Features released to market: 83

Dynamics 365 Customer Service 2024 release wave 2

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Features included in release plans: 91
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Upcoming features included in release plans: 13
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Features released to market: 83
Change history
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Archived
Features released on or before: Mar 31, 2024

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Business Value

The new modern rich text editor gives you a fresh look and customization options to help your users work more efficiently and productively. With feature enhancements such as a modern design, dark mode, high-contrast themes, and Copilot capabilities, users can improve their text editing capabilities. The modern rich text editor aligns with the intuitive user interfaces that users know from Microsoft Office 365 products, including Outlook, Word, and OneNote. Additionally, users can customize the modern rich text editor to fit their needs.

Feature Details

The new modern rich text editor provides improved functionality and customizations. It aligns with the familiar and intuitive interfaces of Microsoft applications such as Outlook, Word, and OneNote. This new text editor uses a modern design, dark mode, high contrast themes, and Copilot functionality to enhance your text editing capabilities. Users and organizations can customize the new modern experience to fit their specific needs.

You can add the modern rich text editor to a model-driven app or use it in Dynamics 365 apps. It's on by default and doesn't require admin configuration. However, to use the modern rich text editor, you must enable it in Power Apps if you're currently using the classic experience.

Enabled for:

Users, automatically
Users

    Change history
    Timelines:
    Early Access: ---
    Public preview: ---
    General availability: May 2, 2025
    Last updated: Aug 07, 2025

    Included in:
    2025 release wave 1

    Enabled for:
    Users, automatically

    Business Value

    Customers work in many different lines of business, and each line of business needs its own application. With separate applications for each line of business, customers can create unique experiences for different business segments. When you enable the multisession functionality for representatives who use custom model-driven apps, you give organizations the ability to create multiple specialized workspace applications that fit their specific business requirements. By bringing this browser-like experience to custom apps, organizations keep their unique business processes while giving agents the efficiency benefits of concurrent session management.

    Feature Details

    When you use the create multisession apps enhancement, administrators can turn on multisession capabilities for custom model-driven applications. With this feature, customer service representatives can manage multiple customer interactions at the same time within a single application. Representatives can handle several cases, conversations, and other activities without switching between apps. This capability greatly improves productivity.

    Enabled for:

    Users by admins, makers, or analysts
    This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
      Note:
      • The author created this article with assistance from AI. Learn more

      Change history
      Timelines:
      Early Access: ---
      Public preview: Apr 30, 2025
      General availability: Oct 2025
      Last updated: Aug 07, 2025

      Included in:
      2025 release wave 2
      2025 release wave 1

      Enabled for:
      Users by admins, makers, or analysts

      Business Value

      With this enhancement, administrators can quickly find and verify user experience profile assignments in the Copilot Service admin center (CSAC) through a new search feature. By removing the need to manually search through multiple interfaces or records, this feature streamlines administrative workflows, reduces troubleshooting time, and enables more efficient user management. This search capability helps administrators quickly make sure that the right users have the correct profile assignments.

      Feature Details

      Administrators can use new search functionality in the Copilot Service admin center to quickly find and verify user experience profile assignments. This capability shows how specific users get experience profiles in Dynamics 365 Customer Service and Dynamics 365 Contact Center. You see if the assignment is direct, default, rule-based, or rank-based. By removing the need to manually search through multiple interfaces or records, this feature streamlines administrative workflows, reduces troubleshooting time, and enables more efficient user management.

      Enabled for:

      Admins, makers, marketers, or analysts, automatically
        Note:
        • The author created this article with assistance from AI. Learn more

        Change history
        Timelines:
        Early Access: ---
        Public preview: ---
        General availability: Apr 30, 2025
        Last updated: Aug 07, 2025

        Included in:
        2025 release wave 1

        Enabled for:
        Admins, makers, marketers, or analysts, automatically

        Business Value

        The new Fluent 2 design theme in Copilot Service enhances the user experience. This implementation ensures branding consistency. It also provides a modernized look and feel.

        Feature Details

        The Copilot Service workspace application has a modern, more visually appealing user interface.

        The new functionalities of the workspace enhance usability. They make the product easier to navigate and more intuitive for users.

        Some changes from the modernization include the following features:

        • Customer service representatives benefit from an improved look and feel of the Copilot ask-a-question feature in the Copilot Service workspace and Dynamics 365 Contact Center apps. Updates include a larger message input field and relocated icons. 
        • The inbox has a new island-type user interface with rounded edges to give it a modern look and feel.
        • Service representative scripts in the productivity tools feature updated states, icons, and components to enhance the visual appeal and provide a more delightful user experience.
        • The timeline is a pivotal control that needs a modernized look to meet the evolving needs of users. A modernized user interface in Dynamics 365 improves efficiency, visibility, and user satisfaction by providing a faster, cleaner, and more interactive experience.
        • Voice controls have a refreshed look that makes it easier for service representatives to navigate controls with efficiency. The new, modern user interface is available for both inbound and outbound calls. It provides a better experience and makes the controls easier to use.

        Enabled for:

        Users, automatically
          Note:
          • The author created this article with assistance from AI. Learn more

          Change history
          Timelines:
          Early Access: ---
          Public preview: ---
          General availability: Apr 30, 2025
          Last updated: Aug 07, 2025

          Included in:
          2025 release wave 1

          Enabled for:
          Users, automatically

          Business Value

          When service representatives personalize case views, they create case views that work best for them in the inbox. With these customized case views, service representatives can boost their productivity and organize their work more efficiently.

          Feature Details

          When you use personalized case views, your service representatives can create inbox case views that help them organize their work in the way that works best for them.

          Personalized case views include the following steps:

          1. Admins create personal views on a grid page for the case entity.
          2. Service representatives add the personal views to the inbox from the case grid.
          3. Service representatives see the personal views in the inbox.

          Enabled for:

          Users by admins, makers, or analysts
            Note:
            • The author created this article with assistance from AI. Learn more

            Change history
            Timelines:
            Early Access: ---
            Public preview: ---
            General availability: Apr 7, 2025
            Last updated: Aug 07, 2025

            Included in:
            2025 release wave 1

            Enabled for:
            Users by admins, makers, or analysts

            Business Value

            This feature addresses a critical extensibility gap for Unified Service Desk customers migrating to a Customer Service workspace by introducing custom macros with JavaScript execution capabilities. By enabling administrators to integrate third-party applications and create specialized actions through JavaScript files stored as Dataverse web resources, organizations can maintain their existing workflows and investments in external tools. This enhancement eliminates barriers to Customer Service workspace adoption. It reduces migration friction, preserves customized business processes, and lets customer service representatives work efficiently within a single interface.

            Feature Details

            With this enhancement, administrators can extend the Customer Service workspace functionality through a new Execute JavaScript macro action type (Custom Macros). This enhancement addresses a critical gap for Unified Service Desk customers who rely on third-party integrations.

            By uploading JavaScript files as Dataverse web resources, organizations can create specialized actions that go beyond the standard offerings. The addition of parameter customization provides extra flexibility for complex scenarios. With this enhancement, businesses can keep their existing workflows and investments in external tools while transitioning to a Customer Service workspace.

            Enabled for:

            Users by admins, makers, or analysts
              Note:
              • The author created this article with assistance from AI. Learn more

              Change history
              Timelines:
              Early Access: ---
              Public preview: Apr 1, 2025
              General availability: ---
              Last updated: Aug 07, 2025

              Included in:
              2025 release wave 1

              Enabled for:
              Users by admins, makers, or analysts

              Business Value

              The performance of Copilot depends on the quality of knowledge it accesses. With this feature, you can connect to different knowledge management platforms without ingesting content into the Dynamics 365 knowledge base. By expanding knowledge coverage, you improve the quality of Copilot responses and boost agents' experience and productivity.

              Feature Details

              By using Knowledge Hub in Microsoft Copilot Studio, Dynamics 365 Customer Service lets admins set up knowledge management platforms that go beyond the Dynamics 365 knowledge base. This setup makes Copilot responses more relevant and useful.

              This cohesive, intuitive, and high-performing solution improves customers’ Copilot experience by searching, consolidating, and summarizing knowledge from multiple sources. To enable it, administrators select Knowledge Hub as a knowledge source option in the Customer Service admin center. They follow the instructions in the Knowledge Hub to configure their preferred knowledge sources. After configuration, the new knowledge source content powers the Copilot experience in Dynamics 365 Customer Service.

              Enabled for:

              Users by admins, makers, or analysts
                Note:
                • The author created this article with assistance from AI. Learn more

                Change history
                Timelines:
                Early Access: ---
                Public preview: Dec 20, 2024
                General availability: ---
                Last updated: Aug 07, 2025

                Included in:
                2024 release wave 2

                Enabled for:
                Users by admins, makers, or analysts

                Business Value

                The modernized rich-text editor gives you advanced editing capabilities for a better authoring experience. Users can customize the editor's appearance, features, and behavior.

                Feature Details

                The rich text editor control is a lightweight, HTML-based editor that's built on the popular CKEditor. It lets you create, paste, and edit formatted text in your model-driven apps.

                You can customize the editor. To format text in the editor, use the editor toolbar, insert HTML tags, or paste formatted text from other applications, like a web browser or Microsoft Word.

                As part of this advancement, we’re phasing out the current rich text editor and integrating its capabilities into the modern rich text editor.

                Enabled for:

                Users, automatically

                  Change history
                  Timelines:
                  Early Access: ---
                  Public preview: ---
                  General availability: Oct 31, 2024
                  Last updated: Aug 07, 2025

                  Included in:
                  2024 release wave 2

                  Enabled for:
                  Users, automatically

                  Business Value

                  When service representatives refresh their browser windows while in the Customer Service workspace, they expect all previously opened sessions and tabs to appear. Current functionality requires that users reopen their sessions and tabs one by one. This usability improvement saves time and helps service representatives be more productive.

                  Feature Details

                  When users work in the Customer Service workspace, they expect a refreshed browser to reload the sessions and tabs they opened.

                  Current experience

                  Currently, if a user refreshes or reconnects a browser in the Customer Service workspace, the app reloads only the home page. Users need to reopen any other tabs or sessions, such as calls, cases, chats, and messages. The app forces this manual reload in any of the following scenarios:

                  • Slow browsers due to memory issues.
                  • Microphone or headset issues.
                  • Network issues.
                  • Accidental or intentional closing of a browser tab or the browser.

                  New experience with session restore

                  In the new experience, the browser automatically restores the following items when it refreshes:

                  • Entities, such as cases and accounts, and their application tabs.
                  • Focus to the last session or app tab that users viewed.
                  • After the user's presence reloads, the browser restores conversations such as calls and chats.

                  New experience callouts

                  Be aware of the following caveats when using the new browser refresh experience:

                  • The order of session tabs might change.
                  • The browser refresh experience reloads only the latest updated browser sessions and tabs when multiple browser sessions and tabs are open.
                  • The browser refresh experience doesn't support cross-browser functions. For example, it doesn't support refreshing from Edge to Chrome.
                  • The browser refresh experience restores the productivity pane state and focus but doesn't restore the productivity tool state.
                  • The browser refresh experience restores chats, calls, and other generic sessions only after the user presence reestablishes. There is a delay in this functionality when compared to the restoration of other sessions and tabs.

                  Enabled for:

                  Users by admins, makers, or analysts
                    Note:
                    • The author created this article with assistance from AI. Learn more

                    Change history
                    Timelines:
                    Early Access: ---
                    Public preview: Oct 1, 2024
                    General availability: Oct 2025
                    Last updated: Aug 07, 2025

                    Included in:
                    2025 release wave 2
                    2024 release wave 2

                    Enabled for:
                    Users by admins, makers, or analysts

                    Business Value

                    The enhanced attachment experience lets agents drag and drop attachments in emails, so they save time and get more done. If agents forget to include an attachment after mentioning it in the email subject or body, the system sends a reminder.

                    Feature Details

                    With the enhanced email attachment experience, agents can:

                    • Add attachments by dragging and dropping them to the email.
                    • Copy attachments from one or more emails and paste them to another email.
                    • Download and attach an email as an attachment to another email.
                    • Bulk download and delete attachments.
                    • See the attachment size in the appropriate units.
                    • Toggle between the tile and grid views.
                    • Export attachment details to Excel.
                    • Receive reminders to add attachments.
                    • Add attachments before saving an email.
                    • Add previously used attachments.

                    Enabled for:

                    Users, automatically

                      Change history
                      Timelines:
                      Early Access: ---
                      Public preview: ---
                      General availability: Oct 1, 2024
                      Last updated: Aug 07, 2025

                      Included in:
                      2024 release wave 2

                      Enabled for:
                      Users, automatically

                      Business Value

                      Agents can get knowledge base article previews from global search without opening the article in the knowledge authoring experience. This capability saves agents time and reduces their cognitive load.

