The following capabilities will be added for purchase order orchestration:
• Provide an Orchestrate function for purchase orders that will allow creation of actions
and policies as part of the journey.
• Enable state entity for purchase orders and transfer orders.
• Light up purchase order dashboards to represent key measures such as In-transit,
Delayed, and Received.
B2B inbound orchestration

The following capabilities will be added for business to business (B2B) inbound orchestration:
• Integrate with the Load entities from Supply Chain Management to create an entity to
support inbound orchestration with transport management system (TMS) carriers.
• Support integration with TMS systems to bring in real-time transportation status for
purchase orders, with the introduction of Load entities.
• Light up basic dashboards on load statuses to provide visualizations of the inbound
transportation statuses.
Enable orchestration of transfer orders
Business value
This feature enables you to orchestrate transfer orders by incorporating basic rules such as
validation prior to fulfillment in a supply chain app. You can also manage states for transfer
orders within Intelligent Order Management.

Feature details
This feature will provide the following capabilities:
• The ability to orchestrate transfer orders so basic validation policies can be set up prior
to fulfillment in a supply chain app.
• Management of the states of transfer orders by mapping the states from the supply
chain app for shipping and receiving.
Enhance e-commerce carting experience with FedEx estimated dates and rates
Business value
This feature in Intelligent Order Management provides a set of API libraries that help
determine the best possible fulfillment option (store/distribution center) for customers
during their experience using the cart.
The new APIs will be platform-agnostic for e-commerce platforms and provide a plug-and-
play solution for e-commerce channels.
Feature details
Factors such as store/distribution center cutoff time, pickup schedule, working calendars of
the store and distribution center, and the distance from the customer's address are
processed by the APIs.
Customers can integrate this generic API in their e-commerce channels. The API will closely
integrate with FedEx to determine the estimated delivery dates and rates for the services.
The feature will incorporate distributed order management (DOM) flexibility of constraints to
determine the best possible fulfillment source and integrate with FedEx APIs to determine
estimated fulfillment dates and their rates of fulfillment.

Enhance e-commerce carting experience with FedEx estimated delivery dates and dynamic
rates integration
Expose inventory capabilities as microservices
Business value
Enable inventory capabilities as microservices to get updates from different e-commerce
systems or ERPs.
Feature details
These microservices allow updates from different e-commerce systems or ERPs for the
following areas:
• Inventory Query
• Inventory reservation
• Inventory ATP
• Inventory allocation
• Inventory On hand schedule changes

Integrate Intelligent Order Management with advanced warehouse

management
Business value
By enabling a tight integration between advanced warehouse management in Dynamics 365
Supply Chain Management, Intelligent Order Management provides customers the ability to
use the distributed order management (DOM) engine to determine the optimal fulfillment
source for orders. You can use the advanced warehouse management capabilities in Supply
Chain Management to process fulfillment. Intelligent Order Management also provides
visibility into transactions by representing order statuses and last-mile carrier status.
Feature details
With this feature, Intelligent Order Management will provide the following capabilities:
• Represent picking, packing, and shipping statuses from Supply Chain Management, and
update the statuses in the State entity on sales orders and fulfillment orders in Intelligent
Order Management. State and State reasons in Intelligent Order Management will be
expanded to represent the individual warehouse management statuses on sales and
fulfillment orders in real time and will show the most updated view of the transaction in a
single pane.
• Represent the Line quantity view for picking, packing, and shipping from Supply Chain
Management and update the value in the Sales order entity in Intelligent Order
Management. This value will show the ordered quantity versus the shipped quantity for
each sales order product and can help customers drill into any exception or partial
shipment scenarios.
Support to create a transfer order from a sales order
Business value
Intelligent Order Management enables you to configure orchestration to create a transfer
order that transfers inventory from another source when it is not available at a certain
fulfillment location so the orders can be fulfilled. This provides support for scenarios such as
ship to store when store inventory needs to replenish from a DC to support customer order
scenarios.

Feature details
As part of this feature, an action is created in Intelligent Order Management to create a
transfer order from sales order orchestration using an inventory rule or policy. The transfer
order is attached to the sales order line and is also dual written to Microsoft Dynamics 365
Finance for processing. The updates on the transfer order will flow back to Intelligent Order
Management and are available and navigable from sales order product views. The sales
order status may be held until the transfer is complete.
Use post-purchase features with store fulfillment orders
Business value
To support scenarios such as buy online, pick up in store (BOPIS), buy online, return in store
(BORIS), and ship from store, Dynamics 365 Intelligent Order Management will use its
distributed order management (DOM) functionality to find the most suitable retail store for
fulfillment before the customer synchronizes their online store order to the Retail Cloud
Scale Unit (RCSU) and Commerce headquarters. Customers can also print shipping labels for
packages using the new Intelligent Order Management and FedEx API integration feature.
Status updates for store transactions will be displayed so that Intelligent Order Management
can be used as a single source of truth for orders.
Feature details
The following functionality will be enabled with this feature:
• Synchronize the online store orders to RCSU and Commerce headquarters after
performing fulfillment optimization through the Intelligent Order Management DOM
engine. This will allow customers who don't use the carting experience to call the DOM
API service to determine the most optimal fulfillment source before syncing orders to
RCSU and Commerce headquarters.
• Represent the post-purchase status of retail store orders in real time with the State entity
in Intelligent Order Management. This will allow customers to view the status of retail
orders in one pane, without switching applications.
• Enable the generation of a shipping label through FedEx integration with API call from
the point of sale (POS) app. This will allow customers to take advantage of the
integration with FedEx shipping labels and last-mile tracking of shipments.
The post-purchase experience will be automatically enabled for all customers using an
Intelligent Order Management instance with dual-write enabled.

Use post-purchase features with store fulfillment orders
Overview
upstream supply constraints and shortages through supply intelligence. Organizations can
perform simulations using data from their supply chain network to predict being out of
stock, over-stocking, or missed-order lines. Combined with smart news insights, which
provides relevant news alerts in the Supply Chain Center on external events, supply chain
practitioners can make decisions and plan with real-world event information and historical
insights for product demands.
Create new KPIs and customize out-of-box analytics
Business value
You can leverage the full extent of data in Microsoft Supply Chain Center to build rich
analytics that suits your business/industry-specific needs.
Feature details
Create custom KPIs using the data from multiple data sources and modules in Microsoft
Supply Chain Center using a custom KPI builder. Create calculated measures using a

calculation expression builder. Support basic calculations and data visualization options, as
well as customize existing out-of-the-box analytics.
Minimize supply chain disruptions with AI-driven KPIs and recommendations
Business value
With AI-driven insights you can measure the health of your supply chain and be prepared to
respond to potential disruptions, which in turn can minimize the impact of those events on
your business and your customer satisfaction.
Feature details
Bring together data from your transactional systems, along with the data that your supply
chain constituents share with you, to generate KPIs that show the health of your supply
chain. An intelligent inventory AI model brings together historic data with your defined
parameters to recommend when and how much to reorder stock for a given item and
warehouse location. You can always see the parameters that go into the AI model,
understand how it generates the recommendations, and adjust if needed.

FastTrack for Dynamics 365

implementation portal preview
IMPORTANT Some of the functionality described on this release plan has not yet been
released. Delivery timelines may change and projected functionality may not be released (see
Microsoft policy).
NOTE This portal experience is in preview. Share your feedback and help us improve.
Overview
The FastTrack for Dynamics 365 implementation portal is a tool to help customers and
partners drive their Dynamics 365 implementations toward a successful launch. The portal
provides contextual implementation guidance and risk mitigation practices for a project's
different workloads and apps. You may have already used it as part of one of the FastTrack
for Dynamics 365 programs, but we are now making it available as a unified self-service
experience for all customers.
By onboarding a project to the implementation portal, customers will get access to direct
guidance aligned with the Success-by-Design implementation framework, recommended by
the FastTrack and product engineering teams.
In 2023 release wave 1, we focus on bringing value and improvements to several areas.
In project user experiences, we:
• Simplified sign-in and onboarding experience for any user, using work or personal
accounts. 
• Improved project portfolio and summary/detail views.
• Added ability to profile projects by products, features, and characteristics. 
• Added new ability to consume generated implementation guidance. 
In tenant admin experiences:
• A customer tenant administrator can onboard Dynamics 365 projects for customer
engagement apps and existing finance and operations apps to the portal. New projects
for finance and operations apps are automatically onboarded from Dynamics 365
Lifecycle Services. 
In project admin user experiences:
• Project admins can onboard new project users and new project admins to the portal. 
Back to Contents FastTrack implementation portal 366

Additional updates include:

• As the project evolves through the phases, and products, features, or characteristics are
updated, the implementation guidance is incrementally added to the context of the
project.
• Different users in the same project can customize their experience and read, pin, or
dismiss guidance topics. They can set filters and use search functions to help focus their
reading.
See also
Microsoft Dynamics 365 Implementation Guide
Success By Design for Dynamics 365
Back to Contents FastTrack implementation portal 367

Deprecation of Dynamics 365 apps

A feature or capability that’s deprecated is one that we intend to remove in a future release.
The feature or capability will continue to work and will be fully supported until it’s officially
removed. After it’s removed, the feature or capability will no longer work. Deprecation
notifications can span a few months or years.
We encourage you to use this information, along with the release plans, to prepare for future
releases. This notice is intended to give you sufficient time to plan and update your code
before a deprecated feature or capability is removed.
• A deprecated feature is not in active development and may be removed in a future
update.
• A removed feature is no longer available in the product.
For the current lists of Dynamics 365 deprecations, visit:
• Sales
• Customer Service
• Field Service
• Finance and Operations apps
• Universal Resource Scheduling
• Healthcare accelerator
• Financial services accelerator
Other deprecations
For the lists of other deprecations, visit:
• Important changes (deprecations) coming in Power Apps and Power Automate
See also
• Microsoft Power Platform 2022 release wave 2 plan
• Dynamics 365 and Microsoft Power Platform release plans
• Microsoft Lifecycle Policy
Back to Contents Dynamics 365 app deprecation 368

2023 release wave 1 features

available for early access
This topic lists the Power Platform features that can be enabled for testing in your
environment beginning January 30, 2023. Features from the following apps are available as
part of early access:
• Power Apps
The features from these apps update the existing user experiences. You can opt in early to
enable these features in your environment. This will allow you to test these features and then
adopt them across your environments. For information on how to enable these features, go
to Opt in to 2023 release wave 1 updates.
IMPORTANT Other early access features may impact your users. To learn more about these
features, visit:
• Dynamics 365 2023 release wave 1 features available for early access
• Solutions 2023 release wave 1 features available for early access
Power Apps
For a complete list of the Power Apps features, go to What's new and planned for Power
Apps.

