5

Sync Timeline Between Booking Work Order And Case/Opportunity

I would like the option to sync the timeline between all related entities i've managed to customise it so that activities' such as an email or phone call sync between work order and opportunity but i was told its not currently supported to sync everything between the 2 or sync anything between bo...

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Category: Field Service (117)

STATUS DETAILS
Needs Votes
4

Support exporting responses as PDF in the view list for workorder service task entity

Currently only support us open the form of workorder service task and click the export response button to export the pdf.

We'd like to export bulk function on the view list. That will be a huge benefit for the customers. Please consider it. Thanks.

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Category: Field Service (117)

STATUS DETAILS
New
4

Specialty Tool Tracking

I have a unique requirement that keeps cropping up - tracking of specialty tools sent to technicians


The scenario is this: The customer has these specialized tools that are required to perform certain jobs. The customer, once it’s realized those tools are required for that job...

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Category: Field Service (117)

STATUS DETAILS
New
4

Performance Improvement for Functional Location Tree Load

Aware this is quite a new feature in Field Service, but often we see customers with complex/large location structure. Imagine a technician servicing an equipment/asset at an hospital or a prison, which will have multiple buildings, floors and 100s of units and more. Currently, the moment the num...

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Category: Field Service (117)

STATUS DETAILS
Needs Votes
4

Remove the rule to throw error on "End Time cannot be before Estimated Arrival Time"

Currently, there is hard-coded rule to prevent any booking's completion if End Time happens to be before the value (Date/Time) in Estimated Arrival Time. This rule should be optional based on the business use-cases because, in some instances, it is possible for a tech to arrive early and finish t...

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Category: Field Service (117)

STATUS DETAILS
Completed
Ideas Administrator

Thanks, Ali, for raising this.

If we understand the scenario correctly, it sounds like the system is validating on Estimated Arrival Time even after the work is complete. We agree that this doesn't make sense. While we don't think we need a specific toggle for this validation, we did improve this validation. It makes sense to validate on Estimated Arrival Time while the booking is being scheduled. Once the booking has an Actual Arrival Time value, we no longer validate against the Estimated Arrival Time.

This logic was improved in FS v8.8.42.31.

Thanks, again,

Jason Cohen
PM, Microsoft Dynamics 365 Field Service

3

Manually create Bookings should inherit duration from Work Order

Oftentimes you have to create a booking manually from the workorder without going through the schedule board or assistant. The typical use case is where a 3rd party performs the work. They assign their techs on their own system and then just tell you the resource and date. To see these on the ...

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Category: Field Service (117)

STATUS DETAILS
New
3

Ability to add icons

Improve the ability to add a related "image" to a specific lookup. This would allow more customization on the list view for more appropriate actions. Example: "Provider on-site" = a hard hat icon to show the user is on site. Status of Emergency = "An exclamation point" showing urgency.

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Category: Field Service (117)

STATUS DETAILS
New
3

Recurring appointment booking

We should have feature to add recurring booking on basis of predefine frequency setup for incident type and preference set by customer . this will help organizations to have better visibility for upcoming month resource utilizations .man power alignment , inventory planning and in medical fiel...

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Category: Field Service (117)

STATUS DETAILS
New
3

bookable resource booking entity isnt available for the Dataverse Search

Issue:

==========

Users are unable to add "Bookable Resource Booking" entity to the Data verse Search.


Issue Repro Steps:

======================

-> Go to make.powerapps.com/

->In the left pane, select "Solutions"

-> scroll to the down as you...

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Category: Field Service (117)

STATUS DETAILS
New
3

Make it possible to use quick-input for adding new products

With most of the forms we can use quick-input, we defined a quick-input form for work-order-product and enabled the quick-input on this entity. But still when adding a new work-order-product via a work-order, it shows the inline main-form on the middle of the screen. We would like to use the q...

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Category: Field Service (117)

STATUS DETAILS
New