                      Feature Details

                      As an administrator, enable this option for your agents in the Customer Service admin center. When you enable this option, agents can view knowledge base article previews from global search without opening the knowledge authoring form experience. This feature saves agents time and gives them a simpler and faster way to read knowledge articles through global search.

                      Enabled for:

                      Users by admins, makers, or analysts

                        Change history
                        Timelines:
                        Early Access: ---
                        Public preview: ---
                        General availability: Oct 1, 2024
                        Last updated: Aug 07, 2025

                        Included in:
                        2024 release wave 2

                        Enabled for:
                        Users by admins, makers, or analysts

                        Business Value

                        Agents must upload attachments one at a time. To open an attachment, they search for it in the case timeline. Because of this process, agents need intuitive controls on the case form to easily find and access relevant information. With these controls, agents can perform operations efficiently.

                        When you add enhanced case form controls to the default case form, Case for multisession experience in the Customer Service workspace application, agents can easily upload and view multiple attachments. They can use color-coded icons to quickly identify fields during case creation. These enhancements simplify daily case management tasks, reduce effort, and increase productivity.

                        Feature Details

                        With this enhancement, the out-of-the-box case form in the Customer Service workspace, Case for multisession experience, enables agents to perform the following actions by default:

                        • View and upload multiple attachments directly to the case.
                        • Access all the attachments related to a case in a consolidated view.
                        • Quickly get up to speed on the activities due on the case.
                        • Identify case fields with color-coded icons through the Option set wrapper control.
                        • Quickly identify the queue for the case and edit the Workedby field with the Queue item control.

                        The Customer Service workspace application enables all these capabilities by default on the out-of-the-box case form, Case for multisession experience.

                        Enabled for:

                        Users, automatically

                          Change history
                          Timelines:
                          Early Access: Aug 12, 2024
                          Public preview: ---
                          General availability: Oct 1, 2024
                          Last updated: Aug 07, 2025

                          Included in:
                          2024 release wave 2

                          Enabled for:
                          Users, automatically

                          Business Value

                          Case grids that show agents' active cases with color differentiators for columns like priority and origin, and information like next SLA, last interaction, escalated status, and case age, help agents prioritize cases that need the most attention. Agents can also go directly to the latest interaction on the case. This capability improves agents' productivity when they work on cases.

                          Feature Details

                          With the improved case grids, agents can do the following tasks:

                          • View icons for priority and the origin channel, and avatars for the assigned agents.
                          • View key data such as case age, next SLA breach, IsEscalated status, and latest activity in the Enhanced Active Cases view.
                          • Use quick navigation to the latest activity to respond to the latest communication.

                          By default, all customers get the improvements to the case grid. Administrators can turn on editing functionality with the control to let agents edit information directly on the grid.

                          Enabled for:

                          Users, automatically

                            Change history
                            Timelines:
                            Early Access: Aug 12, 2024
                            Public preview: ---
                            General availability: Oct 1, 2024
                            Last updated: Aug 07, 2025

                            Included in:
                            2024 release wave 2

                            Enabled for:
                            Users, automatically

                            Business Value

                            The sitemap in the Customer Service workspace application doesn't show recent and pinned records. This limitation creates a usability gap when users move from the Customer Service Hub app to the Customer Service workspace app. With this enhancement, users see the same recent and pinned records, so they get a consistent experience.

                            Feature Details

                            The multisession app now shows recent and pinned records in the sitemap. This feature helps users be more productive when they return to the same records after starting the multisession app. It also helps users switch between single session and multisession apps.

                            Enabled for:

                            Users by admins, makers, or analysts
                              Note:
                              • The author created this article with assistance from AI. Learn more

                              Change history
                              Timelines:
                              Early Access: ---
                              Public preview: Aug 1, 2024
                              General availability: Oct 1, 2024
                              Last updated: Aug 07, 2025

                              Included in:
                              2024 release wave 2
                              2024 release wave 1

                              Enabled for:
                              Users by admins, makers, or analysts

                              Business Value

                              While working on a case, customer service agents review case details, the customer's recent cases, and interaction history. They communicate with the customer through various channels. They also spend time researching offline, collaborating with peers, and taking notes on the case. When the system automatically captures the time agents spend on a case, agents don't need to enter it manually. Agents can view the automatically calculated case time and add any buffer time as time logs that the calculation didn't account for. This process helps ensure the accuracy of time logged on the case.

                              When agents view case handling time for each case, they can measure the actual amount of time they spend actively working on the case. Supervisors can use this information to calculate average case handling time. They use this data to forecast agent staffing needs and achieve better efficiency. With this information, supervisors can plan their staffing to meet customer needs while optimizing operational costs.

                              Feature Details

                              Agents and supervisors can view case handling time for each case. Key capabilities include:

                              • Automatic time: The system captures automatic time while the case form is in focus. This feature captures scenarios such as the agent reviewing the case details or case timeline, or performing any operations while the case form is open in the background.
                              • Agent input: Agents enter the time they spend on individual activities.
                              • Buffer time: Agents add buffer time as time logs manually on a case to cover any unaccounted efforts they spend on the case that the system doesn't capture automatically.
                              • Case timer: The case form displays a case timer that shows automatic time, total time tracked by agents on individual activities, and any buffer time agents add as time logs.

                              Administrators can turn on this feature in the Customer Service admin center. For more information about adding the case handling time widget to case forms, see Configure case handling time widget to case forms.

                              Enabled for:

                              Users by admins, makers, or analysts

                                Change history
                                Timelines:
                                Early Access: ---
                                Public preview: Jul 31, 2024
                                General availability: Dec 31, 2024
                                Last updated: Aug 07, 2025

                                Included in:
                                2024 release wave 2
                                2024 release wave 1

                                Enabled for:
                                Users by admins, makers, or analysts

                                Business Value

                                The enhanced recipient experience offers an improved user experience in emails. You can configure recipients to display email addresses along with how their names appear in records. You can drag and drop recipients among the TO, CC, and BCC fields. You can view recipients' presence status and out-of-office messages. You can also bulk-resolve email addresses to Dynamics 365 records.

                                Feature Details

                                Agents can use the enhanced email recipient experience to compose emails. The following capabilities are available:

                                • Drag and drop recipients among the To, CC, and BCC fields.
                                • View recipients' email addresses along with their names.
                                • Easily resolve email addresses to Dynamics 365 records.
                                • View recipients' presence status and out-of-office messages.
                                • Block the resolution of an unresolved email address to Dynamics 365 records for a read-only email.

                                Enabled for:

                                Users by admins, makers, or analysts

                                  Change history
                                  Timelines:
                                  Early Access: ---
                                  Public preview: ---
                                  General availability: May 3, 2024
                                  Last updated: Aug 07, 2025

                                  Included in:
                                  2024 release wave 1

                                  Enabled for:
                                  Users by admins, makers, or analysts

                                  Business Value

                                  Organizations give customers the best service when agents can search for other agents to consult with based on their skills. This capability ensures that agents consult with or transfer calls to the best-suited agent.

                                  Feature Details

                                  During a conversation, when agents need to consult with other agents, they can now specify skills such as language, product knowledge, and proficiency to find suitable agents with the right expertise using the skills-based search. The system then displays agents who match the requirement, showing the agent's name, presence, and the skills that match. After the consultation, agents can transfer the conversation to the consulted agent.

                                  The redesigned UI for transfer and consult with skill-based filtering gives agents a seamless experience.

                                  Enabled for:

                                  Users, automatically

                                    Change history
                                    Timelines:
                                    Early Access: ---
                                    Public preview: ---
                                    General availability: Apr 12, 2024
                                    Last updated: Aug 07, 2025

                                    Included in:
                                    2024 release wave 1

                                    Enabled for:
                                    Users, automatically

                                    Business Value

                                    As an administrator, you can add your custom entity to the inbox and create inbox views in Dynamics 365 Customer Service. This feature gives you the flexibility to add and see results from the Inbox Views panel.

                                    Feature Details

                                    With this feature, you can add custom entities to the Inbox Views panel in the Customer Service workspace app in Dynamics 365 Customer Service.

                                    Bring your own entity feature:

                                    • Provides an admin-level configuration experience for the inbox.
                                    • Supports any entity that the Customer Service workspace app supports and enables within the inbox.
                                    • Lets agents manage all their work items from one central location.

                                    Enabled for:

                                    Users by admins, makers, or analysts

                                      Change history
                                      Timelines:
                                      Early Access: ---
                                      Public preview: ---
                                      General availability: Apr 8, 2024
                                      Last updated: Aug 07, 2025

                                      Included in:
                                      2024 release wave 1

                                      Enabled for:
                                      Users by admins, makers, or analysts

                                      Business Value

                                      With custom sort, users choose the attributes they want to sort by in the Dynamics 365 Customer Service inbox. Administrators set up custom sort in the Customer Service admin center app.

                                      Feature Details

                                      The custom sort feature in the Dynamics 365 Customer Service workspace app lets you customize how agents sort records. As an admin, you can set up the sort experience by entity type. This setup gives agents the flexibility they need to drill down into their inbox.

                                      You can choose how to arrange records in an inbox view by selecting the attributes you want.

                                      Enabled for:

                                      Users by admins, makers, or analysts

                                        Change history
                                        Timelines:
                                        Early Access: ---
                                        Public preview: ---
                                        General availability: Apr 8, 2024
                                        Last updated: Aug 07, 2025

                                        Included in:
                                        2024 release wave 1

                                        Enabled for:
                                        Users by admins, makers, or analysts

                                        Business Value

                                        You can create macros with the new macro action that boost agents' performance.

                                        Feature Details

                                        With this enhancement, administrators can use a new built-in macro action to create macros. This macro action reads the session context and sets the value in the next macro, so it improves agent productivity.

                                        Enabled for:

                                        Users by admins, makers, or analysts

                                          Change history
                                          Timelines:
                                          Early Access: ---
                                          Public preview: ---
                                          General availability: Apr 3, 2024
                                          Last updated: Aug 07, 2025

                                          Included in:
                                          2024 release wave 1

                                          Enabled for:
                                          Users by admins, makers, or analysts

                                          Business Value

                                          With custom card configuration, users choose their preferred attributes and look for the inbox card. Users add or remove attributes and customize the layout.

                                          Feature Details

                                          With custom card configuration, you can choose the attributes and the appearance for the inbox card.

                                          • Add or remove attributes from the inbox card.
                                          • Swap attributes in the inbox card layout.

                                          Enabled for:

                                          Users by admins, makers, or analysts

                                            Change history
                                            Timelines:
                                            Early Access: ---
                                            Public preview: ---
                                            General availability: Apr 1, 2024
                                            Last updated: Aug 07, 2025

                                            Included in:
                                            2024 release wave 1

                                            Enabled for:
                                            Users by admins, makers, or analysts

                                            Business Value

                                            When the header of the agent preview form includes the option to expand all or collapse all sections, agents can quickly access the information they need. This option streamlines their workflow and increases productivity.

                                            Feature Details

                                            As a customer service agent, you can search for and preview a knowledge article in the search results. If an article contains long text and multiple sections, it can be difficult to navigate and requires continuous scrolling. With this feature, agents don't need to expand each section individually when they view a knowledge article. They can expand or collapse all sections at once and view the entire content of the knowledge article.

                                            Enabled for:

                                            Users, automatically

                                              Change history
                                              Timelines:
                                              Early Access: ---
                                              Public preview: ---
                                              General availability: Apr 1, 2024
                                              Last updated: Aug 07, 2025

                                              Included in:
                                              2024 release wave 1

                                              Enabled for:
                                              Users, automatically

                                              Business Value

                                              With Quick save, agents can save their notes faster by selecting Ctrl+S on the keyboard. This functionality helps boost productivity and removes the need to use Save or Save and Close on the command bar.

                                              Feature Details

                                              Agents can boost their productivity by saving their notes faster with the Quick save feature (Ctrl+S) on the keyboard. Quick save on notes removes the need to go to Save or Save and Close on the command bar.

                                              This feature offers the following enhancements:

                                              • Pressing Ctrl+S on the keyboard no longer causes a full form refresh. You can quickly save a note and keep typing.
                                              • Visual feedback confirms that the record is saved.
                                              • Users can still select Save or Save and Close on the command bar if they want.

                                              Enabled for:

                                              Users by admins, makers, or analysts

                                                Change history
                                                Timelines:
                                                Early Access: ---
                                                Public preview: Apr 1, 2024
                                                General availability: Apr 5, 2024
                                                Last updated: Aug 07, 2025

                                                Included in:
                                                2024 release wave 1

                                                Enabled for:
                                                Users by admins, makers, or analysts

                                                Business Value

                                                Agents can access recently viewed knowledge articles so they can review and use the articles across similar cases without searching for the keyword again. When agents use keyword search for knowledge articles in assisted support, they have higher productivity.

                                                Feature Details

                                                With this feature, knowledge search shows the recently accessed results for keyword searches that agents make. Currently, when an agent types a keyword, the search bar automatically starts displaying the nearest results to refer to for cases. Now, agents can find the most recently viewed articles across different cases without starting a search.

                                                Administrators must turn on this feature for agents.

                                                Enabled for:

                                                Users by admins, makers, or analysts

                                                  Change history
                                                  Timelines:
                                                  Early Access: ---
                                                  Public preview: ---
                                                  General availability: Apr 1, 2024
                                                  Last updated: Aug 07, 2025

                                                  Included in:
                                                  2024 release wave 1

                                                  Enabled for:
                                                  Users by admins, makers, or analysts

                                                  Business Value

                                                  With the monthly release, users get new and improved features when they're ready instead of waiting for a twice-yearly release.

                                                  Feature Details

                                                  Microsoft is changing the Customer Service apps to use the monthly channel instead of the semiannual channel. With this change, you get new features faster every month instead of waiting for the twice-yearly release. For features that ship in the monthly channel, see Monthly channel release notes for model-driven apps.

                                                  When you add the model-driven app release channel, you get the Auto, Monthly, and Semiannual values. The app release channel uses the Auto value if you don't explicitly select Monthly or Semiannual. With 2024 release wave 1, the app release channel value changes from Auto to Monthly for Customer Service apps. To continue using the semiannual channel, change the app release channel to the Semiannual channel before 2024 release wave 1 to keep the release channel behavior unchanged. You need to explicitly change any existing Dynamics 365 custom apps. With 2024 release wave 2, the release channel changes from Auto to the Monthly channel.

                                                  Enabled for:

                                                  Users, automatically

                                                    Change history


                                                    General availability date updated to Apr 2024 5/28/2024 12:00:00 AM
                                                    Timelines:
                                                    Early Access: Feb 5, 2024
                                                    Public preview: ---
                                                    General availability: Apr 1, 2024
                                                    Last updated: Aug 07, 2025

                                                    Included in:
                                                    2024 release wave 1

                                                    Enabled for:
                                                    Users, automatically

                                                    Business Value

                                                    Customer service managers need to make sure they have enough agents to resolve customer cases. If you have too many agents, your costs go up. If you don't have enough agents, customers wait longer, and customer satisfaction goes down. In addition to forecasting daily case volume, this solution provides more detailed forecasts at 15-minute intervals. With these forecasts, managers can plan and schedule agents more precisely.

                                                    Feature Details

                                                    Case volume forecasting is now available with the following capabilities:

                                                    • Forecast case volumes for each day.
                                                    • Visualize forecasted volumes on a daily, weekly, and monthly basis for up to six months.
                                                    • Slice forecasted volumes by channel and queue.
                                                    • Automatically detect seasonality from historical traffic to help customer service managers accurately predict case volumes during special seasonal events.

                                                    Customer service managers can now also forecast case volumes at 15-minute intervals from historical data.

                                                    Enabled for:

                                                    Users by admins, makers, or analysts

                                                      Change history
                                                      Timelines:
                                                      Early Access: ---
                                                      Public preview: Apr 28, 2023
                                                      General availability: Jun 12, 2024
                                                      Last updated: Aug 07, 2025

                                                      Included in:
                                                      2024 release wave 1
                                                      2023 release wave 1

                                                      Enabled for:
                                                      Users by admins, makers, or analysts

                                                      Business Value

                                                      When you configure one automatic record creation and update rule for multiple queues, you reduce the time it takes to set up and maintain rules.

                                                      Feature Details

                                                      Previously, administrators could select only one queue for each rule. As an administrator, you can now add multiple queues to monitor for new automatic record creation and update rules in the Copilot Service admin center app.

                                                      You can go to Case settings > Automatic record creation and update rules. When you associate new automatic record creation and update rules with multiple queues, you can create records based on the rule conditions from queue items in any of the queues. For example, if you associate an email-to-case rule with two email queues, you can create a rule when an email arrives in either of the two queues. Previously, you needed separate rules for each queue.

                                                      With this update, you don't need to duplicate automatic record creation and update rules for each queue. You can use a common rule for multiple queues.

                                                      Enabled for:

                                                      Users by admins, makers, or analysts
                                                      Users

                                                        Change history
                                                        Timelines:
                                                        Early Access: ---
                                                        Public preview: ---
                                                        General availability: Jul 11, 2025
                                                        Last updated: Aug 07, 2025

                                                        Included in:
                                                        2025 release wave 1

                                                        Enabled for:
                                                        Users by admins, makers, or analysts

                                                        Business Value

                                                        When you create corresponding cases for all mailboxes that receive an email, agents get full visibility into customer issues. The right team gets the full context and can respond to customers’ issues on their own, without transferring the case to another queue. This approach avoids delays in sending a first response to customers, improves average case handling time, and prevents service level agreement violations.

                                                        Feature Details

                                                        This feature offers the following capabilities:

                                                        • When you send an email to multiple queue-enabled mailboxes (regardless of whether you use To, Cc, or Bcc), the system converts the email into multiple cases. Each queue-enabled mailbox has its own case.
                                                        • The email connects to each case and appears on the case timeline.
                                                        • Agents in any of the queues that receive the email can respond to the customer. Each agent works independently from any case by using the case timeline.
                                                        • When a customer replies to the original email, the reply connects to the case created for the original email. The reply doesn't create a new case.
                                                        • When a customer replies to the original email and adds a new queue-enabled mailbox, the system creates a case for the new mailbox. The reply connects to the new case along with the existing cases.

                                                        Use Power Platform settings to turn this feature on or off. For more information, see Enable creation of multiple cases from an email sent to multiple mailboxes.

                                                        Enabled for:

                                                        Users by admins, makers, or analysts
                                                        This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.

                                                          Change history
                                                          Timelines:
                                                          Early Access: ---
                                                          Public preview: ---
                                                          General availability: Apr 1, 2024
                                                          Last updated: Aug 07, 2025

                                                          Included in:
                                                          2024 release wave 1

                                                          Enabled for:
                                                          Users by admins, makers, or analysts

                                                          Business Value

                                                          Case and custom record summaries help users catch up on lengthy, long-running cases and custom records. These summaries often include dense text. This feature helps structure the content so users can catch up quickly.

                                                          Feature Details

                                                          When you customize the formatting for case and custom record summaries, you can organize your content. This customization makes it easier for service representatives to read records. It also helps representatives quickly bring up important information from their cases so they can provide customer service faster.

                                                          The feature includes the following capabilities:

                                                          • Two formatting modes for case summaries and custom record summaries: paragraph and structured.
                                                          • Paragraph formatting stays the same. For structured formatting, admins can specify up to five custom headers to organize the summary.
                                                          • Custom headers can include a short description to clarify what information from the record goes into the summary.
                                                          • Admins can deselect configured headers without deleting them.

                                                          Enabled for:

                                                          Users by admins, makers, or analysts
                                                          Users
                                                            Note:
                                                            • The author created this article with assistance from AI. Learn more

                                                            Change history
                                                            Timelines:
                                                            Early Access: ---
                                                            Public preview: ---
                                                            General availability: May 28, 2025
                                                            Last updated: Aug 07, 2025

                                                            Included in:
                                                            2025 release wave 1

                                                            Enabled for:
                                                            Users by admins, makers, or analysts

                                                            Business Value

                                                            This feature uses a customer-centric approach to determine customer intent. It helps you understand and categorize customer needs. Intent groups more accurately show why customers contact support. This accuracy leads to efficient assignment of requests and can improve customer satisfaction. User groups help you manage requests efficiently and give you operational flexibility. They help you balance service requests with support representatives' availability. When you map user groups to intent groups, you simplify the routing process. This mapping reduces complexity and helps resolve customer issues faster.

                                                            Feature Details

                                                            • Intent determination: Use generative AI to recognize customer intent, which is a natural language description of a customer problem, and intent groups—logical clusters of similar intents that represent broad customer pain points and the business expertise needed to address these pain points.
                                                            • Customizable user groups mapped to intent groups: Manually curate user groups to create clusters of support representatives with similar capabilities and expertise. Decorate groups based on attributes such as language, region, and other business criteria. Administrators can map user groups to intent groups and configure certain matching conditions if required.
                                                            • Intelligent assignment: Match customer inquiries to the most appropriate support representative in the user group based on real-time attributes like capacity and presence.
                                                            • Integration and flexibility: Easily integrate with your existing customer service platform. Provide flexibility to adjust routing parameters, so you can adapt to changing business needs and customer demands.
                                                            • Supported channels: Live chat and persistent chat; case (Incident entity in record channel).

                                                            Enabled for:

                                                            Users by admins, makers, or analysts
                                                            This feature must be enabled or configured by administrators, makers, or business analysts to be available for their users.
                                                              Note:
                                                              • The author created this article with assistance from AI. Learn more

                                                              Change history


                                                              Merged this feature with the Customer Intent Agent feature 7/16/2025 12:00:00 AM
                                                              Timelines:
                                                              Early Access: ---
                                                              Public preview: May 15, 2025
                                                              General availability: ---
                                                              Last updated: Aug 07, 2025

                                                              Included in:
                                                              2025 release wave 1

                                                              Enabled for:
                                                              Users by admins, makers, or analysts

                                                              Business Value

                                                              Case summaries and custom record summaries help users get up to speed with their cases or other records. This benefit drives efficiencies for customer service representatives across their workflows. By being available in a new user interface at the top of the form, all users can easily access these features. The functionality and behavior of the summaries stay the same. Users of any model-driven app that uses the incident entity, except for Copilot Service Workspace and Copilot Service Hub, get this feature by default.

                                                              Feature Details

                                                              As part of this update, the Case Summary and Custom Record Summary features in Dynamics 365 Customer Service appear at the top of the form. You don't need to configure a custom control to enable the feature. Also, the case summary feature is enabled by default for any users of any model-driven app that uses the incident entity. This change applies to all forms except four out-of-the-box forms: Case for Interactive experience, Enhanced full case form, Case, and Case for Multisession experience.

                                                              This change doesn't affect the summarization feature. For example, the following actions are still available:

                                                              • Render the summary by selecting the generate button after you open the form.
                                                              • Copy the summary after it's generated.
                                                              • Give thumbs-up or thumbs-down feedback on the generated summary. Support representatives can also give verbatim feedback if they select thumbs-down.
                                                              • Store the usage data in Dataverse so customers can access it.
                                                              • Regenerate the summary.

                                                              Auto-enable Case Summarization guidelines

                                                              • If you enable a case summary on one of the four default forms, the summary doesn't change, and it stays in the same place on the form.
                                                              • If you don't enable a case summary on one of the four default forms, the feature auto-enables the case summary, and the summary shows up in the form.
                                                              • If you enable a case summary on a form other than the four default forms, you might see both the old and new experiences. To make sure the transition goes smoothly, admins disable the custom summarization UI control before this change happens.

                                                              The feature doesn't automatically turn on case summary for organizations that opt out of auto-enablement of Copilot features.

                                                              Enabled for:

                                                              Users by admins, makers, or analysts

                                                                Change history
                                                                Timelines:
                                                                Early Access: ---
                                                                Public preview: ---
                                                                General availability: May 9, 2025
                                                                Last updated: Aug 07, 2025

                                                                Included in:
                                                                2025 release wave 1

                                                                Enabled for:
                                                                Users by admins, makers, or analysts

                                                                Business Value

                                                                Case and custom record summaries help admins quickly catch up on a case or relevant record. When you configure related records to show a summary in the same summarization control, support reps can quickly see if any related records to a case contain critical information and updates they need to review. They can also get a summary of those updates.

                                                                Feature Details

                                                                You can summarize related records within a case and custom record summary.

                                                                This feature helps support representatives:

                                                                • Understand if a related record to a case or any other entity where you configure summarization has key information and updates.
                                                                • View updates inline in the case or custom record summary control.
                                                                • Receive a summary of two related records by default.
                                                                • Generate two summaries at a time, for all the records that link to that base record.
                                                                • Select the record ID and view the related record.

                                                                Administrators can turn on this feature and set up the field that defines the relationship between the base entity and related entities in the Copilot Service admin center.

                                                                With this feature, support reps and admins can customize the summarization experience. For example, you can customize the experience for a custom entity, such as Work Order. You can configure case summaries to show linked work order summaries in descending order by the modification date. Service reps can select Summarize more records to generate extra work order summaries. This option lets them quickly review business details without opening each related record.

                                                                Enabled for:

                                                                Users by admins, makers, or analysts

                                                                  Change history
                                                                  Timelines:
                                                                  Early Access: ---
                                                                  Public preview: ---
                                                                  General availability: May 2, 2025
                                                                  Last updated: Aug 07, 2025

                                                                  Included in:
                                                                  2025 release wave 1

                                                                  Enabled for:
                                                                  Users by admins, makers, or analysts

                                                                  Business Value

                                                                  You can speed up email responses with intelligent template prompts. Copilot prompts in email templates automatically fill email templates with the prompt content. This feature reduces the service representative's workload and ensures consistent, accurate customer communication.

