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We are so excited to partner with Microsoft Dynamics 365, because their releases help you too! The most recent release for Microsoft Dynamics 365 is currently rolling out, and below are important dates and links to review. Microsoft releases new features in "waves" during the update timeframe.  Click here for the Microsoft Release plan.

Key Dates

Wave 1 2025 Features and Engage Compatibility

While Wave 1 2025 introduces powerful AI-driven enhancements and user experience updates to Dynamics 365 Sales, these features are not currently supported or tested within the Engage managed solution.

Many of the new capabilities rely on components such as the Sales Accelerator, which may have limited compatibility with the custom entities and attributes used in Engage. Additionally, several features require specific licensing, such as Microsoft 365 Copilot or Copilot for Sales, which are not included in Engage’s current licensing agreements.

As a result, most Wave 1 2025 features fall outside the scope of Engage’s supported offerings. We recommend that Engage users and administrators:

• Continue using the existing, supported features within the Engage solution.
• Avoid deploying Wave 1 2025 features until they have been fully evaluated for compatibility and support within Engage.

Licensing Considerations for Microsoft Sales AI Features

Many of the latest Sales AI capabilities, such as Sales Qualification Agent, Copilot email assistance, and conversation intelligence, are available only with Sales Premium, Sales Insights, or Dynamics 365 Copilot licenses. While Dynamics 365 Sales Enterprise includes some advanced AI features, it does not provide access to the full suite by default.
Engage firms should review their current Microsoft licensing to confirm eligibility for these features. Specifically, check whether your organization has:

• A Sales Premium license or add-on
• A Dynamics 365 Copilot license
• Appropriate Microsoft 365 or Power Platform subscriptions

Features like AI form-fill, Outlook integrations, and Copilot chat in Sales may also depend on Power Automate and Microsoft Copilot entitlements.

For detailed licensing guidance, refer to the Dynamics 365 Licensing Guide (April 2025) and Microsoft’s official sales licensing documentation.

Dataverse Search Now Consumes Storage Entitlements (Effective April 7, 2025)

Microsoft has announced that Dataverse search usage will now count against your tenant’s storage entitlements, starting April 7, 2025. This change may have cost implications for organizations with:

• Large datasets
• Frequent indexed lookups
• Customized search behavior (such as those commonly found in Engage environments)

What This Means for Engage Firms

If your Engage solution uses enhanced or customized Dataverse search, this update could lead to unexpected storage consumption and potential overage charges, especially in shared, multi-org, or sandbox environments.  

Recommended Action

• Review Dataverse search volumes using the Power Platform Admin Center analytics
• Monitor tenant storage usage
• Plan for potential storage overages and budget accordingly

Learn more: Dataverse Search Usage Overview