Filter view lookups
Hello! On the Schedule board's Filter pane currently it is not possible to show more information about the records but the primary field in the filter layout, but our customer will use only codes in the Primary field and they would like to see other fields i. e. the description as well in the l...
Reflect the "first day of the week" setting also in Schedule Board
Under Advanced Settings | Administration | System Settings | Select Formats | Customize | Date we're able to set the first day of the week. However this setting is not reflected in calendar pop up on top of the schedule board.
Field Service - Time Off Request removal
When a Time Off Request is created, it makes Working Hours become Non-Working Hours. There appears to be no easy way to restore the Time Off Request's hours from Non-Working to Working in case of a change of plans. For example, consider the case of a Personal Time Off (PTO) day, or a Doctor's ...
Boris, thank you for your feedback, it is a great idea! The current design of Time Off request has this limitation due to the way how time off requests are stored via Calendar rules. We will consider this request for the calendar improvement effort, more votes would definitely help prioritizing this ask. You definitely already know this, but for others on this thread, as a workaround, you could leverage a custom entity to track the Time-Off as a booking to block time and could be also easily cancelled.
Thanks,
Vinay Nalam,
PM, Microsoft.
Schedule Board: Add collapse functionality to hourly view similar to daily view
Problem: In the daily view it is possible to see the single work orders and the overview (including booking status). In the hourly view no overview and booking status is available. Requested feature: If overlapping elements are present in the hourly view, there should be a functionality to col...
Hi Peter,
Thank you for your feedback. I would like to know the scenario in detail to understand your suggestion better. Can you please provide an overview of the scenario you are trying to achieve here?
Thanks,
Vinay Nalam,
PM, Microsoft.
Multi Visit Work Orders
Ability to have multiple visits/resource bookings for a single work order to be carried out consecutively, not at the same time. i.e. An Installation Work Order which requires 3 bookings: a. Initial Site Survey, b. The installation visit, c. a Quality control visit. The structure to define the...
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,
Vinay Nalam,
PM, Microsoft.
Enable Schedule Board on Unified Interface apps
Applies to all Dynamics 365 Customer Engagement Unified Interface apps. Please enable Schedule Board on UI apps so that it can be accessed and used from any UI app. Customizers should be able to bring the Schedule Board on a custom UI app and it should be readily available especially on the FS...
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,
Vinay Nalam,
PM, Microsoft.
[Field Service] Dragging work orders item in "Schedule Board" days view
Currentry the "Start Date" and "End Date" of the "Create Resource Booking" dialog,
which id displayed when dragging the work orders item in the day view of the "Field Service - Schedule Board", are fixed.
It would be nice if the values of "Work Orders: Time From Promised" and "Wor...
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,
Vinay Nalam,
PM, Microsoft.
Enable Date Range Filters greater than 2 weeks in the future
Our contact centre agents are responsible for booking our technicians and sales advisers, and during the high season these field agents are extremely busy, with the result that availability in the immediate days after logging a case is very limited. Our co...
[Schedule Board] Allow booking creation on a specific time from the days/weeks view
Currently it's only possible to create a booking on a specific start time from the hourly view. It would be benificial if we could indicate a specific time for a booking as well from the days and week view. At the moment you will have to switch to the hourly view to set a specific start time o...
Hi Erik,
That is a great suggestion! 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,
Vinay Nalam,
PM, Microsoft.
Schedule board pop-up window alignment
Upon clicking "Book" button from within a Work Order, a schedule board window appears in a separate pop-up window. This additional window is often off the screen (depending on the monitor size and resolution but noticeably on a standard 13-inch laptop screens) requiring it to be dragged to the...
Hi Daniel,
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Thanks,
Vinay Nalam,
PM, Microsoft.
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.
Thanks,
Vinay Nalam,
PM, Microsoft.