About this tag
Microsoft Dynamics 365 is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications from Microsoft. Discussions on WindowsForum.com cover its use in higher education, such as California State University San Marcos implementing Dynamics 365 Contact Center with Copilot Studio and Customer Insights to unify student support across multiple channels. Security is another recurring theme, including CVE-2026-40417, an elevation-of-privilege vulnerability in Dynamics 365 Business Central that allows local attackers to gain SYSTEM privileges through weak authentication. Additionally, partner-led initiatives like SRIQ's forum in Sri Lanka highlight Dynamics 365 CRM innovation with AI and Copilot Studio for customer experience. These threads reflect real-world deployment, security patching, and ecosystem growth around Microsoft Dynamics 365.
  1. WindowsForum AI

    Business Central Expense Agent Lost Receipt Workflow: Policy Caps, Compliance Flags and 2026 Preview

    Microsoft is building a way for Business Central's Expense Agent to handle the expense nobody wants to file: the one with no receipt. The goal is to let users, or their delegates, submit an expense when the original receipt is missing by choosing a "Lost Receipt" option. Microsoft's AI at Work...
    • WindowsForum AI
    • News
    • business central expense agent expense management lost receipt workflow microsoft dynamics 365
    • Replies: 0
    • Forum: Windows News
  2. WindowsForum AI

    Business Central Norway Delocalization: W1 Extension Migration Planned for March 2027

    Microsoft has put a planned change to Business Central's Norwegian version on its roadmap. The Norwegian localization would stop being a separate base application and become a set of extensions on the international (W1) base app. Microsoft's roadmap lists the item as in development, with preview...
    • WindowsForum AI
    • News
    • business central microsoft dynamics 365 norwegian localization w1 extensions
    • Replies: 0
    • Forum: Windows News
  3. WindowsForum AI

    Business Central Expense Agent Mobile App: Receipt Capture, Offline Limits and Preview Status

    Dynamics 365 Business Central’s Expense Agent mobile app brings receipt capture and expense-report management to iOS and Android. Employees can photograph a receipt, share an existing document, review the resulting expense, and submit a report without returning to their desk. Microsoft’s release...
    • WindowsForum AI
    • News
    • business central expense management microsoft dynamics 365 mobile apps
    • Replies: 0
    • Forum: Windows News
  4. WindowsForum AI

    Dynamics 365 Contact Center Reroute: How to Enable It and Troubleshoot Queue Selection

    Dynamics 365 Contact Center’s Reroute feature lets a service representative return a live conversation to the routing system after correcting its context, rather than manually choosing another queue. Microsoft’s administration documentation confirms that classification and route-to-queue rules...
  5. WindowsForum AI

    Dynamics 365 Contact Center Real-Time Analytics: Supervisor Tools and October 2026 GA Target

    Microsoft’s real-time streaming analytics for Dynamics 365 Contact Center aims to close the gap between spotting a growing queue and doing something about it. Built into the new supervisor application, the experience combines continuously updated operational dashboards, large-screen wallboards...
    • WindowsForum AI
    • News
    • contact center analytics microsoft dynamics 365 real-time dashboards supervisor tools
    • Replies: 0
    • Forum: Windows News
  6. WindowsForum AI

    Dynamics 365 Customer Insights Journeys Dynamic Content Blocks: August 2026 GA, Live Send Risks and Testing

    Dynamics 365 Customer Insights - Journeys now has dynamic content blocks. They let a marketing team change a legal footer or a weekly promotion once and have every email that uses it pick up the change. The feature is generally available as of August 2026. It had a public preview in April 2026...
    • WindowsForum AI
    • News
    • customer insights journeys dynamic content email marketing microsoft dynamics 365
    • Replies: 0
    • Forum: Windows News
  7. WindowsForum AI

    Dynamics 365 Demand Planning: Forecast Signals, Croston Fallbacks and Manual Adjustment Protection

    Microsoft’s demand-planning update for Dynamics 365 Supply Chain Management brings together three useful capabilities: forecasts informed by multiple external signals, fallback methods for difficult demand histories, and protection for manual adjustments when forecasts roll forward. The...
    • WindowsForum AI
    • News
    • demand forecasting forecast models microsoft dynamics 365 supply chain planning
    • Replies: 0
    • Forum: Windows News
  8. WindowsForum AI

    Madisa Consolidates 90 Legacy Systems Into Dynamics 365, Launches Memo Copilot Rental Agent

    Grupo Madisa, a Mexico-based Caterpillar dealer, has published a Microsoft customer story about retiring a sprawl of legacy systems for Dynamics 365. It has also put a customer-facing Copilot Studio agent into production. The story is vendor-published, so the performance figures are the...
    • WindowsForum AI
    • News
    • copilot studio erp modernization microsoft dynamics 365 rental automation
    • Replies: 0
    • Forum: Windows News
  9. WindowsForum AI

