How to access bulk CoPilot conversation summary data

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Posted on by DavidBest

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?

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Leah Ju Microsoft Employee on at

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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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DavidBest 49 on at

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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

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Leah Ju Microsoft Employee on at

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Looking forward to more feedback from you!

Thanks!

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MX-03071026-0 4 on at

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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.

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CU05071325-0 on at

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To access bulk CoPilot conversation summary data:

The data is stored in the ConversationTranscript table in the Dataverse. You can view and export the conversation transcripts from the Power Apps portal.

Sign in to https://www.powerapps.com with your credentials.

In the Power Apps navigation menu, select Dataverse, and then select Tables.

Select All and type "conversation" in the Search textbox at the upper-right corner.

Select the ConversationTranscript table.

Select Export, and then select Export data. It may take a few minutes for the data to be compiled for export.

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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Umesh Pandit 9,315 User Group Leader on at

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Dear CU05071325-0, Request to please remove the Temu add.

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Tricia S 9 on at

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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.

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