Dynamics 365 Field Service

Currently only support us open the form of workorder service task and click the export response button to export the pdf.

We'd like to export bulk function on the view list. That will be a huge benefit for the customers. Please consider it. Thanks.

If the 24h time format is used generally (0-24h), the schedule board hourly view is using that format in the columns that represent the hours. If the zoom of the hourly view is set to 50 or 60 the time is presented in the 12h format (0-12 AM/PM). To optimize user experience a consistent behavior of the time format in the schedule board hourly view would be great.

Thank you and kind regards, Dejan Martic

RSO is a fantastic idea, however currently it only allows to schedule and optimise individual resources.

Majority of services companies have more than 1 resource booked to a job. we travel in 2 or 3 people and use trucks and the like.

We would like to see RSO being able to do this by utilising Resource Requirement Groups in the D365 Field service and project service.

thanks

Luka

Time Entry for field service is lacking some basic functionality - submission, review by manager and approval/rejection.

My recommendation would be to have the same functionality within Field Service Time Entry that exists in Project Operations:

• Technician on Mobile can submit time entry / entries for approval by manager. Entry Status = Submitted
• Once submitted, the technician could recall, if NOT approved.
• Once Submitted, the manager reviews:
• If Approved, the entry status = Approved
• If Rejected, the entry status = Returned and the Manager MUST enter a reason why.

It is sometimes required to create a 'soft booking' for service engineers. Soft booking is typically used in cases when a large service job with multiple resources is planned for the future or when for instance customer requests to have a specific service engineer to execute service assignment. Soft planning typically then happens prior of receiving a firm purchase order from customer and hard committing to a service assignment.

In our business scheduling is done by a dedicated person who will not be executing the actual service. In existing solution when such person creates an appointment on behalf of a service engineer also the organizer is automatically booked against this appointment even if organized has nothing to do with the actual appointment.

Once an appointment is created it is not very easy to modify it, i.e. to change the dates and times of the appointment.

This idea has two things to consider:

1. it should not be defaulted that organizer automatically gets assigned on appointment
2. It should be possible to adjust appointment on schedule board the same way as booking i.e. to be able to do drag'n'drop, direct editing of start / end dates, extending time frames etc.

When selecting a booking on the map functionality on the schedule board you are able to view the record or schedule it. However, when there is more than a single booking other than seeing a pop-up of the WO numbers you cannot interact. We should be able to either select the work orders and book them or at the very least filter the unscheduled work orders list at the bottom to then be able to interact with those work orders.

With the following calendar control users can click on a empty timeslot on the calendar to bring up a create form for the entity. Please consider adding an option to disable this behaviour so that users can't create new records by click on a calendar slot.

Add the calendar control to tables in model-driven apps - Power Apps | Microsoft Learn

My client wants to see customer name instead of start time or duraion on Daily/Weekly/Monthly view of the schedule board. I have already put it on the hourly view but Is there any solution to have it on the other schedule board's views.

As part of our ongoing Dynamics 365 deployment, we've been investigating the new technician location and arrival time sharing portal with a view to using it as part of our pre-appointment customer engagement strategy. During this process a number of limitations became apparent that we'd want to see addressed in order to make the functionality meet our requirements.

• The arrival time needs to be configurable to be a window rather than the exact time. This being the booked timeslot before the date of the appointment, and a narrower ETA based window on the day. Our appointments have high duration variability, meaning the ETA is unlikely to be met, and we need to set expectations appropriately to avoid call demand. This is a significant gap in capability
• Opportunities to customize of the content of the page are very limited, and we have a requirement to share information with customers to ensure the success of their appointment wherever we can get engagement with them. Being able to include brief appointment advice within the body of the page would greatly improve the customer experience.
• The technician location map shows the exact position of the tech once the travelling status is set. Our unions require us to not disclose the tech location if they are still within a set distance of their home address, which isn't possible with this solution and prevents us from sharing the map. Our current solution also allows us to obfuscate the tech location on the map to prevent their exact location from being shared at any time, and we'd want to see here also.

We should have feature to add recurring booking on basis of predefine frequency setup for incident type and preference set by customer . this will help organizations to have better visibility for upcoming month resource utilizations .man power alignment , inventory planning and in medical fields this will give a better output to customer for ex - if customer consumed these sessions within predefine timeframe they will have a better output for the treatment . this also have a better user experience for user where in one click they have a planner for the customer's . this will be very powerful feature for the spa ,saloon ,medical industry .