Integrations with other Dynamics 365 apps

Completed

Dynamics 365 Field Service and Dynamics 365 Supply Chain Management (Asset Management module) can both be integrated with Dynamics 365 Guides

Integrate Dynamics 365 Field Service with Dynamics 365 Guides

Dynamics 365 Field Service integration enables Field Service customers to attach guides to Field Service tasks. When work orders are assigned to technicians, the technicians can use a dedicated Field Service tab in the Dynamics 365 Guides HoloLens app to launch the assigned guide and do their work.

Note

To attach guides to service tasks in Dynamics 365 Field Service, you need to have an existing Dynamics 365 Customer Engagement (CRM) instance with Dynamics 365 Field Service version 8.6.0.183 or later. You also need to update to Dynamics 365 Guides solution version 104.1907.0.33 or later and Dynamics 365 Guides PC and HoloLens app versions 104.1907.19001.

Enable your technicians to use Dynamics 365 Guides for work orders

1. Create a guide using the Dynamics 365 Guides PC and HoloLens apps. For information on creating a guide, see Author a guide in Dynamics 365 Guides.

2. Create a Field Service work order and attach a service task to it.

   1. To create a new work order in Dynamics 365 Field Service, select Work Orders in the left navigation, and then select New Work Order.

   2. In the Service Tasks view, select More Commands (…), and then select Add New Work Order Service Task.

      

   3. In the New Work Order Service Task view, select a task type, provide an optional description, and then select a guide to associate with the service task. Select Save when you're done.

3. Assign the work order to a resource (the technician). To do this, you need to create a booking for the resource:

   1. In the Work Order view, scroll down to the Bookings tab, select More Commands (...), and then select Add New Bookable Resource.

   2. In the New Bookable Resource Booking view, schedule the service task at the appropriate time for the technician, and then select the appropriate technician as the resource.

      

4. Have your technician launch the Dynamics 365 Guides app on HoloLens. After signing in, the technician will see the Field Service tab. The tab shows the guide (and any other guides assigned to them) along with a brief description of the booking and when that order is scheduled.

Keep the following points in mind:

• The Dynamics 365 Guides HoloLens app shows work orders that are scheduled for the current day and the following eight days.
• Work orders continue to appear on HoloLens until they are either marked as Complete in Field Service or assigned to someone else.

Integrate Dynamics 365 Supply Chain Management (Asset Management module) with Dynamics 365 Guides

You can integrate the Asset Management module in Dynamics 365 Supply Chain Management with Dynamics 365 Guides to take advantage of mixed-reality guides in your day-to-day service and maintenance workflows.

If a guide is associated with an Asset Management work order, when a worker opens the work order's Maintenance Checklist in the finance and operations (Dynamics 365) mobile app (1), the line details show that a guide is available (2). The worker can then find and open the guide in the Dynamics 365 Guides HoloLens app (3).

To learn more about integrating Asset Management with Dynamics 365 Guides, go to Integrate Dynamics 365 Supply Chain Management (Asset management) with Dynamics 365 Guides.