Dynamics 365 Field Service option to integrate with legal entity fixed assets
Future featuring option to integrate with legal entity fixed assets records (e.g. Maquiladora) maybe optimum, in addition to supply chain or asset management customers. Not featuring integration with legal entity fixed assets, user may potentially not easily track and document fixed asset or fix...
Dynamics 365 Field service referral commission functionality
Wish we future feature the option to potentially track referral commission functionality based on 3rd party contact person and/or future potentially download from social or professional platform network. Not featuring referral commissions functionality, user may potentially process network commi...
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.
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...).
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...
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...
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...
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...
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...
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...