Generate summaries of emails, save to your CRM
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.
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 26, 2024 |
Apr 2024 |
Business value
With Copilot for Service, agents don't have to read through long email conversations and threads and can get email summaries to quickly catch up on the conversations.
Feature details
- Copilot for Service provides an email summary in Outlook capturing all the important information required for agents to understand the context of the case they're working on.
- The generated summary can be saved to your connected CRM system. Agents can access the information in the CRM system as well.
Geographic areas
This feature will be released into the following Microsoft Azure geographic area:
- United States