Announcing configurable Copilot summaries in Field Service


Summary configuration for work order recap with Copilot in Dynamics 365 Field Service is now available in public preview. Admins can now specify the data used by Copilot in Field Service and select specific columns from the base or related tables based on their organization's needs. This allows them to configure the summary to reflect their business-critical information. To use the summary configuration, administrators need to enable the Work Order Summary feature in the Dynamics 365 Field Service settings. They can then navigate to Summary Configuration on the site map to start configuring the table and columns to include in the summary. This feature provides more flexibility and customization options for service managers and technicians using Copilot in Field Service.


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