Microsoft’s Dynamics 365 Field Service mobile app empowers field technicians to manage tasks, log inspections, and ensure compliance directly from their mobile devices or browsers. A core feature of this platform is the Inspection Template, which helps technicians record system status quickly and accurately on-site.
Traditionally, building inspection templates were a manual, time-consuming process. However, with the new “Create with Copilot” feature (currently in preview), Microsoft has introduced a smart way to automatically generate inspection templates from PDFs or images, saving time and ensuring accuracy.
Why Use Copilot to Create Inspection Templates in Dynamics 365 Field Service?
- Save hours of manual configuration
- Improve accuracy and consistency
- Simple and intuitive user interface
- Enhance productivity for field technicians
[Step-by-Step] How to Enable Copilot in Dynamics 365 Field Service
Copilot must be enabled in Field Service settings before you can start building inspections with it. Since it’s still in preview, it’s turned off by default. Please find below the steps to enable the following:
- Open Dynamics 365’s Field Service application.
- Select Field Service Settings under Settings.
- Select the Features tab.
- Turn on the “Create Inspection Template (Preview)” toggle in the Field Service section of the Copilot.
- Save the form.
Once we enable this option, we will see the “Create with Copilot” button available on the Main grid of Inspection Template entity.
Now, with few clicks we can create an Inspection Template using Copilot...Read More>>>
