What's new and planned for Dynamics 365 Customer Service
Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
This topic lists features that are planned to release from October 2023 through March 2024. 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.
For a list of the next wave's release plans, go to 2024 release wave 1 plan.
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.
This check mark (
) shows which features have been released for public preview or early access and for public preview, early access, and general availability.
Administrator experiences
An intuitive, modern administration experience is key to quickly setting up Dynamics 365 Customer Service and using its features.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Resolve issues with recommendations in activity monitor | Admins, makers, marketers, or analysts, automatically | - | - |
Oct 6, 2023 |
| Integrated health check of configurations | Admins, makers, marketers, or analysts, automatically | - | - |
Oct 31, 2023 |
Agent experiences
Enable agents to handle multiple interactions, switch between sessions without losing context, and use productivity tools to enhance workflows.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Use the enhanced attachment experience in emails | Users by admins, makers, or analysts | - | - |
Dec 1, 2023 |
| Forecast volume, agent demand for customer interactions | Users by admins, makers, or analysts | - | - |
Mar 4, 2024 |
| Compose emails using improved attachment experience | Users by admins, makers, or analysts | - | - |
Jan 5, 2024 |
| Minimize the communication panel | Users, automatically | - |
Jul 31, 2023 |
Oct 2, 2023 |
| Show records enabled for unified routing in inbox | Users by admins, makers, or analysts | - | - |
Jan 31, 2024 |
| Route work items based on external schedules | Users by admins, makers, or analysts |
Mar 4, 2024 |
- | - |
| Allow agents to view schedules created in third-party systems | Users by admins, makers, or analysts | - | - |
Oct 31, 2023 |
| New call control user interface with intuitive icons for voice channel | Users, automatically | - |
Jul 31, 2023 |
Oct 31, 2023 |
| Improved search control to manage subjects | Users, automatically | - |
Jul 31, 2023 |
Oct 2, 2023 |
| Show agents their live chats and voice calls in the inbox | Users by admins, makers, or analysts | - | - |
Oct 31, 2023 |
| Enhanced UI for emergency calling | Users, automatically | - | - |
Oct 30, 2023 |
| Use timeline quick filters to access your activities faster | Users by admins, makers, or analysts |
Oct 2, 2023 |
- |
Oct 9, 2023 |
| Pin and unpin records in timeline | Users, automatically | - |
Jul 31, 2023 |
Oct 2, 2023 |
| Find records in timeline with What you've missed | Users, automatically | - |
Jul 31, 2023 |
Oct 2, 2023 |
| Resize communication panel for channels | Users by admins, makers, or analysts | - | - |
Oct 31, 2023 |
Copilot and AI innovation
Copilot in Customer Service consists of various generative AI capabilities that expedite resolutions of customer issues and increase customer satisfaction.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Support Copilot features in additional languages, regions | Users by admins, makers, or analysts | - | - |
Dec 31, 2023 |
| View analytics for Copilot's impact on your business | Users by admins, makers, or analysts |
Jun 16, 2023 |
- |
Oct 20, 2023 |
| Configure custom attributes, notes for case summaries and emails | Users by admins, makers, or analysts | - | - |
Dec 8, 2023 |
| Copilot case and conversation summary default on | Users, automatically | - | - |
Jan 12, 2024 |
| Enhanced knowledge base for Copilot features | Admins, makers, marketers, or analysts, automatically | - | - |
Dec 8, 2023 |
| Discover knowledge content with Copilot | Users by admins, makers, or analysts |
May 20, 2023 |
- |
Oct 20, 2023 |
| Draft email replies with a click using Copilot | Users by admins, makers, or analysts |
May 20, 2023 |
- |
Oct 20, 2023 |
Omnichannel
Omnichannel engagement enables instant connectivity between agents and customers and gives supervisors real-time visibility into operational efficiency.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Enhanced security with OAuth 2.0 support in live chat | Users by admins, makers, or analysts | - | - |
Oct 20, 2023 |
| Improvements to the outbound dialing experience | Users by admins, makers, or analysts |
Oct 2, 2023 |
- |
Feb 29, 2024 |
| Enhanced dialing experience available out of the box | Users, automatically | - |
Oct 2, 2023 |
Feb 29, 2024 |
| Improve productivity by converting voicemail to case | Users, automatically | - |
Mar 4, 2024 |
- |
| Caller ID number support for outbound calls | Users by admins, makers, or analysts | - | - |
Oct 31, 2023 |
| Integrate third-party IVR with voice channel | Users by admins, makers, or analysts |
Jul 28, 2023 |
- |
Mar 29, 2024 |
Supervisor experiences
Enable supervisors to monitor and improve contact center operations.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| View skills and proficiency in Omnichannel real-time analytics reports | Users by admins, makers, or analysts | - | - |
Oct 31, 2023 |
| Real-time analytics enabled by default | Users, automatically | - | - |
Nov 17, 2023 |
Teams integration
Provide your agents with seamless integrations between Dynamics 365 and Microsoft Teams.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Collaborate using Teams embed chat without having to enable it | Users, automatically | - |
Jul 31, 2023 |
Oct 31, 2023 |
| Enhance customer engagement with Join a Teams call | Users by admins, makers, or analysts |
Oct 2, 2023 |
- | - |
Unified routing
Intelligent work item classification and omnichannel routing capabilities enable the flexibility and automation of AI-enabled workflows.
| Feature | Enabled for | Public preview | Early access* | General availability |
|---|---|---|---|---|
| Route calls to agents who are least active | Admins, makers, marketers, or analysts, automatically | - | - |
Oct 31, 2023 |
| Configure agent-specific capacity profiles | Admins, makers, marketers, or analysts, automatically | - | - |
Oct 23, 2023 |
| Use agent availability API for unauthenticated chats | Admins, makers, marketers, or analysts, automatically | - | - |
Oct 31, 2023 |
- You are able to opt into some features as part of early access on July 31, 2023, including all mandatory changes that affect users. To learn more, go to Early access FAQ.
Description of Enabled for column values:
Users, automatically: These features include changes to the user experience and are enabled automatically.
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.