Certification Expiration
For Certification-type Characteristics, add Expiration Date functionality and notifications/alerts of imminent expiration (configurable); also add the dates to the Resource tooltip on the URS Schedule Board
Provide more detailed documentation on RSO scheduling
RSO is a great addition to Field Service but there is limited documentation for Dynamics 365 consultants to understand how the optimisation engine operates, which makes it difficult to discuss solutions with clients.
I have tested schedules with many different configuration and th...
RSO white paper based on latest version in the market just got published, please check here for more details https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/rso-overview
Add Billable vs. Non-Billable Setting to Pay Types
When Booking Journals are created for a Bookable Resource Booking, the system automatically sets certain ones to Billable and others to Non-Billable (ex. Booking Journals for Travel are always set to Non-Billable).
Each Pay Type should be configurable as either Billable or...
Thank you for your feedback. We are not considering the suggestion at this time due to the following reason: There is currently the ability to flag these travel booking journals as Billable.
On journals with a type of working hours, overtime or business closure, billable is set as true by default.
On journals with a type of break, billable is set according to BreakHoursBillable field on the Price List specified on the work order.
On journals with a type of travel, if TravelChargeType on the Account for this work order is set to Hourly, then Billable is set to true by default, otherwise billable is set to false.
Hope this helps!
Sincerely,
Shloma Baum
PM, Microsoft
Future looking Travel Schedule
In a lot of scenarios we are facing issues with planned road close in different area. Planned construction or maintenance of roads is prescheduled and available in the modern navigation devises today. For an better automated schedule it would be required that future, and planned changes at the t...
Enable Optimization for Toll Free Streets
In a lot of our existing scenarios in europe there is a need to enable the RSO to handle toll free streets for the route optimization. When streets with toll can be excluded, the scheduling is optimized for the companies fees. This includes the used vehicle if it is a car, light truck or heavy ...
RSO - Allow Batch Scheduling of Orders.
Currently, the RSO will schedule all Work Orders within a certain territory.
Would be great to be able to search for a batch, or subset of Work Orders in the Work Order View (or Requirements in the Resource Requirements View), multi-select, and trigger scheduling on just that subse...
Thanks Boris for the feedback, yes, this is in our roadmap already, optimization scope extensibility to allow customer define their own view of scheduling, in your case, optimize a sub-set of work orders not always per territory
Regards,
Feifei Qiu | MSFT PM
RSO available on more than one organisation at a time
The Resource Scheduling Optimization add-on can only be deployed on one organisation or instance per tenant at a time. I read this as meaning that, once live, any testing using the RSO either happens in the Prod instance or has to be done out of hours.
Could the RSO be available o...
It’s possible to have more than 1 RSO deployment on multiple Dynamics365 Organizations which on the same tenant, but customer need to purchase additional RSO entitlement . if they are enterprise account, can contact their local account manager to purchase additional RSO
Regards,
Feifei Qiu | MSFT PM
RSO - Aggregate Total Work Orders Scheduled, Total Work Orders Modified, Total Travel Time on Scheduling Optimization Requests and Show in grid on Scheduling Optimization Schedule form
Would be useful to display this data in the grid to compare subsequent iterations of RSO executions. Ideally, would be useful to be able to roll back to a specific iteration of the RSO if a subsequent iteration results in fewer Work Order Scheduled or more total Travel Time than a prior iterat...
Thanks Boris for the feedback, yes , this is part of what if analysis scenario we are planning for future roadmap: more analytical statistic to show # of work order, # of travel time, # of working hours etc optimized for specific RSO run, and with the capability to compare multiple runs and rollback if subsequent run doesn't satisfy business goal
Adding Offset handling for the RSO
At our customer scenario there is a need that technician is taking time after arriving at the customer location. e.g. a huge power plant where a single machine needs to be maintained. The resource need to walk at the customer location to reach the related asset. In some cases an supervisor is re...
RSO to take into account Customer Rating when scheduling
Some customers (key accounts) are considered more important than others. When scheduling two identical work orders (same distances, priority etc) the one for the more important customer needs to take precedence and be given a higher score by RSO. Need the facility to have an account rating aga...
Can you model importance of customer as priority of requirement ? then use ' High priority requirement' objective to influence RSO optimization decision ?
Administrator
Thanks Boris for the feedback, this is duplicate feedback as ID0003028, hence close this one.