Field Service on the Go: Experience the Power of Copilot in Mobile App
4 minute read
In today’s fast-moving world, field service teams need more than just tools—they need intelligent solutions that work wherever they are. At Hitachi Solutions, we are proud to introduce the next leap in service excellence: the Microsoft Dynamics 365 Field Service mobile application, now supercharged with Microsoft Copilot AI.
Prerequisites: What You Need to Get Started
Before you experience the full power of Copilot in the Field Service mobile app, please ensure the following prerequisites are met:
- Active Dynamics 365 Field Service subscription
- Latest version of the Dynamics 365 Field Service mobile application
- Copilot Feature Enabled in your Dynamics 365 environment
May require admin access to activate AI features, enabled below features in “Field Service Mobile”.
- User Permissions:
Field technicians and users should have the necessary permissions to access work orders, update records, and use Copilot features. - Device Compatibility:
The mobile app should be installed on supported devices (iOS or Android) with reliable internet connectivity.
Once these prerequisites are in place, your team is ready to unlock the benefits of AI-powered field service.
Why Field Service Needs a Smarter Mobile Experience
Field technicians are the face of your business—solving problems, delighting customers, and keeping operations run smoothly. But outdated mobile apps often leave them juggling paperwork, searching for information, and spending precious time on manual updates. What if your mobile app could think ahead, automate routine tasks, and guide your team every step of the way?
Meet Copilot: Your AI Assistant in the Field
With Copilot integrated into the Dynamics 365 Field Service mobile app, your technicians get a true digital assistant in their pocket. Copilot understands natural language, automates repetitive work, and provides real-time insights so your team can focus on what matters most: delivering exceptional service.
How Copilot Empowers Your Field Service Teams
- Effortless Work Order Management
Simply ask Copilot to show today’s work orders, update job statuses, or log parts used—no more scrolling through endless lists or typing out long updates. Copilot understands your requests and acts instantly. - Instant Knowledge at Your Fingertips
Need to check a customer’s service history or find troubleshooting steps? Just ask. Copilot fetches the information you need, right when you need it, so you can resolve issues faster and with confidence. - Automated Reporting and Updates
After completing a job, Copilot can help you summarize the work, capture customer signatures, and send real-time updates to the back office—all with just a few taps or a simple voice command. - Smart Recommendations
Copilot analyzes data from previous jobs and suggests the best next steps, whether it’s scheduling follow-up visits, ordering replacement parts, or alerting the customer about maintenance tips.
Real-World Impact: A Day in the Life with Copilot
Imagine a technician arriving at a customer site. Instead of digging through emails or paperwork, they open the Dynamics 365 Field Service mobile app and ask: “Show me today’s urgent work orders.” Copilot instantly displays the list.
After fixing an issue, the technician says, “Update status to completed and notify the customer.” Copilot takes care of the rest—no manual entry, no delays.
Why Users Love It
- Saves time: Routine tasks are automated, so technicians spend more time helping customers.
- Reduces errors: AI-driven prompts ensure nothing is missed, from parts used to customer feedback.
- Boosts satisfaction: Faster, smarter service means happier customers and a more motivated team.
Getting Started is Easy
If you’re already using Dynamics 365 Field Service, enabling Copilot in the mobile app is simple. Just update to the latest version, sign in, and start exploring the new AI-powered features. No complex setup, just smarter service right out of the box.
Ready to See It in Action?
Watch our demo video to experience how Copilot transforms every step of the field service journey. See how your team can work smarter, respond faster, and deliver service that truly stands out.
Interested in a personalized demo and learning more? Contact Hitachi Solutions today and let’s build the future of field service together.
