Dynamics 365 Field Service

Objective:

To enhance the Characteristic and Resource Characteristic tables by adding functionality that handles certifications. This includes tracking the duration of certifications, automatically calculating the expiration date based on the duration, and providing a view that shows certificates expiring in the next 6 months. This ensures proper compliance and helps manage resource certifications efficiently.

Detailed Requirements:

1. Add Certification Duration to the Characteristic Table

• Characteristic Type Field:
• A field already exists (or will be enhanced) to classify Characteristic Type (e.g., Skill, Certification, etc.).
• New Duration Field (Duration of Certification):
• A new Duration field will be added to the Characteristic Table for characteristics where the Type is set to Certification. This will be a duration field (e.g., months or years), which indicates how long the certification remains valid.
• Example: For a Zamboni certification that is valid for 2 years, the Duration field will be set to 2 years.

2. Add Start and End Date Auto-Population to Resource Characteristic Table

• Start Date and End Date Fields:
• In the Resource Characteristic Table, when a characteristic of type Certification is selected, two additional fields will appear: Start Date and End Date.
• Automatic End Date Calculation:
• Once the Start Date is populated, the End Date will be automatically calculated based on the Duration defined in the Characteristic Table.
• For example:
• If a resource, such as a Zamboni driver for the Perth Panthers, receives their certification starting on January 1, 2024, and the certification duration is 2 years, the system will automatically set the End Date to January 1, 2026.

3. Create a View for Certificates Expiring in the Next 6 Months

• New Expiring Certifications View:
• A new view will be created in the system called Certificates Expiring in the Next 6 Months.
• This view will list all resource characteristics where the End Date is within the next 6 months from the current date. It will provide visibility to resource managers so they can track upcoming certification expirations and ensure timely renewals.
• Filtering and Alerts:
• The view can be filtered by characteristic type (e.g., Zamboni Certification, First Aid Certification) and by resource (e.g., Perth Panthers Zamboni drivers).
• This ensures that managers can stay on top of expiration deadlines and prevent any lapses in certification.

Workflow Overview:

1. Characteristic Table Setup:

• A new Duration field will be added to characteristics where the Type is set to Certification.
• Example:
• Characteristic: Zamboni Driver Certification
• Duration: 2 years (configured in the system)

2. Resource Characteristic Setup:

• When assigning a Certification characteristic to a resource (e.g., Perth Panthers Zamboni driver), two new fields, Start Date and End Date, will appear.
• After entering the Start Date, the End Date will be auto-populated based on the Duration field from the Characteristic Table.
• Example:
• Resource: Zamboni Driver for Perth Panthers
• Characteristic: Zamboni Driver Certification
• Start Date: January 1, 2024
• End Date: January 1, 2026 (auto-calculated based on the 2-year duration)

3. View for Expiring Certificates:

• A view will be created that shows all certifications expiring in the next 6 months.
• This view will include details like the Resource Name, Certification Type, Start Date, and End Date.
• Example:
• View Name: Certificates Expiring in the Next 6 Months
• Filters: Certification Type (e.g., Zamboni Driver Certification) and Resources (e.g., Perth Panthers drivers)

Example Scenario:

• Perth Panthers Zamboni Driver:
• A Zamboni driver for the Perth Panthers is assigned the Zamboni Driver Certification characteristic.
• The certification duration is 2 years, so when the resource characteristic is created for the driver, the Start Date is entered as January 1, 2024. The system automatically calculates the End Date as January 1, 2026.
• The Certificates Expiring in the Next 6 Months view will show this certification when it is 6 months from expiring (around July 2025), allowing the team to plan for renewal before the expiration.

At the universal ressource scheduling we can more less customize all forms and views except the "Create Booking" form.

We have the requirement to add an option set to the booking during the scheduling process. Therefore we ask for the ability to customize also the "Create Booking" form.

Idea 1:

Within the schedule board – Hourly view I have the option REBOOK when i right mouse click on the booking

When I check the daily/weekly/monthly view I do not have the option REBOOK when i right mouse click on the booking

All views should work the same and show the REBOOK option

Idea 2:

When I click on the expand icon when i hover over a booking within the hourly view, the WORK ORDER is opened

When I do this in the daily view, not the Work Order is opened but the Resource Requirement.

All views should work the samen, the WORK ORDER should be opened

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.

Need an option to calculate tax automatically based on the tax-group selected in the quote line.

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.