How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365


Users can now create AI-powered record summaries for any table in Power Apps using a guided prompt builder. This feature allows users to choose the fields and details that matter most, saving time and boosting productivity. The record summaries can be easily accessed in forms, making information retrieval effortless. To enable this feature, users need to navigate to the Power Platform Admin Center and select the environment, then go to Environment >> Settings >> Features >> AI insights cards. In the Maker Portal, users can select the table and choose the Row summary option from the Customizations section. They can specify the columns to include in the summary and fine-tune it using the Test prompt option. Once applied, the record summary will be available in the main forms for the table.


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