A new way to bring service workflows, insights, and actions directly into Copilot

Microsoft 365 Copilot is becoming the primary interface for how people get work done. As more teams rely on Microsoft 365 Copilot to retrieve information, reason over data, and take action, the need for domain‑specific intelligence, especially for customer service, has never been greater.

On March 9^th, we announced the frontier transformation, where we introduced a new type of business application integrated with Microsoft 365 Copilot. Today, we’re excited to introduce Service Agent in Microsoft 365 Copilot: a purpose‑built agent that brings customer service context, insights, and actions directly into the Copilot experience employees already use every day.

Service Agent enables service teams to move faster, stay focused, and resolve issues with greater confidence, without switching tools or losing context.

What is Service Agent?

Service Agent is a declarative agent that runs inside Microsoft 365 Copilot, designed specifically for customer service scenarios.

It combines:

• The reach and familiarity of Microsoft 365 Copilot
• The depth of Dynamics 365 Customer Service data
• The power of agents that can reason, retrieve, and take action

With Service Agent, service professionals can interact with cases, knowledge, and service workflows using natural language—grounded in both Microsoft 365 and Dynamics 365 Customer Service system data—right from Copilot.

Why this matters for IT and service leaders

For years, service professionals have had to juggle multiple tools: CRM systems, knowledge bases, emails, internal chats, and reports, often switching context.

Service Agent changes that model by making Copilot the primary system of engagement for service work.

This approach delivers three key benefits:

1. One Copilot experience, across all applications including within Dynamics 365 Customer Service

Service Agent brings service workflows into the same Copilot surface used for everyday productivity, reducing friction, training overhead, and context switching.

2. Faster resolution through richer context

By grounding Copilot in both Microsoft 365 data (Outlook, Teams, SharePoint) and Dynamics 365 service data (such as cases, emails, knowledge, customer history), service professionals can build case understanding in seconds—not minutes.

3. Action, not just answers

Service Agent doesn’t stop at reading and synthesizing data. It can help service professionals prioritize cases, update records, draft responses to customers, and trigger workflows—all through natural language.

What Service Agent can do in Public Preview

In its initial release, Service Agent enables scenarios such as:

• Case understanding and summarization
  Quickly generate rich summaries of customer cases, including context from prior interactions and related knowledge.
• Case prioritization and workload awareness
  Ask Copilot what needs attention now, based on customer signals and service data.
• Service knowledge retrieval
  Get relevant answers grounded in Dataverse and SharePoint knowledge, directly within Copilot.
• Make data updates and initiate workflows
  Make updates to service records, add case notes and initiate workflows such as child case creation without leaving Copilot.
• Cross‑app continuity, shared history, shared memory
  Move seamlessly between applications such as Teams, Outlook, and Dynamics 365 Customer Service while maintaining shared memory and chat history.

Figure 1: Getting answers from Dataverse and SharePoint in Copilot Service Workspace

Figure 2: Customer interactions summaries across Dataverse, Teams and Outlook in Microsoft 365 Copilot app

Built for enterprise requirements

Service Agent is designed with enterprise IT needs in mind:

• Grounded in Microsoft 365 Copilot with enterprise‑grade security and compliance
• Aligned with existing Dynamics 365 Customer Service investments
• Extensible, Service Agent will extend to supporting additional skills, apps, and workflows over time
• Admin‑friendly, building on familiar Copilot and Dynamics management models

Service Agent acts as an intelligent layer on top of existing service systems, bringing the right information and actions to users, when and where they need them across the application ecosystem.

Getting started

Service Agent is now available in public preview, with several ongoing enhancements planned as we expand capabilities, performance, and extensibility.

To learn more:

• Turn on Service Agent using the public preview documentation
• Add the Microsoft 365 Copilot to Dynamics 365 Customer Service using the documentation
• Follow updates on Microsoft Learn and the ITPro Blog
• Engage with your Microsoft account team for preview guidance

Looking ahead

Service Agent is a significant step toward a future where Copilot is the primary way people engage with business systems—not just to ask questions, but to get work done.

We’re excited to partner with customers and IT leaders as we continue to evolve Service Agent and bring more service capabilities into Microsoft 365 Copilot.

Stay tuned for more.

The post Introducing Service Agent in Microsoft 365 Copilot appeared first on Microsoft Dynamics 365 Blog.

