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Tech Tips: D365 new features coming from Update 39 and April Release Wave 1

Clayton Loden
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Join us as we dive into the upcoming Dynamics 365 updates, helping you get the most out of your ERP platform.

Understanding Updates

Service Updates

Regular improvements and bug fixes released four times a year. They come with different availability stages: preview, general availability, and auto-update. For more information on service updates, please visit the following links:

Release Waves

Major updates with hundreds of new features for Dynamics 365 and related products. Released twice a year, they focus on cross-app capabilities. For more information on release plans, please visit the following links:

Why Updates Matter

  • Stay informed about upcoming features to leverage the platform’s full potential.
  • Proactive planning helps you adapt to changes and minimize disruptions, especially for customized environments.
  • Get insights into new features that can benefit your specific role, like AI-powered recommendations for salespeople or enhanced communication tools for customer service reps.

New Features to Explore

Microsoft Copilot

A promising AI assistant integrated directly within Dynamics 365. It features a convenient button in the top corner, allowing you to ask questions about your data or get help with tasks. While its understanding of specific data queries is still under development, Copilot can already provide links to instructional resources and guide you towards finding the information you need.

AI-Integrated Workspaces

These workspaces leverage AI to automate tasks and surface insights relevant to your work. For example, the “Confirmed purchase orders with changes” workspace helps identify purchase orders requiring reconfirmation based on their potential downstream impact. Future updates promise even more customizable workspaces with enhanced data analysis capabilities, allowing you to tailor them to your specific needs and get highly relevant insights.

Asset Management Mobile App

A powerful tool for maintenance teams, offering a user-friendly interface to manage work orders on the go. You can view assigned work orders, see details like work order type and expected start/end dates, and update progress by adding notes, attaching files, logging time spent, and marking tasks complete with a handy checklist. While currently it only shows assigned work orders, future versions may offer more customization options and visibility into submitted work requests.

Business Performance Analytics (BPA)

This feature offers a data-centric approach to reporting, providing a comprehensive set of out-of-the-box reports on everything from balance sheets to vendor invoices. The reports are well-organized and allow for easy customization through slicers and filters. While you can’t directly edit pre-built reports, you can duplicate them and add additional tables and charts to tailor them to your specific needs. BPA integrates seamlessly with other Microsoft products and offers a powerful alternative to traditional reporting tools.

In Conclusion

Staying informed about Dynamics 365 updates empowers you to optimize your ERP experience and gain a competitive edge. This blog post provides a starting point for your exploration, and Microsoft resources offer further details on upcoming features and bug fixes.

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