August 2023 Update Summary
Availability: The update is available in all regions as of August 07, 2023.
Main Features:
Teams Meeting Experiences:
Streamlined access to CRM data during Teams meetings.
Sellers can view and edit the CRM record during the meeting in the Teams app.
Collaboration Space:
CRM customizations apply to accounts and opportunities.
Integration with CRM customizations in the Sales Copilot app.
CRM Operations:
Support for saving draft emails.
Mandatory field enforcement in Sales Copilot.
Record type filter for polymorphic fields.
Support for saving Outlook emails and appointments to Salesforce CRM.
Administrator Settings:
Sales Copilot features enabled by default for Dynamics 365 customers in North America and Europe.
Copilot Generated Emails:
Improved meeting invitation experience.
Copilot Summarized CRM Entities:
Data discoverability with references.
Copilot Email Summaries:
Citations and explanations added to summary bullets.
Administration Updates:
Software Version Updates:
Critical Bug Fixes: