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One key improvement allows Dynamics 365 users to integrate customer data from Microsoft Dataverse and OneLake into Customer Insights. By consolidating customer information within a unified platform, businesses can access real-time data analysis, reducing the time required to generate actionable insights.  

Additionally, the use of Data Lake storage improves data governance and offers expanded options for data handling, making it easier for organizations to manage and leverage customer information effectively. 

Microsoft also unveiled updates to Customer Insights - Journeys, introducing AI capabilities to refine marketing workflows. Marketers can now design end-to-end journeys that connect customer interactions across departments, enabling personalized, timely outreach that aligns with individual customer needs.  

The new Copilot feature within Journeys further simplifies complex campaign management, allowing marketing teams to leverage AI for customized messaging and improved customer engagement. 

To make the most of these updates, organizations should begin exploring data integrations with OneLake and Dataverse to strengthen customer insights.  

Additionally, businesses are encouraged to participate in training sessions to familiarize their teams with the new features, enabling more effective use of AI-driven marketing workflows. By adopting these tools, you can build stronger customer relationships and enhance engagement across multiple channels, ensuring a competitive edge in today’s digital landscape. 

Aimed at streamlining collaboration between on-site technicians and remote experts, the update improves MR ink application on complex and irregular surfaces, allowing for precise visual guidance in real-time.  

The core of this enhancement lies in enabling seamless placement of annotations on uneven surfaces—a critical need in fieldwork scenarios. As organizations increasingly adopt mixed reality solutions for training, diagnostics, and support, this update is set to improve technicians' confidence and productivity.  

Additionally, Dynamics 365 Remote Assist is refining its overall performance across HoloLens 2, iOS, and Android, ensuring a more stable and user-friendly experience for all users. 

The release is scheduled for general availability in the upcoming release wave, promising a transformative impact on how remote assistance is managed through Teams mobile, reducing the need to juggle multiple applications for real-time collaboration. 

So, what’s the best next step for users? 

Organizations should monitor upcoming release announcements, engage in training sessions once the update is live, and consider providing feedback on their experiences. 

This input will be invaluable for Microsoft’s continued enhancement of Remote Assist, further benefiting frontline workers and improving collaborative outcomes across various sectors. 

A highlight of this release is the natural language Copilot, which allows sales reps to generate summaries and actionable insights effortlessly from CRM data. This innovation simplifies data navigation, making it easier to identify key customer needs and improve productivity.  

Additionally, the enhanced full-screen Copilot Home interface provides a curated, role-specific view, ensuring that sales teams can quickly find the information they need to optimize outreach and close deals faster. 

The integration of AI-driven insights continues to deepen, with Microsoft Copilot for Sales advancing generative AI capabilities. This upgrade helps sales reps to discover high-quality leads through Microsoft 365 integration, presenting them with tools tailored to their specific workflows. 

To harness the full potential of these new capabilities, sales teams are encouraged to explore the latest tools, engage in targeted training, and provide feedback on these features.  

As of July 2024, new customers were no longer able to purchase Power BI Premium per capacity. With Fabric, Microsoft is helping customers align with future cloud and data infrastructure needs. For those preparing for the transition, Microsoft provides comprehensive support, including FAQs and Fabric capacity pricing options to assist with the migration process. 

The shift to Fabric capacity promises several advantages. Fabric capacity includes Microsoft Azure Consumption Commitment (MACC) eligibility, pay-as-you-go billing options, and smaller SKU sizes that allow organizations to scale dynamically. Additionally, Fabric users gain access to exclusive Azure features, such as trusted workspace access for OneLake shortcuts and Managed Private Endpoints for Spark—capabilities unavailable to Power BI Premium per capacity customers. 

Migration to Fabric is straightforward; users can reassign Power BI workspaces directly to Fabric, with an available 90-day migration window post-subscription to complete the transition without data loss. 

For current customers, Microsoft advises viewing the Power BI Premium FAQ and exploring the Fabric pricing page for guidance on adapting to this change. 

The agents are supported by Microsoft’s foundational “Copilot” solutions. Copilot serves as the interface for both autonomous and human-in-the-loop operations. Moreover, Copilot Studio will soon allow businesses to tailor agents to specific organizational needs, and Copilot Devices enable scalable AI with hybrid cloud-edge support for broader deployment.  

Notable agents include the Sales Qualification Agent, which prioritizes leads and suggests tailored outreach, and the Customer Intent Agent, which, when paired with the Knowledge Management Agent, can streamline customer support interactions. 

ERP-focused agents, such as the Supplier Communications Agent, autonomously track supplier performance, detect potential delays, and respond in real time, adding value in critical areas like supply chain management. 

Businesses ready to explore how these autonomous agents can enhance their processes can start by assessing their current Dynamics 365 environment and exploring the range of agents available. Contact your Microsoft  Dynamics 365 service provider to learn more about implementing these AI tools and transforming your digital infrastructure.