Dynamics 365 Field Service

My current process has me creating 4 work orders each representing a milestone within a project. This works to replicate progress invoicing within Field Service at the cost of losing insight at the higher level in a single view.

Would it not be possible to set up a parent work order logic similar to the incident type logic is Primary (is parent); and then tie in the child work orders in the entire process. I couldn't find information from Microsoft on the intended purpose of those fields but found some from IBM which seems to I think make my idea seem reasonable?...

https://www.ibm.com/support/pages/when-use-child-work-orders-tasks-and-multi-asset-location-table-work-orders

What you could then do is have a Parent work Order be completed only when all children are completed (if dependent), but it would also allow me to submit one quote to the client and have 4 child work orders spawn from it, see the profitability of the Parent Work Order (project as a whole), instead of only the milestones.

I understand that I'm currently using field service instead of project operations but as of now there is a minimum license requirement for project operations which is the root cause.

We would need the ability to overbook or underbook our available resource by date:

Overbook - we need to overbook the amount of appointments, often 5-15%, to account for higher non-completion rates (technical or just customer refusals), to ensure our workforce is utilised as possible.

Underbook - we need to be able to underbook, often this is between D-56 and D-28 holding back resource capacity to allow holidays and other outages to be booked.

Pot Management - be able to control what work comes in by type by date by area (or other such entity):

Skill

Work Type

We'd like an AI driven function to derive learned values for activity durations at activity type and other attribute levels within work order. This should learn at at an area and individual engineer level. The data needs to be relevant and good to use, so should consider volume of activities undertaken, as well as exclude outliers.

This should then be applied automatically (daily but weekly would do) to existing and newly booked appts. Should be applied at area and tech level, the area values aggregated from techs within the area.

This should be a continuous cycle.

These values should be used within the RSO function to understand where best an appointment is placed based on things like reducing travel, maximising utilisation etc.

When manually moving an activity if the activity breaks the below rules, an intrusive window will pop up warning user, and making them decide if they want to proceed or cancel the action. Warning must be intrusive and drive the user to make a decision.

1. Skill mismatch
2. Will miss SLA/timeslot
3. Shift Mismatch (engineer not working on that day, or activity will go past shift end time for tech)

For activities to move dynamically into white space in schedule board, within MTs schedules. For example, if an engineer has two 8-12 timeslot appts in the morning, and the first appt finishes an hour early, we'd want the second 8-12 to move forward into the white space as well as any other corresponding activities in the schedule automatically (barring it breaking any rules e.g. it wouldn't move a 12-4 to 8-12).

The map in the schedule board in Field Service should offer the functionality of showing it in a new full screen window which can be used on a secondary screen to increase the usability of the schedule board if two screens are available for the user working with the schedule board.

On the Dynamics site map, allow administrators to configure the column that is displayed for the records on pinned or recent records. Many times the msdyn_name field may not me anything to the application user. So, similar to adding a quick find column on a quick find view, allow administrators to choose a column that may mean more to the user to be displayed as the Pinned / Recent record "name."

for virtual entity, in the view list, cannot appear the correct total count. 

When using "Find availability" fetaure in Schedule board, we can change filters with our own custom fields. The only fields that cannot be changed or used are msdyn_fromdate and msdyn_todate.

If we want to use e.g. custom field bs_mycustomfield instead of msdyn_fromdate for filtering resources, this cannot be done (msdyn_fromdate and msdyn_todate are somehow hardcoded).

Currently while scheduling the work orders through map view on new schedule board we see work order pins are stacked to each other when there are many unscheduled work orders nearby and you have to zoom in completely to see the different locations. This can be bettered for scheduling for an error free experience