Organize Schedule Board tabs
When users/administrators handle a significant number of schedule boards (this gets even worse when using RSO, because that adds boards per RSO scope) they are faced with a long row of tabs and need to scroll left and right to find the respective board. Suggestion: Introduce a 2-level hierachy...
Field Service – ability to show Resources in Activities
You need to check both ‘Schedule Board’ (Field Service) and ‘Appointments’ in CRM to see whether the agent is fully booked or not.
It would be nice if we can integrate those two and show all scheduled Resources and Appointment activities as ‘Appointment&rsq...
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
Smarter schedule board view defaulting (hours/days) defaulting to hours/days view automatically - enhancement
Currently the variable that drives whether the Scheduling Assistant opens on the hours or days view is the duration of the work being scheduled. If this duration is greater than 24h, the board defaults to days. Less than 24h and it default to hours. In the scenario where a job is less than 24 ...
Hi Alastor, Thank you for your feedback.
The schedule assistant landing view logic for Hours/Days/Weeks/Months view is on the roadmap. However, landing on Horizontal/List view is an existing setting on the schedule board.
Thanks,
Vinay Nalam,
PM, Microsoft.
Spread schedule board panels across different monitors
Most dispatchers use multiple monitors. It would be beneficial if the different panels (in particular the list of RRs, the map, the Gantt chart) could be detached and placed on different monitors to make perfect use of the available real estate.
Alex, 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.
Confirm changes before saving the schedule board settings
We often see users accidentally changing settings on a schedule board, affecting other user of the same board. Unfortunately even education does not work, as it's not possible to track who did the last changes. Suggestion: Have users confirm that they would like to save the updated settings or...
Thank you for your feedback.
This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Vinay Nalam,
PM, Microsoft.
Filter Ratings based on Proficiency Model
At the moment when you are using the Schedule board and select a Proficiency Model and then go to select the Ratings it will bring up the ratings for all Proficiency models rather than just the models that have been selected
Hi Mark, Thank you for your feedback.
There is no direct relationship between a Skill/characteristic and Ratings of a Proficiency/Rating model. Could you please provide little more context around your scenario here?
Sincerely,
Vinay Nalam,
PM, Microsoft.
Bookable resources internal versus external
A number of field service organisations have both internal i.e. employees and external i.e. contractors attending to service work orders to either support particular types of calls, geographical regions or to support in peak periods. The Bookable resources entity should indicate whether ...
Hi Robert,
Thank you for submitting the idea. This is a valid idea, and we are considering it for a future release. If this is seen as a need for others please continue to vote on the feature.
Shloma Baum
PM, Microsoft
Start week by MONDAY in the scheduleboard
Not everyone lives in America which means that to some people week starts with mondays and not sundays. Right now the week view of the schedule board shows sunday as the first day, which means if you have a booking monday-sunday (which is a full week in europe), it looks like it overlap to next...
Ability to apply advanced find like filters on columns in the "Requirements Panel"
On the "Requirements Panel" on the Schedule Board a user can click on the drop down menu on a column and select Filter to apply a key word filter against the column. Our customer would like to be able to apply more complex filters like those found in Advanced Find.
Hi Kunihiko, Thank you for your feedback.
We need some more details to understand your suggestion better. Can you please help us by answering the following questions?
1. What are the exact filters that you are looking for ?
2. Also did you know that the Requirement panels are backed by the Requirement entty views ? These are supported from the same fetchXML as the advanced find views, however, they are not the same. If you look at the Entity grid views, you wouldn't see the advanced filtering like Advanced find does.
Thanks,
Vinay Nalam,
PM, Microsoft.
Ability to specify wildcards in the column filter on the "Requirements Panel"
On the "Requirements Panel" on the schedule board a user can select the drop down menu next to a column and select filter. The customer would like to be able to specific wildcard characters in this text filter. For instance they may want to search for "Test*050" to match the first two records ...
Hi Kunihiko, 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.
Administrator
Thank you for your feedback. Just a quick update on this ask, we completed this feature as part of the next gen schedule board experience in April 2020 rekease.
Please refer to the following link for more information:
Thanks,
Vinay Nalam,
PM, Microsoft.