dynamics 365
557 TopicsDynamics 365 Supply Chain Management Functional Consultant Blueprint Survey Opportunity
Greetings! Microsoft is updating the certification for Dynamics 365 Supply Chain Management Functional Consultants, and we need your input through our exam blueprinting survey. The blueprint determines how many questions each skill in the exam will be assigned. Please complete the online survey by May 15, 2026. Please also feel free to forward the survey to any colleagues you consider subject matter experts for this certification. You may send this to people external to Microsoft as well. If you have any questions, feel free to contact John Sowles at josowles@microsoft.com or Don Tanedo at dtanedo@microsoft.com. Dynamics 365 Supply Chain Management Functional Consultants blueprint survey link: https://www.starttest.com/starttest2/startsurvey?programid=187&guid=E8D1566C-A490-405E-B87D-922406D4916043Views0likes0CommentsAnnouncing the general availability of Microsoft Copilot for Sales & Microsoft Copilot for Service
Summary On February 1, 2024, https://aka.ms/CopilotGAFeb2024 to customers. Copilot for Sales and Copilot for Service bring together the power of Copilot for Microsoft 365 with role-specific insights and actions to streamline business processes, automate repetitive tasks, and unlock productivity. Both provide flexibility to integrate with existing contact center and CRM systems, such as Microsoft Dynamics 365, Salesforce and ServiceNow, to get more done with less effort. Customers can purchase Copilot for Sales or Copilot for Service for $50 per user per month as a standalone license that includes Copilot for Microsoft 365. Customers who already own Copilot for Microsoft 365 can step-up for $20 per user per month to purchase Copilot for Sales or Copilot for Service. Copilot for Sales and Copilot for Service are available now to purchase through EA/EAS, MCA-E, and Buy-Online, and will be available to Cloud Solution Provider (CSP) partners on March 1. Microsoft Copilot for Sales Copilot for Sales is an AI assistant designed for sales teams to maximize productivity and close more deals. Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM systems like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Microsoft Outlook, Microsoft Teams, and Microsoft Word. Today, Copilot for Sales helps sellers and sales managers: Generate sales meeting preparation briefs in Word. Summarize emails and surface relevant buying intent and BANT (budget, authority, need, timing) analysis in Outlook. Generate emails in Outlook with relevant product, account, relationship, and opportunity information from their CRM system and Microsoft Graph. Add leads and update CRM records directly from Outlook. View meeting preparation notes and real-time sales insights during calls in Teams. View sales meeting summaries in Teams with conversation analysis, sales keywords and KPIs, and suggested tasks. Create collaborative deal rooms in Teams that sync with CRM data. Copilot for Microsoft 365 is also included in Copilot for Sales, providing sellers with additional productivity enhancements, like: Generate presentations in Microsoft PowerPoint. Generate plans and organize team information in Microsoft OneNote. Ask questions in natural language to catch up on customer interactions using Microsoft Copilot chat experience. Later this month, Copilot for Sales will also bring CRM connectivity to Microsoft Copilot chat experience, allowing sellers and sales managers to get quick insights on conversion and win rate, sales cycle, and pipeline. Microsoft Copilot for Service Copilot for Service helps organizations quickly realize the benefits of generative AI by extending their existing investments in CRM and contact center solutions to enhance customer experiences and boost agent productivity. Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for agents in their flow of work. Without costly development time, organizations can simply point to their data and in a few minutes unlock generative AI-powered conversations across their knowledge bases. And for agents, they can tap into this knowledge with a copilot embedded directly in their desktop of choice such as Salesforce, as well as the other tools they already use every day like Outlook and Teams. Today Copilot for Service can help organizations: Enable generative AI-powered conversations across all their data with simplified “point and click” access to public websites, SharePoint, knowledgebase articles, and offline files. Access knowledge sources with pre-built integrations for Salesforce, ServiceNow, and Zendesk. Embed a copilot in agent desktops from Salesforce and other channels to support