PSA provides a great work hour and expense recording tool for resources.
A lot of customers are asking for the same functionality in Field Service!
We use the same resource entities, schedule Board in both products. Why it is not possible to record work hours and expenses related to a work order?
When a resource requirement is scheduled using the Schedule Assistant, the travel time is correctly calculated. However when using drag&drop, the booking gets created w/o any travel times. This inconsistent behavior often confuses user.
Suggestion: Unify the behavior (of course only if job is not location agnostic).
We established a gap in Field Service after a discussion in the Field Service Yammer Group in regards to Multiple Resources and the Resource Requirements. If you for example would like to schedule a Work Order to 2 Resources, you will find that this can't easily be done without any customization or even coding (plugins / custom workflow activities) in the system. Although you theoretically can schedule the same Resource Requirement twice, you would most likely want the Resource Requirement to disappear from the "Unscheduled Work Orders" view (or custom view for that matter) in the Schedule Board once it has been planned. The Resource Requirement does have a Quantity Attribute which is described in the MSDN as "Enter the number of resources required.". This attribute however does not seem to be used anywhere. So as a partner we have a few options, which I would love to see natively available in Field Service. 1. Multiple Resource Requirements One way to resolve this natively in Field Service, would be by introducing a new setting in the Administration page of Field Service "Create individual Resource Requirements". In the background, Field Service can then create duplications of the Resource Requirement based on the Quantity of the original/parent Resource Requirement. These can then be individually filtered and planned. 2. "Remaining Quantity" Another approach is a new field on the Resource Requirement named "Remaining Quantity". The Resource Requirement would be generated / created with a "Quantity" of 2. The "Remaining Quantity" is then automatically set to the same value upon creation. Every booking will result in the "Remaining Quantity" to be reduced by 1, where as a cancellation or deletion of the booking will result in the "Remaining Quantity" to be increased by 1. Therefore enabling you to filter the Resource Requirement properly. In addition to that, it would be nice to see a way to define the "Quantity". Possibly on the Incident Type. I feel having both options in Field Service available, will enable the architect/lead to decide the best approach for their case. Resources Groups do not fulfill this gap, as that would be the preferred approach if the customer has fixed teams. As an example: you might be inclined to use a single Resource Requirement with multiple bookings when the Resources work together during an installation on the same date and time, while you might want multiple Resource Requirements when using different date and times so you can configure the "Promised time / date" fields accordingly.
It should be possible to setup RSO scheduling a Multi-day trip.
This is a strong requirement. A lot of our customers schedule resources for multi-day trips (without returning to Office/Home for x days).
This should be setup on resource Level.
In this scenario - a Service engineer leaves at home monday morning and returns friday evening. He stays x nights in hotels on his route.
Unlike Google Chrome and Firefox, Internet Explore does not display [Save & Close] button on a form when setting Booking Recurrence for Monthly in the Field Service solution.
The button cannot be displayed or been cut off from the form.
It would be wonderful if you could fix this problem.
Field Service Mobile crashes every time I try to open that Bookable Resource Booking list.
1. install Field Service Solution
2. create a Work Order
3. Assign the Work Order to a resource
4. install Field Service Mobile from Windows Store
5. Synchronize the Fied Service Mobile
6. Open the Bookable Resource Booking
7. Open the Work Order record assigned to a resource in Step 3
8. Field Service Mobile crashes.
I've had many client requests for this problem.
Go to Field Service > Work Orders > SCHEDULE ASSISTANT on the ribbon.
In order to search resources from Work Orders by using Schedule assistant, you need to check into ‘Ignore Travel Time’.
If ‘Ignore Travel Time’ is not selected, the error shows up saying that ‘ONE OR MORE ERRORS OCCURRED’. This is quite troublesome.
Please look into the issue and the fix is needed for CRM users.
Relevant for Dynamics CRM Online 2016
For customers using the schedule board for lesser-complicated scheduling needs, we're looking for simplified calendar views. I would like to suggest the addition of weekly and business-weekly views that provide clean and crisps views of single, or multi-user bookings, horizontally across a single screen. Think of your Outlook weekly calendar today.
Use case 1: As a single user, I can see my weekly, or business-weekly calendar on one screen with all my bookings visible.
Use case 2: As a single user, I can create a new booking from my weekly calendar by clicking the time slot and filling out a modal dialog with required booking parameters.
Use case 3: As a manager, I can see the weekly, or business-weekly calendar for my team in one screen with all bookings visible on one screen and color coded for each individual team member.
Use case 4: As a manager, I can create a new booking for one of my team members by clicking a time slot and filling out a modal dialog with required booking parameters.
The following is an example from Telerik which is a pretty good example of the kind of scheduler that many companies use for less complicated scheduling needs: https://demos.telerik.com/kendo-ui/scheduler/index. The schedule board in CRM is impressive for what it is designed to do, but for those of us trying to do basic scheduling with skills matching, we're having a hard time because it doesn't provide these basic foundations.
At minimum I'd like the product team to consider adding these necessary views to the existing schedule board. Alternatively, I think a secondary and more basic schedule board for those of us doing more basic scheduling would be a HUGE win in the platform.
The default size of the multi-line text box for Resco Mobile Dynamics 365 Woodford is too tall; however, it does not have the settings to change the field size.
A user cannot see the multi-line text field properly because the field is not in an appropriate size.
It would be really great that if a user would be able to customize the size of the multi-line text field when using a solution such as Resco Mobile Dynamics 365 Woodford in a mobile app.
When using the Field Service Schedule Assistant (with travel times), the filter options only let you set a filter for the Start Time and End Time. However, with travel times enabled, the Start Time is when the resource begins travelling (not the start time of the booking/appointment with the customer).
For example, if a customer is on the phone and requests a 10am appointment, there is no way to easily get suggestions where the appointment time (Est. Arrival Time) is 10am. A user might open the schedule assistant and enter a Start Time of 10am - this will display results where the resource begins travelling at 10am. So if the travel time is 36 minutes, the assistant recommends an appointment time (Est. Arrival Time) of 10:36am.
Of course, there are ways to update this after the assistant makes the recommendation, but that causes extra steps and there is a risk you are now violating certain restrictions (work hours, other bookings, etc.) that the assistant takes into consideration.
I would suggest adding the Est. Arrival Time as a filter option (along with Start Time and End Time) or simply replacing the Start Time filter to drive the Est. Arrival Time.