Use Microsoft Copilot for Service with your external CRM 


Microsoft has released Copilot for Service, a tool that allows agents to easily manage customer inquiries, track service requests, and provide personalized support. It integrates Microsoft 365 experiences with external systems like Salesforce, Zendesk, and ServiceNow. Copilot for Service includes features such as drafting email responses in Outlook, email and case summaries, and meeting recaps in Teams. Users can create their own copilots using Copilot Studio and connect to external data sources. Copilot for Service eliminates the need for development overhead and can be tailored to an organization's specific needs. To get started, users can create a copilot instance and test it in the demo agent desktop.


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