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[This topic is pre-release documentation and is subject to change.]
Write a custom prompt to specify columns that you want to be included in a summary generated by Copilot that appears above a form in a model-driven app. Forms can contain dozens and dozens of columns scattered throughout a handful of tabs, and sections, all of which make it time consuming for a user to parse the information.
The collapsible summary bar at the top of a model-driven app form can be customized by makers to give users the most important information at-a-glance in table rows (records). When generated, the row summary can also include hyperlinks to related information, making it easy to copy-and-paste summaries to colleagues using tools like Microsoft Teams.
Important
To enable and use this feature, the following criterion is required:
Row summaries can be configured for table main forms.
Note
When you configure the row summary, it applies to all main forms for the table.
After you apply a row summary, the summary displays on all main forms for the table. To view the forms that include a row summary, in Power Apps, select Tables on the left navigation pane, and then under Data experiences select Forms.
All forms with the row summary applied have a form AI icon next to the form name. Hovering over the icon displays "The row summary is applied to all main from for the table name table, and appears in every model-driven app that uses this form."
Writing a custom prompt gives you the ability to instruct the generative pretrained transformer (GPT) model to perform a specific task. By carefully crafting a prompt, you can generate a response that suits your specific business need. Here are some tips to consider when writing a prompt:
Here are examples to use when building a main form row summary.
Summarize Account record in a way that is easy to understand for a sales manager. Make sure to include all important information, including main ideas and important details, while keeping the order of the content logical. Remove any repetitive elements to make the summary as concise as possible without losing the original text’s integrity. If the original text is too short to condense, present it as the summary.
Don't include the title in the summary. Create the summary in two paragraphs. For the first paragraph, use the instructions under the header Data. For the second paragraph, use the data under the header Activity. Leave a blank line between the two paragraphs. Don't include the titles Data & Activity in the paragraphs.
Data:
Show the below values as bullet points using markdown text and bold the values. Make the primary contact a navigation link to the contact record. The link must not include query string parameters in it.
Account.Annual Revenue, Account.Category, Account.Industry, Account.Ownership
Activity:
Generate a summary paragraph using the following customer communication fields identifying top 2 key information and top 2 important actions to take.
Account.Regarding (Phone Call).Subject, Account.Regarding (Email).Subject
To edit a row summary for a main form, open the table, and then under Customizations select Row summary (applied). Follow the steps similar in Create a row summary to make and apply changes.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Summarize and simplify information with Microsoft 365 Copilot - Training
Learn how to craft an effective prompt to save time and effort by using Microsoft 365 Copilot to summarize, simplify, and visualize complex information using Microsoft 365 Copilot in Microsoft Word, PowerPoint, Excel, and Outlook.
Certification
Microsoft Certified: Power Platform Fundamentals - Certifications
Demonstrate the business value and product capabilities of Microsoft Power Platform, such as Power Apps, data connections with Dataverse, and Power Automate.
Documentation
Use Copilot's form fill assistance feature in model-driven apps - Power Apps
Learn how to use AI-generated optional suggestions for fields in a form.
Manage feature settings - Power Platform
Learn how to manage feature settings to adjust how features appear and function in Power Platform.
Explore data on a grid page - Power Apps
Explore tabular data on a grid page in model-driven apps.