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...
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.
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
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...
Create Copilot case summaries and consider information from attached documents
I am thinking of a scenario, where the persons intent is described in a pdf, not in an email. This pdf would be scanned and liked as an attached document to the case. When creating the case summary, Copilot should summarize the intent of the case using this source as well, which is NOT possibl...
Hide Copilot buttons when feature disabled
Right now, even if you disable all Copilot features on your company's settings, the copilot buttons are still visible in every screen, taking up the space that use to be occupied by the search bar, the main thing used in the bar. Right now, instead, the search bar was shrank to only to a butto...
Enable lead as trackable enity on Sales Co Pilot
Lead isn't currently searchable in Co Pilot as a opposed to the Dynamics Outlook app where it is. Seeing as Lead is one of the primary Sales entiites can this be added as a searchabler/linkable record in Sales Co Pilot for Outlook please
Configuration of AI Safe Words that are not automatically masked when referencing proper names
We need a way to store Safe Words that AI can use "as is" rather than being blocked or masked. The example is that we recently had a fictious user demo story and we used a popular sporting goods company name. AI blocked the name always showing Xxxx's Sporting goods. We would need a way to conf...
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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...
To disable co-pilot for Dynamics 365 workload from org level instead of environment system admin performing the steps from environment level
Raising on behalf of customer: Grace Chen - Grace_CHEN@tech.gov.sg
In our org, the project team is required to conduct risk assessment before any new and major feature can be turned on. Pertaining to this particular feature, we didn’t receive any notification from message cent...
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?