1

Dynamics 365 Field service Technician dashboard Per customer visits Per work order visits Per geographical visits Per line of business visits

Wish we future feature the option to easily dashboard visits per: customer, work order, per geographical location, per line of business. Not featuring the option to easily dashboard technician, inspector visits, se may potentially dashboard, inquiry or report conventionally, or through excel wit...

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Category: Field Service (80)

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Needs Votes
1

Dynamics 365 Field service technician presentation expected steps summary by durations

Future featuring the potential option to include the expected summary of technician step summary by time length or expected duration maybe optimum. Not featuring expectations from a presentation encryption/unencryption, we may not be delivering expectations to our consumers or customers on regar...

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Category: Field Service (80)

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Needs Votes
1

Dynamics 365 Field Service Customer encrypted Technician Presentation ID

Future featuring technical presentation ID customer encryption/unencription maybe ideal optimum. Not featuring encryption technician ID with option to be unencrypted by the customer, consumers or clients may only be based on physical ID, rather then skills, experience, show up appearances, proje...

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Category: Field Service (80)

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Needs Votes
1

Dynamics 365 Field service asset management evidence and facts library

Future potentially featuring evidence and fact library within asset management, supply chain and potentially future fixed asset main records maybe helpful for purpose of potential eligible transfers to Dynamics 365 Guides and/or production evaluation BOMs.

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Category: Field Service (80)

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1

Dynamics 365 Field Service technician resource endorsement tracking

Future tracking technician resource endorsement maybe potentially optimum for purpose of potential future reference or potential commissions. Not featuring endorsements on technicians, we may not be better prepared for dashboards, commissions, referrals, networking, etc...

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Category: Field Service (80)

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Needs Votes
1

Enable Post Configuration Rules for Bookable Resource Bookings

Posts allow us to generate a notification and create items on the timeline. It makes sense to be able to automatically add changes to the timeline for Bookable Resource Bookings to enable a simple, effective tracking of a booking's history, yet you cannot enable Post Configuration Rules for this ...

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Category: Field Service (80)

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Needs Votes
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 (80)

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Needs Votes
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 (80)

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Needs Votes
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 (80)

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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 (80)

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