-
Geolocation settings
Suggested by Daniel McShane – New – 0 Comments
Geolocation services are currently a global setting and apply to all users. It would be really good if different profiles could be setup and assigned to the bookable resource to meet specific requirements (different shift patterns, resource type location must not be known, different sync intervals, etc)
-
Allow customization of 'Products Available For Transfer' view
Suggested by Greg Somogyi – New – 0 Comments
The scenario is a simple Inventory Transfer.
When adding Products and the Inventory Adjustment Product Quick Create form pops up, the Product lookup field is using the Products Available For Transfer view to look for products that are transferrable from the Source Warehouse.
This view is dynamically generated and it can not be accessed in the default solution or customized.
The view only displays the Product Name, Product ID, Field Service Product Type columns.
Some customers use different product attributes to look for products and it'd be great to be able to display those attributes in the lookup view.
-
Define service territories based on geolocalization on a map
Suggested by Justine Robidas – New – 0 Comments
We would like to be able to define service territories for resources not based on postal codes, but based on geolocalization functionalities that are already embedded into Field Service. This is because defining a great number of service territories and modifying them purely based on postal codes is extremely tedious, and modifying those service territories, even more so.
Ideally, we would like to be able to draw a polygon on a map to represent the service area of a ressource, and all work orders within that area (determined through longitude and latitude data already available through the geolocalization services within Field Service) would be automatically assigned to this ressource. Being able to represent service territories on a map would also help insure that no service area is left uncovered.
-
Allow the Inventory level warnings to be disabled when adding Work Order Products
Suggested by Ian Podmore – New – 0 Comments
Field Service 8.8.68.25 added a feature for Use of product out of Stock setting.
This provides the option of a warning or error for the user when adding a Work Order Product.
For environments where the inventory levels are not actively managed it would be useful to have a 3rd option to completely disable the messages to avoid the annoyance of users having a message whenever they add a Work Order Product for an Inventory type Product if the Product Inventory levels are not maintained in D365 Field Service.
-
Auto-Generate Property Logs for Work Order Incidents the way Service Tasks and Products can be generated
Suggested by AllThings MS – New – 3 Comments
Scenario:
Technician is assigned Inspection/Audit Work Order and needs to capture telemetry/asset properties as for asset as of current time.
Currently, technician must manually create property asset logs and the reading time must be the created on date/time. This is too many clicks.
Request:
The Work Order should generate Asset Property Logs based on the Asset Properties associated with Incident:
Example:
- Fridge Compressor Inspection Incident Type has Temperature Asset Property and Pressure Asset Property.
- Work Order with Fridge Compressor Inspection Work Order Incident auto-generates blank property logs on create:
- Temperature: BLANK
- Pressure: BLANK
- Technician fills in the details from an editable grid or PCF similar to how Service Tasks can be completed from the FS Mobile App Service List
- Temperature: 98, Reading Time: Modified On
- Pressure: 40, Reading Time: Modified On
This would setup the possibility of having a mix of manually entered property logs and automated property logs enhanced by IoT. A "Pull Asset Property Logs" could automatically pull the readings for IoT enabled assets.
-
Embedded images on an inspection template
Suggested by Toshihiro Honda – New – 0 Comments
In case of an inspection jobs, workers want to see exact position of inspection point, in such a case.
So if its function has capability for embedded images like jpeg, it would be grate!
-
Set work hours for alternate week or month
Suggested by Rakesh Ambre – New – 0 Comments
Resource work hours has been kind of a gray area, which over the period of time has seen improvements in user interface. However, from functional perspective it still lacks sort of flexibility that Field system administrators would definitely welcome. Manually setting work hours for individual resource is more of a laborious task and needs lot of user input. It has been simplified to an extent with Set Calendar function which utilizes Work Hours Template. It is eventually some other resource's work hours used to create a reusable template which can be assigned to other bookable resources. One thing to note, setting calendar of a resource using work hours template, sets the entire calendar. So if the template has work hours for all 12 months then the work hours of the target resource to which this template is applied will be set for all 12 months. In a typical shift roaster, resources are planned in rotating shifts and usually the calendar of the resources are alternating either every week or month. Lets say, John who is operations analyst for Oil and gas company works every odd month in the morning shift (6 am to 6 pm) and in the night shift ( 6 pm to 6 am) in even month. Currently, there is no simple way to set John's calendar for the month of Jan (odd month) and copy it to the months of March, May, July and so on. There can be two solutions for it. 1. Simply having a Repeat option of "Alternate Month" will help to set the calendar for alternate months. 2. Set calendar function can be modified to extend resource's current calendar to other months. So John's work hours for the month of Jan can be set for the months of March, May, July etc. -
Account form: make 'Assets and Locations' overview adjustable
Suggested by Annelies De Backer – New – 0 Comments
The tab 'Assets and Locations' on the Account form shows a treeview of the Functional Locations and if desired with its assets. We want adjust this treeview in some way. We want to be able to filter on a certain Functional Location Type on the Assets and Locations treeview. We also want to see certain properties of the shown assets.
-
Drag and drop multiple selected work orders to a resource on a scheduling board
Suggested by Mr Test Test – New – 0 Comments
The scenario we have is that a customer on the same worksite has ordered several changes to be done during the workday.
Our planner wants to manually select multiple work orders and assign them to a technician (resource) on the scheduling board.
It can get quite tedious to drag and drop 10-15 work orders to the same resource.
-
Extend timeout for synching videos due to large size
Suggested by Wayne Le – New – 0 Comments
When our customers using Resco to sync their video from the mobile app to Dynamics 365, if the sync time exceeds 3 minutes, they will receive a timeout error message. Please extend the timeout more to let our customers upload their large files into Dynamics.
You’re offline. This is a read only version of the page.
