Microsoft has launched Service Agent in Microsoft 365 Copilot, a purpose-built agent designed to bring customer service workflows, case data, and actions directly into the Copilot interface that service teams already use daily.
The agent, now available in public preview, allows service professionals to manage cases, retrieve knowledge, update records, and trigger workflows entirely through natural language, without switching between their CRM, email, and internal tools. It draws on data from both Microsoft 365 applications including Outlook, Teams, and SharePoint, and Dynamics 365 Customer Service, giving agents a combined view of customer history and open cases from a single surface.
Microsoft says the move is part of a broader shift toward making Copilot the primary system of engagement for business work, rather than a search or summarization tool sitting alongside existing applications. Service Agent can generate case summaries, flag priority items based on customer signals, retrieve relevant knowledge articles grounded in Dataverse and SharePoint, and add case notes or initiate child case creation, all without leaving the Copilot workspace.
The product is designed to sit on top of existing Dynamics 365 Customer Service investments rather than replace them, with Microsoft describing it as an intelligent layer that brings information and actions to users across the application ecosystem. It carries enterprise-grade security and compliance alignment consistent with the broader Microsoft 365 Copilot framework.
Microsoft has indicated that additional skills, workflows, and application support will be added as the public preview progresses. Organizations can enable the agent through the public preview documentation on Microsoft Learn.
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