43

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 ...

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4 Comments

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Category: Field Service (27)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Jason Cohen

PM, Microsoft

17

Ability to show [Save & Close] button for Booking Recurrence (Monthly) on IE browsers

Unlike Google Chrome and Firefox, Internet Explore does not display [Save & Close] button on a form when setting Booking Recurrence for Monthly in the Field Service solution.

The button cannot be displayed or been cut off from the form.  <...

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1 Comments

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Category: Field Service (27)

STATUS DETAILS
Rejected
Ideas Administrator

Thank you for reaching out. We expect our product to work on all supported browsers. If true, your suggestion seems to be a product bug.

Please reach out to the relevant support channels to evaluate whether this is a bug or a local issue. Thanks for sharing and please keep your ideas coming.

Sincerely,

PM, Jason Cohen

Microsoft.

13

Icon depicting the hierarchy chart of a customer asset

In classic Web UI it was possible to add an icon depicting the hierarchy chart of a customer asset structure. This way it was pretty obvious for a user to see if a customer asset had sub-assets and could be viewed in a hierarchy. In the new UI, the hierarchy is still available, but the icon in...

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0 Comments

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Category: Field Service (27)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We think this is a great idea. If this gets more votes, we'll likely add it to the backlog. Ultimately, we are unclear if there are enough implementations of FS that track assets with any significant depth of hierarchy. We agree that for organizations where this is done, this would be valuable; we're simply uncertain how often this occurs.

Thanks for sharing this idea. We really appreciate your thoughts for how to improve the product.

Sincerely,

Jason Cohen

PM, Microsoft.

12

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 ...

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5 Comments

Read more... 5 Comments

Category: Field Service (27)

STATUS DETAILS
Under Review
11

Field Service -Create work orders from a case with different currency

A work order can be automatically created from a case but the record needs to have the same currency as the base currency. It should be okay to have any currencies.

&...

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1 Comments

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Category: Field Service (27)

STATUS DETAILS
Under Review
Ideas Administrator

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

10

Field Service – ability to show Resources in Activities

You need to check both ‘Schedule Board’ (Field Service) and ‘Appointments’ in CRM to see whether the agent is fully booked or not.

It would be nice if we can integrate those two and show all scheduled Resources and Appointment activities as ‘Appointment&rsq...

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0 Comments

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Category: Field Service (27)

STATUS DETAILS
Under Review
Ideas Administrator

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

9

Ability to display ‘Field Service’ menu in Dynamics CRM for Outlook

On the left navigation pane in Dynamics CRM for Outlook, there are Sales, Service and Marketing menu are already displayed.

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0 Comments

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Category: Field Service (27)

STATUS DETAILS
Under Review
Ideas Administrator

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

8

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.

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1 Comments

Read more... 1 Comments

Category: Field Service (27)

STATUS DETAILS
Under Review
Ideas Administrator

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

7

Schedule board to have a functionality to crop weekends out of the view

To have a setting on the schedule board to crop weekends out of the view - for example we know we don't work on Sundays - why to show it on the board? Currently not possible. To have a setting to show weeks numbers on the view. Currently not possible.

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0 Comments

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Category: Field Service (27)

STATUS DETAILS
New
6

Field Service Agreement to cover customer equipment

A number of organisations have Field Service requirement require service agreements to specify the customer equipment which is under the scope of the agreement.  For example, the Field Service department provides break/fix for customer assets such as cars, computer equipment, facilities e...

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1 Comments

Read more... 1 Comments

Category: Field Service (27)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released portions of this Idea as part of the functionality in our Field Service SLA and Field Service Entitlement feature in Field Service v8.x. It isn't tied specifically to an Agreement but we see Agreement, Entitlement, and SLA as parts of the overall Entitlement story within Field Service.

Field Service SLA connects the long-standing SLA feature with the Field Service scheduling logic to drive Arrival time SLA scenarios. We don't yet attempt to auto-apply SLAs based on customer conditions but would welcome new ideas on how this logic should be universally driven in a way that would meet the needs of all customers using the feature. For now, we would rely on customer-specific logic or manual application. Please refer to the following link for more information: 

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/sla-work-orders

Field Service Entitlements enables entitlement creation against a Work Order and allows an organization to drive specific pricing logic at the Work Order Product/Service level based on the way the entitlement applies to a given work order. We expect that this initial implementation of Entitlement satisfies a significant portion of your ask and would love new ideas to understand how we might improve it further. The detailed documentation for this feature is coming soon; when it is delivered it will be posted in our Docs. 

Thanks for sharing this great idea and please keep your ideas coming.

 

Sincerely,

Jason Cohen

PM, Microsoft.