Summarize fixed asset book with Copilot

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Jul 2025	-

Business value

Fixed asset book summaries with Copilot provide a quick overview of the most important information related to a selected fixed asset book. By pulling data from actual posted transactions, Copilot presents essential details—like acquisition cost, depreciation, and net book value—without the need to manually dig through reports. The summaries are designed to fit seamlessly into your daily workflows, helping you make informed decisions faster and manage your assets more effectively.

Feature details

The Asset book page now includes a Summary by Copilot FastTab that summarizes the currently selected asset book and shows status on the asset historical transactions and insights about the asset future.

Copilot offers an overview of fixed assets, including acquisition dates, service dates, and initial acquisition costs. It summarizes acquisition adjustments, write-ups/downs, and total accumulated depreciation, calculating the net book value (NBV). Additionally, it provides future-focused insights, such as remaining depreciation periods, upcoming depreciation periods reminders, and disposal considerations based on the asset book's depreciation method and service life.