Keeping you informed on the latest releases, patches, Copilot updates, and platform changes across Microsoft Dynamics 365.
Why We Publish This Update
At Braintree, we work closely with organisations that rely on Dynamics 365 to run critical business operations. Microsoft moves fast. New features ship monthly. Updates are applied automatically. And the platform evolves in ways that can affect how your teams work every day.
This monthly update is our way of keeping you informed, giving you a clear, practical summary of what’s changed, what’s coming, and what you should be paying attention to. No sales pitch. Just the information that matters.
2025 Release Wave 2 — Now Fully Deployed
Microsoft’s 2025 Release Wave 2 has been rolling out since October 2025, and by now, the majority of features are live across production environments. If you haven’t reviewed what’s changed in your specific apps, now is the time.
Here’s a summary of the most impactful updates by application:
Dynamics 365 Finance
- Automated bank reconciliation with Copilot is now generally available. This uses AI to match bank statement lines with ledger entries, significantly reducing manual reconciliation time. For finance teams processing high transaction volumes, this is a meaningful productivity gain.
- Financial tags have been expanded, giving organisations more flexibility in tracking and reporting across dimensions without modifying the chart of accounts.
- Globalisation Studio improvements make it easier to manage electronic invoicing and tax calculation configurations across multiple countries, which is particularly relevant for South African businesses operating across borders.
Dynamics 365 Supply Chain Management
- Demand planning with Copilot has matured, with improved forecast accuracy and the ability to incorporate external signals (weather, market trends) into planning models.
- Warehouse management mobile app improvements include a refreshed UI, better offline support, and enhanced scanning capabilities.
- Copilot-assisted purchase order creation allows procurement teams to generate orders from natural language prompts, pulling in vendor data, pricing agreements, and inventory levels automatically.
Dynamics 365 Sales
- Sales qualification agent is now available. This is a Copilot-powered feature that researches and prioritises leads using data from CRM, public sources, and interaction history, then presents a summary to sellers with a recommended next action.
- Relationship intelligence improvements surface deeper insights about deal health, engagement levels, and stakeholder sentiment.
- Improved sequence and workflow automation makes it easier for sales managers to build and enforce consistent selling processes.
Dynamics 365 Customer Service
- Copilot-generated case summaries and email drafts are now standard, reducing time spent on documentation and correspondence.
- Real-time customer sentiment analysis during live interactions helps agents adjust their approach and escalate when needed.
- Knowledge article suggestions powered by Copilot now surface relevant content automatically during case handling, improving first-contact resolution rates.
Dynamics 365 Business Central
- Copilot assistance in bank reconciliation, sales line suggestions, and inventory forecasting are all generally available.
- E-document framework enhancements support more electronic invoicing formats, which aligns with the growing adoption of e-invoicing in South Africa and across Africa.
- Sustainability tracking features now allow businesses to capture and report on carbon emissions data directly within Business Central.
What you should do: If you’re unsure which Wave 2 features are active in your environment, or if you’d like help configuring and adopting them, speak to your Braintree account team. Some features require admin enablement before users can access them.
2026 Release Wave 1 — Early Access Is Open
Microsoft released early access for 2026 Release Wave 1 in late January 2026. This means you can opt in to preview upcoming features in sandbox environments before they become generally available starting in April 2026.
Early access is not automatic. An admin must enable it through the Power Platform admin centre. We recommend doing this in a non-production environment first so your team can test and validate before features arrive in production.
What to Expect in Wave 1 2026
While Microsoft will continue publishing detailed release plans through February and March, early indications point to significant investment in:
- Autonomous agents across Finance, Sales, and Service. Microsoft is moving beyond Copilot as an assistant toward Copilot as an autonomous agent that can execute multi-step tasks with human oversight. Expect to see agents that can process invoices end-to-end, handle routine customer queries, and manage replenishment orders with minimal human input.
- Enhanced cross-app data integration. Tighter integration between Dynamics 365 apps and Microsoft Fabric (the unified data analytics platform) will make it easier to build real-time dashboards, run advanced analytics, and create unified customer or operational views without complex data pipelines.
- Industry-specific capabilities. Microsoft is deepening functionality for specific verticals, including manufacturing, retail, and professional services. If your organisation operates in one of these sectors, watch for features tailored to your workflows.
- Power Platform convergence. The line between Dynamics 365 and Power Platform continues to blur. Expect deeper native integration with Power Automate, Power Pages, and Dataverse, making it easier to extend your D365 deployment without custom code.
What you should do: Talk to your Braintree consultant about whether early access makes sense for your organisation. For most customers, we recommend enabling it in a sandbox environment to start exploring what’s coming.
Copilot in Dynamics 365 — Where Things Actually Stand
There’s a lot of noise about Copilot. Here’s a practical, honest summary of where things stand as of February 2026.