availability
Look up records easily with modern Users, automatically Jan 30, 2023 Apr 2023
advanced find
Power BI quick reports in Power Apps Users, automatically Jan 30, 2023 Apr 2023
enabled by default
View offline sync icon in the navigation Users, automatically Jan 30, 2023 Apr 2023
bar
Back to Contents Power Platform: early access features 369

Power Apps
Plan and prepare for Power Apps in 2023 release wave 1
overview and what's new and planned for Power Apps.
Overview
Microsoft Power Apps is the industry-leading low-code application development platform
that underpins Dynamics 365 extensibility, Microsoft 365 customization, and a standalone
custom line of business applications for customers worldwide. Power Apps dramatically
lowers the cost, complexity, and time of software development through powerful low-code
development tools, a robust and secure data platform in Microsoft Dataverse, and hundreds
of connectors to common business data sources.
Power Apps is investing in several areas as part of Microsoft Power Platform 2023 release
wave 1:
• Reduce risk with advanced governance of low code to increase visibility and control
while supporting low code adoption.
• Accelerate app modernization and reduce costs by doing more with existing systems,
connecting Power Apps with existing or legacy sources of data.
• Efficient and productive experiences for makers and users to build higher quality apps,
quickly and efficiently.
For official product documentation and training for Power Apps, go to:
• Power Apps docs
• Power Apps training on Microsoft Learn
Investment areas
Back to Contents Power Apps 370

Efficient maker experiences

Power Apps and Dataverse enable organizations to build apps that use data from multiple
sources, including data from Microsoft Dataverse, and third-party sources. In 2023 release
wave 1, we'll continue to simplify the experience for makers building apps, working with data
and logic to ensure makers are as efficient as possible, while supporting scale to more
advanced scenarios.
Modern user experiences
Power Apps will continue to modernize the user experience supporting modern and intuitive
controls and experiences for users to work with across apps and Microsoft products in a
consistent and productive way.
check out the release plan for Power Apps below:

release plan.

Get the most out of Power Apps
Licensing Improve your understanding of how to license Power Apps.
Product documentation Find documentation for Power Apps.
User community Engage with Power Apps experts and peers in the community.
Product trials Get started with Power Apps.
What's new and planned for Power Apps

Microsoft policy.


Makers can build higher quality apps more efficiently.

Run automated tests for Users by admins, May 2023 -

custom pages and model- makers, or analysts
driven apps
Test Power Apps in CICD Admins, makers, May 2023 -

pipelines marketers, or analysts,
automatically
Reuse Power Fx formulas with Admins, makers, Jun 2023 - -

user defined functions marketers, or analysts,
automatically
Enhance delegation for Admins, makers, Apr 2023 - Apr 2023

UpdateIf and RemoveIf marketers, or analysts,
automatically
Coauthor with other makers in Users by admins, Sep 29, - Apr 2023
the modern app designer makers, or analysts 2022
Add table columns to forms Admins, makers, Jan 2023 - Apr 2023
and views automatically marketers, or analysts,
automatically
Turn existing artifacts into Users by admins, May 8, - Apr 2023

working apps with Express makers, or analysts 2022
design in Figma
Be more productive with Users by admins, - - Apr 2023

modern app designer makers, or analysts
improvements


Create virtual tables easily in Admins, makers, Jan 2023 - Apr 2023
Maker Portal marketers, or analysts,
automatically
Drag and drop to build Users by admins, Jul 2023 - Sep 2023
responsive pages more easily makers, or analysts

Modern and easy user experiences promote maximum productivity.

Look up records easily with Users, automatically - Jan 2023 Apr 2023
modern advanced find
Power BI quick reports in Power Users, automatically - Jan 2023 Apr 2023
Apps enabled by default
View offline sync icon in the Users, automatically - Jan 2023 Apr 2023
navigation bar
Enjoy the new look and feel for Users by admins, Jan 2023 - Apr 2023
model-driven Power Apps makers, or analysts
Build canvas apps by using new Users by admins, Feb 2023 - Jun 2023
and refreshed controls makers, or analysts
automatically.

page.
Overview
Power Apps and Dataverse enable organizations to build apps that use data from multiple
sources, including data from Microsoft Dataverse, and third-party sources. In 2023 release
wave 1, we'll continue to simplify the experience for makers building apps, working with data
and logic to ensure makers are as efficient as possible, while supporting scale to more
advanced scenarios.
Run automated tests for custom pages and model-driven apps
Users by admins, makers, or analysts May 2023 - -
Business value
Test Engine is the future of testing Power Apps. With its initial launch in late 2022, the open-
source Test Engine project took the first step in realizing a unified testing solution for Power
Platform, provided makers the capability to write tests in Power Fx for their canvas apps and
run them locally. We're enhancing Test Engine, to ensure makers have the tools they need to
ensure the quality of their apps, with support for local testing of model-driven apps and
custom pages, providing one way to test Power Apps of all types.
Feature details
Testing is an important part of the software development life cycle. Adequate functional
testing of applications helps to ensure that business processes stay unblocked, helps to
reduce support costs, and helps to build trust in your applications. As apps grow and
become more complex, the ability to ensure that changes do not break or alter the app
experience becomes even more critical. Our mission is to empower all app makers to easily
create robust tests that can be seamlessly integrated into your organization’s application
lifecycle management (ALM) practices.
Test Engine is an evolution of our Power Apps testing tools. Test Engine builds upon the key
use cases of Test Studio but takes it in a new, powerful direction through open-source
collaboration and use of the Playwright browser testing platform. The goals of Test Engine
are to provide customers with a robust testing platform for all types of Power Apps and to
make it super easy to integrate automated testing into your app development processes.

This feature builds upon the existing release of Test Engine by adding support for model-
driven apps and custom pages. Now, makers can use one unified tool to write and execute
tests for all types of Power Apps.
YAML and Power Fx based test plan definition.
Test Power Apps in CICD pipelines

Admins, makers, marketers, or analysts, May 2023 - -

automatically
Business value
Test Engine is the future of testing Power Apps. With its initial launch in late 2022, the open-
source Test Engine project took the first step in realizing a unified testing solution for Power
Platform provided makers with the capability to write tests in Power Fx for their canvas apps
and run them locally. We're enhancing Test Engine to enable test automation with Power
Platform CLI, Azure DevOps tasks, or GitHub Actions, enabling organizations to run test
passes as part of their ALM strategy.
Feature details
Testing is an important part of the software development lifecycle. Adequate functional
testing of applications helps to ensure that business processes stay unblocked, helps to
reduce support costs, and helps to build trust in your applications. As apps grow and
become more complex, the ability to ensure that changes don't break or alter the app
experience becomes even more critical. Our mission is to empower all makers of Power Apps
to easily create robust tests that can be seamlessly integrated into your organization’s
application lifecycle management (ALM) practices.
Test Engine is an evolution of our Power Apps testing tools. Test Engine builds upon the key
use cases of Test Studio, but it takes it in a new, powerful direction through open source

collaboration and use of the Playwright browser testing platform. The goals of Test Engine
are to provide customers with a robust testing platform for all types of Power Apps and to
make it super easy to integrate automated testing into your app development processes.
This feature builds upon the existing release of Test Engine by adding support that makes it
easy for makers to integrate automated testing into CI/CD processes. With this feature set,
Test Engine is now part of the Power Platform CLI and makers can now execute tests with a
single command without having to build a GitHub project. With GitHub and Azure DevOps
integration, it's now easy for makers to make automated testing part of their ongoing
processes.
Add automated app testing into your Power Apps ALM processes.
Reuse Power Fx formulas with user defined functions

Admins, makers, marketers, or analysts, Jun 2023 - -

automatically

Business value
Organize and reuse formulas by encapsulating logic into functions.
Feature details
Power Fx now supports user defined functions. Large formulas can be split into smaller parts,
which is easier to understand, test, and reuse across an app. Functions can be recursive and
can be imperative with side effects.
Power Fx user defined function and formula.
Enhance delegation for UpdateIf and RemoveIf

Admins, makers, marketers, or analysts, Apr 2023 - Apr 2023

automatically
Business value
Customers can ensure that their apps are more performant and can execute actions that
affect more than 500/2000 records correctly.
Feature details
This feature will allow Power Fx to delegate the UpdateIf and RemoveIf functions to be
executed on Dataverse. They won't be subject to delegable limits. It will allow the delegation
of greater than 2,000 records.

Coauthor with other makers in the modern app designer
Users by admins, makers, or analysts Sep 29, 2022 - Apr 2023
Business value
With the coauthoring feature, makers can edit together in the modern model-driven app
designer. Teams can collaborate simultaneously and see the results in real time.
Feature details
Coauthoring in the modern model-driven app designer allows multiple makers—whether pro
or citizen developers—to make changes to the app at the same time and see those changes
in real time. As a result, teams can innovate together and build stronger connections
between professional developers and business domain experts, a critical ingredient to
maximizing low-code development.
See also
Coauthoring in model-driven apps (docs)
Add table columns to forms and views automatically


automatically
Business value
One of the biggest friction points for Microsoft Dataverse makers today is that when creating
table columns, the forms and views to be used for their model-driven apps aren't
automatically updated. As a result, every time a new column is created, makers will need to
manually update their forms and views. With this feature, makers can update their forms and
views on the fly as they work on their table schema in the table designer or table hub.
Feature details
Makers will be able to add table columns to selected forms and views through the table
designer and table hub. An Update forms and views button will show up as the entry point
of the feature in the table hub, full-page table designer, and inline table designer in the
model-driven app designer. Selecting the button will allow makers to configure what table
columns to add to the forms and views for the table.
The feature will be automatically enabled for all makers when generally available.

Turn existing artifacts into working apps with Express design in Figma
Users by admins, makers, or analysts May 8, 2022 - Apr 2023
Business value
Express design is a new way to quickly get started with Power Apps by instantly transforming
your visual design into an app. With Express design, makers can quickly turn existing design
artifacts (including paper forms, whiteboard sketches, and Figma files) directly into a working
app. The ability to create apps directly from Figma design files helps bridge the gap between
design and development by accelerating the app UI development process. It allows
developers and designers to collaborate effectively and efficiently to deliver great user
experiences with low cost and effort.
Feature details
Designers can create designs in Figma using the Create Apps from Figma UI Kit, which
provides supported components for Power Apps and includes detailed instructions for how
to use the kit. Once the designs are created, simply provide the link to the Figma design file,
and Power Apps will generate a new canvas app based on those designs. The design frames
are automatically converted into screens in Power Apps. Once the app UI is ready, you can
extend this app by connecting to data, adding app logic, and adding more screens and
controls.
Convert your Figma designs into pixel perfect Power Apps using Express design.
See also
Express design (docs)

Be more productive with modern app designer improvements
Business value
Based on the feedback we've received from makers, we're making it easier for makers to
create and edit views and forms within the modern app designer. These incremental
improvements will help makers be more productive.
Feature details
The modern model-driven app designer will now open all component designers (forms,
views, and custom page designers) directly inline, with the option to open in a new tab. This
allows makers to be more productive when authoring the components of their model-driven
apps.
The modern app designer will also have a new navigation pane. This is an improvement
made to the current sitemap editor to be more intuitive and discoverable. Makers will be
more productive when editing the contents of their apps using the new maker navigation
interface.
Create virtual tables easily in Maker Portal


automatically
Business value
Virtual tables allow makers to use existing data from sources like SQL and SharePoint in
Dataverse. The data can continue to live in the source, without being migrated into
Dataverse. Once virtualized, the tables act like standard Dataverse tables. For example,
makers can create relationships between virtual tables and other Dataverse tables. In
addition, makers can use virtual tables to work with data from SQL directly in a model-driven
app.
Feature details
Although virtual tables have been available, the creation process has been difficult, requiring
users to rely on documentation and other sources of guidance. The experience to date has
been reserved for advanced users who are proficient in coding.

By introducing a guided, step-by-step wizard in Power Apps, all makers can quickly and
easily create virtual tables in minutes. Existing virtual table users will find a dramatic decrease
in clicks, time, and resources needed to create virtual tables.
Virtual tables will give makers new ways to use Dataverse to read and update data sourced in
SQL and SharePoint. They can bring these datasets into model-driven apps and create new
relationships with existing data.
Screenshot of creation wizard pick a table.
Drag and drop to build responsive pages more easily
Users by admins, makers, or analysts Jul 2023 - Sep 2023
Business value
The introduction of the responsive layout containers unlocked the ability for makers to
create one app for multiple form factors. Now, we're making the responsive layout
containers easier than ever to use with drag and drop.
Feature details
The new layout configuration allows makers to add and easily reorder controls within
responsive layout containers. Makers can resize controls and adjust the spacing between
them right in the authoring canvas.

Screenshot of the Power Apps Canvas studio and responsive layouts with spacer tools.
Overview
Power Apps will continue to modernize the user experience supporting modern and intuitive
controls and experiences for users to work with across apps and Microsoft products in a
consistent and productive way.
Look up records easily with modern advanced find
Business value
With modern advanced find enabled by default, you can be more productive in filtering data
based on specific records on all grid pages in an app.
Feature details
Adding a condition or editing an existing condition on lookup columns in the Edit filters
pane on grid pages is easier with the Advanced lookup option. You can see more fields per
record and search for records within a specific view to choose the right record to filter
against.

Admins can disable this capability in Power Platform admin center by toggling the setting
Show advanced lookup in lookup fields within Edit filters.
Advanced lookup option in Edit filters.
Advanced lookup in Edit filters.

Power BI quick reports in Power Apps enabled by default
Business value
Create reports in the Power BI service starting with a view in a model-driven app. Power BI
automatically generates the visuals for you, so you can start exploring the data with just a
few clicks.
Feature details
The capability to enable Power BI quick report visualization on a table is available on all grid
pages. All apps have this capability enabled by default, with the app setting still available for
makers to disable per app.
With the Visualize this view option on all grid pages, you can:
• Create a Power BI quick report, starting from a view with just a one button-click. The
Power BI service generates visuals and a layout intelligently based on the underlying
data.
• Make any necessary modifications to visuals, filters, or columns (or any combination of all
three) using the display name of the columns on the quick report.
• Save the Power BI report to a workspace of your choice, so you can access it anytime and
customize it for your needs.
All of these capabilities have already been generally available and enabled by default for new
apps.
View offline sync icon in the navigation bar
Business value
The offline sync icon is now always visible in the mobile navigation bar. The icon provides
contextual information, such as if the app is connected, if data is currently refreshing,
whether there are pending user updates that haven't synchronized yet, and whether the sync
has an error or warning. The icon still allows access to the sync status page, which has been
improved with details related to pending changes.

Feature details
The offline sync icon is now visible in the main navigation on iOS and Android devices. The
icon has several badges that represent sync states:
• Connected
• Not connected
• Syncing data
• Pending changes
• Error
• Warning
The sync status page has also been improved to provide more details. These details help
users take effective actions in regards to the status of the data available on their devices.
Enjoy the new look and feel for model-driven Power Apps
Users by admins, makers, or analysts Jan 2023 - Apr 2023
Business value
Model-driven Power Apps now have an updated user interface aligning to the latest
Microsoft Fluent Design System. This provides makers with beautiful controls and
experiences to delight their users.
Feature details
The new look and feel for model-driven Power Apps include new controls, layouts, fonts,
colors, and more. The updated user interface is a per app, opt-in feature. When enabled,
model-driven apps will use the latest Microsoft Fluent Design-based elements as they're
released.
Microsoft Fluent is an open-source, cross-platform design system to create engaging
product experiences—accessibility, internationalization, and performance included.

Build canvas apps by using new and refreshed controls
Users by admins, makers, or analysts Feb 2023 - Jun 2023
Business value
Power Apps now have an updated user interface aligning to the latest Microsoft Fluent
Design System. This provides makers with beautiful controls and experiences to delight their
users.
Feature details
The new look and feel for canvas apps will be an opt-in feature for makers that will enable
Fluent-based designs, theme, and updated styling like fonts, colors, borders, shadows, and
more.

Power Automate
Plan and prepare for Power Automate in 2023 release
wave 1
overview and what's new and planned for Power Automate.
Overview
Microsoft Power Automate provides the tools that you can use to improve productivity in
your organization by automating repetitive, time-consuming tasks. Power Automate
provides a better way to get things done across your organization through cloud flows and
robotic process automation (RPA). It's deeply integrated with the Microsoft 365 ecosystem
and the rest of Microsoft Power Platform.
Power Automate is investing in several areas as a part of Microsoft Power Platform 2023
release wave 1 around the following three themes:
• Driving organization-wide low code adoption: Our focus is on making sure IT leaders
in every organization are ready and resourced to broadly scale Power Platform across the
entirety of their organizations.
• Achieving experience excellence: We'll provide simpler, modern authoring experiences
infused with intelligent assistance at every step. The experience will feel more like the rest
of the Microsoft cloud, including seamless collaboration throughout a user's workday.
• Enabling flagship solutions with high scale: Users are increasingly betting on Power
Platform to drive critical business processes across the enterprise. The professional
developers and fusion teams driving these flagship solutions have needs that extend
beyond traditional no-code citizen development.
For official product documentation and training for Power Automate, go to:
• Power Automate docs
• Power Automate training on Microsoft Learn
Back to Contents Power Automate 388

Investment areas
Desktop flows
Desktop flows is the Robotic Process Automation (RPA) solution within Power Automate.
Desktop flows provides automation for Windows desktop applications, services, and
experiences for orchestration and deployment within Power Platform. In 2023 release wave 1,
we'll invest in desktop flows in the following ways:
• Drive adoption within large and small enterprises, delivering features that enable
organizations to deploy their automations at scale.
• Provide citizen developers with delightful first run experiences with high ease of use and
fast access to hosted resources so they can build or run their automations.
• Enable ISV integrations, opening new options for partners to build RPA solutions based
on desktop flows decoupled from cloud flows.
Cloud flows
Cloud flows is a core automation capability in Power Automate that allows customers to
focus on what matters and automate the rest. Cloud flows capabilities include:
• Integration with applications like Microsoft Teams, SharePoint, OneDrive, Dynamics 365
suite of applications, and more.
• Integration with the rest of Microsoft Power Platform, including the ability to invoke
workflows from an app created using Power Apps, when a data alert is triggered in
Power BI, or to take an action in Power Virtual Agents.
• Mobile applications that help customers receive notifications, perform approvals, and
invoke and monitor automation runs on the go.
In 2023 release wave 1, we're focusing on making it easier to build and share automations
and help organizations drive adoption with confidence through deeper governance and
privacy controls.
check out the release plan for Power Automate below:


release plan.
Get the most out of Power Automate
Licensing Improve your understanding of how to license Power Automate.
Product documentation Find documentation for Power Automate.

User community Engage with Power Automate experts and peers in the community.
Product trials Get started with Power Automate.
What's new and planned for Power Automate

Microsoft policy.
Cloud flows
Use the new cloud flows features to automate tasks across hundreds of connectors.

Push cloud flow execution Users by admins, Jun 2023 - -

data into Application Insights makers, or analysts
Monitor performance for Admins, makers, Sep 2023 - -

cloud and desktop flow marketers, or analysts,
activities automatically
Store cloud flow execution Admins, makers, Sep 2023 - -

history in Microsoft Dataverse marketers, or analysts,
automatically
Use natural language to Admins, makers, - - May 2023

create flows marketers, or analysts,
automatically


Generate expressions from Admins, makers, Oct 10, - May 2023

examples marketers, or analysts, 2022
automatically
Define sequential approvals Admins, makers, - - May 2023

in Power Automate marketers, or analysts,
automatically
Use native integration for Admins, makers, Mar 2023 - May 2023
flows in Excel marketers, or analysts,
automatically
Desktop flows
Use the new desktop flows features to automate tasks on your Windows PC.

Create desktop flow Admins, makers, Apr 2023 -

connections without marketers, or analysts,
passwords automatically
Monitor ROI performance in Admins, makers, Sep 2023 -

desktop flows marketers, or analysts,
automatically
Pass complex data between Admins, makers, Sep 2023 -

parent and child desktop marketers, or analysts,
flows automatically
Support direct connectivity Admins, makers, Sep 2023 - -

with Power Automate for marketers, or analysts,
desktop automatically
Introduce UISpy to work with Admins, makers, - - Apr 2023

UI elements marketers, or analysts,
automatically
Learn about Power Automate Admins, makers, - - May 2023

for desktop on the login marketers, or analysts,
screen automatically


Manage work queues for Admins, makers, May 2023 - Sep 2023
desktop flows marketers, or analysts,
automatically
automatically.
page.
Cloud flows
Overview
Cloud flows is a core automation capability in Power Automate that allows customers to
focus on what matters and automate the rest. Cloud flows capabilities include:
• Integration with applications like Microsoft Teams, SharePoint, OneDrive, Dynamics 365
suite of applications, and more.
• Integration with the rest of Microsoft Power Platform, including the ability to invoke
workflows from an app created using Power Apps, when a data alert is triggered in
Power BI, or to take an action in Power Virtual Agents.
• Mobile applications that help customers receive notifications, perform approvals, and
invoke and monitor automation runs on the go.
In 2023 release wave 1, we're focusing on making it easier to build and share automations
and help organizations drive adoption with confidence through deeper governance and
privacy controls.

Push cloud flow execution data into Application Insights
Users by admins, makers, or analysts Jun 2023 - -
Business value
Administrators can leverage their existing Application Insights instances in Azure to monitor
automations within an environment.
Feature details
With the first click stop of this integration (or milestone in the continuous range of reference
points in this integration), admins can push cloud flow execution data into Application
Insights. This push can then be used for advanced monitoring and alerting scenarios for
automations running in an environment.
Monitor performance for cloud and desktop flow activities

Admins, makers, marketers, or analysts, Sep 2023 - -

automatically
Business value
Customers can use a central consolidated view to monitor and understand the executions
across cloud and desktop flows.
Feature details
With this feature, you have a single consolidated view to understand the automation
performance across your cloud and desktop flows. This feature enables you to:
• Understand the top trends across all of your automation assets (for example, success and
failure) across different time periods.
• Understand top errors and their trends.
• Configure corrective actions and alerts for specific error types.
• Estimate the return on investment (ROI) of different automations.

Store cloud flow execution history in Microsoft Dataverse


automatically
Business value
You can use your Dataverse instances to build custom, longer-term reports based on the
flow execution history.
Feature details
With this feature, you can use Dataverse to store your flow execution data. This enables you
to:
• Build custom reports for automation ROI (return on investment), monitoring, and more.
• Retain flow execution records for longer than the current limit of 30 days.
• Centralize the automation execution storage data across cloud and desktop flows.
Use natural language to create flows

Admins, makers, marketers, or analysts, - - May 2023

automatically
Business value
Easily get started building new cloud flows by describing them in natural language. This
feature supports additional actions, connectors, geo-availability, parameter filling, and
explainability to make the experience even easier.
Feature details
Using state-of-the-art AI models like GPT3, Power Automate can take natural language as
input to create flows. You can use everyday natural language to describe the cloud flow that
you want, and Power Automate will create it based on your written description of the
scenario to automate. This feature makes it easier for you to build different types of
automation faster, allowing a broader population of business users to use Power Automate
in a truly no-code experience.

The feature launched in preview for the United States region at Ignite 2022. Now, we'll be
making the feature generally available, adding several new enhancements in the process:
• Support for more connectors and actions. Power Automate understands natural
language input to build flows that include Dataverse, approvals, and Power Apps.
• Availability in EU (European Union) region and GCC (Government Community Cloud).
• Automatic flow parameter filling. Once a flow is created in natural language, the flow
won't only include the individual actions but also the parameters in the action cards.
• Explainability to understand how your description of the flow translates to the different
flow actions with suggested improvements.
Generate expressions from examples

Admins, makers, marketers, or analysts, Oct 10, - May 2023

automatically 2022
Business value
Easily format date, number, and text fields without having to author complex expressions. By
providing examples of date, number, or text values and the desired output, you can easily
format your values to look exactly how you want them to appear.
Feature details
Power Automate has a rich expression language that you can use to format the different
values within your cloud flows; however, finding the appropriate expression to use can be
time consuming, particularly for new users. To address this, we’re introducing format by
examples. Show Power Automate an example of a value that you want to format and the
desired output, and Power Automate will suggest the appropriate expression to use. With
this feature, you can easily format dates, numbers, and texts.
See also
Format data by examples preview (docs)
Define sequential approvals in Power Automate


automatically

Business value
This feature allows users to create more complex approval workflows within Microsoft Teams
and Power Automate flows.
Feature details
With this feature, makers can define multiple levels/stages in an approval flow in Microsoft
Teams or Power Automate and assign who needs to approve them. The approval request
goes to the next level/stage after all approvers in a previous level/stage approve the flow. If
someone rejects the flow at any level/stage, it's considered rejected, and it isn't passed on to
subsequent levels/stages. All approvers can see the history of the approvals at each stage
and the outcome.
Screenshot of the sequential approvals dialog.
Use native integration for flows in Excel

Admins, makers, marketers, or analysts, Mar 2023 - May 2023

automatically
Business value
Enable users to create and execute flows directly from within Excel, making it easier to work
with Power Automate flows.

Feature details
This feature brings Power Automate flow creation and run support directly within Excel. With
this feature, users can access Excel-specific templates from the Automate menu in Excel.
From there, they can easily use the template onboarding experience to set up the templates.
From this add-in, users will also be able to manage flows associated with the Excel file they're
currently accessing.
Desktop flows
Overview
Desktop flows is the Robotic Process Automation (RPA) solution within Power Automate.
Desktop flows provides automation for Windows desktop applications, services, and
experiences for orchestration and deployment within Power Platform. In 2023 release wave 1,
we'll invest in desktop flows in the following ways:
• Drive adoption within large and small enterprises, delivering features that enable
organizations to deploy their automations at scale.
• Provide citizen developers with delightful first run experiences with high ease of use and
fast access to hosted resources so they can build or run their automations.
• Enable ISV integrations, opening new options for partners to build RPA solutions based
on desktop flows decoupled from cloud flows.
Create desktop flow connections without passwords

Admins, makers, marketers, or analysts, Apr 2023 - -

automatically
Business value
Desktop flow users aren't limited to hard-coded credentials to use desktop flows. It's now
possible to set up a connection without providing a password, providing a more flexible
application lifecycle management (ALM) for desktop flows.
Feature details
With this feature, users can create a desktop flow connection specifying which machine to
target and their current user account. The desktop flow connection will be visible in the
Power Automate portal and can be used to launch a desktop automation.

Monitor ROI performance in desktop flows


automatically
Business value
With this new feature, CoE and business teams can define return on investment (ROI)
characteristics and closely monitor pre and post automation performances.
Feature details
Deciding on which automation project to invest time and resources requires a well-defined
automation backlog that has been prioritized based on impact and complexity of
automations and should be aligned with strategic corporate objectives.
You can consider the resulting ROI and operational insights this new feature brings in future
decision-making processes about which automation projects to start next.
Pass complex data between parent and child desktop flows


automatically
Business value
Before this feature, Power Automate for desktop didn't support passing Excel or browser
handle IDs initiated in a desktop flow between a parent and a child flow. The addition of this
feature avoids the use of workarounds to handle such scenarios.
Feature details
Using parent and child flows is a great way for customers to reuse logic between their
various workflows. It helps to avoid creating large, hard-to-maintain flows and enables you
to have smaller, more manageable units. A key part of child flows is the ability to pass
information from the parent. This functionality was limited in the past for some data types.
Now, Power Automate for desktop supports passing Excel and browser instance handle IDs
between parent and child desktop flows.

Support direct connectivity with Power Automate for desktop


automatically
Business value
Direct connectivity within Power Automate for desktop eliminates the requirement to install
the machine runtime app, which was previously used for attended runtime scenarios.
Feature details
Direct connectivity with Power Automate for desktop allows users to run desktop flows
initiated in the cloud directly through the desktop console. This feature eliminates the
requirement to install the machine runtime app, which was previously used to register
machines and during the runtime of cloud flows.
Introduce UISpy to work with UI elements


automatically
Business value
With this new component, you can view the details of all UI elements available on the screen
and create better custom selectors. You can discover all the UI elements of a window in an
easier and more user-friendly way and test specific actions on top of these UI elements.
Feature details
UISpy is a new sub-app of Power Automate for desktop. You can use it to inspect all the UI
elements of your screen, check the hierarchy trees of all windows, capture the elements you
desire, and test actions like click or populate without any interaction with the flow designer.
Learn about Power Automate for desktop on the login screen


automatically

Business value
This feature improves the login screen of Power Automate for desktop, so that users can
understand the product value before logging in.
Feature details
Power Automate for desktop has a new informative login screen that allows users who might
not be familiar with the product to understand its value, core features, and endless
possibilities for automation.
Manage work queues for desktop flows

Admins, makers, marketers, or analysts, May 2023 - Sep 2023

automatically
Business value
CoE teams and business stakeholders can jointly create, maintain, and control prioritized
work queues. Process and CoE admins can then closely monitor the performance and
efficiency of their work queues and respond to business exceptions that may occur across
their digital workforce.
Feature details
This feature introduces some key workload management features in the form of work
queues:
• Power Automate portal experience to create and manage work queues and their item
details
• Work queues support custom prioritization and built-in RBAC support
• Work queue interactions are supported through new actions in Power Automate for
desktop

Power Virtual Agents

Plan and prepare for Power Virtual Agents in 2023 release
wave 1
overview and what's new and planned for Power Virtual Agents.
Overview
Power Virtual Agents enable anyone in your organization to create AI-powered bots that can
chat with users about specific topics. Your bots can answer routine questions, resolve
common issues, or automate tasks that take up valuable customer or employee time.
Creating a bot is typically a complex and time-intensive process, requiring long content
update cycles and a team of experts. Power Virtual Agents gives anyone in your organization
the ability to create powerful custom bots using an easy, code-free graphical interface
without the need for AI experts, data scientists, or teams of developers. A bot can interact
with users, ask for clarifying information, and answer a customer's questions.
Power Virtual Agents has deep integration with Power Automate and the Microsoft Bot
Framework. Authors can extend their bots to integrate with API backends which enables bots
to handle additional topics, limited only by the author’s imagination. You can deploy bots to
many channels, including websites, Microsoft Teams, and Facebook.
The 2023 release wave 1 brings improvements to the authoring experience. This includes
topic overlap detection in all Power Virtual Agents languages, adaptive card authoring,
multi-modal response authoring, and more.
Investment areas
Back to Contents Power Virtual Agents 402

Core authoring
Create bots with Power Virtual Agents using the no-code authoring canvas to manage how
topics interact, design conversation flow, and customize the look and feel. Then test changes
to your bot without having to fully deploy it.
Enhance your bots further with variables and entities to make your bot more capable of
understanding your users. Then add rich content, such as Adaptive Cards and Speech
Synthesis Markup Language (SSML), to make your bots more relatable and easier to use.
Manage all of your bots in one place with the improved app navigation.
Bot configuration
Power Virtual Agents provides several ways to configure your bots to adapt to your needs.
Configuration settings also allow you to extend your bots with other services and features.
This includes authentication provider support, the use of Microsoft Bot Framework skills to
augment the bot’s capabilities, and channel integration, such as Microsoft Teams and
Facebook.
check out the release plan for Power Virtual Agents below:

release plan.

