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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Question Copilot about work order information using natural language

uk365guy

Hello Everyone,

Today I am going to share my thoughts on How to Ask Copilot about Work Order Information using natural language.

Let’s get’s started.

The below image illustrates a field service technician using natural language to inquire about work order details through Copilot in the Dynamics 365 Field Service App. It captures the essence of modern field service technology, where voice commands simplify the process of accessing and managing work order information.

To ask Copilot about work order information using natrual language in Dynamics 365 Field Service, you would typically use simple, conversational queries. Here are some examples of how you might phrase your questions.

1. For General Work Order Status:

“Hey Copilot, what’s the status of work order 12345?”

“Can you show me the latest updates on the work order for ABC Company?”

2. For Specific Details:

“Copilot, what parts are needed for the job on Elm Street?”

“Tell me the estimated time of completion for the task assigned to Technician John.”

3. For Customer Information:

“I need the contact details for the client on work order 67890.”

“What’s the service history for the customer at 123 Main Street?”

4.For Scheduling and Assigments:

“Which work orders are scheduled for today?”

” Who is assigned to the emergency repair job this afternoon?”

5. For Reporting Issues or Updates:

“There’s a delay on work order 11223 due to part unavailability. Can you update it?”

“Mark the work order 55677 as complete and log 3 hours of labor.”

Using Natural Language queries like these allows field service technicians to interact with the system in a more intutive and efficient way, enhancing productivity and reducing the time spent navigating through menus and forms. Copilot’s AI Capabilities are designed to understand and process these kinds of requests, making the management of work orders more streamlined and user friendly.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the significance of the work orders with Copilot in new mobile experience

uk365guy

Hello Everyone,

Today I am going share my thoughts on work orders with Copilot in new mobile experience.

Let’s get’s started.

Here’s an image that visualizes the concept of summarizing work orders using Copilot in the new mobile experience for Dynamics 365 Field Service. It showcases a smartphone displaying the app’s inetrface, highlighting the integration of AI assistance for effiecient and modern field service management.

In the new mobile experience, Dynamics 365 Field Service users can now efficiently manage and update work orders using Copilot, an AI-powered assistant. This integration enhances the mobile app’s functionality, allowing field technicians to swiftly update work orders through user-friendly interfaces and intelligent suggestions.

Copilot’s features like voice commands and AI-driven accurately and access vital information on-the-go.

This modern approach to field service management not only boots productivity but also improves the accuracy and speed of service delivery, directly contributing to enhanced customer satisfaction.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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[How to] Update Dynamics 365 Field Service work orders with Copilot in new mobile experience

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to update dynamics 365 field service work orders with Copilot in new mobile experience.

Let’s get’s started.

Here’s an image illustration of a field service technician using a smartphone to update work orders in the Dynamics 365 Field Service mobile app with Copilot assistance. The scenario reflects a real world service environment.

1. Set Up Dynamics 365 Field Service on Mobile Devices

Install the Dynamics 365 Mobile App: Ensure that the Dynamics 365 Field Service mobile app is installed on the devices used by your field service team.

Configure Mobile App for Field Service: Customize the mobile app to display relevant information for field technicians including work orders schedules and customer details.

2. Integrate Copilot for Enhanced Assistance

Enable Copilot in Dynamics 365: Make sure that Copilot is integrated and activated within your Dynamics 365 Field Service environment. This might involve configuring settingssin the admin panel.

Train Users on Copilot Features: Educate your field service team on how to use Copilot for updating work orders, such as using voice commands or AI-powered suggestions for completing fields.

3. Update Work Orders Using Copilot

Access work orders on mobile: Field technicians can open the Dynamics 365 Field Service app and navigate to their assigned work orders.

Use Copilot for Quick Updates: Utilize Copilot AI capabilities for quick updates. For instance technicians can dictate notes or updates to Copilot which then accurately inputs the information into the work order fields.

Capture Images or Videos: If the new mobile experience supports multimedia, technicians can use Copilot to attach images or videos to work orders, enhancing the detail and accuracy of the reports.

4. Leverage Advanced Copilot Features

AI- Powered Diagnostics and Suggestions: Use Copilot analyze issues based on the work order details and suggest possible solutions, parts needed or reference materials.

Real- Time Collaboration: Utillize Copilot for real-time collaboration with other technicians or support staff, potentially integrating with Teams for seamless communications.