What’s working well:
- Copilot in Business Central for bank reconciliation and sales line suggestions is genuinely useful and stable.
- Copilot in Customer Service for case summaries and knowledge suggestions is delivering measurable time savings for service teams.
- Copilot in Sales for lead research, email drafting, and meeting preparation is being adopted by forward-thinking sales teams with good results.
- Copilot in Finance for bank reconciliation and financial reporting assistance is maturing quickly.
What’s still maturing:
- Autonomous agents (the next evolution beyond Copilot as an assistant) are in early preview for most scenarios. They show enormous promise, but production readiness varies.
- Copilot accuracy in complex, organisation-specific scenarios still depends heavily on data quality. If your master data is messy, Copilot’s outputs will reflect that.
- Adoption is a bigger challenge than technology. Most organisations that struggle with Copilot aren’t facing technical issues. They’re facing change management gaps. People need to be shown how to use it in the context of their actual daily work.
What you should do: If you haven’t started exploring Copilot in your D365 environment, February is a good month to begin. Start with one department, one use case, and measure the impact before expanding. Braintree can help you identify the highest-value starting point for your business.
February 2026 Service Updates and Patches
Microsoft applies service updates to Dynamics 365 environments on a continuous basis. Here’s what to be aware of for February:
Finance and Operations Apps (Finance, Supply Chain, Commerce)
- Proactive Quality Update (PQU) 15 is being applied to production environments throughout February. These updates include bug fixes, performance improvements, and minor feature enhancements. They are applied automatically, but you should monitor your Lifecycle Services (LCS) environment for scheduled maintenance windows.
- Platform update 73 includes improvements to batch processing performance, data entity reliability, and security patches.
Customer Engagement Apps (Sales, Customer Service, Field Service)
- Station updates continue to roll out weekly. These are minor, non-disruptive updates applied automatically.
- If you’re using Unified Interface customisations, check the Microsoft 365 Message Centre for any compatibility notes.
Business Central
- Version 25.3 is the current minor update, with fixes focused on posting performance, report rendering, and AL language improvements for developers.
What you should do: Ensure your sandbox environments are ahead of production on the update cadence. This gives your team time to validate that customisations and integrations remain stable after each update. If you don’t have a defined update management process, Braintree can help you set one up.
Deprecations and End-of-Support — What to Watch
Microsoft regularly retires older features, APIs, and tools. Ignoring these notices can lead to broken integrations, security gaps, or blocked upgrades down the line. Here are the most relevant items for February 2026:
- Dynamics 365 Customer Service legacy scheduling has been deprecated. If you’re still using the original scheduling engine, you need to migrate to the Unified Resource Scheduling (URS) solution. Microsoft has published migration guides, and Braintree can assist with planning and execution.
- Web Client (legacy) for Finance and Operations is no longer supported. All users should be on the modern, browser-based experience.
- Older versions of the Warehouse Management mobile app are being phased out. Ensure your devices are running the latest version from the app store.
- Several legacy Data Management Framework (DMF) endpoints are scheduled for removal later in 2026. If you have integrations that use these endpoints, start planning your migration now.
- Dynamics 365 Marketing has been fully replaced by Dynamics 365 Customer Insights – Journeys. If your organisation hasn’t completed the transition, this should be prioritised.
What you should do: Review the Microsoft Dynamics 365 deprecation guide and cross-reference it with your environment. If anything looks relevant, raise it with your Braintree team so we can help you plan.
South Africa-Specific: E-Invoicing and Regulatory Updates
For our South African customers, there are a few additional items worth noting:
- SARS e-invoicing requirements continue to evolve, and Microsoft’s Globalization Studio in Dynamics 365 Finance and Business Central is being updated to support emerging e-invoicing mandates. While SARS has not yet mandated a specific format or timeline, the direction of travel is clear. Now is a good time to review your invoicing processes and ensure your D365 configuration is ready to adapt.
- Multi-currency and exchange rate management improvements in Finance and Business Central make it easier to handle ZAR fluctuations and multi-currency transactions, particularly relevant for importers, exporters, and organisations with cross-border operations.
How Braintree Can Help
This newsletter is about keeping you informed, not about selling services. But if anything in this update raises questions or highlights a gap in your current setup, we’re here.
Whether you need help enabling new features, managing update cycles, planning for deprecations, or building a Copilot adoption strategy, your Braintree team knows your environment and can move quickly.
Reach out to your account manager to start a conversation.
This update is published monthly by Braintree as part of our commitment to keeping customers informed about the Microsoft Dynamics 365 platform. All information is based on publicly available Microsoft documentation and our own technical expertise as of February 2026. For the most current information, always refer to Microsoft Learn and the Microsoft 365 Roadmap.
