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Configure Copilot summaries in Field Service

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Apr 17, 2024 - Dec 2024

Business value

With work order summaries generated by Copilot, service managers, dispatchers, and technicians can quickly get an overview and understanding of the key points of the work to be done. Organizations now have more control to include specific data in the summaries for their users, which can lead to more useful and actionable summaries.

Feature details

Copilot in Dynamics 365 Field Service lets makers configure the Copilot summary of work orders and bookable resource bookings to meet the specific business needs of their organization.

  • Makers can choose which tables and columns Copilot uses to generate the summary in natural language.
  • After configuring the summary, you can generate a preview summary from an existing record with real data before saving the configuration.

Screenshot of Field Service Copilot summary configuration

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • US GCC
  • US GCC High
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

Summary configuration (docs)