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 ...
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...
Asset maintenance calendar/report
In particular in Discrete Manufacturing, lots of preventative maintenance work orders are created. Many customers have been asked for a way to visualize assets and the associate (PM) work orders, either as a calendar or as a Gantt chart. This is also helpful when you have a number of asset at ...
This is a concept that we like a lot. This is something we've begun to look into but we'd love to see this idea get more votes to confirm our thinking, as well. We may also reach out to better understand the kinds of scenarios where you think this will be used.
Thanks,
Jason Cohen
PM, Microsoft
Multi-select on Schedule board
On the Schedule board I would like to select and drag and drop more than one requirement at the same time.
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...
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
Personal views on Schedule Board
Our customer works with a lot of dispatches. Each dispatcher has their own group of requirements (based on i.e. Territory or Resource groups). These dispatchers would like to set up their on personal Schedule Board with their pre-filled Requirement views. Currently they cannot do that, because: ...
Negative Line items on Purchase Orders and Sales Orders
Purchase Order integration - does this allow for negative purchase orders? In FO they use negative PO lines or a PO with a specific type to allow for parts to be returned. Currently there is logic with Field Service that prevents us from accepting those negative lines. CDS but Dual Write cannot...
Add Warranty Management in Field Service
Warranty Management is very common stuff in the Field Service management process, almost every customer who shows great interest in D365 Field Service will require it, hope we can have our 1st party feature coverage for this common but critical management process, after all, our competitor has it...
Freeaing top row and left column like Excel
When looking at the personel registered for an event, allow the top row (column headings) and left column (registants names) to be frozen, like in Excel, allowing users to view the names and qualifications of various registrants, without having to continually scroll back and forth.
Dynamics 365 Field service PSA WBS Schedule tasks Convertion to customer service Knowledge cases
Future featuring the option to easily convert WBS schedule task activities gained experiences into knowledge customer service cases maybe optimum ideal, for purpose of customer service fact knowledge references.
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