3 Tips on Staying Ahead in the Fast-Paced Industry With Dynamics 365 Field Service Mobile App!

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Dynamics 365 field service is a cutting-edge solution that combines the power of technology and innovation to revolutionize the way field service operations are carried out. With its advanced features, field service technicians are equipped with all the tools they need to provide fast, effective, and efficient service to customers. The app is designed to streamline workflows, automate routine tasks, and provide real-time access to critical information. Technicians can rapidly access the information they need to accomplish projects correctly and on schedule by using Global search, barcode scanning, and submitted photographs. The result is improved customer satisfaction, increased productivity, and ultimately, a more successful field service operation. In this article, we'll look at how these three tips for technicians stay ahead in today's fast-paced, ever-changing industry by staying ahead with Dynamics 365 Field Service Mobile App.

Global search & Barcode scanning in Field Service Mobile App

Field service representatives greatly benefits from barcode scanning since it allows them to rapidly locate records by scanning a barcode, which is more efficient and easier than manually searching for items by name or other attributes. The above blog shows how to add a barcode field to the Product form, and then how to use the Quick Find All Products view to search for products by barcode. The steps involve navigating to powerapps.com, selecting the Products table, editing the Quick Find All Products view, adding the barcode field to the Find By section, and publishing the changes. The blog example of "Global Search for Barcodes" covers the use of the barcode scanning feature in the Field Service Mobile App, thereby making it easier to search for products in the Field Service Mobile App.

How to show Non-Production apps within Field Service Mobile App

The "Non-Production Apps" option allows users to easily enable multiple environment apps and access them within the Field Service Dynamics 365 CRM Mobile app. The blog covers step-by-step instructions on how to enable the display of these apps, which can be useful for testing and development purposes. Through this feature, organizations can save time and resources by allowing them to test changes to the app in a non-production environment before deploying them to production. The blog also covers how this feature can improve the overall quality of the app by allowing organizations to identify and fix any issues before they affect end users.

Capture Photos and Signatures in Dynamics 365 from Field Service Mobile App

Photos and signatures play a key role for any Field Service personnel. The above blog explains how field service technicians can use the app to capture photos and signatures of completed work and add them as attachments to work orders. This feature can help organizations improve the accuracy and completeness of their work order records and provide a more detailed history of the work that has been performed. The blog also covers how this feature can help improve customer satisfaction by allowing field service technicians to provide evidence of the work that has been completed, such as by showing before-and-after photos.

As a top Microsoft ISV Gold Partner, Inogic’s blog space offers easy-to-understand articles and how-to guides covering a wide range of topics, including Dynamics 365 CRM, Power Platform (Power Apps, Power BI, and Power Automate), Azure, Sales, Dataverse, Field Service,  and more. Expertise and focus on customer experience is evident in its high-quality blog content, which includes useful tips and guides, such as Microsoft Model-driven apps tips, Canvas Apps with Microsoft’s AI Builder, Microsoft Power Automate features, and others.

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