Share records when composing emails in Outlook | What's New with Dynamics 365 Shorts


Learn how to share records when composing emails in Outlook using Copilot for Sales in this episode of "What's New With Dynamics 365." This feature enhances security and accuracy by ensuring recipients only see details if they have access to the record. The adaptive card will auto-refresh to display any changed CRM content. For more information, visit the Microsoft Learn website. Join the Dynamics 365 Community to connect with other users.


Video 1m

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