D365 Finance/Finance Premium mix&match for purchasing minimum?
Hi, can someone confirm if it's obligatory to meet the purchasing minimum requirements for both Finance and Finance Premium, i.e. if we purchase 20 regular Finance licenses, can we purchase only 5 Finance Premium or does it have to be the minimum 10? I've found resources online that say these 2 SKUs can be mixed & matched, but I can't seem to find definitive confirmation of this in the D365 Licensing Guide or any of MSFT resources. Thanks!New agentic platform in Dynamics 365 for Sales and Service
Ask a question and pull a grounded answer straight from your CRM and your calendar. Hand a prompt to Copilot Cowork and walk away with updated records, a finished presentation, and a drafted email, ready before your next meeting. Auto-fill a case description as you work, and walk into every quality review already scored against your team’s framework. Eric Boocock, Dynamics 365 Principal Program Manager, shares how these agents move with you from first prospect touch to case resolution, right inside the apps you work in every day. Along the way, he explains the mechanics of how everything works and your options to customize the experience with your own skills and instructions. Flag risks. Surface next steps. The Sales Qualification and Sales Opportunity Agents in Dynamics 365 turn raw leads and active deals into ready-to-run action plans. See how it works. Skip manual case notes and manual quality reviews. Dynamics 365 Customer Service agents auto-fill case fields and score every interaction against your framework, instantly. Check it out. One prompt. Full QBR prep. Copilot Cowork surfaces deals at risk, updates CRM, builds the PowerPoint, and drafts the briefing email before your next meeting. Start here. QUICK LINKS: 00:00 — Agentic platform in Dynamics 365 01:03 — Sales Qualification & Opportunity Agents 01:44 — Case Management & Quality Evaluation Agents 02:25 — Sales Agent in action 04:30 — Copilot Cowork 05:44 — Automate repeated tasks 07:33 — Power behind agentic platform 08:50 — Custom skills via Power Apps + Dataverse 09:57 — Wrap up Link References Get started at https://aka.ms/AgenticCXPlatform Unfamiliar with Microsoft Mechanics? As Microsoft’s official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft. Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast Keep getting this insider knowledge, join us on social: Follow us on Twitter: https://twitter.com/MSFTMechanics Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/ Enjoy us on Instagram: https://www.instagram.com/msftmechanics/ Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics Video Transcript: -CRM is no longer a single app, it’s a context layer, and AI agents are weaving it into every workflow and into every app that your sales and service teams touch. So how do you infuse the right context and role-specific customer intelligence across those surfaces to streamline human and agent tasks that use AI? Well, that’s what the agentic platform in Dynamics 365 solves for. It gives you pre-built, role-specific agents for sales and customer service to generate deep and persistent insights. That same underlying context carries forward in your flow of work as you use agents with Microsoft 365. For example, as you prep for upcoming meetings, together, with Copilot Cowork’s advanced reasoning, these agents don’t just surface insights, they interact directly with your CRM backend and produce presentable materials. And for task automation, you can use autonomous agents in Microsoft 365 to work 24/7 on your behalf. -Let’s make this real, starting with a tour of the sales and service agents in Dynamics 365 available to work alongside you. First, for sales, the Sales Qualification Agent can take a new lead, conduct external research on the company, combine it with what’s already in your CRM, and hand you, as a seller, a qualified summary with recommended next steps. In parallel, the Sales Opportunity Agent can work on active deals, researching the account, while also surfacing buying signals and risks in the process, along with deeper insights on stakeholders, competitors, and more, then recommending the next-step actions to advance the deal. -Next, on the customer service side of things, the Customer Intent Agent uses generative AI to discover the intent behind incoming conversations, in this case, an issue about travel insurance coverage. As a service rep, it helps you to quickly understand customer needs and guide you to a resolution with automatic response suggestions. The case management agent then automates case lifecycle, like you’re seeing here with the description field auto-filled, so you