Start a linked chat from co-presence in a record

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Jul 20, 2022 - Sep 30, 2022

Business value

Business users can start a chat directly with other team members who are active on the record.

Feature details

With this release, business users can:

  • Get a view of other members who are active on the record.
  • Start a linked chat directly with members who are active on the record.
  • Get context next time when they are working on the record.

See also

Start a linked chat with other online members (docs)