Allow Product Name Translation Changes through UI
At present the only way we are aware of to load Product Name translations is through the admin area. This is time consuming and cumbersome for a small number of new translations. It would be far easier if the Names of Products could be update by changing the user language and then changing the ...
Selection of Multiple Territories in Work Order Summary insights
It is only possible to select 1 territory at a time in the Work Order Summary report. It would be useful to be able to select multiple territories, and if the selected territory is a parent to show data from all children/grand chilcdren etc in the report.
Increases number of relationships allowed in Mobile Offline profile
There is currently a restriction on the number of relationships allowed of 10. This is providing very restrictive as we move to refine the 'Notes' entity. The standard filtering of notes created in last x days is not suitable as a technician may want to view notes created 12 months ago on a Cus...
Prevent Active Directory updates from overwriting latitude and longitude data on user
We have had Resource User latitude and longitude data overwritten in D365 Field Service twice now as the address held in the Active Directory is not the actual home address of a technician but an office address. The actual latitude and longitude data had been loaded into D365 but it was overwrit...
Word Template to use Product Name Language Translations
Word Templates created for Work Orders are used to create documents to send to end users a Work Document.
When this template includes Work Order Products and Work Order Services, these have Product Names included. The Product Names have Translations loaded in the different la...
Allow the Inventory level warnings to be disabled when adding Work Order Products
Field Service 8.8.68.25 added a feature for Use of product out of Stock setting.
This provides the option of a warning or error for the user when adding a Work Order Product.
For environments where the inventory levels are not actively managed it would be usef...
Ability to set or save the Schedule Assistant 'Mode' to Gantt or List
The Schedule Assistant resets the 'Mode' that the suggested Resources and Times to List,
The Gantt view is often preferred by users as it is easier to use, which means very often as soon as the Schedule Assistant window opens, the user will cl...
Allow a record to be deleted with offline data in Mobile Offline enabled
With the Mobile app (standard Field Service Mobile Power App) it is not possible to delete a record.
The issue is not security permissions.
Users such as technicians sometimes need to delete a Work Order Product or Work Order Service for example. When offline is enabled, it is no...
Do not update Work Order 'System Status' when the sub-status is changed and System Status is not different
The current system behaviour is that when a Work Order Sub-status is updated on a Work Order, the System Status value is updated even if it is not different to the existing value.
This causes multiple triggers of Processes and Fl...
Stop Booking Duration being extended when estimated travel time is replaced with actual travel time
The default system behaviour when a Booking has an Estimated Travel Duration is that the total Booking duration is made up of the planned Work duration and the Estimated Travel Duration.
When the Resource travels to the customer after setting the Booking Status to Travelling, ...