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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... hightlights error

Customer experience | Sales, Customer Insights,...

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hightlights error

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Posted on by RN-25090928-0

5

When we attempt to generate a copilot summary for cases in Dynamics, we receive error /Something went wrong. Try refreshing/. The error is just a vague catch-all message. I verified that the role has access to /View Audit History/ and /View Audit Summary/ privileges. I do not have any issues generating summaries with my System Administrator role, which leads me to believe this is a permission issue. What am I missing?

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Muhammad Affan 4,624 Moderator on at

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Hi There,

Refer these link they may provide more insights:

https://learn.microsoft.com/en-us/dynamics365/sales/copilot-configure-summary-fields

https://community.dynamics.com/forums/thread/details/?threadid=90abc17e-bdf1-ee11-904b-0022483000d7

https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/configure-copilot-features#make-copilot-available-to-agents

Thanks

Affan

Please mark my answer as Verified once your issue is resolved.

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