Dynamics 365: 2020 Release Wave 2 Plan Version 20.2.7

Last updated April 26, 2021.

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Dynamics 365: 2020 release wave 2 plan Version 20.2.7

Contents

2020 release wave 2 plan ...... 33

Change history ...... 39

Early access features ...... 40

Marketing ...... 51

Dynamics 365 Marketing ...... 51

Overview ...... 51 What's new and planned ...... 51 Use natural language to create targeted segments ...... 53 In-place editing of email and forms ...... 54 Create engaging, customized emails faster...... 55 Create and manage content-rich social media posts and easily monitor performance ...... 56 Build customer journeys more efficiently using the new canvas experience ...... 58 Run webinars and meetings using direct integration with Microsoft Teams ...... 59 Collect data from form submissions more easily with expanded entity options ...... 60

Sales ...... 63

Dynamics 365 Sales ...... 63

Overview ...... 63 What's new and planned ...... 63 Forecasting and gamification ...... 66 Overview...... 66 Gamification admin experience now available in Unified Interface ...... 67 Enterprise-grade, fully customizable forecast ...... 67 Usability improvements to streamline the user experience ...... 68 New Dynamics 365 Sales mobile experience ...... 68 Overview...... 68

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Easily complete common tasks on the go ...... 69 Find customer information easily when you're on the go, with improved search, lists, and forms ...... 69 Get started quickly with a standalone sales app ...... 70 Quote to cash ...... 71 Overview...... 71 Enhanced experience for adding product lines ...... 71 Usability enhancements ...... 72 Overview...... 72 Be more productive with new capabilities for the enhanced email experience ...... 72 Simplify your document workflows with enhanced PDF capabilities ...... 73 Get improved data management experience with simplified duplicate detection and merge capabilities ...... 74 LinkedIn Sales Insights for Dynamics 365 – bring account insights from LinkedIn automatically into Dynamics 365 ...... 77 Streamline premium enablement and Sales Insights add-in installation ...... 78

Dynamics 365 Sales Insights ...... 79

Overview ...... 79 What's new and planned ...... 80 Advanced forecasting and pipeline intelligence ...... 82 Overview...... 82 Enhanced predictive forecasting and deal flow experience ...... 83 Form designer support for predictive score widget...... 83 Improved snapshot experience ...... 84 Modified infrastructure for scoring leads and opportunities ...... 84 Redesigned predictive score experience ...... 85 Conversation intelligence ...... 85 Overview...... 85 Holistic customer view in one place ...... 86

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Easily onboard with out-of-the-box Teams dialer integration ...... 86 Relationship intelligence ...... 86 Overview...... 86 Relationship Analytics with similar opportunities is generally available ...... 87 Sales accelerator ...... 87 Overview...... 87 Provide sellers with conversation insights right where they conduct their daily business ...... 88 Boost productivity with an intelligent and organized work list ...... 88 Provide sellers with more granular control over a sequence ...... 89 Streamline the sales admin experience ...... 89

Dynamics 365 Product Visualize ...... 91

Overview ...... 91

Service ...... 92

Dynamics 365 Customer Service ...... 92

Overview ...... 92 What's new and planned ...... 92 Customer Service ...... 96 Overview...... 96 Embedded analytics for customer service managers ...... 96 Knowledge search historical analytics...... 97 Search for knowledge content in external sources ...... 97 Rich text control with embedded images...... 98 IoT alert measures and service history...... 99 Activity monitoring for automatically created records ...... 99 Agent suggestions for knowledge ...... 100 Agent suggestions for similar cases ...... 101 Configuration experience for timeline in the new form designer ...... 101 Create and configure device properties ...... 102

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Customer Service workspace – new multisession app ...... 103 Enable silent, seamless migration from legacy to Unified Interface service scheduling experience ...... 103 Enhanced knowledge articles editing and view experience ...... 104 Familiar, modern email template experience for agents and administrators ...... 105 Insert knowledge articles into an email ...... 106 Intuitive email file attachment experience for agents ...... 106 Main form dialog editing experience for queue item ...... 107 New forms and dashboards for Customer Service ...... 107 Tool to migrate rules for automatically creating records, service-level agreements from classic app to Customer Service Hub app ...... 108 Usability enhancements for timeline ...... 109 SLA pause and resume enhancements...... 109 Omnichannel for Customer Service ...... 110 Overview...... 110 Persistent messaging for chat ...... 110 Embedding chat in mobile experiences ...... 111 Outbound messaging ...... 112 Post-conversation surveys using Dynamics 365 Customer Voice ...... 112 Real-time language translation of messages ...... 113 Agent personalization of quick replies ...... 114 Agent personalization of sound notifications ...... 114 Agent suggestions for cases similar to the conversation ...... 115 Agent suggestions for knowledge articles ...... 115 App profile manager for multisession apps ...... 116

Dynamics 365 Customer Service Insights...... 118

Overview ...... 118 What's new and planned ...... 118 Embedded analytics for customer service managers ...... 120

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Knowledge search historical analytics ...... 120 Improve topic generation by excluding unnecessary phrases ...... 121 Agent suggestions for knowledge ...... 122 Agent suggestions for similar cases ...... 122 Real-time language translation of messages ...... 123

Dynamics 365 Field Service ...... 125

Overview ...... 125 What's new and planned ...... 125 Insights ...... 129 Overview...... 129 Work order completion surveys with Dynamics 365 Customer Voice ...... 129 Dashboard for key field service metrics ...... 129 Work order metrics ...... 130 Proactive service delivery ...... 130 Overview...... 130 Using Power Automate for Field Service workflow ...... 130 Asset hierarchy and location on work order enhancements...... 131 Create and configure asset properties ...... 132 Create work orders for any asset regardless of account ...... 133 Usability improvement Field Service subgrids as a dialog...... 134 Integration with Dynamics 365 Supply Chain Management ...... 134 Scheduling ...... 135 Overview...... 135 Embedded optimizer within schedule board ...... 135 Predictive work duration ...... 136 Enhanced skills-based matching in resource scheduling optimization ...... 136 Predictive technician travel time ...... 137 Travel outside of working hours ...... 138 Enhanced work hours calendar for requirements ...... 138

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Technician success ...... 139 Overview...... 139 Technician locator ...... 139 Field Service inspections ...... 139 Technician time tracking on Dynamics 365 Field Service mobile app...... 140 Usability improvements for the field technician booking form ...... 141 Calendar view for booking work orders ...... 141 Connected Field Service on Dynamics 365 Field Service mobile app ...... 142 Dynamics 365 Field Service mobile app updates for field technician efficiency ...... 143

Dynamics 365 Remote Assist ...... 144

Overview ...... 144 What's new and planned ...... 144 Dynamics 365 Remote Assist calls dashboard ...... 147 Spatial tracking experience improvements ...... 148 Updates to the annotation placement algorithm ...... 150 Use Dynamics 365 Remote Assist on mobile devices without augmented reality support ...... 151 Automate asset-related processes with Power Automate ...... 154 Capture and visualize asset information with spatial markup ...... 155 Create and manage organizational asset records ...... 157 Prepare your workspace with service-related documentation ...... 159 Enabling calls between Dynamics 365 Remote Assist mobile users ...... 160 Improved annotation placement experience ...... 161 Make group calls on Dynamics 365 Remote Assist mobile ...... 164 Enable customer or vendor to join one-time call ...... 164 Contact search keyboard improvements for HoloLens...... 165 Improvement in position accuracy for spatial annotations seen by remote collaborators on Teams ...... 165 Join meetings in the Dynamics 365 Remote Assist mobile app ...... 166 Lobby support enabled on HoloLens ...... 168

