Configurable Copilot Case Summaries for D365 Customer Service


This article discusses how to configure copilot case summaries for Dynamics 365 Customer Service. Case summaries are generated by copilot and provide important information about specific records, such as cases, opportunities, accounts, etc. The article explains how to enable case summaries in the Customer Service Admin Center app and how to manage the data points for the summary. It also covers how to exclude certain information from the summary and provides some tips to keep in mind when setting up case summaries. Overall, the article provides a step-by-step guide to configuring copilot case summaries in Dynamics 365 Customer Service.


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