Dynamics 365 Field Service Mobile App Brings Technician Field Tools to the Cloud

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As a service leader, you may find that remote work challenges service operations. This may be especially true for your field service operations.

You must approach customer interactions differently and ensure accessibility for your field service teams so they can get the job done. Cloud solutions are now vital to keep you connected. The new Microsoft Dynamics 365 Field Service mobile app, built on the Microsoft Power Platform, is a great tool to keep your teams connected, enable proactive service, and provide intelligent resource management.

Aside from the changing business environment, why is it important to learn about the Field Service Mobile app now? The legacy app, Field Service Mobile, built on the Xamarin platform, will only be supported until June 2022. Most of the services available in Field Service Mobile are already available for the Dynamics 365 app. Plus, continuous investment into the Power Platform means the app will only improve with additional features rolled out over time.

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As you move more of your operations to the cloud, now is the perfect time to engage the Field Service app for Dynamics 365.

Here are some of the high-level highlights of the Field Service Mobile App:

  • 360-degree views

The app provides a 360-degree view of customer assets, with insights to detect and solve issues before they become a problem. Bookings (displayed in daily, weekly or monthly) are viewable immediately upon log in. Work Orders provide all the information you need, including a map view of appointments.

You can populate the appropriate service tasks and time estimates, as well as capture photos and payment to help streamline appointments. You can also add a list of the appropriate products required for the repair based on the latest asset data synced from Dynamics 365 Finance and Supply Chain Management.

  • Geolocation and geofencing

Geolocation and geofencing is especially important for the effectiveness of the app. By enabling geolocation and geofencing settings, you can locate nearby resources during service booking as well as pre-set service areas by technician. Geolocation capabilities also allow you to pull up directions to the service site.

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  • Intelligent scheduling and dispatching

Scheduling can be fully automated, semi-automated or manual using an easy-to-use drag-and-drop schedule board and interactive map. AI-enabled scheduling recommendations can help you identify that best technician for the job in a fraction of the time. With geolocation and enabled, you can view the traffic along a technician’s route, as well as get predictive data on travel time and work duration.

  • Inspection automation

It is easy to automate inspections, which are based on the incident type and attached to the appropriate work order. You can customize your inspection forms (including the layout), by drafting questions that utilize drop-down fields, fill-in note boxes and more.

  • Help resources

From the app you can access in-context resources such as immersive step-by-step guides and mixed reality tools. You can also collaborate in real time with colleagues to resolve issues where a little extra help is needed.

  • Rich insights and reporting

Rich insights and reporting in the app, including data right on the dashboard, can be leveraged to reveal opportunities, as well as increase first-time fix rates.

  • Accessibility on your favorite devices

The Dynamics 365 Field Service mobile app is supported on iOS, Android, and Windows Mobile smartphones, tablets, and browsers.

  • Online and offline access

You can interact with data about whether or not you have an internet connection. All service cases, customer information, and remediation steps can be reviewed and updated in real-time in a mobile-optimized experience.

  • Bar code scanning

With bar code scanning you can create QR and 2-D barcodes to print and adhere to assets. While on the job, you can simply use the scanner on your phone to scan the code to pull up information about that asset.

  • Tap-to-call, call recordkeeping, and voice dictation

Tap-to-call is available within the record, so you do not have to log into another system to hunt down a phone number. The app also has phone call recordkeeping capabilities and voice dictation. Press the microphone button, record a note, and that note can be listened to from the record anytime.

Read the full article HERE.

Other Resources:

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JourneyTEAM was recently awarded Microsoft US Partner of the Year for Dynamics 365 Customer Engagement (Media & Communications) and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Let JourneyTEAM show you the benefits of taking your field service operations to the cloud. We can provide demos and full custom introductions.

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Dave Bollard Marketing Chief JourneyTEAM Article by: Dave Bollard – Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com