Skip to main content
🦉
Message CenterMicrosoft 365 Updates
HomePermissionsTenant FinderM365 ReportPortfolio
🦉
M365 Message Centerby Cengiz YILMAZ

Track the latest updates, features, and announcements for Microsoft 365 services. Comprehensive archive of service updates and important changes.

Quick Links

HomePermissionsTenant FinderM365 ReportPortfolio

Connect

© 2026 M365 Message Center. Created with ❤ by Cengiz YILMAZ

Data sourced from Microsoft 365 Message Center • Not affiliated with Microsoft

  1. Home
  2. /
  3. MC931328

Dynamics 365 Field Service - Summarize records with Copilot

Informational

Message ID

MC931328
View in Admin Center

Services

Dynamics 365 Apps

Details

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 December 16, 2024.

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.

Timeline

Published
Nov 11, 2024
Message published to Message Center
Updated
Nov 11, 2024
Message content updated
End Date
Dec 11, 2024
Message timeline ends

Tags

#New feature

Category

Stay Informed

Related Messages

Similar updates

MC927985

Copilot for Sales - Benefit from enhanced email summaries and drafts with meeting suggestions

Nov 8, 2024
MC926015

Dynamics 365 Field Service - Configure Copilot summaries in Field Service

Nov 5, 2024
MC921924

Dynamics 365 Field Service - Summarize work orders with Copilot in Outlook

Oct 30, 2024
MC947134

Copilot for Sales - Extend email drafts with file links from third-party systems

Dec 3, 2024
MC946966

Dynamics 365 Field Service – Summarize work orders with Copilot in the mobile app general availability

Dec 2, 2024