![Dynamics 365 Field Service – Summarize work orders with Copilot in Outlook [MC921924]](https://mwpro.co.uk/wp-content/uploads/2024/08/pexels-olly-3760809-1024x683.webp)
Message ID: MC921924
We are announcing the Summarize work orders with Copilot in Outlook feature for Dynamics 365 Field Service. This feature allows you to get a summary of a work order without having to leave Outlook and open the Field service web or mobile apps. This feature will reach general availability on November 18, 2024.
How does this affect me?
The Dynamics 365 Field Service for Outlook add-in enables Copilot to create a summary that captures all the important information required for service managers and frontline workers to understand the context of a work order. This summary is identical to the summary in both the Field Service web and mobile apps. By default, Copilot provides these summaries based on a predefined list of tables and columns that Microsoft maintains, but administrators can change the summary configuration to meet their business needs.
The default summary includes the following data fields from work orders and related records:
- Booking information
- Activity details
- Notes from the work order and bookings
- Work order product details
- Work order service details
- Work order service tasks
- Asset information and work order history
What do I need to do to prepare?
This message is for awareness and no action is required.
If you would like more information on this feature, please visit Summarize work orders with Copilot in Outlook.
Source: Microsoft
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The new Summarize work orders with Copilot in Outlook feature for Dynamics 365 Field Service is here to make life easier for admins and users alike! Imagine getting a quick summary of a work order without even leaving your Outlook – now that’s convenience at its finest!
For admins, this update means more power to customize the summary configuration to suit their business needs. They can tweak the settings to ensure that all the important information is captured in the summary, making it super efficient for service managers and frontline workers to grasp the context of a work order.
As for users, say goodbye to the hassle of switching between different apps to get the details you need. With Copilot at your service, you can access crucial data fields like booking information, activity details, notes, product and service details, tasks, asset information, and work order history – all in one place within Outlook.
The impact of this update is going to be significant – it streamlines processes, saves time, and enhances productivity for everyone involved. So mark your calendars for November 18, 2024, when this feature hits general availability!
Excited about this game-changer? Share your thoughts in the comments below and let’s keep the conversation going! Who knows, your feedback might just spark more innovations in the future. Cheers to smoother workflows and happier workdays ahead!