Loading...

{How to} Create and update work orders in Teams with Copilot in Dynamics 365 Field Service

{How to} Create and update work orders in Teams with Copilot in Dynamics 365 Field Service
Hello Everyone,





Today I am going to show how to Create and update work orders in Teams with Copilot in Dynamics 365 Field Service.








Let's get's started.





To Create and update work orders in Teams with Copilot in Dynamics 365 Field Service, follow these steps:









1. Set up Copilot Integration:


Ensure you have Dynamics 365 Field Service and Microsoft Teams set up.


Install the Copilot app in Teams.




2. Create a Work Order:


In Teams, go to the Copilot app.

Click on New Work Order.

Fill in the relevant details (Customer, location, service, etc.).

Save the work order.





3. Update Work Orders:


Open the work order in Teams.

Make necessary changes (status, priority, description, etc).

Save the updates.



4. Collaborate with Your Team:


Mention team members in the work order chat.


Discuss and collaborate on work orders details.


Remember to customize the process based on your organization's specific needs.






That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days





























Published on:

Learn more
MICROSOFT DYNAMICS CRM /365  BLOG
MICROSOFT DYNAMICS CRM /365 BLOG

This blog is all about MS DYNAMICS CRM DEVELOPMENT, C# .NET,SQL SERVER

Share post:

Related posts

Episode 393 – Microsoft Teams Meeting Room Solutions with Alex Mooney

Welcome to Episode 393 of the Microsoft Cloud IT Pro Podcast. In this episode, Ben is joined on the show by Alex Mooney from Logitech. The two...

14 hours ago

Microsoft 365 User Profile Card Gets Name Pronunciation

The Microsoft 365 user profile card offers users the chance to record and playback name pronunciations, if tenant settings allow. The new sett...

20 hours ago

[Infographic] A simple guide to planning your Google Workspace to Microsoft 365 migration 

Making the switch? This quick guide covers the key differences between Google Workspace and Microsoft 365, common challenges, and migrat...

1 day ago

Power Platform & M365 Dev Community Call – January 16th, 2025 – Screenshot Summary

Call Highlights   SharePoint Quicklinks: Primary PnP Website: https://aka.ms/m365pnp Documentation & Guidance SharePoint Dev Videos Issues...

1 day ago

How to enable Copilot Agents in SharePoint for non-Copilot users

Welcome to 2025, the Year of AI Agents! Intelligent agents are one of the biggest buzzwords this year for good reason: they promise to make ou...

1 day ago

Dynamics 365 Business Central: How to upload files from Business Central to SharePoint (document library) via AL (Graph API)

Hi, Readers.We discussed Dynamics 365 Business Central: How to import/read files from SharePoint (document library) to Business Central via AL...

2 days ago

Enabling agents in Microsoft 365 Copilot Chat 

Agents play a significant role in how organizations are transforming their business process with AI. Soon agents created in Microsoft Copilot ...

2 days ago

Microsoft Teams on iOS: New meeting interface and navigate messages hands-free in CarPlay

Microsoft Teams for iOS will soon update with Apple CarPlay support, allowing hands-free navigation and Siri integration for messaging and mee...

2 days ago

Microsoft Viva Connections: Update to app name

The Microsoft Viva Connections app will be renamed to Connections to fit better in Microsoft Teams. The rollout starts mid-January 2025 and en...

2 days ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy