2026 Release Wave Updates: Row Summaries
UG Expert Kylie Kiser reviews Release Wave updates for Power Platform and Dynamics 365 Sales and Customer Service users, covering the features: enhance row summaries in model-driven apps, add AI record summary to model-driven apps, and configure a row summary for a model-driven app.
Key Takeaways
- Preparing for release: Many of the features require manual activation. Users should test the upcoming features in environments to prepare for the release later this year.
- Enhance row summaries: The row summaries feature became available in April in Dynamics 365 Sales and Customer Service. For Sales, row summaries are managed within the Sales Hub settings. For Customer Service, they are within the Copilot Service Administration app.
- AI record summaries: Configuring AI record summaries involves writing a prompt and selecting the details. Kylie demonstrates the process by creating a simple table with fields and configuring the row summary using the prompt builder interface.
- Applying row summaries to custom tables: Kylie shows how to apply the row summary to a custom table and the main form. She provides a high-level overview of the process, noting the flexibility to include row summaries on multiple tables and forms.
