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.

When we plan a job/service or similar we have contract/agreements/estimations (or similar) where we state the work needed in Hours to perform this job.

To have duration display as e.g.3,75 days is utterly confusing, someone looking at that would think this job would take almost 4 days, but if you consider that the number behind here is 90 Hours the actual job will take about 7-12 days (depending if you work 8 or 12 hours per day)

We are using the duration fields on service tasks and on work order

msdyn_totalestimatedduration and msdyn_estimatedduration

Kindly make these display fields system or user configurable so we can set these fields to only display hours

Found this similar Idea but here they focus on bill duration.

https://experience.dynamics.com/ideas/idea/?ideaid=97fac98c-6fc0-ea11-bf21-0003ff68a0e7

A lot of our customers work with flexible crews. Due to this:

• The composition of the crews will change on a daily based depending on who when arrives to the office or who is available at that time or other reasons. Requirements will be first scheduled and after that the crews are composed.
• Next to that crews will work on different regions on a daily base. It could be that crew 1 works on Monday for territory 1, on Tuesday on territory 2, etc. This means when I filter on Territory 1 that only Monday should be available and that Tuesday and Wednesday etc should be greyed out.

Consequence of these flexible crews are:

1. There should be in the schedule board a better overview of the crew composition with this I mean:

• It should be visible in one overview in the schedule board who (crew member) is assigned to which crew this on a daily base
• Next to that it should be possible to see on a daily base on the schedule board if the right number of workers are assigned to the crew or not, if not enough crew members are assigned to the crew the crew should be presented in red or with a specific icon just like salesforce has: https://salesforceenthusiast.com/Content/webinars/service_crews.pdf

2. Next to that for crews that work on a rotating region base (see example given above) it should be possible to have an extra calendar per resource where the crew availability is presented per territory. This way when filtering on the schedule board by defining the territory, the availability should look at the resource calendar and the extra calendar where it is defined when this crew works for which territory. This way it is possible to see when filtering on the territory we can see if the crew works for that territory or not this in one look.

Booking Status Filtering on the scheduler board. Currently, filtering is only provided for resources, but we also need filtering for bookings. I have added Booking Status filtering at the resource level. Please check the attached screenshot. However, this only filters the resources and not the bookings.



For the old schedule board there was the possibility to open it on a tab which was specified in the url.

[environment url]/webresources/msdyn_/fps/ScheduleBoard/scheduleboard.html?#tab=[guid of the tab]

The same does not seem to work for the new schedule board. When changing the webresource in the above url to that of the new schedule board, you get the following message: "Cannot create ClientServiceApi. 'Xrm' was not available on the current window."

We have both field service and D365 F&O and our client would like be able to open the appropriate schedule board in FS from a service order in F&O.

Currently it is possible to configure the field "case id" on the work order form in field services in a way that it is a hyperlink which opens the detail page of the case in F&O. This I have done by adding a controle. This is handy because it should be easy to navigate from CE to F&O and the other way around. What we now also need is that the same should also be possible on a view. This because it is not wanted to always first open the work order form via which you can navigate to the hyperlink. We would namely like to add the hyperlink of the case ID in the open requirements view on the schedule board. This way another tab opens which show the information of the case in F&O.

Requirements on the Map view of the Schedule Board are shown through blue pins.

Our customer would like to have the possibility to define colours for the Requirement Pins in order to be able to immediately differentiate between different Types of Requirements:

for example WorkOrder Types or Incident Types that are more urgent than others

or Activities that require more Time than others.

Hi team,

The default search operator on the list view is “Equals”. There are lots of complains from end user about this, they need to change the operator to “Contains” manually since they can’t enter the whole information to search for most of the time.

Get information from MS support team, this couldn’t be changed currently. Please help to consider the feature for default search operator configuration function.

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.