Dynamics 365 Field Service

Inspections and Asset Properties overlap when it comes to inspections on an asset. As part of an inspection, you may want to record some property values. For the field Tech you would want to keep things simple so having them leave an inspection to go to the asset and fill in properties is not ideal. Also you may have tasks not related to an inspection where asset properties are needed but some of those properties may be on inspections.

So to get a holistic view being able to capture Asset Properties on the inspection form would be great. The ability to bring in the asset property field onto the inspection and use the field there to keep the inspection together would be great. Then updating the asset properties so it displays in the normal area as well.

Actually, if this is too limited. the ability to use a field from Dynamics 365 on the inspections, in general, would be great. The key would be having a way to update another record in return whether it was the asset properties or some details on another record. Ideally in a way that the end client can make this change.

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.

Issue:

==========

Users are unable to add "Bookable Resource Booking" entity to the Data verse Search.

Issue Repro Steps:

======================

-> Go to make.powerapps.com/

->In the left pane, select "Solutions"

-> scroll to the down as you see Default Solution and open it.

-> In the left pane, on the top click on the ellipses (3 lines)

-> select the option - "Overview"

-> In the Data verse Search section, click on Manage search Index.

-> In the Select tables to index for Data verse search, search for "bookable resource booking"

-> You can see no bookable resource booking is found.

Expected:

============

User should be able to add/ enable "Bookable resource booking" for data verse search.

Actual:

==========

User was unable to find/add "bookable resource booking " in the Select tables to index for Data verse search.

Feature Ask:

===========

Users should be able to add the entity "Bookable resource booking" in the Select tables to index for Data verse search.

In the Work Order page, when Equipment Part/ Components have issues, they are usually Repaired/Fixed/Replaced by Field Technicians on site can enter the Root Cause reasons specific for the part in the field box so that OEMs can view centrally and get a full list of parts failure analysis coming out of their products globally from all locations and territories and analyze and rectify and improve the product inhouse R&D team. This builds up database for Parts/Components Root Cause failure Analysis.

Example : Asset Name : xxxxx

| Part Name | Root Cause | Remedy | Runtime Hours or Value|

With most of the forms we can use quick-input, we defined a quick-input form for work-order-product and enabled the quick-input on this entity. But still when adding a new work-order-product via a work-order, it shows the inline main-form on the middle of the screen. We would like to use the quick-input.

Please make it possbile to configure wether the "save and close button" or the "save and new" button is prominent on the quick create form.

Thank you!

Today, we don't have the ability to set a mileage parameter for our Resources. For example, the sum of miles traveled for X-Resource cannot be greater than Y-miles. The idea is to create a mileage parameter attribute for a Resource entity. Thus, giving us the ability to set the criteria into a View for the RSO. In summary, we don't want the Resources traveling over a certain amount of miles.

The possibility to begin/arrive early in a work order. Right now when you want to change the work order status to "In progress" it's mandatory to select the "Actual arriving time" and it can't begin earlier than the "start time" or later than the "end time", this doesn't allow to track all the possibilities for a work order

At the moment you can select a row from a table, say an Asset. But all Assets are selectable. I don't see how this can be useful with a system where there could be hundreds or thousand of assets on a device. It should filter on the Assets at the Service Account for the Work Order. Similarly, why would you be able to select any Account? Surely this needs to be the Account from the Work Order. Or Contacts - there could be tens on the device. How is the engineer going to pick the right one?

Ideally the lookup should be a similar control as in a model driven app ie configurable.