Search bookings from within the schedule board
Many customers face the situation that their customer call and ask about a scheduled service visit (i.e. a booking). Currently they need to open a separate browser tab, navigate to bookings and try to find the booking based on a combination of different fields. Suggestion: Provide an integrate...
Provide time-only field or control to capture time windows in URS
As of today, time window start and end are capture and displayed as date/time fields, which is often confusing for the user. Suggestion: Similar to date-only fields, also provide time-only fields. Workaround could be the ability to only show the time portion of a date/time field in standard vi...
Work Order search on Schedule Board
Ability to search for a work order (by work order number or part thereof) one the schedule board once a booking has been created.
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.
Thanks,
Vinay Nalam,
PM, Microsoft.
Custom date formats
In Field Service it is possible to define a custom date format that is used throughout the system, however, the Schedule board does not seem to pick this up and uses a generic format. In the Nordic region (Sweden in particular) week numbers are very often used as date references than actual da...
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,
Vinay Nalam,
PM, Microsoft.
Rolling territories in resource planning
A company needs Field Agents to work on a territory during a period. The planning is known in advance and workorders can be planned only in on this timeframe. Examples: On week 1, Resource A is covering Territory 1, 3 and 5 / Resource B is covering Territory 2 and 4. On week 2, Resource A is c...
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,
Vinay Nalam,
PM, Microsoft.
URS - For Outlook Integration, add more than just a meeting Subject
Would be very useful to show not only the Booking's Name field in the Outlook Calendar Invite's Subject Field, but also show set the Location field to be the Latitude/Longitude coordinates of the Booking, if available, and set the body of the invite to a multiline description field from the Bo...
Ability to Schedule a 'Service' against multiple Resources @ Once
Find Availability and Schedule a Work Order against multiple Resources (e.g. Person and a Room).
Universal Resource Scheduling / Field Service / Project Service doesn't replace the now deprecated Service Scheduling capability, in that w...
Multi-resource scheduling is now available in the Unified Interface applications of Field Service, here is the documentation for this feature, https://docs.microsoft.com/en-us/dynamics365/customer-engagement/common-scheduler/multi-resource-scheduling-requirement-groups
Also check the new Dynamics 365 for Service Scheduling feature https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/basics-service-service-scheduling
Thanks,
Vinay Nalam,
PM, Microsoft.
[Field Service] Capability to filter "Booking Requirements" with various criteria
As of now, in Schedule Board of Field Service, we can filter "Booking Requirements" only by Name.
It would be nice for customers to have a capability to filter by other columns like "From Date", "Status", etc...
If we have too many Booking Requirements, it would be difficult to find...
Thank you for your feedback, we did review the request. We are not considering the suggestion at this time, as we see that though the Search on the Requirement Panel is only by Requirement Name, but Columns on the Requirement Panel have the filters that you could leverage to filter the requirements by respective Column.
Thanks,
Vinay Nalam
PM, Microsoft
Work route in the map view (schedule board) to be changed and consider the FE realtime location.
Currently the map view in the schedule board is plotting the planned work order based on FE starting location and (address location) and not considering the FE actual location which is misleading.
This should be enhanced to show once work order assigned to FE the route should be calculat...
Apply "normal rounding" rules to Bookings percentage view in Schedule Board: 9,80% is shown as 9% not 10% !!!
Our resource planner, when planning the allocations for their team, use the percentage option. On some allocations, they are requested to book a specific percentage of a resource’s availability, e.g. allocations of admin projects.
Administrator
Hi Alex,
Thank you for great feedback. We have heard about this from different customers, this is in our backlog and more votes would help us priortize this feature.
Thanks,
Vinay Nalam,
PM, Microsoft.