Field Service -Create work orders from a case with different currency
A work order can be automatically created from a case but the record needs to have the same currency as the base currency. It should be okay to have any currencies.
&...
Icon depicting the hierarchy chart of a customer asset
In classic Web UI it was possible to add an icon depicting the hierarchy chart of a customer asset structure. This way it was pretty obvious for a user to see if a customer asset had sub-assets and could be viewed in a hierarchy. In the new UI, the hierarchy is still available, but the icon in...
Thank you for your feedback.
The platform released this feature as part of the functionality in October 2019.
Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service
Crew resources availability should be visible on the schedule board
When resources are assigned to a crew they are blocked out on the schedule board and their individual availability is not visible. The UI should be updated to support both individual visibility and resource availability to make it easy to determine if a resource of the crew has a different av...
Ability to show [Save & Close] button for Booking Recurrence (Monthly) on IE browsers
Unlike Google Chrome and Firefox, Internet Explore does not display [Save & Close] button on a form when setting Booking Recurrence for Monthly in the Field Service solution.
The button cannot be displayed or been cut off from the form.
Thank you for reaching out. We expect our product to work on all supported browsers. If true, your suggestion seems to be a product bug.
Please reach out to the relevant support channels to evaluate whether this is a bug or a local issue. Thanks for sharing and please keep your ideas coming.
Sincerely,
PM, Jason Cohen
Microsoft.
Problem, Cause and Repair
It is common for Field Service organizations to require the tech capture a problem, cause and Repair code on a work order. These codes are then used to rank solutions from highest to lowest probable fix for any give problem. Cause is often then used to determine chargeability or to make recomm...
In wave 1, 2021 we introduced WO Resolutions. Combined with the existing Incident Type feature, we think this meets the need for this concept. A single work order can have many WO Resolutions which can be related to different Work Order Incidents and Customer Assets. If we're still missing some key capabilities in this area, please reach out and/or raise a new idea to improve the feature.
Thanks, again, David.
- Jason Cohen
PM, Microsoft
To make .heic format files be a supported format for exporting responses from Work Orders
With the fast-phasing transition and growth in technology, there are several file formats that have been developed and being developed, especially for mobile devices.
By experience, we have problem in exporting some of the work order service task responses due to a specific f...
Deactivate the automatically update when change statut of the Field Endtime of entity BookableResourceBooking
We should have a parameters that deactivate the automatic update of the field endtime when we change the statut.
Because most of people doesn't use the application in live to update the hour of the intervention.
Negative Line items on Purchase Orders and Sales Orders
Purchase Order integration - does this allow for negative purchase orders? In FO they use negative PO lines or a PO with a specific type to allow for parts to be returned. Currently there is logic with Field Service that prevents us from accepting those negative lines. CDS but Dual Write cannot...
Bookable resource booking location and work order location needs to be in synced
The bookable resource booking (booking)'s location (latitude and longitude) is out of sync with its related work order's location if the work order's location is updated after the booking is created. Any update on the work order's location (address information, latitude, and longitude) is not ...
Ability to sort Booking Status values
Presently, on Bookable Resource Booking table, the Booking Status values are:
- Scheduled
- Traveling
- On Break
- Arrived
- In Progress
- Completed
- Rejected
The Booking Status (bookingstatus) is a lookup column and uses 'Bo...
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,
Shloma Baum
PM, Microsoft