Add filtering to the Work Order list(New) view
The Work Order list(New) view has useful new features that we would like to be able to use. However, our users still require the ability to filter records in the view. Without this, the view becomes impractical. The quick find tool does not provide a suitable alternative.
Field service work order integrate with contact
Account selection is mandatory to create work order, all our business cases are work order related to contacts. we sell insurance products, tyre, and batteries directly to our contacts, not accounts.
we can create opportunities, and cases for a contact but I am not able to cre...
Opportunity to Work Order Process
Currently a Work Order needs to fulfill multiple conditions with regards to currency to be created without errors:
- Transactioncurrency must be the currency of the Billing Account (note that by default behavior the Billing Account field is filled with the Service Account b...
STATUS DETAILSNew
Time Entry sub grid is showing limited records per page with scrolling , instead of showing all the records.
Time Entry sub grid is showing limited records per page with scrolling , instead of showing all the records.
View Control Components for WO Products, Services and Service Tasks should also work from WO Incident
We have on the Field Service Mobile App, these Controls on the Work Order-form for Work Order Products, Work Order Services and Work Order Service Tasks, which should make it easy for the technician to use Products, Services and Service Tasks on the Work Order just by checking it.
Workorder completed time record actual completed on time
If a workorder is completed ahead of scheduled end time the system reverts back to store the scheduled end time in the msdyn_completedon field. This is really not a new idea but a request to fix a bug. If you want to store the originally scheduled end time then store ...
Under the Booking view there was a monthly view. In monthly view there was a word status and it will not show anything about the user status simply we can see the word status. Customer concern is we need to remove that status word from the monthly view
Under the Booking view there was a monthly view. In monthly view there was a word status and it will not show anything about the user status simply we can see the word status. Customer concern is we need to remove that status word from the monthly view
Allow Export to Excel on an unrelated column in a view
Currently Microsoft gives an error when trying to export data to excel from an unrelated column in a view.
An error has occurred. {1}{0}
Error code: 0x80040216
Session Id: 81c803f1-9f5d-4948-b6f0-72ab00fb5666
Activity Id: 694c956f-21e7-4642-a094-884b7664f0ce
Ability to link multiple work requests to a single work order line
Several users may write work requests to fix an issue without knowing that it was previously reported. The ability for the planner to point those new requests to the a single work order line would allow the users to see that the request they have put it is not just being cancelled or rejected...
Ability to add new work requests to existing work orders as new work order lines
When a new work request is created it may align with an existing work order, so the ability to just convert that work request into an additional line of an already open work order can be beneficial.