Booking rules enabled on Quick Create form
We want to use booking rules on the Quick Create form of the Bookable Resource Booking.
Apparently this is not supported at the moment.
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
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.
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
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
Change default search operator from "Equals" to "Contains"
Hi team,
The default search operator on the list view is “Equals”. There are lots of complains from end user about this, they need to change the operator to “Contains” manually since they can’t enter the whole information to search for most of the time.
Get information f...
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.
&...
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
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 ...
Possibility to manage customized start and end resources locations on specific dates
Ability to manage and specify customized start and end ressources locations on specific dates instead of 'Resource Address' or 'Organizational Unit Address'. It will optimize ressource scheduling in many cases, for example when technicians sleep at the hotel.
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