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Support Intune mobile application protection policies SDK for Dynamics 365 Remote Assist mobile app ...... 168 Teams live events supported on HoloLens...... 169 Improvements to lobby support on HoloLens ...... 170 Simplified selection of Dynamics 365 environment on HoloLens ...... 171

Finance and Operations ...... 172

Dynamics 365 Finance...... 172

Overview ...... 172 What's new and planned ...... 172 Core financials ...... 178 Overview...... 178 Add date option for generating the accrued purchases excluding the sales tax report ...... 178 Financials embedded Power BI is enhanced and renamed ...... 178 Notification of related prepayment invoices marked for settlement ...... 179 Trial balance report with transactional detail and unposted GL transactions ...... 179 Update the invoice quantities to match product receipt quantities in workflow ...... 180 Cash flow forecast calculation – enhanced scheduling (via process automation) ...... 181 Enable additional validation of data for documents using the source document accounting framework ...... 181 Asset leasing ...... 182 Automatic collection task creation ...... 183 Touchless email reminders to customer ...... 183 Ability to turn Ledger settlement on or off ...... 184 Vendor invoice automation – automation history for vendor invoices ...... 185 Vendor invoice automation – resume automated processing for multiple invoices ...... 185 View transaction detail from the Main account page ...... 186 Vendor invoice automation – analytics and metrics ...... 186 Vendor invoice automation – match product receipts to invoice lines that have a three-way matching policy ...... 187

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Vendor invoice automation – prevalidate vendor invoice posting ...... 188 Vendor invoice automation – submit imported vendor invoices to workflow ...... 188 Vendor invoice automation – tracking imported invoice amount and imported sales tax amount ...... 189 Vendor invoice automation – tracking the invoice received date ...... 189 Update tax 1099 information for multiple vendors ...... 190 Marked transaction detail blocked for settlement ...... 190 1099 statements updated for 2020 tax law ...... 191 Lease conventions for asset leases ...... 191 Propose early termination for asset leases ...... 192 Revenue recognition – reallocate multiple sales orders, undo a reallocation ...... 192 Revenue recognition – reallocation is available for project sales orders ...... 193 Globalization ...... 194 Overview...... 194 Electronic Invoicing Add-on for Dynamics 365 (public preview) ...... 194 Regulatory Configuration Service – simplified globalization feature management for Globalization services ...... 196 Electronic Invoicing Add-on (preview) – configurable Brazilian e-invoice for services (NFS-e) ...... 197 Regulatory Configuration Service expanded regional coverage – France ...... 197 Extended Finnish localization – Finvoice 3.0 ...... 199 Invoicing – advanced notes management ...... 200 Invoicing – VAT directives on project invoices...... 201 Configurable business documents conversion to PDF ...... 201 Configurable business documents direct printing ...... 202 Barcode generation data source for configurable business documents ...... 202 Country/region expansion – Hong Kong SAR ...... 203 Country/region expansion – Kuwait...... 203 Country/region expansion – Oman ...... 204 Electronic reporting – Legal entity-specific parameters enhancements...... 204

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Country/region expansion – Bahrain ...... 205 Country/region expansion – Qatar ...... 206 Regulatory Configuration Service – global repository for simplified configuration management ...... 206 Improvements in unit price and cost price handling in stock transfer orders for India ...... 208 Invoicing – invoice register support for Swiss QR-bills ...... 208 Public sector ...... 209 Overview...... 209 Delegation of multiple purchasing work items ...... 209 Associate 1099 default value to Main account ...... 210 Vendor details to bridged transactions and check forms...... 210

Dynamics 365 Supply Chain Management ...... 212

Overview ...... 212 What's new and planned ...... 212 Inventory and logistics ...... 215 Overview...... 215 Confirm outbound shipments from batch jobs ...... 216 Order-committed reservation based on license plates ...... 216 Warehouse management outbound workload visualization ...... 217 Warehouse mobile applications work pick line overview ...... 218 Work policy enhancements for inbound work ...... 218 Warehouse management deferred put processing for manual movements ...... 219 USMCA certification of origin document...... 219 Default RFQ reply fields for vendor bidding ...... 220 Inventory Visibility Add-in for Dynamics 365 Supply Chain Management (preview) ...... 220 Create and process transfer orders from the warehouse app ...... 221 Process warehouse app events...... 222 Validate license plates on source document lines ...... 222 Manufacturing ...... 223

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Overview...... 223 Enter serial numbers while reporting as finished from the job card device ...... 223 Mixed-reality guides for manufacturing ...... 223 New user experience for production floor execution ...... 225 Customizable shop floor execution interface ...... 226 Planning ...... 227 Overview...... 227 Planning Optimization enhancements ...... 227 Planning Optimization support for materials requirements planning (MRP)...... 228 Product information management ...... 229 Overview...... 229 New inventory dimensions for product version tracking and enhanced extensibility ...... 229 Saved views for sales and marketing ...... 230 Saved views for the Released products page ...... 230 Engineering Change Management ...... 231

Finance and Operations cross-app capabilities ...... 233

Overview ...... 233 What's new and planned ...... 233 Business events...... 236 Overview...... 236 Batch notifications ...... 237 Cross-app features ...... 237 Overview...... 237 New grid control – general availability...... 237 New task recorder capabilities ...... 239 Saved views – general availability ...... 239 Upgrade three jQuery components libraries ...... 240 Lifecycle Services support experience ...... 241 Embedded drill-through links supported in application reports ...... 241

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Enable a drop-down list on multiline controls ...... 242 Regression Suite Automation Tool 2.0 ...... 242 New HTML editor control ...... 243 Multiple attachments for an email in ER destinations ...... 244 Document (attachment) history ...... 244 Email throttling ...... 245 Grouping with subtotals in grids – general availability ...... 245 Conditional Access with Azure Active Directory ...... 246 Entity map tagging in dual-write ...... 246 Support in dual-write to use a user-specified team as the owner for Dataverse global tables ...... 247 User session management ...... 247 Data and process integration ...... 248 Overview...... 248 Finance and Operations data in Azure Data Lake available in selected Azure regions ...... 248 Finance and Operations data in Microsoft Dataverse – phase 3 ...... 249

Dynamics 365 Project Operations ...... 251

Overview ...... 251 What's new and planned ...... 252 View grant information on the Project invoice and Project invoice proposal list pages ...... 253 Create project invoice proposals by funding source from the periodic area ...... 253 New Invoice summary page available from Project invoice proposals and Project invoices list pages ...... 254 Public sector – Project invoice proposal selection parameter by funding source...... 254

Dynamics 365 Guides ...... 256

Overview ...... 256 What's new and planned ...... 256 Copy Dynamics 365 Guides content from one Microsoft Dataverse instance to another ...... 259 Activate a trigger when an operator’s hand enters the trigger area ...... 259

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Copy and paste the position, orientation, and scale of a 3D model ...... 260 Create guides that support nonlinear (branching) workflows ...... 260 Dynamics 365 Supply Chain Management integration ...... 261 Use a trigger to branch to a specific step ...... 262 Support for Government Community Cloud ...... 262 Improved experience finding guides in PC app ...... 263 Extend analytics capabilities with new guide operation data tables ...... 264 Gain insights into guide usage with the updated Guides Analytics Power BI reports ...... 265 Improvement in how data is stored in Microsoft Dataverse ...... 266 Narrated instruction text through HoloLens ...... 266 Updated Dynamics 365 Guides demo ...... 267 Deactivate images, videos, and 3D models from the PC app ...... 269 Performance improvements in loading list of guides ...... 270 Support for security permissions at team level ...... 270 Use filters to find guides more quickly on HoloLens 2 ...... 270

Human Resources ...... 272

Dynamics 365 Human Resources ...... 272

Overview ...... 272 What's new and planned ...... 272 Employee and manager self-service ...... 275 Overview...... 275 Custom links in manager self-service ...... 275 Employee leave and absence experience in Microsoft Teams ...... 275 Integrations and extensibility ...... 277 Overview...... 277 Expand Dynamics 365 Human Resources core data in Microsoft Dataverse ...... 277 Integration with LinkedIn Talent Hub ...... 278 Enable simplified integration with recruiting providers...... 278

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Enhanced candidate profile in personnel management ...... 279 Manager can submit a recruiting request for open positions ...... 280 Leave and absence ...... 280 Overview...... 280 Provide additional insight in leave calendar views ...... 281 Provide additional insight into leave balances ...... 282 Cross-company view of employee leave for managers...... 282 Organization and personnel management...... 284 Overview...... 284 Organization and personnel management workflow experience enhancements ...... 284

Commerce ...... 287

Dynamics 365 Commerce ...... 287

Overview ...... 287 What's new and planned ...... 288 E-commerce...... 291 Overview...... 291 Experimentation in Dynamics 365 Commerce ...... 292 Site builder WYSIWYG improvements ...... 292 Abandoned cart capabilities for e-commerce ...... 293 Gift card purchase in e-commerce ...... 293 Customize transactional mails by mode of delivery ...... 294 New out-of-the-box commerce modules for e-commerce ...... 295 Fundamentals ...... 295 Overview...... 295 Simplified Commerce SDK update experience ...... 296 Industry excellence ...... 296 Overview...... 296 Consistency in payments management across retail channels ...... 296

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Review function in POS inventory operations ...... 297 Ability to skip Change due dialog box in POS when no change is due ...... 297 Improvements to the recall order operation in point of sale (POS) ...... 298 Pickup time slot management for Commerce orders ...... 299 Leverage the Dynamics 365 Commerce pricing engine to create a sales quote in Dynamics 365 Sales ...... 299 Restrict affiliation and loyalty discounts to selected stores ...... 300 Clear system discounts from a sales transaction ...... 301 Omnichannel excellence ...... 301 Overview...... 301 Extensibility to support incremental capture during back office invoicing ...... 301 Dynamics 365 Commerce app marketplace ...... 302 Payment processing without hardware station and card not present ...... 303 Support for adding items to purchase orders during receiving in POS ...... 304 Support serial number registration on outbound transfer order shipments from POS ...... 305 PayPal payments connector ...... 305 Support for closing lines in purchase orders during receiving in POS...... 306 Define multiple pickup delivery modes for use in Dynamics 365 Commerce customer order scenarios ...... 306 Shop by similar description ...... 307 Shop similar looks ...... 308

Dynamics 365 Connected Store ...... 309

Overview ...... 309 What's new and planned ...... 309 Edge procurement and in-store readiness ...... 311 Overview...... 311 Improved skills management in the mobile app ...... 311 Mobile app now supported on Apple iPad and Android phone/tablet ...... 311 Integrated workflows with Microsoft Power Platform ...... 312

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Overview...... 312 Customize Power Automate flow to send email notifications when store occupancy threshold is exceeded ...... 312 Store analytics ...... 312 Overview...... 312 Expanded shopper analytics functionality, including occupancy density and power hours reporting ...... 312

Fraud Protection ...... 314

Dynamics 365 Fraud Protection ...... 314

Overview ...... 314 What's new and planned ...... 314 Enhanced data ingress capability ...... 316 Enhance onboarding and user experience for Fraud Protection customers ...... 316 Loss prevention scale motion ...... 317 Manual review capability ...... 318

SMB ...... 319

Dynamics 365 Business Central ...... 319

Overview ...... 319 What's new and planned ...... 320 Administration ...... 331 Overview...... 331 Improved overview and management of the available database and file capacity ...... 331 Log of admin operations in the Business Central admin center ...... 332 Service-to-service authentication for Automation APIs ...... 333 Support for additional Azure AD roles for the customer admins to access Business Central admin center ...... 333 Support for an unlimited number of production and sandbox environments ...... 334 Manage irreversible features ...... 335 Database access intent changed to read-only for frequently used reports ...... 336

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Deprecation of the legacy Dynamics NAV Help Server component ...... 340 Speed up low-level code calculations ...... 341 Disable Integration Records and Integration Management ...... 342 Schedule data update of application features enabled through Feature Management ...... 343 Extension lifecycle telemetry in Application Insights for ISVs ...... 345 Restoring environments to a point in time in the past ...... 345 Application ...... 347 Overview...... 347 Business Central company hub ...... 347 VAT group reporting ...... 348 Default unit cost for non-inventory items ...... 349 Track packages from more types of sales documents ...... 349 Consolidation file format support for Dynamics 365 Finance ...... 351 Auto-resolve Microsoft Dataverse conflicts ...... 351 Check financial journals in background ...... 353 Improved control over how and when you post WIP entries for jobs to the general ledger .. 354 Write longer item references ...... 355 Use the copy journal function on Posted General Journals and control date for reversing entries in Recurring General Journals ...... 356 Use Word document layouts to customize outgoing customer documents ...... 358 Easier to choose the right Role Center ...... 359 Remove coupling of records integrated with Microsoft Dataverse in bulk...... 366 Restore synchronization defaults for Microsoft Dataverse integration for selected Integration Table Mapping ...... 367 Use contact mobile phone number and email consistently across application ...... 368 Use conversion templates to convert contacts to vendors and employees ...... 370 Define retention policies ...... 371 Notify users of high-risk changes in selected setup fields ...... 372 Enhanced email capabilities ...... 373

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Control how Account Schedules for core financial reports are generated ...... 373 Use new sales pricing experience ...... 374 Improved VAT registration number validation ...... 378 Use shortcut dimensions in G/L entries for financial reporting ...... 378 Handle price list exceptions with Allow Updating Defaults ...... 380 Use recurring journals to allocate balances by dimension values ...... 381 Bank reconciliation improvements ...... 383 Better with Microsoft 365 ...... 384 Overview...... 384 Apps are moving to office.com ...... 384 Business Central in Microsoft Teams ...... 386 Country and regional ...... 390 Overview...... 390 Country/regional expansion – Brazil ...... 390 Country/regional expansion – Ireland ...... 390 Country/regional expansion – Lithuania ...... 391 Country/regional expansion – India (public preview) ...... 392 Microsoft Power Platform ...... 392 Overview...... 392 Integrate Business Central and Microsoft Dataverse with fewer synchronization conflicts .... 392 Support for latest Microsoft Dynamics 365 SDK ...... 393 ISV apps and environments supported in the Power Automate and Power Apps connector . 394 Microsoft Dataverse virtual tables ...... 395 Migrations to Business Central online ...... 396 Overview...... 396 Continued enhancements for migrating from Dynamics GP to Business Central ...... 396 Historical data migration from Dynamics GP to Azure Data Lake ...... 397 Migrate from Business Central 14.x on-premises to Business Central 16.x online ...... 397 Migrate from Business Central 15.x on-premises to Business Central 16.x online ...... 398

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Modern clients ...... 398 Overview...... 398 Updates to page styling ...... 398 Changes to the action bar in lookup dialog boxes ...... 400 Improved accessibility for low-vision users ...... 402 Page Inspector supports temporary tables ...... 404 Pages with FactBoxes are more responsive ...... 405 Report request page can open multiple previews ...... 407 Update the navigation experience terminology to improve usability ...... 408 Role Centers open faster ...... 409 Easy access to production or sandbox environments from the mobile app ...... 411 Unblock multifactor authentication for mobile apps...... 412 Modern development tools ...... 413 Overview...... 413 AppSource apps can store their secrets in Azure Key Vault ...... 413 Code documentation comments ...... 414 Code region compiler directive ...... 415 Delete extension data ...... 416 Obsolete implicit and explicit use of 'with'...... 417 Suppress AL warnings ...... 418 Business Central Performance Toolkit ...... 419 Aligning license checks between sandbox and production environments ...... 420 Download symbols using initialize snapshot launch configuration ...... 421 EnvironmentType and environmentName launch.json properties replace sandboxName ..... 421 Snapshots – troubleshooting in production environments ...... 422 Seamless service ...... 423 Overview...... 423 Data audit system fields are added to every table ...... 424 Developers can override the system setting for the maximum time a report can run ...... 424

