2

Dynamics 365 Field service PSA Time and Expense entry per period entry per user or user group

Future featuring the option form PSA field service to restrict/grant access for purpose of expense data entry per period by user, user group or role maybe optimum. Not featuring a restrictive date for expense entries, we may potentially not have enforced weekly or daily control for purpose to pr...

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Category: Field Service (114)

STATUS DETAILS
Needs Votes
2

Total working hours in Time entry

Currently in Time entry we can add total 24 hours for single day. However as per the customer requirement they have one field for working hours and another field for vacation. If for a particular day they have vacation they add 8 hours in vacation field, however if there client has some requireme...

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Category: Field Service (114)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for raising this idea. Unfortunately, there's not enough information here for us to understand what's realistically being requested. 

That said, please feel free to raise this idea again with a little more detail allowing us and the community to give it more consideration.

Thank you,
Jason Cohen
PM, Dynamics 365 Field Service

2

[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...

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Category: Field Service (114)

STATUS DETAILS
Declined
Ideas Administrator

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

2

Geofencing on Territories and Territories Grouping

Geofencing on Territories is highly desirable for the businesses who wants to provide work under different SLA’s for a specified territory. Updating work order statuses when within a certain radius of the Territory or Territories (currently tide up with customer location e.g. Service Acc...

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Category: Field Service (114)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. We like the idea of creating a control to allow users to draw territory boundaries. This is something we looked into in the past.

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.

Thanks for sharing. Keep the ideas coming.

Jason Cohen
PM, Dynamics 365 Field Service

2

Customer Asset - Historical Records

Customer Assets may change over time. They may be upgraded and become a different product, other field may change, they could move accounts so their external id changes etc. Currently if you look at any Work Order/Incident, it shows you the current asset data. So if you look at an old call and...

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Category: Field Service (114)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

We are not considering the suggestion at this time:

  • We don't believe this is a common ask.
  • The concept of Asset history may make sense but the idea that we would preserve the asset state against each work order/work order incident at the time of creation is not something we're currently considering. We're concerned that this would lead to unnecessary data duplication, mobile sync complications, and potentially undermines the value of the relational database upon which the system is built. 
  • If the asset is replaced with another product, is it the same asset or was one asset retired and replaced? We think different organizations may answer this question differently. If we can offer functionality that will serve the majority case, it may make sense to revisit.

Thank you for sharing your idea. While we don't think we will move forward with this one, we hope you aren't discouraged from raising ideas in the future.

Sincerely,

PM, Jason Cohen

Microsoft.

2

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...

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Category: Field Service (114)

STATUS DETAILS
Declined
Ideas 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

1

Picking Cases from Queue auto opens the case. This action should be configurable

When a Contact Center agent picks multiple cases from the queue, the Cases all auto open in new tabs in the Workspace... 

The auto open is OK if they just pick one case, as they would normally want to then open this single case to work on.

...

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Category: Field Service (114)

STATUS DETAILS
New
1

Recalculate Travel Time when Bookings are canceled or deleted

Travel Time for Bookable Resource Bookings are calculated when Work Orders are booked (created or moved) via the Schedule Board. However, when Bookings are canceled or deleted, the travel time for subsequent Bookings are not recalculated automatically.


Ideally, the Travel Tim...

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Category: Field Service (114)

STATUS DETAILS
New
1

If User edited “TIME-OFF request” from 1hr to 2hrs(Time is just an example) from “Bookable resource” table why changes made are not showing in "Time-off request" and under "time entries"

Issue:

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If User edited “TIME-OFF request” from 1hr to 2hrs(Time is just a example) from “Bookable resource” table why changes made are not showing in "Time-off request" and under "time entries"



REPRO STEPS

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-Access CR...

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Category: Field Service (114)

STATUS DETAILS
New
1

Booking map

Hi,


It would be great if I could filter my bookings( based on date etc); and see it on a map.


With regards,

Philip


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Category: Field Service (114)

STATUS DETAILS
New