Ability to schedule RSO runs on a particular day of each month
We run monthly RSO jobs to schedule preventative maintenance work and would love to have a way to schedule these runs on a particular day each month, on the 22nd of each month as an example.
Global schedule board view settings
When accessing the schedule board within the work order via the button "book", the default board view settings are not stored.
Every time the user has to change the settings (timezone, etc.) again.
On example is the difference between the time zone in the workorder and the displaye...
Create Bookings based on hours, without exact start and end time
We would like to create Bookings (Bookable Resource Booking) based on hours, without entering an exact start and end time: "Start" and "End" should be date only fields. "Duration" should contain the number of hours. It is important that the work is done on a specific day but it is up to the resou...
Schedule Service Activities with RSO
I think not every company uses Work Orders but Service Activities like in the Customer Service Hub. So it would be great to give the possibility to schedule and optimize Service Activities with RSO
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...
RSO: Dependency between requirements(cross day, cross resource)
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
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...
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
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...
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
Allow delivery of a package to enable scheduling of a resource requirement
Our business ships parts directly to customer's locations. It would help decrease our time to serve if we could enable the scheduling of a resource requirement based on a given shipment's tracking reflecting a delivered status.
Administrator
Thanks Boris for the feedback, this is duplicate feedback as ID0003028, hence close this one.