web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add Copilot summarizat...
Finance | Project Operations, Human Resources, ...
Unanswered

Add Copilot summarization to case page

(0) ShareShare
ReportReport
Posted on by Soundari Microsoft Employee
This guide explains how to set up the Copilot summarization section for the support case page so users can quickly review a case and its timeline summary.
Use the site created with the Community or Customer self-service portal template. These portals include the support case page.
Step 1 - Create site settings
Before using the data summarization API, use the Portal Management app to enable the required site settings.
Open the Portal Management app.
On the selected website record, select Site Settings.
Enter the following site settings and values.
Categories:
Finance
  • Soundari Profile Picture
    Soundari Microsoft Employee on at
    Add Copilot summarization to case page
    How can I make larping using a foam sword more appealing to adults?
    Where can I find a slave to use razor blade on?
  • Soundari Profile Picture
    Soundari Microsoft Employee on at
    Add Copilot summarization to case page
    Step 3 - Test the summarization
    Select the My support tab.
    Create a new case and add a case description.
    Add comments.
    To view the case summary, select the down arrow in the Copilot summary section.
    Repeat these steps for other case records.
  • Soundari Profile Picture
    Soundari Microsoft Employee on at
    Add Copilot summarization to case page
    Step 2 - Add the Copilot summary section
    In this step, you add a summary section at the top of the case page.
    Open Power Pages studio.
    Select Edit for the site that you want to edit.
    Select Customer Service - Edit Case.
    On this page, you add a summary section.
    Select Edit code to open Visual Studio Code.
    Copy the following code, and add it to the beginning of the code block.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Last month Overall leaderboard

Featured topics

Test Comment 26-09-2024 16:14pm

Product updates

Dynamics 365 release plans