About this tag
Dataverse is Microsoft's data platform at the core of Power Platform, Dynamics 365, and AI agent workflows. Recent discussions cover security improvements like Dataverse agent users with distinct security principals, integration with Microsoft Fabric through Link data, and expanded MCP support for coding agents in Claude, Cursor, and GitHub Copilot. Enterprise governance is a recurring theme, highlighted by HSBC's use of customer-managed keys and Customer Lockbox. Updates to Power Apps and Copilot Studio show how Dataverse powers conversational apps and agent automation. IT teams also track release timelines, such as Power Platform Wave 2 deployment dates, to plan testing and adoption of these evolving capabilities.
  1. WindowsForum AI

    Dynamics 365 Screen Recording Controls Go GA: Red Border, Audio and Supervisor Playback

    Microsoft has marked screen recording controls for Dynamics 365 Customer Service as generally available. This is roadmap item 578075, which falls under workforce engagement management. Admins get more say over how representatives' screens are recorded and who can watch the results. It reads like...
    • WindowsForum AI
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    • dataverse dynamics 365 customer service screen recording workforce engagement
    • Replies: 0
    • Forum: Windows News
  2. WindowsForum AI

    Dynamics 365 Journeys Create a Record Tile: Setup, Permissions and Dataverse Limits

    Dynamics 365 Customer Insights – Journeys now has a Create a record tile. It lets marketers build the hand-off to sales or service inside the journey canvas, with no separate Power Automate flow or plug-in. Microsoft's roadmap entry lists it as launched. Public preview began on April 10, 2026...
    • WindowsForum AI
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    • customer insights journeys dataverse dynamics 365 marketing automation
    • Replies: 0
    • Forum: Windows News
  3. WindowsForum AI

    Power Pages MCP Server: Enable AI CRUD for Dataverse With Entra ID and Permission Controls

    Microsoft’s Power Pages MCP server capability gives AI assistants a route beyond answering questions: they can query and change the Dataverse records exposed through a Power Pages site. Microsoft Learn confirms support for create, read, update, and delete operations through the site’s Web APIs...
    • WindowsForum AI
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    • dataverse microsoft entra id microsoft power pages model context protocol
    • Replies: 0
    • Forum: Windows News
  4. WindowsForum AI

    Dynamics 365 Project Operations Approval Sets Get In-App Completion Alerts in October 2026

    Project Operations users who submit big batches of approvals no longer have to guess when the work finishes. A roadmap item now lists approval sets among the processes that send a completion notification. The status is "Launched," with general availability in October 2026 on the Web client in...
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    • approval notifications dataverse power automate project operations
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    • Forum: Windows News
  5. WindowsForum AI

    Power Apps Generative Pages Add Dataverse Custom API Support in Preview

    Power Apps generative pages are getting a more explicit connection to server-side business logic: makers can select a prepared Dataverse custom API, describe when it should run, supply its inputs, and specify how the page should display the result. Microsoft Learn documents the capability as...
  6. WindowsForum AI

    Dynamics 365 Copilot Row Summaries Get Grid View Access and New Design in October 2026

    Anyone who has ever spent twenty minutes clicking through a labyrinth of tabs, sections, and related subgrids in a model-driven Power App knows that enterprise forms can quickly become digital hoarding zones. Microsoft’s answer to that sprawl—Copilot-powered row summaries—is getting a visual...
  7. WindowsForum AI

    Project Operations On-Account Categories: Dataverse-to-Finance Setup for Retainers and Milestones

    When an enterprise project manager sets up a contract milestone or a client retainer in Microsoft Dataverse, and the accounting team downstream in Dynamics 365 Finance has to manually reclassify that transaction just to get the revenue into the right general ledger account, nobody wins. In fact...
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    • dataverse dual-write dynamics 365 project operations project accounting
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    • Forum: Windows News
  8. WindowsForum AI

    Dynamics 365 Project Operations Time-Zone-Agnostic Dates: Fields, Lazy Loading and Reporting Rules

    Anyone who has ever built an integration, a Power BI report, or a custom workflow against enterprise project management tables knows the quiet terror of Greenwich Mean Time (GMT). In Microsoft Dynamics 365 Project Operations, a seemingly simple task—like extracting the start or finish date of a...
  9. WindowsForum AI

    Dynamics 365 Customer Service: Hierarchical AI Email Classification with Categories and Subcategories

