Are you ready to transform your service operations from reactive to proactive? Thanks to Microsoft 2024 release wave 2 for Dynamics 365 Field Service, you can now be at the forefront of this evolution, enabling your organisation to embrace digital transformation and innovative business models. And with the innovation in Copilot for Field Service in the 2024 Release Wave 2, frontline workers can seamlessly retrieve critical information and initiate mixed reality remote assist calls within Teams, enhancing collaboration and efficiency. Meanwhile, managers will find it easier than ever to create, manage, and update work orders across web, Outlook, and Teams interfaces.
Discover how these cutting-edge features can elevate your service delivery to new heights. Read on to learn more about the next generation of service delivery experiences and workflows designed for every Field Service role, whether they are technicians, dispatchers, managers, or coordinators.
Boost First-Time Fix Rates with Real-Time Remote Assist
Imagine solving complex issues in real time without the hassle of app switching! Dynamics 365 Field Service now empowers frontline workers with Remote Assist mixed reality annotations in Microsoft Teams, enhancing collaboration through seamless video calls. This feature allows service technicians to reach out to experienced colleagues instantly, leveraging 3D spatial annotations to visualise problems and solutions together, significantly boosting first-time fix rates.
By integrating Remote Assist directly within Teams mobile, users can access vital support without disrupting their workflow. Currently available for iOS, this functionality will soon extend to Android devices, making it easier than ever for technicians to receive guidance on work orders. This streamlined approach not only reduces downtime but also enhances service efficiency, ultimately leading to improved customer satisfaction and operational excellence.
Elevate Frontline Efficiency with Offline Capabilities Insights
Get ready to empower your frontline workforce with uninterrupted efficiency, no matter their device connection! Thanks to Microsoft’s 2024 second release, Dynamics 365 Field Service now includes enhanced mobile offline capabilities, crucial for ensuring a seamless user experience in the field. By leveraging Application Insights, organisations can gain valuable data on offline performance, enabling optimised offline profiles that enhance troubleshooting and user experience.
With Application Insights, businesses can create tailored reports and dashboards that provide critical insights into offline sync statistics per user, including first sync, delta sync, sync duration, and payload size. Additionally, it tracks sync success and failure rates, highlighting any errors encountered. Understanding the make and model of end-user mobile devices further aids in optimising performance. This comprehensive data approach not only streamlines operations but also significantly enhances the effectiveness of frontline workers, ultimately driving higher productivity and customer satisfaction.
Enhance Offline Performance with Selective Data Download
With this D365 Field Service second release update, users can now optimise their mobile offline profiles by selectively choosing which columns of Dataverse tables are downloaded for offline use. This powerful feature allows for faster app downloads, enabling users to work seamlessly without connectivity constraints.
When configuring mobile offline profiles, users can now easily select individual columns for each offline-enabled Dataverse table. The updated interface displays the number of selected columns and highlights which are required by the application, ensuring clarity in the offline profile setup process. This flexibility allows users to tailor their offline data according to unique business scenarios or customisations, ultimately streamlining workflows and enhancing productivity. By minimising unnecessary data downloads, organisations can ensure quicker access to vital information, making every mobile experience efficient and effective.
Supercharge Efficiency with Enhanced Copilot in Field Service
The 2024 second release for D365 Field Service supercharges efficiency with enhanced Copilot experiences, allowing back office and frontline teams to access vital information instantly. Usability improvements mean technicians, dispatchers, and service managers can seamlessly integrate Copilot into their workflows.
With direct access to the comprehensive data stored in Microsoft Dataverse, including key tables like work orders and bookings, field service teams are always equipped with the most current information. The latest update enhances the prompt experience with intuitive work order prompt guides, teaching users how to leverage Copilot effectively. For instance, users can easily ask, “How many work orders do I have scheduled today?” or “What high-priority work orders have occurred in the last 30 days?” This streamlined approach not only boosts efficiency but also enhances service delivery and customer satisfaction.
Transform Work Order Insights with Copilot Summaries
What if you could distil complex work order information into concise, actionable summaries in seconds? Copilot in Dynamics 365 Field Service now allows service managers, dispatchers, and technicians to generate insightful summaries that capture the key points of the tasks at hand. Organisations gain increased control over the specific data included in these summaries, resulting in more relevant and useful insights.
Users can easily configure the Copilot summaries for work orders and bookable resource bookings by selecting the appropriate tables and columns. After setting up the summary, users can generate a preview using real data from existing records, ensuring the configuration meets their specific needs before finalising it. This super-useful feature enhances decision-making and allows teams to concentrate on essential tasks, ultimately improving operational efficiency and service quality.
