Custom Record Summaries in D365 Customer Service


In this video, learn how to generate custom record summaries in Dynamics 365 Customer Service using Copilot. Previously limited to certain tables, this new feature allows users to configure record summaries for any table, including custom ones. This enhancement provides more flexibility and efficiency in managing data. Watch the video to see how it works and how to configure it. For more information, check out the related article and follow the creator on Twitter, LinkedIn, and Bluesky.


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