Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Intermediate
Functional Consultant
Business User
Dynamics 365
Field Service
Remote Assist

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.

Learning objectives

In this module, you will:

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

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