Copilot is not able to add in field service app to draft emails

(2) Share

Report

Posted on by Community member

Hi Team,

I attempted to configure Copilot in the Field Service App following Microsoft's documentation, ensuring all steps were followed to enable Copilot. Despite trying both with India and United States regions and using the system admin role, I'm unable to see Copilot for drafting emails. Any assistance with this issue would be greatly appreciated.

Thanks & Regards,

Latha.

All responses (3)

Answers (1)

Suggested answer

Community member 18 on at

Like (0)

Report

Copilot is not able to add in field service app to draft emails

Thank you for your valuable response. Its really helpful for me.
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

Copilot is not able to add in field service app to draft emails

Hi,

I am in an environment that contains the Sales Hub app and I am trying to enable Copilot for the Field Service app.

However, Copilot cannot be displayed in the side pane in Field Service.
So, this could be due to product design restriction.

Best Regards,
Dengliang Li
Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Copilot is not able to add in field service app to draft emails

Hi Partner,

According to Microsoft documentation, it appears that copilot in field service does not yet have the ability to draft emails.

https://learn.microsoft.com/en-us/dynamics365/field-service/work-order-recap

Through my search:

It seems that this feature can be achieved in the sales or customer service app.

https://learn.microsoft.com/en-us/dynamics365/sales/compose-send-email-copilot

https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/copilot-enable-help-pane#enable-write-an-email

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah