Write an email (Copilot) in Dynamics 365 Customer Service


Using the Write an email functionality of Copilot in Dynamics 365 Customer Service, the agents can quickly create responses, which they can use for their email.

To enable it navigate to Customer Service admin center >> Agent experience >> Productivity >> Copilot help pane (Manage)

Check the For email option and save.

We can see the Write an email tab added to the Copilot help pane. It gets enabled in the context of an email record.

As soon as we open an email, we get predefined prompts like Suggest a call, Request more information along with the option to describe what exactly we are looking for.

Here we have selected Resolve the customer’s problem prompt.

As we have an Average order shipment time case record associated with the email, the copilot refers to the existing published Knowledge base articles specific to shipment to generate the appropriate response.

The corresponding knowledge article.

The agent can click on Copy to copy the response to an email, can review and edit it further (if required), or can start over and can select a different prompt to generate a different response.

Get more details here

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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