Prepare for customer 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
Agents can prepare for customer meetings and have the relevant details about the associated case ahead of time in the meeting invites.
Feature details
This feature offers the following capabilities:
- Access to Copilot for Service in meeting invites.
- Summary of the case associated with the meeting.
- Access to view and edit CRM records, such as contacts and accounts.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States