don’t need to do it manually. And the Quality Evaluation Agent automatically analyzes customer interactions against your scoring framework, generating insights to improve service quality, consistency, and coverage. These agents are grounded in business data. In fact, whether you’re in Dynamics 365 or Microsoft 365, you’re working off the same data right from the apps you already use, including mobile. -Let me show you how this comes to life with the Sales Agent in Microsoft 365. I have the Sales Agent open. And without even sending a prompt, I see my upcoming and past meetings, each surfaced with AI-generated highlights. Each highlight calls out the key themes to quickly get up to speed, plus tabs for the meeting overview, company overview, external attendees, and talking points, all grounded in CRM and past interactions. And if I need more specific information, I can Ask Sales directly for account summaries, relationship insights, customer sentiment, and more. And when I run any of these, I get a grounded answer almost instantly. And by the way, there’s also an equivalent service agent in Microsoft 365 Copilot. I’ll continue from the point of view of the seller, navigating a complex contract renewal, where you can use agents in line as you work in your office apps. -I’ll start from Outlook with a customer email. Rather than digging through reports, I’ll ask the agent, “What do I need to know about the Adatum renewal before our next meeting?” And in a few seconds, I get a focused brief. It finds account-related insights that I need to know before the meeting. And because Copilot is extensible, it brings in usage data from any sales application or knowledge source, plus approved content, like reference customers and success stories. It connects the CRM account and deal data with communication across emails and meetings, so that as a seller, you can catch up on what’s changed and what you need to do. And that same context follows you as you move on to other surfaces, like Dynamics 365 Sales, so you can find and resume past conversations right from CRM, all powered by Work IQ, the intelligence layer in Microsoft 365. Taking this a step further, I can use deeper reasoning and AI skills to create the documents and presentations I need for customer meetings. -That’s where Copilot Cowork can bring sales and service disciplines together for complex, multi-step work and content creation. I have the Cowork tab open in Microsoft 365, and I’ll enter my prompt to get the latest risk and opportunity information for my quarterly business review. I’m also asking it to write back any relevant new information to CRM. “Build me a PowerPoint presentation and write an email to share with the team before we meet.” I’ll run the prompt. And Cowork reasons across sales and service together, surfacing the deals at risk and the open customer service cases that could impact the review, with the most relevant and up-to-minute context behind each. It adds the record in CRM for QBR prep. Then Cowork continues by building the PowerPoint presentation that I requested. It even drafts an email to share with my internal team before the meeting, including the briefing deck. -Before I hit send, I open the presentation, and it’s packed with insights and next steps, all grounded with everything it just reasoned over. I’ve shown you how you can use prompts or manual triggers to have agents work on your behalf. But as I mentioned, you can also automate repeated tasks by running agents autonomously. Let me show you how to set that up. This time, I’ll start in Microsoft Teams under Apps. I want to create an autopilot agent that automatically generates customer leads for me. So I’ll search for Sales Development and choose the agent. I just need to give it a name and an email alias, so that it can work autonomously with its own identity. And I’ll confirm to kick off the creation process. That’s going to take a moment to create. -And once it’s ready, I can work with it like a member of my team. I’ll start with a small task, then expand that out to a longer-running set of tasks. From Teams, from a one-on-one chat, I can onboard my agent. I’ll use its suggested prompt to draft an outreach email. Then I just need to give it a prospect name and details. I’ll use my name to test. And it gets to work and checks in with its progress. Now, it’s reasoning over everything, and quickly drafts up the initial outreach email. From there, I can ask the agent to refine the mail a little. Now, I can provide feedback on any part of the email, but I’ll ask it to shorten the email and include a call to action. -Then I’ll add a company and product name to include, and it finalizes