| title | description | ms.date | ms.topic | ms.service | author | ms.author |
|---|---|---|---|---|---|---|
View and update CRM record details |
Learn how to view and update CRM record details. |
02/02/2024 |
article |
microsoft-sales-copilot |
sbmjais |
shjais |
After you receive a CRM record card in a Teams conversation, you can view and update its details.
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In the record card, select Open in Dynamics 365 or Open in Salesforce. The record opens in the CRM in your web browser.
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Update the information as needed and save your changes.
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To see the updated information, hover over the card, select More options (...), and then select Refresh.
:::image type="content" source="media/refresh.png" alt-text="Screenshot showing how to refresh the Copilot for Sales contact card.":::