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...

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4 Comments

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Category: Field Service (44)

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

21

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 (44)

STATUS DETAILS
Under Review
18

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 (44)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

The platform released this feature as part of the functionality in October 2019.

Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service

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 (44)

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.

17

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 (44)

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

16

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 (44)

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

15

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" ...

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0 Comments

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Category: Field Service (44)

STATUS DETAILS
Under Review
Ideas Administrator

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

12

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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2 Comments

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Category: Field Service (44)

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

11

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 (44)

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

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 ...

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0 Comments

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Category: Field Service (44)

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