Configure Copilot summaries in Field Service

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	Apr 17, 2024	-	-

Business value

With work order summaries generated by Copilot, service managers, dispatchers, and technicians can quickly get an overview and understanding of the key points of the work to be done. Organizations now have more control to include specific data in the summaries for their users, which can lead to more useful and actionable summaries.

Feature details

Copilot in Dynamics 365 Field Service lets makers configure the Copilot summary of work orders and bookable resource bookings to meet the specific business needs of their organization.

• Makers can choose which tables and columns Copilot uses to generate the summary in natural language.
• After configuring the summary, you can generate a preview summary from an existing record with real data before saving the configuration.

See also

Summary configuration (docs)