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The Row summary feature in model-driven apps provides users with a concise, AI-generated overview of key details about a record. Summaries help users quickly understand essential information without manually scanning fields, related records, or activity timelines. You see summaries as a paragraph or bullet points, so they're easy to read.
Summaries can be accessed in two ways:
- From the Insights bar at the top of main forms.
- From view pages by selecting the inline Summary action in the grid, which opens the summary for a record in a modal popup.
The feature enhances user efficiency by delivering context-rich insights directly within the form. Users can interact with summaries to copy content, regenerate updated information, and provide feedback on their relevance, improving both usability and accuracy.
Important
- This feature is in public preview for Dynamics 365 apps.
- Preview features aren’t meant for production use and might have restricted functionality.
- Preview features are available before an official release so that customers can get early access and provide feedback.
Prerequisite
Copilot assistance is available for all model-driven apps where the AI insight cards toggle is turned on.
Limitations
Summaries are only currently supported in the English language.
Feature details
Accessing record summaries
View the record summary from a form or a view when a table is configured to display summaries.
- Forms: When viewing a record in a main form, the summary appears in the insights bar at the top of the main form.
Note
You see the record summary after you save a new record. If you haven't saved the record, the summary area stays hidden.
- Views: When browsing records in a view, select the inline Summary action next to a record to open the summary in a modal popup.
Interacting with summaries
Here are some actions you can take with summaries:
- Copy: Select to copy the summary content directly to your clipboard for easy sharing or documentation.
- Feedback: Use the thumbs up or thumbs down icons to rate the summary's usefulness. Your feedback helps improve future summaries so they better meet your expectations and needs.
- Refresh (forms only): Select the Refresh button to regenerate the summary so it reflects the latest updates to the record.
- Expand/Collapse (forms only): In forms, the insights bar is collapsed by default and shows a one-line peek of the summary. Expand the insights bar to see more details.
