Discover new features in the Dynamics 365 Field Service 2023 release wave 1

Microsoft recently released the 2023 release wave 1 plans for Dynamics 365 Field Service. In the new release of Dynamics 365 Field Service, Microsoft aims at making field service operations more efficient and effective. Microsoft plans on releasing new features, enhancements, and updates aimed at optimizing field service operations for service managers, dispatchers, and frontline workers. In this post, we will highlight some of the new features and updates to be included in the 2023 release wave 1.

To read about the new features and updates in the previous release wave, read our 2022 release wave 1 blog.

In the 2023 release wave 1 of Dynamics 365 Field Service, Microsoft continues to invest in enhancements to the mobile application. By improving the application’s performance and reliability, users can quickly get the information they need to perform work and update relevant data.

The following features are included in this release:

• Faster time to launch the app and load forms
• Faster synchronization for offline data
• Fewer errors in low network conditions
• Increased stability to minimize crashes or app freezing

Microsoft introduced a new not-to-exceed function for project contracts and quotes that will be generally available in April 2023. This new feature helps service providers stay within the preapproved cost for work orders. Users will be able to set up not-to-exceed values for cost and price on work orders. These not-to-exceed values can automatically apply to the work order based on the customer, incident type, and location of the work. Alternatively, users can enter the not-to-exceed amounts directly on the work order. Service managers and frontline workers will see warning icons when the not-to-exceed value is almost reached or exceeds the limit.

In the latest release, Microsoft enhances the global search in Dynamics 365 Field Service to increase users productivity by surfacing the most relevant information. Users will be able to find work orders based on the customer name or find bookings based on a technician’s name. These enhancements are designed to increase productivity and provide users with a simple way to find information.

Currently in public preview, this feature enhances the location and asset hierarchy experience that allows dispatchers and service managers to pinpoint the location of an asset within a physical space so a technician can deliver faster and more efficient service. Both assets and locations can be complex and have hierarchical models. Building and understanding the hierarchy of an asset or location, such as a large office building or campus site, is critical to provide world-class service.

Rand Group is your dedicated Microsoft Dynamics 365 Field Service partner and can help you understand the new features included in the 2023 release wave 1. Additionally, we offer holistic Dynamics 365 Field Service support options that include scheduling upgrades, highlighting features your organization could utilize, training users on new features, and performing system checks to ensure all modules and customizations are performing as planned after each release wave. If you have any questions about the new features, contact us today.

Are you ready to implement Dynamics 365 Field Service? From configuration and data migration to training and user adoption, Rand Group is your partner to ensure a smooth implementation of Dynamics 365 Field Service that is tailored to your users and processes. Learn more about Dynamics 365 Field Service impementation and get your business on a comprehensive cloud-based field service management solution.