Edit a CRM record

  1. Open the Sales Copilot pane and select the Dynamics 365 or Salesforce tab.

  2. Select a record you want to edit.

  3. In the record's details cards, select More actions (...) > Edit record.

    Screenshot showing the Edit record icon.


    The option to edit a record is available only when it is enabled by your administrator. More information: Configure editing of records and fields

  4. Update the details as needed and select Update Dynamics 365 or Update Salesforce.