Tag: Copilot Summaries

 

Posted by: | on February 25, 2025

Custom Copilot Record Summaries in D365 Customer Service

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

Posted in Configuration, Copilot, Customer Service Workspace, D365 Customer Service | Tags:, , , , , | No Comments »