Microsoft 365 Copilot for Service – Create case records from customer emails with one click
We are announcing the ability to create case records from customer emails within Outlook in Microsoft 365 Copilot for Service. This feature will reach general availability on January 1, 2026. How does this affect me? This feature provides the following functionality: One-click case creation: When you view a customer email in Outlook, you can leverage the Copilot for Service side panel to instantly create a new case. Automatic data capture: Information from an email, such as subject, customer details, and issue description, are automatically extracted and populated into relevant case fields. Customizable and editable fields: Before saving a case, you can easily modify any prefilled information to help ensure accuracy and completeness. What do I need to do to prepare? This message is for awareness, and no action is required. Message ID: MC1204498
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