Learn how to customize Copilot in D365 Field Service (preview)
The article explains how to customize Copilot in D365 Field Service to streamline inventory visibility. By using the out-of-the-box Copilot feature, users can check inventory in Dynamics 365 Supply Chain Management based on work order products. The customization involves adding an 'Inventory Info' prompt to the agent screen, allowing users to request inventory information easily. This feature is part of the 2025 Release Wave 2 and requires early access features enabled. The process includes creating a new prompt menu item and modifying the agent flow to fetch and compare product inventory data. The article provides detailed steps and code snippets for implementing this customization.
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