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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to access bulk CoP...
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How to access bulk CoPilot conversation summary data

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Posted on by DavidBest 49
Now that Copilot conversation summary is enabled how can I access the bulk data? Is it stored in our dataverse tables? If so which one?
  • Tricia S Profile Picture
    Tricia S 9 on at
    How to access bulk CoPilot conversation summary data
    This is currently not possible. In order to achieve this you would have to custom build this today. This would be possible by using power automate and azure open ai to generate a summary of the conversation once completed and storing the results in a custom table. 
  • Umesh Pandit Profile Picture
    Umesh Pandit 9,298 User Group Leader on at
    How to access bulk CoPilot conversation summary data
    Dear CU05071325-0, Request to please remove the Temu add.
  • CU05071325-0 Profile Picture
    CU05071325-0 on at
    How to access bulk CoPilot conversation summary data
    To access bulk CoPilot conversation summary data:
    1. The data is stored in the ConversationTranscript table in the Dataverse. You can view and export the conversation transcripts from the Power Apps portal.
    2. Sign in to https://www.powerapps.com with your credentials.
    3. In the Power Apps navigation menu, select Dataverse, and then select Tables.
    4. Select All and type "conversation" in the Search textbox at the upper-right corner.
    5. Select the ConversationTranscript table.
    6. Select Export, and then select Export data. It may take a few minutes for the data to be compiled for export.
    7. Select Download exported data to download the content as a zipped archive.
    However, the Microsoft documentation does not indicate whether any tables exist in the Dataverse to store the bulk CoPilot conversation summary data. If you need further assistance, it's recommended to create a support ticket with the Microsoft Support team
     
     
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  • MX-03071026-0 Profile Picture
    MX-03071026-0 4 on at
    How to access bulk CoPilot conversation summary data
    Does anyone have any updates from the MS support team?
    I'd like to export the Case Summary and Conversation Summary of closed cases.
    Unfortunately, I don't have access to create a support request.

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to access bulk CoPilot conversation summary data
    Looking forward to more feedback from you!
    Thanks!
  • DavidBest Profile Picture
    DavidBest 49 on at
    How to access bulk CoPilot conversation summary data
    I have requested support and initial feedback is that it is not available by design. However the support engineer is seeking feedback from the Product group to see if it can be achieved. i will post back here with the response.
    Thanks
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How to access bulk CoPilot conversation summary data
    Hi Partner,
    The Microsoft documentation does not indicate whether any tables exist in the Dataverse to store the data.
    If you indeed need confirm it, I suggest you follow the steps below to create a ticket for the Microsoft Support team for further assistance.
    Get Help + Support - Dynamics | Microsoft Docs
     

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