Alert for customer when technician reached Site
Hello,
Now days people are working on multiple tasks this impacts technician to wait for customer /right customer contact once he reached site.
In these scenarios , if system triggers alert to customer then he will be ready explain issue or arrange right person to assist te...
Add Warranty Management in Field Service
Warranty Management is very common stuff in the Field Service management process, almost every customer who shows great interest in D365 Field Service will require it, hope we can have our 1st party feature coverage for this common but critical management process, after all, our competitor has it...
Schedule board Map's Date
In the Schedule board's Map view in Hourly view, the Date. The selectable dates are based on the number of days shown in the Gantt, however when I switch to anohter date, it does not update (or jumbp) to the date on the Gantt. This would be a useful, when planning ahead.
Schedule board map customization
On the Schedule board's map view I can see the location of the resources, requirements, bookings. I would like to make visible a custom entity on the Schedule board map. This should be always visible without connecting a requirement to it.
Create booking on Schedule board
From the Bookable Resource Booking list I am able to create booking without selecting any requirement. On the Schedule board I would like to be able to create a booking for a Resouce, ideally by selecting the timeslot, by selecting the Resouce create the Booking whitout entering any requriement....
Intimation about FS and Sales Upgrade
We would like to have process/intimation about FS/Sales upgrade. We use to receive emails sometimes about the upgrade/sometimes through Message center but its good have a definite process for the same. And also every time we need to keep eye on MS page to get know about what are all the new feat...
Field Service Schedule -Quick Book Form
We are using Field Service Scheduling for Booking Appointments with our Associates. Instead of using the scheduling assistant which is quite complex for our associates , we decided to use the simplified version for booking. Henceforth we went with route of enabling Quick Book Form for our users. ...
Field Service Upgrade
We are receiving many upgrades recently for FS. Is it mandatory to upgrade every FS upgrade by testing and upgrading from test environment? Will it affect the customization of the system for every upgrade? And we receive very occasionally email notification to upgrade?
Thanks for reaching out, Dineshkumar. While this doesn't seem like an idea, this does sound like you have some important questions that need to be answered about some of our upgrade policies.
In general, the Field Service solution now upgrades automatically on a roughly monthly basis. The detailed schedule for the upgrade and notes on each release can be found here: https://docs.microsoft.com/dynamics365/field-service/version-history
Environments on FS v8.8.6 or higher are eligible for these automatic updates. We are in the process of pushing all customers on a version below this to get upgraded, immediately. For customers that do not upgrade, between now and the end of November, we are conducting Microsoft automatic upgrades. For this one-time larger upgrade, there is a much higher likelihood for customer disruption if they do not conduct this upgrade on their own.
There is a little bit more information about our upgrade messaging here: https://docs.microsoft.com/dynamics365/field-service/troubleshoot-faq#why-did-i-receive-an-email-or-message-center-notification-about-a-field-service-update
Finally, if you still have questions, I'd encourage you to closely read these messages as they should have all the information I've shared above and much more. If you still have questions, please raise a support request and we'd be happy to help you and your organization navigate this process.
The main thing to know are:
- If you are on a Field Service version below 8.8.6, you should plan to get upgraded, immediately.
- If you are on a Field Service version 8.8.6 and above, unless you are in one of our special regions (like the Government Community Cloud), you are already being automatically upgraded.
- Special regions will also begin being automatically upgraded but the timeline for this effort is slightly behind our standard commercial regions.
Thank you,
Jason Cohen
PM, Dynamics 365 Field Service
[Field Service] Ability to create WO from Quote and Order
In Field Service, B2B Scenarios, it is very much possible that a Technician finds a part needs to be replace and B2B , usually, follows a requisition process for procuring the same which take a standard sales life cycle.
In such scenarios, an opportunity is created and nurtured through Q...
Thank you for your feedback.
Unfortunately, at this time, we are not considering this suggestion.
We currently allow Work Order creation from Opportunities. Further, we allow significant Field Service sales functionality to drive FS sales scenarios. Unfortunately, we see this functionality is under-utilized and don't think it makes sense to invest in these use-cases further for the forseeable future.
It is possible that we will revisit these areas, eventually.
We do think this is a valid scenario and we encourage you to enable this with custom logic to support your and your customers' scenarios.
Thank you,
Jason Cohen
PM, Dynamics 365 Field Service
Display SLA and Customer Service Schedule on form
Important information are maintained within the SLA and the Customer Service Schedule. But it is not possible to display these information on the form of the interface. It should be possible to create Quick Views for that. If you would like to print some necessary information for a customer it...
Thank you for your feedback.
Since it is possible to apply an SLA to Work Orders and display whether that SLA is active, succeeded or failed, we assume you want something slightly different. We'd love to better understand the need. Can you please share more details about this concept including a possible example scenario that highlights the ask?
Thank you,
Jason Cohen
PM, Dynamics 365 Field Service
Administrator
Thank you for your feedback. We are not considering the suggestion at this time due to the fact that you can create today a workflow that gets triggered on status change of the bookings. In addition we also allow you to integrate with providers like Glympse, that can provide excellent insights to keep the customer up to date on the technicians ETA. Hope this helps.
Sincerely,
Shloma Baum
PM, Microsoft