Dynamics 365 Field Service – Explore Dataverse data with Microsoft 365 Copilot
We are announcing the ability for service managers, dispatchers, and back-office teams to query work orders, bookings, service history, and assets in natural language with Microsoft 365 Copilot and custom agents in Dynamics 365 Field Service. This feature will reach general availability on May 29, 2026. How does this affect me? With Microsoft 365 Copilot in your Field Service model-driven web apps, you will be able to interact with your Dataverse data using conversational AI, asking questions such as “Are there unscheduled high priority work orders?” or “Show assets with repeated failures this quarter” with responses grounded in organizational data. The Microsoft 365 chat in the Copilot pane will guide you to relevant records and views. Additionally, your organization can extend this back-office experience by bringing your own custom Microsoft 365 agents, including agents built with Copilot studio, to surface within the same pane to be tailored to your operational needs. Please note that this feature is web‑only and intended for back‑office users working in Field Service model‑driven apps. It is enabled by an administrator through existing Power Apps configuration and follows standard Microsoft 365 Copilot governance. No Field Service–specific customization is required; administrators and makers can use published Power Apps documentation to enable and customize the experience. What action do I need to take? This message is for awareness, and no action is required. If you would like more information on this feature, please visit Use Microsoft 365 Copilot in Field Service (preview). Message ID: MC1295072
The post Dynamics 365 Field Service – Explore Dataverse data with Microsoft 365 Copilot appeared first on M365 Admin.
Published on:
Learn moreWe can help you with Dynamics 365 Field Service – Explore Dataverse data with Microsoft 365 Copilot
If you want help implementing, troubleshooting, or improving this product, contact us and we’ll point you in the right direction.
Related posts
Microsoft PowerPoint for Mac: Improved slide contextual menu consistency
Microsoft PowerPoint for Mac will update slide contextual menus for consistency, removing the Zoom command and Cut/Copy from the slide menu bu...
Microsoft API Hub: Zendesk OAuth tokens will require expiration and automatic refresh
Microsoft API Hub will update Zendesk OAuth tokens to expire after 48 hours with refresh tokens expiring after 90 days, supporting automatic r...
Take action to prevent RD Web Access rendering failures
The Remote Desktop Web Access (RD Web Access) experience included with Windows Server relies on Extensible Stylesheet Language Transformations...
Dynamics 365 Contact Center – Improved feature discoverability within Contact Center Admin Center
We are announcing improvements for discovering the latest features and news about capabilities in Dynamics 365 Contact Center. This feature wi...
Microsoft PowerPoint for Windows: Improved slide contextual menu consistency
Microsoft PowerPoint for Windows will update the slide contextual menu for better consistency and organization, removing the low-usage Photo A...
Microsoft Outlook: New event duplication capability
Microsoft Outlook is adding a “Duplicate event” feature allowing users to quickly create new events from existing ones without re-...
Microsoft 365 Copilot in PowerPoint: ‘Clarify my thinking’ skill for desktop
Microsoft 365 Copilot in PowerPoint on desktop introduces the “Clarify my thinking” skill, helping users refine ideas and improve ...
Microsoft 365 Copilot in PowerPoint: ‘Clarify my thinking’ skill for Mac
Microsoft 365 Copilot in PowerPoint on Mac introduces the “Clarify my thinking” skill to help users refine ideas and improve prese...
Microsoft 365 Copilot in PowerPoint: ‘Clarify my thinking’ skill for web
Microsoft 365 Copilot in PowerPoint on web introduces the “Clarify my thinking” skill, helping users refine ideas and improve pres...
Microsoft PowerPoint for Windows: Smarter Keep Source Formatting slide pasting experience
PowerPoint for Windows now imports only necessary slide masters and layouts when pasting slides with Keep Source Formatting, reducing file siz...