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On-demand joining of companion tables ...... 425 Debug extension installation and upgrade code ...... 425 Attach to user session when debugging ...... 426 Developers can emit telemetry to Application Insights from AL code ...... 427 Extension publishers can get telemetry in Azure Application Insights ...... 427 Renaming environments in the Business Central admin center ...... 428 Signal about long-running AL execution added to Application Insights telemetry for partners ...... 429 Signal from outgoing web service requests added to Application Insights telemetry for partners ...... 429 New metadata AllowScheduling on a report ...... 430 Signal from the retention policy feature added to Application Insights telemetry for partners ...... 430 Signal from the sensitive field audit feature added to Application Insights telemetry for partners ...... 431 Application performance improvements ...... 431 Signal from job queue execution added to Application Insights telemetry for partners...... 432 Signal from permission changes added to Application Insights telemetry for partners ...... 433 Signal from web service key authentication added to Application Insights telemetry for partners ...... 433 Signal from application packages lifecycle added to Application Insights telemetry for partners ...... 434 Signal from the email feature added to Application Insights telemetry for partners ...... 434

Customer data platform ...... 436

Dynamics 365 Customer Insights (audience insights) ...... 436

Overview ...... 436 What's new and planned ...... 436 Activities ...... 442 Overview...... 442 Additional semantics for activities ...... 442

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Data ingestion ...... 442 Overview...... 442 Connect to your Azure Data Lake Storage account using a service principal ...... 442 Flexibility to enable data profiling on selected entities and fields from your storage account ...... 443 Incremental data ingestion from customer's Azure Data Lake ...... 443 Enable numerical primary keys for entities ...... 443 Enable match output for source entities ...... 444 Connect to on-premises data ...... 444 Data unification ...... 445 Overview...... 445 Persist all values after deduplication ...... 445 Enable and disable match rules ...... 445 Enrichment ...... 446 Overview...... 446 Control which profiles to enrich ...... 446 Import enrichment data using SFTP ...... 446 Improved scores and configuration for brand and interest affinity enrichment ...... 447 Extensibility ...... 447 Overview...... 447 Google Ads integration ...... 448 Mailchimp integration ...... 448 Dotdigital integration ...... 448 Enrich your customer data with location data from HERE Technologies ...... 449 Marketo integration ...... 449 AutopilotHQ integration ...... 450 SendGrid integration ...... 450 Intelligence ...... 450 Overview...... 450

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Predictive product recommendations ...... 450 Predictive transactional churn ...... 451 Use the latest Azure Machine Learning endpoints ...... 452 Customer segment filtering for predictions ...... 453 Explanations for product recommendations ...... 453 Product filtering for product recommendations ...... 454 Measures ...... 454 Overview...... 454 Build measures based on existing measures ...... 454 Customer Lifetime Value predictive model ...... 454 Quick start measure templates...... 455 Relationships ...... 455 Overview...... 455 Segments ...... 455 Overview...... 455 Create a copy of a segment ...... 455 System administration ...... 456 Overview...... 456 Copy instance configuration improvements ...... 456 Reset an environment ...... 456 Azure Private Link connection ...... 457

Dynamics 365 Product Insights ...... 458

Overview ...... 458

Customer Voice ...... 459

Dynamics 365 Customer Voice ...... 459

Overview ...... 459 What's new and planned ...... 459 Collect feedback ...... 460

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Overview...... 460 Multichannel survey distribution ...... 461 Conditional post-survey message ...... 461 Insights and follow-up ...... 461 Overview...... 461 Customer Insights integration ...... 461 Close the feedback loop through alerting and follow-up management ...... 462

Industry solutions ...... 463

Microsoft Cloud for Healthcare ...... 463

Overview ...... 463 What's new and planned ...... 463 Care Management ...... 464 Home Health...... 465 Patient Access portal...... 466 Patient Outreach...... 466 Patient Service Center ...... 467

Industry accelerators ...... 469

Nonprofit ...... 469

Overview ...... 469 What's new and planned ...... 469 Frontline Humanitarian Logistics ...... 470 Volunteer management ...... 471 Assessment management ...... 472

Media and communications ...... 473

Overview ...... 473

Manufacturing ...... 474

Overview ...... 474 What's new and planned ...... 474

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Manufacturing sales...... 475

Healthcare...... 476

Overview ...... 476

Financial services ...... 477

Overview ...... 477

Education ...... 478

Overview ...... 478 What's new and planned ...... 478 Higher education tele-advising ...... 479

Automotive ...... 481

Overview ...... 481

Change history ...... 482

Early access features ...... 483

Power Apps ...... 484

Overview ...... 484

What's new and planned ...... 484

Mixed reality ...... 487

Overview ...... 487 See how a predefined shape fits in your real-world space in mixed reality ...... 488 View 3D content or images in the real world with mixed reality ...... 488 View 3D models and content ...... 488 Measure distances and volumes in the real world with mixed reality ...... 489

Power Apps portals improvements ...... 489

Overview ...... 489 Power Apps component framework control support in Power Apps portals ...... 490 Power Apps portals web API (general availability) ...... 491

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Sophisticated apps on a unified platform ...... 491

Overview ...... 491 Microsoft Dynamics 365 app on Windows...... 491 Mobile push notifications for model-driven apps ...... 492 Address key chart customization gaps in Unified Interface ...... 492 Improved model-driven app header, sitemap, and app switching ...... 493 Offline capabilities for model-driven apps ...... 501 Ability to interact with emails in mobile app ...... 501 New, improved global search experience in model-driven apps ...... 503 Enable Power BI report or dashboard to be a model-driven app system dashboard ...... 505 Transition to Unified Interface ...... 506 Add informational cards to marked locations in the map component ...... 506 Customize pin colors when adding a map...... 507 Set up recurring appointments using the mobile app ...... 507

Power Automate ...... 509

Overview ...... 509

What's new and planned ...... 509

Integration with Microsoft Teams ...... 515

Overview ...... 515 Templatizing and distributing common business process scenarios ...... 516

New desktop flow (RPA) capabilities ...... 517

Overview ...... 517 Set priorities for desktop flows ...... 517 Microsoft account users can now access Power Automate Desktop ...... 517 Users with a work or school account can access Power Automate Desktop without a license ... 518 Add WinAutomation actions to desktop flows v1 ...... 518 Desktop flows V1 allows users to customize the retry and timeout settings for each action ..... 519 Add delay actions to desktop flows V1 ...... 521

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Add support to pass arguments to the launch application step in desktop flows v1 ...... 523 Desktop flows V1 adds support for copy and paste ...... 523 Desktop flows V1 supports do until loops ...... 524 Deep analytics for desktop flows to administer, govern, and nurture RPA through the CoE starter toolkit ...... 524 Easier setup, creation, and runtime configuration of desktop flows ...... 525 Administrators can use out-of-the-box reports to monitor and govern the use of RPA ...... 525 New and improved management and monitoring for desktop flows ...... 525 Automation lifecycle management for Robotic Process Automation ...... 526 Sovereign cloud support for RPA ...... 526 Use sensitive text inputs with desktop flows ...... 527 Direct sensitive input and variables or expressions can be used interchangeably in some action fields ...... 527 More conditional operators are available in Power Automate Desktop ...... 528 New PDF actions are available ...... 529 Power Automate Desktop to send logs to Microsoft Dataverse ...... 529 Start or extend trials from Power Automate Desktop ...... 530 Support for IMEs in Power Automate Desktop and web recorders ...... 530 Second level of error handling in Power Automate Desktop ...... 531 Further democratize RPA through new authoring experiences with Microsoft Power Automate Desktop ...... 531 Role-based sharing experience for automations ...... 532 View the value of variables in Power Automate Desktop ...... 532 Run from here functionality ...... 533 Enhanced capabilities in the interaction of Desktop Recorder and Windows ...... 533 Power Automate Desktop governance ...... 534 New Microsoft Power Automate Desktop settings panel ...... 535 Use of variables within the desktop and web recorder as input and output parameters ...... 536 View shared desktop flows from Power Automate Desktop ...... 537 Real-time view of Robotic Process Automation runs, errors, and queues available ...... 537

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Actions parameters parity with WinAutomation ...... 538 Provision a Microsoft Dataverse database from Power Automate Desktop ...... 538

World-class business process capabilities ...... 539

Overview ...... 539 Chat bot assistant to help build flows ...... 539 Contextual help for Power Automate makers ...... 539 Diagnose trigger issues using flow checker ...... 540 Document Automation for Power Automate ...... 540 Makers can filter SharePoint rows without OData queries ...... 541 Actionable error messages will be available in Power Automate ...... 541 See raw inputs and outputs in the run history ...... 541

Power Virtual Agents ...... 544

Overview ...... 544

What's new and planned ...... 544

Bot configuration ...... 546

Overview ...... 546 Authenticate with simplified Azure Active Directory setup ...... 546 Seamlessly deploy Power Virtual Agents chatbots to Microsoft Teams ...... 547 Use Power Virtual Agents in Microsoft Teams ...... 547 Customize the icon of your chatbot...... 548 Enable single sign-on (SSO) for chatbots in Microsoft Teams channels ...... 548

Core authoring ...... 548

Overview ...... 548 Integrate bots with Microsoft Bot Framework Composer ...... 549 Claim bot variables in topics ...... 549

Enhanced natural language capabilities ...... 550

Overview ...... 550

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Topic suggestions from files (CSV, DOCX, PDF) hosted on a webpage ...... 550

Common Data Model ...... 551

Overview ...... 551

What's new and planned ...... 551

New business domain-focused Common Data Model semantic types ...... 552

New Common Data Model standard entity definitions ...... 553

Enhanced Common Data Model SDK functionality ...... 553

Microsoft Dataverse ...... 554

Overview ...... 554

What's new and planned ...... 554

Read from table files instead of snapshots to reduce read latency ...... 556

Honoring Azure AD group membership types in Microsoft Dataverse group teams...... 557

Relevance search API ...... 557

Improvements to Microsoft Dataverse file and image upload and download ...... 558

Activity rollup improvements ...... 558

Use Power BI to connect to Microsoft Dataverse with DirectQuery...... 560

Common Data Service User security role renamed to Basic User ...... 560

Record access check ...... 561

New Service Reader and Service Writer security roles ...... 561

CRUD support for virtual table providers ...... 562

Azure Active Directory group team enhancements ...... 562

TLS 1.2 and cipher suites compliance for non-Microsoft hosted servers ...... 563

Custom API ...... 564

User-specified data partitions for exported data ...... 564

Microsoft Dataverse auditing enhancements ...... 565

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Governance and administration ...... 566

Overview ...... 566

What's new and planned ...... 566

An enhanced, unified Power Platform admin center ...... 567

Overview ...... 567 Microsoft Dataverse errors, performance data, and diagnostics data in customer's own Azure Application Insights ...... 567

Data integration ...... 569

Overview ...... 569

What's new and planned ...... 569

Microsoft Power Platform connectors ...... 575

Overview ...... 575 Use the Microsoft Excel Online connector in Power Apps ...... 575 Stronger integration of the open source repository with custom connectors ...... 576 Telemetry for certified connectors ...... 576 More certified and custom connectors in our open source repository ...... 576

Microsoft Power Platform dataflows ...... 577

Overview ...... 577 Azure Synapse-based compute for Dynamics 365 Customer Insights ...... 577 Improved save and validation experience for dataflows ...... 577 Integration with Dynamics 365 Customer Insights ...... 578 Rename analytical dataflows ...... 578

Microsoft Power Platform gateway ...... 578

Overview ...... 578 Support for Kerberos SSO for Hive LLAP in Power BI ...... 578 Data source management enhancements ...... 579 Support for OAuth and Azure Active Directory authentication ...... 579

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Diagnostics for single sign-on data sources ...... 579 Power BI refresh using the dataset owner's UPN ...... 580

Power Query Desktop ...... 580

Overview ...... 580 Hive LLAP ...... 580 Salesforce connector API upgrade for Power Query Desktop...... 581 Parquet connector ...... 581 Custom role support for Snowflake connector for Power Query Desktop ...... 581 Automatic table detection from JSON ...... 582 General availability of Text/CSV by example data extraction ...... 582

Power Query Online...... 582

Overview ...... 582 Query diagnostics improvements ...... 582 Automatic table detection from Excel files ...... 583 Automatic table detection from JSON files ...... 583 Drag-and-drop support for managing query steps in the Steps pane ...... 584 FHIR connector in Power Query Online and dataflows ...... 584 Salesforce connector API upgrade for Power Query Online ...... 584 Step icons within the Applied Steps pane ...... 585 Azure Data Lake Storage support for Common Data Model folder view ...... 585 In-product links to documentation ...... 586 Key query indicators and actions in the status bar ...... 586 Fuzzy matching enhancements when grouping, clustering, and merging ...... 586 Advanced options for extracting text using delimiters ...... 586 Diagram view for authoring ...... 587 General availability of visual data prep for authoring within Power Query Online ...... 587 Global keyboard shortcuts ...... 588 Custom role support for Snowflake connector for Power Query Online ...... 588

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Help tab in the Power Query ribbon ...... 589 Power Query connector improvements...... 589 Warnings for query changes in M authoring surfaces on user commit ...... 589

VNet connectivity for Microsoft Power Platform ...... 590

Overview ...... 590 VNet connectivity for Power BI Premium datasets ...... 591

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Dynamics 365: 2020 release wave 2 plan The Dynamics 365 release plan for the 2020 release wave 2 describes all new features releasing from October 2020 through March 2021. You can either browse the release plan online or download the document as a PDF file. This PDF file also includes information about Power Apps, Power Automate, Power Virtual Agents, Common Data Model, Microsoft Dataverse, Microsoft Power Platform governance and administration, and data integration. The Microsoft Power Platform features coming in the 2020 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF.

2020 release wave 2 overview The 2020 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central.

Marketing • Dynamics 365 Marketing improves the customer journey canvas experience and adds integration with Microsoft Teams for virtual events. Segmentation is enhanced with a new natural language experience to create and consume segments, helping eliminate the specialized skills needed to build complex segments.

Sales • Dynamics 365 Sales continues emphasis on simplified experiences, app integrations, gamification, a new mobile experience for quick access to customer information, and new enhancements to forecasting to natively create and manage bottom-up sales forecast processes. • Dynamics 365 Sales Insights continues investments across multiple areas: sales acceleration, conversation intelligence, relationship intelligence, and advanced forecasting and pipeline intelligence with predictive lead and opportunity scoring to help sales teams uncover top deals. • Dynamics 365 Product Visualize empowers sellers and accelerates complex sales processes by showcasing and customizing products in their real-world environment. Sellers can place a 3D digital twin of a product in their customer’s environment and make detailed notes about their requirements.

