17

Fields Service cannot search resources if ‘Ignore Travel Time’ is not checked

Go to Field Service > Work Orders > SCHEDULE ASSISTANT on the ribbon.

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Declined
Ideas Administrator

This seems to be a bug, that got fixed a while ago. It doesn't reproduce in the latest versions of the solutions. In case you still see this issue, please raise a Support Request for the Engineering team to investigate this issue. 

 

Thanks,

Vinay Nalam, 

PM,

Microsoft 

16

Impact planned workorders in case of time off

Whe you have booked a resource requirement for a resource and last minute the resource calls sick for a certain period, you will put in the calendar of the resource. At this moment you can not see which resource requirement bookings are impacted because of the fact that the resource is not avail...

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Needs Votes
16

Book multiple resources for the same requirement (via multi-select on the Schedule Board)

It is possible today in Field Service to create Requirement records with child Requirement Details. This allows planners who operate within a set of working-hour constraints (defined on the Work Calendar) to book multiple Resources across multiple Days for a single requirement, which is a mass...

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Andrew,

Thank you for your feedback. We need some more details to understand your suggestion better. You are right in your assumption, when a work order is created the Primary Requirement created with out an allocation method, which is why no Requirement details records are generated. However, it once the primary requirement of the work order is created, the Requirement details creation is still supported by creating new ones in associated 'Requirement Details' grid view or Specify Pattern itself. 

Thanks,

Vinay Nalam,

PM, Microsoft

15

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.

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1 Comments

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Under Review
Ideas Administrator

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.

15

Allow resources to travel before work hours start or after they end

Especially in urban areas, there is often the requirement to start the first job with the beginning of the work hours. The resource is responsible for traveling there outside working hours. The same at the end of the day. We could define this at resource level, so that the first job of the day...

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Completed
Ideas Administrator

This feature is now available in 2020 Wave 2 Early access for RSO. 

Please find more details at https://docs.microsoft.com/en-us/dynamics365/field-service/rso-travel-outside-working-hours 

 Sincerely,
Vinay Nalam
PM, Microsoft

15

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...

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Under Review
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,

Shloma Baum

PM, Microsoft

14

Enable flexible breaks for the technicians

Scenario: Technicians in the field need to flexible and adapt to the customer. For a dispatcher or the engine (RSO) it is not that easy to plan around the fix breaks, because splitting a work order is not that nice or possible (for RSO). Another point is that you can plan the days more efficiant...

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1 Comments

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Marvin, 

Thank you for submitting this request. Flexible lunch breaks for technicians is something that we added to our product backlog, but we do not have a timeline yet. 

Sincerely, 

Vinay Nalam,

PM, Microsoft.

14

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...

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0 Comments

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Completed
Ideas 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.

14

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...

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0 Comments

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

Vinay Nalam,

PM, Microsoft.

13

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 ...

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1 Comments

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Category: Universal Resource Scheduling (285)

STATUS DETAILS
Under Review
Ideas Administrator

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.