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

uk365guy

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

uk365guy

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

uk365guy

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

uk365guy

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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Resource Scheduling Optimization Multi-day scheduling in Dynamics 365 Field Service

uk365guy

Hello Everyone,

Today I am going to show the Multi-day scheduling using Resource Scheduling Optimization Dynamics 365 Field Service.

Let’s get’s started.

This new feature enables scheduling efficiencies and accuracies by optimizing job requirements that span multiple days automatically.

A 40 hour work order across an entire work week where the same field technician is expected to perform more detailed work at the same location each day.

So a service requirement can be scheduled across multiple days and weeks.

Dispatchers can schedule multi-day work manually or by using the schedule assistant.

The resource scheduling optimization add-in for Dynamics 365 Field Service now supports multi-day requirements optimization too.

The system assigns requirements that span multiple days to a resource based on the breakdown of the underlying requirements details.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365BlogPostsin365Days

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