A simpler way to set a flat service fee against the whole work order
All of my customers use flat fees for service calls and find the complexity around price list item annoying. They just want a single box to override all other settings and add a flat fee.
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.
Add a completed y/n flag on the WO Incident
In case of managing multiple incidents on a single WO, the follow-up resource could not track what incidents were solved from the first visit, and what were not due to the following : 1-First visit resource can not complete the WO as only 1 incident has been solved and the work is not done 2-T...
Thank you for your feedback. As this may not align to how a significant portion of our customers manage their work, for now, we will not implement this at the product level. Further, if this is important to how this is managed for a specific implementation, it is a simple enough addition to add.
Sincerely,
Jason Cohen
PM, Microsoft.
Anomalous Work Order Identification
Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their ...
On change of Primary Incident Type also replace subordinated records
After a new Work Order is created and a Primary Incident Type populated, at least the following records get populated into the new Work Order coming from the Primary Incident: - Work Order Products - Work Order Services - Work Order Service Tasks - Characteristics If a User changes the Primary...
Thank you for your feedback.
Since we support the concept of multiple Work Order Incidents per Work Order, this would likely cause some additional complexity. While it is not our expected scenario, it is possible that there are customers that use the Primary Incident field to apply multiple incident types. For those customers this would be a breaking change.
As this doesn't seem to be an overwhelming need, this would cause an unpredictable change for existing customers that have come to understand how it currently works, and that a customer that wants it to work in this way could consider adding additional validations to make the system operate in this way, we won't plan to make this change at the product level.
However, we welcome your thoughts on ways the system should be improved and we hope you will keep providing additional suggestions in the future.
-Jason Cohen
(Microsoft PM)
Improve Booking Status Component in Field Service Forms
I would like to highlight a limitation of the Booking Status component in Field Service forms. As mentioned by the Microsoft support team, this component is designed for a small number of statuses. When there are more than about ten booking statuses, the component behaves unpredictably, causin...
Copy custom field values from Incident Type Service Task into Work Order Service Task
Hi,
The Incident Types and the related Incident Type Service Tasks serve as templates for the Work Order Incident and Work Order Service Tasks. There Microsfot logic already clones the information from the template tables into the ones associated to the Work Order. Since all t...
Have the columns in views automatically fit column header label
Currently the columns seem to minimize, hiding the column header names - the whole text is not visible. Give the option to turn on a functionality where the column is always as wide as the text in the header so the whole field name is visible.
Make Business Process Flow Available on New Work Order Experience
User Experience improved a lot with the new Work Order Experience. Unfortunately the Business Process Flow is not available.
In our current scenario the Work Order has a Lifecycle of 5-6 stages which include Planning and Scheduling but not only. In terms of usability and business requir...
Possibility to have different currency on work order than on Service or Billing Account
Given by the fact, that OOB the currency on work order has to be same as currency on service account (or the billing account respectively), we are faced the issue, that the custom solution cannot automatically create the work order, based on a quote, if the linked accounts do not have the same...
Administrator
Thanks for sharing, we are monitoring the need for warranties in the solution, and encourage others to vote for this Idea.