Summaries – 365 Community Online

Configurable Copilot Case Summaries for D365 Customer Service

Most people have probably seen the record summaries in Dynamics 365 Customer Service, Field Service and Sales. If you’re not familiar with this concept,…

14 January 2025 · Dian Taylor

Dynamics 365 Customer Engagement

Configurable Copilot Summaries for D365 Field Service

If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature…

28 May 2024 · Dian Taylor

Dynamics 365 Customer Engagement

Omnichannel for Customer Service – Summaries

We have a new feature available in Omnichannel for Customer Service! We can now use co-pilot to generate conversation and case summaries. In this…

28 July 2023 · Neil Parkhurst