the email. Once everything looks good, I can give it a list of prospects to connect. I just need to point my agent to my spreadsheet, which contains details for multiple prospects, so that my agent can reach out to each one automatically and work through the list. And by the way, if you want to automate this even further, you could instead use CRM data ingestion, and it would run automatically as new customer records are added. And as customers respond, the agent will update me in the chat. So what’s powering the agentic platform in Dynamics 365? -First, our intelligence layer brings together your core business data, accounts, opportunities, and interaction history, along with saved insights, like deal risk and recommended actions. A business context layer connects all of this, linking people, accounts, deals, and activities, so it’s not just raw records, but a full picture of what’s going on. It’s extensible with skills and tools that give the agents what they need to take specific actions. Work IQ then adds signals from Microsoft 365, emails, meetings, documents, and chats, so agents understand what’s being discussed and can find related materials. Interacting with this intelligence layer is the experience layer with the apps you work in day-to-day, the agents layer with pre-built and custom agents, and Dynamics 365 as a direct interface for CRM. And every interaction feeds back into the system, continuously improving data, insights, and actions. For IT and business teams, this also means more secure AI at scale. It’s grounded in shared context, and respects your data security and access policies across experiences. -Let’s go deeper on how you can extend agentic experiences with custom skills and tools, and using the business intelligence you have sitting in connected systems or in Dataverse. In Power Apps, you can author business skills, like I’ve done here. These are scoped units of know-how that wrap Dataverse data and the logic for when to use it. You’ll see that the instructions include details for each step the agent needs to take, what I want the output format to look like, and some examples of inputs along with corresponding expected responses. -Let me show you this skill in action using Copilot Cowork. I’ll ask it to analyze another deal at Adatum to see if they have contract pricing. As it runs, you’ll see that it chains in the custom pricing skill we just saw. And then once it completes, it surfaces a contracted pricing recommendation, which is not available in the out of-the-box product. Copilot Cowork followed all of the instructions, formatting, and examples from the skill. The skills are governed by the same Dataverse security and lifecycle using role-based access. -So that’s how the agentic platform in Dynamics 365 brings the right context and role-specific customer intelligence into connected experiences to save you time. To get started, check out aka.ms/agenticcxplatform. Subscribe to Microsoft Mechanics for more AI updates. And thanks for watching.
How to Fix Azure Event Grid Entra Authentication issue for ACS and Dynamics 365 integrated Webhooks
Introduction: Azure Event Grid is a powerful event routing service that enables event-driven architectures in Azure. When delivering events to webhook endpoints, security becomes paramount. Microsoft provides a secure webhook delivery mechanism using Microsoft Entra ID (formerly Azure Active Directory) authentication through the AzureEventGridSecureWebhookSubscriber role. Problem Statement: When integrating Azure Communication Services with Dynamics 365 Contact Center using Microsoft Entra ID-authenticated Event Grid webhooks, the Event Grid subscription deployment fails with an error: "HTTP POST request failed with unknown error code" with empty HTTP status and code. For example: Important Note: Before moving forward, please verify that you have the Owner role assigned on app to create event subscription. Refer to the Microsoft guidelines below to validate the required prerequisites before proceeding: Set up incoming calls, call recording, and SMS services | Microsoft Learn Why This Happens: This happens because AzureEventGridSecureWebhookSubscriber role is NOT properly configured on Microsoft EventGrid SP (Service Principal) and event subscription entra ID or application who is trying to create event grid subscription. What is AzureEventGridSecureWebhookSubscriber Role: The AzureEventGridSecureWebhookSubscriber is an Azure Entra application role that: Enables your application to verify the identity of event senders Allows specific users/applications to create event subscriptions Authorizes Event Grid to deliver events to your webhook How It Works: Role Creation: You create this app role in your destination webhook application's Azure Entra registration Role Assignment: You assign this role to: Microsoft Event Grid service principal (so it can deliver events) Either Entra ID / Entra User or Event subscription creator applications (so they can create event grid subscriptions) Token Validation: When Event Grid delivers events, it includes an Azure Entra token with this role claim Authorization Check: Your webhook validates the token and checks for the role Key Participants: Webhook Application (Your App) Purpose: Receives and processes events App Registration: Created in Azure Entra Contains: The AzureEventGridSecureWebhookSubscriber app role Validates: Incoming tokens from Event Grid Microsoft Event Grid Service Principal Purpose: Delivers events to webhooks App ID: Different per Azure cloud (Public, Government, etc.) Public Azure: 4962773b-9cdb-44cf-a8bf-237846a00ab7 Needs: AzureEventGridSecureWebhookSubscriber role assigned Event Subscription Creator Entra or Application Purpose: Creates event subscriptions Could be: You, Your deployment pipeline, admin tool, or another application Needs: AzureEventGridSecureWebhookSubscriber role assigned Although the full PowerShell script is documented in the below Event Grid documentation, it may be complex to interpret and troubleshoot. Azure PowerShell - Secure WebHook delivery with Microsoft Entra Application in Azure Event Grid - Azure Event Grid | Microsoft Learn To improve accessibility, the following section provides a simplified step-by-step tested solution along with verification steps suitable for all users including non-technical: Steps: STEP 1: Verify/Create Microsoft.EventGrid Service Principal Azure Portal → Microsoft Entra ID → Enterprise applications Change filter to Application type: Microsoft Applications Search for: Microsoft.EventGrid Ideally, your Azure subscription should include this application ID, which is common across all Azure subscriptions: 4962773b-9cdb-44cf-a8bf-237846a00ab7. If this application ID is not present, please contact your Azure Cloud Administrator. STEP 2: Create the App Role "AzureEventGridSecureWebhookSubscriber" Using Azure Portal: Navigate to your Webhook App Registration: Azure Portal → Microsoft Entra ID → App registrations Click All applications Find your app by searching OR use the Object ID you have Click on your app Create the App Role: Display name: AzureEventGridSecureWebhookSubscriber Allowed member types: Both (Users/Groups + Applications) Value: AzureEventGridSecureWebhookSubscriber Description: Azure Event Grid Role Do you want to enable this app role?: Yes In left menu, click App roles Click + Create app role Fill in the form: Click Apply STEP 3: Assign YOUR USER to the Role Using Azure Portal: Switch to Enterprise Application view: Azure Portal → Microsoft Entra ID → Enterprise applications Search for your webhook app (by name) Click on it Assign yourself: In left menu, click Users and groups Click + Add user/group Under Users, click None Selected Search for your user account (use your email) Select yourself Click Select Under Select a role, click None Selected Select AzureEventGridSecureWebhookSubscriber Click Select Click Assign STEP 4: Assign Microsoft.EventGrid Service Principal to the Role This step MUST be done via PowerShell or Azure CLI (Portal doesn't support this directly as we have seen) so PowerShell is recommended You will need to execute this step with the help of your Entra admin. # Connect to Microsoft Graph Connect-MgGraph -Scopes "AppRoleAssignment.ReadWrite.All" # Replace this with your webhook app's Application (client) ID $webhookAppId = "YOUR-WEBHOOK-APP-ID-HERE" #starting with c5 # Get your webhook app's service principal $webhookSP = Get-MgServicePrincipal -Filter "appId eq '$webhookAppId'" Write-Host " Found webhook app: $($webhookSP.DisplayName)" # Get Event Grid service principal $eventGridSP = Get-MgServicePrincipal -Filter "appId eq '4962773b-9cdb-44cf-a8bf-237846a00ab7'" Write-Host " Found Event Grid service principal" # Get the app role $appRole = $webhookSP.AppRoles | Where-Object {$_.Value -eq "AzureEventGridSecureWebhookSubscriber"} Write-Host " Found app role: $($appRole.DisplayName)" # Create the assignment New-MgServicePrincipalAppRoleAssignment ` -ServicePrincipalId $eventGridSP.Id ` -PrincipalId $eventGridSP.Id ` -ResourceId $webhookSP.Id ` -AppRoleId $appRole.Id Write-Host "Successfully assigned Event Grid to your webhook app!" Verification Steps: Verify the App Role was created: Your App Registration → App roles You should see: AzureEventGridSecureWebhookSubscriber Verify your user assignment: Enterprise application (your webhook app) → Users and groups You should see your user with role AzureEventGridSecureWebhookSubscriber Verify Event Grid assignment: Same location → Users and groups You should see Microsoft.EventGrid with role AzureEventGridSecureWebhookSubscriber Sample Flow: Analogy For Simplification: Lets think it similar to the construction site bulding where you are the owner of the building. Building = Azure Entra app (webhook app) Building (Azure Entra App Registration for Webhook) ├─ Building Name: "MyWebhook-App" ├─ Building Address: Application ID ├─ Building Owner: You ├─ Security System: App Roles (the security badges you create) └─ Security Team: Azure Entra and your actual webhook auth code (which validates tokens) like doorman Step 1: Creat the badge (App role) You (the building owner) create a special badge: - Badge name: "AzureEventGridSecureWebhookSubscriber" - Badge color: Let's say it's GOLD - Who can have it: Companies (Applications) and People (Users) This badge is stored in your building's system (Webhook App Registration) Step 2: Give badge to the Event Grid Service: Event Grid: "Hey, I need to deliver messages to your building" You: "Okay, here's a GOLD badge for your SP" Event Grid: *wears the badge* Now Event Grid can: - Show the badge to Azure Entra - Get tokens that say "I have the GOLD badge" - Deliver messages to your webhook Step 3: Give badge to yourself (or your deployment tool) You also need a GOLD badge because: - You want to create event grid event subscriptions - Entra checks: "Does this person have a GOLD badge?" - If yes: You can create subscriptions - If no: "Access denied" Your deployment pipeline also gets a GOLD badge: - So it can automatically set up event subscriptions during CI/CD deployments Disclaimer: The sample scripts provided in this article are provided AS IS without warranty of any kind. The author is not responsible for any issues, damages, or problems that may arise from using these scripts. Users should thoroughly test any implementation in their environment before deploying to production. Azure services and APIs may change over time, which could affect the functionality of the provided scripts. Always refer to the latest Azure documentation for the most up-to-date information. Thanks for reading this blog! I hope you found it helpful and informative for this specific integration use case 😀Price increase D365, impact on Base/Attach model?
Hi all, Microsoft announced a general price increase of D365 licenses, with a increase of 10-15% for certain suites. See following blog: New pricing for Microsoft Dynamics 365 effective October 2024 - Microsoft Dynamics 365 Blog. I wonder how this price increase will affect the Base/Attach model and combinations you can make. Eg. the D365 Sales Enterprise license with increase from $95 --> $105. While the D365 BC Premium will remain on $100 (no increase for BC). This means, Sales Enterprise will be more expensive than BC Premium. Currently we can attach Sales Enterprise on a BC Premium license: General rule of thumb is that the Base license must be the highest priced license, and Attach licenses should be the cheaper licenses. But with this price change this will be turned around between Sales/BC. So how will this price increase impact the Base/Attach model for such cases and existing customers? Cheers, MartijnD365 FO IUR - legacy benefits
Dear Community We have been using a D365 Finance instance since 2019 as IUR. As from my understanding, from the old silver/gold ERP competency. Since we bought the legacy benefits this summer, I assumed we‘ll get the D365 instance extended as well. But know I have to learn, that this is not included in the legacy benefits and our subscription will run out in one month. We‘d have to buy the subscriptions - really funny, we can not even use the software internally that we are selling/implementing at our customers? I know, we could get the Business Applications Designation - but for a partner with 20 employees, there is no chance to reach this (maybe for one year, but not a couple of years consecutively). Any ideas on this one? cheers DanielRequest to merge multiple Microsoft Learn certification IDs
Hello Microsoft Learn Support Team, I was advised by Pearson VUE and Microsoft Support to contact Microsoft Learn to request merging of my certification profiles. I have paid for the PL-900 exam, but the exam confirmation and status are not visible due to multiple Microsoft Learn IDs. The following Microsoft Learn IDs need to be merged: - ms1100781607 - ms1100998551 - ms1100999029 Kindly help merge these IDs and associate my PL-900 exam correctly. Thank you.Streamline your contact center telephony with Teams Phone extensibility
