Dynamics 365 Field Service

On the old schedule board map, you could see the color indicators for resources and the corresponding resource requirements they were assigned to which simplified routing based on resource location. In the new schedule board, you only get that color coding when including "routes" in the filters or by clicking on a resource specifically to see their route. The new map is much more cluttered and does not nearly as useful.

If these changes cannot be made, Microsoft should enable customization development of the map functionality by individual organizations.

Currently the columns seem to minimize, hiding the column header names - the whole text is not visible. Give the option to turn on a functionality where the column is always as wide as the text in the header so the whole field name is visible.

I would love to give certain user roles a read only view the schedule board. I do not want them to be able to drag and drop bookings, extend durations, etc.

Regardless of the work hours set under Personalisation Settings, when adding new working hours to a Work Hour Template - if you switch to 'Custom' the time always changes to 8am-5pm.

It should respect your setting.

Hello -

Our company utilizes bookings for our service calls. Due to the nature of our business often times the notes field is being utilized by several of our repair technicians. Could we enable a way for them to bold the dates prior to their notes so it's a clear distinction when one service visit's notes begin and end?

Ex. 04/17/24 - Found part needs replaced. Tech 123 04/18/24 - Replaced part. Tech 456

Our business ships parts directly to customer's locations. It would help decrease our time to serve if we could enable the scheduling of a resource requirement based on a given shipment's tracking reflecting a delivered status.

We generate a large amount of audit log entries for Geolocation Tracking events that we don't care to keep long term. It would be nice to have the ability to set a retention period by entity to control how long each audit entries are kept for. This would also help to ease the maintenance of cleaning up these logs to adhere to storage limitations.

User Experience improved a lot with the new Work Order Experience. Unfortunately the Business Process Flow is not available.

In our current scenario the Work Order has a Lifecycle of 5-6 stages which include Planning and Scheduling but not only. In terms of usability and business requirements it would be beneficial to use new Work Order Form components together with BPF.

That´s why the request is to make the BPF also available on the new Work Order Experience.

Given by the fact, that OOB the currency on work order has to be same as currency on service account (or the billing account respectively), we are faced the issue, that the custom solution cannot automatically create the work order, based on a quote, if the linked accounts do not have the same currency.

Model situation(s):

1. The company that is being billed has child companies (accounts) with different currencies.

When user creates a work order, he wants to have INR as a currency on a work order. Service Account on that work order has INR as a currency, and a Billing Account with CHF as default currency. This causes an error when creating a work order, because Billing Account and Work Order currency are not the same.

2. There is no billing account on work order (billing account is the same as service account) with CHF as a currency, but we need to set work order currency to INR, because this is billed in India and currency must be in rupees. This also throws an error because currency of Service Account is not the same as currency on Work Order.

Expected solution:

There will be no limitation on work order currency and all totals will be recalculated to work order currency, regardless of currency on service or billing account.

Currently it is not able that admin can adjust the sequence of booking status in the booking status. In the interest of efficiency it annoying that frequently used statusses might be at the bottom of the drop down field and less frequently used might be at the very top. The usage will differ from way of working process from company to company.

Enabling this featue will generate time savings in the work process.