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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Case Summary (Copilot)...
Service | Customer Service, Contact Center, Fie...
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Case Summary (Copilot) download

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Posted on by DonatoD84
Is there any way to download the copilot summary for each case in a bulk way?
 
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Dynamics 365 Contact Center
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    MVP-Daniyal Khaleel Profile Picture
    MVP-Daniyal Khaleel 674 on at
    Case Summary (Copilot) download
    There’s no native “bulk export” feature in Dynamics 365 to download Copilot-generated case summaries directly from the UI.
    Copilot summaries are generated on demand and stored in-memory (not always persisted as data in Dataverse), unless you’ve specifically customized your environment to save them
    Option 1: Customize to Store Summaries in Dataverse
    You can capture the Copilot summary and save it to a text field (e.g., copilot_summary) when generated.
    Steps:
    Add a custom multiline text field (e.g., “Copilot Summary”) on the Case entity.
    Use a Power Automate flow or custom plugin to:
    Call the Copilot Summary API (Microsoft Graph / Dynamics Copilot endpoint),
    Store the result in the custom field.
    Once saved, you can:
    Export via Excel, Power BI, or Data Export Service.

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