Service professionals on the frontline rely on having nearly-instant access to a range of customer and technical information at the moment it’s needed. However, data from Microsoft’s 2023 Work Trend Index Annual Report[1] reveals not being able to easily find the information they need ranks in the top 5 most disruptive issues faced by frontline workers in their current day-to-day role. This can have a serious impact on KPIs, such as first-time fix rates and customer satisfaction and retention.

Today, we are introducing new AI-powered experiences for Microsoft Dynamics 365 Field Service that give frontline workers a faster way to access information on a job site—by asking questions and stating what they need in conversational language. We’re also announcing the general availability of streamlined, AI-assisted work order creation and technician scheduling; the availability of Microsoft Dynamics 365 Guides and Microsoft Dynamics 365 Remote Assist at no additional cost; and the public preview of financial and inventory data flow between Dynamics 365 Field Service and Microsoft Dynamics 365 Finance and Supply Chain Management.

Boosting Technician Productivity with Next-Generation AI

In public preview beginning December 2023, frontline workers can access key work order information by asking Copilot questions within Microsoft Teams. They can simply state what they need using natural language to receive specific information related to their work orders in Dynamics 365 Field Service including status updates, parts needed, or instructions to help them get the job done. Additionally, with the Dynamics 365 Field Service app in Teams becoming generally available in December 2023, frontline workers can not only view, but also edit their work orders directly within Teams. Ask your IT administrator to make work orders accessible at-a-glance for your frontline via the Microsoft Viva Connections home experience in Teams.

Earlier this year, we introduced a modern user experience in Dynamics 365 Field Service mobile to help frontline technicians easily access the key information they need on the go. We are now enhancing this experience with next-generation AI to further save valuable technician time. With the public preview of new capabilities for Copilot in Microsoft Dynamics 365 Field Service mobile in December 2023, frontline technicians can quickly get a summary of key points in a work order without having to navigate through a series of tabs. They can also swiftly make updates by simply speaking to Copilot and describing their progress. Copilot will provide suggestions to efficiently check off service tasks, add notes, and update product quantities as well as statuses, accelerating data-entry so technicians can focus on providing great customer service. To try it out, opt into the new Dynamics 365 Field Service mobile experience.

“From the incoming service request to the creation of the invoice – Copilot in Dynamics 365 Field Service is assisting in streamlining work and increasing productivity. In combination with the new Dynamics 365 Field Service mobile experience, it is reducing the administrative burden on the frontline workers tremendously.”
-Henk-Jan van de Beek, Global director Customer Experience at HSO Group

We are also pushing the boundaries of what’s possible with AI and mixed reality for frontline workers who need to be heads-up and hands-free. As demonstrated in the Microsoft Ignite keynote, Copilot in Microsoft Dynamics 365 Guides will revolutionize real world operations with the ability to point at a complex machine that needs service, and then engage in a back-and-forth dialogue about that asset. Copilot uses generative AI to search for information from technical documentation, service records, training content and other data sources that customers curate. Copilot will not only be able to suggest what to do next, but also show what to do by projecting holograms into the real world. We are excited to introduce this capability in private preview to a limited set of customers with Microsoft HoloLens 2 and roll it out more broadly to mobile users in the future.

Streamlining Manager Workflows with Next-Generation AI

Next-generation AI can not only help frontline managers accelerate time-consuming processes but also improve the accuracy of data entry. Introduced in preview earlier this year and becoming generally available in December 2023 for frontline managers, Copilot in Dynamics 365 Field Service Outlook add-in can streamline work order creation with relevant details pre-populated from emails. It can also optimize technician scheduling with data-driven recommendations based on factors such as travel time, availability, and skillset. Relevant work orders are surfaced within this experience for managers to review before creating new work orders and these can be easily rescheduled or updated as customer needs change. In addition organizations will be able to customize work orders for their frontline needs by adding new fields as well as renaming or rearranging existing fields. Copilot will also become generally available in December 2023 to assist frontline managers with work order scheduling in Microsoft Teams, saving time and effort to find the right worker for the job.

“Vixxo is excited about the potential AI has to transform our business processes and deliver better customer experiences. With Copilot in Dynamics 365 Field Service, we are discovering how to leverage AI in a secure and flexible way to enhance the efficiency of our service and field teams. This is only the start and we look forward to what’s next!”
– Jim McCarthy, Chief Technology and Supply Chain Officer at Vixxo 

A redesigned Dynamics 365 Field Service work order management experience is now generally available, featuring a simplified web experience that brings important information front and center. The experience not only offers concise information about the work order but also provides relevant next steps based on booking statuses and supports making quick updates inline or in a side panel to not lose context. Additionally, Copilot is available in preview within this experience to provide frontline managers intelligent recaps so they can stay up to date without having to navigate through all the information in a work order.

