Use Copilot to generate knowledge articles from resolved cases – Dynamics 365 Customer Service


To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >> Knowledge Creation

Agree to the terms and select Opt-in

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Set it up by checking the options

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With this feature enabled, now when we resolve the case, we will get the option to create a new knowledge article, based on the details provided in the resolution.

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Clicking on Resolve will open the Propose new knowledge dialog box, with a draft of the proposal.

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We can also revise the content with the instructions, here max 5 revisions are allowed.

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Click on Create Proposal will create the record and show the notification on the form with the link to it.

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Get all the details here

Hope it helps..

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