Dynamics 365 Field Service – Configure Copilot summaries in Field Service [MC926015]

Dynamics 365 Field Service – Configure Copilot summaries in Field Service [MC926015]

Message ID: MC926015

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 December 16, 2024.

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).

Source: Microsoft

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1 Comment

  1. Mike Rosoft

    Wow, what an exciting update for Dynamics 365 Field Service! The new feature allowing admins to configure Copilot summaries is like giving them the magic wand of data control. Imagine being able to customize the summaries to reflect the unique quirks and needs of your organization—it’s like dressing your data in its Sunday best!

    For admins, this means less guesswork and more tailored insights. No longer will they have to sift through a mountain of irrelevant information. Instead, they can handpick the tables and columns that matter most, ensuring that the summaries are as useful as a Swiss Army knife in a picnic emergency. Plus, the ability to preview the summary with real data before finalizing it? That’s just chef’s kiss perfection! ‍✨

    As for users, this update is bound to enhance their experience too. With more relevant summaries, they’ll get the information they need without the fluff. It’s like going to a buffet and only loading up on the dishes you actually enjoy—no more unwanted surprises on your plate!

    So, how impactful will these changes be? Well, let’s just say they’re likely to turn the usual admin headaches into a smooth sailing experience. The way this feature encourages collaboration between admins and users is a win-win, making everyone’s job a little easier and a lot more enjoyable.

    What do you all think? Are you excited about the possibilities this update brings? Let’s hear your thoughts and any funny admin stories you might have! ️

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