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.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 Daniel
Request 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.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-922406D49160Announcing 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 Hub
