Dynamics 365 Customer Service – Planning group support in Forecast scenario
We are announcing planning group support in the Forecast scenario in Dynamics 365 Customer Service and Dynamics 365 Contact Center. This feature will reach general availability on August 31, 2026. How does this affect me? With this feature, organizations running dozens of queues across multiple lines of business can forecast all their channels and queues as a single unit. This enables forecasters to maintain fewer scenarios, eliminate aggregation errors, and manage forecast accuracy at the level of the business. Planning group support can be found via the forecast scenario create and edit form Planning group field. The forecast scenario list view includes a Planning group column, allowing forecasters to sort and filter scenarios by group. To use Workforce Management capabilities, an administrator must install the Workforce Management for Customer Service package from the Power Platform admin center. When a planning group is selected, the Time zone, Channel, and Queue values are populated from the planning group definition and set to read-only, preventing divergence between the scenario and the group it represents. When no planning group is selected, Time zone, Channel, and Queue values remain editable, so existing scenario creation flows are unchanged, and the feature is fully backward compatible. What action do I need to take? This message is for awareness, and no action is required. If you would like more information on this feature, please visit Create and manage forecast scenarios. Message ID: MC1456418
The post Dynamics 365 Customer Service – Planning group support in Forecast scenario appeared first on M365 Admin.
Published on:
Learn moreWe can help you with Dynamics 365 Customer Service – Planning group support in Forecast scenario
If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.
Related posts
Microsoft Teams: External presenter support for event group chat
Microsoft Teams will support external presenters in event group chat for meetings with the “Enable Green room” option. Rollout sta...
Microsoft SharePoint: SharePoint Server access through the mobile apps will be retired
SharePoint Server access via the standalone SharePoint mobile apps for iOS and Android will be retired starting November 27, 2026. These apps ...
Microsoft Viva: New Campaigns hub in Viva Engage app and Viva Engage in Teams mobile
Microsoft Viva Engage mobile and Teams mobile now feature a centralized Campaigns hub for discovering, browsing, and following organizational ...
Microsoft Teams: Two presenters can share their screens or windows simultaneously in meetings
Microsoft Teams will allow two presenters to share screens simultaneously in meetings starting late November 2026. This feature enhances colla...
Microsoft 365 admin center: Retirement of selected Search Analytics capabilities
Selected Search Analytics capabilities for Microsoft/Bing, Teams, Outlook/WXP, Windows Search Work results, and Microsoft365.com will retire i...
Microsoft Authenticator: Improved backup and restore experience for Android
Microsoft Authenticator for Android will improve backup and restore with clearer setup guidance and support for passkeys starting mid-January ...
Join button will require HTTPS meeting links
Starting late November 2026, Outlook’s Join button will only appear for meetings with HTTPS join URLs. Meetings with HTTP-only URLs will...
Microsoft Excel: Edit with Copilot in Excel on iPhone
Edit with Copilot in Excel on iPhone enables natural language editing and task continuation outside the app. Rolling out worldwide from late O...
Microsoft Entra ID: Reminder to migrate from Microsoft-provided SMS and voice authentication
Microsoft Entra ID will retire Microsoft-provided SMS and voice authentication starting February 1, 2027. Organizations must migrate users to ...
The November and December 2026 security updates require a restart for hotpatch-enabled Windows Server 2022 devices
The November and December 2026 security updates for Windows Server 2022 will be released as standard updates rather than hotpatch updates. Som...