3

A simpler way to set a flat service fee against the whole work order

All of my customers use flat fees for service calls and find the complexity around price list item annoying. They just want a single box to override all other settings and add a flat fee.

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0 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
29

Recalculate est. travel time on booking when address changes on work order

Scenario: Customers that have the need to change the address of a work order when the field worker is already traveling to the destination. This could be because D365 Field Service is used to deliver or pick up items, or maybe the application is used for nurses to care for a patient, and the pati...

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8 Comments

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Category: Work order (99)

STATUS DETAILS
Under Review
1

Category (Role) as part of Work Order Item

My client would like the role to be selectable, same as , characteristic when when creating 'work order item'. This can be peformed currently by plugins. Most of my clients prefer vanilla systems. Is there a reason why does the category (Role) does not also appear as part of the Work Order Item...

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0 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
1

Support for Re-visits

It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...

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1 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
2

Dynamics 365 Field service Service work orders Cancelations by reason codes enforcement

Wish there is a future option to easily visualized service work orders by cancelation reason codes. Not featuring reason codes for cancelled service orders, we may potentially track cancelled service orders by reason code outside the system.

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0 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
2

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...

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0 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
1

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...

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0 Comments

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Category: Work order (99)

STATUS DETAILS
Declined
3

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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0 Comments

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Category: Work order (99)

STATUS DETAILS
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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0 Comments

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Category: Work order (99)

STATUS DETAILS
Needs Votes
9

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 (99)

STATUS DETAILS
Needs Votes