Live Webinar · Free
Dynamics 365 CRM Applications 2026 Wave 1
What’s New in Dynamics 365 CRM Applications | 2026 Release Wave 1
Discover the latest AI-powered updates across Sales, Customer Insights, Customer Service, Field Service, and Project Operations – plus what they mean for day-to-day productivity across your CRM.
Wednesday, 22 April 2026
11:00 – 11:50am BST
Speakers: Jay Tahasildar, Sri Vaishnavi Rampalli, Atush Rohan
Starts in
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WHY ATTEND
Dynamics 365 CRM Release Wave 1 2026 Was Built to Solve Real Operational Challenges
Release Wave 1 2026 introduces practical improvements that help teams keep CRM data accurate, close deals faster, increase customer engagement, and adopt AI safely through controlled testing and rollout. This session highlights the updates that matter most, with clear examples and a simple view of what’s arriving and when.SALES & CRM OWNERS
- Pipeline data goes stale because manual updates are slow and inconsistent
- Sellers lack context before calls, no quick summary of deal history
- AI adoption is hesitant without a safe way to test before going live
SERVICE & FIELD TEAMS
- Customer service AI decisions are hard to validate before enabling in production
- Scheduling disruptions require time-consuming manual rebooking of resources
- Agent responses lack grounding in actual customer data and history
MARKETING & PROJECT LEADS
- Engagement channels are limited, email alone isn’t enough for modern CX
- Segmentation lacks depth without AI-enriched customer insight integration
- Project scenario planning is slow and relies on manual what-if spreadsheets
What You Will Walk Away With
Practical AI Improvements Across Every Part of Your CRM
Improve Opportunity Context Automatically
Use AI-based data enrichment to keep pipeline information current with less manual effort.
Boost Engagement with Copilot Messaging
Copilot-powered conversational text messages support richer two-way customer interactions.
Evaluate Project Changes with Confidence
Compare multiple what-if scenarios in Project Operations without manual spreadsheet workarounds.
Close Deals Faster with Sales Agent
AI-powered opportunity summaries give sellers key context and next steps in one place.
Adopt Service AI Safely
Use shadow mode and simulation to validate automation before enabling it in production.
Increase Agent Accuracy with Customer Insights
Ground AI in Customer Insights for more relevant, data-driven outcomes across service.
Optimise Scheduling at Scale
Scheduling Operations Agent handles bulk booking changes quickly across multiple resources.
Free to attend · Recording available · 22 April 2026
WHO SHOULD ATTEND
Designed for CRM, Service, Field, and Project Teams
Whether you’re managing sales pipelines, customer service queues, field scheduling, or project delivery – this webinar covers the Wave 1 2026 updates that affect your team directly.Sales Directors, Sales Managers & CRM Owners
Who want cleaner pipeline visibility, AI-enriched opportunity data, and faster deal progression.
Customer Service Leaders & Operations Teams
Who want to validate AI safely and streamline case resolution workflows before production rollout.
Field Service Teams & Dispatchers
Managing resourcing, scheduling efficiency, and day-to-day disruptions across multiple bookings.
Project & Delivery Managers
Who want better scenario planning and impact analysis without manual spreadsheet workarounds.
50 Minutes
Webinar Agenda
11:00
5 min
What Is New in Dynamics 365 CRM 2026 Wave 1 – What Actually Matters for UK SMEs
11:05
10 min
Sales: Improve Opportunity Context with AI-Based Data Enrichment & Close Deals Faster with AI-Powered Summaries in Sales Agent
11:15
10 min
Customer Insights: Ground Agents in Customer Insights & Boost Engagement with Copilot-Powered Conversational Text Messages
11:25
10 min
Customer Service: Shadow Mode for Case Management Agent & Simulate Case-Resolution Flows Before Production
11:35
5 min
Field Service: Optimise Multiple Resources with Scheduling Operations Agent & Move Bulk Bookings by Offset or to a New Resource
11:40
5 min
Project Operations: Analyse Project Plans with Multiple What-If Scenarios
11:45
5 min
Your Questions Answered – Live Q&A with Our CRM Specialists
Your Hosts
Meet the Speakers
Jay Tahasildar
Managing Director
Mercurius IT
Jay leads Mercurius IT’s Dynamics 365 practice across ERP and CRM, with 500+ implementations delivered for UK businesses. He will cover how the CRM Wave 1 updates fit into the broader D365 roadmap and which changes are worth prioritising now.
Companial Partner of the Year 4x
CRM Strategy Advisor
Sri Vaishnavi Rampalli
Consultant, Microsoft Dynamics 365 CRM
Mercurius IT
Hands-on Dynamics 365 CRM expertise focused on practical adoption of new capabilities across customer engagement applications.
D365 CRM Specialist
Customer Engagement
Atush Rohan
Director, D365 CRM & Power Platform Practice
Mercurius IT
Leads CRM and Power Platform delivery with a focus on scalable automation, adoption, and measurable outcomes across sales and service processes.
CRM Practice Lead
Power Platform Expert
Don't Miss It
One Session That Could Change How Your Team Uses Dynamics 365 CRM
Free to attend. No upsell. Just 50 minutes of practical, demo-led insight into what Dynamics 365 CRM Wave 1 2026 can do for your sales, service, and field teams.
Wednesday, 22 April 2026
11:00 – 11:50am BST
Recording sent to all registrants if you can't attend live
Ideal For
Sales Directors and Sales Managers Customer Service and Operations Leaders Field Service Teams and Dispatchers Marketing and Customer Insights Teams Project and Delivery Managers
Sales Directors and Sales Managers Customer Service and Operations Leaders Field Service Teams and Dispatchers Marketing and Customer Insights Teams Project and Delivery Managers