---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Migrating to CRM Workspace

# Migrating to CRM Workspace {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
If you are currently using CSM Agent Workspace, you can implement CRM Workspace and continue using some of your existing CSM Agent Workspace configurations.

Some configurations can be used by both CSM workspaces while others need to be configured
specifically for CRM Workspace. Of these configurations that are
specific to CRM Workspace, some are accomplished in the platform
interface using lists and forms, while others are accomplished using the UI Builder.

Use the topics in the following table to explore CRM Workspace
features. Then follow the steps to implement CRM Workspace and
migrate your existing CSM Agent Workspace configurations.

|-|-|
| Explore * [Explore CRM Workspace](https://www.servicenow.com/docs/~iKII1z2jlUuSkK6JSLA9Q "CRM Workspace is a workspace that can easily be configured and extended using UI Builder.") * [Workspaces in Customer Service Management](https://www.servicenow.com/docs/W1vhjskG3z9GCCFVkfOLZg "Configure agent workspaces and boost efficiency by optimizing interfaces, setting up case management and routing, and integrating tools for smooth case handling.") {#migrate-to-configurable-workspace__ul_vhs_hzd_n4b} | Migrate 1. [Set up CRM Workspace](https://www.servicenow.com/docs/xraqGshBKip2MWYsYkPq5g "Set up and configure CRM Workspace for your agents so they can engage with customers, answer questions, create cases, and resolve issues.") 2. [Migrate to CRM Workspace](https://www.servicenow.com/docs/rQAL2PhEZknKiLxgE0PJxA "Follow the instructions in this topic to migrate from CSM Agent Workspace to CRM Workspace.") {#migrate-to-configurable-workspace__ol_eb5_vgd_54b} |
[ ]

{#migrate-to-configurable-workspace__simpletable_g33_wwg_vt}