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What are the benefits of Power Platform Advisor(preview)

Hello Everyone,

Today I am going to share my thoughts on Power Platform Advisor which is in preview right now.

Let’s get’s started.

What is Power Platform Advisor?

Power Platform Advisor guide to personalized best practice recommendations on your Power Platform tenant.

It analyzes your Power Platform resources and environments and offers insights and inline actions to enhance security, reliability and overall low code health.

With Power Platform Advisor:

1. Get proactive, personalized best practices recommendations.
2. Improve the overall health of your Power Platform tenant.
3. Take inline actions or automate actions using cloud flows.

In preview will focus on Security and Operational Efficiency.

So Advisor makes it easy to clean up unused apps, restrict overshared apps, assign owners for abandoned apps,

We can see these recommendations see the individual resources involved and evaluate and take inline actions.

Power Platform Advisor offers capabilities:

Top recommendations: Visible on the Power Platform admin center homepage and in the Advisor page that can be accessed from the left navigation menu.

Actionable Recommendations for impacted apps and resources.

Automated Actions: using cloud flows extensibility and the new Power Platform Admin v2 connector(preview)..

Weekly Focus Card in Teams: Highlights the top 2 recommendations based on impact,

Share Recommendations: Feature for team collaboration or to delegates actions.

Power Platform Advisor is accessible to all tenant admins in the Power Platform admin center and customers with at least one Managed environment in the tenant.

Its just started now and many more features from Power Platform Advisor.

Note: In order to activate the Power Platform Advisor you need to enable the Tenant Analytics from the settings.

Where do you see the Power Platform Advisor on Power Platform admin center?

When you login into Power Platform Admin Center and on the left handside you can see the Advisor(Preview).

For more information click here

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Create work orders in Outook using AI Dynamics 365 Field Service

Hello Everyone,

Today I am going to share new feature in Dynamics 365 Field Service, you can schedule work order from Outlook instead of Scheduled Board.

Let’s get’s started.

Normally work orders can be scheduled from Scheduled Board on Dynamics 365 Field Service and it is lengthy process to schedule a work order.

Now with AI you can create work orders from Outlook itself.

How do you do that ?

Field Technicians and managers can create, view and manage work orders within Microsoft 365 applications, including Microsoft Outlook by harnessing the power of generative AI to deliver accelerated work order creation.

This new feature can allow work order creation with Copilot in Outlook. The AI – based copilot can assist with extracting relevant details from emails and filling in data to the work order form based on the text in the email thread.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365BlogPostsin365Days

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{How to} get the work order recap using AI in Dynamics 365 Field Service

Hello Everyone,

Today I am going to share how to get full recap of the work order in Dynamics 365 Field Service.

Let’s get’s started.

Normally the service managers want to know the feedback and what have been completed in the work order fulfillment, how do they get that information? it has to be manual right.

Now no more manual process to get recaps, using AI – Powered work order recaps helps service managers quickly access a summary of the work order and its related data, boosting efficiency and improving customer satisfaction.

Work order recap highlights important information about a work order such as notes, products, services, tasks, activities, and more to help users catch up without having to dig through all the information in a work order.

At any point, a user can ask Copilot in Field Service to generate recap and avoid clicking through the user interface to get caught up.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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New AI Powered work order recap for Dynamics 365 Field Service Mobile App users

Hello Everyone,

Today I am going to share some information regarding the new feature AI Powered work order recap for Dynamics 365 Field Service Mobile App Users.

Let’s get’s started.

Normally field service technician have a day long work orders while there on the field. They don’t know what are the important pieces of information required for the jobs they are going to complete it.

With the new AI Powered work order recap for Dynamics 365 Field Service Mobile App Users:

Copilot in Field Service helps field technicians using Field Service Mobile App Save time and work more efficiently by bringing disparate pieces of information together and providing a concise summary of a work order in the Mobile App.

So Field Technicians get the option to generate a summarized recap of their work orders on demand within the mobile application.

This recap provides them with meaningful context of the work they are about to perform.

It can include notes, diagnostic information, key events in the work order lifecycle and recommendations.

So the work order recaps includes references for generated summary and users can regenerate it based on changes on the work order.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Resource Scheduling using Single Resource Optimization considers new requirements in Dynamics 365 Field Service

Hello Everyone,

Today i am going to show what are the benefits of Single Resource Optimization in Dynamics 365 Field Service Scheduling.

Let’s get’s started.

Sometimes disruptions and changes in a resource schedule can cause that schedule to become unbalanced.

Single resource optimization allows a dispatcher to automatically re-optimize the resource’s schedule.

This is the new feature looks to fill in gaps in a resource’s schedule using the organization’s optimization goals.

New feature details:

Disruptions or exceptions during the day that affects a resource’s schedule are fairly common:

1. A technician finishes a booking earlier then estimated, and now has idle before the next booking.

2. A technician is stuck in traffic and can’t make it to the next booking on time.

3. A customer cancels an appointment at the last minute, and now there’s gap in the resource’s schedule.

Dispatchers need an efficient way to fix such disruptions. This include re-optimizing exisiting bookings to make sure there’s no overlaps, or to schedule new work to cover idle time, or to optimize travel time.

This feature expands on our capabilities to optimize the schedule for a specific resource, allowing single resource optimization to pull in additional requirements to fill gaps in the technicians schedules, create a more optimized route, or address high priority requirements.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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