The work order summary with Copilot in Field Service helps you understand the state of a work order and get next steps. This AI-generated summary includes status, priority, and related activities, making it easier to manage work orders efficiently.

The content of a summary isn't saved. It's only available to the user who generated it. The summary focuses on the most relevant information based on the work order's lifecycle stage.

• Unscheduled: Information that's relevant to scheduling the work order, like requirements.

• Scheduled: Information that's relevant to planning, arrival at the work order site, and understanding the issue. For example, asset information and the asset's work order history.

• In Progress: Information that's relevant to completing the work order and the current state of work, like asset information and the asset's work order history.

• Completed,Posted, andCanceled: The core information in all summaries includes a recap of costs and prices and, for completed and posted work orders, invoice details.

Watch this brief video to learn more about the new work order experience in Field Service, including work order summaries:

Generate a summary in the web app

Open awork order form or a booking record.

• To generate a summary, selectGenerate in theCopilot control.

• To refresh the summary, selectRegenerate in theCopilot control.

Send feedback

Use the like/dislike buttons in the Copilot control to provide feedback and, optionally, more context about your preferences. Your feedback helps us understand if the summary is useful or not and why.

See also

• FAQ about work order summary with Copilot
• New work order experience
• Responsible AI FAQ for Dynamics 365 Field Service
• Enable work order summary with Copilot in Field Service