Dynamics 365 Field Service

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.

Please consider implementing a feature where admins can receive an email notification anytime an async workflow/system job fails.

Use Resource Scheduling Optimization (RSO) to optimize to Support Requirement Groups.

• Currently they have 2 resources
• R1 - User (Driver)
• R2 - Equipment (Big Truck)
• All work orders have specific requirement group (Driver + Big Truck)
• Currently we can use Requirement Group booking manually to have 2 resources booked to one work order
• RSO doesn't seem to support "Requirement Groups" but only "Requirements", is there a way to use requirement groups with RSO, if so, how?

The task recorder for RSAT [Regression suite automation tool (RSAT) is only enabled in Finance and HR. Ref: Task recorder resources - Finance & Operations | Dynamics 365 | Microsoft Docs

It has very good capabilities and saves a lot of effort in testing.

Request to please raise priority of this work in team's backlog to have this capability ready for Field service modules.

Previously in the Resco mobile application, business rules could color code fields on the form based on field value. It would be great to have this functionality in FS, FSM, and Inspections so resources can quickly tell certain values are above or below defined logic.

I have a unique requirement that keeps cropping up - tracking of specialty tools sent to technicians

The scenario is this: The customer has these specialized tools that are required to perform certain jobs. The customer, once it’s realized those tools are required for that job, will ship the tools out to a technician. That technician may use it on that 1 job or a few during that timeframe. Once done, the tech has to ship the tools back so they become available to others. 

Based on this, I was thinking of several different scenarios:

1) Using Bookable Resource of Type = Equipment. I was thinking of extending that record to indicate the following:

• Current location (warehouse or resource)
• Tracking entity…tracks the shipping to/from a tech. Once it’s shipped out to a tech, the Equipment becomes unavailable. Once it’s shipped back and confirmed all returned, it’s location and availability is updated. 
• Having that specialty tool show up on the schedule board as UNAVAILABLE or AVAILABLE depending on if it's assigned out

2) Setting it up as a Product inventory item and extending functionality to include possible serialization

• Utilizing Inventory Transfer to transfer from Main warehouse (Source) to Destination (Tech/Truck) warehouse.
• Extending Warehouse Entity to include Warehouse Type field, and if Warehouse Type does not equal Facility then expose Bookable Resource field (should be limited to User Type)
• Extending Inventory Transfer entity to include Ship Via, Tracking Info and a Transfer Status (Initiated, Sent, Received, Cancelled. In this scenario, the inventory would NOT be transferred to the destination until it's marked as Received.
• If Cancelled, the inventory is not transferred

We cannot find the price list field in the form displayed in the Field Service for Outlook Add-in, whereas this field is mandatory.

Form is not customisable.

For us it is not possible to define a default pricelist for the whole organization since we use Dynamics in several countries and each country has his own main price list (sometimes with different currencies).

Only solution we found has been to create business rule to set up a default price list per business unit.

We would need to be able to plan the best "trip" for our engineers for the whole week, or certain timeframe.

It is often that workers travel to a certain area to visit many customers (bookings), they would stay over night in a hotel and continue the trip in the morning. On Friday they will return back to their home address.

This would be like new feature with multi-day scheduling but it is not only one booking over two days but multiple bookings in a certain area over a longer timeperiod.

Thanks