Dynamics 365 Customer Service – Custom instructions for Copilot ask a question [MC1229769]

Message ID: MC1229769
We are announcing the ability to use custom instructions for Microsoft Copilot ask a question in Dynamics 365 – Customer Service. This feature will reach general availability on February 28, 2026.

How does this affect me?
This feature allows you to define persistent preferences that guide how your Copilot agents respond across conversations. Instead of adapting on every prompt, you can specify upfront how you want your agent to behave with ask a question. This includes preferred tone, desired level of detail (e.g. summary vs. deep analysis), formatting preferences, role or context to assume, and constraints to follow.

What action do I need to take?
This message is for awareness, and no action is required.

Source: Microsoft

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