Microsoft Dynamics 365 Sales - version 9.0.24103.10001

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 209 resolves the following issues:

New/Enhanced Functionality

• Improved reliability and trust in AI-driven sales insights by ensuring accurate processing of POS score reasons in the Sales Generative AI module.
• Enhanced customer relationship management by providing actionable insights from email data, improving decision-making and engagement strategies.
• Prevented abrupt dialog closures during agent configuration editing by blocking configuration if tenant consent is off.
• Enhanced Generative AI features for better goals and targets management, improving user experience and efficiency.
• Updated localization files to improve functionality and reliability.
• Added hierarchy viewer tab on entities to provide actionable insights from email data.
• Improved accuracy and efficiency in mapping customer intents using advanced reasoning capabilities.
• Enhanced data analytics and autonomous agent capabilities for better customer insights.
• Improved communication by addressing email issues with outreach agent enhancements.
• Streamlined access to playbooks via SharePoint integration.
• Simplified consent processes to enhance integration and usability.
• Prioritized recent conversations in follow-up modules to improve engagement and satisfaction.
• Ensured reliable insights UI functionality for better decision-making.
• Improved email handling to ensure timely communication and accurate data synthesis.
• Automated qualification responses to improve customer interaction efficiency.
• Enabled quick creation of products when none exist in the system.
• Displayed research results with citations for enhanced trust and usability.
• Streamlined consent management with UI controls for better user control.
• Enhanced email preview and simulation features for improved communication.
• Removed redundant inputs to streamline deal closing processes.
• Improved handling of opportunity ownership changes to accelerate deal closures.
• Added new engagement states to improve tracking and customer interactions.
• Enhanced notification handling and AI prompt notifications for better user experience.
• Improved data visibility and analytics in deal acceleration features.
• Enhanced inventory management efficiency and reliability.
• Improved email instructions organization for better clarity.
• Automated logging of relationship types to reduce manual effort.
• Added attributes to improve tracking of status changes.
• Increased flexibility in agent setup and assignment configurations.
• Integrated advanced AI components to improve sales intelligence and decision-making.
• Improved code reliability and maintainability.
• Enhanced personalized and context-aware interactions.
• Streamlined mail generation workflows with updated APIs.
• Improved email management efficiency and error handling.
• Enabled users to manage consent settings directly from the UI.
• Enhanced email prompt recommendations for better customer engagement.
• Improved outreach email generation and preview capabilities.
• Enhanced system automation and efficiency with new trigger tables.
• Improved attribute matching in assignment engines for precise customer interactions.
• Added credible citations for needs, pain points, deal health, and deal overview to improve trust and decision-making.
• Migrated notifications to a new infrastructure for better reliability.
• Improved SharePoint integration for better document access.
• Enhanced research topic summarization and citation handling.
• Improved security and control over user permissions.
• Enhanced data organization and retrieval efficiency.
• Improved reliability and efficiency of sales processes and workflows.
• Added new task types to enhance digital selling capabilities.
• Enabled markdown content display for better readability.
• Improved filtering capabilities for sellers and teams.
• Enhanced campaign response reliability.
• Streamlined consent processes with new UI components.
• Improved competitor analysis accuracy with integrated citations.
• Enhanced user experience with clearer consent options and messaging.
• Improved asynchronous customer interactions.
• Enhanced data organization for multi-session enhancements.
• Improved deal risk assessments with verifiable sources.
• Centralized email management for outreach and follow-up activities.
• Automated research processes based on predefined opportunity attributes.
• Enhanced data retrieval with knowledge source integration.
• Improved citation icon consistency.
• Enhanced account research capabilities for better insights.
• Resolved visibility issues for AI lead views.
• Improved notification accuracy and timeliness.
• Enhanced localization for non-English users.
• Enabled direct upload of agent playbooks to SharePoint.
• Added workflow activators to improve AI-driven processes.
• Enhanced product pricing consistency.
• Improved error state detection in product information retrieval.
• Enhanced outreach log accuracy.
• Improved research triggering for newly created opportunities.
• Enhanced email entity naming for clarity.
• Ensured consistent email signature appearance.
• Enhanced user experience by eliminating manual additions for AI lead views.
• Improved communication consistency in email templates.
• Added notifications for no matching records found.
• Prevented saving incomplete configurations.
• Improved settings management with reliable discard functionality.
• Prevented system errors during AI model imports.
• Ensured seamless integration of newly added bots.
• Improved dialog descriptions for outreach email reviews.
• Fixed SMS text panel display issues.
• Resolved agent activation workflow issues.
• Prevented errors for unsupported entities.
• Enabled immediate navigation to agent lists.

Please click here to get the list of new/enhanced functionalities details.

Repaired Functionality

• Ensured stable configuration editing for sales agents, preventing unexpected dialog behavior.
• Enabled easy M365 consent provision within Relationship Intelligence.
• Restricted sales admins from configuring Copilot/Agent when tenant consent is disabled.
• Ensured accurate processing of POS score reasons for reliable AI-driven sales insights.
• Fixed content filtering issues for account news.
• Corrected role definitions for key form fields.
• Resolved display issues in focused views.
• Fixed bulk email personalization errors.
• Resolved license assignment errors to ensure uninterrupted access.
• Ensured consistent product pricing updates.
• Improved error state detection in product information retrieval.
• Fixed outreach log accuracy in reports.
• Triggered research only for newly created opportunities.
• Renamed entities for clarity in customer interactions.
• Ensured consistent email signature display.
• Fixed API failures in email simulation.
• Eliminated manual additions for AI lead views.
• Prevented saving incomplete outreach configurations.
• Enabled reliable settings discard functionality.
• Prevented duplicate key exceptions during AI model imports.
• Ensured seamless integration of newly added bots.
• Improved dialog descriptions for outreach email management.
• Fixed SMS text panel display issues.
• Resolved agent activation workflow issues.
• Prevented errors for unsupported entities.
• Enabled immediate navigation to agent lists.
• Improved customer query handling with streaming responses.
• Ensured unique conversation IDs for clarity.

Accessibility Repaired Functionality

• Improved accessibility by labeling images properly.
• Enhanced accessibility with fully visible labels.
• Improved user interface consistency and accessibility.
• Improved accessibility and usability of key form fields, enhancing user experience and ensuring compliance.
• Improved visibility of toggle controls under high contrast themes.
• Labeled SVG images properly for better accessibility.
• Ensured combo box labels are fully visible under text spacing settings.
• Improved label visibility in hierarchy visualization controls.
• Enhanced accessibility by ensuring labels in hierarchy visualization are fully visible.
• Improved readability and professionalism by correcting casing in citations.
• Enhanced accessibility by ensuring labels are fully visible in various UI components.

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