Field Service Fix: Agreement booking date WO generation
Hi,
When agreement booking dates are being generated, the conversion through the asynchronous MSFT flow doesn't work as stable (one of my customers has after 2 months that 296 booking dates are not transformed to WO's).
This results in the WO's not being generated from t...
Usage Based Maintenance Schedule
So many of our customers repair products based on hours of usage. replace belts at 300 hours, inspect something at 200 hours. We should have the ability to build maint schedules under products or assets which then automatically generate work orders or work order tasks when these Timers are met...
Allow to have differing Incident pattern within a Agreement Booking Setup
Or Field Service customers often ask how to set something like this up: Incident Type A monthly Additionally Inc Type B every quarter Additionally Inc Type C every year So that a yearly maintenance job consists of Inc Type A,B and C but a monthly job contains only A. Another example: If you ha...
Thank you for your feedback. We love this idea.
Interestingly, this is something we've been discussing as part of our roadmap; however, we do not currently have concrete plans to implement it. Anything you can do to get this idea more votes will help us increase the priority of this feature in future planning discussions.
Thanks for sharing,
Jason Cohen
PM - Dynamics 365 Field Service
Validation on invalid Month/Day combinations when filling/updating reccurence setting of the Agreement Booking Setup
When filling in the reccruence on the Agreement Booking you are able to input month day combinations that are not possible.
For example when you selecect every 31st of November a booking date should be generated, the system allows you to apply this...
Set a start and end date for invoicing Agreement invoice products
It would be great that we can provide a start and end date to agreement invoice products so you can make the transaction to: Start invoicing a new product starting on 1st of april, creating the agreement invoiceproduct on the 5th of january for example. We need it to be in the same agreement inv...
Prefered resource & Prefered Start Time is missleading naming on agreement booking setup
On the agreement booking setup we can set a prefered resource and a prefered start time. The naming for those fields leads me and the users to think that the system will be smart and schedule the order around the start time you set when the technician is free to do work. This is specially conf...
Create Agreement Templates for Rapid Agreement creation
We have many clients that have recurring work that is high-volume, low-complexity. As such, setting up the work needs to be as rapid as possible, and making an agreement from scratch is painfully slow and prone to error, even when coming from the quoting process. Having an agreement template th...
Thanks, Wayne, and sorry for the slow response on this.
I think this is a great idea which we've seen implemented in various ways successfully for different customers. That said, we know we need to do more to make the Agreement creation process easier and more usable and we welcome your feedback.
As for a specific agreement template process, we'd like to give this more time to see how the community responds to this concept.
In the meantime, one way this can be nearly acheived using largely out-of-the-box functionality is through the "Agreement Copy" functionality which allows you to copy an Agreement (and Agreement sub-records).
Thanks for raising this,
Jason Cohen
PM, Dynamics 365 Field Service
Copying Agreement of Recurring Schedule
Hi Gregg,
Yes, this is issue that I highlighted in below. As your product allowed user to update such as duration(1year) /start/end date in new agreement, but new agreement booking set up backend cal...
Send notifications to admins when workflows/async jobs fail
Please consider implementing a feature where admins can receive an email notification anytime an async workflow/system job fails.
Monitoring and Alerting when record auto-generation fails in agreements
I think the system should alert a user when an agreement fails to generate an invoice, work order or booking as configured by recurrence. It would also be useful to be able to report on what records are expected to be auto-generated to compare with actual records auto-generated.
Administrator
Thank you for your feedback. We think this idea has merit.
We need some more details to understand this suggestion better:
Obviously, we would want such a feature to be useful and not another manual task. We're eager to see what kind of votes this gets.
Sincerely,
PM, Jason Cohen
Microsoft.