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.

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.

Currently, we can only remove the unmanaged layer of each component, that might be difficult when user unexpectedly created the unmanaged layer and find them to remove. We hope there will be a feature to remove all unmanaged customization in an environment

Currently, an inspection question can be hidden or displayed based on a response of a prior question in that same inspection.

Would be nice if questions can also be hidden or displayed based on fields of the related work order (or further, such as the service account or customer asset). If the customer asset size = Large machine, additional fields are displayed to be filled in. If customer asset size = Small machine, those fields are not displayed.

This would eliminate the need to create and manage multiple inspection templates...

Imagine there is a one to one relationship between customer asset and work order. There are two factors on the customer asset for which you need additional fields displayed on the inspection (whereas the majority of other fields is exactly the same). For example: Customer Asset size has 3 options (large, medium, small) and Customer asset ownership has two options (Lessor, Lessee).

The amount of inspections templates required is:

• Inspection template 1: Large Customer Asset, owned by Lessor
• Inspection template 2: Large Customer Asset, owned by Lessee
• Inspection template 3: Medium Customer Asset, owned by Lessor
• Inspection template 4: Medium Customer Asset, owned by Lessee
• Inspection template 5: Small Customer Asset, owned by Lessor
• Inspection template 6: Small Customer Asset, owned by Lessee

Would be great if we can add the logic in the inspection template itself, rather than creating endless inspection templates to be managed separately!

The validation in the plugin step "Field Service: Update (pre-operation) for msdyn_workorder" breaks down our business process in some cases and the error "The currency must be the same as the currency on the price list." occurs. In the error cases the data comes from our ERP system and in some cases we have that data constellation there. Since the currency is not relevant for us in D365 with regard to invoicing, we would like to turn off the validation. So it would be good if it could be configured, if the validation is active or inactive.

Customers often have multiple time windows for their availability, which can vary across different days of the week. In Field Service - RSO, the scheduling engine currently only considers time constraints defined in the Promise Window (Promised Start Time and Promised End Time). This approach is insufficient when a customer location has specific constraints, such as being closed during lunch hours or closing earlier on Saturdays and Sundays.

By default, the Account table includes a column called 'Work Hours Template', which gets copied to the Resource Requirement when a Work Order is created.

I propose an enhancement to the scheduling logic to either:

1. Leverage the Work Hours Template as a time-based constraint directly on the Resource Requirement.
2. Provide a solution to capture and apply multiple time windows (e.g., closed hours or variable hours) in the scheduling process to ensure accurate and efficient scheduling

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.

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.

There is no way to modify the blank white inspection template. As we need to hand out to customer, its necessary that we can implement the company corporate design to the PDF !!!