Microsoft Dynamics 365 Field Service gets new Microsoft Copilot capabilities 

Microsoft introduced the addition of Copilot features in Dynamics 365 Field Service. Managers can use Copilot’s generative AI features with Dynamics 365 Field Service, which can help create and manage work orders easily using natural language prompts.

In the blog post, Microsoft stated:

Copilot can assist in retrieving work order details, summarizing them, and presenting them in an easily digestible format. Copilot can also go beyond searching work orders to searching other Microsoft Dataverse records, including accounts, contacts, opportunities, and more. In addition, organizations can now configure the data that Copilot uses to generate work order summaries in Dynamics 365 Field Service to meet their specific business needs.

The Dynamics 365 Field Service users can also access the Outlook email add-in and ask Copilot to make work orders on the basis of emails they get from Outlook.

In addition, the field service managers can ask Copilot to send customers email updates with details of scheduled work orders or suggestions for unscheduled work orders.

The Dynamics 365 Field Service plugin for Microsoft Copilot is generally available. Managers and field workers can use it to ask questions from the Copilot assistant with natural language prompts within Teams. This allows them to collect essential information about work orders and other records saved in Dataverse.

Furthermore, technicians can use this feature to speed up problem resolution by asking Copilot to search extensive product manuals for relevant information.

Amit Nene, Business Applications Director, BW Packaging Platform, Barry Wehmiller said:

The introduction of Copilot in Dynamics 365 Field Service, with its powerful summarization capabilities, is a game-changer. Not only does it benefit our leaders, but it also streamlines internal communications, aids finance, and helps customers stay up to date. By automating this process, we reduce manual work and ensure critical information isn’t overlooked.

Lastly, the Field Service app within Microsoft Teams now allows you to automatically expand shared links to work orders, letting workers access additional details about the work orders right from the Teams interface.

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