                                                                  Feature Details

                                                                  With this feature, administrators can set up email prompts in email templates. When a customer service representative uses an email template, Copilot automatically fills in content from the prompts. This feature boosts agent productivity and cuts down on manual work.

                                                                  Enabled for:

                                                                  Users by admins, makers, or analysts

                                                                    Change history
                                                                    Timelines:
                                                                    Early Access: ---
                                                                    Public preview: Apr 15, 2025
                                                                    General availability: Oct 2025
                                                                    Last updated: Aug 07, 2025

                                                                    Included in:
                                                                    2025 release wave 2
                                                                    2025 release wave 1

                                                                    Enabled for:
                                                                    Users by admins, makers, or analysts

                                                                    Business Value

                                                                    Transform customer support communication with intelligent template recommendations that reduce response times and remove administrative friction. By using AI to precisely match contextual templates, support teams can greatly reduce manual template searching, speed up case resolution, and deliver more consistent, accurate customer communications.

                                                                    Feature Details

                                                                    Copilot Email Assist now suggests relevant email templates, so customer service representatives don't need to search for templates manually. Copilot bases its suggestions on the email content, search context, and thread intent. Representatives can access these suggestions directly from the email editor.

                                                                    This feature uses a pay-as-you-go pricing model. For more information, see Pay-as-you-go plan.

                                                                    • Representatives can enter a custom prompt in the inline Email Assist card when they reply to a customer.

                                                                    • Copilot matches the prompt with email templates stored in the application. It selects the most appropriate template in the inline email form.

                                                                      Copilot recommending an email template

                                                                    • Representatives see the name of the selected email template. They can select a different email template if they want.

                                                                      Template inserted and template name displayed

                                                                    For representatives to use this feature, administrators must do the following steps:

                                                                    • Turn on the feature.
                                                                    • Create email templates in the application, because Copilot can recommend only existing templates.

                                                                    Enabled for:

                                                                    Users by admins, makers, or analysts

                                                                      Change history
                                                                      Timelines:
                                                                      Early Access: ---
                                                                      Public preview: Apr 15, 2025
                                                                      General availability: Oct 2025
                                                                      Last updated: Aug 07, 2025

                                                                      Included in:
                                                                      2025 release wave 2
                                                                      2025 release wave 1

                                                                      Enabled for:
                                                                      Users by admins, makers, or analysts

                                                                      Business Value

                                                                      Case Management Agent saves customer service representatives time by automating case details during live chats and from incoming emails. It reduces conversation wrap-up time. By sending follow-up emails and resolving cases automatically, the agent improves service representative efficiency and satisfaction by eliminating manual administrative tasks. The agent also identifies experts automatically and prompts customer service representatives to collaborate with them directly through Teams chat. It provides a seamless experience by automatically summarizing the case context. Collaboration summaries integrate into the application, enhancing the knowledge base and minimizing the need for future collaborations.

                                                                      Feature Details

                                                                      When a customer service representative accepts a live chat, the Case Management Agent automatically creates a case and fills in the required information. As the conversation continues, representatives can use the agent to update case fields in real time. When the conversation ends, the agent automatically updates the case fields.

                                                                      Similarly, when automatic record creation (ARC) rules convert an email into a case, the system automatically extracts the required information from the email. The case stays up to date as the customer sends new emails.

                                                                      Email classification uses AI to categorize incoming emails into predefined categories. With this classification, you can automate support workflows. For example, you can skip case creation for "thank you" emails or marketing spam emails, and create cases only for relevant inquiries. This classification helps optimize support processes, improve productivity, and reduce operational costs.

                                                                      The Case Management Agent gives you intelligent collaboration prompts with one click. It automatically finds the right experts and creates a concise case summary to help collaborators get up to speed quickly. The case timeline captures collaboration insights, which streamlines future processes.

                                                                      The agent also tracks cases that need attention. It sends follow-up emails based on SLA criteria. When a customer responds, the agent resolves the case or alerts the service representative. These capabilities boost the efficiency of case creation and closure. They reduce case handling time.

                                                                      Enabled for:

                                                                      Users by admins, makers, or analysts
                                                                        Note:
                                                                        • The author created this article with assistance from AI. Learn more

                                                                        Change history
                                                                        Timelines:
                                                                        Early Access: ---
                                                                        Public preview: Apr 10, 2025
                                                                        General availability: Oct 2025
                                                                        Last updated: Aug 07, 2025

                                                                        Included in:
                                                                        2025 release wave 2
                                                                        2025 release wave 1

                                                                        Enabled for:
                                                                        Users by admins, makers, or analysts

                                                                        Business Value

                                                                        Inline Copilot boosts service representative productivity by reducing manual effort during email composition. When service representatives add extra content with Copilot's help, they improve the quality of the emails. This flexibility lets service representatives include relevant information, which enhances the accuracy and overall quality of the emails. By cutting down on back-and-forth interactions, this approach raises customer satisfaction (CSAT).

                                                                        Feature Details

                                                                        Customer service representatives can now use the inline email Copilot feature while drafting an email. With this feature, they can get AI assistance at any point during email composition. This enhancement helps representatives generate relevant partial drafts by using the existing email assist functionality. It seamlessly integrates with the ongoing content-boosting efficiency and response quality.

                                                                        Copilot email assist generating a partial email draft.

                                                                        You can use this functionality in the inline editor only. It's not available in the Copilot help pane.

                                                                        Enabled for:

                                                                        Users by admins, makers, or analysts
                                                                          Note:
                                                                          • The author created this article with assistance from AI. Learn more

                                                                          Change history


                                                                          Public preview date moved to Apr 2025 General availability date moved to Jul 2025 2/28/2025 12:00:00 AM
                                                                          Timelines:
                                                                          Early Access: ---
                                                                          Public preview: Apr 4, 2025
                                                                          General availability: Jul 2025
                                                                          Last updated: Aug 07, 2025

                                                                          Included in:
                                                                          2025 release wave 1

                                                                          Enabled for:
                                                                          Users by admins, makers, or analysts

                                                                          Business Value

                                                                          Customer Knowledge Management Agent automatically turns untapped case and case-related conversation data into knowledge that supports your contact center. Customer Knowledge Management Agent harvests knowledge from cases in real time as service representatives close cases, helping your contact center respond to emerging issues in minutes. You don't have to wait weeks or months for long knowledge lifecycles. With historical article creation, Customer Knowledge Management Agent helps you quickly turn your historical case data (including case-related conversations, emails, case notes, and other details) into ready-to-use knowledge articles.

                                                                          With actionable knowledge insights, supervisors and content managers monitor Customer Knowledge Management Agent and the health and usage of knowledge that Copilot uses. Tailored analytics empower users to enhance the quality and relevance of knowledge articles, resulting in more accurate Copilot guidance. This feature boosts productivity and decision-making accuracy, leading to improved user satisfaction and operational efficiency.

                                                                          Feature Details

                                                                          With real-time creation, Customer Knowledge Management Agent analyzes the case when agents close it. The agent analyzes case-related notes, conversations, and emails to draft a knowledge article that fills knowledge gaps and helps your organization respond to emerging issues in minutes. Customer Knowledge Management Agent compares the content of the case against your Dynamics 365 knowledge base to determine if a new article is needed. The agent also ensures that content isn't duplicated. It ensures compliance by removing sensitive data. You can extend the agent with custom automated compliance checks from your organization.

                                                                          It can automatically publish the article, if configured to do so, Depending on your configuration, the agent makes the article accessible to support representatives, Copilot, and even self-service portals. Supervisors can review, edit, and monitor Customer Knowledge Management Agent's work.

                                                                          Insights help supervisors monitor Customer Knowledge Management Agent.

                                                                          The historical creation process gives the Customer Knowledge Management Agent the ability to unlock knowledge from your historical cases. It turns raw case data into ready-to-publish knowledge articles while preventing duplication, ensuring compliance, and giving supervisors tools to monitor the agent's work.

                                                                          Knowledge insights give supervisors the information they need to assess and confirm the agent's ability to create reliable content for internal and external use. Supervisors can take quick actions to improve the knowledge repository and create the best Copilot experiences.

                                                                          Supervisors who use the Customer Knowledge Management Agent automatically get this feature. When you set the autonomous-level preference to semi-autonomous or fully autonomous, the dashboard shows you performances for that level. The dashboard shows performances from draft creation to publishing. It also shows how Copilot uses the articles. The dashboard guides supervisors to articles that need review and that are nearing expiration. With this guidance, supervisors can take care of high-priority articles quickly.

                                                                          Enabled for:

                                                                          Users by admins, makers, or analysts
                                                                            Note:
                                                                            • The author created this article with assistance from AI. Learn more

                                                                            Change history


                                                                            Public preview date moved to Mar 2025 12/3/2024 12:00:00 AM
                                                                            Timelines:
                                                                            Early Access: ---
                                                                            Public preview: Mar 31, 2025
                                                                            General availability: Oct 2025
                                                                            Last updated: Aug 07, 2025

                                                                            Included in:
                                                                            2025 release wave 2
                                                                            2024 release wave 2

                                                                            Enabled for:
                                                                            Users by admins, makers, or analysts

                                                                            Business Value

                                                                            This feature helps customer service representatives customize case summaries to make them more relevant. By adding more attributes you can use to customize these summaries, your service representatives catch up on their cases faster and serve their customers more efficiently.

                                                                            Feature Details

                                                                            Case summaries in Dynamics 365 Customer Service now give you a much-improved capability to customize the data attributes that the summary uses. You can use up to 16 different attributes to customize the summaries.

                                                                            You can apply these attributes to the incident table or to any related table. The table that you choose must have a direct relationship with the base incident table.

                                                                            The key features of the case summary attributes include the following capabilities:

                                                                            • Configure up to 16 attributes.
                                                                            • Use 10 attributes that have a one-to-one relationship with the base incident table.
                                                                            • Use 6 attributes that have a one-to-many relationship with the base incident table. For example, these attributes include Email Body from the Email record type, which has a one-to-many relationship with the base incident entity.
                                                                            • The six 1-to-many attributes can come from up to three different tables. For example, all six 1-to-many attributes can come from a part order table that the incident table relates to directly. Or, you can have two attributes that come from a part order custom table, two attributes that come from the work order custom table, and two attributes that come from the Notes out-of-the-box table.
                                                                            • For each attribute that you configure, you can add a detailed description for the attribute. You can include the attribute's value, the table it belongs to, and more. The system uses these details to give the case summary feature richer context and fidelity for the generated case summaries.

                                                                            With these customizations, your representatives can use case summaries more effectively to reach their goals and serve customers.

                                                                            Admins can configure this feature in the Customer Service admin center by selecting Manage Data > Productivity > Summaries. Then, they can set up the attributes they want in the settings.

                                                                            Enabled for:

                                                                            Users by admins, makers, or analysts

                                                                              Change history
                                                                              Timelines:
                                                                              Early Access: ---
                                                                              Public preview: ---
                                                                              General availability: Nov 15, 2024
                                                                              Last updated: Aug 07, 2025

                                                                              Included in:
                                                                              2024 release wave 2

                                                                              Enabled for:
                                                                              Users by admins, makers, or analysts

                                                                              Business Value

                                                                              With proactive prompting, agents don't need to type anything to discover and prompt Copilot. This feature saves agents time and improves the quality of their overall experience.

                                                                              Feature Details

                                                                              Proactive prompting gives agents the following benefits:

                                                                              • Contextual prompt starters at the beginning of a Copilot conversation.
                                                                              • Suggested prompts that help agents discover plugins.
                                                                              • Understanding of case, conversation, and email context.
                                                                              • Insights generated proactively.

                                                                              Enabled for:

                                                                              Users, automatically

                                                                                Change history
                                                                                Timelines:
                                                                                Early Access: ---
                                                                                Public preview: ---
                                                                                General availability: Nov 15, 2024
                                                                                Last updated: Aug 07, 2025

                                                                                Included in:
                                                                                2024 release wave 2

                                                                                Enabled for:
                                                                                Users, automatically

                                                                                Business Value

                                                                                The custom record summary feature enhances the productivity of customer service representatives by giving them access to automatically generated summaries of key record data. This feature reduces the time spent on manually reviewing details and empowers service representatives to provide faster and more accurate responses to customer queries.

                                                                                Feature Details

                                                                                The custom record summary feature uses AI to generate summaries for any custom record type in Dynamics 365 Customer Service. Administrators choose the record type to summarize and select the data fields to include.

                                                                                Summaries help service representatives quickly understand important records, such as custom case record types or other out-of-the-box record types like account and contact.

