Dynamics 365 Field Service – Configure Copilot summaries in Field Service

Dynamics 365 Field Service is getting an upgrade with the announcement of the configure Copilot summaries feature. This feature allows administrators to have more control over the data included in summaries for work orders and bookable resource bookings. The feature is set to become generally available by December 16, 2024.

The Copilot feature in Dynamics 365 Field Service helps businesses tailor summaries to meet specific needs by selecting tables and columns to generate natural language summaries. As a result, administrators can preview the summary with real data before saving the configuration.

If you're already a Dynamics 365 Field Service user, this feature is worth checking out as it can provide additional insights and a more streamlined experience for work order and resource bookings. No action is required at this time, but those interested can visit the Summary Configuration (preview) for more information.

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The post Dynamics 365 Field Service – Configure Copilot summaries in Field Service was originally published on M365 Admin.