Copilot Case Summary feature on custom entities.

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Posted on by vivek137

Hi ,

I want to implement case summary feature in one of my custom entity, could anybody tell me is it possible to get case summary on any of our own custom entity? I can add the case summary control in my custom form, but it is not displaying any result.

Thanks

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Leah Ju Microsoft Employee on at

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Hi Partner,

Are you referring to this feature?

https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/copilot-enable-summary#enable-case-summaries

Are you expecting your custom entity to implement same functionality--Summary of content on custom entity records?

Unfortunately, it seems that it can't be achieved.

Currently, OOB feature only support case and conversation summary.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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