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Dynamics 365 Customer Service - Planning group support in Forecast scenario
MC1456418 · build prod-20251231-200323
Category
stayInformed
Severity
normal
Major change
False
Last modified
2026-08-17 12:32:09
Summary source
Azure OpenAI (gpt-4.1)
Action by (Graph)
Action by (AI)
2026-08-31 00:00:00
Services
Dynamics 365 Apps
Tags
New feature
Master tags
Admin
Roadmap IDs

One-line summary

Planning group support for forecasting in Dynamics 365 Customer Service/Contact Center will reach general availability on August 31, 2026, enabling easier and more accurate scenario management.

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Body (from Message Center)

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.

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