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Tag: #365blogpostsin365days

{Do you know} Make changes in draft mode for solution cloud flows

uk365guy

Hello Everyone,

Today I am going to share my thoughts on new feature related Cloud Flows, can’t make changes in draft mode for solution cloud flows.

Let’s get’s started.

Until now maker’s unable to save the cloud flows with erros, and can’t save a draft version of a flow.

With the new feature, makers can make changes to the solution cloud flows in draft mode, including when there are errors and publish when changes are complete.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Author custom copilot behaviors with AI plugins

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Authoring custom pilot behaviors with AI Plugins.

Let’s get’s started.

Authoring custom behaviors for Copilot using AI plugins in Dynamics 365 and Power Platform involves a nuanced process of integration and development.

Firstly, you’ll need to understand the intricacies of both Dynamics 365, which offers a suite of business applications, and Power Platform’s tools for data analysis, app development, and automation.

The goal is to identify specific areas where AI can enhance these platforms, such as automating complex workflows, providing predictive insights, or improving customer interactions.

Then, you’ll design an AI plugin that seamlessly fits into this ecosystem, adhering to Microsoft’s guidelines for security and performance.

This step typically involves leveraging Azure’s AI services like Machine Learning or Cognitive Services.

After developing and rigorously testing your plugin to ensure it complements the existing functionalities of Dynamics 365 and Power Platform, you deploy it, carefully monitoring its performance and impact.

Compliance with data protection laws, thorough documentation, user training, and ongoing support and maintenance are crucial to the successful integration and operation of these custom AI plugins.

This approach not only enhances the capabilities of Dynamics 365 and Power Platform but also tailors them to specific business needs, unlocking new potential for efficiency and innovation.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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Question Copilot about work order information using natural language

uk365guy

Hello Everyone,

Today I am going to share my thoughts on How to Ask Copilot about Work Order Information using natural language.

Let’s get’s started.

The below image illustrates a field service technician using natural language to inquire about work order details through Copilot in the Dynamics 365 Field Service App. It captures the essence of modern field service technology, where voice commands simplify the process of accessing and managing work order information.

To ask Copilot about work order information using natrual language in Dynamics 365 Field Service, you would typically use simple, conversational queries. Here are some examples of how you might phrase your questions.

1. For General Work Order Status:

“Hey Copilot, what’s the status of work order 12345?”

“Can you show me the latest updates on the work order for ABC Company?”

2. For Specific Details:

“Copilot, what parts are needed for the job on Elm Street?”

“Tell me the estimated time of completion for the task assigned to Technician John.”

3. For Customer Information:

“I need the contact details for the client on work order 67890.”

“What’s the service history for the customer at 123 Main Street?”

4.For Scheduling and Assigments:

“Which work orders are scheduled for today?”

” Who is assigned to the emergency repair job this afternoon?”

5. For Reporting Issues or Updates:

“There’s a delay on work order 11223 due to part unavailability. Can you update it?”

“Mark the work order 55677 as complete and log 3 hours of labor.”

Using Natural Language queries like these allows field service technicians to interact with the system in a more intutive and efficient way, enhancing productivity and reducing the time spent navigating through menus and forms. Copilot’s AI Capabilities are designed to understand and process these kinds of requests, making the management of work orders more streamlined and user friendly.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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What is the significance of the work orders with Copilot in new mobile experience

uk365guy

Hello Everyone,

Today I am going share my thoughts on work orders with Copilot in new mobile experience.

Let’s get’s started.

Here’s an image that visualizes the concept of summarizing work orders using Copilot in the new mobile experience for Dynamics 365 Field Service. It showcases a smartphone displaying the app’s inetrface, highlighting the integration of AI assistance for effiecient and modern field service management.

In the new mobile experience, Dynamics 365 Field Service users can now efficiently manage and update work orders using Copilot, an AI-powered assistant. This integration enhances the mobile app’s functionality, allowing field technicians to swiftly update work orders through user-friendly interfaces and intelligent suggestions.

Copilot’s features like voice commands and AI-driven accurately and access vital information on-the-go.

This modern approach to field service management not only boots productivity but also improves the accuracy and speed of service delivery, directly contributing to enhanced customer satisfaction.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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[How to] Update Dynamics 365 Field Service work orders with Copilot in new mobile experience

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to update dynamics 365 field service work orders with Copilot in new mobile experience.

Let’s get’s started.

Here’s an image illustration of a field service technician using a smartphone to update work orders in the Dynamics 365 Field Service mobile app with Copilot assistance. The scenario reflects a real world service environment.

1. Set Up Dynamics 365 Field Service on Mobile Devices

Install the Dynamics 365 Mobile App: Ensure that the Dynamics 365 Field Service mobile app is installed on the devices used by your field service team.

Configure Mobile App for Field Service: Customize the mobile app to display relevant information for field technicians including work orders schedules and customer details.

2. Integrate Copilot for Enhanced Assistance

Enable Copilot in Dynamics 365: Make sure that Copilot is integrated and activated within your Dynamics 365 Field Service environment. This might involve configuring settingssin the admin panel.

Train Users on Copilot Features: Educate your field service team on how to use Copilot for updating work orders, such as using voice commands or AI-powered suggestions for completing fields.

3. Update Work Orders Using Copilot

Access work orders on mobile: Field technicians can open the Dynamics 365 Field Service app and navigate to their assigned work orders.

Use Copilot for Quick Updates: Utilize Copilot AI capabilities for quick updates. For instance technicians can dictate notes or updates to Copilot which then accurately inputs the information into the work order fields.

Capture Images or Videos: If the new mobile experience supports multimedia, technicians can use Copilot to attach images or videos to work orders, enhancing the detail and accuracy of the reports.

4. Leverage Advanced Copilot Features

AI- Powered Diagnostics and Suggestions: Use Copilot analyze issues based on the work order details and suggest possible solutions, parts needed or reference materials.

Real- Time Collaboration: Utillize Copilot for real-time collaboration with other technicians or support staff, potentially integrating with Teams for seamless communications.

5. Sync and Review

Automatic Synchronization: Ensure that all updates made via the mobile app are automatically synced with the central Dynamics 365 system.

Review and Approve: Supervisors or managers can review and approve the work orders updated through the mobile app, ensuring quality and accuracy.

6. Continuous Improvement

Gather Feedback: Reguraly collect feedback from field technicians on the mobile experience and Copilot’s effectiveness.

Update and Optimize: Continuously update the system and Copilot features based on user feedback and evolving business needs.

By following these steps, field service organizations can efficiently update work orders using Copilot in the new mobile experience, enhancing the productivity and effectiveness of their field technicians.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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