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Tag: #copilot

{Do you know} Author custom copilot behaviors with AI plugins

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Authoring custom pilot behaviors with AI Plugins.

Let’s get’s started.

Authoring custom behaviors for Copilot using AI plugins in Dynamics 365 and Power Platform involves a nuanced process of integration and development.

Firstly, you’ll need to understand the intricacies of both Dynamics 365, which offers a suite of business applications, and Power Platform’s tools for data analysis, app development, and automation.

The goal is to identify specific areas where AI can enhance these platforms, such as automating complex workflows, providing predictive insights, or improving customer interactions.

Then, you’ll design an AI plugin that seamlessly fits into this ecosystem, adhering to Microsoft’s guidelines for security and performance.

This step typically involves leveraging Azure’s AI services like Machine Learning or Cognitive Services.

After developing and rigorously testing your plugin to ensure it complements the existing functionalities of Dynamics 365 and Power Platform, you deploy it, carefully monitoring its performance and impact.

Compliance with data protection laws, thorough documentation, user training, and ongoing support and maintenance are crucial to the successful integration and operation of these custom AI plugins.

This approach not only enhances the capabilities of Dynamics 365 and Power Platform but also tailors them to specific business needs, unlocking new potential for efficiency and innovation.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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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] 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} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams.

Let’s get’s started.

Login into Dynamics 365 Field Service.

Go to Settings > Collaborations.

Microsoft Teams Collaboration and chat:

1. Turn on the linking of Dynamics 365 records to Microsoft Teams channels
2. Turn on Enhanced Microsoft Teams Integration
3. Turn on Confidential Labels.

Turn on Microsoft Teams chats inside Dynamics 365

1. Turn on for all Dynamics 365 Apps

You want to turn on for only specific selected Dynamics 365 apps

1. Turn on for selected Dynamics 365 apps

Then switch to the Settings and Field Service Settings.

Enable Copilot for work order, Copilot in Microsoft Outlook: This feature will suggest the users when using the work oders on Outlook or Microsoft Teams.

Add the Dynamics 365 Field Service for Outlook add -in to your outlook.

Details:

Field Service customers typically modify the work order form by adding, removing, rearranging form fields based on their needs.

Field Service Admins can now create or customize a view in the Power Apps Maker experience, and sync the view with the Field Service Outlook add-in and Teams app. The view then automatically renders the user interface in the outlook add -in and Teams app to construct the customized work order form.

Copilot follows the data schema of the view and helps populate the work order form according to the email context and customized work order table.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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