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Microsoft 365 Roadmap - Get the Latest Updates

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Microsoft 365 Roadmap - Get the Latest Updates 10h Microsoft OneDrive is introducing presentation mode in the OneDrive iOS app for users on iPad devices. Users select a new Presentation button in the PDF viewer to enter a focused, view-only experience that prevents free gesture scrolling between pages, reducing accidental page changes while presenting without moving the file to another app. The feature is not available on iPhone.

OneDrive: Presentation mode for PDFs in the iOS app on iPad

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Microsoft 365 Roadmap - Get the Latest Updates 10h SharePoint administrators can use the Inactive files policy in SharePoint Advanced Management to automatically archive files based on when they were last accessed. The public preview is available through PowerShell only. Admins can set an inactivity threshold from 6 to 48 months, scope policies to all SharePoint sites or selected sites, include or exclude file types and sites, and use What-If mode to review impact before activation. Eligible files move to the Microsoft 365 Archive cold-storage tier while remaining in place and retaining their metadata, permissions, compliance, and searchability. Microsoft 365 Archive and pay-as-you-go billing must be enabled.

SharePoint: Advanced Management - Inactive files policy

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Microsoft 365 Roadmap - Get the Latest Updates 3d Commercial Journeys helps information workers stay on top of their most important work when browsing in Microsoft Edge. Powered by AI, it proactively surfaces unfinished, new, and recurring tasks on the Copilot new tab page- with context-rich cards that explain why each task matters now. One click opens a guided execution flow that delivers ready-to-use outputs (emails, documents, presentations, and more), so users can complete their unfinished work faster with higher quality. This feature will be available to users with a Microsoft 365 Copilot Premium license in Edge.

Microsoft Edge: Commercial Journeys - AI-powered task completion for Microsoft 365 Copilot users

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Microsoft 365 Roadmap - Get the Latest Updates 3d Business Skills are natural language instructions authored and stored in Microsoft Dataverse that teach Sales Agent how work gets done within a specific organization. Business Skills enable organizations to create natural language instructions for Sales Agent to follow, which represent their business processes, policies, and business knowledge. Business skills can represent common sales workflows such as lead qualification, pipeline reviews, account planning, opportunity scoring, account brief creation, or organization-specific sales methodologies. Sales Agent uses the instructions in Business Skills to deliver responses that align with the customer's business processes and guidance.

Microsoft Copilot (Microsoft 365): Use Dataverse Business Skills in Sales Agent

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Microsoft 365 Roadmap - Get the Latest Updates 3d Users will be able to access models that require usage-based billing (UBB) from the model selector in Chat. Tenant admins will need to allocate credits so that users can interact with these models. If users consume their allotted credits, they will be able to request credits from their tenant admins.

Microsoft Copilot (Microsoft 365): Chat: Access to UBB models via the model selector

Microsoft 365 Roadmap - Get the Latest Updates 3d This release expands the optimization capabilities of the Scheduling Operations Agent to include the ability to create recurring optimizations on a schedule. The agent considers the availability of the resources, their current schedules, and unscheduled requirements. It suggests a schedule that honors configured constraints and optimizes it according to the selected goal. The agent automatically runs optimizations and applies the results on the configured schedule.

Dynamics 365 Field Service: Automate optimizations with Scheduling Operations Agent

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Microsoft 365 Roadmap - Get the Latest Updates 3d Extends the modern, refreshed look to embedded app experiences so model-driven app content retains consistent Fluent styling and interaction patterns when it appears inside another host. This was previously enabled for the monthly channel with the 2602.1 release and is now being enabled for the semiannual channel with the 2609.3 release.

Power Apps: Modern, refreshed look for embedded model-driven apps

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Microsoft 365 Roadmap - Get the Latest Updates 3d Impersonation Protection for Teams meetings helps users identify potentially deceptive participants and meeting organizers. When Teams detects a potential impersonation attempt, it surfaces warnings and risk indicators to help users recognize suspicious identities and make more informed decisions when joining or participating in a meeting.

Microsoft Teams: Impersonation Protection for Teams meetings

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Microsoft 365 Roadmap - Get the Latest Updates 3d Organizations can enhance meeting security with synthetic audio and video (deepfake) detection solutions provided by certified third-party providers. Third-party detection solutions analyze meeting media for signs of synthetic or manipulated audio and video and send detection signals to Teams, enabling integrated in-meeting experiences and controls. Important

Microsoft Teams: Third-party synthetic audio and video (deepfake) detection in Microsoft Teams

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Microsoft 365 Roadmap - Get the Latest Updates 3d Help people get started faster by automatically connecting new team members to relevant channels when they join a team. Improve engagement, accelerate onboarding, and make it easier to discover important information from day one.

Microsoft Teams: Onboarding workflow for new team members

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Microsoft 365 Roadmap - Get the Latest Updates 4d B2B users, including internal guest users and external users, will be able to register and sign in with passkeys issued by a resource tenant to meet that tenant's multifactor authentication (MFA) requirements. Today, passkeys are supported for member users in their home tenant. With this update, B2B users can register a resource tenant passkey from the resource tenant's My Security Info page, or in-line during a proof-up prompt or passkey registration campaign, and then use it to satisfy the resource tenant's MFA requirements. This change is on by default. B2B users already in scope for passkeys in your Authentication methods policy will be enabled automatically. No action is required to turn it on. If you want to review or adjust who's affected, update your Authentication methods policy, passkey registration campaign, Conditional Access policies, and user scoping before rollout.

