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Summarize work orders with Copilot in new mobile experience

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Dec 15, 2023 - -

Business value

The reimagined technician experience enables frontline workers to use Copilot to help plan their work. Copilot in Field Service provides technicians with a quick summary of their work orders with key details, so they don't have to spend time finding that information across multiple forms and tabs. It reduces the number of interactions and time spent in the mobile app, which helps technicians be more productive.

Feature details

Technicians get the ability to summarize their work orders with Copilot within the new out-of-the-box user experience in the Field Service mobile application. The summary provides them with meaningful context of the work they are about to perform. It can include notes, diagnostic information, key events in the work order lifecycle, and recommendations.

Screenshot of Copilot work order summary

See also

Work order recaps in the mobile app (docs)