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Service • Dynamics 365 Customer Service expands agent productivity capabilities that enable agents to engage in multiple sessions simultaneously. Omnichannel for Customer Service is enhanced with additional extensibility options to enable integration with mobile applications, Microsoft bot framework, and outbound messaging channels. • Dynamics 365 Customer Service Insights adds new capabilities to help agents using similar case suggestions to resolve customer issues quickly and easily. A new analytical view for customer service managers helps them focus on key support areas that need attention. These highlights will also be included directly in the core Customer Service Hub app so that users can get insights in context without having to switch between applications. • Dynamics 365 Field Service continues to add intelligence capabilities, including a new Field Service dashboard for monitoring key KPIs and work order completion metrics. There are many user experience enhancements to enable proactive service delivery. The Field Service mobile app is enhanced with capabilities such as push notifications and real-time location sharing. This release wave also includes scheduling enhancements such as multiday manual scheduling and enhanced skill-based matching. • Dynamics 365 Remote Assist expands its range of scenarios beyond calls, allowing technicians to perform activities such as capture service and repairs data, perform surveys and walk-throughs independently, and derive service insights from their service operations.

Finance and Operations • Dynamics 365 Finance continues to focus on automating common tasks to reduce the number of manual processes and add insights and intelligence in Finance. Asset leasing enhances the core capabilities of Finance and the global coverage for Finance continues to expand in this release wave. • Dynamics 365 Supply Chain Management expands planning optimization for Manufacturing to perform supply and production planning in near real time with in- memory services. Enhancements to Product Information Management include engineering change management and product versioning capabilities. Cost Management includes new features that will enable global companies maintain multiple cost accounting ledgers by allowing dual currency and dual valuation. Enhancements to the job card device include a new user experience and a new feature to enable reporting serial numbers. • Dynamics 365 Guides is focusing on intelligent workflows in this release wave. By taking advantage of data and AI innovations, work instructions can be configured to adjust on the fly based on operator inputs. In addition, insights will make it easier to use time- tracking data and connect that data to your business.

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• Dynamics 365 Project Operations unifies operational workflows to provide the visibility, collaboration, and insights needed to drive success across teams from sales to finance. Project Operations connects your sales, resourcing, project management, and finance teams within a single application to win more deals, accelerate delivery, empower employees, and maximize profitability.

Human Resources • Dynamics 365 Human Resources expands leave and absence and benefits management capabilities to transform the employee experience. Employees and managers will be able to manage leave and absence directly from Microsoft Teams. This release wave enables streamlined integrations to recruiting and payroll partners, thereby building a Human Capital Management (HCM) ecosystem.

Commerce • Dynamics 365 Commerce continues to expand capabilities that enable nondevelopers to easily design and manage digital commerce experiences. Customers can increase lift online and in store with “Shop similar looks” for recommendations. Customers can discover and deploy third-party services, connectors, modules, and themes from Microsoft AppSource. • Dynamics 365 Connected Store adds a number of new capabilities such as integration with Dynamics 365 Commerce, front-line worker task assignment and tracing with Microsoft Teams, integrated workflows with Microsoft Power Platform, intelligent command center, store analytics, and store insights solutions such as anomaly detection, inventory recommendations, and shift management recommendations.

Fraud Protection • Dynamics 365 Fraud Protection adds integration with Dynamics 365 Commerce and a new “manual review” capability that allows customers to use the Fraud Protection rules experience to flag transactions for review, and then allow expert human agents to consume and adjudicate those transactions.

SMB • Dynamics 365 Business Central investments for this release wave include service enhancements to meet the demands of a rapidly growing customer base, improved performance, handling of file storage, geographic expansion together with support for Group VAT, top customer-requested features, and deeper integration with Microsoft Teams.

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Customer data platform • Dynamics 365 Customer Insights enables every organization to unify disparate data—be it transactional, observational or behavioral sources—to gain a single view of customers and derive intelligent insights that drive key business processes. • Dynamics 365 Product Insights enables organizations to understand their customers’ journey, usage, and experience across all channels of their products (web, mobile, and connected devices).

Dynamics 365 Customer Voice NOTE As of July 2020, Microsoft Forms Pro has been renamed as Dynamics 365 Customer Voice. • Dynamics 365 Customer Voice is the next product evolution from Microsoft Forms Pro. Dynamics 365 Customer Voice is an enterprise feedback management application, powering simple yet robust feedback capture, an integrated customer data platform, and built-in insights tools to enable timely followup actions to close the loop with your customers. Dynamics 365 Customer Voice includes ready-to-use feedback solution templates that preconfigure survey questions, workflow, and reports, including a customer feedback solution template based on customer experience (CX) best practices from Forrester Research.

Industry accelerators Industry accelerators are foundational components within Microsoft Power Platform and Dynamics 365 that enable ISVs and other solution providers to quickly build industry vertical solutions. The accelerators extend Common Data Model to include new entities to support a data schema for concepts within specific industries. This release wave includes enhancements to the following industry accelerators: nonprofit, education, financial services, media and communications, healthcare, manufacturing, and automotive. NOTE As of November 2020, Common Data Service has been renamed as Microsoft Dataverse. Learn more.

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Key dates for the 2020 release wave 2 This release plan describes functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). Here are the key dates for the 2020 release wave 2.

Milestone Date Description

Release plans available July 8, 2020 Learn about the new capabilities coming in the 2020 release wave 2 (October 2020 – March 2021) across Dynamics 365 and Microsoft Power Platform.

Release plans available in July 23, 2020 The Dynamics 365 and Microsoft Power Platform 11 additional languages release plans published in Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish.

Early access available August 3, 2020 Test and validate new features and capabilities that will be a part of the 2020 release wave 2, coming in October, before they get enabled automatically for your end users. You can view the Dynamics 365 2020 release wave 2 early access features now.

General availability October 1, 2020 Production deployment for the 2020 release wave 2 begins. Regional deployments will start on October 2, 2020.

Just like the previous release waves, we continue to call out how each feature will be enabled in your environment: • Users, automatically – These features include changes to the user experience for users and are enabled automatically. • Admins, makers, or analysts, automatically – These features are meant to be used by administrators, makers, or business analysts and are enabled automatically. • Users by admins, makers, or analysts – These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users. You can get ready with confidence knowing which features will be enabled automatically. We’ve done this work to help you—our partners, customers, and users—drive the digital transformation of your business on your terms. We’re looking forward to engaging with you as you put these new services and capabilities to work, and we’re eager to hear your feedback as you dig into the 2020 release wave 2.

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Let us know your thoughts. Share your feedback in the Dynamics 365 community forums. We will use your feedback to make improvements.

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Change history This topic is updated when a feature's release date changes or when a feature is added or removed. You can see the full topic in the Dynamics 365 change history online.

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2020 release wave 2 features available for early access This topic lists the features that can be enabled for testing in your environment beginning August 3, 2020. Features from the following apps are available as part of early access: • Dynamics 365 Marketing • Dynamics 365 Sales • Dynamics 365 Customer Service • Dynamics 365 Field Service • Dynamics 365 Finance • Dynamics 365 Supply Chain Management • Finance and Operations cross-app capabilities • Dynamics 365 Human Resources • Dynamics 365 Commerce • Dynamics 365 Business Central The features from these apps update the existing user experiences. You can opt in early to enable these features in your environment. This will allow you to test these features and then adopt them across your environments. For information on how to enable these features, see Opt in to 2020 release wave 2 updates. IMPORTANT If you are using Unified Interface or Power Automate, there might be early access features that could impact your users. For Microsoft Power Platform early access features, see 2020 release wave 2 features available for early access.

Dynamics 365 Marketing For a complete list of the Dynamics 365 Marketing features, see What's new and planned for Dynamics 365 Marketing.

