Prompting in Dynamics 365 Field Service leverages Copilot for AI-driven assistance, allowing users to ask natural language questions about work orders, inventory, or scheduling, and receive structured answers to guide users, collect data, and trigger flows.
This requires specific setup in Copilot Studio to connect to Dataverse data and define output formats like JSON for integration. Key prompts focus on inventory checks, work order details bookings, products, schedules, and summarizing information.
Few example Prompts:
-> Who is booked for work order W0123456?
-> What are the products used on work order W0123456?
-> Summarize the issue description and required skills for W0123456?
-> How many Work Orders are in progress?
-> What is the Work Order type for the Work Order W0123456?
-> What is the priority level of this work order W0123456?
-> Show me available technicians in the Auckland area for tomorrow morning?
-> Show me the bookable resource available Today
-> Which bookable resource is booked for work order W0123456
Accessing & using basic prompts:
Step-1: Access and open Copilot side pane in the Field Service web app
Step-2: Use predefined prompts by navigating to the View Prompts and then select Ask and then choose relevant question.
Prompt Benefits :
Prompts streamline data entry and information retrieval, helping dispatchers and technicians focus on tasks that can improve productivity.