“Medxcel has previewed the new Dynamics 365 work order management experience and is excited to introduce it more broadly to facility managers, directors and coordinators. From enabling mass edits with infinite scrolling to providing quick visual references with color coding on priority and system status – the redesign offers several features to improve work efficiency.”
 – Sonali Atram, D365 Solutions Architect at Medxcel

Introducing Efficiencies With More Integrated Offerings

IDC reports field service is shifting from being reactive to more proactive, predictive, and prescriptive. This shift requires field service technicians to evolve and provide a new set of experiences for customers. More organizations are leveraging third-party technicians who may service multiple asset brands or newer technicians who have never seen a particular type of equipment. The entire workforce needs to be equipped with the tools to solve problems, and mixed reality capabilities can ensure that expertise is shared for the benefit of resolution and customer experience.[2]

Beginning December 2023, Dynamics 365 Field Service customers can get access to Dynamics 365 Guides and Dynamics 365 Remote Assist at no additional cost. Users can create guides to provide technicians with step-by-step instructions for key tasks and enable real-time collaboration with remote experts via mobile or HoloLens 2 devices when additional assistance is needed. Ask your IT administrator to install Guides and Remote Assist for your frontline technicians.

“The inability to find new talent hampers the growth potential for organizations. Technologies like Copilot are allowing people to see manufacturing jobs as innovative again and do a lot more with the same amount of people by helping them work smarter. Add to that field service solutions like Dynamics 365 Guides and Remote Assist and it really lowers the barrier for companies to recruit new talent into the workplace.”
– Tim Verpoorten, Go-To-Market & Business Development Director at 9altitudes

Beginning December 2023, customers can purchase Dynamics 365 Field Service Contractor to provide essential work order management functionality to external vendors, easing onboarding as they scale field service operations to meet demand. Learn more about this offering.

In public preview starting today, seamless financial and inventory data flow between Dynamics 365 Field Service and Dynamics 365 Finance as well as Supply Chain Management will help ensure the frontline and back office stay in sync. By syncing real-time price and cost information from work orders and automatically updating financial and inventory data as work orders are executed, this integration will reduce the effort required to connect these Dynamics 365 apps. Request your IT administrator to opt in today.
 
“We are thrilled about the new integration between Dynamics 365 Supply Chain Management and Dynamics 365 Field Service. This out of the box process orchestration will help us standardize processes from both sides, reduce our time to value, and improve our business operations.”
– Dardan Imeri Northvolt, ERP Lead at Northvolt

Learn More

Tune in to the following Microsoft Ignite breakout sessions to learn more about AI-powered experiences in Dynamics 365 Field Service, Microsoft Teams, and Microsoft’s mixed reality applications for your frontline workforce:

• Transforming service organizations with generative AI 
• Reimagine the frontline with next-generation AI and fast deployment 
• Unleashing the Potential of Industrials 

[1] The Work Trend Index survey was conducted by an independent research firm, Edelman Data x Intelligence, among 31,000 full-time employed or self-employed workers across 31 markets, 6,019 of which are frontline workers, between February 1, 2023, and March 14, 2023. This survey was 20 minutes in length and conducted online, in either the English language or translated into a local language across markets. One thousand full-time workers were surveyed in each market, and global results have been aggregated across all responses to provide an average. Each market is evenly weighted within the global average. Each market was sampled to be representative of the full-time workforce across age, gender, and region; each sample included a mix of work environments (in-person, remote vs. non-remote, office settings vs. non-office settings, etc.), industries, company sizes, tenures, and job levels. Markets surveyed include: Argentina, Australia, Brazil, Canada, China, Colombia, Czech Republic, Finland, France, Germany, Hong Kong, India, Indonesia, Italy, Japan, Malaysia, Mexico, Netherlands, New Zealand, Philippines, Poland, Singapore, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, United Kingdom, United States, and Vietnam.

[2] IDC Analyst Brief sponsored by Microsoft, Generative AI and Mixed Reality Power the Future of Field Service Resolution (Doc #US51300223), October 2023

The post Streamline Field Service Operations with new Copilot capabilities  appeared first on Microsoft Dynamics 365 Blog.

