![Dynamics 365 Field Service – Summarize records with Copilot in the mobile app [MC946934]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-jplenio-1114897-1024x683.webp)
Message ID: MC946934
We are announcing the introduction of the Summarize Records with Copilot feature for Dynamics 365 Field Service. This enhancement enables technicians to quickly access a summary of their work orders, including key details and contextual information within the mobile application. This feature will become generally available in the Dynamics 365 Field Service mobile app on January 13, 2025.
How does this affect me?
When a summary is generated with Copilot, the system uses the work order ID and your security profile to determine which relevant data to display by pulling contextual information directly from the work order and related records to create the summary.
By default, Copilot provides summaries based on a list of fields that Microsoft maintains. Administrators can change the summary configuration to meet their business needs. The default summary includes the following data fields from work orders and related records:
- Booking information
- Activity details
- Notes from the work order and bookings
- Work order product details
- Work order service details
- Work order service tasks
- Asset information and work order history
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 Summarize records with Copilot in Field Service.
Source: Microsoft
![Power Platform – Tenant Isolation will be enabled by default across your tenant [MC942823]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-steve-1418595-150x150.webp)
![Dynamics 365 Field Service – Summarize work orders with Copilot in the mobile app general availability [MC946966]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-googledeepmind-18069694-150x150.webp)
The introduction of the “Summarize Records with Copilot” feature in Dynamics 365 Field Service is set to be a game-changer for both administrators and users alike. Imagine technicians being able to access a concise summary of their work orders right at their fingertips—it’s like having a personal assistant who knows all the important details without ever asking for a coffee break!
For admins, this update means enhanced control over how information is presented. With the ability to customize the summary configuration, you can align the summaries with your specific business needs. This flexibility not only streamlines the workflow but also ensures that the most pertinent information is readily available, reducing the time spent sifting through data. Who wouldn’t want to spend less time in the digital trenches?
Users will benefit significantly as well. The quick access to contextual information allows technicians to focus more on their tasks rather than hunting for details. This enhancement can lead to improved efficiency and, ultimately, higher customer satisfaction. After all, happy technicians make for happy customers, right?
As for the impact, it’s likely to be quite substantial. The ability to summarize records effectively can lead to faster decision-making, reduced errors, and an overall boost in productivity. It’s a win-win situation that keeps everyone smiling and moving forward.
I encourage everyone to share their thoughts! How do you see this update affecting your day-to-day operations? Let’s spark a conversation about the future of Dynamics 365 Field Service. And for more insights and updates, don’t forget to check out additional posts at mwpro.co.uk. Your input is invaluable!