Partner Alert: Announcing new features in Dynamics 365 Field Service and Supply Chain Management

Summary

On April 17, 2024, Microsoft announced new features for Dynamics 365 Supply Chain Management and Dynamics 365 Field Service prior to Hannover Messe.

 

Microsoft is introducing traceability for Dynamics 365 Supply Chain Management, coming to preview in the near future. We are also introducing new capabilities for Copilot in Dynamics 365 Field Service that help service managers and technicians efficiently find information, resolve issues, all while keeping customers updated at every step of the process.

 

Event Information

If you are attending Hannover Messe on April 22-26, learn more about topics, news, and events on the HMI event site. If you have customers attending, invite them to stop by the Microsoft booth to learn more about the below new features. 

 

Product Announcements

Dynamics 365 Supply Chain Management updates

Microsoft is introducing traceability for Dynamics 365 Supply Chain Management, coming to preview in the near future. This feature enhances product genealogy visibility across the supply chain, enabling businesses to track events and attributes with ease. Traceability is designed to support regulatory compliance, improve product quality, and increase process efficiency. It’s an ideal solution for traditionally regulated industries, industries facing new regulations, or those voluntarily seeking deeper supply chain insights. With traceability, companies can leverage Dynamics 365’s robust ERP capabilities to streamline traceability, ensuring brand security and customer satisfaction. Traceability helps companies stay ahead of the curve and provides a gateway to a more transparent and reliable supply chain.

 

Readiness & Enablement Resources  

• Access the click through demo highlighting the key features in traceability

Call to Action

• Track traceability in the release planner

 

Dynamics 365 Field Service updates

Microsoft is introducing new capabilities for Copilot in Dynamics 365 Field Service that streamline work order management, improve collaboration and increase productivity for frontline workers and managers.

 

With new capabilities generally available starting today, field service managers can interact with Copilot to find pertinent information about work orders using natural language in their flow of work in the Dynamics 365 Field Service web application. Copilot can assist in retrieving work order details, summarizing, and presenting them in an easily digestible format. Copilot can also search other Dataverse records including accounts, contacts, opportunities, and more.

 

In public preview starting today, organizations can configure the data Copilot uses to generate work order summaries in Dynamics 365 Field Service to meet their specific business needs. Service managers, dispatchers and technicians can quickly get an overview and understanding of the key points of upcoming tasks to be completed leading to more useful and actionable summaries. In addition, users can easily launch a Remote Assist call natively within Microsoft Teams Mobile. Field Service technicians can now get remote assistance via video call with 3D spatial anchors and annotations, right within Teams mobile in public preview today on iOS.

 

Generally available today, technicians can receive a preview of work orders in Microsoft Teams. Showing a link preview, also known as an unfurled link, eliminates the need to switch context between the chat conversation and the Field Service application.

 

In the Dynamics 365 Field Service Outlook add-in, field service managers can ask Copilot for help creating work orders based on customer emails and scheduling them starting today. They can also ask Copilot to draft email updates to customers, recapping details of scheduled work orders or suggesting next steps for unscheduled work orders.

 

With Copilot for Microsoft 365, Dynamics 365 Field Service managers and technicians have been able to use natural language chat in the flow of work in Microsoft Teams to find key information about their work orders and other Dataverse records. Starting today, technicians can also leverage this experience to ask Copilot to search through lengthy product manuals and find relevant answers to resolve product issues faster.

 

Readiness & Enablement Resources  

• Access the Modernize Service and Connected Field Service pitch deck
• Access the Dynamics 365 Field Service guided and unguided click through demos highlighting the new Copilot and Microsoft 365 integration capabilities

 

Call to Action

• Read the announcement blog post
• Register for the May 2 Supply Chain Premium partner webinar

 

Stay Connected with Business Applications Partner Resources

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• Join and engage in the Business Applications Microsoft Partner Community