5

Ability to assign a custom Price List at a project level that will apply to intracompany work orders

Currently you can create a custom Price Lists for Services and Material mark-ups but those list can only be applied to the Account/Worksites. This is ideal when you are billing a customer directly but we think it would be a great idea to have the ability to apply custom price lists at the Proj...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
New
5

Dynamics 365 - Filter option "is one of"

Please add to the edit filter list "is one of" where it allows you to add multiple data ent...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
New
5

Create Work order from Power BI system dashboard

With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...

Read more...

1 Comments

Read more... 1 Comments

Category: Work order (81)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks, Rakesh. I think this idea could make sense. Before we commit to doing work on this concept, we'd like to see how the community feels about this concept. Let's give it some more time to collect more votes.

Thanks, again.

Jason Cohen
PM, Dynamics 365 Field Service

5

BUG - Change from Potential Customer to Account for Oppty convert to Work Order

When converting an opportunity from Opportunity to Work Order you are reading from the Potential Customer field. You should not be using this field any more. Sometimes the Potential customer gets stuck on contact, and then you get an error when trying to convert. Please use the Account field o...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for reaching out.

Your suggestion seems like it may be a product bug. Please reach out to the relevant support channels as specified in Product support (http://go.microsoft.com/fwlink/?LinkID=616937). If this is a bug, we would love to get it addressed.

Sincerely,
Jason Cohen

PM, Microsoft.

4

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
Needs Votes
4

Add option to Work Order Type to get Price List from Service or Billing Account

Currently, the work order inherits the Price List value from the Work Order Type assigned. Often, the price list is actually a property of the Service or Billing Account. Recommend adding an option set field to the Work Order Type called "Price List Source" with values 'Work Order Type', 'Bill...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time, however, that is because it is already possible to satisfy this with OOTB behavior. Using entitlements, you can drive pricelist application through many different configurations. It will not apply at the WO level, but will apply at the specific WO Product or WO Service levels. It will even allow variable application with different pricelists applying to different WO lines based on their unique applications.

We sincerely hope you'll look into this existing feature as we believe it will allow this capability and much more complex scenarios.

Work Order Entitlements 

Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service

3

Auto-Generate Property Logs for Work Order Incidents the way Service Tasks and Products can be generated

Scenario:

Technician is assigned Inspection/Audit Work Order and needs to capture telemetry/asset properties as for asset as of current time.

Currently, technician must manually create property asset logs and the reading time must be the created on date/time. This...

Read more...

3 Comments

Read more... 3 Comments

Category: Work order (81)

STATUS DETAILS
New
3

Clone a Work Order

In our business a cancelled activity that needs rebooking or one that needed rescheduling is as important as completed activity. rather than moving the work order on the scheduling board and losing site of attempts could there be an option to clone a work order and all entity information linked ...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
New
3

Collapsible Sections & Menus on Field Service Mobile Work Orders

Because the Field Service Mobile App is used by Technicians with mobile devices, screen real estate and ease of use are critical to the success of this product. Recommend adding functionality to collapse sections and menus on all Field Service Work Order pages. This will significantly improve t...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
New
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.

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (81)

STATUS DETAILS
Needs Votes