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Share records when composing emails in Outlook

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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, automatically - Nov 2024

Business value

To ensure teams are engaged on the right record, you can now mention recently used Copilot for Sales records right within the Outlook email experience. This will make it easy to find and show a rich embedded adaptive card to the recipients. Typing the forward slash (/) key followed by the name of the record automatically completes a CRM record name and adds it to the email.

Feature details

Sharing records is turned off by default, but CRM administrators can turn them on within the Copilot for Sales settings in Outlook, Teams, or other Microsoft 365 applications.

You will be able to leverage the existing Outlook forward slash (/) support to show a dialog box with recently used Copilot for Sales CRM records. As you interact with Copilot for Sales, those records will be added to the available list to be shown within Outlook emails for quick access. Once selected, a rich adaptive card shows the CRM record information for quick access.

Recipients of the adaptive card will only see details if they have CRM access to the CRM record. The adaptive card will auto-refresh to show any changed CRM content, keeping the card from showing any stale data.

This capability is available in:

  • Copilot for Sales product area: Microsoft Outlook

Sharing records in Outlook can be enabled for the organization from within the Forms settings.

Share recently used records using the forward slash key within emails.

Shared records will expand into rich adaptive cards with an AI summary.