Dynamics 365 Field Service

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Need the ability for bulk edit on the work order service tasks. This makes it easier for techs without having to go into each task to update specific fields.

By default the booking method is set to "Front load hours" but it should be possible to define what the default booking method is via a parameter. Reason is that some of our customers will always use the booking method "Remaining capacity". In this case they will always need to adjust this manually when booking the requirement.

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.

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.

It should be possible to show only the schedule board from 17:00 (afternoon) until 8:00 (morning) for planners that specifically do the planning for night shifts. When I now try to configure this the system says it is not possible because the start date should be smaller than the end date.

So it should be possible to visualize the day in 2 parts, from 00:00 til 08:00 and the other from 17:00 until 24:00.

It should be possible to show only the schedule board from 8:00 until 17:00 for planners that specifically do the planning for night shifts. When I now try to configure this the system says it is not possible because the start date should be bigger than the end date.

We have territories and subterritories. A territory could be like the province/county while the subterritory could be the city that is linked to the province/county. In the schedule board we need to have an overview of the planning on the territory level and when specifically scheduling on city level it should be possible to also filter on the subterritory level. This would mean that we have one filter "territory" and a second filter "subterritory" BUT the dropdown of the subterritory (second filter) should be limited to the subterritories linked to the territory (first filter). Otherwise, you can select a subterritory that is not even part of the territory. There is no way to make filter depending at the moment.

Currently, when you set custom HTML/CSS for booking cards, the changes only take effect on the hourly view. A common request from our clients is the ability to customise the daily, weekly and monthly views in the same way.

Without this, the booking cards are almost useless for clients where a typical booking spans over multiple days and a view other than the hourly view is used.

After creating a new resource booking via the quick create form, we clicked on the button "Save and create new". It's supposed to stay on the quick create form but after loading it opens the main form of the resource booking.

Users have added the OOB FS Libraries "FS.BookableResourceBooking.Library.Load" & "FPS.BookableResourceBooking.Library.Load" to Quick Create Form.

Current Behavior:

If these FS Libraries are present, when a user adds the details in Quick create form and clicks on "Save and create New" button, it navigates to Main Bookable resource booking form instead of remaining in quick create form.

Feature ask:

If these FS Libraries are present, when a user adds the details in Quick create form and clicks on "Save and create New" button, the Page should remain in same Quick create form,