Get the most out of Power Virtual Agents
Licensing Improve your understanding of how to license Power Virtual Agents.
Product documentation Find documentation for Power Virtual Agents.
User community Engage with Power Virtual Agents experts and peers in the community.
Product trials Get started with Power Virtual Agents.
What's new and planned for Power Virtual Agents

Microsoft policy.

Bot configuration
Configure bots to suit the individual needs of an organization and to provide further
extensibility with other services and features.

availability
Trigger bot topics by events Admins, makers, marketers, or Nov 15, May 2023
analysts, automatically 2022
Use Power Fx expressions in Admins, makers, marketers, or Nov 15, May 2023
authoring canvas analysts, automatically 2022
Core authoring
Use the Power Virtual Agents conversational editor to construct your dialogs with rich
content, variables, and powerful entity types.

availability
Enrich conversations with Users by admins, makers, or Nov 15, May 2023
Adaptive Cards analysts 2022
Give users a natural Admins, makers, marketers, or Nov 15, May 2023
experience with multi-modal analysts, automatically 2022
response authoring
Use list variables and looping Users by admins, makers, or Nov 15, Jun 2023
in conversations analysts 2022



automatically.
page.
Bot configuration
Overview
Power Virtual Agents provides several ways to configure your bots to adapt to your needs.
Configuration settings also allow you to extend your bots with other services and features.
This includes authentication provider support, the use of Microsoft Bot Framework skills to
augment the bot’s capabilities, and channel integration, such as Microsoft Teams and
Facebook.
Trigger bot topics by events
Admins, makers, marketers, or analysts, automatically Nov 15, 2022 May 2023
Business value
Many bots need to perform pre- or post-message processing logic to meet key business
requirements. For instance, each message may need to be added to a central audit trail or
scanned for sensitive PII which needs to be redacted before being processed and stored in
analytics.
Feature details
Advanced triggering for Power Virtual Agents bots provides a powerful extensibility point
enabling bot authors to add processing logic at key events within a bot, such as when a
message is received and sent. A topic can now be triggered by events, enabling an author to
leverage connectors, Power Fx expressions, or any other node type, ensuring key extensibility
needs can be met.

Use Power Fx expressions in authoring canvas
Business value
A broad range of authoring personas can now author low-code expressions to perform
system integration and data management tasks that previously required software engineers.
For example, connectors can be invoked directly, and data returned can be manipulated to
retrieve key information.
Feature details
Expression authoring is a key capability for any bot in order to implement more
sophisticated logic. For example, you can now author expressions to perform data validation
or control looping logic. In addition, you can better manipulate data, performing operations
on variables (for example, adding a percentage). By retrieving data from connectors, you can,
for example, retrieve data from a JSON object or array.
See also
Create expressions using Power Fx (docs)
Core authoring
Overview
Create bots with Power Virtual Agents using the no-code authoring canvas to manage how
topics interact, design conversation flow, and customize the look and feel. Then test changes
to your bot without having to fully deploy it.
Enhance your bots further with variables and entities to make your bot more capable of
understanding your users. Then add rich content, such as Adaptive Cards and Speech
Synthesis Markup Language (SSML), to make your bots more relatable and easier to use.
Manage all of your bots in one place with the improved app navigation.
Enrich conversations with Adaptive Cards
Users by admins, makers, or analysts Nov 15, 2022 May 2023
Business value
Enrich Power Virtual Agents conversational experiences and address business scenarios that
require the bot user to interact with custom-formatted data or visual content.

Feature details
In this release wave, bot authors can create actionable and interactive rich media content
using Adaptive Cards.
Cards can enrich Power Virtual Agents conversational experiences and address business
scenarios that require the bot user to interact with custom-formatted data, manipulate visual
content, fill a form, and more.
Bot authors can select from a set of pre-built Adaptive Card templates in Power Virtual
Agents and fill them in with their data.
See also
Add an Adaptive Card (docs)
Give users a natural experience with multi-modal response authoring
Business value
Conversational experiences can support both text and speech and have more optimized
speech talk tracks (for example, more succinct) along with multiple variations to ensure the
experience is more natural.
Feature details
Response authoring within the authoring canvas now supports both text and speech
variations. By default, text responses will be used for speech, but you can choose to provide
a speech variation which will be used for speech-enabled channels, such as telephony.
Speech variations can make use of SSML optimizations to improve pronunciation and
provide more control generally on the text-to-speech operation.
Responses can use variables held in bot memory, and multiple variations can be authored,
which are chosen randomly for a given user to ensure a more natural experience.
See also
Add a speech message override (docs)
Use list variables and looping in conversations
Users by admins, makers, or analysts Nov 15, 2022 Jun 2023

Business value
Variable management ensures a wide range of datatypes can be stored at the bot or topic
level, enabling topics to be more data-driven and well designed. You'll be able to create bots
that better suit specific customer scenarios, based on data, and with better customization.
Feature details
Topic authors can use a list variables to take array outputs from Power Automate and Bot
Framework skills and present them as a list of choices in a bot question.
Looping enables a group of nodes on a topic to be repeated until a condition (expressed
through Power Fx) is met, which means repeating actions can be easily created within bot
conversations.
See also
Return a list of results (docs)

Microsoft Dataverse
Plan and prepare for Microsoft Dataverse in 2023 release
wave 1
overview and what's new and planned for Microsoft Dataverse.
Overview
Microsoft Dataverse is a low-code data platform that allows you to easily build scalable and
interconnected applications, automations, and agents. This is achieved by using common
data, security, and business logic.
Deliver services with agility

Quickly add business value with an extensible data platform that uses out-of-the-box
common tables, extended attributes, semantic meanings, and an open ecosystem enabled by
Common Data Model.
Increase scale and efficiency

Boost productivity and reduce costs by quickly developing applications, processes, and
reusable data schemes. Repeatably build, validate, and deploy your applications using
GitHub and Azure DevOps.
Make your data work smarter

Get accurate insights by adding low-code AI tools to your process automation. Identify and
resolve duplicated and conflicting data with a managed data platform that includes built-in
business logic and rules.
Rely on the security of a trusted platform

Protect your data with a robust security management infrastructure that provides critical
security and compliance capabilities—advanced encryption, rich access control, and deep
integration with Azure Active Directory.
Back to Contents Microsoft Dataverse 410

Investment areas
Microsoft 365 collaboration

Microsoft Dataverse powers many collaboration capabilities, including integrations with
different Microsoft 365 products like Microsoft Exchange, Outlook, and Teams. Dataverse
enables users to collaborate with colleagues across your company without the need to
switch between applications whether you're sending or receiving emails, creating or joining
Teams meetings, or linking Teams chats to records.
Enterprise trust
Hybrid workplaces involving people, devices, and apps built on data from Microsoft
Dataverse require an advanced enterprise trust model, including authentication,
authorization, and data exfiltration. In 2023 release wave 1, we'll continue to improve all
security related investments in Dataverse.
Dataverse personal environments
Microsoft Dataverse personal environments are meant to empower makers to build rich apps
on Dataverse and invite users to run the apps for non-production usage. In 2023 release
wave 1, we'll bring new investments that will continue to enhance maker experiences with
personal environments.
Power Fx in Dataverse
Microsoft Power Fx provides the extensibility capabilities at the business logic layer of the
Dataverse platform. In 2023 release wave 1, we'll continue making investments that will
enable makers to use Power Fx in Dataverse.
Dataverse extensibility
Customers can create custom logic, tables, forms, applications, .NET plugin assemblies, and
more to either extend the existing capabilities of Dataverse or create new capabilities that
cater to their business needs. In 2023 release wave 1, we'll be releasing the ability to create
dependent assemblies for plug-ins.
Dataverse APIs
Microsoft Power Platform components like canvas apps, model-driven apps, and Power
Automate flows depend on the APIs exposed by Microsoft Dataverse as it provides
capabilities to work with business data stored inside Dataverse tables. ISVs and customers

use these APIs to enhance their solutions to create integrations and custom applications. In
2023 release wave 1, we'll be improving the performance of the bulk data handling APIs.
Dataverse events
Business and data events along with virtual tables provide the shared data layer for the
convergence of complementary technologies that are intended to work together. In 2023
release wave 1, we'll expand the eventing infrastructure to send in-app notifications to
recipients in real-time. We'll also focus on enabling business process mining through an
event analytics model. The model will provide a persisted, sequential series of events on
which process mining applications, like process advisor in Power Automate, can provide rich
process analytics.
check out the release plan for Microsoft Dataverse below:

release plan.
What's new and planned for Microsoft Dataverse

Microsoft policy.

Dataverse APIs
Microsoft Power Platform depends on APIs exposed by Microsoft Dataverse.

Optimize data ingestion performance Users by admins, makers, - May 2023

with CreateMultiple and UpdateMultiple or analysts
APIs
Send alerts when Dataverse API hits Admins, makers, Jul 2023 Sep 2023
usage limit marketers, or analysts,
automatically
Dataverse events
These features enhance the scale and reliability of the event framework and build a common
event model to enable process mining and analysis.

Use process mining with events Admins, makers, Mar 2023 Apr 2023
marketers, or analysts,
automatically
Receive real-time notifications in Power Users by admins, Feb 2023 Jun 2023
Apps makers, or analysts
Dataverse is an extensible platform.

Include dependent assemblies with plug- Admins, makers, Mar 31, Apr 2023
ins marketers, or analysts, 2022
automatically


Microsoft Dataverse personal environments support discovery and adoption.

Do more with enhancements to personal Users by admins, makers, Apr 2023

environments or analysts
Governing personal environments Users by admins, makers, Apr 2023

or analysts
Makers can quickly and easily access a Users by admins, makers, Apr 2023
Dataverse environment or analysts
Enterprise trust
Improve the overall security and compliance standards of Microsoft Dataverse.

Delegate subnets for outbound Users by admins, Apr 2023 -

connectivity from customer plug-ins makers, or analysts
Instantly revoke users and enforce IP Users by admins, Apr 2023 Aug 2023
restriction with CAE makers, or analysts

Microsoft Dataverse applications collaborate with Microsoft 365 applications.

