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.
Have the columns in views automatically fit column header label
Currently the columns seem to minimize, hiding the column header names - the whole text is not visible. Give the option to turn on a functionality where the column is always as wide as the text in the header so the whole field name is visible.
Filter the new look experience for Work Orders
With the new look experience, I'm not able to filter the views directly from the columns like in the old experience.
It will be great to filter the views with the new look experience for Work Order.
Suportable filter on the new view "workorder list"
With the introduction of the new Field Service view (Editable work order grid), some filters are no longer supported (but in the documentation says it's not supported at all https://learn.microsoft.com/en-us/dynamics365/field-service/work-order-experience#editable-work-order-grid), leading to ...
Make Business Process Flow Available on New Work Order Experience
User Experience improved a lot with the new Work Order Experience. Unfortunately the Business Process Flow is not available.
In our current scenario the Work Order has a Lifecycle of 5-6 stages which include Planning and Scheduling but not only. In terms of usability and business requir...
Allow us to have the BPF on the new work order form for Copilot
I've read that, by design, the new Copilot form for work orders hides the BPF. I don't understand the logic behind this; we should be the ones to decide if we want to deactivate the BPF or not. Copilot does NOT make this form redundant as my BPF for work orders has many embedded workflows and ...
Possibility to have different currency on work order than on Service or Billing Account
Given by the fact, that OOB the currency on work order has to be same as currency on service account (or the billing account respectively), we are faced the issue, that the custom solution cannot automatically create the work order, based on a quote, if the linked accounts do not have the same...
Add editing possibilitys for restrictions on "new Work Order experience form"
I would need it to be possible to to edit the new Work Order experience form. I my prject I need to be able to hide/delete the "post" button since note every technician should be allowed to post the WO.
I would be appreciated if the current restriction was removed so that I co...