Dynamics 365 Field Service: Process subcontractor photos, completion documents, and inspection results
From Microsoft's description: “When those documents remain only in a shared mailbox, service teams must manually download, interpret, organize, and reconnect them with the work they support.”
<p>Business value</p> <p>Subcontractors often document completed work through photos, service reports, inspection forms, certificates, and other files. When those documents remain only in a shared mailbox, service teams must manually download, interpret, organize, and reconnect them with the work they support. Important completion evidence and inspection findings can be difficult to find when a customer, dispatcher, auditor, or future technician needs them.</p> <p>Processing subcontractor completion documents as part of the closeout keeps evidence and supported findings connected to the Field Service work. This improves traceability, reduces document-handling effort, and preserves a more complete operational history.</p> <p>Feature detail</p> <p>The Subcontractor Agent processes supported attachments received with a subcontractor submission, including photos, PDFs, service reports, inspection documents, and other supported completion files. It associates those files with the relevant Field Service work so authorized users can find the evidence from the operational record rather than searching the mailbox.</p> <p>The agent can use supported document content when preparing the closeout proposal. For an inspection or task-completion document, this can include extracting supported inspection findings, outcomes, observations, deficiencies, or task results for the internal reviewer to validate and apply to the appropriate Field Service record.</p> <p>The review experience keeps the original document available alongside the proposed structured information so the dispatcher, service coordinator, or other authorized reviewer can compare the extraction with the source. Unsupported, unreadable, encrypted, oversized, or potentially unsafe files are surfaced for appropriate handling instead of being represented as successfully processed.</p> <p>Processing an invoice, parts list, or other financial or consumption document does not by itself create, match, approve, or post a financial transaction or product-consumption record unless that behavior is separately supported.</p>
Affected: Dynamics 365 Field Service