check before: 2025-01-20
Product:
Copilot, Outlook, Teams
Platform:
Online, World tenant
Status:
Change type:
Links:
Details:
We are announcing the share records when composing emails in Outlook feature for Copilot for Sales. This feature will make it easy to find and show a rich embedded adaptive card to recipients. Typing the '/' key followed by the name of the record automatically completes a CRM record name and adds it to the email. This feature will reach general availability on January 20, 2025.
Change Category:
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Scope:
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Release Phase:
Created:
2024-12-22
updated:
2024-12-22
Task Type
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Docu to Check
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MS How does it affect me
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MS Preperations
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MS Urgency
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MS workload name
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summary for non-techies**
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Direct effects for Operations**
User Experience Disruption
If the feature is enabled without proper training, users may struggle to utilize the new functionality effectively, leading to confusion and decreased productivity.
- roles: Sales Representatives, Customer Support Agents
- references: https://www.forbes.com/sites/bernardmarr/2021/01/25/the-top-5-technology-trends-in-2021/?sh=5c1c1c5e7b8e, https://www.gartner.com/en/information-technology/insights/technology-trends
Data Access Issues
Users may inadvertently share sensitive CRM records with recipients who do not have the necessary access rights, leading to potential data breaches or compliance issues.
- roles: Sales Managers, Compliance Officers
- references: https://www.csoonline.com/article/3531230/what-is-data-breach-definition-and-examples.html, https://www.privacyshield.gov/article?id=Data-Breach-Notification-Requirements
Configutation Options**
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Data Protection**
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IT Security**
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explanation for non-techies**
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** AI generated content. This information must be reviewed before use.
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Last updated 22 hours ago
