How to use Copilot in Dynamics 365 Customer Service - Beginners Guide

🚀 In this video you will learn about the new Copilot features in Dynamics 365 Customer Service and how to enable them. We will cover Case Summaries, Ask a Question and Draft an Email features. We will also look at what these features mean to your agents. 🚀

Looking at Microsoft Dynamics 365 Customer Service Dynamics 365 Copilot Explained, Top Features You Need to Know, Microsoft Copilot for Service, An Introduction to Copilot for Dynamics 365 Customer Service. Copilot in Microsoft Dynamics 365 Customer Service - Case Summary and Email examples.

Chapters

0:00 - Intro
1:00 - Enable Copilot Preview Features
2:42 - Copilot - Case Summary
6:15 - Case Summary - So What?
7:05 - Copilot - Ask a Question
10:46 - Ask a Question - So What?
11:23 - Copilot - Draft an Email
15:41 - Draft an Email - So What?


🔔 Hit that Notification Bell: 🔔
Don't miss out on the chance to supercharge your Power Apps and Dynamics 365 journey! Subscribe, like, and hit the notification bell to stay tuned for more game-changing insights, tutorials, and updates.

🌟 About Us: 🌟
At Dynamics Dojo, we're dedicated to simplifying the complex world of Microsoft technology, Business Applications, Power Platform and beyond. Our mission is to empower users like you with the information and tools you need to succeed. Join us on this journey of exploration and transformation.

👇 Connect with me:
📧 Subscribe:    / @dynamicsdojo  
☕ Buy me a coffee: https://buymeacoffee.com/DynamicsDojo

See useful links below.

Enabling the Copilot Preview Features in the D365 Customer Service Admin Center App

https://learn.microsoft.com/en-us/dyn...

Roles and Privileges

https://learn.microsoft.com/en-us/dyn...

Modify Case Summary Card

https://learn.microsoft.com/en-us/dyn...



#dynamicsdojo
#copilot #Copilot #MicrosoftCopilot #microsoft #MicrosoftDynamics365CustomerService #CustomerService #CustomerServiceCopilot #dynamics365 #powerplatform #powerapps #microsoft

Disclaimers for the preview features

The new next-generation AI features in Microsoft Power Platform are experimental previews powered by Azure OpenAI Service with GPT. Preview features aren’t meant for production use and may have restricted functionality and limited deployment availability. Review product documentation to learn more.