Performance Improvement for Functional Location Tree Load
Aware this is quite a new feature in Field Service, but often we see customers with complex/large location structure. Imagine a technician servicing an equipment/asset at an hospital or a prison, which will have multiple buildings, floors and 100s of units and more. Currently, the moment the num...
PDF Files loaded as a service task that can be modified and saved to work order for completion
Have the ability to create a new service task in field service that has specific paperwork that is in a PDF format that technicians can modify and save that will be able to be printed once moved to invoicing. This paperwork is usually specifically mandated forms that must be exact in nature.
Sync Timeline Between Booking Work Order And Case/Opportunity
I would like the option to sync the timeline between all related entities i've managed to customise it so that activities' such as an email or phone call sync between work order and opportunity but i was told its not currently supported to sync everything between the 2 or sync anything between bo...
Remove the rule to throw error on "End Time cannot be before Estimated Arrival Time"
Currently, there is hard-coded rule to prevent any booking's completion if End Time happens to be before the value (Date/Time) in Estimated Arrival Time. This rule should be optional based on the business use-cases because, in some instances, it is possible for a tech to arrive early and finish t...
Freeaing top row and left column like Excel
When looking at the personel registered for an event, allow the top row (column headings) and left column (registants names) to be frozen, like in Excel, allowing users to view the names and qualifications of various registrants, without having to continually scroll back and forth.
Dynamics 365 Field service PSA WBS Schedule tasks Convertion to customer service Knowledge cases
Future featuring the option to easily convert WBS schedule task activities gained experiences into knowledge customer service cases maybe optimum ideal, for purpose of customer service fact knowledge references.
Dynamics 365 Field service PSA Time and Expense entry per period entry per user or user group
Future featuring the option form PSA field service to restrict/grant access for purpose of expense data entry per period by user, user group or role maybe optimum. Not featuring a restrictive date for expense entries, we may potentially not have enforced weekly or daily control for purpose to pr...
Dynamics 365 Field service Technician dashboard Per customer visits Per work order visits Per geographical visits Per line of business visits
Wish we future feature the option to easily dashboard visits per: customer, work order, per geographical location, per line of business. Not featuring the option to easily dashboard technician, inspector visits, se may potentially dashboard, inquiry or report conventionally, or through excel wit...
Dynamics 365 Field service technician presentation expected steps summary by durations
Future featuring the potential option to include the expected summary of technician step summary by time length or expected duration maybe optimum. Not featuring expectations from a presentation encryption/unencryption, we may not be delivering expectations to our consumers or customers on regar...
Dynamics 365 Field Service Customer encrypted Technician Presentation ID
Future featuring technical presentation ID customer encryption/unencription maybe ideal optimum. Not featuring encryption technician ID with option to be unencrypted by the customer, consumers or clients may only be based on physical ID, rather then skills, experience, show up appearances, proje...