Dynamics 365 Field Service

We want to use booking rules on the Quick Create form of the Bookable Resource Booking.

Apparently this is not supported at the moment.

Our customer builds trade fair stands and would like to use Resource planning as a key scheduling feature.

However, in order to do this, he needs to be able to display the Trade Fair Name, Venue (Exhibition Site), Duration in the Monthly View and also be able to set the color of the respective event according to the resource responsible for the event. Essentially the same functions can be set in the Hourly View.

Please, improve the mothly view to be abe to display same as Hourly view.

Ability to manage and specify customized start and end ressources locations on specific dates instead of 'Resource Address' or 'Organizational Unit Address'. It will optimize ressource scheduling in many cases, for example when technicians sleep at the hotel.

Currently, we can only remove the unmanaged layer of each component, that might be difficult when user unexpectedly created the unmanaged layer and find them to remove. We hope there will be a feature to remove all unmanaged customization in an environment

Currently, an inspection question can be hidden or displayed based on a response of a prior question in that same inspection.

Would be nice if questions can also be hidden or displayed based on fields of the related work order (or further, such as the service account or customer asset). If the customer asset size = Large machine, additional fields are displayed to be filled in. If customer asset size = Small machine, those fields are not displayed.

This would eliminate the need to create and manage multiple inspection templates...

Imagine there is a one to one relationship between customer asset and work order. There are two factors on the customer asset for which you need additional fields displayed on the inspection (whereas the majority of other fields is exactly the same). For example: Customer Asset size has 3 options (large, medium, small) and Customer asset ownership has two options (Lessor, Lessee).

The amount of inspections templates required is:

• Inspection template 1: Large Customer Asset, owned by Lessor
• Inspection template 2: Large Customer Asset, owned by Lessee
• Inspection template 3: Medium Customer Asset, owned by Lessor
• Inspection template 4: Medium Customer Asset, owned by Lessee
• Inspection template 5: Small Customer Asset, owned by Lessor
• Inspection template 6: Small Customer Asset, owned by Lessee

Would be great if we can add the logic in the inspection template itself, rather than creating endless inspection templates to be managed separately!

the custom button that we are using to upload pictures in Field Service App/WEB currently does not support HEIC format in Inspection template entities and more. we would like ability to have the format HEIC supported.

Once you use "standard Dashboards" and "interactive Dashboards" to show and analyze records in D365 you certainly will share them to all users.

As we use a specific custom designed card form of the work order to show the details of records, especially in interactive dashboard in the browser you expect that this card form will also shown in the mobile app.

Nevertheless, in the mobile app you can enable interactive dashboards but they will not use/ show the card form of the entity. This is a by design behavior as the support and product team of Microsoft told me. What you see in mobile when you use interactive dashboards is only the information which is in the field "name" and "modified on". It is shown in a simple not user friendly list.

If you use "standard dashboards" in mobile app it will use the card form you design.

Therefore, my suggestion is: Extend the functionality of interactive dashboards in mobile app that it will use the specific card form.

The validation in the plugin step "Field Service: Update (pre-operation) for msdyn_workorder" breaks down our business process in some cases and the error "The currency must be the same as the currency on the price list." occurs. In the error cases the data comes from our ERP system and in some cases we have that data constellation there. Since the currency is not relevant for us in D365 with regard to invoicing, we would like to turn off the validation. So it would be good if it could be configured, if the validation is active or inactive.

Data displayed on view as a mobile app is shown as card form when the screen size is small.

Currently, displaying customized card form is doable only on deprecated legacy read-only control. 

However, Power Apps Grid Control cannot display customized card form.

Customized card form can display many columns and can sort columns.

It would be much more convenient if Power Apps Grid Control could display customized card form, because legacy read-only control can display it.

I am using Field Service for Android application and i'm using default settings (environment create from scratch with no customization)

Following the process below, in some case "Refresh" button and "Show chart" disappear, and reappear.

1. Configure "Field Service Mobile" in "Offline first" mode (disable classic offline mode in app settings).
2. Make the first sync in mobile phone, wait until app be ready to use offline data
3. Close the app
4. Re-open the app : button "Refresh" and "Show chart" aren't showing up.
5. Navigate to an other table
6. Go back to home page : both buttons are available.

What are the prerequisites to see those buttons, is it a normal behavior ?

I made this suggestion after a MS support request.