                                                                                Use this feature to create summaries for custom record types, such as work orders, part orders, or any other custom table you create.

                                                                                This feature helps reduce manual work for service representatives.

                                                                                Key capabilities

                                                                                • Generate summaries for existing record types, such as account, work orders, and tickets.
                                                                                • Use natural language to describe the record type so AI can use this information to create better summaries.
                                                                                • Select data fields for the summary. Describe these fields in natural language.
                                                                                • Give service representatives access to these summaries on demand, so they can keep their communications accurate and relevant.

                                                                                Benefits

                                                                                • Helps service representatives be more productive by reducing the time they spend manually reviewing any out-of-the-box or custom record type.
                                                                                • Improves response times in customer interactions by providing summarized information.

                                                                                Enabled for:

                                                                                Users by admins, makers, or analysts

                                                                                  Change history
                                                                                  Timelines:
                                                                                  Early Access: ---
                                                                                  Public preview: ---
                                                                                  General availability: Nov 14, 2024
                                                                                  Last updated: Aug 07, 2025

                                                                                  Included in:
                                                                                  2024 release wave 2

                                                                                  Enabled for:
                                                                                  Users by admins, makers, or analysts

                                                                                  Business Value

                                                                                  Customer Service agents use connector plugins to get information from external data sources. This process needs either administrator-level authentication or agent-level authentication. Currently, the system supports only administrator-level authentication for connector plugins. When you add support for agent-level authentication, organizations get more flexibility to manage authentication at the agent level or administrator level. With agent-level authentication, only agents who have access to external data sources can access data through connector plugins. This permission level removes the risk that an administrator's credentials become stale and make connector plugins inaccessible to agents.

                                                                                  Feature Details

                                                                                  In the Customer Service admin center, administrators can turn connector plugins on or off. Copilot in Dynamics 365 Customer Service uses these plugins. With a plugin wizard, administrators can set up authentication for administrators only or for agents.

                                                                                  When you set up agent authentication, your organization gets more flexibility. You can manage authentication for both administrators and agents.

                                                                                  Enabled for:

                                                                                  Users by admins, makers, or analysts

                                                                                    Change history
                                                                                    Timelines:
                                                                                    Early Access: ---
                                                                                    Public preview: Oct 30, 2024
                                                                                    General availability: ---
                                                                                    Last updated: Aug 07, 2025

                                                                                    Included in:
                                                                                    2024 release wave 2

                                                                                    Enabled for:
                                                                                    Users by admins, makers, or analysts

                                                                                    Business Value

                                                                                    Copilot helps agents and supervisors access and use case data, so they can manage cases more effectively. By asking Copilot questions, users can triage, prioritize, and start their workday efficiently.

                                                                                    Feature Details

                                                                                    Agents and supervisors can ask Copilot questions about their case data. With Copilot, they can better manage their case workload. Agents can make the following types of requests:

                                                                                    • Get details on the high-priority cases for a specified date range.
                                                                                    • Show active escalated cases.
                                                                                    • Show cases that are due soon.
                                                                                    • Show active cases that agents own.
                                                                                    • Get the case details.
                                                                                    • Get the case resolution details for a case.

                                                                                    Copilot understands natural language queries. Agents can easily get information about their case data, including cases they can view, regardless of assignment.

                                                                                    To enable this feature, admins follow these steps:

                                                                                    1. Go to the Customer Service admin center app, select Productivity, and then go to the Plugins for Generative AI (Preview) section.
                                                                                    2. Make sure the Customer Service (preview) plugin is activated. (Status should be On.)

                                                                                    Enabled for:

                                                                                    Users by admins, makers, or analysts

                                                                                      Change history


                                                                                      Public preview date updated to Aug 2024 9/17/2024 12:00:00 AM
                                                                                      Timelines:
                                                                                      Early Access: ---
                                                                                      Public preview: Aug 23, 2024
                                                                                      General availability: ---
                                                                                      Last updated: Aug 07, 2025

                                                                                      Included in:
                                                                                      2024 release wave 1

                                                                                      Enabled for:
                                                                                      Users by admins, makers, or analysts

                                                                                      Business Value

                                                                                      Agents can use Copilot to generate case summaries in the ask-a-question side pane. With case summaries, agents can view case details without losing the context of their work. This capability helps agents quickly get up to speed on cases, and it streamlines case transfers and wrap-ups.

                                                                                      Feature Details

                                                                                      Key features include:

                                                                                      • Case details summarized in a paragraph or in a structured format, depending on your organization's configuration.
                                                                                      • The ability to copy the summary, edit it, or send the summary to a customer.

                                                                                      Agents can type in natural language with the specified case number for Copilot to summarize the case. Copilot responds in the flow of the conversation with a summary of the requested case.

                                                                                      To turn on this feature, admins:

                                                                                      1. Go to the Customer Service admin center app, select Productivity, and then go to the Plugins for Generative AI (Preview) section.
                                                                                      2. Make sure the Customer Service (preview) plugin is on. (Status should be On.)

                                                                                      Enabled for:

                                                                                      Users by admins, makers, or analysts
                                                                                        Note:
                                                                                        • The author created this article with assistance from AI. Learn more

                                                                                        Change history
                                                                                        Timelines:
                                                                                        Early Access: ---
                                                                                        Public preview: Aug 23, 2024
                                                                                        General availability: ---
                                                                                        Last updated: Aug 07, 2025

                                                                                        Included in:
                                                                                        2024 release wave 1

                                                                                        Enabled for:
                                                                                        Users by admins, makers, or analysts

                                                                                        Business Value

                                                                                        With email assistance, agents can draft emails using Copilot capabilities through the inline and side pane email experiences. With this assistance, agents can efficiently resolve customer issues.

                                                                                        Feature Details

                                                                                        When you draft customer emails, Copilot can suggest ways to make them clear, concise, and compelling. You can access Copilot email assistance in the following ways:

                                                                                        • When you respond to an email in the rich text editor, select Copilot to view the capabilities inline.
                                                                                        • When you open an email and select Copilot in the side pane, the Write an email tab appears.

                                                                                        Enabled for:

                                                                                        Users, automatically

                                                                                          Change history
                                                                                          Timelines:
                                                                                          Early Access: ---
                                                                                          Public preview: ---
                                                                                          General availability: Aug 1, 2024
                                                                                          Last updated: Aug 07, 2025

                                                                                          Included in:
                                                                                          2024 release wave 1

                                                                                          Enabled for:
                                                                                          Users, automatically

                                                                                          Business Value

                                                                                          By supporting the Copilot discover knowledge feature in Government Community Cloud (GCC), Microsoft extends its market presence to federal, state, and local government agencies. The government sector is substantial because it includes a wide range of services tailored to the needs of government operations, from cloud services to dedicated customer support.

                                                                                          Feature Details

                                                                                          The enhancement of Copilot support within the GCC framework enables administrators to turn on the discover knowledge feature. This enhancement broadens the array of tools available in this highly secure environment. Agents who work within the GCC get access to the improved capabilities. They use Copilot's features to optimize their tasks.

                                                                                          Enabled for:

                                                                                          Users by admins, makers, or analysts

                                                                                            Change history
                                                                                            Timelines:
                                                                                            Early Access: ---
                                                                                            Public preview: ---
                                                                                            General availability: Jun 30, 2024
                                                                                            Last updated: Aug 07, 2025

                                                                                            Included in:
                                                                                            2024 release wave 1

                                                                                            Enabled for:
                                                                                            Users by admins, makers, or analysts

                                                                                            Business Value

                                                                                            By supporting the Copilot draft email assist feature in Government Community Cloud (GCC), Microsoft extends its market presence to federal, state, and local government agencies. The government sector is substantial because it includes a wide range of services tailored to the needs of government operations, from cloud services to dedicated customer support.

                                                                                            Feature Details

                                                                                            When you integrate Copilot support in the GCC framework, administrators can implement the email assist feature. This integration enhances the range of functionalities in this secure setting. As a result, agents working within the GCC get access to the improved features. They can use Copilot's capabilities to efficiently manage their email communications.

                                                                                            Enabled for:

                                                                                            Users by admins, makers, or analysts

                                                                                              Change history
                                                                                              Timelines:
                                                                                              Early Access: ---
                                                                                              Public preview: ---
                                                                                              General availability: Jun 30, 2024
                                                                                              Last updated: Aug 07, 2025

                                                                                              Included in:
                                                                                              2024 release wave 1

                                                                                              Enabled for:
                                                                                              Users by admins, makers, or analysts

                                                                                              Business Value

                                                                                              By supporting Copilot-generated case summaries in GCC, Microsoft extends its market presence to federal, state, and local government agencies. The government sector is substantial because it includes a wide range of services tailored to the unique needs of government operations, from cloud services to dedicated customer support.

                                                                                              Feature Details

                                                                                              When Copilot-generated case summaries are available in GCC, agents get a concise summary of the case and understand the context of a case. With this understanding, they can resolve customer issues efficiently.

                                                                                              Enabled for:

                                                                                              Users by admins, makers, or analysts

                                                                                                Change history
                                                                                                Timelines:
                                                                                                Early Access: ---
                                                                                                Public preview: ---
                                                                                                General availability: Jun 30, 2024
                                                                                                Last updated: Aug 07, 2025

                                                                                                Included in:
                                                                                                2024 release wave 1

                                                                                                Enabled for:
                                                                                                Users by admins, makers, or analysts

                                                                                                Business Value

                                                                                                Copilot breaks down language barriers, empowering agents to serve customers with ease in the language they’re most comfortable in.

                                                                                                Feature Details

                                                                                                Agents can use the following key capabilities to translate Copilot summaries, knowledge articles, and email drafts into their preferred language:

                                                                                                • Simple, menu-driven machine translation of Copilot responses
                                                                                                • Support for 45 languages available in Dynamics 365 UI

                                                                                                Enabled for:

                                                                                                Users, automatically

                                                                                                  Change history
                                                                                                  Timelines:
                                                                                                  Early Access: ---
                                                                                                  Public preview: ---
                                                                                                  General availability: Jun 30, 2024
                                                                                                  Last updated: Aug 07, 2025

                                                                                                  Included in:
                                                                                                  2024 release wave 1

                                                                                                  Enabled for:
                                                                                                  Users, automatically

                                                                                                  Business Value

                                                                                                  Customer service representatives rely on data and information from a wide variety of systems. When you connect external systems to Copilot through plugins, your agents can securely access data from these systems by using Copilot.

                                                                                                  Feature Details

                                                                                                  Your customer service representatives rely on data and information from a wide variety of systems. With plugins for Copilot in Customer Service, you can connect external systems to Copilot and let your agents securely access data from those systems through Copilot. With plugins, you can reduce the need for customer service representatives to switch to other tabs and tools to do their work. You can also improve resolution time and customer satisfaction.

                                                                                                  Enabled for:

                                                                                                  Users by admins, makers, or analysts

                                                                                                    Change history
                                                                                                    Timelines:
                                                                                                    Early Access: ---
                                                                                                    Public preview: Jun 14, 2024
                                                                                                    General availability: ---
                                                                                                    Last updated: Aug 07, 2025

                                                                                                    Included in:
                                                                                                    2024 release wave 1

                                                                                                    Enabled for:
                                                                                                    Users by admins, makers, or analysts

                                                                                                    Business Value

                                                                                                    Copilot in Dynamics 365 Customer Service helps customer service agents in many ways. Automatic prompts make it easier for agents to quickly ask questions and get help from Copilot. By saving time, agents can do more. This feature reduces handle times and improves agent and customer satisfaction.

                                                                                                    Feature Details

                                                                                                    When you turn on this feature in the Customer Service admin center, automatic prompts give customer service agents contextual suggestions about what to do next based on the active case or customer conversation context. With automatic prompts, customer service agents can quickly ask questions and get help.

                                                                                                    Enabled for:

                                                                                                    Users by admins, makers, or analysts

                                                                                                      Change history
                                                                                                      Timelines:
                                                                                                      Early Access: ---
                                                                                                      Public preview: ---
                                                                                                      General availability: May 22, 2024
                                                                                                      Last updated: Aug 07, 2025

                                                                                                      Included in:
                                                                                                      2024 release wave 1

                                                                                                      Enabled for:
                                                                                                      Users by admins, makers, or analysts

                                                                                                      Business Value

                                                                                                      Your customer service representatives rely on data and information from a wide variety of systems. When you connect Dataverse to Copilot through plugins, your agents can securely access data from these systems with Copilot.

                                                                                                      Feature Details

                                                                                                      With plugins for Copilot in Customer Service, you can reduce the need for customer service representatives to switch to other tabs and tools to do their work. The plugins help improve resolution time and customer satisfaction.

