RSMUS.comIn the field service industry, staying efficient and adaptable is crucial to being able to meet customer needs and handle unexpected issues. The latest updates to the D365 Field Service mobile app can help boost the productivity of field technicians and streamline business operations. Here are some of the new ways this cutting-edge technology can benefit your organization.
Revolutionizing Field Service Management
The new D365 Field Service mobile app interface is a game-changer for field technicians and service managers alike. With a focus on usability and efficiency, the updated UI offers several enhancements:
Agenda View for Bookings
The new agenda view provides a clear and organized overview of all scheduled bookings. Technicians can easily see their tasks for the day, with today’s date highlighted in blue and past and future dates in grey. This visual clarity helps in planning and ensures no task is overlooked. Technicians can scroll up and down to view 180 days’ worth of bookings.
Simplified Booking Forms
The updated booking form features simplified grids for tasks, products, and services, reducing clutter and making it easier for technicians to access the information they need quickly. This streamlined approach is particularly beneficial for businesses that manage a high volume of service requests.
Harnessing AI with Copilot
One of the standout features of the new mobile experience is the integration with Copilot. This AI-powered assistant allows field technicians to interact using natural language, making updates to booking records more intuitive. For example, technicians can mark tasks as complete or note products as used by simply speaking to Copilot. This not only saves time but also reduces the likelihood of errors. Technicians can also request a summarization of a Work Order, improving overall efficiency in the field.
Enabling the New Features
To take advantage of these new features, ensure your Field Service version is up to date. Here’s a quick guide to enabling the new mobile experience:
- Log into the Field Service App.
- Navigate to the Settings area.
- Go to Features on the sitemap.
- Switch the New Mobile Experience to “On”.
- Enable Copilot for the new mobile experience.
- Turn on Copilot Recap for Mobile (UI) to try out the work order recap functionality.
Enhanced User Experience
When you open a booking, you’ll immediately notice the updated interface. You’ll automatically land on the ‘General’ tab, which has been cleaned up to reduce clutter. The ‘Details’ section now includes columns like ‘Incident Type’, ‘Work Order Type’, ‘Service Address’, and ‘Summary’. Below this, the ‘Booking’ section lists editable columns such as ‘Status’, ‘Arrival Time’, ‘End Time’, and ‘Duration’, with a large blue ‘Edit Status’ button for quick updates.
Additional tabs include:
- Tasks: Displays service tasks related to the work order, with a bar showing the total number of tasks and their completion status.
- Products: Lists work order products, allowing field techs to mark products as used.
- Services: Shows associated work order services.
- Timeline: Enables field techs to create notes with text and images for the booking, which are associated with the booking rather than the work order.
Optimized Mobile Views
List views have been optimized to save screen real estate, allowing system admins to configure up to five columns instead of three. The smoother scroll feature enhances the user experience, making it easier to navigate through bookings.
Directions & Update Status
The new directions feature is a major bonus for field technicians. When clicking on the direction’s icon from the booking agenda, a pop-up asks if they want to set the booking status to “traveling” and open the map for turn-by-turn directions. Alternatively, they can choose to only open the map. The app even saves their preferred map choice, whether Google or Apple maps.
Embedded Guides
If you’re organization uses D365 Guides in collaboration with Field Service, technicians are now able to access guides directly from the mobile app. Users can select “Library” from the bottom of the app and select on any of the organization’s pre-made guides to access a step-by-step explanation through any task they may need to complete.
Next Steps
Adopting the new D365 Field Service mobile UI can significantly enhance the efficiency and productivity of your field operations. With these updates, organizations in this industry can ensure their teams are well-equipped to meet the demands of today’s environment. Embrace the future of field service management and stay ahead of the competition by adopting these features. To see these new mobile capabilities and learn more about what you can accomplish with these updates, check out the links below!
Enhanced mobile experience(preview) for D365 Field Service (youtube.com)
Get started with the refreshed mobile experience | Microsoft Learn
