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.
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Configurable Copilot Case Summaries for D365 Customer Service Did you know that you can now configure the source tables and columns that Copilot uses to generate a Case summary? In
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
Configurable Copilot Summaries for D365 Field Service In this video I will show you how you can configure copilot summaries in work orders and bookings for Dynamics 365 Field Service.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced
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