Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Organizations that use Dynamics 365 Field Service to manage work orders can also enable their technicians to make remote assist calls in context of work orders.

Business User

Functional Consultant

Dynamics 365

Field Service

Remote Assist

Module Objectives

In this module, you will:

Launch Remote Assist mobile from a booking.
Review relevant work order information.
Post call information.

Units

Introduction min
Application setup and user configuration min
Make Remote Assist calls for Field Service work orders min
Make Remote Assist calls min
Use Field Service bookings on a HoloLens device min
Check your knowledge min
Summary min

Prerequisites

A Microsoft Entra tenant with a Dynamics 365 subscription and a Dynamics 365 Remote Assist subscription
Admin access to add or update the Dynamics 365 tenant instance
Dynamics 365 Field Service App installed