In today’s fast-paced digital landscape, effective communication is the key to success for any business. Apple Messages for Business (AMB) isn’t just for personal chats and emojis. It can also be a powerful tool for businesses to streamline communication, enhance customer engagement, and drive growth. With Dynamics 365 Customer Service, you can use AMB to expand your consumer reach, reduce costs, and provide a seamless experience for both businesses and customers. In this blog post, we’ll delve into some compelling benefits and best practices to help you harness the full potential of AMB in your Customer Service organization. 

Expand your global reach to mobile users

Apple’s ubiquity is one of its most significant advantages. With over 2 billion active devices worldwide, AMB provides a unique platform to tap into a global audience. Whether your business operates locally or has a worldwide presence, leveraging AMB ensures that you can reach your audience wherever they are, without the limitations of geographical boundaries. 

Drive customer engagement with multiple entry points 

Apple Messages for Business offers a multitude of entry points for customer engagement. Customers can initiate conversations by searching for your company in Apple Maps, Safari, or Search and simply tapping the Messages icon. Additionally, integrating a messaging link into your website, app, or other touchpoints makes it convenient for customers to start a conversation. These diverse entry points cater to different customer preferences, ensuring that you’re meeting them where they are most comfortable. 

Deflect calls with Apple’s Message Suggest 

An ingenious feature that can significantly benefit businesses is Apple’s Message Suggest. When your business registers a phone number with Apple, Message Suggest proactively presents the option to chat when users attempt to call your business via Safari, Maps, Siri, or Search. By offering a messaging alternative, Message Suggest helps deflect voice calls to text-based messaging, reducing costs associated with voice support. This shift toward messaging can also enhance customer experience, as it aligns with modern communication preferences. 

Provide enhanced mobile customer experiences using rich messages 

The Apple Messages for Business channel offers support for a wide range of rich messages. This synergy leads to enriched customer experiences, fostering loyalty and increasing customer lifetime value. Utilizing rich messages in Dynamics 365 Customer Service offers customers the ability to tap more and type less. This approach simplifies customer interactions, enabling users to access information and resolve issues with fewer keystrokes.  

Advanced message routing 

Apple Messages for Business allows businesses to fine-tune message routing using intent and group IDs. This advanced routing capability ensures that messages are directed to the right team, streamlining communication and improving response times. This level of customization enables businesses to tailor their messaging strategy to meet specific needs, further enhancing the customer experience. 

In conclusion, by implementing these best practices and leveraging the unique benefits of AMB, your business can stay ahead of the curve in the competitive world of modern communication. Don’t miss this opportunity to connect with your audience in a way that aligns with their preferences and expectations. Start harnessing the power of AMB in your organization today. 

Better together

As a digital channel, the addition of Apple Messages for Business expands and unifies the core omnichannel capabilities of Dynamics 365 Customer Service with a configurable, high-productivity interface. It provides contextual customer identification, real-time notifications, integrated communications, and agent productivity tools, including rich messages, knowledge base integration, and search. Apple Messages for Business helps deliver more innovation and opportunities to your digital contact center to empower you to continually exceed customer expectations.

Learn more 

Watch a quick video demonstration.

To learn more about Apple Messages for Business, read the documentation: Configure an Apple Messages for Business channel | Microsoft Learn 

Try Customer Service with Generative AI | Microsoft Dynamics 365 and discover the difference it can make for your business! 

The post Boost customer engagement with Apple Messages for Business  appeared first on Microsoft Dynamics 365 Blog.

Sellers need to navigate large amounts of information to better engage with customers. It’s imperative that they can do that with ease. With the world becoming much more technology aware, sales people expect the business applications they use to be as easy to engage as an app they use in their personal life. 

Well, we have some good news for you: the modern, refreshed look for model-driven apps is now generally available! 

The modern update is a new design option that gives your model-driven apps such as Dynamics 365 Sales a sleek and modern appearance, with improved readability, accessibility, and usability. It also aligns with the Fluent Design System, Microsoft’s design language for creating harmonious and engaging experiences across devices and platforms. 

The features and benefits of the modern update include: 

• Updated read-only style with a lock icon to indicate non-editable fields. 
• Updated option set, date time, and duration fields with new Fluent drop-down and combo box controls. 
• Updated dashboards with a new command bar and integrated sub grids that use the new Power Apps grid control. 
• Customizable app header colors to match your organizational branding. 
• A new feature toggle in the header that lets end users try the new look and switch back at any time. 

We understand that each organization has its own nuances and may need more control over the look and feel of the application. They also need added flexibility to switch between different styles according to preference. The modern update is an opt-in feature that does not affect your existing apps or customizations. You can try the new look, by turning on the toggle in the top header bar. 

As soon as you do that, your app will convert into the new look. You can go back to the classic look by turning off the toggle. 

We plan to make the new look as default experiences in the upcoming releases. As we are constantly improving the system based on your input and suggestions, please share your feedback with us.

You can read more about these changes in this blog from the PowerApps team: Modern, refreshed look for model-driven apps is generally available (GA) | Microsoft Power Apps 

Next steps:

Learn more about the modern look: Modern, refreshed look for model-driven apps – Power Apps | Microsoft Learn. 

Not yet a Dynamics 365 Sales customer? Take a tour and start your free trial today. 

The post Refresh the Sales experience with Dynamics 365 Sales modern update appeared first on Microsoft Dynamics 365 Blog.

Advanced Configuration

In this final part of the Field Service Mobile offline blog series, we will discuss some of the more advanced configuration and recommendations for IT pros and partners to get the most out of their offline application. 

Learn more about the offline user experience in Part 1

Learn more about best practices and configuration in Part 2

Limit relationships to avoid slow-running data queries. 

In addition to limiting data being downloaded, it is also important to limit the complexity of expensive SQL queries that are run to fetch that data. Gains realized by reducing data can be offset by complex queries which take longer run on the server. The following best practices can be considered when defining relationships: 

• If your data model includes several levels of relationships generating multiple joins across tables, consider using simple filters like ‘all records’; it can be faster to download more data up front as part of the one-time initial sync so more frequent delta syncs will be faster without the complex queries.
• If using time-based filters to reduce records, it is recommended to use time ranges with fixed boundaries. For the most efficient sync experience, you could include fixed time window of last month, current month and next month. If requiring more dynamic time-based filtering, filter using Created on in the last N-days. Using these filtering techniques will help support downloading only recent, relevant data for the Frontline Worker. 
• Avoid using both custom data filters and selecting relationships on the same table. This will result in complex queries impacting performance.

NOTE: Be aware that using a custom filter creates an OR with relationships, and each relationship creates as an OR as well.

• Avoid self-joins, where a table is making a circular reference with the same table within customer filters. 
• If using time-based calendar items that result in downloading many related records and files, consider reducing that time window to reduce total data download

Leveraging ODATA to view Offline Profile configuration. 

Makers may be able to better evaluate joins and complexity of their offline profile by viewing those joins directly via API. The following APIs can be used to view details of the offline profile. 

OData call used to return JSON of the mobile offline profile showing profile filters.

This is the fetch xml for offline profile items for any entity within the profile. This could be used to inspect the complexity and relationships. 

NOTE: For the snippets below

• {orgurl} is your CRM organization URL 
• {profileID} is the GUID for your mobile offline profile 
• {entityname} the logical name of your entity 
• {entitysetname} is the plural name you assign for your entity (must be lower case) 
• {fetchXml}: Return value from your get filter ODATA call 

To get started you can locate your profile id leveraging:

https://{orgurl}/api/data/v9.0/mobileofflineprofiles?$select=name,mobileprofileid

To fetch the profile items and filters: 

https://{orgurl}/api/data/v9.0/mobileofflineprofileitemfilters?$filter=_mobileofflineprofileid_value eq ‘{profileID}’ and returnedtypecode eq '{entityname}' and type eq 2&$select=fetchXml,returnedtypecode 

To get the ODATA to test FetchXML for an entity you are including in your profile:

https://{orgurl}/api/data/v9.1/{entitysetname}?fetchXml={fetchXml} 

OData call to find the number of users assigned to a profile.

NOTE: This does not apply to role-based access to profile/apps

https://{orgurl}api/data/v9.0/usermobileofflineprofilememberships?$filter=_mobileofflineprofileid_value eq {profileID}&$count=true 

Understanding Application data & schema changes and their impact on Offline Sync 

The offline sync client uses Dataverse change tracking to find updated records to download. Even a minor change to one column will trigger the re-download of the entire record. Watch out for processes that automatically update many records on a frequent basis as this will lead to longer synchronization times. 

