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An organization wants to pilot the Copilot side pane with one support team while preventing other representatives from accessing it. Which configuration should the functional consultant use?
Enable the side pane and assign a custom experience profile to the pilot team.
Enable the immersive experience and assign the default experience profile to the pilot team.
Enable Copilot for the environment and give the pilot team the System Administrator role.
Representatives need a case summary that includes the most recently modified work orders linked to the case. Which configuration meets this requirement?
Add every work-order field as a 1-to-1 source in the default case summary.
Configure a work-order summary, include it as a related record summary, and prioritize by modified date.
Enable conversation summaries and map the conversation output to the work-order number.
A service team needs context when a conversation transfers and a consistent final record organized by issue, actions, and outcome. Which setup should the functional consultant choose?
Enable only on-demand generation and use the paragraph format.
Enable generation only when the conversation ends and use the paragraph format.
Enable generation when a representative joins and when the conversation ends, then use a structured format.
After automatic case summaries become available, representatives see two summary cards on a custom case form that already contains a manually added summary control. What should the functional consultant do?
Remove the manual control when the summary should remain at the top of the form.
Disable case summaries in the experience profile and keep the manual control on the form.
Add another unused string column and bind the manual control to the new column.
An organization wants Ask a question responses to follow its escalation language and use only published Dynamics 365 knowledge articles. Which Customer Support agent settings should it configure?
Add trusted webpages on the Email settings tab and enable Copilot-recommended templates.
Enable the Dynamics 365 knowledge base and add escalation guidance to the Overview instructions.
Create a structured conversation summary and add escalation guidance as a custom section.
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