5. Sync and Review

Automatic Synchronization: Ensure that all updates made via the mobile app are automatically synced with the central Dynamics 365 system.

Review and Approve: Supervisors or managers can review and approve the work orders updated through the mobile app, ensuring quality and accuracy.

6. Continuous Improvement

Gather Feedback: Reguraly collect feedback from field technicians on the mobile experience and Copilot’s effectiveness.

Update and Optimize: Continuously update the system and Copilot features based on user feedback and evolving business needs.

By following these steps, field service organizations can efficiently update work orders using Copilot in the new mobile experience, enhancing the productivity and effectiveness of their field technicians.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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[How to] Copilot to customize Dynamics 365 Field Service Work Order views for Teams and Outlook

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to customize work order views for Teams and Outlook.

Let’s get’s started.

The image visualizes a digital workspace with customized Dynamics 365 Field Service work order views, seamlessly integrated with microsoft teams and outlook. It showcases how these applications can work together, offering a unified and efficient platform for managing work orders and related communication.

Customizing work order views for Microsoft Teams and Outlook using Copilot in Dynamics 365 Field Service involves a blend of Integration and customization strategies.

Here is detailed approach.

Initial Setup and Integration

1. Integrate Dynamics 365 with Microsoft Teams and Outlook:

Access the Dynamics 365 Admin Center.
Enable Integration with Microsoft Teams and Outlook.

2. Configure Teams and Outlook Integration:

In Dynamics 365 Navigate to the integration settings for teams and outlook,

Set up appropriate permissions and select entities(like work orders) for integration.

Customizing Work Order Views

1. Modify work order Entity for Teams and Outlook:

Go to Field Service Settings in Dynamics 365.

Customize the work order entity to ensure it includes relevant fields for Teams and Outlook.

2. Create and Customize Views:

Utilize the Dynamics 365 Customization interface.

Develop specific views for work orders with necessary filters and columns.

Save and publish these custom views.

Utilizing Copilot for Enhanced Customization

1. Engage Copilot for Advanced Customization:

Use Copilot to get suggestions on advanced customizations and best practices.

Apply Copilot’s recommendations to enhance the usability and functionality of the work order views.

2. Automate Workflows with Copilot:

Implement automated workflows using Copilot to streamline operations between Dynamics 365 Teams and Outlook.

Ensure these workflows are reflected in the work order views.

Team and Outlook Integration

1. Create Teams Tabs for Work Orders:

In Microsoft Teams, establish dedicated tabs in relevant channels.

Connect these tabs to the Dynamics 365 custom work order views.

2. Synchronize with Outlook:

Make sure the custom work order views are accessible in Outlook via the Dynamics 365 App.

Testing and Training

1. Conduct Testing:

Perform comprehensive tests to ensure functionality and data synchronization across Dynamics 365, Teams, and Outlook.

2. Organize Training Sessions:

Train team members on using the new features and custom views.

Provide resources and documentation for assistance.

Continous Improvement

Regularly update the custom views based on user feedback and evolvin requirements.

Keep an eye on new Dynamics 365 features that could be incorporated.

Through these steps, you can customize work order views in Dynamics 365 Field Service for Microsoft Teams and Outlook, leveraging Copilot for advanced suggestions and automations. This approach aims to enhance collaboration and efficiency in managing work orders within your organization.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Restrict and Protect Customer data on Dynamics 365 Customer Insights.

uk365guy

Hello Everyone,

Today I am going to share new feature benefits of how to protect customer data on Dynamics 365 Customer Insights.

Let’s get’s started.

Day to day businesses have difficulties to maintain the privacy of customer personal data.

Customer Insights now you can protect the personal data by restricting access and visibility of certain data fields in the Customer Profile, ensuring that data can be used for generating insights that needed across sales, service and marketing.

With this new feature your company can safely use the confidential data more efficiently,so your customers can trust you with data you can then use to better personalize their experience.

Restrict access to data:

1. Customer Profile fields for Dataverse roles can be restricted.

2. Dynamics 365 Customer Insights follows field level security set up in Dataverse, so you dont need to manage these for every Dynamics 365 app separtely.

3. Dynamics 365 Customer Insights marketing professional can continue to build segements based on the restricted fields without seeing the data of the field, such as the email address, in Dataverse and in Customer Insights.

4. Users can continue to use the fields to generate segments, measures and other insights or create personalized journeys and contents, however they will not see any data in those restricted fields.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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