As customer support organizations scale, maintaining consistent service quality becomes a challenge. Manual quality reviews are time-consuming, subjective, and often fail to cover the full spectrum of agent interactions. The Quality Evaluation Agent (QEA) in Dynamics 365 Customer Service and Dynamics 365 Contact Center addresses this gap, bringing automation, consistency, and intelligence to quality assessments for both case and conversation records. 

QEA introduces a powerful, extensible evaluation framework that empowers teams to track and elevate support quality across every customer interaction. Beginning October 24, QEA case capabilities are generally available, and conversation capabilities are in public preview.  

What is the Quality Evaluation Agent? 

QEA is an AI-powered agent that automatically evaluates support interactions, whether through cases or conversations, against predefined criteria. It helps organizations monitor human service rep and AI agent behavior, ensure compliance with service guidelines, and continuously improve customer engagement quality. QEA streamlines evaluation processes, reduces subjectivity, and provides real-time, actionable insights.  

QEA empowers supervisors to conduct automated, score-based evaluations across the entire interaction lifecycle. These evaluations deliver critical insights to help identify, mitigate, and prevent potential risks, ensuring efficient and scalable quality management. By minimizing the reliance on manual review processes and enabling data-driven decision-making, we are not just improving operational efficiency; we are raising the bar for customer experience and compliance in every conversation. 

QEA is built on two key concepts: 

• Evaluation Criteria: Define what “quality” means for your organization. Take inspiration from out-of-the-box criteria based on CARE (Communicate Effectively, Accountability, Resourcefulness, Empathy) or create your own tailored to business needs. 

• Evaluation Plan: Choose how and when to trigger evaluations. 
  • On-demand: Flexibility to trigger evaluation of agent interactions at any time.
  • Event-based: Automatically evaluate agent interactions based on specific events or conditions.

Evaluations are centralized in a comprehensive dashboard where quality leads can review, filter, and analyze results. 

Out-of-the-box, but built for you 

QEA ships with out-of-the-box support quality criteria, designed in partnership with the Microsoft customer support team. Out-of-the-box support quality criteria provides a solid reference point for customers to take inspiration for quality measurement. 

But we didn’t stop there. QEA is built to extend. Organizations can define their own evaluation criteria, fully aligned to their internal KPIs, compliance standards, brand values, and customer expectations. You control the logic, language, and scoring, while QEA runs the evaluations for you. 

Evaluation output at your fingertips 

Each evaluation provides a detailed summary of performance across criteria, along with: 

• Evaluation scores and breakdowns 

• AI-generated comments for coaching 

• Review options for supervisors 

• Traceability and consistency in scoring 

This enables support teams to move from anecdotal coaching to data-driven quality improvement. 

Why this matters 

Manual quality assurance typically covers less than 5 percent of customer interaction. QEA expands that dramatically, enabling teams to evaluate 10 times more interactions with consistency and precision. This leads to: 

• Faster agent feedback cycles 

• Better coaching with clear, actionable examples 

• Improved customer experiences 

• Early detection of behaviors that lead to compliance risks and proactive mitigation 

• Surface coaching opportunities tied directly to customer sentiment and outcomes 

• Trend analysis to uncover systemic issues across teams, locations, or products 

• Reduced bias and variability in agent evaluations 

QEA doesn’t just automate, it elevates. It enables contact centers to shift from reactive correction to proactive improvement. It transforms quality assurance from a checkbox exercise into a strategic lever for growth, compliance, and customer satisfaction. 

Looking forward

QEA is already evolving. The latest updates include status indicators for evaluation of success/failure. And coming soon, agents will be able to view error logs and retrigger failed evaluations, giving teams full visibility and control over evaluation workflows. 

The Quality Evaluation Agent is generally available now. If your organization is ready to scale coaching, drive consistent customer support representative  behavior, and elevate customer service excellence, QEA is here to help. 

Get started today by enabling QEA in your Dynamics 365 Customer Service and Dynamics 365 Contact Center environment.  

Learn more 

Watch a quick video introduction. 

For configuration steps, extensibility options, and best practices, see Manage Quality Evaluation Agent | Microsoft Learn  

The post Elevate support excellence with Quality Evaluation Agent  appeared first on Microsoft Dynamics 365 Blog.

With the latest updates to the Case Management Agent (CMA) in Dynamics 365 Customer Service, Microsoft is helping organizations accelerate their evolution into frontier firms. These organizations lead by empowering AI agents to run entire business processes while humans set direction and monitor progress.  

