Dynamics 365 Field Service

In the old version, in the schedule board (hourly view) grid there were thiny lines between hours and bold lines between days.

To reduce the risk of scheduling activities inadvertently over 2 days, the idea is to have again bold lines between days.

For users that work shift work / night shift. It has been requested that a feature be added to enable them to toggle dark mode to better support working at that time of day.

For mobile users, this would mean the screen was not bright and a driver distraction and for schedule users it would align to the other applications they are using in parallel with D365 which support Dark mode.

Today, if a customer wants to mass upload property logs they can not do it via the asset.

We nee to make Property Log available in site map to have access to the export and import excel.

But the real problem comes due to the fact that the value for property log does not sit in one single field but multiple (depending on the data type).

This makes the composition of the excel to complex and forces complex customizations to allow the users to upload and track the progress.

It would be much needed if the excel import would allow the user to put the value in the field "msdyn_valuetodisplay" and internally, Dynamics would copy it to the right store field (msdyn_booleanvalue, msdyn_datevalue, msdyn_numbervalue, msdyn_stringvalue).

Note: putting the value on "msdyn_valuetodisplay" does not make any difference.

Currently the map view in the schedule board is plotting the planned work order based on FE starting location and (address location) and not considering the FE actual location which is misleading.

This should be enhanced to show once work order assigned to FE the route should be calculated from his current location to the work order location and the same should show in the map view.

The new schedule board can only display 14 days on the Gantt chart. This is completely unworkable for our application, as we must have at least 180 days of bookings viewable at any given time.

Currently we are using both Individual resource requirements (single resource) and Requirement Groups (multiple resource) for scheduling work. We have also configured booking rules associated with booking creation. These booking rules are only triggering when bookings are created via individual resource requirements and not Requirement Groups.

For consistency in the product this feature should also be extended to incorporate requirements group bookings.

Our resource planner, when planning the allocations for their team, use the percentage option. On some allocations, they are requested to book a specific percentage of a resource’s availability, e.g. allocations of admin projects.

In order to ensure that the percentage is showed correctly they need to make the allocation precise down to minutes. If even one minute off, the percentage will round down, and the percentage reflected will be lower than it actually is.

The recent (2023H1) changing of the rounding rule introduces an high level of precision required from the planners, as it leaves no margin for the resource planners. They need to get, the allocations right down to the number of minutes precisely with was not the case before. 

A booking of 9.83%, is shown as 9% in the Schedule Board and not 10%. In order to show 10%, the resource planner will need to manually adjust all bookings across multiple months down to the minute - a very time-consuming task for the resource planners.

This level of precise does not provide the additional value compared to the time that the resource planner needs to spend adjusting the board to show the desired percentage. From a business perspective the new rounding rules on percentage does not make sense.

Request

We would like the rounding as prior to the change; Where the rounding follows standard mathematical principles, hence rounding down if the digits are below 0.5 and up if equal to or above 0.5.

In case the product team wants to keep the newly introduction rules of rounding as-is, would alternative solutions be offered to accommodate the users, e.g.:

• Customization options in settings on rounding principles
• Showing digits on the percentage

On the schedule board there is an option to change the Retrieve resources query. In our system we made our on query to fetch the resources. However when a user updates the query on the board, it does not update immediately, the user has do do the update twice on each board. This takes time and education for all users to make the functionality work.

According to Microsoft support changing the query that is used to fetch resources does not automatically re-run the resource filter and search on the board. 

For the time being there are no plans on to support this scenario since customers do not frequently change these settings as part of normal operation of the board (only in configuration and setup).

They have also suggested creating a new board tab that will have its own settings and can use its own resource query in case you need to switch between resource queries often. Possibly opening both schedule board tabs in separate windows. 

Our customers would like to have this fetch updated automatically.

When several jobs are being performed by another team, following the same Work Order, we should be able to copy paste the booking to quickly assign the task. Also if we need to come back for any warranties, follow up, etc, it will be easier to copy paste existing booking and then just change the type of information inside, instead of creating new booking and add all the infos again

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.