Copilot in Dynamics 365 Customer Service

Automate, accelerate, and elevate your customer service with generative AI

What is Copilot for Dynamics 365 Customer Service

Microsoft Copilot in Dynamics 365 Customer Service is a generative AI assistant that provides real-time help to agents, automates repetitive tasks, generates summaries, and facilitates smart responses, enabling faster and more accurate case resolution.

Furthermore, it exclusively uses the corporate knowledge sources enabled by the organization and never uses customer data to train public models.

Copilot for Dynamics 365 Customer Service

What can Copilot do for Dynamics 365 Customer Service

Automatic summaries of cases and conversations

Generate accurate summaries of the history and context to accelerate agent comprehension.

Automatic email drafting

Create email drafts based on case data and internal knowledge.

Knowledge Chat

Search for real-time information within the corporate knowledge base, returning verifiable answers.

Specialized AI agents

Includes autonomous agents such as case management, knowledge management, quality assessment, or customer intent.

Benefits

What Copilot for Dynamics 365 Customer Service can do for you

Optimized omnichannel service

It integrates with channels such as chat, voice, and other contact center components, maintaining a unified experience.

Less manual work

The Case Management Agent automates the creation, updating, and closure of cases, freeing up team time.

Analysis and actionable insights

Supervisors can measure the usage and impact of Copilot using integrated reports.

Smart responses based on corporate knowledge

Agents can ask questions in natural language and instantly receive verified information.

Faster case resolution

Analyze conversations, generate automated summaries, and propose immediate actions to accelerate each interaction.

Frequently asked questions about Copilot for Dynamics 365 Customer Service

It is available in the workspace of the Copilot service, the customer service center, and custom applications.

Knowledge chat, email drafting, case summaries, and Copilot analysis. Some require additional configuration.

Due to the generative nature of the model and the previous context of the conversation

Not currently; it cannot process tables or images within articles.

Up to five public domains indexed by Bing.

Use high-quality knowledge sources and review them before enabling it.

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