                                                                                                      Enabled for:

                                                                                                      Users by admins, makers, or analysts

                                                                                                        Change history
                                                                                                        Timelines:
                                                                                                        Early Access: ---
                                                                                                        Public preview: Apr 30, 2024
                                                                                                        General availability: ---
                                                                                                        Last updated: Aug 07, 2025

                                                                                                        Included in:
                                                                                                        2024 release wave 1

                                                                                                        Enabled for:
                                                                                                        Users by admins, makers, or analysts

                                                                                                        Business Value

                                                                                                        Filter content automatically based on attributes from entities such as customer profile so agents don't need to select the filters to apply.

                                                                                                        Feature Details

                                                                                                        Filters automatically apply to improve filtering. These filters minimize the mixing of content from different sources. The filters use a specific field you select from a configured entity.

                                                                                                        Administrators set up the required entity and field in the Customer Service admin center. Copilot applies the filters by using the specified logic. For example, a customer has a specific profile attribute, such as a location. The application matches this attribute with the corresponding field in the knowledge base entity. Copilot uses only the records with matching field values to generate a response. When this filter is applied, the agent sees a notification. The notification lets the agent know that a new filter was applied automatically.

                                                                                                        Enabled for:

                                                                                                        Users by admins, makers, or analysts

                                                                                                          Change history
                                                                                                          Timelines:
                                                                                                          Early Access: ---
                                                                                                          Public preview: Apr 30, 2024
                                                                                                          General availability: ---
                                                                                                          Last updated: Aug 07, 2025

                                                                                                          Included in:
                                                                                                          2024 release wave 1

                                                                                                          Enabled for:
                                                                                                          Users by admins, makers, or analysts

                                                                                                          Business Value

                                                                                                          Customer service agents can now draft contextual service emails that match their email editing experience. This capability gives agents a richer and more convenient email authoring experience. Agents can use Copilot to draft responses with one click. They can also refine existing drafts from the email editor without using the side pane. Whether agents use the inline experience or the side pane, drafting emails with Copilot is now a multiturn experience.

                                                                                                          Feature Details

                                                                                                          Copilot in Dynamics 365 Customer Service helps customer service representatives write contextual emails with one click. The email experience with Copilot is now available in the email editor, along with the existing email drafting experience. Agents can use Copilot in the email editor or side panel to draft emails and refine and improve content they already wrote through a multiround experience.

                                                                                                          Enabled for:

                                                                                                          Users, automatically

                                                                                                            Change history
                                                                                                            Timelines:
                                                                                                            Early Access: ---
                                                                                                            Public preview: ---
                                                                                                            General availability: Apr 19, 2024
                                                                                                            Last updated: Aug 07, 2025

                                                                                                            Included in:
                                                                                                            2024 release wave 1

                                                                                                            Enabled for:
                                                                                                            Users, automatically

                                                                                                            Business Value

                                                                                                            Agents don't have to wait for Copilot to generate the entire response before they can start reading it. This capability saves agents time.

                                                                                                            Feature Details

                                                                                                            When agents use Copilot features such as write an email response and ask a question, including multistep questions, they can read the generated responses on the UI as they're created without waiting for the entire response. Agents can stop Copilot from generating a response and start fresh.

                                                                                                            Enabled for:

                                                                                                            Users, automatically

                                                                                                              Change history
                                                                                                              Timelines:
                                                                                                              Early Access: ---
                                                                                                              Public preview: ---
                                                                                                              General availability: Apr 19, 2024
                                                                                                              Last updated: Aug 07, 2025

                                                                                                              Included in:
                                                                                                              2024 release wave 1

                                                                                                              Enabled for:
                                                                                                              Users, automatically

                                                                                                              Business Value

                                                                                                              With improved transparency, customer service representatives can quickly see how Copilot generates the responses and validate them. This improvement helps reduce the time customer service representatives spend verifying Copilot responses. It also reduces handle times and improves customer satisfaction.

                                                                                                              Feature Details

                                                                                                              Copilot in Dynamics 365 Customer Service now provides enhanced transparency in its responses, including better citations of its sources. With this increased transparency, customer service representatives can easily see how Copilot generates the responses and validate their accuracy. This transparency reduces the time it takes to verify the replies. With more efficient verification, representatives can decrease handle times and improve customer satisfaction.

                                                                                                              Enabled for:

                                                                                                              Users by admins, makers, or analysts

                                                                                                                Change history
                                                                                                                Timelines:
                                                                                                                Early Access: ---
                                                                                                                Public preview: ---
                                                                                                                General availability: Apr 19, 2024
                                                                                                                Last updated: Aug 07, 2025

                                                                                                                Included in:
                                                                                                                2024 release wave 1

                                                                                                                Enabled for:
                                                                                                                Users by admins, makers, or analysts

                                                                                                                Business Value

                                                                                                                With timeline highlights, you can quickly catch up on the most important updates for any record. The highlights view helps improve agent productivity by giving you an at-a-glance view of the latest developments in the timeline.

                                                                                                                Feature Details

                                                                                                                The timeline highlights feature gives you a quick overview of the most recent and important updates in the Dynamics 365 timeline. Timeline highlights bring together key developments from different activities, such as emails, notes, tasks, appointments, phone calls, and conversations.

                                                                                                                Feature details

                                                                                                                • Concise catch-up: Creates a brief catch-up list with the three most recent key events from the record's timeline. Each bullet can come from multiple activities.
                                                                                                                • Enabled by default: Comes turned on automatically and you can turn it off in Power Apps.
                                                                                                                • Scalability: Works in apps like Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, and custom model-driven Power Apps. You get a unified experience across Dynamics 365.

                                                                                                                Enabled for:

                                                                                                                Users, automatically

                                                                                                                  Change history
                                                                                                                  Timelines:
                                                                                                                  Early Access: ---
                                                                                                                  Public preview: ---
                                                                                                                  General availability: Apr 8, 2024
                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                  Included in:
                                                                                                                  2024 release wave 1

                                                                                                                  Enabled for:
                                                                                                                  Users, automatically

                                                                                                                  Business Value

                                                                                                                  Copilot for knowledge in Customer Service helps organizations reduce the time, effort, and expertise required to generate content with AI and human authors in the loop. Organizations can enhance the agility, credibility, and quality of knowledge drafts and speed up the time to publish.

                                                                                                                  Feature Details

                                                                                                                  Copilot for knowledge in Customer Service empowers support agents to quickly draft knowledge articles using case data. Agents can send the draft articles to knowledge reviewers for publishing. By democratizing the process of knowledge curation directly in the case workflow, this feature reduces the gap between knowledge consumers and knowledge creators. It also speeds up the publishing process.

                                                                                                                  Enabled for:

                                                                                                                  Users by admins, makers, or analysts

                                                                                                                    Change history
                                                                                                                    Timelines:
                                                                                                                    Early Access: ---
                                                                                                                    Public preview: Apr 8, 2024
                                                                                                                    General availability: ---
                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                    Included in:
                                                                                                                    2024 release wave 1

                                                                                                                    Enabled for:
                                                                                                                    Users by admins, makers, or analysts

                                                                                                                    Business Value

                                                                                                                    Custom presence statuses give you detailed insights into agent availability. This enhancement integrates custom presence information into agent reports, so supervisors and administrators can manage the workforce more effectively.

                                                                                                                    Feature Details

                                                                                                                    This feature enhances the reporting of agent presence information by including custom statuses. Custom statuses, such as lunch break or training, appear in agent reports like real-time and historical analytics, as well as in Agent Status History views. To build custom reports in Dynamics, use the complete agent availability information in the msdynagentstatushistory entity.

                                                                                                                    Enabled for:

                                                                                                                    Admins, makers, marketers, or analysts, automatically
                                                                                                                    Admins

                                                                                                                      Change history
                                                                                                                      Timelines:
                                                                                                                      Early Access: ---
                                                                                                                      Public preview: ---
                                                                                                                      General availability: Apr 30, 2024
                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                      Included in:
                                                                                                                      2024 release wave 1

                                                                                                                      Enabled for:
                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                      Business Value

                                                                                                                      Agents can work across multiple conversations in different browsers. They can also split their screens to view conversations. This capability improves their efficiency.

                                                                                                                      Feature Details

                                                                                                                      The Customer Service workspace lets agents sign in from multiple browsers. The workspace doesn't show the current yellow warning message about signing in from multiple browsers. Agents can open as many browsers as they want. With multiple browsers, agents can easily work across multiple conversations without constantly switching tabs in the same browser. Agents can split their screen to see the conversations side by side, so they can better serve customer requests.

                                                                                                                      When agents open multiple browsers, they see:

                                                                                                                      • An incoming conversation request on all browsers. The browser where agents select Accept is the browser that loads the conversation. All other browsers stay the same, and they dismiss the incoming notification.
                                                                                                                      • Supervisors who choose to monitor a conversation see that conversation only in the browser where they select Monitor. All other browsers stay the same.

                                                                                                                      Enabled for:

                                                                                                                      Users, automatically
                                                                                                                      This feature includes changes to the user experience for users and is enabled automatically.

                                                                                                                        Change history
                                                                                                                        Timelines:
                                                                                                                        Early Access: ---
                                                                                                                        Public preview: ---
                                                                                                                        General availability: Apr 12, 2024
                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                        Included in:
                                                                                                                        2024 release wave 1

                                                                                                                        Enabled for:
                                                                                                                        Users, automatically

                                                                                                                        Business Value

                                                                                                                        When the agent puts a customer on hold and removes the customer from hold, the call recording and transcription automatically pause and resume.

                                                                                                                        Feature Details

                                                                                                                        When an agent puts a customer on hold, the system automatically pauses the recording and transcription. When the agent takes the customer off hold, the recording and transcription automatically resume.

                                                                                                                        This feature ensures the transcript doesn't capture what the agent says while the customer is on hold. Usually, the transcript is an exchange between the customer and the agent. This feature isn't available by default. Set it for each channel at the workstream level.

                                                                                                                        Enabled for:

                                                                                                                        Users by admins, makers, or analysts

                                                                                                                          Change history
                                                                                                                          Timelines:
                                                                                                                          Early Access: ---
                                                                                                                          Public preview: ---
                                                                                                                          General availability: Apr 1, 2024
                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                          Included in:
                                                                                                                          2024 release wave 1

                                                                                                                          Enabled for:
                                                                                                                          Users by admins, makers, or analysts

                                                                                                                          Business Value

                                                                                                                          When an agent transfers a customer call, the agent puts the customer on hold. When another agent answers the transferred call, the customer is automatically taken off hold.

                                                                                                                          Feature Details

                                                                                                                          When a call is transferred to an agent and the agent accepts the incoming call, the agent doesn't need to manually take the customer off hold. The customer is automatically taken off hold when the call connects to the agent. This feature is available by default and set at the organizational level. Administrators can turn off this feature in the Customer Service admin center.

                                                                                                                          Enabled for:

                                                                                                                          Users, automatically

                                                                                                                            Change history
                                                                                                                            Timelines:
                                                                                                                            Early Access: ---
                                                                                                                            Public preview: ---
                                                                                                                            General availability: Apr 1, 2024
                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                            Included in:
                                                                                                                            2024 release wave 1

                                                                                                                            Enabled for:
                                                                                                                            Users, automatically

                                                                                                                            Business Value

                                                                                                                            Dynamics 365 Customer Service is an existing product portfolio that the Federal Risk and Authorization Management Program (FedRAMP) already authorizes for Government Community Cloud (GCC) Moderate. The product portfolio also meets many other compliance standards. When a service that the FedRAMP already authorizes makes architectural changes, the service goes through the process of evidence collection, auditing, and incremental reauthorization.

                                                                                                                            Feature Details

                                                                                                                            To get FedRAMP certifications, we submit internal and external components that we add to the end-to-end omnichannel stack in Dynamics 365 Customer Service. With FedRAMP compliance, customers in government community clouds can use the newly integrated features. The certification is for FedRAMP High on GCC Moderate.

                                                                                                                            Enabled for:

                                                                                                                            Users, automatically

                                                                                                                              Change history
                                                                                                                              Timelines:
                                                                                                                              Early Access: Feb 5, 2024
                                                                                                                              Public preview: ---
                                                                                                                              General availability: Apr 1, 2024
                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                              Included in:
                                                                                                                              2024 release wave 1

                                                                                                                              Enabled for:
                                                                                                                              Users, automatically

                                                                                                                              Business Value

                                                                                                                              After a set percentage of calls, agents automatically get a survey to give feedback on call quality. This feedback helps you find and fix issues that affect the customer experience. By addressing these issues, you improve call quality, increase customer satisfaction, and boost your business performance.

                                                                                                                              Feature Details

                                                                                                                              The end-of-call rating feature enables agents to:

                                                                                                                              • Leave a star rating at the end of a configurable percentage of calls, where 5 is excellent, 4 is good, 3 is okay, 2 is poor, and 1 is bad.
                                                                                                                              • Share feedback on what could be better for ratings of 4 and lower.
                                                                                                                              • Admins can configure the rating to appear after every one call to 100 calls and set a specific time period to run the survey.

