Use Copilot in the Dynamics 365 Field Service web application

Copilot is a next-generation AI assistant that helps you be more productive and efficient in your daily work the Dynamics 365 Field Service web app. Copilot can summarize information about your work order and service accounts, help you catch up on recent changes to your records, prepare for onsite visits, and answer questions about related information. It has a chat interface that dispatchers and technicians can use to interact with Copilot in natural language. Copilot comes with the Dynamics 365 Field Service web app, no other license required.

An administrator has to enable the copilot feature for all users in the environment from the Power Platform admin center. For more information, see Enable copilot for model-driven apps feature for your environment.

To open the copilot pane, select the Copilot icon ( ) on the app header.

Select the icon again to minimize the copilot pane.

You can ask Copilot questions in natural language about the data and information stored in the system. When you start a new chat session in the copilot pane, you find a couple of example scenarios to get started quickly.

Alternatively, you can select View Prompts in the side pane to see a library of predefined prompts that get copilot to work for you quickly. For example:

• List work orders for {service account name}.
• Who is booked for work order {work order number}?
• What are the products used on work order {work order number}?

You might need to allow data movement across regions for Generative AI features as a prerequisite for running copilot in Power Apps. This step is especially important if your organization and your environment are in different regions. For more information, see Enable data movement across regions.

For regional availability, see the Copilot International Availability Report.

• Enable copilots and generative AI features
• Add copilot for app users in model-driven apps
• FAQ for Copilot in model-driven apps