Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)

A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a technician. It encompasses all the necessary information, including the issues that need addressing, details about the customer, the tasks that must be completed, the parts required for the job, the location where the service will be performed, the schedule and booking arrangements, and any pertinent details about the assets being serviced.

To further streamline operations, Dynamics 365 Field Service offers a Summary Configuration feature. This feature allows for the automatic generation of concise summaries for Work Orders, pulling together all the essential information in one view. With this summary, technicians can quickly grasp the key details of the job, ensuring they are fully prepared to perform their tasks efficiently and effectively. This enhancement not only saves time but also helps maintain consistency and clarity across service operations.

Solving Real-Life Challenges with Ease:

The Summarize Records feature is designed to provide a quick understanding of a record and its related child records, ensuring that the current user has all the necessary information at their fingertips.

Note: Access to the summary feature requires a paid Field Service environment and is not available in trial versions.

Let’s check how to implement and use the Summarize Records in Field Service:

Step1:

To deploy the Summary feature, Administrator privileges are required. Start by enabling the “Copilot for Work Orders” option:

1. Go to the Field Service App, then access Settings.
2. Under the General group, select Field Service Setting.
3. Navigate to the Features tab and locate the Copilot in the Field Service section.
4. Enable Copilot for work orders.… Read More »

The post Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I) first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.