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Recorded 23 Oct 2026 at 01:05 UTC. This is what ChangeIntel recorded, including the title, summary, facts and links. It is not a statement of the source's current position. See the latest record.

Dynamics 365 Customer Service: Copilot and AI innovation - View next best actions with Customer Intent Agent

An administrator can enable this feature for the entire organization in the Customer Service admin center. Turning on next best actions populates the Copilot pane with actions that service representatives can use. Important case attributes are consolidated in one place as the representative gathers information through back-and-forth exchanges with the customer. Knowledge articles are suggested so representatives can dig deeper and understand the reasoning behind the recommendations. Business Value: Next Best Action (NBA) allows service representatives to perform a suite of Copilot-powered actions in one click. These actions include, but aren't limited to, drafting emails, updating knowledge articles, updating case notes, and more. Enabled for: Enabled by admins/makers/marketers for end users

Cite this recorded revision

What it said

Roadmap ID
577819
Status
Launched
General availability target
August CY2026
Preview target
Not stated
Products
Microsoft Copilot (Microsoft 365), Dynamics 365 Customer Service
Clouds
Worldwide (Standard Multi-Tenant)
Release phases
General Availability
Platforms
Web
Added to the roadmap
22 Oct 2026 23:45 UTC
Last changed
22 Oct 2026 23:45 UTC

Source evidence when recorded

Microsoft 365 roadmap
Complete at observationRead 23 Oct 2026 at 01:05 UTC

Coverage describes the sources at this observation. A complete read then does not establish their current position.

ChangeIntel

An IT change radar: releases, security, known issues, retirements, documentation changes, and service status from public sources. Every item links to supporting evidence; dates and statuses can change after they are read.

Sources read 23 Oct 02:06 UTC · 263 of 264 readable · 260 fully read · documentation 418/442 current