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Dynamics 365 Field Service – Summarize records with Copilot in the mobile app

Dynamics 365 Field Service – Summarize records with Copilot in the mobile app

Dynamics 365 Field Service is introducing a new feature known as Summarize Records with Copilot, which enables technicians to quickly access and view summaries of their work orders, including key details and contextual information, within the mobile application. This feature will become generally available on January 13, 2025. The system generates the summary using contextual information directly from the work order and related records, which administrators can customize to meet their business needs. By default, the summary includes several data fields, such as booking information, activity details, work order product details, and more. This update requires no action from users and is meant for awareness purposes.

To learn more about this feature, visit Summarize Records with Copilot in Field Service.

The post Dynamics 365 Field Service – Summarize records with Copilot in the mobile app appeared first on M365 Admin.

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by João Ferreira

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