3

Certification Expiration

For Certification-type Characteristics, add Expiration Date functionality and notifications/alerts of imminent expiration (configurable); also add the dates to the Resource tooltip on the URS Schedule Board

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2 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Declined
Ideas Administrator

Thanks Boris for the feedback, this is duplicate feedback as ID0003028, hence close this one. 

3

Provide more detailed documentation on RSO scheduling

RSO is a great addition to Field Service but there is limited documentation for Dynamics 365 consultants to understand how the optimisation engine operates, which makes it difficult to discuss solutions with clients.

I have tested schedules with many different configuration and th...

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3 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
Ideas Administrator

RSO white paper based on latest version in the market just got published, please check here for more details https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-overview

3

Add Billable vs. Non-Billable Setting to Pay Types

When Booking Journals are created for a Bookable Resource Booking, the system automatically sets certain ones to Billable and others to Non-Billable (ex. Booking Journals for Travel are always set to Non-Billable).

 

Each Pay Type should be configurable as either Billable or...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: There is currently the ability to flag these travel booking journals as Billable. 

On journals with a type of working hours, overtime or business closure, billable is set as true by default.

On journals with a type of break, billable is set according to BreakHoursBillable field on the Price List specified on the work order.

On journals with a type of travel, if TravelChargeType on the Account for this work order is set to Hourly, then Billable is set to true by default, otherwise billable is set to false. 

Hope this helps! 

Sincerely,

Shloma Baum

PM, Microsoft

2

Future looking Travel Schedule

In a lot of scenarios we are facing issues with planned road close in different area. Planned construction or maintenance of roads is prescheduled and available in the modern navigation devises today. For an better automated schedule it would be required that future, and planned changes at the t...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
New
2

Enable Optimization for Toll Free Streets

In a lot of our existing scenarios in europe there is a need to enable the RSO to handle toll free streets for the route optimization. When streets with toll can be excluded, the scheduling is optimized for the companies fees. This includes the used vehicle if it is a car, light truck or heavy ...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
New
2

RSO - Allow Batch Scheduling of Orders.

Currently, the RSO will schedule all Work Orders within a certain territory.

Would be great to be able to search for a batch, or subset of Work Orders in the Work Order View (or Requirements in the Resource Requirements View), multi-select, and trigger scheduling on just that subse...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
Ideas Administrator

 Thanks Boris for the feedback, yes, this is in our roadmap already, optimization scope extensibility to allow customer define their own view of scheduling, in your case, optimize a sub-set of work orders not always per territory  

 Regards,

 Feifei Qiu | MSFT PM

2

RSO available on more than one organisation at a time

The Resource Scheduling Optimization add-on can only be deployed on one organisation or instance per tenant at a time.  I read this as meaning that, once live, any testing using the RSO either happens in the Prod instance or has to be done out of hours.

Could the RSO be available o...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
Ideas Administrator

It’s possible to have more than 1 RSO deployment on multiple Dynamics365 Organizations which on the same tenant, but customer need to purchase additional RSO entitlement .  if they are enterprise account, can contact their local account manager to purchase additional RSO

Regards,

Feifei Qiu | MSFT PM

2

RSO - Aggregate Total Work Orders Scheduled, Total Work Orders Modified, Total Travel Time on Scheduling Optimization Requests and Show in grid on Scheduling Optimization Schedule form

Would be useful to display this data in the grid to compare subsequent iterations of RSO executions. Ideally, would be useful to be able to roll back to a specific iteration of the RSO if a subsequent iteration results in fewer Work Order Scheduled or more total Travel Time than a prior iterat...

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1 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Completed
Ideas Administrator

Thanks Boris for the feedback, yes , this is part of what if analysis scenario we are planning for future roadmap: more analytical statistic to show # of work order, # of travel time, # of working hours etc optimized for specific RSO run, and with the capability to compare multiple runs and rollback if subsequent run doesn't satisfy business goal 

1

Adding Offset handling for the RSO

At our customer scenario there is a need that technician is taking time after arriving at the customer location. e.g. a huge power plant where a single machine needs to be maintained. The resource need to walk at the customer location to reach the related asset. In some cases an supervisor is re...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
New
1

RSO to take into account Customer Rating when scheduling

Some customers (key accounts) are considered more important than others. When scheduling two identical work orders (same distances, priority etc) the one for the more important customer needs to take precedence and be given a higher score by RSO. Need the facility to have an account rating aga...

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0 Comments

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Category: Resource Scheduling Optimization (28)

STATUS DETAILS
Needs Votes
Ideas Administrator

Can you model importance of customer as priority of requirement ? then use ' High priority requirement' objective to influence RSO optimization decision ?