22

Add Two-Option field to Service Task entity to indocate completed

Most organizations consider work order service tasks as either complete, on not complete, which would be better represented by a two-option field as opposed to a percentage.

Add a two-option field to the Work Order Service Task entity and set the percentage field to 100 when the value ...

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5 Comments

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Category: Field Service (47)

STATUS DETAILS
Under Review
13

Problem, Cause and Repair

It is common for Field Service organizations to require the tech capture a problem, cause and Repair code on a work order. These codes are then used to rank solutions from highest to lowest probable fix for any give problem. Cause is often then used to determine chargeability or to make recomm...

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2 Comments

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

We have discussed adding this concept in the past and really like this idea. However, ideally, we would see this get more votes to ensure that this concept has broad appeal before we undertake the work to implement it.

Where incident type is a good way to highlight what the work seems to be, we also see these attributes as a way for a technician to categorize the work once they’ve actually visited the site and classified the true problem. This could subsequently be used for many purposes including assessing for chargeability, incident type analysis, entitlement application, suggested action, and more.

 

Thanks,

Jason Cohen

PM, Microsoft

8

Toggle for "Update End Time" (Y/N) on the Booking Status

The current design of the BRB entity Booking Status updating the End Date/Time impacts our situation of wanting to complete a Booking with the Scheduled End Date/Time values. Currently when you complete a booking, it over-writes the End Date/Time value with a current datestamps Suggestion raised...

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2 Comments

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for raising this from our Yammer conversation and sorry for taking so long to respond to this one. I'm interested to understand if this get votes and, for folks in favor of the idea, I'd love to understand how they think this should best be implemented, and what kinds of scenarios they're trying to enable with this feature.

This is a concept adjacent to some Booking behaviors that we've been considering for some time but it not quite the same so we're looking forward to seeing the feedback on this item.

Thanks,
Jason Cohen
PM - Dynamics 365 Field Service

6

Extend Push Notification framework to Service Account & Contacts

Notifying and reminding Field Service Clients of scheduled service team visits is an important and time consuming aspect of providing good customer service. Currently, we must call and remind a customer of a service call one day prior to the visit and for great service we like to let the custo...

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0 Comments

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

The ability to improve customer engagement with every touch points are critical to service area and we agree with the importance of the scenario. We will inform the PM on this to see whether there is any plan to roll out the push notification to more entities in CRM and track whether we get more ask on this.

Meanwhile, you can take a look below integration that we already have today.

https://glympse.com/news_releases/glympse-launches-integration-that-enhances-microsoft-dynamics-365-field-service-experiences-with-live-map-technician-view-and-appointment-eta/ 

Thanks for the feedback and pls keep the ideas coming.

Regards,

Vivian Huang

Product Manager 

 

 

 

 

 Regards,

 

4

Retrieve required work order skills from entities other than incident type (e.g. asset, product, customer)

OOTB the work order skills are populated based on the incident type. However multiple customers have explained situations where they would like to specify required skills also on the account (e.g. entry certificate), customer asset (e.g. for highly-customized assets) or product (instead of bui...

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0 Comments

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Category: Field Service (47)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks, Alexander.

I really like this idea and will begin to look into it further; however, if this gets more votes, it will be easier to justify prioritizing this idea.

Thank you for your insight,
Jason Cohen
PM, Dynamics 365 Field Service

1

Schedule board map customization

On the Schedule board's map view I can see the location of the resources, requirements, bookings. I would like to make visible a custom entity on the Schedule board map. This should be always visible without connecting a requirement to it.

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0 Comments

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Category: Field Service (47)

STATUS DETAILS
New
1

Create booking on Schedule board

From the Bookable Resource Booking list I am able to create booking without selecting any requirement. On the Schedule board I would like to be able to create a booking for a Resouce, ideally by selecting the timeslot, by selecting the Resouce create the Booking whitout entering any requriement....

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0 Comments

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Category: Field Service (47)

STATUS DETAILS
New
1

Intimation about FS and Sales Upgrade

We would like to have process/intimation about FS/Sales upgrade. We use to receive emails sometimes about the upgrade/sometimes through Message center but its good have a definite process for the same. And also every time we need to keep eye on MS page to get know about what are all the new feat...

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0 Comments

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Category: Field Service (47)

STATUS DETAILS
New