Share insights and workspaces with coworkers

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for AI for Customer Service. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

By inviting coworkers to access your workspaces, you can share insights across an organization. Prior to this release, a workspace in Customer Service Insights could only be accessed by the owner or creator. The ability to share work is crucial for collaboration within an enterprise. This feature enables owners to share the workspaces with others in the organization through a new role of viewer.

To share a workspace, an owner of a workspace goes to My workspaces, hovers over the workspace name, and then selects the share icon to open a dialog where users are added from the company’s Azure Active Directory. Any viewers will receive an email notification with a link to the workspace.

Owners manage access to their shared workspaces via the Access tab in the sharing dialog. All viewers are listed, with the owner having the ability to revoke access for the listed viewers.

A viewer sees the workspace with the same content as the owner, which includes:

  • Case data imported
  • Topics generated
  • Customization settings
  • Feedback to AI

Note

Viewers do not have the ability to change any settings. When owners edit a workspace, any updates will be reflected automatically for the viewers of that workspace.