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Set up the Dynamics 365 Field Service Plugin for Microsoft Copilot

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As an admin, set up Microsoft Copilot for Field Service work orders for your users.

Obtain licenses and set up the plugin

  1. Get Copilot for Microsoft 365 licenses and enable the Copilot plugin.

  2. Deploy the plugin.

Enable the Microsoft Copilot for Field Service work orders

Once an admin sets up the Field Service Plugin for Microsoft Copilot, any user can quickly enable the plugin in Teams.

  1. At the bottom of your Teams window, select the Plugin icon.

  2. Select Dynamics 365 Field Service.

The Microsoft Copilot for Field Service work orders is available to chat.

Next steps