Dynamics 365 Field Service

There is a frequent happening scenario in our organization where user receives more quantity than ordered. For example, they ordered 4 pins, but pins are delivered in a small plastic bag which contains 10. The suppliers will deliver 10 instead. so we need to have a receive quantity as 10.

I know Dynamics Business Central already has this feature in a release in 2020. Really hope Field Service Inventory and Purchasing can have it too.

Ribbon work bench buttons are not showing names completely, some of characters are hidden and ended as 3 dots.

Can we extend this on ribbon to show all the characters accordingly.

Business Requirements : Security roles should be able to enable/disable advanced find.

Reason : Views created might filter the data but advanced find would showcase all the data to customers.

Can anyone recommend the best scanner to integrate with Field Services for asset management?

Any advice would be greatly appreciated.

Several users may write work requests to fix an issue without knowing that it was previously reported. The ability for the planner to point those new requests to the a single work order line would allow the users to see that the request they have put it is not just being cancelled or rejected, but linked to a work order so that they can follow completion. Typically now, any subsequent request would be cancelled or rejected and a note or other communication written back to the submitter to let them know outside of the system that the WO was created elsewhere. Additionally, the ability to link a new work request to an already created work order line would help drive the correct behavior of reporting issues when found, instead of wondering if someone else has reported it already.

When a new work request is created it may align with an existing work order, so the ability to just convert that work request into an additional line of an already open work order can be beneficial.

Based on the documentation, the address suggestions only work on Account, Work Order and Booking. Please make this available as a standard control that can be added onto any custom form or custom tables. Ideally, this would work for any table that has address fields.

Currently working around this with a custom control leveraging Bing Autosuggest API.

Enable Address Suggestions:

Address recommendations on account, work order, and booking forms let you quickly enter addresses. Recommendations help ensure accuracy and reduce errors. You can enable address recommendations in the settings. Address recommendations are for use on account, work order, and booking forms. It's not available for customization or use on other forms and is hidden during form editing.

Hi,

We use the booking system to book Specialized staff (7 different types) into specialized or specific category of room (8 different types). We also have additional resources that can be booked - such as cars, special equipment that may be required..

This is on the Service Activity entity. When trying to set-up a multiple requirement for a type of service, we were able to add the requirement to have a 'specialist' type of user resource, and a 'specialist' type of room. Perfect..

When the activity is created, and we click book, the scheduler view comes up with all the combinations of staff and room - combined into one line, for each potential time..

Person1, Room1

Person1, Room2

Person1, Room5

Person2, Room1

Person2, Room2

Person2, Room5

Etc.

This is PERFECT! It didn't work properly before, but it seems like it's fixed in that regard.. When you book that combination, then it adds a booking for each resource- ALSO PERFECT! Now I also want to book some special equipment or a car on that same booking, when we click on Book, it shows those same original combinations of staff and room...Not anything else.. What we would like is to be able to ADD other things to the booking. As it is now, if we have the multiple resources are specified, then the scheduler always has just those..

We tried making something Optional as a requirement but that would do ALL variations.. even if they are optional..

Person1, Room1, Car1

Person1, Room2, Car1

Person1, Room5, Car1

Person1, Room1, Car2

Person1, Room2, Car2

Person1, Room5, Car2

Person2, Room1, Car1

Person2, Room2, Car1

Person2, Room5, Car1....

(plus one row for each TIME available -depending on settings..) With all the combinations, it's very slow, and not friendly at all to use. especially if the other options aren't needed..

If we have multiple resources required on a service type, and if the requirements are filled/booked.(I.E. user type and room type) we would like to show the normal scheduler as if there were no requirements.

Thanks

Users were previously able to look at personal views on the field service mobile app. They did sometimes have to log out & back in to see them, but now they are no longer supported in offline mode. We have a client that every single one of their mobile techs build personal views for their bookings and it's not reasonable to build that many system views because then everyone has to scroll through the long list. This is important functionality that has been removed from the application and a disadvantage of the field service mobile app.

https://learn.microsoft.com/en-us/power-apps/mobile/offline-capabilities#supported--capabilities

Schedule board should allow Multiple resources to be assigned to one Work order through Schedule board where a group leader should be able to be assigned to perform the action, Creating crews for around 100 users and 100 vehicles is a difficult task.