agents where they work. Copilot for Microsoft 365 is also included in Copilot for Service. We will introduce additional features in Microsoft 365 apps beginning later this month that will integrate data from CRM systems like Microsoft Dynamics 365 Customer Service and Salesforce Service Cloud—including: In Outlook, use Copilot to summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records. In Teams, use Copilot to browse and update CRM records during a meeting, as well as recap meetings, suggest follow-up action items, and create tasks that can all be saved to CRM systems directly from Teams. In Microsoft Copilot chat experience, ask questions over cases and contacts, as well as summarize cases—all from CRM data. Partner Opportunities with Microsoft Copilot for Sales and Microsoft Copilot for Service Microsoft Copilot for Sales and Microsoft Copilot for Service offer new opportunity to help your customers transform business operations using the power of AI. Customers are looking for your expertise to help them be more competitive and profitable. By adding Microsoft Copilot for Sales and/or Microsoft Copilot for Service to your practice, you can expand your customer base, and your revenue opportunities - offering services including business advisory, readiness and deployment, and adoption and change management. These open new possibilities for Business Applications Partners, as well as Modern Work partners to expand the value of Copilot for Microsoft 365. Call to Action Learn: Read the https://aka.ms/CopilotGAFeb2024 Attend the https://aka.ms/DYNA066EXT-Register for field and partners on February 13, 8:00-9:00 AM PST for an end-to-end overview of product narrative licensing, and sales motions Register for the Feb. 29 ‘What's Next for CSP Partners and Microsoft Copilot’ event. Register https://aka.ms/WhatsNextCSPRegistration, https://aka.ms/WhatsNextCSPRegistrationPM. Leverage the new content to drive conversations with your customers: Bookmark and visit the Partner Hub and the AI future of work https://aka.ms/AIFutureOfWorkPartner for the latest content including: Updated: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Sales%20Pitch%20Deck.pptx&download=1&protected=1 New: https://dynamicspartners.transform.microsoft.com/download/protected?assetname=protectedassets%2FMicrosoft%20Copilot%20for%20Service%20-%20Pitch%20Deck.pptx&download=1&protected=1 Updated: https://microsoft.bl-1.com/h/i/dv6cXD0o/pDnMXBQ?url=https://adoption.microsoft.com/en-us/copilot-for-sales/ICYMI | New eligible workloads for the Solutions Partner designation for Business Applications
Check out the new blog on partner news, be sure to click "follow" in the top right corner so you don't miss out on future announcements! New eligible workloads for the Solutions Partner designation for Business Applications | Microsoft Community HubAI-Enhanced Contact Center Solutions Engineer Blueprint Survey Opportunity
Greetings! Microsoft is considering a credential for AI-Enhanced Contact Center Solutions Engineer, and we need your input through our exam blueprinting survey. The blueprint determines how many questions each skill in the exam will be assigned. Please complete the online survey by March 26, 2026. Please also feel free to forward the survey to any colleagues you consider subject matter experts for this certification. You may send this to people external to Microsoft as well. If you have any questions, feel free to contact John Sowles at josowles@microsoft.com or Don Tanedo at dtanedo@microsoft.com. AI-Enhanced Contact Center Solutions Engineer blueprint survey link: https://microsoftlearning.co1.qualtrics.com/jfe/form/SV_5vSBzYkpE9FYpts231Views4likes2CommentsBlueprint opportunity for Managing financial operations with Dynamics 365 Finance
Greetings! Microsoft is updating the credential for Managing financial operations with Dynamics 365 Finance, and we need your input through our exam blueprinting survey. The blueprint determines how many questions each skill in the exam will be assigned. Please complete the online survey by May 8, 2026. Please also feel free to forward the survey to any colleagues you consider subject matter experts for this certification. You may send this to people external to Microsoft as well. If you have any questions, feel free to contact John Sowles at josowles@microsoft.com or Don Tanedo at dtanedo@microsoft.com. Managing financial operations with Dynamics 365 Finance blueprint survey link: https://www.starttest.com/starttest2/startsurvey?programid=187&guid=EAC8BBD0-FD12-4318-8468-C8760A65EFB365Views0likes0CommentsD365 CSP Embed Licenses (Legacy → NCE): Is Admin Center Reassignment Required if Capacity Exists?
