Provide work hour and expense recording in Field Service. (Same like in PSA.)
PSA provides a great work hour and expense recording tool for resources.
A lot of customers are asking for the same functionality in Field Service!
We use the same resource entities, schedule Board in both products. Why it is not possible to record work hours and expenses re...
Toggle for "Update End Time" (Y/N) on the Booking Status
The current design of the BRB entity Booking Status updating the End Date/Time impacts our situation of wanting to complete a Booking with the Scheduled End Date/Time values. Currently when you complete a booking, it over-writes the End Date/Time value with a current datestamps Suggestion raised...
Thanks again for raising this item. We've implemented the most critical part of this feedback. Our new default behavior is that when a user updates a booking status to “Completed” on behalf of an assigned resource, the booking’s end time will be preserved and the end-time will not update to the current time stamp.
Complete bookings while preserving end time
Thanks,
Jason Cohen & Valerie Horvath
PMs - Dynamics 365 Field Service
Track serialized inventory
Allow for products to be serialized or non-serialized. If serialized inventory be able to track serial numbers. Logic to ensure inventory does not go negative and serial quantity is appropriate.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Shloma Baum
PM, Microsoft
Create Work Order from "won" Quote - copying Quotelines into the Work Order
Service employees more often use Opportunities and Quotes to directly sell Services. Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.
Asset maintenance calendar/report
In particular in Discrete Manufacturing, lots of preventative maintenance work orders are created. Many customers have been asked for a way to visualize assets and the associate (PM) work orders, either as a calendar or as a Gantt chart. This is also helpful when you have a number of asset at ...
This is a concept that we like a lot. This is something we've begun to look into but we'd love to see this idea get more votes to confirm our thinking, as well. We may also reach out to better understand the kinds of scenarios where you think this will be used.
Thanks,
Jason Cohen
PM, Microsoft
Add Two-Option field to Service Task entity to indocate completed
Most organizations consider work order service tasks as either complete, on not complete, which would be better represented by a two-option field as opposed to a percentage.
Add a two-option field to the Work Order Service Task entity and set the percentage field to 100 when the value ...
Request for the configuration from the Default schedule board to be saved for the Schedule assistance in Field service
When user is making changes on the default schedule board, the same setting will not be carries over to the schedule assistance's schedule board.
Please help to make the necessarily change to this feature so that the setting can be carries over for the schedule assistance.
Schedule assist should only return distinct resource groupings when "Results per interval" is increased
For requirement group jobs the Schedule Assistant returns the same group of resources multiple times where they are capable of completing one or more of the resource requirements within the group when the "Results per interval" is increased >1.
For example the following combinations woul...
Picking Cases from Queue auto opens the case. This action should be configurable
When a Contact Center agent picks multiple cases from the queue, the Cases all auto open in new tabs in the Workspace...
The auto open is OK if they just pick one case, as they would normally want to then open this single case to work on.
...
Request to add "Set Recurrence" feature in "Time Off Request" form
Current Design ============= - Current out of the box design doesn’t have a recurrence feature in the "Time Off Request" form side - Business (end users) perspective, there would be already arranged daily or weekly meetings - In that case, end users should create this "Time Off Request" ...
Thanks for your feedback.
Can you please help us understand how this would be different than simply modifying the users' hours or having a work hours template that can be applied to define recurring times where the user is not working? It sounds like you're saying that the user is out on a recurring basis and unavailable from working hours. If so, it sounds like modifying the work hours calendar would give you the desired results.
If that's not a valid approach, I'd love to better understand the details to make sure I grasp the underlying need for a recurring Time Off Request.
Thank you,
Jason Cohen
PM, Microsoft
Administrator
Thank you for your feedback.
The Field Service Time Entries capability is in Early Access, now, and will be GA as of April 2020. We're excited for the feature and hope it meets your needs.
At this time, we do not plan to implement Expense functionality.
Time Entry documentation: https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-time-entry
Jason Cohen
PM, Dynamics 365 Field Service