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