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Dynamics 365 Finance and Operations — Cross-app capabilities (2026 Release Wave 1)

As part of 2026 Release Wave 1, the cross-app capabilities area focuses on the integration of processes between Finance, Supply Chain Management and Commerce modules and further development of the common layer: AI (Copilot), data management, automation and operational coherence.

The main direction is to eliminate barriers between applications and build a single, coherent operating model where data, decisions and processes flow in real time between business areas.

Key areas of development

Copilot and AI in business processes
Copilot extends its application to further operational areas, supporting users in data analysis, problem identification and decision making. AI ceases to be an additive, and becomes an integral layer of the system.
The effect: automation of analysis, faster decision making and less manual work.

Data consistency and integration between applications
The system is being developed towards a single data model shared between applications. Improvements include integrations, data synchronization, and elimination of duplication of information between systems.
The result: greater data consistency, fewer errors and better end-to-end process visibility.

End-to-end process automation
Cross-app capabilities support the automation of processes covering many areas — from sales, to logistics, to finance. The system allows automatic processing of events and linking operations between modules.
The result: shorter operating cycles and less user involvement in manual tasks.

Data management and integrations (Data management)
Mechanisms for importing, exporting and processing data are being developed, including improving data quality, validation and efficiency of integration operations.
The result: more stable integrations, faster deployments and better data management on a global scale.

Extensibility and Platform
The platform develops configuration and expansion capabilities without interfering with the base code. This facilitates the adaptation of the system to the specifics of the organization and integration with external solutions.
The result: greater flexibility and lower cost of system maintenance.

What's new in March and April?

March 2026

March focuses on the user experience and the use of Copilot as the operating layer of the system.

User Experience (UX)

• Immersive Home as a new, contextual user workspace,
• adaptive views that adapt to the role and priorities,
• dynamic prioritization of tasks,
• presentation of the most important information in one place,
• reducing the need for manual navigation of the system.

AI and Copilot

• recommendations of actions based on AI,
• support of work through agents performing tasks,
• summaries of the activities and work of agents,
• contextual information to support user decisions,
• automatic indication of the most important tasks.

Effect: The system actively guides the user through tasks instead of just sharing features.

April 2026

April develops Copilot extensibility and data and platform management.

Copilot (extensibility)

• the ability to create your own Copilot actions (client actions),
• integration of Copilot with Finance & Operations business logic,
• support for queries and user commands in the context of system data,
• Extending Copilot via plugins
• use of Copilot to run business operations.

Platform and data (One Dynamics/One Platform)

• Archive Framework for custom scenarios,
• building your own data archiving processes,
• integration with schedules and system processes,
• support for regulatory requirements and compliance,
• Standardization of data lifecycle management.

The effect: Copilot becomes an operational platform, and data management — fully controllable and scalable.

Conclusions

Cross-app capabilities in 2026 Release Wave 1 reinforce the foundation of the entire Dynamics 365 ecosystem:

• AI becomes a common decision-making layer,
• the system guides the user instead of waiting for his actions,
• The copilot moves from the role of assistant to the role of the operator of the operation,
• data is managed centrally and in compliance with regulations,
• applications operate as a single operating platform.

This is the direction in which Dynamics 365 becomes an integrated system capable of autonomously supporting and executing business processes.

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Benefit from expert support

If an organization uses Dynamics 365 and needs to prepare for upcoming changes, analyze the impact of new features or plan a secure deployment, the support of the retcon.pl team allows you to reduce operational risks and accelerate the adoption of new system capabilities.

https://www.retcon.pl/contact

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