Microsoft Dynamics 365 Sales - version 9.0.25112.10001

An (*) at the end of a fix statement denotes that this repair item was incorporated into multiple service update releases.

Please click here to view the list of features and functionalities included in this year's release wave.

Service Update 212 resolves the following issues:

New/Enhanced Functionality

• Added SMS providers to enhance communication capabilities in the Sales Accelerator Workspace.
• Enabled creating sequences with SMS steps, improving communication flexibility and data reliability.
• Enabled sending SMS from Sales Accelerator Workspace for reliable, multi‑channel outreach.
• Improved CRM functionality by removing owner ID in research result entity and introducing parent‑child relationships (clearer data modeling, fewer access issues).
• Saved custom research insight configuration in agent config to support enhanced localization.
• Added API to verify prerequisite status for features in Sales Generative AI Deal Close Agent (smoother feature activation).
• Improved AI prompt for generating value propositions and outreach email templates (higher‑quality suggestions).
• Improved AI prompt alignment for generating clear, guided messages.
• Added AI‑generated disclaimers and feedback controls for transparency in AI usage.
• Extended SQA handover to support attribute matching in Assignment Engine V2 for more accurate lead/record routing.
• Fixed security issues in CRM.Client.LeadResearch to enhance system safety for end users.
• Removed outdated CES triggers to improve performance and reduce noise.
• Enhanced solution import control using FCS similar to DCA, providing more stable feature rollout.
• Fixed InlineReferences bug improving reliability in core services that users depend on.
• Released version 10.4, ensuring stability and readiness of new customer‑facing features.
• Aligned guided prompt messages with design specifications for clearer user comprehension.
• Created feature flags for MCAPS Phase 2 UI updates, enabling progressive UI improvements.
• Updated competitor UI design for DCA to improve accessibility and clarity.
• Made "Add KS" button always visible for more intuitive knowledge source configuration.
• Fixed server configuration issues in competitor research API for dependable insights.
• Improved consent flow for salesperson users, reducing access friction.
• Updated MCS connector for improved email validation accuracy.
• Added existence check in Draft Outreach Email tool to prevent user‑facing errors.
• Improved Prerequisites screen for better customer understanding before feature activation.
• Added MDL workspace and FCS for sales agents improving evaluation and insight capabilities.
• Workflow activation added for new cleanup flow, improving workspace performance.
• Added error panel for COT to aid user troubleshooting.
• Migrated Email Copilot to new endpoint for improved email generation reliability.
• Updated rubrics for competitor insights, improving guidance and decision support.
• Added FCS for COT to enhance sales efficiency.
• Improved UI clarity and accessibility across various surfaces.
• Enhanced competitor research and outreach email personalization for more relevant insights.
• Enhanced system reliability and user experience through multiple stability and consistency improvements.

Repaired Functionality

• Resolved error in phone call sequence activity in work queue for smoother workflow.
• Ensured color contrast meets accessibility standards.
• Fixed quick campaign customization and content truncation issues.
• Improved account news content filtering reliability.
• Enhanced performance of ModernSA feature.
• Enabled automatic follow-up emails for DV record creation.
• Fixed retry iteration count bug in configuration topics.
• Corrected prediction status display errors.
• Restricted 'In Progress' banner visibility to opportunity owners.
• Corrected messages in DCA Setup Orchestrator.
• Resolved critical security bug in .NET SDK.
• Fixed truncation of Update and Cancel buttons.
• Improved screen reader announcements for error messages.
• Made 'Learn more' links distinguishable without relying on color.
• Ensured unique identifiers for 'remove' buttons.
• Fixed UI inconsistencies with scroll bars.
• Corrected AI Prompts completion status display.
• Migrated network isolation in pipelines for security.
• Assigned correct ownership in research result records.
• Fixed screen reader focus and heading structure issues.
• Ensured consistent pre-requisite notifications.
• Added discernible text to buttons for accessibility.
• Fixed intent detection in Orchestrator.
• Improved MSX onboarding stability.
• Fixed focus loss after activating 'Create Custom Research'.
• Corrected messaging when no knowledge source is added.
• Handled AggregateQueryRecordLimit exceeded error.
• Fixed styling issues in product dialog.
• Enhanced CRM.Client.LeadResearch stability and compatibility.
• Fixed Hand Off Criteria default error state.
• Improved screen reader focus on competitor research page.
• Corrected 'Quick setup' visibility.
• Fixed wrong options in Email Validation flow.
• Resolved mapping issues for opportunity IDs.
• Improved icon visibility in certain themes.
• Made summary visible immediately after task completion.
• Fixed content shifting due to scroll bar.
• Corrected FetchXML filter criteria for Link Entities.
• Aligned Deal Close Agent interface with design specifications.
• Fixed ownership tracking in M365 watermark.
• Disabled unintended feature activation for stability.
• Ensured visibility of related records with empty optional fields.
• Prevented unwanted email processing.
• Managed data cleanup after workflow activation failures.
• Ensured reliable data retrieval in MeetingPrep.
• Improved query routing accuracy.
• Directed users to configuration page after chat exit.
• Enabled viewing of owner update summaries during ongoing research.
• Set default Supervisorflags to true.
• Added detailed DLP policy information in error messages.
• Fixed revenue data issues in Opportunity Summary.
• Improved compatibility with latest Copilot Solutions.
• Fixed incorrect profile returns in SQA Orchestrator.
• Corrected agent name display when 'engage' is selected.
• Prevented email filter display regression.
• Disabled customization for AI models and topics for consistency.
• Streamlined configuration process by removing unnecessary prerequisites.
• Ensured accurate citation display in Generative AI module.
• Fixed ownership update failures for old research records.
• Enabled personalized banner text in App Copilot and PVA Integration.
• Removed duplicated agent processing state records.
• Optimized feature status checks for performance.
• Fixed products dropdown issue.
• Relaxed query checks for account research results.
• Prevented repetitive auto-reply email processing.
• Enhanced reliability of online evaluations.
• Fixed logic and logging in Deal Close Agent.
• Updated playbook content for improved response accuracy.
• Ensured consistent banner visibility when agent is disabled.
• Added error notifications for MCS failures.
• Fixed outreach mail generation errors due to privilege issues.
• Prevented duplicate outreach emails.

Accessibility Repaired Functionality

• Ensured color contrast meets WCAG 2 AA minimum thresholds for improved readability.
• Fixed truncation of Update and Cancel buttons for better visibility.
• Improved screen reader announcements for required‑field error messages.
• Made 'Learn more' links distinguishable without relying solely on color.
• Added discernible text to interactive buttons for improved accessibility.
• Improved screen reader focus on the competitor research page.
• Fixed focus loss after activating the Create Custom Research button.
• Ensured error messages are properly announced by screen readers.
• Improved accessibility of interactive controls to prevent keyboard focus problems.
• Provided unique identifiers for all "remove" buttons (improves assistive tech reliability).
• Fixed UI inconsistencies with multiple scroll bars to ensure smoother navigation.
• Fixed screen reader focus and heading structure issues in research insights.

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