New Power Query Experience Arrives in Power BI Desktop (Preview)

Microsoft has introduced a preview of a redesigned Power Query Get Data experience in Power BI Desktop, aimed at modernising how users discover and connect to data sources. The update focuses on a more streamlined connection flow alongside improved accessibility features, including better navigation support and usability enhancements. This marks another step toward unifying the data preparation experience across Microsoft’s data ecosystem.

Here’s what you need to know:

• Why was this feature introduced?

  As the number of connectors and data sources in Power BI continues to grow, finding and connecting to the right data can become more complex. Microsoft redesigned the Get Data experience to make data discovery faster, simplify connection flows, and create a more accessible and user-friendly experience.

• What’s new?

  The new Get Data experience introduces a modernised interface designed to help users discover, connect, and transform data with less friction. A streamlined navigation pane now makes it easier to quickly access recent data, OneLake Catalog, blank queries, and other commonly used options.

• A simpler and more connected data experience

  Connecting to data is now more cohesive, reducing the need to jump between multiple dialogs. Settings, authentication, and connection configurations are now managed in a more unified flow, helping users move faster from selecting a source to shaping and analyzing data.

• Designed for accessibility and usability

  The redesigned experience includes full keyboard navigation support to make workflows more efficient and accessible without relying heavily on a mouse. It also supports dark mode, creating a more comfortable viewing experience across different environments.

• What’s the impact for users?

  The new experience helps users spend less time searching for data sources and move faster into analysis and modeling. Whether you’re a beginner or an experienced professional, it creates a smoother and more efficient workflow in Power BI.

• Get started

  Open Power BI Desktop and navigate to File > Options and settings > Options > Preview features to enable the “New Power Query experience” option. Restart Power BI Desktop, select Get Data, and start exploring the redesigned experience.

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Dynamics 365 Introduces AI Credit Estimation for Service Operations

As AI agents take on a larger role in customer service operations, Microsoft is introducing AI Credit Estimation in Dynamics 365 Customer Service and Contact Center. The new capability helps organizations translate forecasted service demand into projected AI usage and credit consumption, giving teams greater visibility into operational and financial planning. With AI becoming part of the workforce itself, Dynamics 365 is evolving workforce management to include both human and AI-driven capacity planning.

Here’s how AI Credit Estimation in Dynamics 365 Customer Service and Contact Center can help organisations plan smarter:

• What’s creating the planning gap?

  Traditional workforce planning models were built around people, not AI agents. While organisations can forecast case volumes and service demand, many still struggle to translate that into expected AI usage and cost.

• Why use AI Credit Estimation?

  AI Credit Estimation provides a transparent way to map forecasted workloads to projected AI credit consumption. It brings AI usage into the planning process alongside staffing ratios, service levels, and case forecasts — helping teams move from assumptions to measurable operational insights.

• Step 1: Create a Forecast Scenario

  Build a forecast scenario in Dynamics 365 Customer Service or Contact Center by defining your planning horizon, queues, and communication channels. Using historical trends, seasonality, and traffic patterns, the platform generates a data-driven prediction of future demand.

• Step 2: Select AI Agents

  Open the AI Credit Estimator and choose the agents you want to model. Supported out-of-the-box agents include: Quality Evaluation Agent, Case Management Agent, and Customer Intent Agent.

• Step 3: Review AI Credit Estimates

  The estimator maps forecasted workloads to projected AI credit usage, giving teams a clear view of both expected service demand and the AI capacity required to support it. This enables organizations to validate assumptions, refine planning scenarios, and make more informed operational decisions before scaling AI initiatives.

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Dynamics 365 Customer Service Brings Emotional Intelligence to Customer Emails

Microsoft is introducing Email Sentiment in Dynamics 365 Customer Service, an AI-powered capability that helps service teams recognize emotional tone directly within customer emails. By surfacing sentiment insights early, organizations can respond with greater empathy, prioritize higher-risk conversations, and improve customer experiences at scale.

Here’s what you need to know:

• What is Email Sentiment?

  Email Sentiment automatically analyses incoming customer emails and classifies their tone as Positive, Neutral, or Negative. These insights appear directly within the email and case workspace before a response is drafted, helping service representatives understand not only what customers are saying, but how they feel.

• Why sentiment awareness matters

  Customers communicate differently across cultures, languages, and experiences, making emotional cues easy to miss in high-volume support environments. Email Sentiment helps organizations identify frustrated customers earlier, respond more empathetically, and reduce escalations through better-informed communication.

• How it works

  Imagine a customer reaching out after repeated service disruptions. Email Sentiment flags the message as Negative before the representative replies, allowing them to acknowledge frustration upfront, respond with empathy, and focus immediately on resolution.

• Key capabilities

  Email Sentiment includes automatic sentiment detection, in-context emotional insights, language-aware AI, and actionable emotional signals directly within the workflow. It also supports sentiment timelines and case sentiment tracking to help teams better understand customer interactions over time.

• Designed for customer-focused organisations

  Email Sentiment in Dynamics 365 Customer Service complements Email Assist and case management by bringing emotional intelligence directly into everyday support interactions — helping empathy become part of the workflow, not just an individual skill.

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Microsoft Introduces Copilot Cowork for Action-Driven AI Workflows

Microsoft is taking AI beyond conversations with the introduction of Copilot Cowork, a new Microsoft 365 experience designed to turn prompts into real actions across apps, workflows, and devices. The latest update brings built-in skills, integrations, and custom automation capabilities that help users coordinate work, create content, and manage tasks more efficiently. With support across desktop and mobile, Microsoft is positioning Copilot as a more capable digital coworker for everyday business operations.

Here’s what you need to know:

• What is Copilot Cowork?

  Copilot Cowork is built on Work IQ, Microsoft’s intelligence layer that understands your data, tools, and organisation. This allows Cowork to plan, act, and deliver outcomes based on how your business actually operates — not just information from the public internet.

• Assign tasks on the go

  Cowork is available on iOS and Android, making it easy to delegate work anytime, anywhere. While you focus on higher-value priorities, Cowork can handle tasks in the background for you.

• Use it with Cowork Skills

  Many business processes follow repeatable patterns — and that’s where Skills come in. Skills are reusable instruction sets that guide Cowork on how to complete tasks consistently using your preferred structure, tone, and workflow.

• Connect work with Cowork Plugins

  Copilot Cowork integrates with Microsoft tools like Power BI, Dynamics 365, and ERP systems so it can work across your organisation’s existing platforms. It also supports third-party connectors and custom plugins, helping businesses automate workflows and extend AI capabilities into their unique systems.

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Power Fx User Defined Types Are Now Generally Available in Power Apps

Microsoft has announced the general availability of User Defined Types (UDTs) in Power Fx for Power Apps, bringing makers more flexibility when building scalable and maintainable applications. The update enables developers to structure records and tables more effectively, helping simplify complex formulas and improve app readability. With UDTs now production-ready, Power Fx continues evolving into a more powerful low-code programming language for enterprise app development.

Here’s what you need to know:

• Records and Tables as Parameters and Return Values

  User Defined Types help make formulas easier to read, write, and maintain by grouping related information into structured data types. This also reduces errors through strong typing, especially when working with JSON data. For example, details like a book title, author, page count, and publication year can all be grouped into a single typed structure using the Type function in the App object’s Formulas property.

• UDTs and JSON

  Working with JSON becomes more reliable with UDTs by validating and converting untyped text into typed Power Fx objects. Since JSON doesn’t support native date/time types and often stores them as ISO 8601 strings, UDTs help ensure values are correctly interpreted and handled correctly.

• IsType and AsType

  Need more control when converting values? IsType and AsType let you safely check and convert Dynamic values into strongly typed objects while helping avoid runtime errors.

• RecordOf

  RecordOf makes it easier to define functions that work with individual records from a table structure, helping you build cleaner, reusable, and scalable formulas.

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Visual Studio Introduces Agent Skills for Smarter AI Workflows

Microsoft is continuing to evolve AI-assisted development with the introduction of Agent Skills in Visual Studio. The new capability allows developers to create reusable instruction sets that help GitHub Copilot agents handle specific development tasks more consistently and efficiently. With Agent Skills, teams can customize how AI supports their workflows, from automation to code generation and project-specific processes.

Here’s what you need to know:

• What are Agent Skills?

  Agent Skills are reusable instruction sets that teach Copilot agents how to handle specific tasks, such as running build pipelines, generating boilerplate code, or following your team’s coding standards. Once defined, the agent can automatically apply the right skill whenever it’s relevant.

• Creating a Skill

  You can create a skill directly inside Visual Studio. Open the skills panel by clicking the tools icon in the bottom-right corner of Copilot Chat, then select the + button to start the guided setup. Choose whether the skill will be global or solution-level, give it a name, and Visual Studio will generate a SKILL.md template for you to complete. Copilot Agent mode can even help you fill out the template. This experience is currently available in the Insiders channel and is coming to Release soon.

• Managing Skills

  The skills panel makes it easy to manage your skills in one place, including editing SKILL.md files, searching by keyword, opening skill folders, and viewing diagnostics to quickly identify configuration issues.

• Skills vs. Custom Instructions

  Custom instructions are best for broad, always-on guidance like coding preferences or formatting rules. Agent Skills, on the other hand, are task-specific and dynamically loaded only when relevant, helping Copilot respond more intelligently based on the situation.

