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Service | Customer Service, Contact Center, Field Service, Guides Welcome to the Service forum!

Posted on by Scott_itD 913 Community Manager

Welcome to the Service forum! We’re glad you're here! 🎉  Whether you’re interested in Customer Service, Field Service, Contact Center, Remot...

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Service | Customer Service, Contact Center, Field Service, Guides Is There an Out-of-the-Box Solution for Text Selection in PDF Preview in Dynamics 365?

Last replied Posted on by MichaelFo96 118

When viewing PDF attachments in Dynamics 365 the built-in Attachment Preview only displays the document as a static view. Even if the PDF contains s...

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Service | Customer Service, Contact Center, Field Service, Guides Copilot on Mobile App on smart Phone

Posted on by Pete C 107

We have been introducing Co Pilot to our Field Service Apps.  What we are unable to do is add Copilot to our Field Service Mobile App on the Sm...

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Service | Customer Service, Contact Center, Field Service, Guides Analytics on cases by subject

Posted on by Aaron B73 11

I have added several subjects to our implementation of D365 Customer Service and do see them as selectable when responding to cases. I am having tro...

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Service | Customer Service, Contact Center, Field Service, Guides How to popout the conversation panel

Posted on by SC-13111409-0 2

We have accidently caused the conversation panel to popout and want to understand how this is done to educate the agents, so it is only done when th...

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Service | Customer Service, Contact Center, Field Service, Guides Case Summary (Copilot) download

Last replied Posted on by DonatoD84 2

Is there any way to download the copilot summary for each case in a bulk way?  

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Service | Customer Service, Contact Center, Field Service, Guides Copilot Conversation not working on UAT but in DEVTST

Last replied Posted on by RM-25021035-0 26

So, I have configured Copilot for Service in DEVTST in CS Hub and is working properly. I did the same on UAT but the conversation tab is not workin...

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Service | Customer Service, Contact Center, Field Service, Guides Can't reach this page

Last replied Posted on by Community Member 6,227

I keep having to reboot my computer to finally connect to the D365. What can I try to resolve this issue?

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Service | Customer Service, Contact Center, Field Service, Guides Play Queue position messages in repetition with timer setup in IVR Copilot Studio Implementation

Posted on by Devashri 6

I have implemented IVR using Copilot studio where the Client requirement is to setup a Timer for 30 seconds and Repeat the Queue position message. ...

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Service | Customer Service, Contact Center, Field Service, Guides Status codes Automation on Agent Status in D365 for Inbound Outbound calls

Last replied Posted on by Devashri 6

We have designed the IVR Calling setup using IVR Copilot Studio and the Client Requirement is to to perform Automation when any Inbound call is recei...

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