April 2026: 29 new features across Sales, Rental, Service, and AI
TL;DR
The April 2026 release of A365 ships 29 new features that extend AI into deal management and rental availability, deepen sales-to-service integration with PDI workflows, and give mechanics better information and execution control in the field, with three new AI capabilities now in the platform.
Automotive, trucks & buses, and equipment businesses run complex operations across sales, rental, service, parts, and contracts. When those processes require manual handoffs or separate system logins, speed and accuracy suffer. The April 2026 release closes more of those gaps directly
AI in this release: three features, live in operational workflows
DriveAI
AI-driven actions for quote generation and order creation
For: Sales teams and Deal managers
Generating a quotation or confirming a sales order from a Deal has always required manual steps inside Finance and Operations. With this release, AI agents can trigger both actions using standardized endpoints: generating a quotation journal or confirming it to create a sales order, using only the company and Deal number as input. Validation, error handling, and security are built in
- Generate quotation journals for a Deal via AI action
- Confirm quotations and create sales orders via AI action
- Connects to agent-based automation and external integrations
Agents handle the quote-to-order steps, with a review point before an order is committed. Validation, error handling, and security are built in.
DriveAI
AI actions to inquire about rental availability
For: Rental operations teams and system integrators
Checking whether a device, item, class, or model is available for rental has required direct access to Finance and Operations. A new AI action makes rental availability queryable from outside F&O, at any level of granularity, using natural language inputs alongside system identifiers, and is compatible with the Dynamics 365 ERP MCP server.
- Query availability by rental device, item, class, or model
- Natural language inputs supported alongside system IDs
- MCP server is compatible for agent-based workflows
Availability data becomes a live, queryable resource, accessible through the tools your teams are already using.
DriveAI
AI-enabled device search with enhanced partial matching
For: Operations teams and system integrators
The device search AI action introduced in March has been extended with partial input matching and multi-record results. Agents can now find device information quickly even with incomplete inputs, making it easier to locate the right device across large fleets without an exact identifier to start from.
- Partial input matching for faster, more flexible device lookups
- Returns multiple relevant records per search
- API-based AI actions for use with external tools and MCP server
Device data gets easier to reach, with or without an exact ID.
What changed and why it matters
A365 Sales
For: Sales leaders and deal managers
PDI and pre-delivery service from the trade specification
Pre-delivery inspection and service have historically been disconnected from the sales record. With this release, Sales Representatives can initiate Service Appointments and Inspections directly from Trade Specifications. When a quotation is confirmed and converted to a sales order, all PDI and PDS references carry over automatically. Service Managers can define default Appointment Types and Checklist Types to standardize the process across the business.
Sales and Service now share the same record. Readiness is tracked, not assumed.
A365 Sales
For: Sales teams and deal managers
Invoice journals visible on deals
Invoice history has lived in F&O, separate from the Deal. Invoice journals are now visible directly on the Deal form, showing invoice date, number, amount, and due date. Printouts can be opened or emailed directly from the Invoice Journals section, the same way quotation history works today.
The full commercial picture of a deal, in one place.
A365 Rental
For: Rental operations managers
Second rental device for a new trade cycle
When a device re-enters the rental fleet under a new trade cycle, a second rental device can now be created. This keeps the two lifecycles cleanly separated for cost, revenue, and utilization reporting. The fixed asset number is now stored directly on the rental device rather than displayed from the device record, enabling accurate profitability reporting per lifecycle.
Each lifecycle tells its own story.
A365 Service Center
For: Workshop planners and service managers
Flexible job confirmation for mechanics
Service Managers can now configure whether mechanics are allowed to complete jobs and job details without prior approval. Completed work is flagged for advisor review before posting, balancing execution speed with governance.
Field work keeps moving. Oversight stays in place.
A365 Workshop Mechanic
For: Field and workshop mechanics
Service appointment overview and notes in mechanic apps
Mechanics now have a single overview of their appointment covering service orders, bookings, progress, and notes, without navigating across screens. Internal and external notes are accessible and filterable by WBS element. Mechanics can edit or delete their own notes while retaining visibility into notes created by others.
The right information, before the work starts.
A365 Contracts
For: Contract managers and finance teams
Contract item setup per product dimension
Contract item selection has operated at item level only. Users can now define Contract item setup using product dimensions: configuration, size, color, style, and version, giving more precise control over how contract items are matched to devices. When creating a contract from a device, the system finds the best match using item and dimensions first, falling back to item-only if no dimension match exists. The feature is controlled by a new parameter in Contract management.
The right contract item, matched to the right device configuration automatically.
Also in this release
Across the platform
Sales
Controlled deletion of sales order lines linked to deal devices, trade-in inventory value aligned to adjusted offer price, custom report templates for quotations and invoices.
Rental
Rental availability AI action, reservation handling enhancements, transport order visibility on devices and rental devices.
Service Center
Warehouse assignment handling, auto-release of operations and items during job type release, cancellation of service appointments with procurement references, batch execution for Change Work Order Group.
Field Mechanic
Flexible warehouse defaulting for material consumption and returns, service appointment overview and summary, and flexible job confirmation without prior approval.
Contracts
Contract origin included in summary invoicing, product dimension support for contract item setup.
Device Management
Fixed asset reference control on device disposal, transport order visibility from device and rental device forms.
Parts
Bill of materials support in external catalog search, company-specific price access controls via price scope groups.
Platform
Foundation for remanufactured item handling in Service Center, option to create service appointments from device forms.
Technical Terms Used In This Release
| MCP | Model Context Protocol: an open standard that allows AI agents and external tools to query and interact with data sources like A365 using structured API calls. |
| PDI | Pre-Delivery Inspection: a structured quality check carried out on a device before it is handed over to a customer, ensuring it meets agreed specifications. |
| WBS | Work Breakdown Structure: the hierarchical breakdown of a service appointment into service orders, jobs, and job details. |
Frequently asked questions
What is new in the A365 April 2026 release?
The April 2026 release ships 29 new features across Sales, Rental, Service Center, Contracts, and AI. Key additions include three new DriveAI capabilities for quote generation, rental availability queries, and enhanced device search, plus PDI workflows from trade specifications, invoice journals on deals, a second rental device for new trade cycles, and flexible job confirmation for mechanics.
What are the new DriveAI features in April 2026?
There are three new DriveAI features: AI-driven actions for quote generation and order creation, which allow agents to generate quotation journals and confirm sales orders from a Deal; AI actions to inquire about rental availability by device, item, class, or model using natural language; and enhanced device search with partial input matching and multi-record results. All three build on Microsoft Copilot, Power Platform, and Dataverse.
What Sales features are included in the April 2026 release?
April 2026 Sales features include PDI and pre-delivery service initiated from trade specifications, invoice journals visible directly on deals, AI-driven actions for quote generation and order creation, controlled deletion of sales order lines linked to deal devices, trade-in inventory value aligned to adjusted offer price, and custom report templates for quotations and invoices.
What Rental features are included in the April 2026 release?
April 2026 Rental features include the ability to maintain a second rental device for a device with a new trade cycle, AI actions for rental availability queries, enhancements to rental reservation handling, and improved transport order visibility on devices and rental devices.
Is A365 built on Microsoft Dynamics 365?
Yes. A365 is built on Microsoft Dynamics 365, and DriveAI builds on Microsoft Copilot, Power Platform, and Dataverse, so AI capabilities run inside the same Dynamics 365 environment teams already use.
29 Features
7 Enhancements
50 Fixes
This release continues closing the gaps that create manual work, disconnected decisions, and operational delay across the value chain. A365 gets sharper with every release.
