Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Answered

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

Posted on by 18
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.
  • Suggested answer
    Community member Profile Picture
    Community member 18 on at
    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 Profile Picture
    Dengliang Li Microsoft Employee on at
    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 Profile Picture
    Leah Ju Microsoft Employee on at
    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.
    Through my search:
    It seems that this feature can be achieved in the sales or customer service app.

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,134 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,928 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans