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...
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...
Enable supported Booking Tooltip customization in Interday views (Daily/Weekly/Monthly) for the New Schedule Board, with safe handling for aggregates
Hi Team,
Please check the idea from our valuable customer below:
Problem Statement
Customers need the ability to view configured booking tooltip fields when hovering over bookings in Daily/Weekly/Monthly views. Today, the “Booking tooltips view” setting ...
Field Service Setting to Display Times / Dates in Service Accounts Primary Time Zone
Use a global Field Service Setting to display the times and dates on Bookings, Requirements, and Work Orders (Including Promised Windows) in the Service Account's time zone. Store them in UTC, but convert them based on the Primary Time Zone on the Service Account, NOT the current Users Time Z...
Calendar work cycklus for workers working shift
For people working in service it is common to have a shift pattern/cyklus. For example week1 you work between 8-17, week2 between 15-24 and week3 between 00-08.
There is not a smooth way of doing this in D365 on the resource working calendar since you can only define 1 week w...
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...
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.
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...
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
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...
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.
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