Uploaded June 2025 | Updated September 2026, 1 day ago
Watch the audio description version: youtu.be/YdEwnjqugvo
Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for service reps in their flow of work. Without costly development time, organizations can simply point to their data and, within a few minutes, unlock generative AI-powered conversations across their knowledge bases. Service reps can tap into this knowledge from tools they use every day like Outlook, Teams, and other desktop software of choice. Key capabilities include:
- Ask questions about cases and contacts, and generate case summaries—directly from CRM data.
- Summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records.
- Browse and update CRM records during meetings that can all be saved to CRM systems directly from Teams.
- Enable generative AI-powered conversations across knowledge sources embedded in service rep desktop experiences, with pre-built integrations for Salesforce and ServiceNow.
Learn more: https://msft.it/6052WRVUr
#Microsoft #MicrosoftDynamics365
Watch the audio description version: youtu.be/YdEwnjqugvo
Copilot for Service unlocks an organization’s trusted knowledge to accelerate onboarding and case resolution, improve efficiency, and automate tasks for service reps in their flow of work. Without costly development time, organizations can simply point to their data and, within a few minutes, unlock generative AI-powered conversations across their knowledge bases. Service reps can tap into this knowledge from tools they use every day like Outlook, Teams, and other desktop software of choice. Key capabilities include:
- Ask questions about cases and contacts, and generate case summaries—directly from CRM data.
- Summarize and draft emails, access case summaries, browse and update CRM records, and schedule meetings informed by case summaries and other relevant information from CRM records.
- Browse and update CRM records during meetings that can all be saved to CRM systems directly from Teams.
- Enable generative AI-powered conversations across knowledge sources embedded in service rep desktop experiences, with pre-built integrations for Salesforce and ServiceNow.
Learn more: https://msft.it/6052WRVUr
#Microsoft #MicrosoftDynamics365
