Table of Contents
Summary
- Administrators can now control CRM record type access directly from Sales Chat admin settings in the Sales app.
- Sales Agent’s chat experiences can access a broader set of CRM record types, independent of Forms Settings, Outlook sidecar, and Teams configurations.
- Previous CRM record type configurations in Forms Settings have been migrated to the new Sales Chat admin experience, requiring review and potential updates by admins.
- For Dynamics 365 customers, glossary/synonyms configurations need to be updated in Power Apps, changing skill names from Saleschatdvqna to Salesspecificqna.
- Salesforce environments do not currently support glossary/synonyms configuration in this release.
Admin Impact: Medium
User Impact: Low
Release Start: 02 Feb 2026
Release End: 02 Feb 2026
Services: D365 Apps
Category: Stay informed
Tags: Feature Update
History
2/11/2026 Item Added to Message Center
Microsoft Message
On February 2, 2026, we released an update to the Sales Chat admin settings that gives administrators a more clear and flexible way to control which CRM record types Sales Agent’s chat based experiences can access.
How does this affect me?
With this update, admins can now configure CRM data access directly from Sales Chat admin settings in the Sales app. This new experience allows Sales Agent’s chat-based experiences to access a broader set of CRM record types and decouples Sales Agent’s chat configurations from Sales Agent’s Forms Settings, Outlook sidecar, and Teams configurations.
Any previous CRM record type configurations defined in Forms Settings have been automatically migrated into the new Sales Chat admin experience. Admins should still review and update the list of record types to ensure it reflects their current needs.
Glossary / Synonyms configuration updates
- For Dynamics 365 customers: Glossary and synonym configuration should now be done in Copilot Studio under Agents > Copilot in D365 > Glossary/Synonyms section.
Please note that any glossary entries previously configured in Power Apps will continue to work, but admins will need to update the skill name in each entry from Saleschatdvqna to Salesspecificqna to ensure functionality after this update.
- For Salesforce customers: Glossary/synonyms configuration is not supported yet for Salesforce environments in this release.
What action do I need to take?
Please review the migrated CRM record type list in the Sales Chat Settings and update as required.
For Dynamics 365 customers, if glossary/synonyms configurations were previously configured, update the glossary/synonym skill names under each glossary entry in Power Apps from Saleschatdvqna to Salesspecificqna. Otherwise, configure glossary/synonyms in Copilot Studio.