Loading...

Dynamics 365 Field Service – Configure Copilot summaries in Field Service

Dynamics 365 Field Service – Configure Copilot summaries in Field Service

We are announcing the configure Copilot summaries in Field Service feature for Dynamics 365 Field Service. This feature will provide admins with additional control over the specific data that is included in summaries. This feature will reach general availability on March 26, 2025. How does this affect me? Copilot in Dynamics 365 Field Service enables your admins to configure the Copilot summary of work orders and bookable resource bookings to better meet the specific business needs of your organization. Admins may choose which tables and columns Copilot uses to generate summaries in natural language. Admins may also generate a preview summary from an existing record with real data before saving the configuration. What do I need to do to prepare? This message is for awareness and no action is required. If you would like more information on this feature, please visit Summary configuration (preview). Message ID: MC991940

The post Dynamics 365 Field Service – Configure Copilot summaries in Field Service appeared first on M365 Admin.

Published on:

Learn more
M365 Admin
M365 Admin

by João Ferreira

Share post:

Related posts

Dynamics 365 Field Service : Transfer inventory between warehouses

In Dynamics 365 Field Service, inventory management is a critical capability for organizations managing parts, tools, and consumables across m...

7 hours ago

Dynamics 365 Field Service : View product inventory

In Field Service operations, knowing what inventory you have, where it’s located, and its current status is critical. Dynamics 365 Field Servi...

15 hours ago

Dynamics 365 Field Service : Adjust inventory levels

Managing inventory is a critical part of field service operations. Whether it’s correcting stock discrepancies, accounting for damaged goods, ...

1 day ago

Dynamics 365 Field Service : Perform inspections, including adding ad hoc inspections

Inspections in Dynamics 365 Field Service provide technicians and service agents with a structured and standardized way to capture inspection ...

2 days ago

Dynamics 365 Field Service : Configure geocoding for a custom table

Dynamics 365 Field Service enables businesses to deliver onsite service to customer locations efficiently. One of the core features that power...

3 days ago

Dynamics 365 Field Service : Set up inventory and warehouses

In Dynamics 365 Field Service, inventory management plays a vital role in ensuring that your technicians have the right parts at the right tim...

4 days ago

Dynamics 365 Field Service : Enable and configure location tracking and geofencing

In the world of field service management, keeping track of technicians’ locations and movements is not just a convenience—it’s a necessity. It...

5 days ago

Dynamics 365 Field Service : Configure security roles

In the world of Dynamics 365 Field Service, one of the most critical tasks in system administration is configuring security roles. As organiza...

5 days ago

Dynamics 365 Field Service : Perform time entry

In the world of field service management, tracking how much time technicians spend on each job is critical for understanding cost, improving p...

6 days ago

Dynamics 365 Field Service : Customize the mobile app including forms, views, pages, and navigation

Field technicians rely heavily on mobile applications to execute tasks efficiently while on the go. Microsoft’s Dynamics 365 Field Service mob...

6 days ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy