Schedule Service Activities with RSO
I think not every company uses Work Orders but Service Activities like in the Customer Service Hub. So it would be great to give the possibility to schedule and optimize Service Activities with RSO
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...
RSO: Dependency between requirements(cross day, cross resource)
Ability to hide Schedule Board tabs launched from the RSO optimization schedule
When you open the schedule board using the button on the optimization schedule, a new tab is generated, this might give you quite a number of tabs. Hiding them works (e.g. by only assigning them to a dummy user) , however if you now try to open them again from the optimization schedule, you en...
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
Thanks Boris for the feedback, this is duplicate feedback as ID0003028, hence close this one.
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
Enable to change the booking status sequence
Currently it is not able that admin can adjust the sequence of booking status in the booking status. In the interest of efficiency it annoying that frequently used statusses might be at the bottom of the drop down field and less frequently used might be at the very top. The usage will differ f...
Put Old Schedule Board BAck
The new schedule board can only display 14 days on the Gantt chart. This is completely unworkable for our application, as we must have at least 180 days of bookings viewable at any given time.
Global schedule board view settings
When accessing the schedule board within the work order via the button "book", the default board view settings are not stored.
Every time the user has to change the settings (timezone, etc.) again.
On example is the difference between the time zone in the workorder and the displaye...
Administrator
Suggest to assign that specific RSO SB tab to yourself ONLY instead of dummy user, in that case, other dispatchers won't see that many tabs, and RSO admin still can access schedule-board tab if needed