Field Service Agreement to cover customer equipment
A number of organisations have Field Service requirement require service agreements to specify the customer equipment which is under the scope of the agreement. For example, the Field Service department provides break/fix for customer assets such as cars, computer equipment, facilities e...
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
Migration tool from Field One Sky to Field Services
Actually many clients are facing the problem to migrate from Field One Sky solution to the Field Services.
In order to solve this problem we need a tool that is able to "transform" and migrate all Field One Sky Data into Field Services.
This will help ALL old clients from Fi...
Thank you for your feedback.
We briefly released such a tool but it was too difficult to use and significantly more complex than expected. Customers and partners would not have been able to navigate the upgrade, unfortunately, so we decommissioned the tool. While I suspect this is not something you continue to need, this will never be made generally available, again.
Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service
Customer specific scheduling/work hours
Different customers works with different work hours in different period of time. Unfortunately, we don't have any work hours that are bounded to the customer. We do have Work Hours template that can be attached to a customer (Service Account) but it doesn't define the customer's operating hour...
Stability in licensing changes
The licensing system is currently changing too often and too fast, so we hope that the product team considers stability a top priority.
The idea here is that MS should inform customers or partners via email whenever there is any change in licenses that they are currently subsc...
Ability to Dock and Undock panels on the Schedule Board
Users would like to configure the layout of the schedule board by undocking the panels and moving them to different screens or arranging them in a different order to suit the user. Currently users are opening multiple versions of the schedule board across different screens whilst adjusting th...
Time Entry Compatibility - Project Operations and Field Service
Request is to make time entry compatible when Field Service and Project Service are installed in the same instance. For example, the control for the booking import functionality is from Project Service and is not compatible with Field Service even though it is available from the Field Service Ap...
Performance Improvement for Functional Location Tree Load
Aware this is quite a new feature in Field Service, but often we see customers with complex/large location structure. Imagine a technician servicing an equipment/asset at an hospital or a prison, which will have multiple buildings, floors and 100s of units and more. Currently, the moment the num...
Sync Timeline Between Booking Work Order And Case/Opportunity
I would like the option to sync the timeline between all related entities i've managed to customise it so that activities' such as an email or phone call sync between work order and opportunity but i was told its not currently supported to sync everything between the 2 or sync anything between bo...
Extend timeout for synching videos due to large size
When our customers using Resco to sync their video from the mobile app to Dynamics 365, if the sync time exceeds 3 minutes, they will receive a timeout error message. Please extend the timeout more to let our customers upload their large files into Dynamics.
Administrator
Thank you for your feedback.
We released portions of this Idea as part of the functionality in our Field Service SLA and Field Service Entitlement feature in Field Service v8.x. It isn't tied specifically to an Agreement but we see Agreement, Entitlement, and SLA as parts of the overall Entitlement story within Field Service.
Field Service SLA connects the long-standing SLA feature with the Field Service scheduling logic to drive Arrival time SLA scenarios. We don't yet attempt to auto-apply SLAs based on customer conditions but would welcome new ideas on how this logic should be universally driven in a way that would meet the needs of all customers using the feature. For now, we would rely on customer-specific logic or manual application. Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/sla-work-orders
Field Service Entitlements enables entitlement creation against a Work Order and allows an organization to drive specific pricing logic at the Work Order Product/Service level based on the way the entitlement applies to a given work order. We expect that this initial implementation of Entitlement satisfies a significant portion of your ask and would love new ideas to understand how we might improve it further. The detailed documentation for this feature is coming soon; when it is delivered it will be posted in our Docs.
Thanks for sharing this great idea and please keep your ideas coming.
Sincerely,
Jason Cohen
PM, Microsoft.