Category: D365 Field Service
Copilot assistance for form fill in Model-Driven Apps
Believe it or not, I have actually received requests in the past where prospects wanted the system to automatically create records in Dataverse or Dynamics 365, which of course is kind of crazy! We always need to integrate with another system, or have someone either enter data manually or import the data into Dynamics 365 (or Dataverse) (for example rows like accounts, contacts, opportunities, cases, etc.) after which we canRead More
Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More
Find Dynamics 365 Data in Outlook using mentions
Today I stumbled across a feature that is pretty new! This feature was just released on March 6th and I have to say I am loving it! Apparently, it has been in preview, so I am not sure how I missed it, but I guess with so many new features being pushed out on a regular basis, it is to be expected that some features slip through the cracks! First,Read More
Extend Copilot for Microsoft 365 with Dynamics 365 Data (preview)
I am sure you have heard the term “Copilot” a lot in the Microsoft universe. It can be overwhelming to understand the different types of Copilots available. There is a Copilot for Dynamics 365 Customer Service, which helps customer service agents by searching through knowledge sources like SharePoint sites, internal websites, and knowledge bases to help solve customer issues. On the other hand, Copilot for Sales exists in Dynamics 365Read More
2024 Wave 1 Release Notes: D365 Field Service
Like every year, I’ve been writing several articles about the features included in the 2024 Wave 1 release for Dynamics 365 CX! In the first article of this series, I explored all the additions and enhancements for Dynamics 365 Sales. Following that, I wrote a piece about the new SKU Microsoft Copilot for Sales; you can catch up on it here if you haven’t gotten a chance to do soRead More
Copilot in the enhanced mobile experience for D365 Field Service(preview)
Having a well-designed mobile app for frontline workers is crucial for many reasons, as it directly contributes to streamlined operations, improved communication, enhanced efficiency, and ultimately, a more empowered and productive workforce. Last week I wrote an article about the exciting features that are part of the new enhanced mobile experience for Dynamics 365 Field Service, which is currently in preview. (If you haven’t had a chance to read theRead More
Enhanced mobile experience(preview) for D365 Field Service
There have been a lot of improvements to Dynamics 365 Field Service this year and I have loved every single one of them! However… One of my favorite improvements is the new mobile experience for field techs for Dynamics 365 Field Service. Yes, I am aware that this feature is not generally available yet, as it has been in preview since early November of 2023. So what is this previewRead More
D365 Field Service: Improved Work Order Experience (preview)
There have been so many exiting new features in 2023 release wave 2, and it feels like new features are making it to preview almost every week! The features I am discussing today (yes you read that right, this line item is not just limited to 1 feature, but instead comes with a whole bunch of new and exiting features and updates!) are the ones that are related to theRead More
Field Service app (preview) for Teams
I’m sure many of you have caught wind of the exciting news around Field Service Copilot which was announced just a few weeks back. The wait is over, especially for those in the NA regions, as we got access to the preview feature on August 11th. In case you haven’t bumped into the buzz about Dynamics 365 Field Service Copilot, let me break it down for you. Imagine having anotherRead More
Field Service Copilot – Outlook experience (preview)
I’m sure many of you have already heard about the preview of Field Service copilot that was announced by Microsoft a few days ago. We had to wait until August 11th (at least for the environments in the NA regions) to get access to this. If you are not familiar with Field Service Copilot and haven’t heard or seen any of the announcements, let me explain what this is. FieldRead More
