Adaptive cards no longer require CRM sign-in for Dynamics 365
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Dec 11, 2023 |
Business value
Currently, adaptive cards require you to sign in to CRM. If you are not signed in or are signed in to a different environment, you don't see the information shared by the sender, thereby hampering efficient collaboration. With this enhancement, you aren't required to sign in to CRM from Copilot for Sales, for adaptive cards that show data from Dynamics 365. If you have the right permissions in Dynamics 365, adaptive cards will load. Thus, you'll see what the sender meant you to see, without encountering the friction of a CRM sign-in step from Copilot for Sales.
Feature details
You won't be required to sign in to CRM from Copilot for Sales for adaptive cards that show data from Dynamics 365. If you have the right permissions in Dynamics 365, adaptive cards* will load.
- If you are signed out, you will see the card load seamlessly whereas previously you would have been prompted to sign in.
- If you are signed in to a different environment, you'll see the card load straightaway whereas previously you would have received an error. Additionally, you'll see a visual indicator letting you know the source environment of the data in the card.
*Applies to:
- Adaptive cards sent from Message Extension in Teams and “Copy link” in Outlook.
- Opportunity summary's first-run-experience adaptive card in collaboration space (not a bot-invoked opportunity summary card in collaboration space).