Similarly, when the schema of a data table changes, the offline sync client will re-download records in that table to ensure that no data is missed. Whenever possible, avoid schema changes to offline-enabled tables. When schema changes are required, group them together in a single release or solution update so that data is only re-downloaded for each table one time. 

Leverage “online light up” for edge cases, or scenarios that may not require offline access. 

There are some scenarios where offline access may not be necessary. An example of this may be iOT data which is only a live feed from a connected device that is only accessible online.  

In these cases, you can include that table as part of the user experience in the application, but not include it in the mobile offline profile. By doing so, the views for that table will be accessible to the Field Service Mobile users only when the network is available. 

Leveraging online light up for online-only scenarios helps to reduce data which would otherwise need to be synchronized to the device. It is a great way to meet business needs for uncommon or edge-case scenarios without having to download more data for standard business scenarios that must function offline.  

For standard out of the box forms and views this works without additional logic. When implementing customizations which are intended to be online-only, please refer to Xrm.WebApi (Client API reference) in model-driven apps – Power Apps | Microsoft Learn

Conclusion

This concludes our 3-part blog series on getting the best of your Dynamics 365 Field Service mobile application setup. If there are new enhancement suggestions, it is recommended to submit those asks via the Field Service Mobile Ideas portal: Field Service Mobile – Ideas. This will allow the product team to evaluate new requests and plan for future product release waves. 

And for more best practices, please refer to Platform Offline Best Practices for further offline guidance.  

The post Best Practices for Offline Mode in the Field Service mobile app – Part 3 appeared first on Microsoft Dynamics 365 Blog.

Introduction

A new feature is coming that is designed to improve performance when working with financial dimensions and reduce the overall storage cost of storing financial dimension values. The initial changes for improved performance and reduced storage will being rolling out in application release 10.0.38.  There are 3 new fields being added to the table Dimension code combination (DimensionAttributeValueCombination) for this initial application release.  

You will see this improvement fully realized in application release 10.0.42 when 22 fields and related indexes are removed.  These fields all begin with SystemGeneratedAttribute and are used for processes like financial journal entry.  

Feature details 

Enabling the feature Financial dimension performance and storage improvement feature will allow your environment to use just the 3 fields newly added to this table.   

If you would like to test the removal of the 22 fields and indexes please contact technical support for further information and early enablement before application 10.0.42. Testing this change with any customizations that utilize data directly from this table – which should be very uncommon – will ensure smooth transition when they are permanently removed in 10.0.42.  

Why is this a benefit? Removing these fields and indexes from this highly used table will provide an improved query and insert performance as well as reduced storage cost.  While removing 22 fields is a great benefit, the larger gain for your environment is the removal of the related indexes.   

Call to action 

After enabling this feature in your test environment, verify all of your customizations and key business scenarios. Because all of these data model changes are fully encapsulated in Microsoft owned API calls, there should be no impact for environments with proper customizations. Any customization accessing this table should review the business need and consider other API endpoints for proper access.  

Learn more 

Financial dimensions – Finance | Dynamics 365 | Microsoft Learn 

Define financial dimensions – Finance | Dynamics 365 | Microsoft Learn 

The post Performance and Storage Improvements Coming to Financial Dimensions appeared first on Microsoft Dynamics 365 Blog.

In Part 1 of this series, we discussed the end-user experience of the offline-first Field Service Mobile application. In this second part we will go through some of the configuration and best practices for a successful offline rollout. 

Mobile Offline Configuration & Best Practices

Leverage the out of the box mobile offline profile 

The out of the box Field Service Mobile offline profile is a great starting point when enabling offline for your organization. It has common Field Service tables pre-configured along with some recommended filters to limit data. When modifying the mobile offline profile, it is recommended to not remove existing tables, but only add new/custom tables required by your organization. If you do want to remove tables from the OOTB profile, be sure there are no references or cross-linking in the views as relationships between tables can at times be difficult to identify at first glance. 

Limit offline data synchronized to the device 

One of the most important things to set your organization up for success with mobile offline is enabling the right data for your business scenarios. Given bandwidth and device constraints it is critical that data being synced from the server is limited as much as possible to have a fast and efficient experience.  

We recommend you evaluate your offline data needs by considering the following: 

• What are the core business scenarios for a given Work Order assigned to the frontline worker using the application? 
• What is the minimum historical data which is required offline? 
• What relationships exist between tables which will be required to drive lists/views/lookups and cross references?
• What elements on the application may not be needed offline and can be considered online only (excluded from the offline profile)?

