46

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 (36)

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 (36)

STATUS DETAILS
Declined
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.

15

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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2 Comments

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Category: Field Service (36)

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.

15

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

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Category: Field Service (36)

STATUS DETAILS
Under Review
12

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

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Category: Field Service (36)

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

12

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

Read more... 1 Comments

Category: Field Service (36)

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

11

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 (36)

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

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 (36)

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

6

Problem, Cause and Repair

It is common for Field Service organizations to require the tech capture a problem, cause and Repair code on a work order. These codes are then used to rank solutions from highest to lowest probable fix for any give problem. Cause is often then used to determine chargeability or to make recomm...

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1 Comments

Read more... 1 Comments

Category: Field Service (36)

STATUS DETAILS
Needs Votes
Ideas Administrator

We have discussed adding this concept in the past and really like this idea. However, ideally, we would see this get more votes to ensure that this concept has broad appeal before we undertake the work to implement it.

Where incident type is a good way to highlight what the work seems to be, we also see these attributes as a way for a technician to categorize the work once they’ve actually visited the site and classified the true problem. This could subsequently be used for many purposes including assessing for chargeability, incident type analysis, entitlement application, suggested action, and more.

 

Thanks,

Jason Cohen

PM, Microsoft

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 (36)

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.