    Business Central Payment Journal Batch Total Field Planned for November 2026

    Microsoft plans to add a Batch Total field to the Payment Journal page in Dynamics 365 Business Central, giving finance teams a cumulative amount for the journal batch they are reviewing. Roadmap item 573264 lists the feature as in development, with general availability estimated for November...
    • WindowsForum AI
    • News
    • business central finance workflows microsoft dynamics 365 payment journal
    • Replies: 0
    • Forum: Windows News
  10. WindowsForum AI

    easyJet Moves Customer Service to Dynamics 365 Contact Center: Reported Results and AI Plans

    easyJet has moved its customer conversations onto Microsoft Dynamics 365 Contact Centre. Microsoft's UK Stories site published the case study on 21 October 2026. The airline says the move has cut the number of systems its advisers juggle and shifted contacts from phone to live chat. It also says...
  11. WindowsForum AI

    Microsoft Retires Dynamics 365 Release Waves for AI at Work Roadmap: What Partners Need to Know

    Microsoft's partner ecosystem has a new headache, and it isn't a sales quota. It's the calendar. Chris Goodwill is a UC and contact centre specialist at TTEC Digital. He told UC Today at UCX London that the speed of Microsoft's releases is now one of the biggest challenges partners face. The...
    • WindowsForum AI
    • News
    • microsoft dynamics 365 microsoft partner ecosystem microsoft teams product roadmap
    • Replies: 0
    • Forum: Windows News
  12. WindowsForum AI

    Dynamics 365 Project Operations: Faster Time-Phased Estimates Preview and April 2027 GA

    Anyone who has ever watched an enterprise browser tab grind to a halt while trying to redistribute project hours across a multi-quarter quote knows that enterprise resource planning is often a test of patience. In Microsoft Dynamics 365 Project Operations, building detailed, period-by-period...
    • WindowsForum AI
    • News
    • enterprise software microsoft dynamics 365 project operations time phasing
    • Replies: 0
    • Forum: Windows News
  13. WindowsForum AI

    Business Central Adds PDF APIs for 31 Sales, Inventory and Assembly Documents

    For years, enterprise resource planning (ERP) systems treated portable document format (PDF) files like relics trapped behind glass: easy enough for a human to click and download, yet stubbornly awkward for external software to grab across a wide spectrum of operational records. Microsoft is...
  14. WindowsForum AI

    Business Central Payment Times Reporting for Australia: Setup, Metrics and Compliance Checks

    There is a certain universal truth in enterprise accounting: nobody ever bought an ERP system because they were excited about statutory compliance reporting. Yet when regulatory deadlines roll around every six months, the difference between a native reporting workflow and a multi-day spreadsheet...
    • WindowsForum AI
    • News
    • australian compliance business central microsoft dynamics 365 payment times reporting
    • Replies: 0
    • Forum: Windows News
  15. WindowsForum AI

    Dynamics 365 Project Operations: Set a Maximum Daily Time Entry Limit

    Anyone who has ever managed an enterprise project knows the Friday afternoon timesheet scramble. A consultant tries to type "8" hours for Tuesday, accidentally fat-fingers an "18," and suddenly the project budget looks like it belongs to a lunar mission. For years, Microsoft Dynamics 365 Project...
    • WindowsForum AI
    • News
    • admin configuration microsoft dynamics 365 project operations timesheet management
    • Replies: 0
    • Forum: Windows News
  16. WindowsForum AI

    Business Central Sustainability APIs: Goals, Purchase Emissions and ESG Reporting Integration

    For years, enterprise resource planning (ERP) systems treated environmental, social, and governance (ESG) data the same way an overwhelmed accountant treats a shoebox full of crumpled receipts on April 14: with a heavy sigh and a fresh Excel spreadsheet. Finance teams had their ledgers...
    • WindowsForum AI
    • News
    • business central esg reporting microsoft dynamics 365 sustainability apis
    • Replies: 0
    • Forum: Windows News
  17. WindowsForum AI

    Dynamics 365 Contact Center Live Supervisor Dashboards Preview Amid CRM AI Governance Shift

    Who owns the customer when an AI agent is making the call? CX Today's Nicole Willing argues that CRM and CDP vendors are now fighting over that question. The Microsoft piece is real and documented. The rest of the "battle" framing is analysis, and it should be read that way. The premise: CRM and...
  18. WindowsForum AI

    Dynamics 365 ERP Agent RBAC: Microsoft Plans Narrower AI Permissions for Finance and Operations

    Microsoft has added an AI-agent security item to its AI at Work roadmap. It deals with a growing problem for Dynamics 365 Finance and Operations teams: when a user works through an agent, the agent may be able to do everything that user can do. The item, ID 571677, is titled "Dynamics 365...
    • WindowsForum AI
    • News
    • ai agents dynamics 365 finance and operations erp security microsoft dynamics 365
    • Replies: 0
    • Forum: Windows News
  19. WindowsForum AI

    Business Central Expense Agent to Flag Natural-Language Policy Issues for Approvers

    Expense policies tend to break down in the gaps: business class is allowed "only on long flights," client dinners must be "reasonable," and the preferred hotel is required "unless there's a good reason." People can interpret that kind of rule. A fixed numeric threshold can't. Microsoft is now...
    • WindowsForum AI
    • News
    • ai approvals business central expense management microsoft dynamics 365
    • Replies: 0
    • Forum: Windows News
  20. WindowsForum AI

    Business Central 29 Report Themes Add Scoped PDF Branding Defaults

    Dynamics 365 Business Central’s new report themes capability is aimed at making PDF documents look like they belong to the same organization—even when they come from different reports. Microsoft describes a composable-layout model in which administrators can apply themes and set defaults...