Empower Your Technicians With Dynamics 365 Field Service Mobile App

Microsoft Dynamics 365 Field Service mobile app is a recent launch from Dynamics 365 to optimize onsite consumer experiences and service operations. It is a customizable and configurable mobile app that integrates with the core functionalities of Dynamics 365, allowing your service technicians to connect better with your customers and enable them with powerful data-backed tools for optimized services.

It is compatible with all major mobile platforms and is built on Resco’s technology, thus offering a good set of features you should check out. Here is a brief overview of the app that could redefine how your onsite service operations are carried out, boosting brand loyalty and customer satisfaction.

What Is The Dynamics 365 Field Service Mobile App?

The Dynamics 365 Field service mobile app can be primarily described as a productivity tool you can deploy to ease your service operations, starting from supply chain management and inventory management to onsite service deliveries.

The app allows you to configure all operations based on your custom needs. For instance, you can quickly sort through inventory by configuring product types and the different product records organized in a warehouse.

Dynamics 365 Field Service Mobile App is not the same as Field Service Mobile

In 2024, Microsoft introduced a refreshed user experience for the Dynamics 365 Field Service mobile app, enhancing its functionality and user-friendliness.

This update, built on the Microsoft Power Platform as a model-driven app, allows for extensive customization to meet specific business needs.

Key Features of the Updated Dynamics 365 Field Service Mobile App:

• Refreshed User Experience: The new interface offers mobile-friendly navigation, gestures, and controls, enabling technicians to swiftly access necessary information and manage work orders, tasks, services, and products efficiently.
• Copilot Integration: AI-powered features like Copilot assist technicians in quickly updating booking statuses and obtaining summaries of work orders, thereby saving valuable time.
• Embedded Dynamics 365 Guides: Technicians can access step-by-step instructions, including pictures and videos, directly within the app, facilitating detailed task information and guidance.
• Customizable Agenda View: The agenda view is optimized for frontline workers, supporting quick access to key actions such as updating booking statuses and getting directions. Administrators can configure this view to display fields relevant to the organization's business needs.
• Modern Configurable Lists: All top-level lists in the app are optimized for mobile use, allowing administrators to configure which fields are displayed, thereby enhancing data visibility and relevance for technicians.
• Offline Functionality: The app supports robust offline capabilities, enabling technicians to access and interact with necessary data even in remote locations without internet connectivity.
• Integration with Microsoft Intune: For organizations requiring advanced mobile application management, the app integrates with Microsoft Intune, providing features such as app configuration, security policies, and monitoring.

The previous Field Service Mobile has been phased out, with the new Dynamics 365 Field Service mobile app serving as its replacement. Organizations are encouraged to transition to the updated app to leverage its enhanced features and ensure continued support.

What Are The Capabilities Of Dynamics 365 Field Service Mobile App?

The capabilities of the Dynamics 365 Field Service mobile app include:

Mobile Platform And Offline Data

It works with iOS and Android mobile platforms and allows for offline access to data. This way, technicians can access the relevant data even in remote customer locations with limited connectivity.

Camera Capture: Photo + Video

The camera capture feature allows technicians to gather more precise information on the issues and record them for future reference.

Barcode Scanning And Geocoding

The app has inbuilt barcode scanning and geocoding features that help identify parts and analyze the equipment quickly.

Calendar View And Time Entry

Productivity options like Calendar View and Time Entry allow for better management of workflow and task tracking.

Driving Directions

The driving directions feature allows the technician to reach the customer location via an optimized route for faster service delivery.

Speech To Text

Speech to text is a useful accessibility feature that can record customer queries and observations accurately and efficiently.

Connected Field Service, Inspections, And IoT Alerts

By integrating the Dynamics 365 and IoT devices, the app can let you get timely alerts and notifications to avoid critical issues from reaching beyond the threshold scenarios.

Microsoft Intune And Dynamics 365 Remote Assist

Remote assist can let technicians fix problems faster from remote locations with minimal interference.

What Capabilities Will Be Available On The 2nd Wave Of Dynamics 365 Field Service Mobile App?

The Dynamics 365 Field Service mobile app has significantly evolved since its initial release, continually integrating new features to enhance technician productivity and service efficiency.

Key Features Now Available:

• Push Notifications: Technicians receive timely alerts for new bookings and updates, ensuring they stay informed in real-time.
• Geofencing: Automated status updates occur as technicians arrive at or depart from job sites, streamlining workflow management.
• Reporting: Advanced reporting capabilities allow for comprehensive insights into field operations, aiding in data-driven decision-making.
• Asset Scanning: Technicians can scan barcodes, UPCs, and QR codes using the mobile camera to quickly identify and manage assets.
• Location Sharing and Auditing: Real-time location sharing enhances coordination, while auditing features ensure accountability and transparency.
• Enhanced Offline Synchronization: Improved offline capabilities with advanced data filters and automatic data refresh allow technicians to access and update information without internet connectivity.
• Offline by Default: The app is designed to function offline by default, ensuring reliability in areas with limited connectivity.
• Manual Data Synchronization: Technicians have the option to manually synchronize data, providing control over information updates.
• Bulk-Add Users: Administrators can efficiently add multiple users simultaneously, simplifying user management.
• Service Task Checklists: Customizable checklists guide technicians through service tasks, ensuring consistency and thoroughness.
• Enhanced Mobile Workflows: Streamlined workflows improve efficiency and reduce administrative burden for field personnel.
• Remote Assist Integration: Seamless integration with Dynamics 365 Remote Assist enables technicians to receive real-time support through mixed reality annotations.
• Microsoft Intune Integration: The app integrates with Microsoft Intune, providing an extra layer of device and data protection.

These advancements reflect Microsoft's commitment to providing a comprehensive and efficient tool for field service operations, ensuring that organizations can deliver high-quality service in a rapidly evolving landscape.

Dynamics 365 Field Service Mobile App Security

You need to be aware of a few things before getting started with the Field Service Dynamics 365 mobile app.

You need to be using the Field service solution v.8.8.22 and above to get access to the mobile app functionality. So, you must update your Field Service solution to use the app.

You should check the security roles relevant to the Field Service app and ensure your user is assigned the corresponding security role to access the app. You can add new security roles and manage them via your dashboard controls.

You can now schedule a work order for a resource. The app can be downloaded from the authorized app store and then logged in with the proper username and password. The work order schedules and other data will get synced with that of the Dynamics 365 Field service data.

Licensing Dynamics 365 Field Service Mobile App

The field service mobile app is available as part of the Field service license plan, and you can buy only the Field service solution of which the app will be a part of. Your Team members can have a license to have full read access across all the Dynamics App, Field Service App, inclusive of the Dynamics 365 app and its related functionalities.

Conclusion

All tools are only as useful as your mastery in using them. While the new Field Service Dynamics 365 mobile app packs in a good set of features and is supposed to replace the older Field Service mobile, you need some expert guidance to get an early advantage on using the app to its best potential.

Contact Gestisoft today to get started with the Dynamics 365 Field Service mobile app and make your Dynamics 365 Field Service implementation worth every penny you spend on it.