Dynamics 365 Field Service

The licensing system is currently changing too often and too fast, so we hope that the product team considers stability a top priority.

The idea here is that MS should inform customers or partners via email whenever there is any change in licenses that they are currently subscribing to, so it does not cause any confusion. This can help customers keep track of their licenses as well as the capacity changes that can possibly cost extra without noticing.

Users would like to configure the layout of the schedule board by undocking the panels and moving them to different screens or arranging them in a different order to suit the user. Currently users are opening multiple versions of the schedule board across different screens whilst adjusting the size of the panel accordingly to support their need (eg: map, gantt width). Doing this requires them to manually refresh each screen (or wait for the timed updated) to see updates as they don't maintain context.

Being able to undock items like the map and move it to a different screen, would allow users to optimise screen real-estate along with additional flexibility for layout.

Hi Team,

We are implementing Universal Resource Scheduling for one of our client. We have noticed few limitations while developing solution with schedule board.

Requirement No 1: Client want to implement confirmation message before cancel the schedule booking item but we do not have any identifier for new status, so we are unable to implement this validation in booking rule.

Requirement No 2: Client want to implement multiple schedule board for different location and also want to implement different validation rules for different schedule board but currently we do not have identifier trigger point of schedule board, so we cannot setup different validation rules based on schedule board.

Requirement No 3: Currently, we do not have option to select multiple items to schedule at same time. We need to schedule it one by one.

According to our client business point of view, above all 3 points are very important for users to manage schedule board.

Thanks,

Jayesh

We would like to have Booking Card on Schedule Board showing up data basing on Custom HTML Template even for Daily, Weekly, Monthly Views as it is happening for Hourly View.

Companies that have many inspection templates need a way to revise those templates over time. In our customer’s environment, all changes are made in a non-production environment and tested before the changes are promoted to production. Currently there is no way to make revisions to an inspection template in one environment, and then move those changes to the same template in production once tested. All revisions to existing templates must be made in the production environment. Exporting to json and importing creates a new template, not a revision to an existing.

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)

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.

Inspection forms in the current form support basic inspections, however are limited in capability.

For example: labels, no group objects with collapsible behaviors, criteria based defaulted values, and calculated values are all not support to name a few.

This makes it difficult to use the product to build complex forms required with offline capability.

Improving the features and UX capabilities of the mobile app would significantly improve field user experience.

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.

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.