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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Category: Work order (58)

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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Category: Work order (58)

STATUS DETAILS
Needs Votes
2

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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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for sharing, we are monitoring the need for warranties in the solution, and encourage others to vote for this Idea.

2

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...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
2

Add relationship between Work Order Service Task and Incident Type Service Task

When the Work Order Service Task is generated from Incident Type (OOB logic), the ‘Name’ field (on Work Order Service Task) is populated with Service Task name (Task Type Name) I think in many scenarios it would be better to use Incident Type Service Task name instead. It would be ...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

Jason Cohen
PM, Dynamics 365 Field Service

2

WorkOrder not refreshed after resource booking

Not to be refreshed Work Order Form once a Resource_Booking is created via "Book" button and clicked Book&Exit. The page remain unchanged, and requires MANUAL Work Order refresh action STEPS: Go to Case Create WOrkOrder Click "Book" Select Resource Click "Book&Exit" ISSUE: the Main Wor...

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1 Comments

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Category: Work order (58)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

I really like this idea. I'm going to look into whether this is possible and, if so, how much work it would require and whether there are any complexities to consider around refreshing the form. That said, currently this is not in our roadmap; however, we are tracking it and may consider it in the future.

Sincerely,

Jason Cohen

PM, Microsoft

1

Word Template to use Product Name Language Translations

Word Templates created for Work Orders are used to create documents to send to end users a Work Document.


When this template includes Work Order Products and Work Order Services, these have Product Names included. The Product Names have Translations loaded in the different la...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
New
1

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...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
New
1

Write-In Products

When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. We regularly add items "on the fly" to opportun...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
New
1

Allow Bookable Resource Booking activities to roll up to Work Order

It is very awkward to find activities related to a work order when they are buried in the bookable resource booking.

Please allow the bookable resource booking's activities to be rolled up to the work order similar to contact activities rolling up to its account (i.e., via the rollup vi...

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0 Comments

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Category: Work order (58)

STATUS DETAILS
New