Field Service - Service cannot be added via Product’s View
Products are categorized into Service, Inventory and Non-Inventory.
When you need to add services tasks to the Work order, you will go to the Service Tasks section and click + Add Work Order Service Task record.
In the product’s View, when you click + to open a new window, ...
Negative Line items on Purchase Orders and Sales Orders
Purchase Order integration - does this allow for negative purchase orders? In FO they use negative PO lines or a PO with a specific type to allow for parts to be returned. Currently there is logic with Field Service that prevents us from accepting those negative lines. CDS but Dual Write cannot...
Retrieve required work order skills from entities other than incident type (e.g. asset, product, customer)
OOTB the work order skills are populated based on the incident type. However multiple customers have explained situations where they would like to specify required skills also on the account (e.g. entry certificate), customer asset (e.g. for highly-customized assets) or product (instead of bui...
Thanks, Alexander.
I really like this idea and will begin to look into it further; however, if this gets more votes, it will be easier to justify prioritizing this idea.
Thank you for your insight,
Jason Cohen
PM, Dynamics 365 Field Service
Alternate Mapping of Bing Maps 'Neighborhood' Field to the D365 'Address: City' Field
In Australia and perhaps other countries around the world, address standard include the 'Neighborhood' field from Bing Maps, not the 'City' field. For example, Adelaide in South Australia has a population of 1+ million and covers hundreds of square miles. Addresses are NOT written as: 1 George...
Thank you for your feedback.
Currently, we're working with Bing to see how this can be accomplished. We are aware of this ask and are tracking it. If we get positive feedback from Bing, we'd like to consider it in the future.
Sincerely,
Jason Cohen
PM, Microsoft
Cycle Count Process
In order to manage inventory a user should be able to complete a stock count process. Allow for randomization and set thresholds to encourage appropriate inventory management.
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
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 ...
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
Prevent PO creation overwriting address fields
Thank you for your feedback.
We released this change. The system should now only populate this value if there is not an existing value present.
Thanks again for your great feedback and our apologies for not updating this Idea more promptly.
Jason Cohen
PM, Dynamics 365 Field Service
Make Image Controls available in Field Service Mobile
One of the newer controls added to the platform is the Image Control. The Image Control allows for uploading and storing of images in an Attribute, but more importantly the ability to draw and make comments on the pictures. Currently when using the control, the app will display a warning message...
Create booking on Schedule board
From the Bookable Resource Booking list I am able to create booking without selecting any requirement. On the Schedule board I would like to be able to create a booking for a Resouce, ideally by selecting the timeslot, by selecting the Resouce create the Booking whitout entering any requriement....
Total working hours in Time entry
Currently in Time entry we can add total 24 hours for single day. However as per the customer requirement they have one field for working hours and another field for vacation. If for a particular day they have vacation they add 8 hours in vacation field, however if there client has some requireme...
Thanks for raising this idea. Unfortunately, there's not enough information here for us to understand what's realistically being requested.
That said, please feel free to raise this idea again with a little more detail allowing us and the community to give it more consideration.
Thank you,
Jason Cohen
PM, Dynamics 365 Field Service
Administrator
Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: Service Tasks are not meant to enter products, they are meant to track your internal tasks that the technician would need to perform on the job site, acting as a "check-list" for his/her technical actions.
To enter products/services please use the respective entities (Work Order Products and Work Order Service), which is where you would be able to use the CRM Products. For Work Order Products we allow you to enter a CRM product that is tagged as an Inventory or Non-Inventory item, likewise for the Work Order Service entity we only allow using CRM products that are marked "Service" in the field service section.
For further details on how to enter products I would advise consulting the help section of the Dynamics 365 Field Service.
Sincerely,
Shloma Baum
PM, Microsoft