{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: June 22, 2024

Learn more

MICROSOFT DYNAMICS CRM /365 BLOG

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

Microsoft Copilot (Microsoft 365): People Skills – Expanded AI inferencing for E3/E5 users

People Skills is expanding AI powered skill inferencing to include Microsoft 365 E3 and E5 licensed users. Previously, AI powered skill infere...

4 hours ago

Microsoft 365: Drawn electronic signatures with eSignature for Microsoft 365

Signers will be able to add their electronic signature to PDFs using a stylus, touch, or mouse, in addition to the existing typed signature op...

4 hours ago

Microsoft Viva: Viva Glint – Navigation improvements in Reporting

Viva Glint Reporting users like managers and leaders will be able to retrace their navigation flow i.e. drill down and drill up in reports rat...

4 hours ago

Microsoft Copilot (Microsoft 365): Agent Mode in PowerPoint

Agent Mode in PowerPoint lets you transform, polish, and edit presentations through natural conversation in chat—preserving your deck’s format...

4 hours ago

Microsoft Teams: Organization evaluation score for apps and agents

Microsoft Teams will introduce a centralized evaluation experience by February 2026, allowing admins to set trust requirements once. The syste...

4 hours ago

Microsoft Teams: Meeting notes now available for instant meetings

Microsoft Teams now supports Loop-powered meeting notes for instant meetings, enabling collaborative agendas, notes, and task creation synced ...

4 hours ago

Powerful Image Analysis using Microsoft 365 Copilot

Powerful Image Analysis using Microsoft 365 Copilot. Try it with your own images uploaded and interpreted and analysed. Related videos Check o...

19 hours ago

🔔 M365 Office Hours - February 2026

2 days ago

Microsoft Copilot (Microsoft 365): People Skills – Expanded AI inferencing for E3/E5 users

People Skills is expanding AI powered skill inferencing to include Microsoft 365 E3 and E5 licensed users. Previously, AI powered skill infere...

2 days ago

Microsoft 365: Drawn electronic signatures with eSignature for Microsoft 365

Signers will be able to add their electronic signature to PDFs using a stylus, touch, or mouse, in addition to the existing typed signature op...

2 days ago

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

Related posts