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Engage your customers with the new customer experiences home page

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Oct 1, 2021 - -

Business value

Making your customers feel empowered is a key aspect of building trust and long-lasting relationships with them. Doing so while reducing your support costs is even more critical for the success of the service organization.

The new customer experience home page is the online destination for your customers to engage with you and manage their service. Instead of calling into a support center for common tasks such as scheduling a service visit or tracking the status of a technician for an ongoing booking, your customers can self-serve through this home page. It gives your customers freedom to check on and manage their service at their own convenience, while lowering your organization’s back-office costs by reducing call volume.

Feature details

The customer experience home page serves as the entry point for your customers to view their service history and manage their service visits.

Only users who are invited to the experience by service organizations can access it after registering on the portal. This secure, authenticated experience protects your customers’ data. The home page will provide your customers a starting point to leverage different engagement experiences. Customers will be able to see a list of their upcoming bookings. For current bookings, they will be able to use the track my technician functionality to locate their technicians. They will also be able to use a self-scheduling feature to create future bookings or reschedule them.

The home page has a responsive interface built on Power Apps portals and is accessible from any device. Users can theme and brand the experience to match their own company’s styles, giving a consistent look and feel across your various web properties.

See also

Field Service customer experience homepages (docs)