Feature Enabled for Early access General availability

Build customer journeys more Users, Sep 1, 2020 Oct 1, 2020 efficiently using the new canvas automatically experience

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Feature Enabled for Early access General availability

Create and manage content-rich Users, Aug 3, 2020 Oct 1, 2020 social media posts and easily automatically monitor performance

Create engaging, customized emails Users, Aug 1, 2020 Oct 1, 2020 faster automatically

Dynamics 365 Sales For a complete list of the Dynamics 365 Sales features, see What's new and planned for Dynamics 365 Sales.

Feature Enabled for Early access General availability

Be more productive with new Users, Aug 3, 2020 Oct 1, 2020 capabilities for the enhanced email automatically experience

Enterprise-grade, fully customizable Users, Aug 3, 2020 Oct 23, 2020 forecast automatically

Simplify your document workflows Users, Aug 3, 2020 Oct 1, 2020 with enhanced PDF capabilities automatically

Usability improvements to Users, Aug 3, 2020 Oct 23, 2020 streamline the user experience automatically

Dynamics 365 Customer Service For a complete list of the Dynamics 365 Customer Service features, see What's new and planned for Dynamics 365 Customer Service.

Feature Enabled for Early access General availability

Enable silent, seamless migration Users, Aug 3, 2020 Oct 1, 2020 from legacy to Unified Interface automatically service scheduling experience

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Feature Enabled for Early access General availability

Enhanced knowledge articles Users, Aug 3, 2020 Oct 1, 2020 editing and view experience automatically

Familiar, modern email template Users, Aug 3, 2020 Oct 1, 2020 experience for agents and automatically administrators

Insert knowledge articles into an Users, Aug 3, 2020 Oct 1, 2020 email automatically

Intuitive email file attachment Users, Aug 3, 2020 Oct 1, 2020 experience for agents automatically

Main form dialog editing experience Users, Aug 3, 2020 Oct 1, 2020 for queue item automatically

New forms and dashboards for Users, Aug 3, 2020 Oct 1, 2020 Customer Service automatically

Usability enhancements for timeline Users, Aug 3, 2020 Oct 1, 2020 automatically

Dynamics 365 Field Service For a complete list of the Dynamics 365 Field Service features, see What's new and planned for Dynamics 365 Field Service.

Feature Enabled for Early access General availability

Asset hierarchy and location on work Users, Aug 3, 2020 Oct 2, 2020 order enhancements automatically

Calendar view for booking work Users, Aug 3, 2020 Oct 2, 2020 orders automatically

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Feature Enabled for Early access General availability

Connected Field Service on Users, Aug 3, 2020 Oct 2, 2020 Dynamics 365 Field Service mobile automatically app

Dashboard for key field service Users, Aug 3, 2020 Oct 1, 2020 metrics automatically

Dynamics 365 Field Service mobile Users, Aug 3, 2020 Nov 2, 2020 app updates for field technician automatically efficiency

Enhanced work hours calendar for Users, Aug 3, 2020 Oct 1, 2020 requirements automatically

Field Service inspections Users, Aug 3, 2020 Oct 1, 2020 automatically

Technician time tracking on Users, Aug 3, 2020 Oct 1, 2020 Dynamics 365 Field Service mobile automatically app

Travel outside of working hours Users, Aug 1, 2020 Oct 1, 2020 automatically

Usability improvement Field Service Users, Aug 3, 2020 Oct 13, 2020 subgrids as a dialog automatically

Usability improvements for the field Users, Aug 3, 2020 Oct 1, 2020 technician booking form automatically

Work order metrics Users, Aug 3, 2020 Oct 1, 2020 automatically

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Dynamics 365 Finance For a complete list of the Dynamics 365 Finance features, see What's new and planned for Dynamics 365 Finance.

Feature Enabled for Early access General availability

Barcode generation data source for Admins, makers, Aug 3, 2020 Oct 1, 2020 configurable business documents marketers, or analysts, automatically

Configurable business documents Users by admins, Apr 3, 2020 Oct 1, 2020 conversion to PDF makers, or analysts

Configurable business documents Users by admins, Apr 3, 2020 Oct 1, 2020 direct printing makers, or analysts

Country/region expansion – Bahrain Users, Aug 3, 2020 Oct 6, 2020 automatically

Country/region expansion – Hong Users, Aug 3, 2020 Oct 1, 2020 Kong SAR automatically

Country/region expansion – Kuwait Users, Aug 3, 2020 Oct 1, 2020 automatically

Country/region expansion – Oman Users, Aug 3, 2020 Oct 1, 2020 automatically

Country/region expansion – Qatar Users, Aug 3, 2020 Oct 6, 2020 automatically

Electronic reporting – Legal entity- Admins, makers, Aug 3, 2020 Oct 1, 2020 specific parameters enhancements marketers, or analysts, automatically

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Dynamics 365 Supply Chain Management For a complete list of the Dynamics 365 Supply Chain Management features, see What's new and planned for Dynamics 365 Supply Chain Management.

Feature Enabled for Early access General availability

Confirm outbound shipments from Users by admins, Aug 3, 2020 Oct 1, 2020 batch jobs makers, or analysts

Enter serial numbers while reporting Users by admins, Aug 3, 2020 Oct 1, 2020 as finished from the job card device makers, or analysts

New inventory dimensions for Users by admins, Aug 3, 2020 Oct 1, 2020 product version tracking and makers, or analysts enhanced extensibility

Order-committed reservation based Users by admins, Aug 3, 2020 Oct 1, 2020 on license plates makers, or analysts

Planning Optimization support for Users by admins, Apr 3, 2020 Oct 1, 2020 materials requirements planning makers, or analysts (MRP)

Warehouse management outbound Users by admins, Aug 3, 2020 Oct 1, 2020 workload visualization makers, or analysts

Warehouse mobile applications work Users by admins, Aug 3, 2020 Oct 1, 2020 pick line overview makers, or analysts

Work policy enhancements for Users by admins, Aug 3, 2020 Oct 1, 2020 inbound work makers, or analysts

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Finance and Operations cross-app capabilities For a complete list of the Finance and Operations cross-app capabilities features, see What's new and planned for Finance and Operations cross-app capabilities.

Feature Enabled for Early access General availability

New grid control – general Users by admins, Aug 3, 2020 Oct 2, 2020 availability makers, or analysts

New task recorder capabilities Users by admins, Aug 3, 2020 Oct 2, 2020 makers, or analysts

Saved views – general availability Users by admins, Aug 3, 2020 Oct 2, 2020 makers, or analysts

Upgrade three jQuery components Users by admins, Aug 3, 2020 Oct 2, 2020 libraries makers, or analysts

Dynamics 365 Human Resources For a complete list of the Dynamics 365 Human Resources features, see What's new and planned for Dynamics 365 Human Resources.

Feature Enabled for Early access General availability

Employee leave and absence Users by admins, May 18, 2020 Feb 22, 2021 experience in Microsoft Teams makers, or analysts

Dynamics 365 Commerce For a complete list of the Dynamics 365 Commerce features, see What's new and planned for Dynamics 365 Commerce.

Feature Enabled for Early access General availability

Abandoned cart capabilities for e- Users by admins, Aug 3, 2020 Oct 5, 2020 commerce makers, or analysts

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Feature Enabled for Early access General availability

Consistency in payments Users by admins, Aug 3, 2020 Oct 2, 2020 management across retail channels makers, or analysts

Extensibility to support incremental Users by admins, Aug 3, 2020 Oct 1, 2020 capture during back office invoicing makers, or analysts

Review function in POS inventory Users by admins, Aug 3, 2020 Oct 2, 2020 operations makers, or analysts

Site builder WYSIWYG improvements Admins, makers, Aug 3, 2020 Oct 2, 2020 marketers, or analysts, automatically

Dynamics 365 Business Central For a complete list of the Dynamics 365 Business Central features, see What's new and planned for Dynamics 365 Business Central.

