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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Copilot window - how t...
Service | Customer Service, Contact Center, Fie...
Answered

Copilot window - how to stop automatic opening

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Posted on by Cat_Car 186
Hello,
Since the launch of Copilot in Dynamics 365, the automatic pane that opens is frustrating for agents. 
Is there a way to stop this pane to open automatically and only have the option to open it whenever we need it?
 
I searched on the Web and found that other users have the same issue, but there isn't an easy way to change this setting.
 
I found this thread below which includes an article on how to activate and deactivate this window, but in doing those steps (in the Customer admin center), I see the option, but it cannot be modified by me...probably because I am not the system administrator.
 
Is there another way to bypass this?
I have the same question (0)
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 7,841 Moderator on at
    Hello Cat_Car,
     
    You're right, by default there isn't an option within Dynamics 365 to disable the automatic opening of the Copilot pane. It can be frustrating for agents who don't use it regularly.
     
    Here are your options depending on your role:
    1. Request Admin to Disable Copilot Pane (if you're not an admin):
    • Since you mentioned not being able to modify the settings in the Customer Service admin centre, you likely require administrator privileges. The best course of action might be to reach out to your system administrator and explain the issue.
    • They can access the Copilot settings and disable the automatic opening of the pane for your agent profiles. Here's a reference for them:
    1. Keep Copilot Pane and Minimize Disruption (if disabling is not an option):

    • If disabling Copilot isn't possible currently, here are some ways to minimize disruption:

      • Collapse the Pane: By default, the Copilot pane can be collapsed into a smaller bar on the right side of the window. This reduces the screen space it occupies.
      • Adjust Agent Experience Profile: If you have some control over your agent profile settings, you might be able to adjust which Copilot features are enabled. Disabling features you don't use (like "Ask a Question" or "Suggest a Response") might reduce the pane's activity and popups.

    While there's no perfect solution at the moment, hopefully, these options can help you manage the Copilot pane in Dynamics 365.

     

    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak

  • AT-05091416-0 Profile Picture
    AT-05091416-0 2 on at
    I have the same problem, I am the system administrator and have tried disabling Copilot for a long time but the pane keeps popping up on the right-hand side of the screen. Has anyone got a guide on how to disable it from popping up, alternatively disabling Copilot altogether? Thanks!
  • Suggested answer
    CU18021549-0 Profile Picture
    CU18021549-0 2 on at
    Hi all,
     
    It's easy to hide the auto-opening window of Co-Pilot and MS Teams in Dynamics 365. Simply left-click once on the icon shown in the image, close the current tab, and then reopen it. The window will no longer appear.
     
     
    Thanks

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