Use Field Service bookings on a HoloLens device
While providing technicians with the ability to use and initiate Remote Assist, calls from within Field Service Mobile app helps technicians receive the assistance that they need. However, it's not a hands-free experience. By providing technicians with the ability to use Remote Assist on HoloLens devices, they now have a truly hands-free and immersive experience. For example, as remote collaborators make notes and annotations, such as calling out a part switch that needs to be flipped or a part that should be adjusted, those items are being reflected in the mixed reality space that the technician is working in. This feature ensures that the technician can see what the remote collaborator is referencing and that they have access to the necessary tools while working with the collaborator.
Additionally, equipping technicians with a HoloLens headset makes viewing and interacting with Field Service even better.
While technicians are working in the application, they can use the Dynamics 365 icon to provide access to Field Service-related data. As shown in the following image, while the technician is engaged with a remote expert, they have access to today's bookings. Consequently, the technician can see what their day looks like while simultaneously accessing details that are related to that a specific booking.
As the technician drills into the booking, they will have access to additional work order details such as the status and the recommended support contact. This feature allows the technician to navigate to and initiate a call with the recommended contact, all while keeping their hands free to continue working on their task.
As a call is in progress, technicians can take snapshots and add annotations, or they might want to capture images that are related to the issue. Another advantage to using Remote Assist on a HoloLens device is the ability to attach images to the work order during the Remote Assist call so future stakeholders can see the work or problem. This information is posted back to the work order booking and can be accessed in the Field Service application by anyone who has access to the booking.
Technicians can also update booking statuses directly from within the application, such as indicating that they are working on a booking or marking it as complete after they have finished the booking.
Set up Field Service for HoloLens
To use the Field Service and HoloLens integration, you will need to be using Field Service v8.2 or later. When you launch the application, the My Bookings for Today view is used to populate the list of bookings that are displayed on the HoloLens device. This view is required and is included with Field Service deployments and should not be deleted. You might want to modify the view to reflect specific items that you want to display or to verify that it is there. You can access the view by going to Power Apps.
When you are in the environment that you want to work with, you can expand Data, locate the Bookable Resource Booking entity, and then select Views.
Note
If you do not see the Bookable Resource Booking entity, change the type from Default to All. Open the My Bookings for today view.
Work orders can be created and scheduled by using the same techniques as you normally would. Bookings only appear in the Dynamics 365 pane in Remote Assist when the booking status is set to In progress and the related bookable resource has a user record that matches the HoloLens user. Otherwise, the booking will not be displayed on the device.