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View a case summary in the side pane during a Teams meeting

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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, automatically - Jun 30, 2024

Business value

Agents can quickly catch up on details about a case while they're in a meeting with the customers instead of having to go to the CRM system.

Feature details

Copilot for Service lets agents view a case summary when meeting with a customer. This feature offers the following benefits:

  • The case summary will be visible in the Copilot for Service pane during the meeting.
  • The summary will be of the case associated with the meeting.

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 in Teams with Copilot for Service (docs)