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Important
This content is archived and is not being updated. For the latest documentation, go to Welcome to Microsoft 365 Copilot for Service. 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 | 
Mar 28, 2025 |
- |
Business value
This feature empowers businesses that use third-party CRM solutions to leverage the capabilities of Copilot for seamless operations. By enabling AI-powered insights and automation, organizations can:
- Enhance customer relationship management.
- Automate repetitive tasks to help save time and reduce errors.
- Gain actionable insights to improve decision-making tasks.
- Provide faster and more personalized responses to customers.
Feature details
Copilot can now be embedded into third-party CRM systems to help businesses streamline their operations and deliver better customer experiences. Key functionalities include:
Data integration: Copilot connects to third-party system data securely, allowing users to query and retrieve information like customer details, order history, or case status.
Seamless setup: Use plugins to easily configure and extend Copilot within non-Microsoft CRM environments. Admins can set up the plugins easily using the admin center.