What's new and planned for finance and operations cross-app capabilities

This topic lists features that are planned to release from April 2026 through September 2026. 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 previous wave's release plans, go to 2025 release wave 2 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 and general availability.

Boost productivity with Copilot

Increase your productivity with Copilot, enabling AI operations and queries in natural language.

Feature Enabled for Public preview General availability
Extend Copilot in finance and operations apps with client actions Admins, makers, marketers, or analysts, automatically Apr 26, 2024 Apr 24, 2026
Use Copilot Cowork to orchestrate insights and actions across Dynamics 365 ERP Users by admins, makers, or analysts Jul 2026 -
Boost agent performance with optimal tool execution paths in Dynamics 365 ERP MCP Admins, makers, marketers, or analysts, automatically Jun 2026 Oct 2026
Improved data tools in Dynamics 365 ERP MCP server Admins, makers, marketers, or analysts, automatically - Apr 24, 2026
Enable agents to work with attachments through Dynamics 365 ERP MCP server Admins, makers, marketers, or analysts, automatically Apr 24, 2026 Jul 2026
Open records in Dynamics 365 ERP applications with deep links from copilot responses Admins, makers, marketers, or analysts, automatically May 22, 2026 Jul 2026

One Dynamics One Platform

Build finance and operations extensions in Power Platform.

Feature Enabled for Public preview General availability
Build custom scenarios with Archive Framework Users, automatically Apr 24, 2026 Jun 2026
Enable parallel processing for Archive long‑term retention job execution Users by admins, makers, or analysts Jul 2026 Dec 2026

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 information on data residency in Dynamics 365 and Power Platform, visit the Microsoft Dynamics 365 and Power Platform data residency documentation. For more information about geo availability, visit the Dynamics 365 and Microsoft Power Platform availability page.