Approve and enable mailboxes without an Users by admins, - Apr 2023

administrator makers, or analysts
Associate activities with other activities Users by admins, Feb 2023 Apr 2023
makers, or analysts

Microsoft Dataverse provides a formula-based, low-code experience with Power Fx.

Implement calculated column capabilities Users by admins, Jun 2023 Aug 2023
inside formula columns makers, or analysts

automatically.
page.
Dataverse APIs
Overview
Microsoft Power Platform components like canvas apps, model-driven apps, and Power
Automate flows depend on the APIs exposed by Microsoft Dataverse as it provides
capabilities to work with business data stored inside Dataverse tables. ISVs and customers
use these APIs to enhance their solutions to create integrations and custom applications. In
2023 release wave 1, we'll be improving the performance of the bulk data handling APIs.
Send alerts when Dataverse API hits usage limit
Admins, makers, marketers, or analysts, automatically Jul 2023 Sep 2023
Business value
Improve your customer experience by providing clear alerts and call to action when the
service hits the service protection limits.

Feature details
Customers encountering slowness often perceive this as a platform issue and report
incidents, which causes dissatisfaction. In reality, however, you would have either reached
licensing or API service protection limits or component limits, such as a connector's daily
execution limits. Today, there's no clear indication provided in the admin portal that clearly
articulates the causation.
This feature will be achieved by:
• Triggering proactive alerts in Power Apps, so both the user and admin can plan
accordingly (for example, health cards in the Power Platform admin center or a yellow
banner inside Dataverse).
• Surface throttling reports that help you navigate from the organization level down to the
API requests level.
• Surface recommendations where a recommendation engine must evaluate the following
limits:
• Has the user exceeded the component limit per day, such as from a connector? If yes,
recommend the purchase of additional licenses to increase the limit.
• Has anyone in the environment exceeded service protection limits? If yes, then the
recommended best practices are: Use batch operations, increase concurrency, improve
batch size, and set your anti-affinity.
• Has the environment exceeded the allocated tenant units? If yes, provide a
recommendation to purchase additional licenses.
• If none of the above, then open a support ticket for further investigation.
Dataverse events
Overview
Business and data events along with virtual tables provide the shared data layer for the
convergence of complementary technologies that are intended to work together. In 2023
release wave 1, we'll expand the eventing infrastructure to send in-app notifications to
recipients in real-time. We'll also focus on enabling business process mining through an
event analytics model. The model will provide a persisted, sequential series of events on
which process mining applications, like process advisor in Power Automate, can provide rich
process analytics.
Use process mining with events

Business value
Process mining enables deep analysis of business processes, identifying bottlenecks, and
opportunities for process optimization. This feature provides native platform capabilities for
streaming your business events to a managed data lake and capture those events in a
standard schema.
Feature details
Process mining helps to analyze simple to complex business processes present in the
business applications and solutions we use every day. The objective of process mining is to
help our customers identify process bottlenecks, create opportunities to optimize their
business processes, and reduce handling costs.
The event store in the lake will provide a persisted, sequential series of events on which
process mining applications (for example, process advisor in Power Automate) to use to
provide rich process analytics.
Receive real-time notifications in Power Apps
Business value
Contextual communication is becoming an essential part of every business. This feature
provides real-time contextual notifications to Power Apps users.
Feature details
When a lead is assigned, an opportunity changes status, there's a timeline post, or someone
mentions the other, the respective personnel should be notified for information and timely
actions. These notifications happening in the context of a business case make the application
powerful. We can see three types of notifications being widely encouraged and used. They
are:
1. In-app notifications. In-app notifications are ones that are received within Power Apps
or Dynamics 365 applications when a certain event takes place. The event can happen in
the current system or an external system. All the notifications appear in the notification
center (the "bell" icon placed on the top right corner of the application header). The
user can go to the notification center and access all of the notifications received. In-app
notifications are deleted after a certain duration (the default is 14 days or as set by the
notification sender). The user can also delete the notification after reading. The

notification can be a simple message or a message with actions. A notification has the
option to become a toast or an action.
o Toast: A toast notification is a message that appears in a small floating panel and
disappears after a stipulated time. Today, toast notifications appear for conversation
assignments, conversation escalations, and conversation transfer scenarios.
o Action: The notification can contain actions to navigate or act on the notification.
2. External notifications. External notifications are ones that are received in a third-party
application when a certain event takes place. These third-party applications use a
Microsoft CCaaS solution (built as custom APIs on Microsoft Dataverse) for real-time
communication between the customer (C2) and agent (C1). External notifications can
also be a simple message or a message with action. It has the option to become a toast
(notification) or an action (alert notification). The definitions are the same as described
above. Notifications for live chat, WhatsApp call/chat are typical examples.
3. Push notifications. Push notifications are ones that appear on a mobile device for a
given application. Based on the user's mobile settings, an alert is displayed on the app
icon. Push notifications help bring a user's attention to an app which is often not in use
when the notification is received and allows opening the app to respond to the
notification.
Overview
Customers can create custom logic, tables, forms, applications, .NET plugin assemblies, and
more to either extend the existing capabilities of Dataverse or create new capabilities that
cater to their business needs. In 2023 release wave 1, we'll be releasing the ability to create
dependent assemblies for plug-ins.
Include dependent assemblies with plug-ins
Admins, makers, marketers, or analysts, automatically Mar 31, 2022 Apr 2023
Business value
Support for dependent assemblies with Microsoft Dataverse plug-ins allows developers to be
more productive by leveraging capabilities provided by additional assemblies.

Feature details
Microsoft Dataverse plug-in developers have long used an unsupported capability provided
by the ILMerge utility to combine a plug-in assembly plus any needed dependent assemblies
together into a single .NET assembly. The resulting assembly can be registered with the web
service to extend the Dataverse business logic.
The dependent assemblies capability provides a supported way for developers to include
additional dependent assemblies along with the plug-in assembly when registering a plug-in
with Microsoft Dataverse.
See also
Dependent Assembly plug-ins (docs)
Overview
Microsoft Dataverse personal environments are meant to empower makers to build rich apps
on Dataverse and invite users to run the apps for non-production usage. In 2023 release
wave 1, we'll bring new investments that will continue to enhance maker experiences with
personal environments.
Do more with enhancements to personal environments
Business value
Makers can now do more in Microsoft Dataverse environments with SharePoint lists.
Feature details
"Personal environment" is another name used for a developer environment, which can be
created at make.powerapps.com. You can do more in a personal environment than ever
before as we continue making improvements in Dataverse experiences. For example, you'll
now be able to use your SharePoint list more effectively by accessing choices, Boolean, and
attachment data.
Governing personal environments

Business value
As a Power Platform admin, you can govern the creation of personal environments in your
tenant.
Feature details
"Personal environment" is another name used for a developer environment, which can be
created by makers at make.powerapps.com. As makers start creating personal environments,
Power Platform admins might want to manage the personal environments within their
tenant. Although personal environments are beneficial to makers, Power Platform
administrators will be able to control their creation. To that end, controls will be given to
Power Platform admins to enable or disable personal environments for the makers in the
tenant, along with additional controls, such as assigning labels to the personal environment.
Makers can quickly and easily access a Dataverse environment
Business value
Makers can now build applications using Microsoft Dataverse on personal environment
without any additional license cost.
Feature details
As a maker you can now get a personal environment to build your application on Microsoft
Dataverse without any additional license requirements. This will allow you to experience all
the capabilities from connecting data, building apps, and finally running apps while using
Dataverse. You can experience the capabilities of Dataverse and then use a sandbox or
production environment when you want to scale the application. This environment doesn't
take capacity against your tenant capacity and is limited to 2GB storage per environment.
Enterprise trust
Overview
Hybrid workplaces involving people, devices, and apps built on data from Microsoft
Dataverse require an advanced enterprise trust model, including authentication,
authorization, and data exfiltration. In 2023 release wave 1, we'll continue to improve all
security related investments in Dataverse.

Delegate subnets for outbound connectivity from customer plug-ins
Business value
This feature provides enterprise trust readiness along with network isolation capabilities.
Feature details
Outbound interactions between Microsoft Dataverse and a customer's on-premises
deployments will now use the Microsoft Azure backbone instead of the public internet. This
feature applies to connections from customer plug-ins only.
The IT administrator will now be able to establish a network enterprise policy for outbound
connections and link their VNet/subnet with their Power Platform environment in order to
route plug-in outbound traffic securely through the Azure backbone.
This feature will initially be released with a programmatic interface. However, a graphical user
interface to configure the feature is planned for the future.
For more information, go to What is subnet delegation?.
Instantly revoke users and enforce IP restriction with CAE
Users by admins, makers, or analysts Apr 2023 Aug 2023
Business value
With this feature, you'll be able to revoke users instantly and enforce IP restrictions using
continuous access evaluation (CAE) while complying with Azure Active Directory (Azure AD)
identity policy for user revocation and conditional access IP enforcement policy.
Feature details
CAE evaluates user critical events like user account deletion or disablement, password
change, whether multi-factor authentication is enabled for the user, and conditional access
policy like IP enforcement in near real time. Once the CAE detects the changes, the user is
denied access to the resource.
The key benefits of CAE are:
• User termination or password change or reset: User session revocation will be
enforced in near real time.

