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Configure Copilot summaries in Field Service

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Apr 17, 2024 - Apr 9, 2025

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 leads to more useful and actionable summaries.

Feature details

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

  • Makers can select the tables and columns that Copilot uses to create the summary in natural language.
  • After setting up 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

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Summary configuration (docs)