                                                                                                                              Enabled for:

                                                                                                                              Users, automatically

                                                                                                                                Change history
                                                                                                                                Timelines:
                                                                                                                                Early Access: Feb 5, 2024
                                                                                                                                Public preview: ---
                                                                                                                                General availability: Apr 1, 2024
                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                Included in:
                                                                                                                                2024 release wave 1

                                                                                                                                Enabled for:
                                                                                                                                Users, automatically

                                                                                                                                Business Value

                                                                                                                                Minimize disruptions and enhance the customer experience by keeping communication tools in good working condition. This proactive approach boosts agent confidence and protects you from technical issues that can affect customer interactions. When you maintain a seamless and professional communication process, you strengthen customer relationships and increase operational efficiency.

                                                                                                                                Feature Details

                                                                                                                                With this feature, agents can:

                                                                                                                                • Test the microphone and speaker anytime - before, during, and after calls.
                                                                                                                                • Make a test call to check the microphone and speaker and get familiar with the in-call experience.

                                                                                                                                Enabled for:

                                                                                                                                Users, automatically

                                                                                                                                  Change history
                                                                                                                                  Timelines:
                                                                                                                                  Early Access: Feb 5, 2024
                                                                                                                                  Public preview: ---
                                                                                                                                  General availability: Apr 1, 2024
                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                  Included in:
                                                                                                                                  2024 release wave 1

                                                                                                                                  Enabled for:
                                                                                                                                  Users, automatically

                                                                                                                                  Business Value

                                                                                                                                  This update moves users to the new, modernized email template editor. Simplify the user experience by consolidating two editors into one. The modern email template editor delivers a more streamlined user experience with a feature-rich email template editing experience. It eliminates inconsistencies between versions.

                                                                                                                                  Feature Details

                                                                                                                                  The enhanced email template rich text editor is now a modern rich text editor.

                                                                                                                                  This automatic update brings the following benefits:

                                                                                                                                  • Unified editing experience: You create and manage all templates with one modern rich text email template editor. You no longer need to switch between different editors.
                                                                                                                                  • HTML support for customization: The new editor supports HTML editing. You have the flexibility to design custom layouts, apply consistent branding, and style your content exactly how you want.
                                                                                                                                  • Improved reliability: This unified modern rich text editor removes formatting issues. It offers smoother previews and a more reliable experience during both creation and runtime.
                                                                                                                                  • HTML replaces drag-and-drop functionality: The modern rich text editor replaces the drag-and-drop functionality with HTML support. This functionality ensures continuity.

                                                                                                                                  Enabled for:

                                                                                                                                  Admins, makers, marketers, or analysts, automatically
                                                                                                                                  Admins

                                                                                                                                    Change history
                                                                                                                                    Timelines:
                                                                                                                                    Early Access: ---
                                                                                                                                    Public preview: ---
                                                                                                                                    General availability: May 23, 2025
                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                    Included in:
                                                                                                                                    2025 release wave 1

                                                                                                                                    Enabled for:
                                                                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                                                                    Business Value

                                                                                                                                    This feature gives supervisors the power to monitor and manage asynchronous chat conversations in the waiting state directly from the Real-Time Analytics or Ongoing Conversations dashboards. With this feature, you can improve quality control, make it easier to manage customer escalations, and optimize agent allocation.

                                                                                                                                    Feature Details

                                                                                                                                    Previously, supervisors couldn't monitor conversations in the waiting state. The waiting state is unique to asynchronous chat conversations. With this feature, supervisors can monitor waiting conversations directly from the Real-Time Analytics or Ongoing Conversations dashboards. They can view chat transcripts and transfer conversations to the right agents. This enhancement streamlines quality control processes for supervisors in asynchronous channels. They can analyze waiting state conversations without transferring and reopening them.

                                                                                                                                    Enabled for:

                                                                                                                                    Admins, makers, marketers, or analysts, automatically
                                                                                                                                    This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
                                                                                                                                      Note:
                                                                                                                                      • The author created this article with assistance from AI. Learn more

                                                                                                                                      Change history
                                                                                                                                      Timelines:
                                                                                                                                      Early Access: ---
                                                                                                                                      Public preview: ---
                                                                                                                                      General availability: Mar 31, 2025
                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                      Included in:
                                                                                                                                      2024 release wave 2

                                                                                                                                      Enabled for:
                                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                                      Business Value

                                                                                                                                      Contact center managers need to react to events such as increases in the volume of incoming customer queries, longer resolution times, customer escalations, and agent absences. By optimizing agent allocation in real time, managers provide top-notch support and boost customer satisfaction. When managers see the overall support performance through near real-time reporting, they can monitor key operational metrics, make course corrections at the right time, and keep service levels high.

                                                                                                                                      Feature Details

                                                                                                                                      Key capabilities for supervisors and managers of contact centers include:

                                                                                                                                      • Summary report: Helps you understand the volume of customer interactions and service levels, along with the available capacity in near real time.
                                                                                                                                      • Agent report: Provides information about the agent capacity and status for the last 24 hours with the ability to drill down to see details, like capacity and adherence, at each agent level.
                                                                                                                                      • Record list: Provides the list of currently ongoing records in the last 24 hours.
                                                                                                                                      • Visual customization: Helps you customize the visual display of the out-of-the-box Power BI reports and publish it to your organization.
                                                                                                                                      • Personalization: Lets report users save and manage multiple bookmarks with the ability to set a default bookmark.
                                                                                                                                      • Auto refresh/Pause refresh: Lets users pause and resume data refresh of reports.

                                                                                                                                      Enabled for:

                                                                                                                                      Users, automatically

                                                                                                                                        Change history
                                                                                                                                        Timelines:
                                                                                                                                        Early Access: ---
                                                                                                                                        Public preview: ---
                                                                                                                                        General availability: Mar 28, 2025
                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                        Included in:
                                                                                                                                        2024 release wave 2

                                                                                                                                        Enabled for:
                                                                                                                                        Users, automatically

                                                                                                                                        Business Value

                                                                                                                                        Average handle time (AHT) and assisted supported time are key metrics that contact centers use to track agent performance. Use these metrics in business planning, forecasting, and staffing planning. Current AHT logic and calculations work for synchronous live chats. They don't support newer channels added recently. This feature improves the reliability of AHT metrics by using server signals.

                                                                                                                                        Feature Details

                                                                                                                                        Key capabilities include improving the accuracy of conversation time-related metrics by using server signals.

                                                                                                                                        • Talk time
                                                                                                                                        • Hold time
                                                                                                                                        • Wrap time (active time an agent spends in the wrap state)
                                                                                                                                        • Active session time

                                                                                                                                        Enabled for:

                                                                                                                                        Users, automatically

                                                                                                                                          Change history


                                                                                                                                          General availability date moved to Mar 2025 12/3/2024 12:00:00 AM
                                                                                                                                          Timelines:
                                                                                                                                          Early Access: ---
                                                                                                                                          Public preview: ---
                                                                                                                                          General availability: Mar 3, 2025
                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                          Included in:
                                                                                                                                          2024 release wave 2

                                                                                                                                          Enabled for:
                                                                                                                                          Users, automatically

                                                                                                                                          Business Value

                                                                                                                                          Businesses that use support services use the real-time analytics dashboard to monitor metrics and activities related to customer support. When a supervisor accesses the dashboard, they see chat metrics for all queues, not just the ones they manage. This feature ensures that supervisors see only relevant data for the queues they support when they access the omnichannel real-time analytics.

                                                                                                                                          Feature Details

                                                                                                                                          This feature automatically filters conversation data by the signed-in reporting user's queue association in real-time analytics.

                                                                                                                                          With this feature:

                                                                                                                                          • Supervisors see data that's already filtered to the queue they belong to.
                                                                                                                                          • When assigning or transferring conversations, the agent list is filtered to show agents in the queue that matches both the conversation and the agent.

                                                                                                                                          Enabled for:

                                                                                                                                          Admins, makers, marketers, or analysts, automatically

                                                                                                                                            Change history
                                                                                                                                            Timelines:
                                                                                                                                            Early Access: ---
                                                                                                                                            Public preview: ---
                                                                                                                                            General availability: Jan 21, 2025
                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                            Included in:
                                                                                                                                            2024 release wave 2

                                                                                                                                            Enabled for:
                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                            Business Value

                                                                                                                                            Out-of-the-box analytics don't give supervisors the tools to differentiate between persistent and non-persistent chats. This limitation can cause confusion because supervisors and organizations usually measure the performance of persistent chats differently. For example, the wait time for persistent chats uses a different calculation than it does for non-persistent chats. To prevent confusion and help supervisors do their jobs effectively, out-of-the-box analytics now differentiate between persistent and non-persistent chats and introduce a backlog conversation view.

                                                                                                                                            Feature Details

                                                                                                                                            The key capabilities of this feature are:

                                                                                                                                            • A backlog view for all conversations that are open.
                                                                                                                                            • Tools for supervisors to differentiate between persistent and live chats.

                                                                                                                                            Enabled for:

                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                              Change history
                                                                                                                                              Timelines:
                                                                                                                                              Early Access: ---
                                                                                                                                              Public preview: ---
                                                                                                                                              General availability: Dec 6, 2024
                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                              Included in:
                                                                                                                                              2024 release wave 2

                                                                                                                                              Enabled for:
                                                                                                                                              Admins, makers, marketers, or analysts, automatically

                                                                                                                                              Business Value

                                                                                                                                              Currently, organizations in the Government Community Cloud don't have access to the out-of-the-box analytics reports, which limits the insights available to supervisors. This release supports Government Community Cloud and addresses these limitations.

                                                                                                                                              Feature Details

                                                                                                                                              As part of this release, customers in the Government Community Cloud get the following capabilities:

                                                                                                                                              • Omnichannel real-time analytics
                                                                                                                                              • Omnichannel historical analytics
                                                                                                                                              • Customer service historical analytics
                                                                                                                                              • Personalized reports with bookmarks
                                                                                                                                              • Extended Dynamics 365 out-of-the-box analytics with visual customization

                                                                                                                                              Enabled for:

                                                                                                                                              Users by admins, makers, or analysts
                                                                                                                                                Note:
                                                                                                                                                • The author created this article with assistance from AI. Learn more

                                                                                                                                                Change history
                                                                                                                                                Timelines:
                                                                                                                                                Early Access: ---
                                                                                                                                                Public preview: ---
                                                                                                                                                General availability: Nov 15, 2024
                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                Included in:
                                                                                                                                                2024 release wave 2

                                                                                                                                                Enabled for:
                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                Business Value

                                                                                                                                                When customers extend the out-of-the-box real-time analytics, supervisor actions such as Assign, Transfer, Force close, and Monitor don't work. This issue compromises the extensibility feature because supervisors need to toggle between two versions of the real-time reports. By enabling these actions within customized reports, supervisors can use the real-time analytics and customize them to their needs without losing any functionality.

                                                                                                                                                Feature Details

                                                                                                                                                Supervisor actions such as assign, transfer, monitor, and force close are available in customized reports.

                                                                                                                                                • Monitor: Supervisors view ongoing conversations, customer sentiment, and agent responses in real time.
                                                                                                                                                • Assign: Supervisors assign conversations to specific agents based on availability and skill.
                                                                                                                                                • Transfer: Supervisors transfer conversations to another agent.
                                                                                                                                                • Force close: Supervisors end conversations.

                                                                                                                                                Enabled for:

                                                                                                                                                Users by admins, makers, or analysts

                                                                                                                                                  Change history
                                                                                                                                                  Timelines:
                                                                                                                                                  Early Access: ---
                                                                                                                                                  Public preview: ---
                                                                                                                                                  General availability: Oct 31, 2024
                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                  Included in:
                                                                                                                                                  2024 release wave 2

                                                                                                                                                  Enabled for:
                                                                                                                                                  Users by admins, makers, or analysts

                                                                                                                                                  Business Value

                                                                                                                                                  Supervisors need to understand if agents request support from tier 2 agents. Currently, supervisors can't see if a consult request is rejected or times out because the system doesn't save this data in Dataverse. Giving supervisors access to this information is critical for contact centers to use in training and monitoring.

                                                                                                                                                  Feature Details

                                                                                                                                                  This feature enhances the built-in historical and real-time analytics by adding consult request rejection and timeout rates.

