Dynamics 365 Field Service

We have identified a significant gap in the functionality of Microsoft Field Service that we believe, if addressed, would greatly enhance user experience and efficiency. Currently, when creating an email from a work order, the system does not automatically populate the "To' field.

This feature is available in other tables such as incidents and opportunities, but not in work orders.

Upon contacting Microsoft Support, we were provided with a script to manually add to our forms, as this functionality is not available out-of-the-box. While this workaround is appreciated, it is not an ideal solution for all users.

It would be appreciate to have a standard feature that automatically populates the email recipient field with the contact specified in the "Reported By" field, or with the service account if the contact is empty. This enhancement would streamline the process, reduce manual entry errors, and save valuable time for Field Service users.

Hi all,

Regarding URS, it seems the Time From Promised and Time To Promised fields don't respect the Time Zone on the Calendar/ Work Hour Calendar of the Resource Requirement but rather the time zone of the User and/or device inserting the value. This is does not seem to be consistent nor intuitive when explicitly selecting the time zone of the resource requirement and then having to calculate the time difference of you (the user) and the RR's time zone when inserting the start time. Surely a better design would be to treat the Time To/From Promised as RR Time Zone related and not inserting user related as it makes it very difficult for central planners operating across many time zones requiring them to always calculate time differences or to keep switching their personal time zone to match the RR time zones they are booking.

Furthermore I have noticed that when inserting a value a Time Window Start and saving, the Time Zone value of the inserting user is automatically populated in the Time one for time window field rather than the Resource Requirement's calendar time zone, adjusting this has no effect, just adding more confusion to the design.

• Cause: Microsoft depricates the syncronisation of bookings with outlook.
• Workaround: create an appointment automatically after a bookable resource booking is schedule in the schedule board.
• Issue: duplicate record regarding the same business object (bookable resouce + appointment created by the workaround) are shown in the schedule board -> leading to loss of overview
• Comment: This feature is especialy needed when tracking outlook appointments (such as internal meetings) to dynamics 365 in order to have a better overview of each use resource.

Customized Theme reflected in Field Service App in Windows version, but this theme not reflected in Android Field service app.

It seems MS have limitation to display theme in Power Apps Field Service app.

Hope this will be fixed in upcoming releases.

With the recent shift to Modern Advanced Find in Dynamics 365, we’ve encountered a limitation that is affecting user productivity: users are no longer able to open or access Schedule Board Settings directly from Modern Advanced Find.

Previously, with Legacy Advanced Find, users could easily locate and open Schedule Board Settings, allowing for quick sharing and configuration of the Schedule Board across users. Now, with the Legacy Advanced Find being deprecated and performance issues when loading it, accessing these settings has become unnecessarily difficult and time-consuming.

Suggested Enhancement:

Please enable or restore the ability to open Schedule Board Settings from Modern Advanced Find. This improvement would:

• Align Schedule Board Settings access with modern UI standards.
• Enhance user experience by reducing clicks and time spent navigating.
• Support organizations transitioning fully to Modern Advanced Find without feature loss.

This change will streamline scheduling processes and improve efficiency for dispatchers and administrators using the Schedule Board in Field Service scenarios.

Benefits:

• Easier access to key configuration settings.
• Reduced dependency on deprecated Legacy Advanced Find.
• Enhanced usability and adoption of Modern Advanced Find.

Thank you for considering this enhancement to improve functionality and user experience in Dynamics 365.