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.
Can the language be changed to British English not American English for copilot in Dynamics CRM
Can the language be changed to British English not American English Dynamics UI so then copilot also display the same as UI language.
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
Auto trigger copilot Case summary
I would like to Auto trigger copilot Case summary at different interval of time and copy the content provided by the copilot and paste it in a custom field.
Case Number: 2311140040005931
Thanks Shannon, however, that would be a different idea - would you mind creating a separate one for the idea you suggested?
Naveen - can you help us with more information on what you are trying to achieve with auto-expanding and copying the case summary?
This idea has been changed to Under Review.
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...
Thanks for submitting the idea! However, this needs votes at this time - please do vote
Copilot generated Summary format from a paragraph to bullet points in Dynamics CRM
Hi team , we are using Copilot for Customer Service . Currently Copilot Summary will displaying paragraph instead of paragraph if would be possible bullet points so end-users can easily understood the summary.
Our client is expecting hence we wanted to share the recommendation...
Can the language be changed to British English to American English for copilot in Dynamics CRM
Hi team , we are using Copilot for Customer Service . Currently the responses that we are getting from copilot are in American English. However we are working with a British clients where several users are interested in getting the responses from British English. we understand that the respons...
Under Write an email tab in Copilot pane in Dynamics CRM, when inserting email creation can possible to change font format and size
Under 'Write an email' tab in Copilot pane in Dynamics CRM, when inserting email creation can the font format Century Gothic and size 11 it is very help full for users so user can change accordingly.
Default of email creation in Co-pilot be the Short and Casual
Default of email creation in Co-pilot be the "Short and Casual it is very helpful for end users instead of change every time and it shuld be time consuming if it is possible.
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?