Scan a paper work order into ce and have it auto fill everything
I wanted to share a suggestion that could potentially streamline our CE work order process and enhance efficiency.
Wouldn't it be fantastic if we had a paper template that includes all the necessary information for CE work orders? The idea is that when our crew fills out the p...
Work orders products enhanced experience
I would like to have the same possablity for adding products to work orders / bookings as can be done wirh opportinities, quotes and invoices. The enhanced experience.
Presenting data
When one is presenting multiple data on meetings, using for example normal laptop and display (Teams). the end result and work "drag and drop" to presenting window is "out dated".
What is needed is a general shortcut or something that can activate my program in full screen on the active...
Make validation of Field Service Plugin Steps configurable, as validation breaks down some business cases
The validation in the plugin step "Field Service: Update (pre-operation) for msdyn_workorder" breaks down our business process in some cases and the error "The currency must be the same as the currency on the price list." occurs. In the error cases the data comes from our ERP system and in som...
Copy custom field values from Incident Type Service Task into Work Order Service Task
Hi,
The Incident Types and the related Incident Type Service Tasks serve as templates for the Work Order Incident and Work Order Service Tasks. There Microsfot logic already clones the information from the template tables into the ones associated to the Work Order. Since all t...
Alternative to URL whitelisting
we are sending an sms to few internal stakeholders if a work order is raised. the request from the azure services to the sms service provider platform is through aparticular url. this url has to be whitelisted on the sms service provider platform in order to provide response. the sms provider ...
Show business hours in date time fields
Whenever user tries to schedule a work order and once user select start time from schedule board then time range starts from 12:00AM midnight. There are business scenario where user will not schedule anything midnight. They need to scroll down for business hours (example - 9:00AM).
Curre...
Add price list field in the work order creation form in Field Service for Outlook
We cannot find the price list field in the form displayed in the Field Service for Outlook Add-in, whereas this field is mandatory.
Form is not customisable.
For us it is not possible ...
Out-of-the-box option to explicitly attach multiple customer assets to the work order + integrate with agreements
Currently, the only out-of-the-box ways to attach multiple customer assets to a work order is through work order incident--create one for each asset--or work order service task--create one maintenance task for each customer asset.
However, this method of operation is a frequen...
connect tree view asset card with incidents
The new asset card in the work order form lists all assets used in related products, services or tasks. It would be useful to also include the assets associated with the related incidents.