58

Allow to create a work order for a contact (not account)

Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).

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14 Comments

Read more... 14 Comments

Category: Work order (57)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.

Sincerely,

Jason Cohen

PM, Microsoft

27

Being able to use a Cusomer Asset on a Work Order without the need for the Service Account to be related to that Asset

If there are Customer Assets that change their location from time to time (cars, ships, lorries, trains, construction machines, ...) it is painful to appropriately plan Work Orders ahead of time for the same Asset but changing locations. When trying to decouple a Customer Asset from the Servic...

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4 Comments

Read more... 4 Comments

Category: Work order (57)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for sharing your feedback. We believe we grasp what you are trying to do; however, to ensure our understanding, please answer the following questions:

  • In this scenario, it sounds like the mobile asset could be treated as a Service Account with an address and geolocation that changes. In what ways are these mobile assets distinct from a Service Account?
  • Does it often cross territories?
  • Can you help us understand why it is treated as a Customer Asset?
  • How far in advance is work scheduled?
  • Can you share any other relevant use-case details that makes enabling associating a customer asset to any service account the best way to manage work on these items?

Jason Cohen

PM, Microsoft

25

Generate a quote from Work Order

We would like to use the work order functionality and take advantage of the Incidents definition and relationship with services and service tasks plus characteristics. After that we would be generating a quote that is sent to the customer for approval/ changes. Currently we have to use a plug-...

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6 Comments

Read more... 6 Comments

Category: Work order (57)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

  • What would happen to a work order that generated a quote if the quote isn't accepted?
  • How would you expect scheduling logic to handle a quoted work order before the quote has been accepted?
  • Once the quote has been accepted, how would you expect that to be reflected on the work order?

While we can see this as a potentially interesting use case, we'd love to understand if this work order to quote idea is a more broad demand by seeing this get more votes. At the moment, this isn't something we've heard from the market/community, aside from here.

Sincerely,

Jason Cohen

PM, Microsoft.

21

Recalculate est. travel time on booking when address changes on work order

Scenario: Customers that have the need to change the address of a work order when the field worker is already traveling to the destination. This could be because D365 Field Service is used to deliver or pick up items, or maybe the application is used for nurses to care for a patient, and the pati...

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7 Comments

Read more... 7 Comments

Category: Work order (57)

STATUS DETAILS
Under Review
15

Maintenance job types - Regulatory requirement

Missing a field on maintenacne job types where you can specify whether the job type is a regulatory requirement or not. The field should be places at same level as Maintenance downtime activities. It should be visible also on the work order. This is important for companies that must take governm...

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0 Comments

Read more... 0 Comments

Category: Work order (57)

STATUS DETAILS
Needs Votes
14

Ability to enter a negative line item on a work order

Currently if a correction is required in the billing of a Work order, there is no ability to correctly apply a negative value. You are able to enter a negative Quantity and/or a negative Unit Amount. However, if the result is a negative amount, the system automatically sets the value to $0.00 r...

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2 Comments

Read more... 2 Comments

Category: Work order (57)

STATUS DETAILS
Needs Votes
13

Completion of a requirement when booking(s) are completed

When all bookings of a requirement are completed, the work order will get status Open - Completed. Nevertheless, the requirement of the work order is still Active. In case a work order was executed in less time than planned, the remaining duration will still be >0. The combination of the 'a...

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0 Comments

Read more... 0 Comments

Category: Work order (57)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Jason Cohen 

PM, Microsoft.

10

Support custom changes in Field Service Status option set (msdyn_fieldservicestatus)

At the moment any changes to OOF field "Field Service Status" option set is not supported by Microsoft. This field is on to Booking status entity.

It would be great to be able to add custom option sets -> own statuses. It is possible to add own option set at the moment (system allows it)...

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0 Comments

Read more... 0 Comments

Category: Work order (57)

STATUS DETAILS
New
10

Display Duration and Duration to Bill fields in hours, not days or minutes

The Field Service application UI converts the time to the highest base time. For example, looking at the editable grid “Work Order Services” Duration To Bill is displayed “3.25 hours” but when you click on it, it shows in minutes, that is "195" However, if you go to Work Order Service form itsel...

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1 Comments

Read more... 1 Comments

Category: Work order (57)

STATUS DETAILS
Needs Votes
8

Allow for Completed Bookings to Keep Work Order Open

Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...

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1 Comments

Read more... 1 Comments

Category: Work order (57)

STATUS DETAILS
Needs Votes