10

Improve work hour management, consider introducing shifts

The current working hour management does not provide enough flexibility. Requirements such as bi-weekly schedules can only be achieved through the API at the moment. Suggestion: Improve work hour administration. Ask to the community: Please add comments with your specific requirements. In addi...

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5 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

That's a great idea, Alex!

We started to think about the Shift and Roster management in the Resource Scheduling, it is in our backlog for now with no timeline, more votes would definitely help us prioritize this idea.  

Sincerely,

Vinay Nalam,

PM, Microsoft.

10

[Field Service] Ability to set change default view of Schedule Board

When you open Schedule Board of Field Service, you will see two types of default view depends on how to reach Schedule Board.
There is no feature to set default view.

1. Open [Work Order] -> Click [BOOK]

Horizontal View
Schedule Assistant View <-default
Ver...

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

The Schedule Board (Field Service -> Schedule Board) and Schedule Assistant  (Work Order -> Book) behave differently based on the scenario you are trying to accomplish. The view on the Schedule Board is remembered and is presented with the same view when accessed the next time. however, when using Schedule Assistant, the duration/Search Start/Search End fields on the Requirement/Work Order determines the View (Hours/Days/Weeks/Months). 

I hope that answers your question.   

Sincerely,

Vinay,

PM, Microsoft.

9

Set a Resource Calendar by API

Right now to set a Resource Bookable calendar, you are able to click manually in the "Set Calendar" button that exists in the Bookable Resource entity. But if you need to perform this operation automaticly when the Resource is created to set other default calendar, you are not able because this o...

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Diego, 

Thank you for your feedback, this is a good idea, however, this is currently not on our roadmap. But, if we recieve more votes on this idea, we would definitely consider adding it to our roadmap. 

Thanks,

Vinay Nalam, 

PM, Microsoft

9

Schedule board pop-up window alignment

Upon clicking "Book" button from within a Work Order, a schedule board window appears in a separate pop-up window. This additional window is often off the screen (depending on the monitor size and resolution but noticeably on a standard 13-inch laptop screens) requiring it to be dragged to the...

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Daniel,  

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Thanks,

Vinay Nalam,

PM, Microsoft.

9

Ability to apply JavaScript to Requirement Panels views on the Schedule Board

It would be great if we could apply JavaScript to the views applied to the requirements panel. Normal Dynamics views are able to be colour coded etc by using JavaScript. It would be nice if views enabled on the Schedule Board applied the same JavaScript.

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Thomas, Thank you for your feedback!

It is a good idea, not something in our roadmap; however, we will track it and triage it. More votes would definitely help us push this idea through.

Thanks,

Vinay Nalam,

PM, Microsoft.

9

Field Service - Time Off Request removal

When a Time Off Request is created, it makes Working Hours become Non-Working Hours. There appears to be no easy way to restore the Time Off Request's hours from Non-Working to Working in case of a change of plans. For example, consider the case of a Personal Time Off (PTO) day, or a Doctor's ...

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2 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Boris, thank you for your feedback, it is a great idea! The current design of Time Off request has this limitation due to the way how time off requests are stored via Calendar rules. We will consider this request for the calendar improvement effort, more votes would definitely help prioritizing this ask. You definitely already know this, but for others on this thread, as a workaround, you could leverage a custom entity to track the Time-Off as a booking to block time and could be also easily cancelled.

 

Thanks,

Vinay Nalam,

PM, Microsoft.

9

Enable Schedule Board on Unified Interface apps

Applies to all Dynamics 365 Customer Engagement Unified Interface apps. Please enable Schedule Board on UI apps so that it can be accessed and used from any UI app. Customizers should be able to bring the Schedule Board on a custom UI app and it should be readily available especially on the FS...

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

8

Editable filter in the scheduling board list view

Currently the filter is not configurable, it can only filter by client name. It would be great that we can configure the filtering criteria.

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1 Comments

Read more... 1 Comments

Category: Universal Resource Scheduling (174)

STATUS DETAILS
Declined
Ideas Administrator

Hi Jackie, Thank you for your feedback!

Resource Search field is to do basic filtering by the Resource name, however, for making extensible changes to Resource Filtering, please refer to the URS documentation page, https://aka.ms/urs-docs

Thanks,

Vinay Nalam,

PM, Microsoft.

8

[Schedule Board] Allow booking creation on a specific time from the days/weeks view

Currently it's only possible to create a booking on a specific start time from the hourly view. It would be benificial if we could indicate a specific time for a booking as well from the days and week view. At the moment you will have to switch to the hourly view to set a specific start time o...

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Erik,

That is a great suggestion! 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.

8

Field Service : apply a work hour Template to several resources

The functionality exists in PSA. It would be nice to have it in Field Service.

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0 Comments

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Category: Universal Resource Scheduling (174)

STATUS DETAILS
Completed
Ideas Administrator

 Thank you for your feedback. This is already released in the URS area, with a limit of 25 resources at a time. 

 

Sincerely,

Vinay Nalam

PM, Microsoft