50

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 (38)

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 (38)

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.

16

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

Read more... 2 Comments

Category: Field Service (38)

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.

16

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 (38)

STATUS DETAILS
Under Review
15

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 (38)

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

13

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 (38)

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

13

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 (38)

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

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 (38)

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 (38)

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

Editable filter in the scheduling board list view

Currently the filter is not configurable, it can only filter by client name. It would be great that we can configure the filtering criteria.

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1 Comments

Read more... 1 Comments

Category: Field Service (38)

STATUS DETAILS
New