3

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 (47)

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

3

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.

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Category: Field Service (47)

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

3

Prevent PO creation overwriting address fields

When a PO form is opened, an onLoad script copies the work order service location address into the PO. In our use case, we want to specify the address in the PO address fields. Unfo...

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Category: Field Service (47)

STATUS DETAILS
Completed
Ideas Administrator

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

2

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...

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Category: Field Service (47)

STATUS DETAILS
Declined
Ideas Administrator

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

2

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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Category: Field Service (47)

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.

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 (47)

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

Personal views on Schedule Board

Our customer works with a lot of dispatches. Each dispatcher has their own group of requirements (based on i.e. Territory or Resource groups). These dispatchers would like to set up their on personal Schedule Board with their pre-filled Requirement views. Currently they cannot do that, because: ...

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Category: Field Service (47)

STATUS DETAILS
New
1

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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Category: Field Service (47)

STATUS DETAILS
New
1

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...

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Category: Field Service (47)

STATUS DETAILS
New
1

Schedule board map customization

On the Schedule board's map view I can see the location of the resources, requirements, bookings. I would like to make visible a custom entity on the Schedule board map. This should be always visible without connecting a requirement to it.

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Category: Field Service (47)

STATUS DETAILS
New