8

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, ...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
Declined
Ideas 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

7

Required Option for Matrix fields in Inspection Templates

Inspection Templates have the function for Dynamic Matrix Fields, where one field group can contain several columns.

The required option is set on the matrix "header" level.

If the "Required"-Option is being set, the current system behaviour is, that if only one of the defined fi...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
New
7

Add Warranty Management in Field Service

Warranty Management is very common stuff in the Field Service management process, almost every customer who shows great interest in D365 Field Service will require it, hope we can have our 1st party feature coverage for this common but critical management process, after all, our competitor has it...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
Needs Votes
7

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

6

Field Service Scheduling Map must be improved

Field Service Scheduling Map must be improved. It should be more flexible to display the jobs on Map based on Work Order Types in different colors and Icons. Also, the Engineer and Job routes should be shown in different color or lines based on System Status. Time and Distance should be visibl...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
New
6

Email template for Bookable Resource Booking

The table Bookable Resource Booking does not allow the use of email templates, users cannot insert email templates manually, via workflow or flow.


Customers typically need to email the resource name in the email which can only be done at the Bookable Resource Booking level not...

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (152)

STATUS DETAILS
New
6

Quick Successive Image and Document Upload and Multi Image/Document Upload

Business Use Case

Our users are using the app on a daily basis to document works completion on the ground come rain or shine and time is of essence since they have a heavy workload. Currently, when users take and add photos or upload photos/documents, these can only be done one af...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
New
6

Color Code Form Values

Previously in the Resco mobile application, business rules could color code fields on the form based on field value. It would be great to have this functionality in FS, FSM, and Inspections so resources can quickly tell certain values are above or below defined logic.

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
New
6

Specialty Tool Tracking

I have a unique requirement that keeps cropping up - tracking of specialty tools sent to technicians


The scenario is this: The customer has these specialized tools that are required to perform certain jobs. The customer, once it’s realized those tools are required for that job...

Read more...

0 Comments

Read more... 0 Comments

Category: Field Service (152)

STATUS DETAILS
New
6

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Field Service (152)

STATUS DETAILS
Under Review
Ideas Administrator

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