Dynamics 365 Field Service – Summarize records with Copilot [MC991921]

We are announcing the Summarize records with Copilot feature for Dynamics 365 Field Service. This feature provides technicians with a quick summary of their work orders, outlining key details and other contextual information. This feature will reach general availability on March 26, 2025.

How does this affect me?
When you generate a summary 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 generate 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 review Summarize records with Copilot in Field Service.