Inspection builder preview: digital transformation made easy with

In today’s fast-paced digital era, many organizations are still relying on paper to capture inspection results. This method not only creates a lack of digital footprint but also demands significant effort to digitize the data. As organizations strive to transition to a digital world, the need for efficient data management becomes paramount. We are excited to introduce a preview for the inspection builder feature in Dynamics 365 Field Service.

The inspection builder addresses these challenges head-on, enabling organizations to seamlessly move from paper-based processes to a digital experience. It uses the power of Copilot to streamline inspection template creation, saving you time and effort in your journey to digitalize inspection workflows.

Meet the inspection builder

We’ve designed the inspection builder preview to take the hassle out of the process to digitize inspections. Whether you have images or PDF documents of the existing inspection forms – you don’t need to manually recreate each question in the Field Service inspection designer anymore. Simply upload the forms and let Copilot in Field Service do the heavy lifting. In no time, you will get the first draft that you can quickly tweak and publish for your technicians in the field.

It’s fast and context aware.

Inspection builder accounts for the context and uses the question types most appropriate for the content. For example, in the conversion example below, it added a date picker for date question from the form. It also recognizes other questions formats. For example, it created radio box options for each of the yes and no questions. With mobile data entry in mind, it also broke the table down into individual questions for easier data entry.

Inspection builder generates templates using the default “comfort” layout. However, you can change the layout to “compact” to better suit mobile devices.

Use the inspection builder

An administrator can enable this feature in Field Service Settings. Turn the Create inspection templates option on.

Explore the Create with Copilot option in the command bar on Inspection Templates in the Field Service app.

If it’s not immediately visible, check the overflow menu.

Upload the file and let Copilot give you a first draft of the template in the inspection designer.

Get ready for the future of inspections

We are excited to have you try this feature and look forward to your feedback. For more information, have a look at the inspection builder documentation. This is just the first of the updates we are expecting for inspections in Field Service in 2025. Stay tuned for more news and let us know how we can make this tool even better for your needs.

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