3

Field Service: Bulk import and creation of SLA Items

As a D365 Field, Service Manager or Admin

I want to add SLA items in bulk, at time 200-300 items. I

So that I reduce the effort to load these records


Ideally this could be managed through the import wizard or Power Query.

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Category: Agreement (10)

STATUS DETAILS
New
1

Monitoring and Alerting when record auto-generation fails in agreements

I think the system should alert a user when an agreement fails to generate an invoice, work order or booking as configured by recurrence. It would also be useful to be able to report on what records are expected to be auto-generated to compare with actual records auto-generated.

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0 Comments

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Category: Agreement (10)

STATUS DETAILS
New
8

Set a start and end date for invoicing Agreement invoice products

It would be great that we can provide a start and end date to agreement invoice products so you can make the transaction to: Start invoicing a new product starting on 1st of april, creating the agreement invoiceproduct on the 5th of january for example. We need it to be in the same agreement inv...

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1 Comments

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Category: Agreement (10)

STATUS DETAILS
Needs Votes
2

Allow Modification to Agreement Booking Dates

Allow for the ability to change an agreement booking date to processed and update the associated details. This would allow for the scenarios where a technician is onsite and also completes a maintenance or sells a maintenance agreement and completes the first service for that agreement. Currently...

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Category: Agreement (10)

STATUS DETAILS
Declined
4

Create Agreement Templates for Rapid Agreement creation

We have many clients that have recurring work that is high-volume, low-complexity. As such, setting up the work needs to be as rapid as possible, and making an agreement from scratch is painfully slow and prone to error, even when coming from the quoting process. Having an agreement template th...

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1 Comments

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Category: Agreement (10)

STATUS DETAILS
Needs Votes
1

Agreements - Enable Booking Recurrence to be importable through an Import CSV

Currently, if/when you need to migrate Agreements data (or create a sales demo that involves Agreements), there is no way to import Recurrence. Would be great to be able to be able to define and import recurrence patterns so that we don't have to set it up manually on each Booking or Invoice Setu...

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0 Comments

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Category: Agreement (10)

STATUS DETAILS
Declined
13

Allow to have differing Incident pattern within a Agreement Booking Setup

Or Field Service customers often ask how to set something like this up: Incident Type A monthly Additionally Inc Type B every quarter Additionally Inc Type C every year So that a yearly maintenance job consists of Inc Type A,B and C but a monthly job contains only A. Another example: If you ha...

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4 Comments

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Category: Agreement (10)

STATUS DETAILS
Needs Votes
2

Booking creation by agreements to respect resources unavailable time

When an agreement is creating recurring bookings, typically to a prefferred resource, it is not respecting if that resource is unavailable. A booking may be in conflict with the resources work-schedule, workday breaks, approved time-off requests, planned abscence / sick-leave or that a resourc...

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0 Comments

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Category: Agreement (10)

STATUS DETAILS
Declined
1

Agreement - Calculating estimated cost based on Agreement Booking Setup + Agreement Invoice Setup

Requirement: Ability to capture the customer’s Budget and compare against the estimated agreement cost derived from the information specified on the Agreement, so that users have the necessary information to support the decision making process prior to finalising the agreement. E.g. if t...

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0 Comments

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Category: Agreement (10)

STATUS DETAILS
Needs Votes
18

Usage Based Maintenance Schedule

So many of our customers repair products based on hours of usage. replace belts at 300 hours, inspect something at 200 hours. We should have the ability to build maint schedules under products or assets which then automatically generate work orders or work order tasks when these Timers are met...

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2 Comments

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Category: Agreement (10)

STATUS DETAILS
Under Review