How Microsoft Is Turning Field Service Into A Growth Engine
Manage episode 517043645 series 3668616
The wrench turns faster when the app gets out of the way. That’s the spirit of our deep dive with Microsoft’s Luis Masieri, Group PM for Dynamics 365 Field Service, as we unpack how AI is reshaping frontline work, customer outcomes, and the business model of service. We explore why the mission has shifted from operational efficiency to AI-first growth, and how technician experience sits at the heart of it.
We start with the mindset that separates thriving rollouts from stalled ones. Lift-and-shift thinking fails because it copies legacy processes into a new tool. The teams that win revisit outcomes, simplify flows, and invest in change management so techs, dispatchers, and managers adopt with confidence. From there, we dig into where AI delivers now: scheduling optimization agents that handle routing and exceptions, Copilot experiences that surface procedures and history, and remote assist that turns senior expertise into a force multiplier. The result is faster ramp for new techs, fewer taps in the mobile app, and better first-time fix rates.
Luis shares how Dynamics 365 Field Service balances domain complexity—assets, warranties, inventory, contracts—with approachable workflows that work across industries. We talk subcontractor realities, licensing that reduces friction, and integration between CRM and ERP to keep data flowing end to end. You’ll also hear what’s new: Outlook and Teams calendar sync for bookings, scheduling engine enhancements, the ability to extend Copilot with your own knowledge, and the steady reliability and security work that keeps everything running.
Looking ahead five years, picture a connected, predictive network where assets signal their own needs, AI agents take the first action, and humans handle the edge cases. Mixed reality resurfaces with better hardware and hands-free guidance. Documentation writes itself as work happens. The paperwork burden shrinks, and the joy of the trade returns. If you care about technician productivity, customer loyalty, and turning service into a growth engine, this conversation will help you see the path forward.
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Chapters
1. How Microsoft Is Turning Field Service Into A Growth Engine (00:00:00)
2. Host Intro And Guest Setup (00:01:10)
3. Luis’s Role And Product Scope (00:01:42)
4. Why Field Service Matters (00:03:36)
5. Global Scale And AI Momentum (00:05:18)
6. Successes, Struggles, And ROI (00:07:41)
7. Change Management As The Differentiator (00:10:24)
8. Mission: AI-First Field Service (00:12:45)
9. Market Shift Toward AI Adoption (00:15:46)
10. From Reactive To Proactive With AI (00:18:38)
11. Designing For Technicians First (00:20:33)
12. Tackling The Skills Gap (00:22:08)
13. Subcontractors And New Licensing (00:23:34)
14. Product-Building Challenges (00:24:49)
15. The Pace Problem In AI (00:27:44)
16. Buy vs Build For AI Platforms (00:29:46)
17. Field Service Five-Year Outlook (00:32:25)
18. Roadmap Highlights And Releases (00:35:05)
19. Closing Thoughts On AI And Adoption (00:38:39)
9 episodes