• Network location change: Conditional access location policies will be enforced in near
real time.
• Token export to a machine outside of a trusted network can be prevented with
conditional access location policies.
Overview
Microsoft Dataverse powers many collaboration capabilities, including integrations with
different Microsoft 365 products like Microsoft Exchange, Outlook, and Teams. Dataverse
enables users to collaborate with colleagues across your company without the need to
switch between applications whether you're sending or receiving emails, creating or joining
Teams meetings, or linking Teams chats to records.
Approve and enable mailboxes without an administrator
Business value
If you're using Dynamics 365 with Exchange Online, a user with a Global administrator or
Exchange administrator role is currently required to approve mailboxes before they can be
enabled to synchronize with Dynamics 365. With this feature, users can approve their own
mailboxes.
Feature details
Users will be able to approve and enable their own mailboxes without needing to involve an
administrator. This means users will be able to perform actions, such as sending and
receiving email with their Exchange Online mailbox.
Associate activities with other activities
Users by admins, makers, or analysts Feb 2023 Apr 2023
Business value
Activity records like emails, appointments, tasks, calls, and Teams chats can be associated to
business records, such as accounts, contacts, leads, and opportunities. Previously, however,
it wasn't possible to associate an activity record to another activity record. With this feature,

users will be able to associate activity records with other activity records (for example, a
Teams chat with a task).
Feature details
Users will be able to associate an activity record with another activity record using the
Regarding lookup column (field). This means a user can perform actions like associating a
Teams chat activity to a task or an appointment activity.
Overview
Microsoft Power Fx provides the extensibility capabilities at the business logic layer of the
Dataverse platform. In 2023 release wave 1, we'll continue making investments that will
enable makers to use Power Fx in Dataverse.
Implement calculated column capabilities inside formula columns
Users by admins, makers, or analysts Jun 2023 Aug 2023
Business value
This feature gives you the ability to define more calculations inside the formula columns that
the legacy calculated field supports, so makers get to define these calculations in one place.
Feature details
The goal of this feature is to address calculated columns capabilities that aren't currently
supported inside the formula columns to eventually replace the classic calculated columns
feature.
Here are some of the known gaps that formula columns don't support today:
• Creation of currency fields
• Support date and time with user local and time zone
• Support for choice columns
• Ability to set precisions for decimals


Plan and prepare for governance and administration in
2023 release wave 1
overview and what's new and planned for governance and administration.
Overview
Microsoft Power Platform offers a range of governance and administration capabilities that
span Power Platform and Dynamics 365 applications. These capabilities are designed to help
administrators and IT professionals set up, secure, manage, govern, and monitor the use and
adoption of Power Platform and its components across the enterprise. The Power Platform
admin center is the unified user experience we provide for Power Platform administrators. A
unified API surface and rich tooling like PowerShell cmdlets are also available to provide fully
automatable management capabilities beyond the out-of-box portal experience.
Key investments for this wave include:
• Extending administrator's ability to set data policies on desktop flows.
• Enabling administrators to manage and remove the Dataverse System Administrator role
more easily.
• Enhancing sharing limits in Managed Environments to include cloud flows in solutions.
• Enhance Managed Environments with pipelines allowing in-product application lifecycle
management (ALM) automation to help admin, makers, and professional developers.
Investment areas
Back to Contents Governance and administration 424

Power Platform data policies and governance controls

Power Platform data policies and governance controls include experiences, services, and
runtime components necessary to enforce organizational standards and to evaluate
compliance at-scale across Power Platform.
In 2023 release wave 1, we’ll be introducing a new classification in the data policy wizard
allowing administrators to classify desktop flow action groups in a tab named Exempt to
ensure the connectors or actions are ignored from policy enforcement.
Managed Environments for Power Platform
Enabling Managed Environments on some or all environments in the Power Platform admin
center offers Power Platform administrators a growing set of new premium administration
capabilities. Managed Environments is a new, simple way for administrators to easily get
more visibility and more control to govern their low code assets.
Managed Environments offer a set of premium management capabilities that are available
only on enabled environments. These premium management capabilities require admins to
assign licenses to all active users in that environment. This is an on-going investment as
Microsoft will continue to add more powerful and simple-to-use capabilities to govern
Managed Environments.
In 2023 release wave 1, we're introducing capabilities to limit sharing of solution-aware
flows, and the general availability of pipelines will simplify application lifecycle management
(ALM) for admins, makers, and professional developers.
Power Platform user experiences
Power Platform user experiences include a set of user interfaces and commands that allow
administrators to manage different access privileges for users to Power Platform
environments and resources. These include managing security roles, business units, access
control, and more.
In 2023 release wave 1, we'll make it easier for administrators to remove or manage the
automatically assigned Dataverse System Administrator role in an environment.
check out the release plan for governance and administration below:

release plan.


What's new and planned for governance and administration

Microsoft policy.

Managed Environments offer premium administration capabilities for Power Platform
administrators.

Limit sharing of solution-aware cloud Users by admins, makers, Feb 2023 Apr 2023
flows in managed environments or analysts
Simplify ALM with pipelines Admins, makers, marketers, - Jun 2023


Enforce organizational policies and evaluate compliance at-scale across Power Platform.

Automatic deletion of inactive Users, automatically Feb 2023 Apr 2023

developer environments


Exempt data groups in DLP policies Admins, makers, Mar 2023 Jun 2023
marketers, or analysts,
automatically

These experiences allow administrators to govern and manage user access privileges to
Power Platform resources.

Manually assign System Administrator Admins, makers, Apr 2023 Apr 2023
role to tenant administrator marketers, or analysts,
automatically

automatically.
page.
Overview
Enabling Managed Environments on some or all environments in the Power Platform admin
center offers Power Platform administrators a growing set of new premium administration
capabilities. Managed Environments is a new, simple way for administrators to easily get
more visibility and more control to govern their low code assets.
Managed Environments offer a set of premium management capabilities that are available
only on enabled environments. These premium management capabilities require admins to
assign licenses to all active users in that environment. This is an on-going investment as

Microsoft will continue to add more powerful and simple-to-use capabilities to govern
Managed Environments.
In 2023 release wave 1, we're introducing capabilities to limit sharing of solution-aware
flows, and the general availability of pipelines will simplify application lifecycle management
(ALM) for admins, makers, and professional developers.
Limit sharing of solution-aware cloud flows in managed environments
Users by admins, makers, or analysts Feb 2023 Apr 2023
Business value
With sharing limits, your admins can control how broadly makers can share their cloud flows
within your organization.
Feature details
The existing sharing limits for canvas apps located in managed environments will now
equally apply to cloud flows that are stored into solutions. Admins will have the option to
configure:
• no sharing limits
• only allow sharing with security groups
• exclude sharing with security groups
Simplify ALM with pipelines
Admins, makers, marketers, or analysts, automatically - Jun 2023
Business value
Pipelines in Power Platform simplify application lifecycle management (ALM) with in-product
ALM automation accessible to all makers, admins, and professional developers. Pipelines
significantly reduce the barriers around adopting healthy, enterprise-grade ALM and have
many new features and improvements with the general availability release.
Feature details
Pipelines provide more control and better visibility with less effort. Building on the public
preview release, the general availability release of pipelines will offer many critical new
capabilities with more streamlined experiences. These capabilities include:
• Set up automated deployment pipelines with less friction.

• Add low-code logic and approvals to your deployment process with cloud flows or
extend pipelines using plug-ins.
• Schedule deployments for a later date and time.
• Deploy using service principals so that citizen developers don't require elevated
permissions within production environments.
• Custom-tailor deployment processes to meet the needs of your organization.
• Developers can do more with additional command line capabilities and build task
support.
• Admins have better visibility and auditing capabilities within the streamlined
management experience.
• More control over how solutions are managed across various connected environments.
See also
Overview of pipelines in Power Platform (docs)
Overview
Power Platform data policies and governance controls include experiences, services, and
runtime components necessary to enforce organizational standards and to evaluate
compliance at-scale across Power Platform.
In 2023 release wave 1, we’ll be introducing a new classification in the data policy wizard
allowing administrators to classify desktop flow action groups in a tab named Exempt to
ensure the connectors or actions are ignored from policy enforcement.
Automatic deletion of inactive developer environments
Business value
Inactive developer environments are automatically disabled and then deleted to free up
resources for improved performance.
Feature details
Power Platform provides a cleanup mechanism that automatically removes inactive
developer environments from your tenant. A developer environment is considered inactive if
it hasn't been used for 90 days. An inactive developer environment is first disabled, and the

administrator or owner is notified. If the administrator or owner doesn't act for next 30 days,
the developer environment is automatically deleted.
Exempt data groups in DLP policies
Admins, makers, marketers, or analysts, automatically Mar 2023 Jun 2023
Business value
Admins can leverage the new Exempt category to consult the desktop flow action groups
that aren't yet governed, and they can progressively place them in the other data groups of
their data policy at their own pace.
Feature details
Connectors that are in the Exempt category are ignored by the data policy. For example, if a
connector is placed in the Blocked category, it can't be used when building an app or flow.
However, if the connector is placed in the Exempt category, it can be freely used when
building an app or flow irrespective of the connectors placed in other data groups.
Overview
Power Platform user experiences include a set of user interfaces and commands that allow
administrators to manage different access privileges for users to Power Platform
environments and resources. These include managing security roles, business units, access
control, and more.
In 2023 release wave 1, we'll make it easier for administrators to remove or manage the
automatically assigned Dataverse System Administrator role in an environment.
Manually assign System Administrator role to tenant administrator
Admins, makers, marketers, or analysts, automatically Apr 2023 Apr 2023
Business value
Empower customers to manually assign and manage high-privileged security roles to
appropriate users in their environment.

Feature details
Currently, the System Administrator role is automatically assigned to any user in Power
Platform who has the Global Administrator, Power Platform Administrator, or Dynamics
365 Administrator role in Azure Active Directory (Azure AD).
With this feature, the auto assignment of the security role won't happen. Power Platform
customers must manually assign and manage the System Administrator role for
appropriate users in their environment. We'll provide guidance on how to identify users with
this security role assigned and how customers can remove this role from users who shouldn't
have this role.

Data integration
Plan and prepare for data integration in 2023 release
wave 1
overview and what's new and planned for data integration.
Overview
Data integration is foundational for the Microsoft Intelligent Data Platform, enabling data
connectivity, transformation, and integration across hundreds of enterprise-critical cloud and
on-premises data sources. Power Query enables users of Power BI, Excel, Azure Synapse,
Power Apps, Insights Apps, and other Microsoft products and services to ingest and
transform data from hundreds of sources into the Microsoft data ecosystem.
In this upcoming release wave, we'll deliver various big data performance and high scale
improvements to connectivity scenarios from Azure Synapse, Dataverse, Snowflake,
Databricks, Google BigQuery, and Amazon Redshift, as well as many other Power Query
connectors.
You can also expect several enhancements to the on-premises and VNet data gateways
capabilities, delivering best-in-class hybrid data connectivity to users across multiple
Microsoft cloud products and services.
Power Query experiences will also be enhanced with several new capabilities across Get Data
and the Data Transformation experiences in the Power Query Editor, making it even easier
and more productive for users to work on their data prep tasks in a visual authoring
environment.
We're also releasing significant improvements to offer a new generation of Dataflows to
Microsoft Data Cloud, supporting Power Platform, Dynamics 365, and beyond.
Back to Contents Data integration 432

Investment areas
Power Query Online

Power Query Online is the data connectivity and data preparation experience for users across
a wide variety of Microsoft products and services, including Power BI, Excel, Dynamics 365
Customer Insights, and more in a web-based environment. This experience integrates into a
wide variety of Microsoft products and services, including dataflows in Power BI, Power Apps,
Dynamic 365 Insights Applications, and several more. For more information, go to Power
Query.
Power Query connectors
Power Query connectors enable users to quickly connect to hundreds of applications,
websites, databases, online services, and systems of record with the ease of low-code
experiences. Every connector is built following Microsoft's best practices for seamless
integration and use.
Dataflows
Dataflows provide a low-code self-service data preparation experience using Power Query,
including automation and monitoring capabilities that enable users across Microsoft Power
BI, Power Apps, Dynamics 365, and Azure to integrate data for downstream use by many
other users and applications.
check out the release plan for data integration below:

release plan.


