2

Agreement Booking Setup's Recurrence Settings to draw from Entity Fields

Currently, the only fields the Agreement Booking Setups default to are the Start Date and End Date of the parent Agreement Entity. The other fields: Recurrence Patterns and Range of Recurrence (except Start Date) all have to be entered manually on each Agreement Booking Setup. (and Recurrence ...

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Category: Field Service (36)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We really like this idea. We are doing work in some related areas and may take the opportunity to look at some of this, depending on complexity.

At the moment, by itself, this is not currently in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Thanks, Boris.

Jason Cohen
PM, Microsoft

2

Alert for customer when technician reached Site

Hello,

Now days people are working on multiple tasks this impacts technician to wait for customer /right customer contact once he reached site. 

In these scenarios , if system triggers alert to customer then he will be ready explain issue or arrange right person to assist te...

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Category: Field Service (36)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time due to the fact that you can create today a workflow that gets triggered on status change of the bookings. In addition we also allow you to integrate with providers like Glympse, that can provide excellent insights to keep the customer up to date on the technicians ETA. Hope this helps.


Sincerely,

Shloma Baum

PM, Microsoft

1

Schedule Board - Starting a Booking Late

Currently if a resource starts a booking early the Schedule Board reflects the Start and End Time that actually occurred however if a resource starts a booking late the behaviour is different in that the Start Date of the booking is not updated. What I would like to see is the option to have t...

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1 Comments

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Category: Field Service (36)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for your feedback.

We don't think it would be appropriate to implement this suggestion.

As you suggest, if a booking is changed to In Progress, we can reasonably assume that the booking needs to move forward to show the start as the moment the booking was updated to In Progress. A booking cannot be In Progress in the future.

However, the same cannot be reasonably assumed in the reverse. If it is now, 10:00am and a booking was scheduled to start at 9:45am, when a schedule board user marks the booking as In Progress, perhaps they are simply doing it on behalf of the field resource who arrived on time but could not update their booking for whatever reason. In this case, it did start at 9:45am. A booking could have been actually begin before the moment it is being updated on the schedule board. From the schedule board, you can always change the time to the accurate time.

I hope this makes sense. Feel free to raise another idea if you think there are scenarios where this explanation does not make sense. If you do, please provide details.

 

Thank you,

Jason Cohen

PM, Microsoft

1

Customer Asset - Historical Records

Customer Assets may change over time. They may be upgraded and become a different product, other field may change, they could move accounts so their external id changes etc. Currently if you look at any Work Order/Incident, it shows you the current asset data. So if you look at an old call and...

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0 Comments

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Category: Field Service (36)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time:

  • We don't believe this is a common ask.
  • The concept of Asset history may make sense but the idea that we would preserve the asset state against each work order/work order incident at the time of creation is not something we're currently considering. We're concerned that this would lead to unnecessary data duplication, mobile sync complications, and potentially undermines the value of the relational database upon which the system is built. 
  • If the asset is replaced with another product, is it the same asset or was one asset retired and replaced? We think different organizations may answer this question differently. If we can offer functionality that will serve the majority case, it may make sense to revisit.

Thank you for sharing your idea. While we don't think we will move forward with this one, we hope you aren't discouraged from raising ideas in the future.

Sincerely,

PM, Jason Cohen

Microsoft.

1

Natively adding more to the Warehouse

OOTB warehouse is very bare. It would be nice to have a some native subgrids on warehouse showing related inventory & vice versus on the product record showing related warehouses and quantity.

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0 Comments

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Category: Field Service (36)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we think this is a good idea and a reasonable suggestion. We are tracking it and if we get more feedback and votes, we will consider it in the future.

Sincerely,

Jason Cohen

PM, Microsoft

1

BUG: Field Service JS library not being added to Opportunity Form Libraries

I deployed Field Service 7.3.0.123 to two v9.0 organisations. In both cases I got a JavaScript error when opening up the main "Opportunity" form, for a new or existing Opportunity.

The reason is as follows:

On the main Opportunity form, FS.Opportunity.Library.Load has been added ...

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2 Comments

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Category: Field Service (36)

STATUS DETAILS
Under Review
Ideas Administrator

Hi John,

We are reviewing this issue, will let you know if able to repro or not. 

Regards,

Feifei Qiu | MSFT PM 

0

An option to set a frame for singature fields

The borders of signature fields are hard to identify, since those fields do not have frames.

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Category: Field Service (36)

STATUS DETAILS
New
0

Deleting appointments from Outlook does not remove it from Dynamics if deleted by user/team who is not the owner of the appointment

Deleting appointments from Outlook does not remove it from Dynamics if deleted by user who is not the owner of the appointment. Repro steps : - Create an outlook entry Unavaliable - Holiday and set the category as tracked to Dynamics - Wait for the appointment to feed into Dynamics Schedule boar...

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0 Comments

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Category: Field Service (36)

STATUS DETAILS
New
0

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 the...

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0 Comments

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Category: Field Service (36)

STATUS DETAILS
New
0

Display SLA and Customer Service Schedule on form

Important information are maintained within the SLA and the Customer Service Schedule. But it is not possible to display these information on the form of the interface. It should be possible to create Quick Views for that. If you would like to print some necessary information for a customer it ...

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Category: Field Service (36)

STATUS DETAILS
New