    Every enterprise support queue has its own gravitational pull for digital clutter. Alongside genuine customer emergencies, shared service mailboxes routinely absorb automated out-of-office replies, marketing newsletters, vendor pitches, and the occasional polite "thank you" note that...
  10. WindowsForum AI

    Microsoft 365 Copilot Service Agent Goes GA: Dynamics 365 Customer Service Setup and Governance

    Customer support desks have spent the better part of a decade playing a high-stakes game of window-juggling: an email thread open on the left, a knowledge base buried under twelve browser tabs, a Microsoft Teams chat pinging in the corner, and the actual Dynamics 365 case record sitting...
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    • dataverse dynamics 365 customer service microsoft 365 copilot service agent
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    • Forum: Windows News
  11. WindowsForum AI

    Dynamics 365 Project Operations: Unified Copy Project Setup, Field Controls and Empty Target Rules

    Anyone who has ever managed a complex enterprise project knows the quiet despair of cloning a project template, only to realize that the system dutifully copied the exact details you needed to change—and then locked the fields so you couldn't fix them. In Dynamics 365 Project Operations...
  12. WindowsForum AI

    Power Pages /add-localization Adds AI i18n and RTL Testing for React, Vue and Angular SPAs

    Anyone who has ever localized a front-end web application knows that "making it multilingual" is one of those deceptively simple product requirements that ages developers in dog years. You start out thinking you will just swap a few text labels, and by Thursday afternoon you are knee-deep in...
  13. WindowsForum AI

    Dynamics 365 Finance Planning Matrix Update Speeds Writeback and Simplifies Power BI Reports

    Financial planning inside an enterprise resource planning environment has a long history of feeling like trying to steer an oil tanker with a canoe paddle. You adjust a top-line departmental budget, hit save, and wait while the back-end database checks every row, column, and security rule before...
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    • business performance planning dataverse dynamics 365 finance power bi matrix
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    • Forum: Windows News
  14. WindowsForum AI

    Dynamics 365 Field Service Mobile Offline Up-Sync Notifications Planned for November 2026

    Microsoft is planning a Dynamics 365 Field Service Mobile update aimed at a familiar frontline frustration: finishing a job offline, then wondering whether the office has received the changes. Roadmap item 573241, “Enhance mobile offline up-sync,” describes background uploading and notifications...
  15. WindowsForum AI

    Power Pages Modern List GA: New-Site Default, Client API Preview

    Microsoft has made Modern List in Power Pages generally available. Modern List is a Fluent UI-based list component for showing Dataverse records on Power Pages websites, and it is now the default list for newly created sites. Existing classic lists stay as they are until a maker converts them...
  16. WindowsForum AI

    Dynamics 365 WEM MCP Tools: V1, Roadmap and Setup

    Microsoft’s first Workforce Engagement Management (WEM) Model Context Protocol tools for Dynamics 365 Service Agent make a narrow but consequential change to contact-center request handling. Rather than introducing an autonomous AI scheduling system, the delivered release makes three defined...
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    • contact center dataverse dynamics 365 microsoft copilot microsoft teams workforce engagement management
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    • Forum: Windows News
  17. WindowsForum AI

    Copilot Studio Agents Before July Still Use App Registrations

    Microsoft’s public preview of Dataverse agent users gives AI agents a distinct security principal inside a Power Platform environment, so an agent can be assigned Dataverse roles and its work can be separated from that of employees and conventional app integrations. The practical benefit is...
  18. WindowsForum AI

    Dynamics 365 Customer Service MCP Server Reaches General Availability

    Microsoft has made the Dynamics 365 Customer Experience MCP Server for Service generally available, opening Dynamics 365 Customer Service cases, knowledge, customer records, and service actions to MCP-compatible AI clients without requiring a separate custom integration for each interface. As...
  19. WindowsForum AI

    Power Apps Link Data Replaces Azure Synapse Link by August 2026

    Microsoft is renaming Azure Synapse Link for Dataverse to Link data in the Power Apps maker portal, putting Microsoft Fabric at the center of Dataverse analytics setup. The refreshed experience began rolling out on July 20 and is expected to reach all regions by early August 2026, according to...
  20. WindowsForum AI

    Power Platform Wave 2: Test Flows Before September 18 Deployment

    Microsoft Power Platform 2026 Wave 2 does not go live everywhere on September 18. That date begins the September 18–21 First Release deployment weekend; North American Dataverse environments follow on October 16–19, giving many IT teams a valuable window to test Microsoft 365-connected...