Feature Enabled for Early access General availability

Auto-resolve Microsoft Dataverse Users, Aug 3, 2020 Oct 1, 2020 conflicts automatically

Changes to the action bar in lookup Users by admins, Jul 31, 2020 Oct 1, 2020 dialog boxes makers, or analysts

Check financial journals in Users by admins, Aug 3, 2020 Oct 1, 2020 background makers, or analysts

Code documentation comments Admins, makers, Aug 1, 2020 Oct 1, 2020 marketers, or analysts, automatically

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Feature Enabled for Early access General availability

Code region compiler directive Admins, makers, Aug 1, 2020 Oct 1, 2020 marketers, or analysts, automatically

Consolidation file format support for Users, Aug 1, 2020 Oct 1, 2020 Dynamics 365 Finance automatically

Database access intent changed to Users, Aug 3, 2020 Oct 1, 2020 read-only for frequently used reports automatically

Default unit cost for non-inventory Users, May 1, 2020 Oct 1, 2020 items automatically

Delete extension data Admins, makers, Aug 1, 2020 Oct 1, 2020 marketers, or analysts, automatically

Deprecation of the legacy Dynamics Users, Aug 3, 2020 Oct 1, 2020 NAV Help Server component automatically

Enhanced email capabilities Users by admins, Aug 3, 2020 Nov 11, 2020 makers, or analysts

Improved accessibility for low-vision Users, Jul 31, 2020 Oct 1, 2020 users automatically

Improved control over how and Users, Aug 3, 2020 Oct 1, 2020 when you post WIP entries for jobs automatically to the general ledger

Integrate Business Central and Users, Aug 3, 2020 Oct 1, 2020 Microsoft Dataverse with fewer automatically synchronization conflicts

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Feature Enabled for Early access General availability

Manage irreversible features Admins, makers, Jun 10, 2020 Oct 1, 2020 marketers, or analysts, automatically

Notify users of high-risk changes in Users by admins, Aug 3, 2020 Nov 3, 2020 selected setup fields makers, or analysts

Obsolete implicit and explicit use of Admins, makers, Aug 1, 2020 Oct 1, 2020 'with' marketers, or analysts, automatically

Page Inspector supports temporary Users, Jul 31, 2020 Oct 1, 2020 tables automatically

Pages with FactBoxes are more Users, Jul 31, 2020 Oct 1, 2020 responsive automatically

Speed up low-level code calculations Users by admins, Aug 3, 2020 Oct 1, 2020 makers, or analysts

Support for latest Microsoft Users, Aug 3, 2020 Oct 1, 2020 Dynamics 365 SDK automatically

Suppress AL warnings Admins, makers, Aug 1, 2020 Oct 1, 2020 marketers, or analysts, automatically

Track packages from more types of Users, May 1, 2020 Oct 1, 2020 sales documents automatically

Updates to page styling Users, Jul 28, 2020 Oct 1, 2020 automatically

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Feature Enabled for Early access General availability

Write longer item references Users by admins, Aug 3, 2020 Oct 1, 2020 makers, or analysts

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Marketing Overview of Dynamics 365 Marketing 2020 release wave 2 Dynamics 365 Marketing is for marketers and any business users looking to use automation to deepen relationships with customers at scale. Building customer relationships using digital channels is becoming even more important to companies as they compete for customer loyalty and mindshare in this challenging and rapidly evolving environment. Our vision is to leverage data and AI to enable teams inside and outside of marketing departments to deliver the right content through the right channel, at the right time, individualized for the customer across the entire customer journey. With a 360-degree view of the customer that includes real-time transactional and observed data from every device, the future of marketing is moment-based and self-optimizing across channels, content, and real-time contexts such as location, time, weather, and customer action. Combined with intelligence, experience automation is changing into two-way conversations and deeper relationships through an end-to-end customer experience across all of marketing, sales, service, and commerce. In response to the increased demand for digital channels, we are investing in: • Microsoft Teams integration for virtual events. • Improved social posting and analytics. We are committed to being the benchmark for ease and usability and are delivering on that commitment through: • A revamped customer journey designer experience. • The ability to use natural language to create segments. We are building the best integration with our Customer Insights Customer Data Platform for a 360-degree view of the customers and in this release, we will deliver continuously updating, multidata source segments from Customer Insights in your customer journeys.

What's new and planned for Dynamics 365 Marketing This topic lists features that are planned to release from October 2020 through March 2021. Because this topic lists features that may not have released yet, delivery timelines may change and projected functionality may not be released. For more information, go to Microsoft policy. In the General availability column, the feature will be delivered within the month listed. The delivery date can be any day within that month. Released features show the full date, including the date of release.

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This check mark ( ) shows which features have been released for public preview or early access and for public preview, early access, and general availability.

Feature Enabled for Public Early access* General preview availability

Use natural language to Users by admins, Oct 1, 2020 - - create targeted segments makers, or analysts

In-place editing of email and Admins, makers, - - Oct 1, 2020 forms marketers, or analysts, automatically

Create engaging, customized Users, automatically - Aug 1, Oct 1, 2020 emails faster 2020

Create and manage content- Users, automatically - Aug 3, Oct 1, 2020 rich social media posts and 2020 easily monitor performance

Build customer journeys Users, automatically - Sep 1, Oct 1, 2020 more efficiently using the 2020 new canvas experience

Run webinars and meetings Users by admins, Aug 3, 2020 - Oct 5, 2020 using direct integration with makers, or analysts Microsoft Teams

Collect data from form Users by admins, - Sep 1, Oct 5, 2020 submissions more easily with makers, or analysts 2020 expanded entity options

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• Admins, makers, marketers, or analysts, automatically: These features are meant to be used by administrators, makers, marketers, or business analysts and are enabled automatically. • Users by admins, makers, or analysts: These features must be enabled or configured by the administrators, makers, or business analysts to be available for their users. For a list of the countries or regions where Dynamics 365 business applications are available, go to the International availability guide. For more information about geographic areas and datacenters (regions), go to the Dynamics 365 and Microsoft Power Platform availability page.

Use natural language to create targeted segments

Enabled for Public preview Early access General availability

Users by admins, makers, or analysts Oct 1, 2020 - -

Business value You can now use natural language sentences to build or view segments in Dynamics 365 Marketing. Use simple words to specify the attributes and logic for the segment you want to target so you can reach the exact audience you are looking for. For example, using natural language, you can create a segment of “customers who live in the US but not Florida, and work in retail.”

Feature details Natural language queries enable the following: • When creating a complex segment that includes contact attributes and interactions or behaviors, use natural language to target the right audience in a campaign without complex syntax. • When looking at a segment created by another user (or imported from an external tool), understand the logic of the segment in natural language to decide whether it meets the target profile for a campaign. • When using a segment template to create a segment, fill in the template using natural language instead of spending time parsing the segment logic.

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Leverage natural language to create and consume segments

Geographic areas This feature will be released into the following Microsoft Azure geographic areas: • United States • Europe • United Kingdom

See also Preview: Natural language use in segments (docs)

In-place editing of email and forms

Enabled for Public Early General preview access availability

Admins, makers, marketers, or analysts, - - Oct 1, 2020 automatically

Business value Marketers no longer have to navigate away from a customer journey to an email, page, form, or segment record to create or update content. In-place editing simplifies creating and

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managing journeys, allowing you to create and edit underlying elements within the context of the journey itself.

Feature details • Simplified content editing and creation: Navigate to a journey, create the relevant flow, select a tile, and create or edit the content directly from the customer journey. • Full editing and creation capabilities: All the capabilities of the email, page, form, and segment designers are preserved when accessed from the customer journey. • Edit and create marketing forms within events: You can now create or edit event- related marketing forms from the event itself.

Email editor opened within the customer journey context