Microsoft 365 Roadmap

RM576875Dynamics 365 Contact Center: Service representative experiences - Use pinned contacts and queues during consult and transfer

Summary

In the Copilot Service admin center, administrators configure and manage pinned contacts and queues for representatives as follows:

Description

In the Copilot Service admin center, administrators configure and manage pinned contacts and queues for representatives as follows:

Enable pins in the Customer settings > Manage pins > Admin pins page so that representatives pin their contacts and queues.

Pin specific contacts and queues for representatives.

Display pinned items to representatives based on business units.

Business Value:

This feature streamlines your team’s workflow by removing the hassle of tracking multiple consult and transfer targets, so that your service representatives focus on delivering faster, more reliable support.

Enabled for:

Enabled by admins/makers/marketers for end users

More info: https://learn.microsoft.com/en-us/dynamics365/customer-service/use/oc-conversation-control#use-pinned-contacts-and-queues-during-consult-and-transfer

GA date: June CY2026