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Now Reading: Custom Copilot Record Summaries in D365 Customer Service

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    Custom Copilot Record Summaries in D365 Customer Service

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Custom Copilot Record Summaries in D365 Customer Service

Dian TaylorDyn365CE9 months ago172 Views

Last week I wrote an article about how to configure and enable Copilot Case Summaries in Dynamics 365 Customer service. If you haven’t had a chance to read the article yet, then you can do so here. If you’re unsure about what a Copilot Summary is, let me clarify: In Dynamics 365, Copilot generates record summaries that highlight key information about specific records (rows). These summaries allow users to quicklyRead More

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