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Copilot in Dynamics 365 Field Service helps boost productivity and minimize manual work by generating work order summaries, creating inspection templates, and enabling frontline workers using natural language. Here are some recent features for using Copilot in Field Service:
| Feature | Description | Learn more |
|---|---|---|
| Natural language questions | Ask questions in natural language about the data and information stored in the system. Use a library of predefined prompts to get Copilot working for you quickly. | Use Copilot in the Dynamics 365 Field Service web application |
| Work order update | Use natural language (text or speech) in the mobile app for Copilot to suggest and update work order fields, such as booking status, times, tasks, and line items. | AI-powered work order update (preview) |
| Work order summaries | Generate on-demand summaries of a work order to quickly see status, priority, related activities, and recommended next actions. | Summarize work orders with Copilot |
| Inspection template creation | Upload PDFs or images and have Copilot convert them into draft inspection templates that you can edit, publish, and add to work orders. | Create inspection templates with Copilot |
| Supervise agents with agent feed | Review, validate, and complete agent-generated, actionable tasks. | Supervise agents with agent feed |
| Form-fill assistance | Get suggestions for field content when filling out forms in the Field Service web app. | Use Copilot's form fill assistance |
| Find data in a view | Quickly find, filter, and sort records without using advanced filtering tools. | Find data in a view |
| Visualize data in a view | Generate charts directly from a view to visualize data and interact with it. | Visualize data in a view |
| Get row summaries | Obtain a concise overview of key details about a record. | Use row summaries |
| Use timeline highlights | Highlight key events in a record's timeline to quickly understand its history and status. | Use timeline highlights |