Dynamics 365 Field Service

Currently, RSO schedules all available resource requirements to a resource based on the defined scheduling criteria.

In a scenario where there a more requirements than resources, this leads to a fully booked schedule with no availability.

Consequence of this is that all maintenance work orders are scheduled as soon as they are created, and service work orders created from cases cannot be scheduled anymore, because there is no availability.

The idea consists creating various capacity bands, where a percentage of the total available capacity can be allocated to certain work orders. This may vary based on customer type, work order type, or asset type. This needs to be flexible to variate in the allocation of capacity throughout different time periods in the year.

With this, RSO will reschedule the bookings and requirements according to the defined scheduling rules, but only limit this to the set capacity for the defined time window. Refer to the list below as an example:

Type of Work Capacity % Winter Capacity % summer

Maintenance 20 50

Repairs 50 30

Repair High Prio 15 10

Customer Group 1 5 10

Total 100% 100%

Type of work

The number of capacity bands should be unlimited, as long as the total adds up to 100%. The time from/to window should be flexible in dates. Capacity

On the Schedule Board screen, it might be very useful to connect the filters applied to the Requirements pane (on the bottom) with the map. For example, if there are 100 requirements and, after applying a filter the pane shows only 20 items, the map should show only the 20 requirement's locations just filtered

Would it be possible to add a Dark Mode option to all pages within Dynamics 365? Most people have Dark Mode on everything else. Hurts the eyes when i go to dynamics throughout my day. Thank you!

Currently, it is not possible to create a Booking record (created from a Work Order) whose related Booking Status (a lookup to the bookingstatus entity) has the status 'Proposed'.

This is a huge limitation because, due to this, we cannot use the 'Ignore Proposed Bookings' option on the Schedule Board for Booking records created from a Work Order.

When creating a bookable resource, in the "work hours" tab you can set a capacity for any given work day.

However, it is still possible to overbook above this capacity limit. For example, if a resource has a capacity of "1", it is still possible to book them for multiple work orders in a single day.

The purpose of this idea submission is to change the "capacity" function to prevent overbooking of resources on work orders.

The user story is as follows: "As a field service user, I want to be able to set a capacity for each bookable resource so that I can prevent them from being overbooked for work orders in any single given day."

We run monthly RSO jobs to schedule preventative maintenance work and would love to have a way to schedule these runs on a particular day each month, on the 22nd of each month as an example.

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

Hi,

Would it be possible to have prefilled fields, such as the date, and other info directly pulled out from the work order owner (name of engineer that imported the form, serial number the work order relates to, etc).

Also, customized template layout really is a big thing - the template could be use to prove the job was done as per the manufacturer recommendations/specification, but nowhere can we place the manufacturer logo, or customized style. Oh, and page numbers would be great too.

Thanks!

Hi I looked at the barcode option but couldn't find information about it, and in Preview mode it is grayed out - perhaps it is because I have no USB scanner connected on my laptop? But that would be great to scan the barcode off a label using a cellphone/tablet camera.

Please advise how we can use this feature, thanks in advance!

Hi, would it be possible to have a button that would allow the designer to transfer a question from a page to another one?

Right now, we need to create a new question in the other page, and modify the Logic it relates to.

Thank you,