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 (72)

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

25

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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6 Comments

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Category: Field Service (72)

STATUS DETAILS
Under Review
21

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...

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4 Comments

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Category: Field Service (72)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for raising this from our Yammer conversation and sorry for taking so long to respond to this one. I'm interested to understand if this get votes and, for folks in favor of the idea, I'd love to understand how they think this should best be implemented, and what kinds of scenarios they're trying to enable with this feature.

This is a concept adjacent to some Booking behaviors that we've been considering for some time but it not quite the same so we're looking forward to seeing the feedback on this item.

Thanks,
Jason Cohen
PM - Dynamics 365 Field Service

20

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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2 Comments

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Category: Field Service (72)

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

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

Read more... 2 Comments

Category: Field Service (72)

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

18

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 (72)

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

18

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 (72)

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

17

Multi-select on Schedule board

On the Schedule board I would like to select and drag and drop more than one requirement at the same time.

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0 Comments

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Category: Field Service (72)

STATUS DETAILS
Needs Votes
17

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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1 Comments

Read more... 1 Comments

Category: Field Service (72)

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

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

Read more... 1 Comments

Category: Field Service (72)

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.