52

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...

Read more...

4 Comments

Read more... 4 Comments

Category: Field Service (120)

STATUS DETAILS
Completed
Ideas 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

38

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...

Read more...

7 Comments

Read more... 7 Comments

Category: Field Service (120)

STATUS DETAILS
Completed
Ideas Administrator

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

31

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.

Read more...

8 Comments

Read more... 8 Comments

Category: Field Service (120)

STATUS DETAILS
Under Review
31

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (120)

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

30

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 ...

Read more...

2 Comments

Read more... 2 Comments

Category: Field Service (120)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

27

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 ...

Read more...

6 Comments

Read more... 6 Comments

Category: Field Service (120)

STATUS DETAILS
Completed
Ideas Administrator
This was shipped as part of field service mobile update and you can see references in this doc - https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-power-app-use#perform-and-record-work
 
23

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.

&...

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (120)

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

22

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (120)

STATUS DETAILS
New
21

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (120)

STATUS DETAILS
New
21

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.

...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (120)

STATUS DETAILS
New