Put weather data in the work order
As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...
Add price list field in the work order creation form in Field Service for Outlook
We cannot find the price list field in the form displayed in the Field Service for Outlook Add-in, whereas this field is mandatory.
Form is not customisable.
For us it is not possible ...
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...
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 ...
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...
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...
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.
Sincerely,
Jason Cohen
PM - Dynamics 365 Field Service
Field service work order integrate with contact
Account selection is mandatory to create work order, all our business cases are work order related to contacts. we sell insurance products, tyre, and batteries directly to our contacts, not accounts.
we can create opportunities, and cases for a contact but I am not able to cre...
Quick Search Limitation of 10,000 records
Currently, when we are doing the quick search on the work order list if the results are more than 10,000 it throws the error and stops. All of this happens at the backend so on UI side it looks like nothing is happening and the quick search does not bring back any results. It would be great if...
Work order arrival time
The possibility to begin/arrive early in a work order. Right now when you want to change the work order status to "In progress" it's mandatory to select the "Actual arriving time" and it can't begin earlier than the "start time" or later than the "end time", this doesn't allow to track all the...
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...
Administrator
Thanks, Pierre.
We think this is a potentially good idea. Let's see if this gets more votes. Please campaign for this one as we think it makes sense but we'd like to see what the community thinks.
Thanks,
Jason Cohen
PM, Microsoft.