Microsoft 365 integrations for Field Service
Dynamics 365 Field Service integrates with Microsoft Outlook, Teams, and Viva Connections so that frontline workers and managers can create, view, and manage work orders within Outlook and Teams. A frontline manager is typically a service manager and dispatcher. A frontline worker is a technician, the one performing the repair or maintenance.
An Outlook add-in allows frontline managers to view and create work orders in Outlook, so they can quickly respond to service requests and questions. The Outlook add-in also provides copilot capabilities to assist with work order creation and scheduling in Outlook.
A Teams home page or a Viva Connections dashboard in Teams provides frontline workers with an at-a-glance view of their workday and frontline managers with the ability to view and create work orders. Users can also initiate a Dynamics 365 Remote Assist call from here.
A Dynamics 365 Field Service Plugin for Microsoft Copilot (preview) provides a chat where frontline managers and workers can ask questions about their work orders.
As an organization, you can use the capabilities in Microsoft Outlook, Microsoft Teams, Microsoft Teams and Viva Connections, or a combination. For more information about what the integrations provide, see:
- Field Service Outlook Add-in with Copilot for the frontline manager
- Field Service Teams overview for the frontline manager
- Field Service Teams overview for the frontline worker
Administrators enable these features for end users in their organization. See Set up Microsoft 365 integrations for Field Service and Set up the Dynamics 365 Field Service Plugin for Microsoft Copilot (preview). End users do have the ability to set up the Outlook add-in or Teams home page on their own. Viva Connections requires an administrator to set up for the organization.
Dynamics 365 Field Service allows administrators and users to access content and share data outside of Microsoft 365 once consent is given to link their Microsoft work or school account with their Dynamics 365 account.
Supported geographies, regions, and languages
Microsoft 365 integrations for Field Service are currently available in environments located in the following geographies, regions, and languages. If you don't know where your environment is geographically located, ask your administrator to check in the Power Platform Admin Center.
Supported geographies and regions
|Asia Pacific||eastasia, southeastasia|
|UK (South UK / West UK)||uksouth, ukwest|
|United Arab Emirates||uaecentral, uaenorth|
|United States||eastus, westus|
|Chinese (Simplified, PRC)||zh-CN|
|Chinese (Hong Kong)||zh-HK|
|Czech (Czech Republic)||cs-CZ|
|English (United States)||en-US|
|Serbian (Cyrillic, Serbian)||sr-Cyrl-RS|
|Serbian (Latin, Serbia and Montenegro)||sr-Latn-RS|