MC1456408: Dynamics 365 Customer Service and Contact Center Add Planning Group Support to Adherence Historical Analytics

MWPRO IMPACT SCORE
OPERATIONAL IMPACT
24
0 25 50 75 100
LOW IMPACT • MONITOR ONLY
Recommended Action:
No immediate action needed. Keep this on your radar.
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Primary Audience

Microsoft 365 AdminsPower Platform AdminsIT ManagersService Owners
Why this score?
AI Confidence
HIGH
Enough detail is available to trust this assessment.
Assessment Reasoning
The feature adds a planning group filter to adherence historical analytics in Dynamics 365 Customer Service and Contact Center. Admins may need to review Workforce Management package installation and ensure planning groups are set up for meaningful reporting, but the announcement states no action is required. Impact is mainly operational awareness for reporting teams with minimal urgency and light configuration effort if they choose to use the feature. End users are unaffected except indirectly through performance reporting.
30
🛡️ Admin Impact
15
👥 User Impact
20
Urgency
25
🔧 Effort
ℹ️ WHAT YOU NEED TO KNOW
📌

AT A GLANCE

Adherence historical analytics is adding a planning group filter, giving managers more flexibility in historical workforce analysis.
👥

END USERS

No major end-user change expected.
🛡️

IT ADMINS

No immediate admin action required.
📅

ROLLOUT TIMELINE

Upcoming:
31 August 2026

📢 Official Microsoft Message Center Announcement


Dynamics 365 Customer Service and Dynamics 365 Contact Center – Planning group support in Adherence historical analytics
Message ID: MC1456408 (Updated)
We are announcing planning group support in Adherence historical analytics 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?
This feature enables workforce managers to scope historical analysis to the groups that matter for a given question and compare adherence across groups on the same time period. To use Workforce Management capabilities, an administrator must install the Workforce Management for Customer Service package from the Power Platform admin center.

The adherence historical analytics report includes a planning group filter, which works alongside the report’s existing filters, so managers can combine group scope with a date range and other report parameters in a single view. Representatives are associated with planning groups through their scheduled shifts, keeping historical reporting aligned with the shift plans that drive adherence calculation. Planning groups must be configured, with representatives assigned, before the filter returns results.

This capability will be available in the Copilot Service workspace under Workforce management.

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 Use the adherence history report.

Source: Microsoft Message Center • Analysed by MWPro

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