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Customize work order views for Teams and Outlook

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Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Dec 5, 2023

Business value

Tailor the work order experience to the organization's needs, with customizable data schemas in Microsoft Outlook and Teams. Copilot in the Outlook add-in assists in pre-filling the work order based on the email context and the organization's customizations.

Feature details

Field Service customers typically modify the work order form by adding, renaming, removing, or rearranging form fields based on their needs. Field Service admins can now create or customize a view in the Power Apps Maker experience, and sync the view with the Dynamics 365 Field Service Outlook add-in and Teams app. The view then automatically renders the user interface in the Outlook add-in and Teams app to construct the customized work order form. Copilot follows the data schema of the view and helps populate the work order form according to the email context and customized work order table. This feature enables the organization to tune the Copilot according to their business needs.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

Customize the Microsoft 365 integrations for Field Service (docs)