Tag: Summaries
Configurable Copilot Case Summaries for D365 Customer Service
Most people have probably seen the record summaries in Dynamics 365 Customer Service, Field Service and Sales. If you’re not familiar with this concept, let me explain what they are. Record summaries in Dynamics 365 are Copilot generated summaries that provide important information about specific records (rows), like cases, opportunities, accounts, leads, etc. These summaries help users quickly understand the context and important details of a record without having toRead More
Configurable Copilot Summaries for D365 Field Service
If your organization is using Dynamics 365 Field Service, then you probably have seen the summarization feature for bookings and work orders. This feature is currently in public preview and it uses artificial intelligence to generate a recap for a work order or a booking record in Dynamics 365 Field Service. This summary contains information about the work order and related data, such as work order products, work order tasks,Read More
