Today, DV QnA (Dataverse QnA) and Copilot in Dynamics 365 often return a list of email records with brief, generic summaries, rather than extracting concrete insights from the email bodies that users can act on such as next steps, commitments, blockers, dates, owners, risks, and decisions. This gap is most visible on account timelines where organizations track emails. Users expect Copilot to synthesize the conversation history and surface actionable guidance; instead, they receive record lists with minimal value. This pattern has been reported by customers in recent cases handled by our team (e.g., “Copilot not summarizing tracked emails in Dynamics 365 Sales” and “Record Summary Activity” concerns) where Copilot can see the emails but does not produce meaningful, task‑level output.