1

Ability to adjust the width of the Schedule Board resource filter (large width screen impact)

On large width screens (curved) we are noticing the resource filter panel consumes a lot of space. It appears to be set as a percentage of the screen size and becomes impractical on larger screens.

The size of this panel should be configurable like other panels on the screen. Users are...

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Category: Field Service (117)

STATUS DETAILS
New
2

Booking rule alerts should be able to be triggered when a Requirement Group is booked to Resources

Currently we are using both Individual resource requirements (single resource) and Requirement Groups (multiple resource) for scheduling work. We have also configured booking rules associated with booking creation. These booking rules are only triggering when bookings are created via indivi...

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Category: Field Service (117)

STATUS DETAILS
New
2

Ability to Dock and Undock panels on the Schedule Board

Users would like to configure the layout of the schedule board by undocking the panels and moving them to different screens or arranging them in a different order to suit the user. Currently users are opening multiple versions of the schedule board across different screens whilst adjusting th...

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Category: Field Service (117)

STATUS DETAILS
New
2

Calendar work cycklus for workers working shift

For people working in service it is common to have a shift pattern/cyklus. For example week1 you work between 8-17, week2 between 15-24 and week3 between 00-08.


There is not a smooth way of doing this in D365 on the resource working calendar since you can only define 1 week w...

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Category: Field Service (117)

STATUS DETAILS
New
11

Bookable resource booking location and work order location needs to be in synced

The bookable resource booking (booking)'s location (latitude and longitude) is out of sync with its related work order's location if the work order's location is updated after the booking is created. Any update on the work order's location (address information, latitude, and longitude) is not ...

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Category: Field Service (117)

STATUS DETAILS
New
8

Change default search operator from "Equals" to "Contains"

Hi team,


The default search operator on the list view is “Equals”. There are lots of complains from end user about this, they need to change the operator to “Contains” manually since they can’t enter the whole information to search for most of the time.

Get information f...

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2 Comments

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Category: Field Service (117)

STATUS DETAILS
New
3

Manually create Bookings should inherit duration from Work Order

Oftentimes you have to create a booking manually from the workorder without going through the schedule board or assistant. The typical use case is where a 3rd party performs the work. They assign their techs on their own system and then just tell you the resource and date. To see these on the ...

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Category: Field Service (117)

STATUS DETAILS
New
6

Email template for Bookable Resource Booking

The table Bookable Resource Booking does not allow the use of email templates, users cannot insert email templates manually, via workflow or flow.


Customers typically need to email the resource name in the email which can only be done at the Bookable Resource Booking level not...

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Category: Field Service (117)

STATUS DETAILS
New
1

Support progress invoicing within Field Service via Parent/Child Work Orders

My current process has me creating 4 work orders each representing a milestone within a project. This works to replicate progress invoicing within Field Service at the cost of losing insight at the higher level in a single view.


Would it not be possible to set up a parent work...

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Category: Field Service (117)

STATUS DETAILS
New
2

Travel to Show Seperate from Activity (post-execution) in Gantt

If an MT has taken longer or shorter, it'll show the actual travel done (separate from the activity) on the Schedule Board.

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Category: Field Service (117)

STATUS DETAILS
New