We are announcing the ability to enable enhanced screen recording controls for admins in Dynamics 365 Customer Service. This feature will reach general availability on June
5,27, 2026.
How does this affect me?This enhanced version of screen recording
provides greater flexibility and control for organizations that require more granular recording behavior. It expands support for manual start and stop recording in non-voice scenarios such as chat, case-in-focus, and queue-presence
workflows. This allows customer service representativesworkflows, allowing agents to control recordings directly from the UI when automatic triggers
aren'aren’t appropriate.
Role-based access is refined so supervisors, auditors, and
customer service representativesagents have clearly differentiated permissions to view or download
recordings.recordings, helping organizations meet internal review and compliance requirements. Administrators also have a dedicated space in Copilot Service Admin Center (CSAC) to control screen recording configurations.This feature provides admins with the following capabilities:
- Enable manual recording for
nonvoicenon-voice engagements through settings. - Specify which roles can start, stop, review, or download recordings using existing security roles.
- Disable individual capabilities at any time by turning off the relevant settings or removing role permissions.
- Manually link recordings to cases or conversations when sessions
don'don’t originate from voice calls, ensuring recordings are attached to the correct entity.
All new capabilities are disabled by default to provide admins time to validate policies and workflows before enabling additional controls.
What action do I need to take?This message is for awareness, and no action is required.
If you would like more information on this feature, please visit
Enable enhanced screen recording controls for admins.