Store AI Created Case Summary Data


This article explains how to store AI-generated case summary data in Dynamics 365. The author describes a solution using Power Automate to create a summary based on the case description and emails exchanged between the support team and the customer. They outline the steps involved, including creating a new column in the case table, setting up the Power Automate flow to generate the summary, and updating the case with the summarized text. The article also mentions considerations such as string sizes and AI Builder credits. Overall, the solution allows for the display of AI case summaries in case views and exports without needing to open the case form.


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