The July 2025 preview updates to CMA introduced powerful capabilities that automate the entire case lifecycle, from creation to closure, with the flexibility to provide enterprise-grade case resolutions.  

The release of CMA in April 2025 laid the foundation for intelligent, agent-led automation. We built the agent to autonomously create and update cases, with AI-powered field population and contextual updates. Then, it could semi-autonomously follow up on cases and close them. 

Now, CMA offers flexibility for both fully autonomous and semi-autonomous workflows. Here’s how full automation manages the entire case lifecycle: 

• Case creation and update: Automatically generates and updates cases from chat, voice and email channels using AI-powered field prediction.

• Case resolution: Drafts context-aware resolution emails and manages follow-up sequences, including SLA-based timing and escalation logic. 

• Case follow-up and closure: Automatically drafts context-aware resolution emails to follow up on cases and closes them once resolution criteria are met, with options for agent review or full automation. 

These capabilities reduce handle time, improve consistency, and free up customer service representatives to focus on complex, high-value interactions.

Autonomous case creation and update

The Case Management Agent can now create and update cases through any channel of engagement including voice, chat, email and social channels. A case gets created when the customer service representative accepts the chat request and automatically updates it at the end of the conversation. Furthermore, it can update related entities (such as contacts) based on ongoing customer interactions, reducing manual effort and improving data accuracy. The July updates also bring improvements to email channel handling. CMA now supports: 

• Automated detection of intent for incoming emails and case updates 

• Automated follow-up emails which outline clarifying questions to get more precise information to help resolve the case 

These features are particularly valuable for industries like finance, manufacturing, and services, where customers often send their queries via emails. 

Autonomous case resolution 

A major advancement in this update is the ability to resolve cases in an autonomous manner. CMA uses intent to determine the best course of action for each case, including drafting resolution emails from knowledge bases and triggering custom agents to resolve customer issues. If CMA can’t resolve a case autonomously, it has the intelligence to proactively escalate to a supervisor or customer service representative.  

Support for custom agents means organizations can now configure CMA to work with their own resolution logic, workflows, and data models without limitations. It allows for: 

• Tailored resolution logic: Organizations can define how to resolve cases based on their unique business rules, processes, escalation paths, and customer segments. 

• Flexible integration: CMA can now trigger custom flows, invoke external services, or interact with proprietary systems to determine the best resolution path. 

• Enhanced control: Admins can fine-tune CMA’s behavior to align with internal compliance requirements, service tiers, and operational goals. 

Enhanced email channel support 

The July updates also bring improvements to email channel handling. CMA now supports: 

• Automated detection of intent for incoming emails and case updates. 

• Automated follow-up emails with clarifying questions to get more precise information to help resolve a case.

These features are particularly valuable for industries like finance, manufacturing, and service, where customers often send their queries via emails. 

Fully autonomous case follow-up and closure

Another impactful addition in this release is the ability for CMA to handle case follow-up and closure in a fully autonomous manner. Once a resolution is proposed – either manually or autonomously – CMA can initiate follow-up messages to confirm customer satisfaction, track SLA intervals, and automatically close the case if no further action is required. This eliminates the need for customer service representatives to monitor post-resolution status manually and ensures that cases are closed in a timely, consistent, and compliant fashion. It also triggers the Customer Knowledge Management Agent if a knowledge asset needs to be created from the case. Administrators can configure the number of follow-ups, timing intervals, and closure conditions, giving organizations full control over the automation logic while reducing operational overhead.

Configuration and control 

Administrators can fine-tune CMA’s behavior using global settings and configuration options. This includes: 

• Setting up field mappings, related entities and business context for AI based case updates. 

• Configuring appropriate knowledge, custom agents and other tools to resolve cases 

• Specifying the email templates, and the number and timing of follow-up and case closure emails 

• Controlling whether CMA is semi- or fully autonomous 

This level of control ensures that any organization can tailor CMA to meet their needs. 

If your organization wants to reduce manual effort, improve resolution times, and deliver consistent customer experiences, now is the time to explore what this agent can do. Preview CMA in your Dynamics 365 Customer Service environment today!

Learn more

To learn more, read the documentation: Autonomous service agents in Dynamics 365 (preview) | Microsoft Learn 

The post Empowering frontier firms with the Case Management Agent appeared first on Microsoft Dynamics 365 Blog.