Show AI-generated entity summaries when sharing CRM records
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Apr 15, 2024 |
Business value
As a seller, you can quickly access key information about CRM records without leaving your flow of work. With access to real-time data and insights, you can collaborate efficiently on the most important activities.
Feature details
Sellers can share CRM records as adaptive cards with colleagues within a Teams conversation or an Outlook email. These cards now contain an AI-generated summary of the record along with the field data. This will allow colleagues to quickly catch up on the details of the record within their flow of work. This section won't be shown if Copilot features are disabled for your organization.