What's new and planned for data integration

Microsoft policy.
Dataflows
Dataflows is a low-code data preparation experience using Power Query to integrate data
across Power BI, Power Platform, Dynamics 365, and Azure.

availability
Employ features from the next Admins, makers, marketers, Apr 2023
generation of Power BI dataflows or analysts, automatically

Power Query connectors enable connectivity to hundreds of applications, websites,
databases, online services, and systems of record, with low-code experiences.

availability
Use the SQL Server Analysis Admins, makers, marketers, Apr 2023 -
Services connector in Power BI or analysts, automatically
dataflows
Apply versioning fields and rich Admins, makers, marketers, Apr 2023
text columns in SharePoint Online or analysts, automatically
List


availability
Update Google Analytics connector Admins, makers, marketers, Sep 2023 -

to use V4 Data API or analysts, automatically
Power Query Online

Power Query Online is the data connectivity and data preparation experience provided as a
web-based environment.

availability
Natural language interface Users, automatically Apr 2023 -

generates new Power Query steps
Split one query into multiple with Users, automatically Apr 2023 -
conditional split
Choose from recommended data Users, automatically Apr 2023 -

transformations

automatically.
page.
Dataflows
Overview
Dataflows provide a low-code self-service data preparation experience using Power Query,
including automation and monitoring capabilities that enable users across Microsoft Power
BI, Power Apps, Dynamics 365, and Azure to integrate data for downstream use by many
other users and applications.

Employ features from the next generation of Power BI dataflows
Business value
Dataflows are a self-service, cloud-based data preparation technology that helps customers
bring the world's data into Power BI. Power BI creators of dataflows, for example, can
promote reusability of data transformation and reduce load on data sources by centralizing
data prep tasks into dataflows that other Power BI creators can take advantage of when
building datasets in Power BI, Excel workbooks, and more.
Feature details
A new generation of Power BI dataflows improve on existing experiences and features in the
following ways:
• The AutoSave dataflow feature automatically saves any edits to dataflows to the cloud,
into a draft dataflow, so you can continue editing at a later time.
• The background publishing feature defers query validation to the background, allowing
you to publish the dataflow without waiting for the potentially lengthy validation process
to complete. If any validation errors are encountered, they're reported through the
dataflow experience.
• An improved dataflow debugging and monitoring experience reduces the time it takes to
investigate and fix refresh errors.
• We've added support for loading dataflow output to new destinations and support for
loading data from data sources in VNets.
Overview
Power Query connectors enable users to quickly connect to hundreds of applications,
websites, databases, online services, and systems of record with the ease of low-code
experiences. Every connector is built following Microsoft's best practices for seamless
integration and use.
Use the SQL Server Analysis Services connector in Power BI dataflows

Business value
With the release of this connector in Power BI dataflows, you can connect to and load your
business data from SQL Server Analysis Services for use in Power BI dataflows.
Feature details
It’s important to have similar experiences and functionalities in every Power Query instance.
With this feature, you'll be able to use the SQL Server Analysis Services connector in Power BI
dataflows, along with its availability in Power Query Desktop today.
Apply versioning fields and rich text columns in SharePoint Online List
Business value
Users and customers have continually asked that versioning fields and rich text column
support be added to the Power Query SharePoint Online list connector.
Feature details
We'll implement support for versioning fields and rich text columns in the implementation of
SharePoint Online List 2.0, eliminating parity gaps with the implementation of SharePoint
Online List 1.0.
Update Google Analytics connector to use V4 Data API
Admins, makers, marketers, or analysts, automatically Sep 2023 -
Business value
With the update of this connector, you can connect to and load your business data from
Google Analytics 4 Data API for use in Power Query Experiences.
Feature details
The current Google Analytics connector doesn't use the Google Analytics 4 Data API, and
users have indicated that there is a strong desire to use features of that API. Therefore, we're
updating the Google Analytics connector to use the Google Analytics 4 Data API.

Power Query Online
Overview
Power Query Online is the data connectivity and data preparation experience for users across
a wide variety of Microsoft products and services, including Power BI, Excel, Dynamics 365
Customer Insights, and more in a web-based environment. This experience integrates into a
wide variety of Microsoft products and services, including dataflows in Power BI, Power Apps,
Dynamic 365 Insights Applications, and several more. For more information, go to Power
Query.
Natural language interface generates new Power Query steps
Business value
Users are most commonly using the search bar to find answers or provide guidance for
common data preparation actions that they'd like to perform. The search box in Power Query
Online currently only supports a basic search functionality. This new feature tries to expand
the capabilities by being able to interpret what the user types in their natural language and
provides a set of suggested steps that they can choose from to insert into their query.
Feature details
A new feature for the global search box in Power Query Online that infuses the GPT-3
technology enables the user to type a request or desired action in their natural language.
The feature is then able to interpret such input into a suggestion or a series of suggestions
for actions or transformation steps that can be added to the users query.
Split one query into multiple with conditional split
Business value
Users have commonly been requesting accelerators for common tasks in Power Query. One
of the major requests is an accelerator to manage and expedite the process of creating query
references. Conditional split delivers on this ask with a new dialog to split a query into
multiple queries based on conditions through a single, rich dialog.

Feature details
Conditional split accelerates the process of creating query references from a single query by
allowing the user to select the query and create new query references from that query
through a single and intuitive dialog. The dialog provides a way to define the name of the
queries to be created, and each of these queries will be created following the conditions set
by the user.
The user will be able to manage this conditional split component to add or remove the
queries created as the output of the process.
Choose from recommended data transformations
Business value
New users will find a new experience in Power Query that lets them expedite their journey
through data preparation by providing a set of suggested transformations based on the data
preview of a particular step in the Power Query Editor.
Feature details
Power Query Online will provide a new experience where users will be given a set of
suggested steps that they can pick from, with a clear description of what the suggested step
tries to accomplish and a data preview of the data output for their data. This new experience
focuses on delivering the user a quick and visual experience to address common data
preparation scenarios.

Deprecation of Power Platform

apps
A feature or capability that’s deprecated is one that we intend to remove in a future release.
The feature or capability will continue to work and will be fully supported until it’s officially
removed. After it’s removed, the feature or capability will no longer work. Deprecation
notifications can span a few months or years.
We encourage you to use this information, along with the release plans, to prepare for future
releases. This notice is intended to give you sufficient time to plan and update your code
before a deprecated feature or capability is removed.
• A deprecated feature is not in active development and may be removed in a future
update.
• A removed feature is no longer available in the product.
For the current lists of Power Platform deprecations, including for Power Apps, Microsoft
Dataverse, Power Automate, and AI Builder, visit:
• Important changes (deprecations) coming in Power Apps and Power Automate
Other deprecations
For the lists of other deprecations, visit:
• Sales
• Customer Service
• Field Service
• Finance and operations apps
• Universal Resource Scheduling
• Healthcare accelerator
• Financial services accelerator
See also
• Dynamics 365 and Microsoft Cloud for Industries 2022 release wave 2 plan
• Dynamics 365 and Microsoft Power Platform release plans
• Microsoft Lifecycle Policy
Back to Contents Power Platform app deprecation 440

Got feedback?
Share your feedback on a community forum for Dynamics 365 or Power Platform. We’ll use your
feedback to make improvements. To find out about updates to these release notes, follow us on
Twitter @MSFTDynamics365.

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Microsoft Dynamics 365

2023 RELEASE WAVE 1 PLAN

Features releasing from April 2023 through September 2023

© 2023 Microsoft Corporation. All rights reserved.

Dynamics 365 Marketing..............................................................................................................................................31

Back to Contents Contents 3

Dynamics 365 Sales ........................................................................................................................................................59

Back to Contents Contents 4

Get tips and suggestions while on a call with customer ............................................................. 78

Microsoft Viva Sales .......................................................................................................................................................87

Dynamics 365 Customer Service ...............................................................................................................................89

Back to Contents Contents 5

Enhancements to simplify case management ........................................................................... 103

Dynamics 365 Field Service ...................................................................................................................................... 119

Overview ........................................................................................................................................ 119

Back to Contents Contents 6

Resource scheduling ...................................................................................................................... 129

Finance and Operations ....................................................................................................... 131

Dynamics 365 Finance ................................................................................................................................................ 131

Overview ........................................................................................................................................ 131

Back to Contents Contents 7

Dynamics 365 Supply Chain Management ........................................................................................................ 167

Overview ........................................................................................................................................ 167

Back to Contents Contents 8

Empower maintenance workers with new mobile experience................................................. 192

Dynamics 365 Project Operations ......................................................................................................................... 212

Overview ........................................................................................................................................ 212

Back to Contents Contents 9

Project invoicing usability and performance improvements ........................................................ 217

Finance and Operations cross-app capabilities ............................................................................................... 222

Overview ........................................................................................................................................ 222

Human Resources ................................................................................................................ 229

Dynamics 365 Human Resources........................................................................................................................... 229

Overview ........................................................................................................................................ 229

Back to Contents Contents 10

Commerce ............................................................................................................................. 237

Dynamics 365 Commerce ......................................................................................................................................... 237

Overview ........................................................................................................................................ 237

Fraud Protection................................................................................................................... 249

Dynamics 365 Fraud Protection.............................................................................................................................. 249

Overview ........................................................................................................................................ 249

SMB ......................................................................................................................................... 253

Dynamics 365 Business Central .............................................................................................................................. 253

Overview ........................................................................................................................................ 253

Back to Contents Contents 11

Back to Contents Contents 12

Back to Contents Contents 13

Connected Spaces ................................................................................................................ 319

Dynamics 365 Connected Spaces .......................................................................................................................... 319

Overview ........................................................................................................................................ 319

Dynamics 365 Guides.................................................................................................................................................. 321

Overview ........................................................................................................................................ 321

Customer Insights ................................................................................................................ 327

Dynamics 365 Customer Insights........................................................................................................................... 327

Overview ........................................................................................................................................ 327

Back to Contents Contents 14

Overview .................................................................................................................................... 335