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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 […]

One of the recent improvements I have really liked in Dynamics 365 Field Service is the AI-generated Work Order Summary (Copilot).   With a simple Generate / Regenerate button on the Work Order form, users can now get a clear, contextual snapshot of the entire work order and its related data without navigating across multiple […]

Building on my earlier post, Dynamics 365 Field Service Mobile – Real World Performance Insights, which focused more on the hardware side, I wanted to share a few app-level optimisations that have genuinely helped improve Field Service Mobile performance in my recent deployments.   These are practical tweaks together, they do make a noticeable difference: […]

What can CoPilot do:   I am excited to see how Copilot is transforming the way we work in Dynamics 365 Field Service. It’s basically a next-generation AI assistant that helps both office teams and field technicians work smarter and faster.   With Copilot, you can quickly summarize work orders, sites, invoices and even catch […]

In field service, delivering fast, first-time issue resolution is essential for efficiency, customer satisfaction, and long-term loyalty. Today’s top service organizations are achieving this by embracing AI-powered tools like workflow automation to intelligent scheduling and mobile solutions.   The impact is real:   –> Technicians gain time back from repetitive tasks, –> Job satisfaction rises, […]

After working on Dynamics 365 Field Service Mobile configuration for the past 1.5 years, I’ve been privileged to build a range of customizations and optimizations that help our field technicians stay productive. But like any mobile-first platform, performance can vary—especially due to network coverage, device limitations, product constraints, and a few quirks along the way. […]

Dynamics 365 Field Service implementations fail like any other CRM and ERP projects due to a combination of factors that most of us already know and are not limited to the:   ->Poor planning, ->Lack of clear objectives, ->Inadequate user training and adoption, ->Over-customization, ->Data migration and integration, ->Lack of Leadership support, ->Lack of post-implementation […]

Dynamics 365 Field Service Optimized Scheduling & Resource Management   Ensuring the right technician is assigned to the right job at the right time is one of the most challenges in the today’s Field Service operations. Dynamics 365 Field Service solves this by using the AI using scheduling to match technicians with jobs based on […]

  In fast-paced industries like manufacturing, construction, and utilities, it is quite common that we hear about the unplanned production freeze that occurs mostly due to equipment failures, which eventually turns out to be an expensive affair. The longer these operational disruptions last due to equipment failures, the greater the negative impact on productivity, time-to-market, […]

                                                                    Dynamics 365 Field Service – New Features Feature Applicable to Available from Key Improvements Details Integrate Bookings with Outlook & Teams […]

Issue Description:  Importing the Model Driven App “Field Service” from DEV to UAT. Recently the importing is getting failed with an error message: “Import of app module(s) failed: Entity ‘appsetting’ With Id = xxxxxxxxxxxxxxxxxxxxxx Does Not Exist”.   Analysis by Microsoft:  Microsoft have confirmed that when importing some entities such as Marketing List, SystemUser, Team, […]

Issue Description:   Exporting the Model Driven App “Field Service Mobile” from DEV to UAT. Recently the importing is getting failed with an error message: “Import of app module(s) failed: Entity ‘appsetting’ With Id = xxxxxxxxxxxxxxxxxxxxxx Does Not Exist”. Initial Analysis by Microsoft:   Microsoft have confirmed that the attribute and relationship layering is consistent […]

In the 2024 Dynamics 365 Field Service release wave 2, Microsoft brings the next generation of Copilot-first, modern, task-oriented experiences across all Field Service personas and app areas. Frontline workers can leverage Copilot to retrieve information from company information including documents and initiate remote assistance calls using mixed reality right from within Teams. Managers can […]

Integrating Microsoft Dynamics 365 OnPremise with SharePoint Online    

The emerging of the Microsoft Surface Duo Phone   Microsoft is finally back in the smart phone game with the Surface Duo after it has abandoned its mobile sales more than four years ago. It is the Microsoft’s newest Surface device. This is a phone but also a new kind of dual-screen, hinged productivity device, […]

This post talks about the new Dynamics 365 Customer Service features planned to release for Oct-2020:   Agent suggestions for similar cases AI-driven case suggestions based on case context and historical success rate. Secondary actions that agents can take, such as collaborate with an expert, after similar case has been found. Continuous improvement of the […]

This post talks about the new Dynamics 365 Field Service features planned to release for April-2020   Field Service Insights   Incident type AI-based suggestions: Incident type suggestion analyzes an organization’s completed work orders to make improvements in accuracy of incident types. The feature provides suggestions based on historical data to  improve incident types, suggesting […]

Applies to: Dynamics 365 version 9.0 and higher, Field Service solution version 7.x or 8.x We are excited to announce the General Availability of Resource Scheduling Optimization v3.0 update release (3.0.19263.1). This release includes a number of new features including: Resource role matching New resource preference: Must Choose From As soon as possible (ASAP) objective […]

 Power Platform – 2019 October Release   As we know that the Microsoft Power Platform enables us to analyze, act and automate the data to digitally transform their businesses with the underlying data platform (Common Data Service).   The 2019 R2 provides the major improvements across the Power Apps: Themes To enable app makers to […]