Browse and update CRM records during Teams meetings
Important
This content is archived and is not being updated. For the latest documentation, go to Microsoft Copilot for Service overview. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 26, 2024 |
Apr 2024 |
Business value
When agents talk to customers, having access to all the information about the customer makes it easier to serve them.
Feature details
While in a meeting, agents will have access to Microsoft Copilot for Service, enabling them to do the following:
- Access all the CRM records related to the customer.
- Edit CRM records, like case or contact details, from Microsoft Teams.
- Link to open CRM records from Microsoft Teams.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States