                                                                                                                                                  Enabled for:

                                                                                                                                                  Admins, makers, marketers, or analysts, automatically

                                                                                                                                                    Change history
                                                                                                                                                    Timelines:
                                                                                                                                                    Early Access: ---
                                                                                                                                                    Public preview: ---
                                                                                                                                                    General availability: Oct 31, 2024
                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                    Included in:
                                                                                                                                                    2024 release wave 2

                                                                                                                                                    Enabled for:
                                                                                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                                                                                    Business Value

                                                                                                                                                    Copilot in Customer Service uses generative AI to create an impact across various tasks such as completing customer conversations, triaging and closing cases, and drafting and sending emails. The copilot analytics dashboard helps users understand the impact that Copilot has across these various tasks.

                                                                                                                                                    Feature Details

                                                                                                                                                    The Copilot analytics dashboard helps supervisors and customer service managers see how Copilot affects their customer service operations. With Copilot, customer service agents can easily complete tasks related to conversations, cases, and emails.

                                                                                                                                                    The Copilot report includes the following key metrics:

                                                                                                                                                    • Daily active users: Shows the number of unique users who used any of the Copilot features in the last day.
                                                                                                                                                    • Percentage of Copilot responses used: Shows the number of responses that Copilot generates across all Copilot features, and the percentage of those responses that agents use.
                                                                                                                                                    • Agent ratings: Users can give a thumbs-up or thumbs-down for Copilot when they use any of its features. The trend in the aggregated data shows how satisfied users are.

                                                                                                                                                    The following metrics show two values that indicate when Copilot is used and when it isn't:

                                                                                                                                                    • Average handle time for conversations: Shows how conversations affect the average handle time metric.
                                                                                                                                                    • Average days to close for cases: Also known as case resolution time.
                                                                                                                                                    • Average email response time: Shows the time it takes to draft and send an email.

                                                                                                                                                    For a customer service manager, these metrics help you analyze how your agents interact with the copilot capabilities and how they help improve your business.

                                                                                                                                                    Enabled for:

                                                                                                                                                    Users by admins, makers, or analysts

                                                                                                                                                      Change history
                                                                                                                                                      Timelines:
                                                                                                                                                      Early Access: ---
                                                                                                                                                      Public preview: ---
                                                                                                                                                      General availability: Jul 1, 2024
                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                      Included in:
                                                                                                                                                      2024 release wave 1

                                                                                                                                                      Enabled for:
                                                                                                                                                      Users by admins, makers, or analysts

                                                                                                                                                      Business Value

                                                                                                                                                      Administrators don't need to turn on a toggle to enable users to join their customers on Teams calls. When the feature is generally available, wider adoption happens.

                                                                                                                                                      Feature Details

                                                                                                                                                      Users can invite their customers to join them on Teams without needing an administrator to set up the feature. This release makes the feature generally available to all Dynamics 365 Customer Service users.

                                                                                                                                                      Enabled for:

                                                                                                                                                      Users, automatically
                                                                                                                                                      Users

                                                                                                                                                        Change history
                                                                                                                                                        Timelines:
                                                                                                                                                        Early Access: ---
                                                                                                                                                        Public preview: ---
                                                                                                                                                        General availability: Apr 1, 2024
                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                        Included in:
                                                                                                                                                        2024 release wave 1

                                                                                                                                                        Enabled for:
                                                                                                                                                        Users, automatically

                                                                                                                                                        Business Value

                                                                                                                                                        Unified routing uses dynamic bookings that change frequently, so it assigns tasks to service representatives only when they're available. With unified routing, the routing system follows the workforce management schedules. This system boosts productivity and satisfaction because representatives don't miss breaks or get interrupted during training. It also ensures that SLAs are honored, which leads to higher customer satisfaction.

                                                                                                                                                        Feature Details

                                                                                                                                                        This feature offers the following capabilities:

                                                                                                                                                        • Administrators can turn on unified routing to support record assignment based on shift bookings that agents create in Dynamics 365 or import from non-Microsoft workforce management solutions.
                                                                                                                                                        • Service representatives get assigned tasks only for the time periods when they're scheduled for working type bookings. They don't receive assignments during breaks and training sessions. They don't need to manually reset their presence to avoid assignments.

                                                                                                                                                        Enabled for:

                                                                                                                                                        Users by admins, makers, or analysts
                                                                                                                                                        Users

                                                                                                                                                          Change history


                                                                                                                                                          General availability date moved to May 2025 5/2/2025 12:00:00 AM
                                                                                                                                                          Timelines:
                                                                                                                                                          Early Access: ---
                                                                                                                                                          Public preview: ---
                                                                                                                                                          General availability: May 30, 2025
                                                                                                                                                          Last updated: Aug 07, 2025

                                                                                                                                                          Included in:
                                                                                                                                                          2025 release wave 1

                                                                                                                                                          Enabled for:
                                                                                                                                                          Users by admins, makers, or analysts

                                                                                                                                                          Business Value

                                                                                                                                                          Often, businesses need common rules across different lines of business, queues, and workstreams. To set up these common rules, administrators go through each queue, manually creating a ruleset and adding rules. Repeating this step for each queue, which can include hundreds of queues, takes hours. Using a template for the ruleset simplifies this process. With a template, administrators create templates for common routing rulesets and apply them to queues and workstreams, so they save hours of work.

                                                                                                                                                          Feature Details

                                                                                                                                                          Create templated rulesets for routing configurations, such as prioritization, assignment, and work classification rulesets. When you create prioritization, assignment, and work classification rulesets in a queue or workstream, apply these ruleset templates. Administrators can manage templated ruleset configurations globally from one location and publish updates to all queues and workstreams where the ruleset is applied.

                                                                                                                                                          Enabled for:

                                                                                                                                                          Admins, makers, marketers, or analysts, automatically
                                                                                                                                                          This feature is meant to be used by administrators, makers, or business analysts and is enabled automatically.
                                                                                                                                                            Note:
                                                                                                                                                            • The author created this article with assistance from AI. Learn more

                                                                                                                                                            Change history
                                                                                                                                                            Timelines:
                                                                                                                                                            Early Access: ---
                                                                                                                                                            Public preview: ---
                                                                                                                                                            General availability: Apr 18, 2025
                                                                                                                                                            Last updated: Aug 07, 2025

                                                                                                                                                            Included in:
                                                                                                                                                            2025 release wave 1

                                                                                                                                                            Enabled for:
                                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                                            Business Value

                                                                                                                                                            When a contact center experiences a surge in conversations, admins and supervisors suddenly face a staffing shortage. To handle these surges, they need to quickly add or redistribute the workforce between channels and lines of business that queues represent. This enhancement speeds up the queue membership updates that admins make. These benefits help you keep customer wait times low during peak traffic and prevent unintended work assignments.

                                                                                                                                                            Feature Details

                                                                                                                                                            When administrators update queue memberships, the system immediately reflects those changes—no need to wait 15 minutes. With real-time queue membership updates, agents can start taking work in their new record queues as soon as you add them. When you remove agents from queues, they stop receiving work from those queues right away, which reduces wait times caused by reroutes.

                                                                                                                                                            Enabled for:

                                                                                                                                                            Admins, makers, marketers, or analysts, automatically

                                                                                                                                                              Change history
                                                                                                                                                              Timelines:
                                                                                                                                                              Early Access: ---
                                                                                                                                                              Public preview: ---
                                                                                                                                                              General availability: Oct 30, 2024
                                                                                                                                                              Last updated: Aug 07, 2025

                                                                                                                                                              Included in:
                                                                                                                                                              2024 release wave 2

                                                                                                                                                              Enabled for:
                                                                                                                                                              Admins, makers, marketers, or analysts, automatically

                                                                                                                                                              Business Value

                                                                                                                                                              When contact centers face sudden spikes in customer queries in queues, agents might not be available to respond quickly. To improve customer satisfaction, overflow handling helps customers who wait too long by taking actions like automatically transferring work items to other queues.

                                                                                                                                                              Feature Details

                                                                                                                                                              When work items overflow in a queue, administrators can:

                                                                                                                                                              • Set a clear and reasonable wait time limit for work items before the system marks them for overflow.
                                                                                                                                                              • Define a contingency plan for work items that exceed the wait time limit. For example, you can set up a plan to transfer these work items to another queue that has more agents available to address the customer request.

                                                                                                                                                              Enabled for:

                                                                                                                                                              Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                Change history
                                                                                                                                                                Timelines:
                                                                                                                                                                Early Access: ---
                                                                                                                                                                Public preview: ---
                                                                                                                                                                General availability: Sep 30, 2024
                                                                                                                                                                Last updated: Aug 07, 2025

                                                                                                                                                                Included in:
                                                                                                                                                                2024 release wave 1

                                                                                                                                                                Enabled for:
                                                                                                                                                                Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                Business Value

                                                                                                                                                                With queue priority-based routing, agents handle high-value or urgent conversations faster to keep customer satisfaction high. This feature helps businesses use contact center resources more efficiently to address the most pressing issues.

                                                                                                                                                                Feature Details

                                                                                                                                                                Administrators set the priority for queues by using the Group Number field. When assigning work items, the system orders queues from highest to lowest priority. For queues that share the same priority, the system uses the default first-in-first-out work item prioritization. With either the out-of-the-box assignment methods or custom assignment without prioritization rules, the system assigns the oldest items first across these queues.

                                                                                                                                                                Queues with custom prioritization rules need to have different queue priorities. If queues with custom prioritization rules share the same priority, the system sorts those queues alphabetically by default.

                                                                                                                                                                Enabled for:

                                                                                                                                                                Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                  Change history
                                                                                                                                                                  Timelines:
                                                                                                                                                                  Early Access: ---
                                                                                                                                                                  Public preview: ---
                                                                                                                                                                  General availability: Aug 15, 2024
                                                                                                                                                                  Last updated: Aug 07, 2025

                                                                                                                                                                  Included in:
                                                                                                                                                                  2024 release wave 1

                                                                                                                                                                  Enabled for:
                                                                                                                                                                  Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                  Business Value

                                                                                                                                                                  By handling the customer who waits the longest across the queues, contact centers reduce the average wait times.

                                                                                                                                                                  Feature Details

                                                                                                                                                                  When agents subscribe to multiple queues with first-in, first-out prioritization, the system assigns the customer who waits the longest across these queues. This change applies to queues that use one of the following out-of-the-box assignment methods:

                                                                                                                                                                  • Highest capacity
                                                                                                                                                                  • Advanced round robin
                                                                                                                                                                  • Least active routing

                                                                                                                                                                  Enabled for:

                                                                                                                                                                  Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                    Change history
                                                                                                                                                                    Timelines:
                                                                                                                                                                    Early Access: ---
                                                                                                                                                                    Public preview: ---
                                                                                                                                                                    General availability: May 31, 2024
                                                                                                                                                                    Last updated: Aug 07, 2025

                                                                                                                                                                    Included in:
                                                                                                                                                                    2024 release wave 1

                                                                                                                                                                    Enabled for:
                                                                                                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                    Business Value

                                                                                                                                                                    Organizations can now create up to 200 route-to-queue rules in a workstream, instead of just 100. With this increase, organizations can set more detailed rules for choosing the right queue for a work item. They get more flexibility in how they set up routing.

                                                                                                                                                                    Feature Details

                                                                                                                                                                    Administrators can now add up to 200 route-to-queue rules in a workstream, so they can set more specific routing conditions. This limit directs work items to the most suitable queue and improves efficiency in complex customer service environments.

                                                                                                                                                                    Enabled for:

                                                                                                                                                                    Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                      Change history
                                                                                                                                                                      Timelines:
                                                                                                                                                                      Early Access: ---
                                                                                                                                                                      Public preview: ---
                                                                                                                                                                      General availability: Apr 30, 2024
                                                                                                                                                                      Last updated: Aug 07, 2025

                                                                                                                                                                      Included in:
                                                                                                                                                                      2024 release wave 1

                                                                                                                                                                      Enabled for:
                                                                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                      Business Value

                                                                                                                                                                      Contact center agents can change the skills they attach to a conversation by using the skill control. When you customize this experience, your organization gets more control over the list of skills that appear for each conversation. This change cuts down the time agents spend searching for the right skills and lowers the risk of attaching incorrect skills.

                                                                                                                                                                      Feature Details

                                                                                                                                                                      With the new customization options for skill control, administrators can:

                                                                                                                                                                      • Customize the Fetch XML to select the relevant skills for each conversation.
                                                                                                                                                                      • Change the Fetch XML to dynamically set the skills that appear for each conversation.

                                                                                                                                                                      Enabled for:

                                                                                                                                                                      Admins, makers, marketers, or analysts, automatically

                                                                                                                                                                        Change history
                                                                                                                                                                        Timelines:
                                                                                                                                                                        Early Access: ---
                                                                                                                                                                        Public preview: ---
                                                                                                                                                                        General availability: Apr 30, 2024
                                                                                                                                                                        Last updated: Aug 07, 2025

                                                                                                                                                                        Included in:
                                                                                                                                                                        2024 release wave 1

                                                                                                                                                                        Enabled for:
                                                                                                                                                                        Admins, makers, marketers, or analysts, automatically