GM Dynamics & Agentic AI Consulting

2025 release wave 2 plans for Microsoft Dynamics 365, Microsoft Power Platform, and Role-based Microsoft Copilot offerings (A roadmap for new capabilities slated for release between October 2025 and March 2026).

Real-time User Journey: The AI Agent Partnership

The theme of this release is the transition from AI assistants to AI Agents that act as proactive partners. Here is a journey for a Sales Professional using these new features:

1. Proactive Research: An AI agent autonomously researches a new lead, gathering public company data and recent news, then creates a prioritized “To-do” item for the seller in Dynamics 365 Sales.
2. Strategic Engagement: As the seller opens the lead, Copilot delivers actionable insights and identifies “emergent deal risks” (e.g., a competitor’s recent activity) in the flow of work.
3. Autonomous Operations: While the seller focuses on the client relationship, a Supplier Communications Agent (in Supply Chain Management) automatically coordinates with vendors to ensure the inventory needed for the potential deal is available.
4. Closing the Deal: Copilot assists in drafting a personalized proposal based on the agent’s research. Once signed, the Finance Agent automatically initiates the reconciliation and analysis process to speed up the financial close.
5. Supervisor Oversight: The sales manager uses the new Agent Feed in Power Apps to supervise the work of these agents, ensuring quality and accuracy across the team’s automated tasks.

Step-by-Step: How to Enable These Features (Early Access)

Microsoft allows organizations to test these features before they hit production.

• Step 1: Check the Release Planner

Visit the Microsoft Release Planner (waverocket.microsoft.com) to create a personalized plan and see exactly when specific features will land in your region.

• Step 2: Access Non-Production Environment

Sign in to the Power Platform Admin Center. Identify a Sandbox or Trial environment for testing.

• Step 3: Enable Early Access (Starting August 4, 2025)

Navigate to Environments > [Your Environment] > Settings > Updates. Look for the “2025 release wave 2” card and select Update now.

• Step 4: Validate User Experience

Test the reimagined interfaces in Dynamics 365 Sales or the new Mobile Point-of-Sale in Commerce to ensure they align with your business processes.

• Step 5: Configure Autonomous Agents

Go to Microsoft Copilot Studio. Use the new simplified agent creation tools to build a “Team of Agents” that work together across Microsoft 365 and Dataverse.

• Step 6: Monitor in Automation Center

Use the new Automation Center in the Power Platform admin center to govern and observe the performance of your new AI agents.

Infographic: Release Wave 2 Highlights by Role

References

Synchronize service rep availability across platforms with Presence APIs

(Achieving a “Single Source of Truth” for agent availability across Dynamics 365, Microsoft Teams, and third-party applications).

Real-time User Journey

This journey illustrates how the Presence APIs eliminate the “Double Work” of managing status across multiple communication tools:

1. Unified Login: A service representative logs into the Dynamics 365 Contact Center.
2. Automatic Sync: The Presence API immediately detects the agent’s “Available” status in Dynamics 365 and automatically updates their Microsoft Teams status to “Available.”
3. External Trigger: The agent receives an urgent call on a third-party legacy desk phone system integrated via the API.
4. Real-time State Change: The Presence API detects the “Busy” state on the external phone and instantly switches the agent to “Busy – On a Call” in both Dynamics 365 and Teams.
5. Routing Protection: Because the status is synchronized, the Unified Routing engine sees the “Busy” state and stops routing new chats or cases to the agent, preventing them from being overwhelmed.
6. Shift Completion: When the agent’s shift ends in the Workforce Management module, the API pushes an “Offline” status to all connected platforms simultaneously.

Step-by-Step: How to Enable This Feature

The Presence APIs are part of the Microsoft Graph and Dynamics 365 developer toolkit. To enable synchronization, follow these steps:

• Step 1: Admin Center Configuration

Sign in to the Customer Service admin center. Navigate to Operations > Insights > Presence settings.

• Step 2: Enable Teams Presence Sync

Locate the setting for “Microsoft Teams presence synchronization” and toggle it to On. This enables the native link between the two Microsoft platforms.

• Step 3: Register Application for External Sync

To sync with 3rd party apps, go to the Azure Portal > App Registrations. Register your external application and grant it Presence.Read.All and Presence.ReadWrite.All permissions.

• Step 4: Configure API Endpoints

In your external application code, call the Dynamics 365 Presence APIs (GET and SET presence) to pull or push status updates.

• Step 5: Define Presence Mapping

In Dynamics 365, go to Presence States and ensure your custom statuses (e.g., “In a Meeting”) are mapped to the correct base statuses (e.g., “Busy”) so the API knows how to translate them across platforms.

• Step 6: Test Synchronization

Change your status in Microsoft Teams and verify that the change reflects in the Dynamics 365 agent dashboard within seconds.

Infographic: The Unified Presence Ecosystem

References