Dynamics 365 Field Service

The planners that work with the schedule board get confronted with ad hoc problems. To oversee possibilities in the schedule they would like to have a check-box functionality to select random resources from different capabilities and/or resourcegroups.

The current (on premise) solution offers this functionality and is used by all planners throughout the day.

Customer would like the option to show/hide the utilization bar on the schedule board on the Daily, Weekly, and Monthly views. Note that it is the utilization bar that is shown above the bookings.

The standard calendar control does not currently offer the option of displaying the respective calendar week. 

A Powerapps control offers this option. However, it interprets the calendar weeks incorrectly and causes confusion. 

The standard Inspection template lacks the ability to add a simple logo on the Inspection template. The completed inspection can only be downloaded as pdf, we can't create word templates either. So there's pretty much no way to meet a simple & basic requirement for clients of incorporating their company's logo on the inspections generated from Field Service. This is quite disappointing and a big limitation currently for our clients as well as prospective clients. Dear Microsoft team, could you please add this feature to the standard Inspection template design?

Thank you.

Dear Microsoft Product Team and Dynamics 365 Community,

My customer and I have encountered an issue where Field Service security roles do not function as expected when assigned to a team, preventing access to the Field Service Mobile app. While these roles work when assigned to individual users, manually assigning them on a per-user basis is not an ideal or scalable solution.

Steps to Reproduce:

• Create a Microsoft Entra Security Group team.
• Add members to the team.
• Assign FS Resource and New Mobile Experience roles to the team.
• Attempt to access the Field Service Mobile app.
• Encounter the following error message:

"Something went wrong—Field Service Mobile isn’t set up correctly, or you may not have the necessary permissions to access it. Contact your admin or select 'Learn more'."

Following the guidance from the Product Team, I am submitting this idea for their evaluation, with the hope that this functionality can be improved in future updates. If you believe this enhancement is necessary, please consider upvoting this request.

Thank you for your time and consideration.

Hi,

In the lower part of the schedule boards defined work orders are displayed.

The views only can be changed by customizing them.

It would be helpful to have the same function for views as in the areas of work orders or bookings.

They can be adjusted very flexible (columns, filters,…) and shared with other users.

Thanks - Thomas

The tab 'Assets and Locations' on the Account form shows a treeview of the Functional Locations and if desired with its assets. We want adjust this treeview in some way. We want to be able to filter on a certain Functional Location Type on the Assets and Locations treeview. We also want to see certain properties of the shown assets. 

Hi Team,

Could you please introduce a feature for allowing customization to add a new option for repeat a series every four weeks in Work Hour control in Bookable Resource entity of D365 Field Service.

Thanks,

Debasish

Many businesses operate on weekends and adding some kind of clear visual indicator on weekends would be helpful to easily see weekdays vs weekends. This could be an icon, a shaded background/different color for weekends, or something else so long that it is easy to distinguish a weekday from a weekend.

When users hover their mouse over a task on the schedule board, a popup appears to display the task's details. While this feature can be helpful, some users find it frustrating as the popup can obstruct their view, making it difficult to reschedule tasks by dragging and dropping.

To enhance user experience, it would be advantageous to introduce an option to disable these hover popups entirely. This would empower users to manage their tasks more efficiently and provide the flexibility to choose whether or not to display the hover popup.