1

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....

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Category: Field Service (47)

STATUS DETAILS
New
1

Intimation about FS and Sales Upgrade

We would like to have process/intimation about FS/Sales upgrade. We use to receive emails sometimes about the upgrade/sometimes through Message center but its good have a definite process for the same. And also every time we need to keep eye on MS page to get know about what are all the new feat...

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Category: Field Service (47)

STATUS DETAILS
New
1

Field Service Schedule -Quick Book Form

We are using Field Service Scheduling for Booking Appointments with our Associates. Instead of using the scheduling assistant which is quite complex for our associates , we decided to use the simplified version for booking. Henceforth we went with route of enabling Quick Book Form for our users. ...

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Category: Field Service (47)

STATUS DETAILS
New
1

Field Service Upgrade

We are receiving many upgrades recently for FS. Is it mandatory to upgrade every FS upgrade by testing and upgrading from test environment? Will it affect the customization of the system for every upgrade? And we receive very occasionally email notification to upgrade?

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Category: Field Service (47)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for reaching out, Dineshkumar. While this doesn't seem like an idea, this does sound like you have some important questions that need to be answered about some of our upgrade policies.

In general, the Field Service solution now upgrades automatically on a roughly monthly basis. The detailed schedule for the upgrade and notes on each release can be found here: https://docs.microsoft.com/dynamics365/field-service/version-history

Environments on FS v8.8.6 or higher are eligible for these automatic updates. We are in the process of pushing all customers on a version below this to get upgraded, immediately. For customers that do not upgrade, between now and the end of November, we are conducting Microsoft automatic upgrades. For this one-time larger upgrade, there is a much higher likelihood for customer disruption if they do not conduct this upgrade on their own.

There is a little bit more information about our upgrade messaging here: https://docs.microsoft.com/dynamics365/field-service/troubleshoot-faq#why-did-i-receive-an-email-or-message-center-notification-about-a-field-service-update

Finally, if you still have questions, I'd encourage you to closely read these messages as they should have all the information I've shared above and much more. If you still have questions, please raise a support request and we'd be happy to help you and your organization navigate this process.

The main thing to know are:

- If you are on a Field Service version below 8.8.6, you should plan to get upgraded, immediately.
- If you are on a Field Service version 8.8.6 and above, unless you are in one of our special regions (like the Government Community Cloud), you are already being automatically upgraded.
  - Special regions will also begin being automatically upgraded but the timeline for this effort is slightly behind our standard commercial regions.

Thank you,
Jason Cohen
PM, Dynamics 365 Field Service

1

[Field Service] Ability to create WO from Quote and Order

In Field Service, B2B Scenarios, it is very much possible that a Technician finds a part needs to be replace and B2B , usually, follows a requisition process for procuring the same which take a standard sales life cycle.
In such scenarios, an opportunity is created and nurtured through Q...

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Category: Field Service (47)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

Unfortunately, at this time, we are not considering this suggestion.

We currently allow Work Order creation from Opportunities. Further, we allow significant Field Service sales functionality to drive FS sales scenarios. Unfortunately, we see this functionality is under-utilized and don't think it makes sense to invest in these use-cases further for the forseeable future.

It is possible that we will revisit these areas, eventually.

We do think this is a valid scenario and we encourage you to enable this with custom logic to support your and your customers' scenarios.

Thank you,
Jason Cohen
PM, Dynamics 365 Field Service

1

Geofencing on Territories and Territories Grouping

Geofencing on Territories is highly desirable for the businesses who wants to provide work under different SLA’s for a specified territory. Updating work order statuses when within a certain radius of the Territory or Territories (currently tide up with customer location e.g. Service Acc...

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We like the idea of creating a control to allow users to draw territory boundaries. This is something we looked into in the past.

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.

Thanks for sharing. Keep the ideas coming.

Jason Cohen
PM, Dynamics 365 Field Service

1

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 (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Since it is possible to apply an SLA to Work Orders and display whether that SLA is active, succeeded or failed, we assume you want something slightly different. We'd love to better understand the need. Can you please share more details about this concept including a possible example scenario that highlights the ask?

Thank you,
Jason Cohen
PM, Dynamics 365 Field Service

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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Category: Field Service (47)

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

D365 CE Portals - Hours of Operation and Volunteer/Employee Self Scheduling

Need a way in D365 CE/Portals for pre-approved portal users/volunteers to see available openings/schedules for different job roles (like doctor, nurse, etc.), that they have been approved for, for multiple locations (i.e. free clinics in four different cities with different hours of operation)...

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
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,
Jason Cohen
PM, Dynamics 365 Field Service

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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Category: Field Service (47)

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