Determining above may take several conversations with business stakeholders and frontline workers. It is recommended to document these details in text before diving in to configure your mobile offline profile. 

Offline sync and application data 

In addition to the data sync, the first sync will include app data which is used to drive the views and forms of the application. This app data is highly compressed when downloading over the network and unpacks after being downloaded to the device.  

App data includes scripts, images, and other resources from the Microsoft Field Service solution and any additional customization from solution providers and admins. 

While many of the out-of-the-box scripts should not be modified by the organization, for custom app data be sure to follow best practices: 

• Minify scripts to reduce file size. 
• Reduce image assets sizes. 
• Only include assets which are strictly required for mobile app usage.  

Test as a user in real world conditions  

It is important to test changes to your offline profile directly on the mobile application while using an account that mirrors the role that real end-users will ultimately be using to access the device. This is important because different roles in the organization may have different data access levels and have dramatically different results during offline synchronization. 

When testing you can evaluate the Offline Status Page in the application to see which tables are being synchronized and how many records per table are being downloaded.  

In addition to testing with the correct user role, be sure to test or simulate real world conditions; for example, you will want test cases to mirror the following: 

• Wi-Fi 
• Cellular (strong) 
• Cellular (weak/low signal) 
• No network 

Testing in various network conditions will help you identify hidden issues where a table is missing from the profile or filter condition may be excluding a necessary record. In some cases, internal business logic may go to the server to get the missing record from the mobile offline profile; this provides a better user experience by avoiding errors for connected scenarios but can result in errors when the application is running without network.  

This level of testing will give further validation that your offline configuration has met your business requirements and frontline workers will have success in any network condition. 

Avoid extensive use of Web Resources with the offline application 

Web resources have several offline limitations which can differ by mobile operating system. Due to these limitations and inconsistency between device operating systems, it is recommended to leverage PowerApps Composition Framework (PCF) controls 

Details on web resource limitations can be found in Power Apps documentation. 

Be aware of larger file types such as images, videos, and documents  

Large files and images require some special handling to enable for offline and limit so to avoid consuming excessive amounts of bandwidth or disc space.   

For details on best practices when configuring files and images, please refer to Configure mobile offline profiles for files and images – Power Apps | Microsoft Learn 

Leverage client-side business logic 

The offline-enabled Field Server Mobile application will sync data from the server at regular intervals. If part of a workflow depends on interaction with the server, the response may take minutes to return to the client when the network is available, and not at all if the user is truly offline. To avoid the delay and make the offline experience more consistent, it is recommended to move as much business logic to the client as possible.  

This may involve moving some capabilities traditionally handled by a server-side plugin to the client so it can function properly in offline mode.  

More information on Business Rules: Apply custom business logic with business rules and flows in model-driven apps – Power Apps | Microsoft Learn 

Set sync intervals for your tables 

Within the Mobile Offline Profile configuration each table can have its own sync interval. This interval determines how often that table is checked for updates.  

You can change the sync interval for each table to reduce the frequency of syncing as users use the app. This may reduce network and battery usage.   

It is recommended to set intervals to be less frequent on tables which are not updated often. 

If you’d like to slow down all data downloads, update the sync interval for all tables in the offline profile to a higher interval. 

With the release of Offline Sync Settings in Wave 2 2023, users can control their individual sync settings and set their client to only sync while on Wi-Fi.  These settings can be leverages for scenarios where the Frontline Worker may for work extended periods of time without the need to sync, or have data capacity limits on their cellular plans. 

Moving the mobile offline profile between environments 

Commonly, configuration of the mobile offline profile is done in a sandbox environment and will need to be moved up to a test environment before ultimately being updated in production. To ensure consistently between environments it is recommended you move the offline profile as part of a managed solution. 

This can be accomplished by creating a new solution and then binding the offline profile to that solution which can be exported. Simply re-import the solution to the new environment then publish and your changes will be updated with consistency between environments.  

Watch this space – the next blog is coming in 2 days!

If there are new enhancement suggestions, it is recommended to submit those asks via the Field Service Mobile Ideas portal: Field Service Mobile – Ideas. This will allow the product team to evaluate new requests and plan for future product release waves. 

And for more best practices, please refer to Platform Offline Best Practices for further offline guidance.  

The post Best Practices for Offline Mode in the Field Service mobile app – Part 2 appeared first on Microsoft Dynamics 365 Blog.