Episode

Best Practices: Dynamics 365 Field Service Inspections Demo

with Jeremy Freid

Dynamics 365 Field Service inspections are digital forms that technicians use to quickly and easily answer a list of questions as part of a work order. The list of questions can include safety protocols, pass-and-fail tests for a customer asset, an interview with a customer, or other audits and assessments performed before, during, or after a work order.

Why use Field Service Inspections?:

  • UI friendly for technicians.
  • Previously, inspection reports had to be custom built or designed with OOB Service Tasks, which was cumbersome.
  • Ability to create reports based on answers (contained in Customer Voice tables).
  • Maker-friendly experience.
  • Contained inside the Field Service application.

Further reading:

Dynamics 365
Customer Engagement apps
Field Service