45

Allow to create a work order for a contact (not account)

Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).

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11 Comments

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Category: Work order (43)

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. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.

Sincerely,

Jason Cohen

PM, Microsoft

4

Ability to roll up multiple Work Orders into one Invoice

All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...

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0 Comments

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Category: Work order (43)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.

One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. It would seem like a simpler ask to satisfy once the data from FS is integrated into a financial system.

As always, we really appreciate your feedback. Keep the suggestions coming.

Thank you,
Jason Cohen
PM, Microsoft

2

Enable/Disable Overtime calculation

The current overtime calculation is not equivalent to standard Payroll guidelines. Overtime is assigned when travelling or in progress time occurs outside the assigned work hours. Overtime should occur when an employee works more than 40 hours in a given week, regardless if that is inside or ou...

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0 Comments

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Category: Work order (43)

STATUS DETAILS
New
1

Dynamics 365 Field Service option to integrate with legal entity fixed assets

Future featuring option to integrate with legal entity fixed assets records (e.g. Maquiladora) maybe optimum, in addition to supply chain or asset management customers. Not featuring integration with legal entity fixed assets, user may potentially not easily track and document fixed asset or fix...

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0 Comments

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Category: Work order (43)

STATUS DETAILS
New
1

Dynamics 365 Field service referral commission functionality

Wish we future feature the option to potentially track referral commission functionality based on 3rd party contact person and/or future potentially download from social or professional platform network. Not featuring referral commissions functionality, user may potentially process network commi...

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0 Comments

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Category: Work order (43)

STATUS DETAILS
New
1

Dynamics 365 Field service warranty tracking and ledger posting

Wish we future feature the option to easily track warranties along with warranty ledger posting, warranty retrieval and easy warranty accrual and warranty deferrals after warranty may had expired.

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0 Comments

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Category: Work order (43)

STATUS DETAILS
New
1

Dynamics 365 Field Service scheduling distribution from resourced pools

Wish there is the option to future easily process scheduling distribution based on fixed resources (technicians) pools. or process a reverse scheduling instead or in addition to the conventional scheduling on a day by day, month or quarter or annual basis. For purpose to easily calculate schedul...

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0 Comments

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Category: Work order (43)

STATUS DETAILS
New
1

Dynamics 365 Field service privacy field instructions

Wish we future feature the option to include privacy field instructions in the event to prevent potential inconveniences to the customer-consumer (e.g. construction site, vehicle pick up/drop off, time or schedule of customer, respecting lunch and birthday dates or times, etc...).

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0 Comments

Read more... 0 Comments

Category: Work order (43)

STATUS DETAILS
New