Provide case summary to agents in Outlook

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.

Enabled for Public preview General availability
Users by admins, makers, or analysts Feb 26, 2024 Apr 26, 2024

Business value

Accessing the case summary as they work on emails from customers helps agents catch up to the case and customer issues.

Feature details

With Copilot for Service, agents can access case summaries as they work on emails from customers.

Through Copilot for Service, agents can:

  • Access a summary for the case associated with the email conversation they're in.
  • Save the case summary to the CRM system.

Case summary in Outlook

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

View a case summary with Copilot for Service (docs)