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From the Microsoft Dynamics 365 CRM Blogs: Scheduling operations agent; Capture user questions; New sales features; Agent experiences

by Jason Gumpert
Editor, MSDynamicsWorld.com

In this week’s review of the Dynamics 365 CRM/CE blogs:

  • Meet the new scheduling operations agent in D365 Field Service
  • How to capture user questions asked to Copilot in D365 CRM using Power Automate
  • What's new in sales and service?
  • Improve sales with new AI Copilot agents

Meet the new scheduling operations agent in Dynamics 365 Field Service

On her blog, Dian Taylor provided information about the scheduling operations agent – the latest addition to the Microsoft Dynamics 365 Field Service application, currently in public preview. 

Taylor wrote that the scheduling operations agent is an autonomous agent designed to make the life of dispatchers easier. She wrote that it aims to help dispatchers generate and/or fine-tune a technician's schedule quickly with just a few clicks of a button.

She pointed out that the scheduling operations agent can only manage one technician's schedule at a time, and it has to be started by a user. She noted that it's a consumption-based paid service, even while it is in preview.

In her blog post, Taylor explained how the scheduling operations agent works as well as how to set it up. She also discussed the booking statuses of existing bookings, i.e., work orders that have already been scheduled. 

How to capture user questions asked to Copilot in Dynamics 365 CRM using Power Automate

On the Inogic blog, Sam Kumar wrote that as Microsoft's Copilot becomes a bigger part of the Dynamics 365 CRM system, it's important for businesses to understand how people are using it if they want to improve their digital customer experiences.

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About Jason Gumpert

As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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