This document provides an overview and agenda for a Field Service Bootcamp on Dynamics 365 Remote Assist. The bootcamp will cover the different use cases for Remote Assist, including maintenance, audits and inspections, improving customer service, and manufacturing training. It will also review the available devices, including desktops, tablets, mobile devices, and HoloLens. The key features of Remote Assist will be demonstrated, such as call recording, markups, sharing documents and pictures. Integration with Field Service, OneDrive, and Common Data Service will also be discussed. Attendees will learn how to get started with a demo environment and training.

1. FIELD SERVICE BOOTCAMP
TAKE YOUR EXPERTS TO THE FIELD
WITHOUT LEAVING THE OFFICE

2. • Nico Fernández
• Microsoft MVP
• Presales Director – Infoavan
About me

3. Agenda
Quick introduction of Dynamics 365 Remote Assist
Introduction
01
Understanding the different use cases
Use cases
02
Learn the different devices where you can use Remote Assist and the
key differences
Devices
03
One by one, we’ll review the key features and talk points
Key Features
04

4. Dynamics 365 Remote Assist
It’s a business application that helps professionals improve their task by
collaborating more efficiently and working together from different locations.
Solve problems in
real-time
Bring critical
information into view
Walk the site without
being on location

5. Dynamics 365 Remote Assist
Workorder related
assistance
Ad-hoc
assistance

6. Help technicians on Break & Fix scenarios, preventive
maintenance, etc.
Maintenance
Be wherever you need to be to make inspections and audits
without leaving your office
Audit & inspections
Deliver a differentiated service offering customer experience
with remote support
Improve service
Accelerate and transform training processes with remote
tutors
Training
Manufacturing procedures
Bring help to factory floors and help remotely on
assembllies and other manufacturing procedures

7. Experts can receive the calls using
teams from the desktop or laptop. It’s
important that they use the Teams
app on it and not the web browser
app.
Desktop / laptop
Tablets & Mobile devices can be user
both for Remote Assist and Teams
users.
Tablets & Mobile devices with AR
Both HoloLens 1 & HoloLens 2 can be
use for Remote Assist user.
HoloLens
Tablets & Mobile devices can be user
both for Remote Assist and Teams
users, with reduced capabilities.
Tablets & Mobile devices without AR
Available
devices
Both technicians in the field and experts can user different devices.

8. • On HoloLens you’ll have a virtual workspace where
to pin the different components (conversation
window, shared document, etc.) and see everything
at the same time
• Group calling is not yet available for mobile devices
• Join a teams meeting is only available on HoloLens
• With HoloLens you are “hands free” to work more
comfortably
• No AR mobile devices does only work with 2D type
of collaboration
Key differences
between
HoloLens and
Mobile devices

16. Call Recording
Mark ups
Document and pictures sharing
And more to come…
One-to-one calls, group calls and meeting
Low bandwidth connection
Main
features

17. Field Service integration
OneDrive integration
Common data service integration (Assets)
Multi device experience
Amazing roadmap ahead
Low Bandwidth connections
Experts can be internal or external
Safe, easy and quick deployment
AAD
Key talking points

18. Markups
Lets you pick the color of your choice
between 5 options
Deletes the last annotation or arrow
Deletes all your rows and annotations
Lets you set an arrow establishing the
direction
Lets you make draws and
annotations
Color Picker
Undo
Delete All
Arrow Took
Inking tool

19. 모바일 이미지
Get familiarized with the solution.
Create a Demo Environment.
Analyze possible integrations
(Field Service, CRM, ERPs, etc.)
Get trained.
Reach to a specialist to get the
right help
Where to begin

20. • Blog: nfernandezba.com
• Twitter: @nfernandezba
• LinkedIn: /in/nfernandezba
• Instagram: /nfernandez.ba or nametag
• Facebook: /nafernandezba
• nicolas@nfernandezba.com /
nfernandez@Infoavan.com
Let’s connect

21. FIELD SERVICE BOOTCAMP
THANKS!