2

Dynamics 365 Field service warranty tracking and ledger posting

Wish we future feature the option to easily track warranties along with warranty ledger posting, warranty retrieval and easy warranty accrual and warranty deferrals after warranty may had expired.

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Category: Work order (59)

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Needs Votes
1

Dynamics 365 Field service privacy field instructions

Wish we future feature the option to include privacy field instructions in the event to prevent potential inconveniences to the customer-consumer (e.g. construction site, vehicle pick up/drop off, time or schedule of customer, respecting lunch and birthday dates or times, etc...).

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Category: Work order (59)

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Needs Votes
8

Allow for Completed Bookings to Keep Work Order Open

Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...

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1 Comments

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Category: Work order (59)

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Needs Votes
14

Ability to enter a negative line item on a work order

Currently if a correction is required in the billing of a Work order, there is no ability to correctly apply a negative value. You are able to enter a negative Quantity and/or a negative Unit Amount. However, if the result is a negative amount, the system automatically sets the value to $0.00 r...

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2 Comments

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Category: Work order (59)

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Needs Votes
15

Maintenance job types - Regulatory requirement

Missing a field on maintenacne job types where you can specify whether the job type is a regulatory requirement or not. The field should be places at same level as Maintenance downtime activities. It should be visible also on the work order. This is important for companies that must take governm...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
2

Utilize booking time stamps to create work order services

Allow for an association between booking time stamps and work order products (could also associate by incident type). Generate work order services when the booking time stamp is created or have a flag to determine timing to generate. In many implementations clients are not understanding the dis...

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Category: Work order (59)

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Needs Votes
1

Creating Incident Type from a work order

Currently, avenues for incident types are as below. 1. Creating incident type from model-driven app 2. Uploading incident types through importing 3. improving Incident type through AI suggestions While creating a work order for which no specific Incident type is available (consider a situation...

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Category: Work order (59)

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Needs Votes
1

Accessing Work Orders easily in custom workspace

Currently, having a list of work orders in a custom workspace does not allow you to open right into a specific order. Instead, from the list you click the hyperlink to a work order, it opens an intermediate list page outside of the workspace that you then have to click into to open the work order...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
3

Create Work order from Power BI system dashboard

With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...

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1 Comments

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Category: Work order (59)

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Needs Votes
10

Display Duration and Duration to Bill fields in hours, not days or minutes

The Field Service application UI converts the time to the highest base time. For example, looking at the editable grid “Work Order Services” Duration To Bill is displayed “3.25 hours” but when you click on it, it shows in minutes, that is "195" However, if you go to Work Order Service form itsel...

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1 Comments

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Category: Work order (59)

STATUS DETAILS
Needs Votes