Support BSUID-based customer identification in D365 Omnichannel and Copilot Studio for WhatsApp usernames
With Meta's WhatsApp username rollout starting August 2026, users who adopt a username will no longer have their phone number included in webhook payloads. Twilio will instead provide the Business-Scoped User ID (BSUID) in a new field called ExternalUserId for all messages. When n...
Retain Knowledge Article data
We have enabled Copilot Search in our environment. It uses data from Knowledge Articles to answer for the queries which we ask it.
When multiple distinct searches are performed within the same Copilot session, the interactionContext field on the Copilot Events (msdyn_copilotev...
User experience - Dynamics 365 Copilot Control behaviour - permanently collapse/ expand
The current behaviour, where the Copilot pane expands automatically on load or refresh, is by design and cannot be controlled through out-of-the-box settings, security roles, or app profiles. This is impacting user experience as every time users refreshed or reopen the CRM Copilot control gets...
Enable Downloadable File Outputs in Copilot for Dynamics 365
When Copilot Studio is embedded in Dynamics 365 model‑driven apps (such as Sales Hub), file outputs generated by Copilot cannot be downloaded because file cards are not rendered in the embedded Copilot experience.
Although Copilot Studio supports generating files (e.g. PDF, Ex...
Control user access to Copilot in Custom apps using Experience profiles
The Copilot pane (and Copilot icon) is controlled primarily at the environment level. It is enabled or disabled through Microsoft‑managed feature availability and the Copilot / AI feature settings in the Power Platform Admin Center.
When ...
Enable/disable table for use by agents
For organizations that have strict requirements regarding Copilot Agents access to customer data the existing security model is not quite enough. In addition to the existing security model where the agents permissions is controlled by the users permission, tables should be able to be enabled/d...
copilotのコンテキストにポータルコメントが含まれない件を改善してほしい
Dynamics 365 Customer Service と Power Pages を連携し、ポータルコメントを利用した問い合わせ管理を構築しています。
Copilot の要約機能およびメール生成機能が、ケース関連の活動をコンテキストとして処理する一方で、ポータルコメントは対象外に見えます。
Copilot（要約機能・メール機能）は、ポータルコメントをコンテキストとして認識させることができるようにしてほしいです。
ポータルコメントはタイムラインに標準で表示されますが、これが認識されないとなると大変使いづらいです。
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...
Download Co Pilot transcripts
Hi, our business wanted to know the accuracy of co pilot by seeing or store the co pilot prompt and transcripts so that we can do a tracking and accuracy of it but it is not possible as we can't find and entity to store it as we need to do a web api and get the base64 format of transcripts. it...
Improve CSAT component for Copilot Studio
Add a visual effect to the stars: when the user hovers the mouse over the stars, display a highlight, filling the content with yellow, for example.