Configure Copilot in Dynamics 365 Customer Service
Learn how to configure and use Copilot functionality, which assists representatives by providing real-time AI assistance so that they can automate time-consuming tasks.
Learning objectives
This module explains how to:
- Turn on Copilot and features, such as conversation and case summaries.
- Manage fields that provide summaries for representatives.
- Customize how the system delivers conversation summaries to users.
- Configure how to display Copilot features on custom forms.
Prerequisites
Basic knowledge of Customer Service and conceptual knowledge of AI