Microsoft Teams Phone brings intelligent, cloud-based calling to Teams, streamlining operations and delivering secure, reliable voice experiences. Until recently, however, enabling enterprise calling in the contact center meant deploying separate solutions, adding administrative complexity and redundant costs. Today, we’re excited to announce the general availability of Teams Phone extensibility for a growing ecosystem of contact center solutions, including Microsoft Dynamics 365 Contact Center. This new capability allows customers to extend Teams Phone investments into the contact center, enabling customers to use a single, integrated calling solution across both unified communications (UCaaS) and contact center (CCaaS) environments. Organizations can leverage Teams Phone extensibility to: Apply existing Teams Phone licenses to enable telephony for users of Dynamics 365 Contact Center or other certified ISV contact center solutions 1 . Avoid procuring, configuring, managing, and training users on a separate phone system for contact center deployments. Leverage the broad geographic availability of Teams Phone through calling plans available in 36 countries, Operator Connect in 96 countries, and Direct Routing globally. Benefit from the extensive features of Teams Phone, including the familiar Teams management interface. With these benefits, you can now streamline your telephony and reduce the number of solutions to license and manage across your organization. Learn more about the features of Teams Phone extensibility including conversational AI integration. Unify your calling capabilities for time and cost savings Teams Phone extensibility is a significant development for customers. It reflects how Dynamics 365 Contact Center helps organizations innovate faster and reduce costs with Microsoft’s unified cloud platform, low-code tools, and built-in AI – making it easier to build, manage, and scale contact center solutions without complex infrastructure or costly custom development. Teams Phone extensibility enables organizations to unify calling and contact center experiences for both agents and customers, all within a secure, familiar Microsoft environment. A commissioned Total Economic Impact™ study conducted by Forrester Consulting found that organizations using Teams Phone extensibility with Dynamics 365 Contact Center could achieve a projected return on investment up to 345% over three years 2 . These savings stem from lower operational and service fees, streamlined administration, and greater call center efficiency. With its certification in progress, Teams Phone extensibility with Dynamics 365 Contact Center is more than an integration. It’s a shift toward unified, intelligent communication that helps businesses operate smarter and deliver better customer experiences. Download the full study to learn more. ISV partners provide additional choice and flexibility Teams Phone extensibility is also supported by contact center ISV solutions that utilize the Teams Unify integration model. ISV solutions that have completed certification for Teams Phone extensibility include AudioCodes, CentrePal, ComputerTalk, Heedify, and Landis. 1 We look forward to adding additional certified contact solutions to this growing ecosystem in the months ahead. If you are a contact center developer, learn more about enabling Teams Phone calling for your CCaaS solution. Contact center ISVs that are Unify-model certified for Teams Phone extensibility include AudioCodes, CentrePal, ComputerTalk, Heedify, and Landis. Power your contact center with the calling capabilities of Teams Phone If you're already using Teams Phone and Dynamics 365 Contact Center or any of the certified ISV solutions, you can start taking advantage of Teams Phone extensibility today. Not yet using these solutions? You can set up trials for both Teams Phone and Dynamics 365 Contact Center to explore the benefits firsthand. If you're interested in trialing Teams Phone extensibility with a certified ISV contact center solution, please contact your preferred CCaaS vendor for more information. 1 While certification is not required to access the Azure Communication Services API that enables Teams Phone extensibility, we recommend selecting a contact center solution that has completed the certification process for the best experience. 2 Projected benefits for a composite customer. New Technology: The Projected Total Economic Impact™ Of Microsoft Dynamics 365 Contact Center with Teams Phone extensibility, Forrester Consulting, Casey Sirotnak, Jonathan Lipsitz, August 2025.Dynamics 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-922406D49160
