Microsoft Dynamics 365 Sales - version 9.0.25123.10001

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 214 resolves the following issues:

New/Enhanced Functionality

• Deal Risk & Importance customization now functions correctly, improving user experience and reliability.
• Latest localization files integrated into OneCRM Sales, improving accuracy and usability across regions.
• Feature dashboard now shows number of leads instead of runs and fixes filtering for RE mode.
• Multi-lingual support added for competitor research and Sales Copilot features.
• Introduced new BOT for custom research to improve efficiency and decision-making.
• Added Read-Only mode for secure and consistent interface in OneCRM D365 Sales.
• Added support for priority ranking in MCAPS powered by Generative AI to improve task prioritization.
• Integrated custom API calls in Power Automate flows for enhanced automation.
• Added real-time office availability fetcher service in EmailCopilotV2 for improved scheduling.
• Enhanced suggested action texts post-phone call and post-email sending for better user guidance.
• Integrated telephony events into OneCRM D365 Sales to improve communication efficiency.
• Added support for refresh in Opportunity Research page for real-time data updates.
• Improved multilingual support for agent language code attribute and various AI synthesizer features.
• Enhanced UI components and dynamic menu rendering for better user experience.
• Improved AI-driven insights and skills configuration for better deal risk management.
• Enabled sellers to get insights and recommendations relevant to products associated with opportunities.
• Supported provisioning and publishing of new bots in existing agents for organizational efficiency.
• Added ML service client and response processor in EmailCopilotV2 to boost email automation.
• Created FCS controlled UI component for Custom Insights to improve decision-making.
• Enhanced readiness prompts for better clarity and relevance in qualification areas.
• Implemented automatic stop of email processing when user consent expires or is revoked to ensure compliance.
• Added lifecycle progress tracking in Deal Close Agent components.
• Added multi-language support for AccountResearch and CustomizationAgent features.
• Improved SalesOpportunityResearch API with custom research insights.
• Added new Account Research Summary Synthesizer for efficient sales opportunity summarization.
• Enhanced upload quota upload functionality for reliability.
• Improved bot schema validation and event value reception in Deal Close Agent.
• Enhanced accessibility and UI validation for new attributes.
• Enabled use of EE instead of EELite during agent enablement for better performance.
• Improved email management with new v2 endpoint request builder.
• Enhanced pipeline skill accuracy in Sales Copilot.
• Improved caching for sales acceleration features.
• Fixed invalid email UI tagging.
• Improved system performance and reliability with UI refinements and reduced redundancy.
• Added multi-lingual support for various AI and research features.
• Enhanced scheduling and business closure data reliability.
• Improved system security and stability with critical vulnerability fixes.
• Enhanced software stability and user experience by refining UI interactions and accessibility.

Repaired Functionality

• Fixed lookup logic in focused view search for improved CRM functionality.
• Corrected filtering and sorting issues in Sales Insights for admins.
• Resolved display issues with the "Record type" icon on work queue cards.
• Fixed agentic memory bank bug to prevent unexpected behavior during app updates.
• Resolved overlapping and truncation issues in hierarchy visualization controls.
• Added server‑side validation for Agent Profile activation (prevents user‑facing activation failures).
• Fixed various NVDA screen reader announcements for improved accessibility.
• Corrected color contrast ratios and keyboard focus order to meet accessibility standards.
• Fixed UI access issues for buttons and controls in Opportunity Score and Relationship Analytics.
• Resolved issues with email validity tagging and status‑update announcements.
• Improved caching for Sales Acceleration configuration status for more responsive UI.
• Fixed label associations with spin buttons and tooltip announcements for accessibility.
• Addressed hallucination issues in Sales Copilot pipeline skill for more accurate insights.
• Fixed event‑value reception issues in Deal Close Agent.
• Corrected use of color for link differentiation in Digital Sales Prospecting settings.
• Resolved bot response schema validation failures (visible in bot interactions).
• Fixed data loading and flickering issues in scheduling components.
• Improved monitoring and telemetry for Deal Close Agent (improves reliability customers experience).
• Fixed invalid email UI tagging and improved email‑processing compliance.
• Enhanced UI validation and lifecycle tracking in Deal Close Agent components.
• Fixed various bugs related to multi‑language support and AI features.
• Fixed issues causing UI truncation and overlapping in various modules.
• Resolved bugs affecting user experience in sales and scheduling features.

Accessibility Repaired Functionality

• Improved accessibility by correctly associating visual labels with controls in hierarchy visualization.
• Enhanced link distinguishability without relying on color in Dynamics 365 Sales Workspace.
• Ensured NVDA screen readers announce links and button states with proper context.
• Improved color contrast ratios for buttons and indicators to meet accessibility standards.
• Fixed keyboard focus order and ensured focus remains within pages.
• Enabled keyboard access to buttons and controls in Opportunity score columns.
• Corrected name properties for toggle buttons to improve assistive technology usability.
• Ensured screen readers announce status updates and tooltip information correctly.
• Improved focus visibility on spin buttons and other interactive elements.
• Enhanced accessibility in Relationship Analytics and Predictive Opportunity Scoring screens.
• Fixed use of color for link differentiation in Digital Sales Prospecting settings.
• Improved screen reader compatibility for various UI elements in Dynamics 365 Sales Premium.
• Enhanced accessibility for visually impaired users by ensuring proper announcements and focus management.
• Corrected accessibility issues related to zoom and text truncation.
• Improved usability for screen reader users by simplifying tooltip text and announcements.

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