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In the Dynamics 365 Customer Service Portal (Power Pages), Copilot-generated suggested Knowledge Articles are not filtered by Product, even when:

  • Knowledge Articles are explicitly associated with Products
  • Customer Accounts are associated with specific Products
  • Product-based segmentation is required for customer self-service

As a result, Copilot suggests irrelevant Knowledge Articles across all products, instead of limiting recommendations to the products related to the signed-in customer.

This behavior occurs specifically with Copilot / AI-powered article suggestions, not traditional subject hierarchy filtering.


Current Behavior

  • Copilot suggests Knowledge Articles from all products
  • Product associations on Knowledge Articles are ignored
  • Product associations on Customer Accounts are not respected
  • Subject hierarchy filtering works, but Copilot suggestions do not apply the same scoping
  • No supported configuration exists to control Copilot’s filtering logic

Microsoft support confirmed this behavior is by design, but there is currently no alternative configuration or extensibility to meet real-world product-based knowledge scenarios.


Business Impact

  • Customers see irrelevant Copilot suggestions, causing confusion
  • Reduced confidence in Copilot-driven self-service
  • Lower knowledge deflection rates
  • Increased support case volume
  • Poor experience for organizations with:
  • Multiple product lines
  • Partner / reseller portals
  • Product-based entitlements


Expected / Desired Behavior

When Copilot suggests Knowledge Articles in the Customer Service Portal:

  • Suggestions should be scoped to Products associated with the Customer Account
  • Knowledge Articles linked to unrelated products should not be suggested
  • Copilot filtering should align with:
  • Knowledge Article metadata (Product relationships)
  • Customer entitlement / product ownership
  • Existing Knowledge Management data model


Request to Product Team

Please consider one or more of the following enhancements:

  1. Enable Product-aware filtering for Copilot Knowledge Article suggestions
  2. Provide a configuration option to enforce product scoping
  3. Expose a supported extensibility hook for controlling Copilot suggestion logic
  4. Update documentation clearly if this limitation is intentional, with recommended alternatives


STATUS DETAILS
New