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Share a link to a CRM record

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You can copy a link to a CRM record and then share it in a Teams chat or an email message. When you paste the CRM record's link into Teams chat, it will unfurl into a rich adaptive card. When you paste the CRM record's link in an email message, a link to the record is pasted.

  1. Open the Copilot for Sales pane.

  2. In the (record type) card, hover over the record to which you want to copy a link, select More actions (...) > Copy link.

    Screenshot showing copy record link.

    Alternatively, you can select a record to open its details and then select More actions (...) > Copy link.

    Screenshot showing copy link from record details.

  3. Paste the link in a Teams chat or email.