Summary

Completed

Organizations can more effectively deliver on their customer work orders by using Dynamics 365 Remote Assist with Dynamics 365 Field Service. The combination helps technicians in the field engage directly with remote experts in the context of the item that they are currently working on. As items are added or as Remote Assist calls are completed, details such as images, recordings, and call details can be written back to a Field Service work order to ensure that dispatchers and other personnel have all the necessary information available to them.

This module examined the process for integrating Field Service with Remote Assist, including:

  • Examining how the integration works and what components are used.

  • Reviewing the process for setting up technicians to have access to both the Field Service Mobile application and Remote Assist.

  • Explaining what information is available on the work order and how that information is used by Remote Assist when the application is launched.

  • Describing how to make Remote Assist calls from the Field Service Mobile application.

  • Examining how the experience is enhanced when technicians are using Remote Assist on HoloLens devices.

Your next step in this learning path would be to gain a better understanding of how an organization can deploy Remote Assist and the process for configuring it for use with various technologies.