Take your experts to the field - Field Service Bootcamp
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This document provides an overview and agenda for a Field Service Bootcamp on Dynamics 365 Remote Assist. The bootcamp will cover the different use cases for Remote Assist, including maintenance, audits and inspections, improving customer service, and manufacturing training. It will also review the available devices, including desktops, tablets, mobile devices, and HoloLens. The key features of Remote Assist will be demonstrated, such as call recording, markups, sharing documents and pictures. Integration with Field Service, OneDrive, and Common Data Service will also be discussed. Attendees will learn how to get started with a demo environment and training.
Take your experts to the field - Field Service Bootcamp
- 1. FIELD SERVICE BOOTCAMP TAKE YOUR EXPERTS TO THE FIELD WITHOUT LEAVING THE OFFICE
- 2. • Nico Fernández • Microsoft MVP • Presales Director – Infoavan About me
- 3. Agenda Quick introduction of Dynamics 365 Remote Assist Introduction 01 Understanding the different use cases Use cases 02 Learn the different devices where you can use Remote Assist and the key differences Devices 03 One by one, we’ll review the key features and talk points Key Features 04
- 4. Dynamics 365 Remote Assist It’s a business application that helps professionals improve their task by collaborating more efficiently and working together from different locations. Solve problems in real-time Bring critical information into view Walk the site without being on location
- 5. Dynamics 365 Remote Assist Workorder related assistance Ad-hoc assistance
- 6. Help technicians on Break & Fix scenarios, preventive maintenance, etc. Maintenance Be wherever you need to be to make inspections and audits without leaving your office Audit & inspections Deliver a differentiated service offering customer experience with remote support Improve service Accelerate and transform training processes with remote tutors Training Manufacturing procedures Bring help to factory floors and help remotely on assembllies and other manufacturing procedures
- 7. Experts can receive the calls using teams from the desktop or laptop. It’s important that they use the Teams app on it and not the web browser app. Desktop / laptop Tablets & Mobile devices can be user both for Remote Assist and Teams users. Tablets & Mobile devices with AR Both HoloLens 1 & HoloLens 2 can be use for Remote Assist user. HoloLens Tablets & Mobile devices can be user both for Remote Assist and Teams users, with reduced capabilities. Tablets & Mobile devices without AR Available devices Both technicians in the field and experts can user different devices.
- 8. • On HoloLens you’ll have a virtual workspace where to pin the different components (conversation window, shared document, etc.) and see everything at the same time • Group calling is not yet available for mobile devices • Join a teams meeting is only available on HoloLens • With HoloLens you are “hands free” to work more comfortably • No AR mobile devices does only work with 2D type of collaboration Key differences between HoloLens and Mobile devices
- 16. Call Recording Mark ups Document and pictures sharing And more to come… One-to-one calls, group calls and meeting Low bandwidth connection Main features
- 17. Field Service integration OneDrive integration Common data service integration (Assets) Multi device experience Amazing roadmap ahead Low Bandwidth connections Experts can be internal or external Safe, easy and quick deployment AAD Key talking points
- 18. Markups Lets you pick the color of your choice between 5 options Deletes the last annotation or arrow Deletes all your rows and annotations Lets you set an arrow establishing the direction Lets you make draws and annotations Color Picker Undo Delete All Arrow Took Inking tool
- 19. 모바일 이미지 Get familiarized with the solution. Create a Demo Environment. Analyze possible integrations (Field Service, CRM, ERPs, etc.) Get trained. Reach to a specialist to get the right help Where to begin
- 20. • Blog: nfernandezba.com • Twitter: @nfernandezba • LinkedIn: /in/nfernandezba • Instagram: /nfernandez.ba or nametag • Facebook: /nafernandezba • nicolas@nfernandezba.com / nfernandez@Infoavan.com Let’s connect