Manage Field Service work orders with Microsoft 365 overview

Dynamics 365 Field Service integrations with Microsoft Outlook, Teams, and Viva Connections let frontline workers and managers create, view, and manage work orders in Outlook and Teams. A frontline manager is typically a service manager and dispatcher. A frontline worker is a technician, the one performing the repair or maintenance.

An Outlook add-in allows frontline managers to view and create work orders in Outlook, so they can quickly respond to service requests and questions. The Outlook add-in also provides copilot capabilities to assist with work order creation and scheduling in Outlook.

A Teams home page or a Viva Connections dashboard in Teams provides frontline workers with an at-a-glance view of their workday and frontline managers with the ability to view, create, and schedule work orders. Users can also initiate a Dynamics 365 Remote Assist call from here.

A Dynamics 365 Field Service Plugin for Microsoft Copilot provides a chat in Teams where frontline managers and workers can ask questions about their work orders.

As an organization, you can use the capabilities in Microsoft Outlook, Microsoft Teams, Microsoft Teams and Viva Connections, or a combination. For more information, see:

• Work with Field Service in Outlook (frontline managers)
• Work with Field Service in Teams (frontline managers)
• Work with Field Service in Teams (frontline workers)

Administrators enable these features for end users in their organization. See Set up Microsoft 365 integrations for Field Service and Set up the Dynamics 365 Field Service Plugin for Microsoft Copilot. Frontline managers and workers can set up the Outlook add-in or Teams home page on their own.

Administrators can customize the views and labels of the experience for their organization.

Administrators and users can access and share content outside of Microsoft 365 after they give consent to link their Microsoft work or school account with their Dynamics 365 account.

Supported geographies, regions, and languages

Microsoft 365 integrations for Field Service are available in environments that are located in the following geographies and regions, and languages. If you don't know where your environment is geographically located, ask your administrator to check in the Power Platform Admin Center.

Supported geographies and regions

Supported languages

Next steps

• Set up Microsoft 365 integrations for Field Service (admins)
• Field Service Outlook add-in with Copilot for the frontline manager
• Field Service Teams overview for the frontline manager
• Field Service Teams overview for the frontline worker