3D models for Field Service

Dynamics 365 for Field Service allows organizations to upload 3D models for field technicians to reference in the field. Typically a 3d model relates to a specific product or customer asset and helps field technicians with equipment repair and other tasks. As opposed to recording videos or writing long manuals, field service organizations can leverage pre-existing 3D models to generate what are effectively 3D knowledge articles.

You can configure 3D models by using an N:N relationship between the 3D model and customer asset entities, which enables 3D models to be associated with customer assets.

In this topic, we'll walk through how to associate a 3D model record with a customer asset and then view the 3D model on Field Service Mobile.

Prerequisites

  • Dynamics 365 for Customer Engagement v9.0+
  • Field Service v8.0+
  • Ensure the 3D Viewer solution is installed in Settings > Customizations
  • Increased storage for large 3D file sizes. You can do this by increasing attachment file size limit in Dynamics 365 administration, or by using Azure Blob storage.

To increase attachment file size in D365 administration:

  1. Go to Settings > Administration > System Settings
  2. Select the Email tab
  3. In the Set file size limit for attachments section, set the Maximum file size (in Kilobytes) to 131,072 KB. Then select Ok.

Screenshot of increasing attachment file size in D365 administration

To configure Azure Blob storage, use the Microsoft Labs Attachment Management solution.

Finally, make sure that 3D file types are not blocked for attachments in the Dynamics 365 settings:

  1. Go to the General tab
  2. Scroll down to the Set blocked file extensions for attachments section
  3. Make sure GLB, GLTF, and OBJ are not listed

Screenshot showing that 3D file types are not blocked for attachments

Note

The supported file 3D viewer types are GLB, GLTF, and OBJ.

Open a 3D file

If you already have a 3D file, you can use Paint 3D to open it and save it as a GLB file.

  1. Open Paint 3D on your Windows 10 device.
  2. Select the 3D Library tab at the top.
  3. Select a model from the library and open it on the canvas. Edit or make changes if necessary.

Screenshot of Paint 3D on a Windows 10 device

  1. When done, select the Menu tab, go to the Save as copy section, and select 3D Model.

Screenshot of save as copy

  1. Enter a File Name. For Save as type, select 3D-GLB(.glb). Then Save.

Screenshot of save as type, selecting 3D-GLB(.glb)

Associate customer assets with 3D models

Once you have your GLB, GLTF, or OBJ file, and you have configured your organization per the steps in this topic, you are ready to associate your 3D model with a customer asset.

  1. Open up the desired customer asset record and select the Related tab.
  2. Select 3D Models from the drop down.
  3. Select Add Existing 3D Model.

Screenshot of associate your 3D model with a customer asset

  1. A quick create form for 3D model will open. Select +New.
  2. Enter a Name for the 3D model.
  3. Select the Storage Type drop-down, and choose Note Attachment. Then Save the form.

Screenshot of Note Attachment

  1. After saving the record, the Timeline section will appear. Select the paperclip icon to add a note with an attachment.
  2. When the file prompt appears, select your 3D file and then Open.
  3. After selecting a file, you should see the file attached with a paperclip icon next to it. Give the note a Title and then select Add note.

Screenshot of Add note

  1. After saving the note, it will appear on the timeline with the attached 3D file.
  2. To view the 3D file, scroll past the timeline section on the form. You can interact with the 3D viewer by scrolling, left-clicking, right-clicking and dragging.

Screenshot of appear on the timeline with the attached 3D file

  1. After saving and closing the form for the 3D model, you can then select it from the lookup on the 3D model quick create form.
  2. After selecting the 3D model record, select Add to associate that 3D model with the customer asset.
  3. The 3D model can then be accessed through the 3D model associated view on the customer asset record.

Screenshot of 3D model associated view

View 3D model on Field Service Mobile

Now that the 3D model is associated to a customer asset and viewable from the web, let's enable it to be viewable on the Field Service Mobile app for field technicians to reference during onsite work orders.

  1. Go to the Field Service Mobile configuration tool (Woodford).
  2. Open the mobile project that holds your customizations.
  3. Select the entity Three-Dimensional Model (do not select the paint brush icon).
  4. Select Enable - see the following screenshot for reference.

Screenshot of three dimensional model entity

  1. Check the File Type, File URL, and Storage Type boxes to enable those fields for mobile.
  2. Select Save.

Screenshot of three dimensional model fields

  1. Select the paint brush icon next to Three-Dimensional Model.
  2. Select New Form.

Screenshot of adding a new mobile form for three dimensional models

  1. Give the form a name and select Ok.
  2. Select the blank, white part of the form and the available fields should show on the right panel.
  3. Drag and drop the Storage Type, File URL, and File Type fields to the form.
  4. Add a notes list to the form by going to Add List > Notes List.

Screenshot of adding fields to entity form

  1. Select Add Iframe in the top menu.

Screenshot of adding iframe

  1. Name the Iframe. The name will appear at the top of the 3D Model. Then select Browse.
  2. Select viewer.html and then Ok.

Screenshot of selecting HTML for iframe to enbale three dimensional models

  1. Leave the defaults as shown in the following screenshot and select Ok.

Screenshot of iframe settings

  1. Save and Close the form

At this point the three-dimensional model is set up for mobile. Next, we'll need to make it viewable from the mobile customer asset form.

  1. Go to the customer asset entity and then the related form.

Screenshot of the mobile views, forms, and charts list.

  1. Select Add List at the top, then choose Unrelated Entity List.

Screenshot of the Unrelated Entity List option selected in the Add List menu

  1. Find the Three-Dimensional Model entity and select OK. This will ensure three-dimensional model records are accessible from the customer asset mobile form.

Screenshot of the 3D customer asset mobile form

  1. Save & Close the from, then Publish the mobile project.

The 3D model will now be viewable on the Field Service Mobile App by going to Customer Assets > Three Dimensional Models.

Screenshot of three dimensional model visible on the field service mobile app

Additional notes

  • You can view 3D files on Field Service Mobile for Windows, iOS, and Android devices.
  • 3D models are viewable on Field Service Mobile in online and offline modes.