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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Category: Work order (59)

STATUS DETAILS
New
1

Category (Role) as part of Work Order Item

My client would like the role to be selectable, same as , characteristic when when creating 'work order item'. This can be peformed currently by plugins. Most of my clients prefer vanilla systems. Is there a reason why does the category (Role) does not also appear as part of the Work Order Item...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
1

Support for Re-visits

It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cance...

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1 Comments

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Category: Work order (59)

STATUS DETAILS
Needs Votes
1

Dynamics 365 Field service referral commission functionality

Wish we future feature the option to potentially track referral commission functionality based on 3rd party contact person and/or future potentially download from social or professional platform network. Not featuring referral commissions functionality, user may potentially process network commi...

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Category: Work order (59)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for submitting this idea. At this time we do not see this as a core capability needed by Field Service organizations. I would encourage you to submit this as an idea for other Dynamics 365 apps like Sales.

1

Dynamics 365 Field service privacy field instructions

Wish we future feature the option to include privacy field instructions in the event to prevent potential inconveniences to the customer-consumer (e.g. construction site, vehicle pick up/drop off, time or schedule of customer, respecting lunch and birthday dates or times, etc...).

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Category: Work order (59)

STATUS DETAILS
Needs Votes
1

Creating Incident Type from a work order

Currently, avenues for incident types are as below. 1. Creating incident type from model-driven app 2. Uploading incident types through importing 3. improving Incident type through AI suggestions While creating a work order for which no specific Incident type is available (consider a situation...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
1

Accessing Work Orders easily in custom workspace

Currently, having a list of work orders in a custom workspace does not allow you to open right into a specific order. Instead, from the list you click the hyperlink to a work order, it opens an intermediate list page outside of the workspace that you then have to click into to open the work order...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
1

Incident Type versioning

Service organisations with extensive Incident Type Service Tasks would benefit hugely from a publishing and versioning process for the Incident Type as part of the standard solution (in terms of audit controls and compliance) 1. Incident Type status (where only "Published" versions are visible t...

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Category: Work order (59)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for raising this idea, Andrew. I think there could be scenarios where this makes a lot of sense. Before we commit further to invest, we'd like to see this idea get more support from the community.

Thank you,
Jason Cohen
PM, Dynamics 365 Field Service

1

Notification if there are any lines which are in estimated state when the system status for work order is changed to Closed- Posted.

-Uses multiple work order product with line statuses both- used and estimated (they have like 50 lines in it) -As when we close the work order with Status- Closed-posted, it automatically generates invoice, in which only the lines with used line status are involved (which is by design) -Expect...

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Category: Work order (59)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

While we can definitely understand how this scenario would make sense for a handful of customers, for many of our customers, they have no itention of marking every line as used or removing lines in estimated status. Through the use of the Incident Type entity, Field Service enables the addition of a number of WO Products and WO Services. Our expectation is that these are not used every time but that they may be used in fulfilling work of this type.

Ultimately, we think this would add burden to many organizations and, at this time, we don't think this aligns to our general understand of our customers' scenarios. That said, we think it is a great idea for a customization for certain implementations, assuming they intend to use all of their WO Product and WO Service lines or they intend to remove/deactivate them.

Thanks, again, for your feedback. Keep the good ideas coming.

Jason Cohen
PM, Dynamics 365 Field Service

1

Service Tasks to have steps

While working with one of the customer we figured out that they have multiple sequential tasks to be executed while working on a work order. This is fulfilled through usage of Service tasks under an incident type. However, the service tasks also have a conditional logic and for each of the ser...

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1 Comments

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Category: Work order (59)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This suggestion is very similar to something already in our roadmap. While there are some differences, I suspect they both acheive the same functional end.

In April 2020, we will be releasing a preview of our Inspections functionality. In October, we expect this feature to be GA. Initially, during preview, this will not accomodate conditional logic; however, it is on our near-term roadmap. I hope that, by October 2020, the inspections with conditional logic functionality will enable a customer to drive an equivalent functional scenario.

Thanks for your idea and please check out our inspections preview.

Jason Cohen
PM, Dynamics 365 Field Service