Share files between technicians and experts to improve collaboration

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
End users by admins, makers, or analysts - This feature is released. Apr 1, 2020

Business value

Solving an issue with the help of a remote collaborator is usually a complex task where rich information and context are essential. In addition to getting the remote collaborator's help directly, field technicians can solve specific incidents faster if they can receive instructions, diagrams, or photos from the remote collaborator. This allows businesses to save costs by reducing incident resolution times.

Feature details

In this release, we're enabling collateral files—including instructions, diagrams, photos, and other media—to be captured and shared with remote collaborators through text chat as conversation attachments. Technicians will also be able to link those files to Dynamics 365 Field Service work orders. This functionality is already available on HoloLens.

See also

Share files to improve collaboration in Dynamics 365 Remote Assist mobile (docs)