Microsoft Entra ID: Passkey support for B2B users

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Microsoft 365 Roadmap - Get the Latest Updates 4d Keep collaboration moving without disrupting the main discussion. Start and continue one-to-one or small-group conversations directly from a meeting to ask questions, coordinate next steps, share information, and collaborate in parallel while staying engaged in the conversation, reducing context switching and helping teams stay focused and productive.

Microsoft Teams: Start side conversations during meetings

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Microsoft 365 Roadmap - Get the Latest Updates 5d Incoming Teams calls don't wait for a break in your day. Intelligent call delegation provides AI-powered calling assistance so you can focus on the conversations that matter most. It answers calls and gathers context, helping you decide whether to pick up and engage the caller. It can also schedule follow-up appointments through an integration with Microsoft Bookings so you can reconnect with callers at a more convenient time.

Microsoft Teams: Intelligent call delegation

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Microsoft 365 Roadmap - Get the Latest Updates 5d Makers can now give their Copilot Studio agents their own accounts, making it a governed Microsoft 365 identity for shared, collaborative business processes that spans across teams. With its own mailbox, Teams presence & Office access, the agent can collaborate where work happens while admins can control and govern its access, policies and use as its own first-class entity.

Microsoft Copilot Studio: Persistent identity for Copilot Studio Agents

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Microsoft 365 Roadmap - Get the Latest Updates 5d Soon agents can help makers improve agents using lessons from completed runs. It will identify repeated tool sequences that can be handled by workflows to standardize agent behavior, minimize errors, and most importantly control costs. Makers will be presented with recommendations and supporting evidence, expected impact, and the related instruction and tool changes. Makers accept recommendations, configure, test, and publish a refined copy of the agent. This helps improve agent output quality and controls costs while preserving work that requires model judgment and keeping makers in control.

Microsoft Copilot Studio: Self-learning for Copilot Studio Agents

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Microsoft 365 Roadmap - Get the Latest Updates 5d Dynamics 365 ERP security administrators can apply additional, agent-specific security restrictions that take effect when a user accesses the ERP through an agent. Administrators define these restrictions using the existing security model — assigning roles, duties, and privileges that apply only to agent-initiated requests, scoped by legal entity — so that a user's agent session can operate with narrower permissions than the same user holds when working directly in the ERP.

Dynamics 365 Finance and Operations cross-app: Role-based access controls for ERP agents

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Microsoft 365 Roadmap - Get the Latest Updates 5d The updated Service application brings Dynamics 365 Customer Service context, actions, and guided workflows into supported Copilot experiences, including Chat, Cowork, Code, and Scout. Customer service teams can work with service information and take supported actions in the flow of work, reducing the need to switch to Dynamics 365.

Dynamics 365 Customer Service: Service tools, skills and plugins are now available for Cowork, Code and Scout

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Microsoft 365 Roadmap - Get the Latest Updates 5d OneDrive for the web is updating the placement of the Create or upload button to provide a more consistent file experience across OneDrive and SharePoint. The button will move from the left navigation pane to the right side of the page, bringing familiar navigation from SharePoint document libraries to OneDrive.

OneDrive: Updated placement of the Create or upload button for Web

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Microsoft 365 Roadmap - Get the Latest Updates 5d With this feature, users get an out-of-the-box solution for translation services, so they don't need to bring their own web resources. Service representatives get updated feature usage with more configurations. They can tailor their conversations more accurately based on their existing skills and preferences. The feature is transparent yet modernized with new settings, making conversations easier to consume in a language of the representative's choice.

Dynamics 365 Contact Center: Out of the box real time translation on digital channels

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Microsoft 365 Roadmap - Get the Latest Updates 5d Expense Agent now supports advanced mileage rate configuration based on both effective date ranges and vehicle types, enabling more flexible and accurate mileage reimbursement calculations. This enhancement combines mileage rate scheduling with support for differentiated vehicle categories. Key capabilities include additions on the Mileage Rate Setup page

Dynamics 365 Business Central: Expense Agent - Add date ranges and vehicle types in your mileage calculation

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Microsoft 365 Roadmap - Get the Latest Updates 5d Expense Agent can validate submitted expense reports against approval policies written in natural language and provide approvers with guidance during the review process. After an employee submits an expense report, the system evaluates both the overall report and the individual expense lines to detect potential policy violations, suspicious patterns, or situations that might require closer attention. This process supports policies that aren't limited to exact thresholds or fixed numeric conditions, such as when business class travel is allowed, what qualifies as an appropriate business meal, or when exceptions to preferred hotel standards might be acceptable. The result is additional review context that helps approvers make better-informed decisions without replacing the final human approval step.

Dynamics 365 Business Central: Expense Agent - AI-Driven Approvals

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Microsoft 365 Roadmap - Get the Latest Updates 5d This feature extends the E-Documents framework to support Electronic Data Interchange (EDI), which enables organizations to exchange business documents electronically with vendors and partners using widely adopted industry standards. Key capabilities include

Dynamics 365 Business Central: E-Documents - Exchange EDI documents

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Microsoft 365 Roadmap - Get the Latest Updates 5d This feature lets you define discount and fee percentages on a quotation or contract line. When a transaction is generated and approved, the system applies the discount or fee, updates actuals, and applies the amounts during invoicing. A discount reduces the line total, while a fee increases it. Quotation values carry over to contract lines.

Dynamics 365 Business Central: Apply line discounts and fees on contract lines

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