31

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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5 Comments

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Category: Field Service (78)

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

27

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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6 Comments

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Category: Field Service (78)

STATUS DETAILS
Completed
Ideas Administrator
This was shipped as part of field service mobile update and you can see references in this doc - https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-power-app-use#perform-and-record-work
 
23

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 ...

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2 Comments

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Category: Field Service (78)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

19

Create Work Order from "won" Quote - copying Quotelines into the Work Order

Service employees more often use Opportunities and Quotes to directly sell Services. Once a Quote is won it should be possible to directly create a Work Order out of the Quote, copying all the Products and Services included in the Quote.

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6 Comments

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Category: Field Service (78)

STATUS DETAILS
Needs Votes
10

Deactivate the automatically update when change statut of the Field Endtime of entity BookableResourceBooking

We should have a parameters that deactivate the automatic update of the field endtime when we change the statut.


Because most of people doesn't use the application in live to update the hour of the intervention.



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5 Comments

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Category: Field Service (78)

STATUS DETAILS
Needs Votes
6

PDF Files loaded as a service task that can be modified and saved to work order for completion

Have the ability to create a new service task in field service that has specific paperwork that is in a PDF format that technicians can modify and save that will be able to be printed once moved to invoicing. This paperwork is usually specifically mandated forms that must be exact in nature.

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0 Comments

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Category: Field Service (78)

STATUS DETAILS
Needs Votes
1

Create Booking Form Update

Create Booking form for Hourly view has Start time and End time mentioned.

But for Daily/Weekly view it is not present.

Requesting you to add the Start and End time to Create Booking form which will be helpful while distributing a requirement to multiple resources.

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0 Comments

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Category: Field Service (78)

STATUS DETAILS
New