2

Dynamics 365 Field Service option to integrate with legal entity fixed assets

Future featuring option to integrate with legal entity fixed assets records (e.g. Maquiladora) maybe optimum, in addition to supply chain or asset management customers. Not featuring integration with legal entity fixed assets, user may potentially not easily track and document fixed asset or fix...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
Needs Votes
2

Dynamics 365 Field service warranty tracking and ledger posting

Wish we future feature the option to easily track warranties along with warranty ledger posting, warranty retrieval and easy warranty accrual and warranty deferrals after warranty may had expired.

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for sharing, we are monitoring the need for warranties in the solution, and encourage others to vote for this Idea.

2

Utilize booking time stamps to create work order services

Allow for an association between booking time stamps and work order products (could also associate by incident type). Generate work order services when the booking time stamp is created or have a flag to determine timing to generate. In many implementations clients are not understanding the dis...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
Needs Votes
2

Add relationship between Work Order Service Task and Incident Type Service Task

When the Work Order Service Task is generated from Incident Type (OOB logic), the ‘Name’ field (on Work Order Service Task) is populated with Service Task name (Task Type Name) I think in many scenarios it would be better to use Incident Type Service Task name instead. It would be ...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

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, Dynamics 365 Field Service

2

WorkOrder not refreshed after resource booking

Not to be refreshed Work Order Form once a Resource_Booking is created via "Book" button and clicked Book&Exit. The page remain unchanged, and requires MANUAL Work Order refresh action STEPS: Go to Case Create WOrkOrder Click "Book" Select Resource Click "Book&Exit" ISSUE: the Main Wor...

Read more...

1 Comments

Read more... 1 Comments

Category: Work order (56)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

I really like this idea. I'm going to look into whether this is possible and, if so, how much work it would require and whether there are any complexities to consider around refreshing the form. That said, currently this is not in our roadmap; however, we are tracking it and may consider it in the future.

Sincerely,

Jason Cohen

PM, Microsoft

1

Auto-Generate Property Logs for Work Order Incidents the way Service Tasks and Products can be generated

Scenario:

Technician is assigned Inspection/Audit Work Order and needs to capture telemetry/asset properties as for asset as of current time.

Currently, technician must manually create property asset logs and the reading time must be the created on date/time. This...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
New
1

Write-In Products

When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. We regularly add items "on the fly" to opportun...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
New
1

Allow Bookable Resource Booking activities to roll up to Work Order

It is very awkward to find activities related to a work order when they are buried in the bookable resource booking.

Please allow the bookable resource booking's activities to be rolled up to the work order similar to contact activities rolling up to its account (i.e., via the rollup vi...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
New
1

Category (Role) as part of Work Order Item

My client would like the role to be selectable, same as , characteristic when when creating 'work order item'. This can be peformed currently by plugins. Most of my clients prefer vanilla systems. Is there a reason why does the category (Role) does not also appear as part of the Work Order Item...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (56)

STATUS DETAILS
Needs Votes
1

Support for Re-visits

It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...

Read more...

1 Comments

Read more... 1 Comments

Category: Work order (56)

STATUS DETAILS
Needs Votes