Streamline Workflows with Outlook Add-In for Field Service
Microsoft 2024 release wave 2 for Dynamics 365 Field Service enhances the Outlook add-in, allowing service managers and frontline workers to access work order summaries directly within Outlook, allowing them to stay in their workflow. No need to switch between applications—everything you need is right at your fingertips.
This powerful add-in allows Copilot to generate comprehensive summaries of work orders, encompassing all critical information necessary for understanding the context of each task. The summary in Outlook mirrors the details found in the Field Service web and mobile apps, ensuring consistency across platforms. By default, Copilot provides summaries based on a predefined set of tables and columns, but administrators can customise this configuration to better fit their business needs. Key data fields include booking information, activity details, work order and booking notes, work order product and service details, work order product and service tasks, and asset information and work order history.
Boost Technician Productivity with Copilot Summaries in the Mobile App
This is yet another useful Copilot enhancement in the Dynamics 365 Field Service 2024 release wave 2 that transforms the technician experience, empowering frontline workers to efficiently plan their tasks. By providing quick summaries of work orders, technicians can access essential details without sifting through multiple forms and tabs. This streamlined approach minimises the number of interactions within the mobile app, significantly enhancing technician productivity.
With Copilot integrated into the Field Service mobile application, technicians can easily generate summaries that offer meaningful context for the tasks ahead. These summaries include vital elements such as notes, diagnostic information, key events from the work order lifecycle, and tailored recommendations. By simplifying access to critical information, this feature empowers technicians to focus on their work, ultimately leading to faster service delivery and improved operational efficiency.
AI-Powered Work Order Recaps-Microsoft 2024 Release Wave 2 for Dynamics 365 Field Service
With this Copilot update for D365 Field Service, you can instantly grasp the essentials of a work order without digging through endless data. Enhanced AI-powered work order recaps in Field Service now provide service managers with quick access to summaries of work orders and their associated data, significantly boosting efficiency and elevating customer satisfaction.
These recaps highlight crucial details such as notes, products, services, tasks, and activities, allowing users to catch up effortlessly. At any moment, users can simply ask Copilot to generate a recap, eliminating the need to navigate through the user interface. This AI-driven recaps saves valuable time and helps service managers stay informed, ultimately enabling them to make quicker, more informed decisions that enhance service delivery and improve the overall customer experience.
Revolutionise Scheduling Efficiency with Enhanced User Experience
The 2024 second release for Dynamics 365 Field Service also enhances the usability and performance of the schedule board, empowering technicians and dispatchers to manage their schedules with greater efficiency. This update, transitioning from extJS to React, offers a more responsive and intuitive user interface, significantly improving user satisfaction.
With a cutting-edge diffing algorithm and a virtual Document Object Model (DOM), the schedule board now loads faster and responds instantly to user interactions, even under heavy loads. Additionally, it introduces highly requested features like a working-days selector, week numbers, customizable tab orders, day line visibility, and enhanced accessibility, ensuring a modernised experience that boosts productivity and employee satisfaction.
Embrace the Future of Scheduling with the New Schedule Board
What if your scheduling tool could adapt to your needs while enhancing accessibility and performance? The new schedule board in Dynamics 365 Field Service not only improves usability but also sets the stage for advanced capabilities like multi-day scheduling and intelligent interactions.
As of April 1, 2023, the legacy schedule board has been deprecated, and starting October 1, 2024, it will be permanently disabled. Users accessing the old schedule board through a hardcoded URL must update their site map to use the new URL: /main.aspx?pagetype=entitylist&etn=msdyn_scheduleboardsetting.
The transition to the new schedule board ensures a more efficient and user-friendly experience, making it essential for users to adapt to these changes promptly. Embracing this new scheduling experience not only enhances daily operations but also prepares teams for the future of intelligent scheduling solutions.
Maximise the Benefits of these Dynamics 365 Field Service Updates!
Navigating the updates in Microsoft 2024 Release Wave 2 for Dynamics 365 Field Service can be complex and disruptive to your business operations. Don’t let these changes hold you back! Dogma’s D365 Field Service experts are here to help you translate these updates into tangible business benefits. With our tailored support, you can seamlessly implement new features, enhancing productivity and service delivery. Let us guide you through this transition, ensuring that your organisation not only adapts but thrives. Connect with us today and unlock the full potential of your Dynamics 365 Field Service investment!
