Connect – Microsoft Dynamics 365

 

Field Service inspections for D365 – the wait is over

Aug 27, 2020

By Kayla Rohde

Here’s one you’ve been waiting for: Inspections in Microsoft Dynamics 365 Field Service.

For years, this functionality has only been available as a third-party plugin, but Microsoft has been expanding their core services, and – coming October 2020 -- inspections will be available out of the box.

What can you do with Field Service inspections?

Field Service inspections allows you to create forms and checklists for repeatable tasks. Are the bolts tight? Are underground utilities marked? Did you clean the blinds and ceiling fan?

The inspections function has applicability across any number of industries, including nonprofits, manufacturing, utilities, insurance and construction/real estate. Wholly customizable forms can be created for any situation with a repeatable list of checks or questions.

Common applications include:

  • Safety procedures
  • Pass/fail tests
  • Site inspections
  • Quality control
  • Audits and assessments
  • Task checklists

Benefits for routine inspections

Field Service inspections offers a whole host of advantages over pen-and-paper systems. Potential benefits include:

  • Remote work efficiency: Capture information digitally, on site. No more manually re-entering data, no lag. Automate paper-based processes.
  • Safety and quality: Decrease human error. Cut down on mistakes and missed steps.
  • Standardized data sets: Track the same information every time. Get consistent results from every user.
  • Document storage: No paper filing. Rapid retrieval for reference and reporting.
  • Actionable insight: Track data to identify trends (e.g., frequently skipped steps, most failed inspections, common points of failure) to understand what’s happening in your business.

Flexible mobile forms

The Field Service inspections tool is flexible and powerful. You can create an inspection with checklists, multiple option sets, single line responses or multi-line responses. You can build in logic too, e.g., if the user answers “A” to question 1.0 then they’re forced to answer question 1.1. Allow users to add images, attachments and more.

To create an inspection, administrators will find a whole new designer experience, comparable to Microsoft Forms Pro. A drag-and-drop interface makes it easy and intuitive.

Figure 1: Sample screenshots of a fire inspection form

Figure 1: Sample screenshots of a fire inspection form

How do we get setup with Field Service inspections?

Field Service inspections is available now for public preview, so you can begin experimenting. (As always, we recommend installing previews in a demo/sandbox environment.) The inspections tool will be fully available and will push out in the October 2020 release.

For questions around Field Service inspections capabilities, or hands-on guidance putting this tool to work for your business, reach out to Wipfli’s Dynamics 365 practice. Additional information is also available from Microsoft.

Learn more about the Field Service module:

Comments

*User Name field is required.

(will not be published)

*Real Name field is required.

(will not be published)

*A valid email is required.

*Company field is required.

*Comment field is required.
Does your team need help with CRM? Contact us:
D365 blog
Subscribe to Connect – Microsoft Dynamics 365

Submit