Update existing Inpection Templates linked to a Work Order when the Inspection Template is updated
When an Inspection is updated, the existing versions are not updated if they are already attached to a Work Order. It would be great if those could be updated when a change is made. If you have hundreds of WO's placed and a change is made, the Tech is seeing 2 different versions until the sy...
Bulk Edit
Need the ability for bulk edit on the work order service tasks. This makes it easier for techs without having to go into each task to update specific fields.
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...
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...
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...
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...
Dynamics 365 Field service referral commission functionality
Wish we future feature the option to potentially track referral commission functionality based on 3rd party contact person and/or future potentially download from social or professional platform network. Not featuring referral commissions functionality, user may potentially process network commi...
Dynamics 365 Field service privacy field instructions
Wish we future feature the option to include privacy field instructions in the event to prevent potential inconveniences to the customer-consumer (e.g. construction site, vehicle pick up/drop off, time or schedule of customer, respecting lunch and birthday dates or times, etc...).
Creating Incident Type from a work order
Currently, avenues for incident types are as below. 1. Creating incident type from model-driven app 2. Uploading incident types through importing 3. improving Incident type through AI suggestions While creating a work order for which no specific Incident type is available (consider a situation...
Accessing Work Orders easily in custom workspace
Currently, having a list of work orders in a custom workspace does not allow you to open right into a specific order. Instead, from the list you click the hyperlink to a work order, it opens an intermediate list page outside of the workspace that you then have to click into to open the work order...
Administrator
Thanks for submitting this idea. At this time we do not see this as a core capability needed by Field Service organizations. I would encourage you to submit this as an idea for other Dynamics 365 apps like Sales.