23

CoPilot converation summary stored in bulk in dataverse table

As an admin/analyst/supervisor I would like to access the CoPilot generated summaries in bulk in a dataverse table for future analysis. Currently only an agent can see the generated summary and they can copy the text. Instead of the agent manually copying each summary and pasting in a shared t...

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2 Comments

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Category: Copilot (43)

STATUS DETAILS
New
12

setting to stop co-pilot for auto expanding panel on load

There is no way to stopping copilot auto expanding on the side pannel on load. This is frustrating for most of the users who do not need to use this feature, but still use the CRM.

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5 Comments

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Category: Copilot (43)

STATUS DETAILS
Under Review
Ideas Administrator

Hi there, you should be able to set Copilot to not expand automatically in the Agent Experience Profiles. Are you not able to do so?

11

Allow configuring Copilot

Currently, if enabled, Copilot panel will automatically display occupying part of the window on Customer Service Hub, when opening cases. The idea would be to allow this to be configurable, so as customers we should choose if this should be displaying by default, or closed by default

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
7

Copilot summary is returning can not summary harmful or offensive content when the email contain images

Copilot summary is returning can not summary harmful or offensive content when the email contain images

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1 Comments

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Category: Copilot (43)

STATUS DETAILS
New
7

Copilot translation - save default language for user

Copilot features, such as Summary and Create Draft, generate content based on the UI language. Additionally, they can now be translated into many languages. The last used language is stored as Recent but not as Default.


Use case: We support 5 UI languages for our system (EN, G...

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
6

Automatically close the copilot pop up

The Copilot pop-up that appears when users log in to any Dynamics 365 application can be quite inconvenient.


While it can be manually closed, this process disrupts the user experience. It would be far more user-friendly if the pop-up closed automatically without requiring man...

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
6

Leveraging Copilot in Customer Service for KB article translations

Currently, when managing KB articles, agents must manually translate content from a parent article to its linked version. This process is time-consuming and prone to inconsistencies. With the increasing capabilities of AI and automation tools, there is an opportunity to enhance this process by...

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
5

MCP server can be used in Customer Service Copilot Bot

Once the MCP tool is configured, it should ideally integrate seamlessly with the Customer Service Copilot Bot, serving as a valuable knowledge resource for support staff to utilize in real time.


Customers expect it to be available within the Copilot experience, given ...

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
5

Maintain proper format and spacing when using Draft with Copilot -> Adjust with Copilot

We noticed that when using Adjust with Copilot to change the tone and length of the draft reply in the rich text editor, the sections/paragraphs become non-existent and the texts are lumped together in 1 long paragraph. Even the bullet points are gone.

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New
4

Multilingual Requirement

When user preferred language is German, KA language is English, if user asks question is English language then At this moment Copilot is not able to answer the question So


Copilot shall answer the question asked in English language even if user preferred language is German an...

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0 Comments

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Category: Copilot (43)

STATUS DETAILS
New