1Dynamics product · Field and Mobile Workforce Copilot

Agent on the Go

Put job context, updates and approved guidance in the hands of mobile teams.

Bring the right operational context to mobile employees wherever work happens, with quick access to information and easier field updates.

Why choose Agent on the Go

Designed around the work, not another disconnected tool.

Help field and mobile teams retrieve information, update work and report progress through a simple conversational experience.

01

Brief people before arrival

Bring customer, asset and work-order context into one mobile view.

02

Simplify field updates

Capture progress, evidence and exceptions without complex back-office navigation.

03

Connect office and field

Make mobile activity visible to coordinators and operational systems.

Business benefits

Practical improvement people can see.

Focus the product on a clear operational need, then measure the change in everyday work.

Faster job preparation

Give employees the relevant history, instructions and contacts before work begins.

Better update quality

Use guided steps to capture complete, consistent field information.

Quicker exception response

Route issues to the right coordinator with useful operational context.

Feature highlights

Focused capability, connected to your Microsoft platform.

Each capability is configured around the roles, data and controls that matter to your organisation.

Mobile work context

Surface relevant customer, asset, order and job information at the point of work.

Simple field updates

Capture notes, progress and exceptions without navigating complex back office screens.

Faster answers

Help employees find approved information through a natural conversational experience.

Connected operations

Keep mobile activity aligned with the systems used by office and service teams.

Product experience

Mobile operations workspace

Put approved operational context and simple updates in the hands of field teams.

1Brief2Attend3Update4Escalate

Where it fits

Start with a focused operational scenario.

The product can begin with one high-value workflow and expand as the operating model and evidence support it.

Use case 1

Field service visits

Access work orders, asset history, checklists and customer details.

Use case 2

Mobile inspections

Record findings, supporting evidence and follow-up requirements.

Use case 3

Warehouse and site work

Retrieve approved instructions and report operational exceptions quickly.

Microsoft integrations

Connected to the ecosystem your business already trusts.

Integration is shaped around authoritative data, secure access and supportable Microsoft patterns.

Explore Microsoft technologies
Dynamics 365 Field ServiceConnected platform
Power AppsConnected platform
Microsoft DataverseConnected platform
Business CentralConnected platform

Support & continuous improvement

Launch confidently. Keep the product useful.

1Dynamics supports configuration, integration, adoption, monitoring and a governed improvement backlog after go-live.

Explore support

Product FAQs

Questions before you begin.

We shape the final solution around your process, Microsoft estate and governance requirements.

Does the experience work on mobile devices?

Yes. It is designed around focused mobile journeys for employees working away from a desktop.

Can it connect to Field Service?

It can connect with Dynamics 365 Field Service, Dataverse and related Microsoft services according to the required workflow.

What happens when a field issue needs help?

Escalation can include the job, customer, asset, location and captured evidence so coordinators receive useful context.

Can the workflow be tailored by job type?

Yes. Checklists, forms, guidance and update rules can vary by role, work type and operational risk.

See it in your operating context

Explore how Agent on the Go could work for your team.

Bring us one real workflow. We will help you define the experience, connections and controls needed for a useful first release.

Request a product demo