Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)

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Copilot in Dynamics 365 Field Service Mobile App

In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Service Mobile App equips field technicians with the ability to access critical work order data, real-time updates, and essential features directly from their mobile devices. With the addition of the Copilot feature, technicians can now benefit from AI-generated summaries, providing them with concise, actionable insights to enhance decision-making and improve service delivery.

In the previous blog “Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)”, we explored how to configure summaries for the Model-driven Web app. In this Blog, we’ll focus on configuring summaries for the mobile app, ensuring that field technicians have access to concise and essential information on the go.

Let’s explore the steps to configure the Summary with Copilot in Dynamics 365 Field Service for Mobile App,

Step 1: Enable Work Order Summary in Mobile Settings:

Go to the Field Service Mobile App, then access the Settings area.
Under the Mobile Settings group, select Features.
Navigate to the Features tab and locate the Features section.
Enable Work order summary.

Copilot in Dynamics 365 Field Service Mobile App

Step 2: For the Mobile app we need to add the Component to the form, to add the component to a form in Power Apps, follow these steps:

Go to Make.Powerapps.com and open the solution containing the Work Order table with the form displayed on the mobile app. Once the solution is open, access the form and follow the steps outlined below.… Read More »

The post Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II) first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

This was originally posted here.