Dynamics 365 Field Service

It would be useful to be able to import documents which the business currently uses in paper form / on Word to be used as inspection templates, including making fields dynamic.

In most of our customer's use case scenarios, they will be using the RSO to shuffle around the planning over a period that already contains existing bookings. However, when executing the RSO over a time period that already contains bookings, the current default behavior is that the RSO will adjust the duration of those bookings based on duration specified in the linked requirement.

Most of the time this is behavior is undesired:

• The planner may have manually adjusted the duration of the booking in order to respond to real time developments from the field.
• The requirement may have been planned over multiple days or multiple users. The RSO will now adjust one of the bookings to the full requirement duration, and now the requirement duration may be exceeded.

"But the planner can change the requirement if something changes!". Even if they have the permission to adjust the resource requirement (which isn't always the case), often you don't want to change the actual requirement. And let's also admit that the end user is lazy and/or forgetful so they simply adjust the duration of the booking (because that's what they see in the schedule board) and leave it at that.

This is why we expect the RSO process to never adjust the duration of existing bookings, or at least have an option to make this the default behavior. As long as this is not an option, I couldn’t recommend our customers to purchase a RSO license, as it becomes useless in many cases where it would otherwise have a practical application.

Issue:

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As per the OOB functionality, we have the feature to drag and drop the Unassigned bookings over the schedule board to make them assigned.

User's ask:

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User also wants the feature to make an already booked bookings over the schedule board to drag and drop them back in the Unassigned bookings to make them Unassigned.

Schedule Board,

when I have a setting to see a Board from 6 a.m. to 6 p.m. but there is a booking scheduled from 1 a.m. to 4 a.m. there is not hint about that there is an entry in background.

I would like to have maybe a colored bar or mouse over of that day that shows up that there is something in background.

When a user adds an additional column to a view and then clicks Export to Excel, the additional columns are missing from the exported file.

Scenario:

Technician adds a Property Log for fridge temperature of 50 Degrees F. Property Log should be flagged for (HIGH-RED) being out of the normal range of 36 Degree F to 46 Degrees F to signal to the technician to take immediate action. Out of Range property logs could be linked to knowledge articles to assist the technician.

Create Booking form for Hourly view has Start time and End time mentioned.

But for Daily/Weekly view it is not present.

Requesting you to add the Start and End time to Create Booking form which will be helpful while distributing a requirement to multiple resources.

When drilling down/into charts on a dashboard, all fields are listed which is cumbersome for end users to utilize. It would be more useful and user friendly if the fields available for drilldown were configurable like Power BI.

It is very awkward to find activities related to a work order when they are buried in the bookable resource booking.

Please allow the bookable resource booking's activities to be rolled up to the work order similar to contact activities rolling up to its account (i.e., via the rollup view relationship attribute).

Problem: a user may attach many documents to an opportunity, account, work order, or customer asset, but to view the document, the user must click on the link, open the downloads folder, then click on the file to see what it is. It would be better if the user could see a pop-out (tooltip) type thumbnail as they move their mouse over the link.