Summary

Completed

While working in the field, onsite workers often encounter scenarios where they need to engage with remote subject matter experts to help them fix equipment or assist with items such as inspections or audits. Dynamics 365 Remote Assist helps onsite technicians connect with remote collaborators through their HoloLens or mobile device. When connected, both parties can use features such as video, chat, and annotations to work together on the issue.

Throughout this module, you learned how Remote Assist can be used as a collaboration space between onsite technicians and remote collaborators. Additionally, you learned about:

  • Remote Assist and the different scenarios where it can be used.

  • The different roles, such as the onsite worker and the remote collaborator, to better understand where they fit in the process.

  • Different devices that Remote Assist is available on, such as HoloLens, Android, and iOS devices, and the differences between the experiences.

  • Using Remote Assist to make calls and the available features that you can use such as video, chat, annotations, and call recording.

Your next step would be to gain a deeper understanding about how you can use Remote Assist with other applications such as Dynamics 365 Field Service, where Remote Assist can be launched directly from field service work orders and call details can be posted back to the record's timeline.