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We are announcing the ability to automate case lifecycle tasks with Case Management Agent, which automates case creation and updates, facilitates collaboration with experts, and streamlines the case follow-up and closure process in Dynamics 365 Customer Service. This feature will reach general availability on October 31, 2025.
How does this affect me?
The Case Management Agent provides the following capabilities:
- Automate case creation and case details during live chats and from incoming emails:When a customer service representative accepts a live chat, the Case Management Agent will automatically create a case and fill in the required information. When the conversation ends, the agent automatically updates the case fields. When automatic record creation (ARC) rules convert an email into a case, the system automatically extracts the required information from the email and populates case fields. The case will stay up to date as the customer sends new emails.
- Automate case resolution: Once the case is created and updated, the Case Management Agent will leverage identified intent to autonomously draft and send email responses after a case is created. This ensures timely communication and resolution of customer issues with minimal human intervention.
- Automate case follow-up and closure: Once resolution is provided, the Case Management Agent sends follow-up emails. When a customer responds, the agent resolves the case or will alert the service representative when needed. These capabilities boost efficiency and closure to reduce case handling time.
This message is for awareness, and no action is required.
If you would like more information on this feature, please visit Set up Case Management Agent for case creation and update (preview).
Source: Microsoft
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