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Microsoft Unveils Latest Power BI Innovations for May 2026

Microsoft has released the May 2026 Feature Summary for Microsoft Power BI, introducing a new wave of updates across Copilot, reporting, modeling, and data connectivity experiences. The latest release focuses on helping users explore data more efficiently, generate insights faster, and create more polished reports. Several enhancements also continue Microsoft’s push toward AI-assisted analytics and streamlined business intelligence workflows.

Here are some of the standout updates:

• Copilot and AI: Set Perspectives for Explore

  Make large data models easier to navigate by setting an Exploration perspective for reports. This gives report consumers a more focused list of tables and fields when using Explore, improving usability and reducing complexity.

• Reporting: Visual Calculations and Custom Totals (Generally Available)

  Create running sums, moving averages, percent of parent, and more directly inside visuals — without adding DAX measures to your semantic model. Visual calculations now provide greater flexibility and faster insights right where you need them.

• Modeling: Faster Access to Web Modeling for Semantic Model Authors

  Power BI is streamlining the semantic model authoring experience by taking users with edit permissions directly into web modeling instead of the model details page, helping reduce extra navigation and speed up iteration.

• Data Connectivity: New Get Data Experience in Power BI Desktop (Preview)

  The redesigned Power Query Get Data experience introduces a more unified and accessible way to discover and connect to data sources across Microsoft Fabric, Power BI Desktop, and Excel.

• Visualizations: Card with States

  The popular Card with States visual by OKVIZ is back with a fully modernized experience, updated for the latest Power BI APIs and ready for the future of KPI storytelling.

See the full list of Power BI’s May 2026 updates!

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Microsoft Introduces Consent-Based Recording in Dynamics 365 Contact Center

Microsoft is introducing Consent-Based Recording for voice interactions in Dynamics 365 Contact Center with Microsoft Copilot Studio, helping organisations better manage compliance and customer trust during AI-powered conversations. The new capability captures and maintains caller consent across both voice agents and live service representatives, ensuring recording preferences are consistently respected throughout the interaction. The update is part of Microsoft’s broader push to deliver more secure, transparent, and compliant customer engagement experiences.

Here’s what you need to know:

• Why it matters

  Many regions now require explicit customer consent before calls can be recorded or transcribed. Consent-Based Recording makes consent a system-enforced signal, ensuring recording and transcription always align with the caller’s choice.

• How it works

  A Voice Agent requests consent early in the conversation. If consent is granted, recording and transcription are enabled with pause and resume controls available to CSRs; if denied, the interaction continues without recording or transcription.

• Key benefits

  Consent-Based Recording helps organisations support compliance, reduce operational risk, and create more transparent customer experiences. It also enables smoother AI Agent-to-CSR transitions in the contact center.

Strengthen customer trust with a reliable system that securely manages and records customer interactions. Discover how customer relationship management solutions can help your organisation deliver better experiences—contact us today!

Power BI Introduces New Semantic Model Settings Pane in Preview

Microsoft has introduced a refreshed semantic model settings pane for Power BI, now available in preview. The redesigned experience aligns with the modern Microsoft Fabric interface and aims to make managing semantic models faster and more seamless by keeping users within their current workspace context. The update is part of Microsoft’s continued effort to improve usability and streamline modeling workflows across the Power BI ecosystem.

Here’s what you need to know:

• Why it matters

  The new settings pane keeps you in context, opening instantly without page reloads or navigating away from your semantic model. With collapsible sections, improved organization, and built-in search, it’s now faster and easier to find settings like refresh history, credentials, query caching, and sensitivity labels.

• Incremental rollout

  The settings pane is currently optional and can be opened from the existing settings page. In the coming months, it will become the default experience, while users will still have the option to switch back to the classic settings page during the transition period.

• How to open the settings pane

  Navigate to your semantic model’s settings page from the model context menu and select Open settings pane at the top of the page.

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Microsoft Launches Case Enrichment Simulation in Dynamics 365 Customer Service

As AI continues to play a bigger role in customer service operations, organisations are looking for better ways to validate automation before rolling it out at scale. Microsoft is addressing that challenge with the introduction of case enrichment simulation in Dynamics 365 Customer Service. The new capability helps teams evaluate AI-powered field prediction accuracy using historical case data before enabling the feature in live environments.

Here’s what you need to know:

• What It Does

  Admins can test AI-powered field predictions against real historical case data before rolling out case enrichment. This allows teams to evaluate results, refine field descriptions, and confidently enable the feature once accuracy meets business expectations.

• Key Capabilities

  Case Management Agent simulations provide flexible testing with detailed field-level and case-level comparisons, exportable Excel reports, re-run capabilities, and shadow runs to help teams continuously validate and refine AI prediction accuracy.

• Getting Started

  Open the Copilot Service admin center and navigate to: Case Settings → Case Management Agent → Case Creation and Update → Simulation. From there, you can run tests against historical cases and quickly identify where field descriptions may need tuning before enabling case enrichment.

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