We are managing a CSP‑managed tenant that uses Dynamics 365 embedded licenses (for example, Dynamics 365 Sales Enterprise embedded, Dynamics 365 Customer Service embedded, or other service‑provisioned Dynamics entitlements). In this tenant: Legacy CSP subscriptions exist for the Dynamics 365 embedded licenses Equivalent NCE subscriptions are ordered (or will be ordered) with equal or greater capacity Migration tooling is not available for these embedded Dynamics SKUs In Microsoft 365 Admin Center, these licenses: Are not user‑assignable Do not show a Legacy vs NCE distinction Based on Microsoft Partner Center and NCE documentation, it appears that Dynamics 365 embedded licenses are service‑provisioned, and that entitlement is governed by the subscription lifecycle, not by user‑level license assignment. We are trying to confirm the following for Dynamics 365 embedded licenses: No reassignment in Microsoft 365 Admin Center is required when transitioning from Legacy CSP to NCE, as long as sufficient NCE capacity exists. Entitlement will automatically continue or transition at legacy expiration or renewal based on the subscription lifecycle. Partner Center (and CSP billing systems) are the authoritative source for Legacy vs NCE status, rather than the customer Admin Center UI. Is there is an official Microsoft document that explicitly confirms this behavior for embedded licenses? Microsoft Support has unfortunately not been helpful in this process. Thank you.SolvedCPOR Association for Incentives and Recognition
CPOR Association for Incentives and Recognition As I am sure you are all aware we all need to claim CPOR when we are not the billing partner. I have seen some changes to this process in recent months and wanted to get some clarification please Build Intent - Advisor (Pre-sales) We have recently been told that this is only for incentives So now Msft will pay you for workloads that you are not recognised for ?? Influenced Revenue Recognition - Non Incentivised This will get you association and recognition for the workloads Usage Recognition - Non Incentivised This will get you association and recognition for the workloads You appear to only be able to claim this if you use the Msft template. All other signed documentation appear to be rejected My questions are When did Msft make these changes and why What is the difference between Influenced and Usage Recognition Why MUST we use the template, and not be able to use a signed SoW with the details included We are now potentially making 3 claims per customer to ensure that they are fully associated to our Solution Designation scoresSolvedPlease clarify the numbering system in Microsoft exams
I am trying to make sense of exam numbers in Microsoft Certification poster. https://arch-center.azureedge.net/Credentials/Certification-Poster_en-us.pdf. For example I notice most azure exam numbers start with 1xx. That gives me the impression that 1xx could be related to Infrastructure. But I am not sure if that is the correct understanding. For example all fundamental exams are numbered 9xx. So are exams numbered differently in role based certifications? What is the numbering pattern and practice in role based certifications? Again one might assume that all architect exams may have the same number pattern but they don’t. Some patterns emerge when it comes to Windows certification - 8xx. Collaboration and communication - 7xx except MB 700. So it appears even under role based certifications the numbering pattern may be different depending on the technology or platform or product. I have not found any authoritative material on the internet form anyone in Microsoft or an MVP on this topic. Some clarification on this topic will help to put at rest years of curiosity and confusion in the community. Thank you.466Views0likes3CommentsFixed Asset Acquisition: What I Learned the Hard Way
When working on fixed asset acquisition, I realized that posting profiles and integration with Accounts Payable must be clearly defined early. One misconfiguration can affect depreciation and financial reporting later. This was something I had to learn through experience, not just theory. Curious, has anyone else faced issues with asset acquisition journals or posting setups?