Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).
Comments
This is a most wanted feature as it is ideal to have work orders for Contacts in B2C scenarios. Definitely UpVote this idea.....
Category: Work order
This is must to have feature , in B2C kind of business , MS is offering CRM to multiple industry however the features are limited to specific set of business.
Category: Work order
Assigning work orders for contacts in Field Service is a must have
Category: Work order
Absolutely a must-have for the Retail / Telco (B2C) industry.
Category: Work order
It seems to be very shortsighted by Microsoft and it's dibilitating for my B2C business not to allow contacts to be used in the Field Service entity. I vote for Microsoft to make this change
Category: Work order
Having limited to having only account, the whole B2C line of business is completely impacted in the retail industry.
Category: Work order
We really need this capability as Work orders should be about the contact. We can derive the Account from that but we are trying to service individuals, not orgs.
Category: Work order
Indeed a much needed feature. Having a limitation of creating work orders only for accounts essentially limits the applicability of Field Service to B2B scenarios only. B2C scenarios are so common though where field service is applicable. There are many examples where a companies service individuals in their premises such as installation and servicing of HVAC appliances.
Category: Work order
As with previous posters, I feel this is an absolute must have to convince most retail customers to actually use MS Field Service. Otherwise they simply purchase other solutions. Up-voted this one.
Category: Work order
Yes, it seems strange they didn't use the customer field and instead opted for the Account Entity instead. We have 2 clients now with B2C requirements - A large wholesaler of cleaning and steam iron products and a solar company that sells to residential addresses. Both of these require the use of contact or customer entities and this short-sightedness causes us to create contacts as accounts and then map that way.
With over 2,000 solar installations to date and 50,000 retail customers for Steam Irons and cleaning products, this is going to put a lot of bad data in to our system. It also makes universal search more convoluted because staff see duplicate entries when searching.
Microsoft, we need a solution!
Category: Work order
Administrator on 6/8/2022 4:24:28 PM
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. As you're likely aware, all of our data is associate to service accounts so this would be a significant shift, however, if there's enough demand, we would consider making this change.
Sincerely,
Jason Cohen
PM, Microsoft