Microsoft Dynamics 365

Our Top 10 Features of 2023 – Microsoft Dynamics 365 and the Power Platform

Jessica Compton,

December 5th, 2023

7 min read

As 2023 draws to a close, we wanted to highlight our top features across Dynamics 365 and the Power Platform. With some major changes taking place over the last year, we have once again been impressed by the features and functionality that Microsoft continues to develop. Take a look below to see our top 10 picks of the year, some old and some new!

Top Features Microsoft Dynamics 365

1. Microsoft launched Dynamics 365 Copilot

Our first top pick, which will come as no surprise, is Dynamics 365 Copilot. This recent addition to D365 fully embraces the advantages that artificial intelligence (AI) can bring to organisations. The Copilot functionality has been seamlessly integrated across all Dynamics 365 applications – sales, customer insights, customer service, field service, and customer voice and is directly accessible within the systems.

These new AI features make it easier than ever for your teams to collaborate, be productive, and drive growth across your business. You can find out more about the Dynamics 365 Copilot here.Copilot shown in D365 Customer Service on the right hand side of system

2. Real-time marketing capabilities

Our Technical Delivery Lead, Nick, has chosen the real-time marketing capabilities as his top feature of 2023. This year marked a significant shift in Microsoft’s strategy towards real-time marketing, underpinned by the announcement of combining Dynamics 365 Marketing and Customer Insights.

This strategic move places focus on providing marketers with the tools they need to interact with customers at precisely the right moments. Key features enabling this include real-time customer journeys, live push notifications, and comprehensive, individual-based insights.

real-time customer journey in dynamics 365

3. New pipeline view in Dynamics 365 Sales

First released in April of this year, the new pipeline view brings with it a host of benefits, the most significant one – being able to gain an intuitive view of all opportunities at the click of a button. This streamlined experience swiftly allows sellers to discern where sales efforts should be directed, ultimately increasing conversion rates.

new pipeline view in dynamics 365

4. AI-generated Summaries

As mentioned earlier, Microsoft has introduced AI across various Dynamics 365 applications. We’d like to highlight a noteworthy addition: AI-generated summaries.

These summaries are now available in Dynamics 365 Sales, Customer Insights, and Customer Service. They offer users a swift and simple way to gain a thorough overview of leads, opportunities, meetings, cases, and more. Have a look at what this could look like below:

5. Dynamics 365 and Outlook Integration

Even though this feature was initially launched in 2022, Microsoft continues to improve the experience between Dynamics 365 and Outlook. Because of this, we have decided to include it in our summary of 2023.

The seamless integration between these two applications makes it possible for employees to quickly gain a comprehensive overview of all email communications sent to a customer. This ensures that everyone within your team is on the same page, increasing productivity and collaboration in the long run.dynamics 365 and outlook integration

Top Features of the Power Platform

1. Copilot makes low-code development easier than ever

Like Dynamics 365, Microsoft has launched Copilot across the Power Platform with the aim of providing more support for users across applications, ensuring quick and efficient low-code development.

Copilot in Power Apps

Functioning as an AI companion, Copilot in Power Apps guides users through all stages of the app creation process – from creating and importing data tables to sharing the application and everything in between. Microsoft has achieved significant success with this addition, with a remarkable 65% increase in overall user satisfaction.

Copilot in Power BI

With Copilot in Power BI, generating reports, crafting DAX calculations, summarising data, making inquiries about your data etc. is simple. Just state your needs in conversational language, and let Copilot handle the rest.

Copilot in Power Pages

Use Copilot as an assistant in Power Pages, letting it create parts of your web pages by giving natural language instructions. This makes creating new websites or making changes to existing ones faster and easier.

Copilot in Power Automate

Increase the success of your Power Automate flows with Copilot. Simply ask any questions regarding improvements, problems or other queries to Copilot, and it will assist you throughout.

Copilot Studio

Microsoft recently launched Copilot Studio, which will replace Power Virtual Agents. This new application enables users to effortlessly create or modify Copilots, ensuring they align precisely with an organisation’s requirements.

It’s worth noting that Copilot Studio has moved away from being part of the Power Platform and will now stand independently.

2. Launch of Power Pages

Earlier in the year, Microsoft introduced Power Pages, an evolution of Power Apps Portals. Various changes came with this announcement, but our Head of Managed Service, James Dilley, particularly found the new user interface to be much better.

Additionally, the option to make the Power Pages solution aware has streamlined the deployment of pages and increased overall efficiency.power pages home screen

3. Microsoft Fabric and Power BI

Microsoft Fabric is an all-in-one data analysis platform that brings together data movement, data science, real-time analytics, and business intelligence. Our Solution Architect, Aqib, highlights that this integrated platform enables users to enjoy an experience that fulfils all their data analytics needs.

Power BI is an integral part of Microsoft Fabric, and for customers with premium Power BI licences, access to this platform comes at no additional cost. For those without Power BI premium, rest assured – existing customers can continue to utilise Power BI just as they did before.

power bi shown in microsoft fabric

4. Refreshed look and feel for model-driven Power Apps

Model-driven Power Apps now have an updated user interface, introducing new themes, colours, fonts, layouts, shadows, and more. This change aligns the user interface with the latest Microsoft Fluent Design System and makes these apps easier to use and more efficient.

new power apps user interface

5. Coauthor in the modern model-driven app designer

In June, Microsoft announced the ability for both pro and citizen developers to make changes across modern model-driven apps at the same time and see these changes in real time. This significantly improves the ability of teams to innovate and create together, driving what low-code development can do further than ever before.

What’s next?

Throughout the year, we have seen some brilliant new features roll out across Dynamics 365 and the Power Platform. We can only expect this to continue next year and are excited to see what Microsoft has in store for 2024. In January, we will have more details about the 2024 Release Wave 1, which will be rolling out from March, so watch this space for blog posts around that.

If you would like more information about how Pragmatiq can support your business, please get in touch by emailing us at or calling us on 01908 038110. Alternatively, fill out our contact form or subscribe to our newsletter.


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