Dynamics 365 Field Service

At the moment any changes to OOF field "Field Service Status" option set is not supported by Microsoft. This field is on to Booking status entity.

It would be great to be able to add custom option sets -> own statuses. It is possible to add own option set at the moment (system allows it) but if you do so, if will break logics and bring problems and error messages as using the system.

Here is current situation form Microsoft Documentation:

The Field Service work order includes a field called "System Status" by default. This field is an option set (type "choice") with options like Unscheduled, Scheduled, In progress, Completed, Canceled, etc. Each of these options has a label and an associated numeric value. System administrators can edit the labels of option sets (like "Unscheduled") but can never edit the associated numeric value of the label.

Our users can use Dynamics 365 App for Outlook in mobile devices to track email, however, unlike desktop version where we can track appointments, they could not have that feature in any mobile platforms. It would be great if Dynamics 365 App for Outlook can perform all the feature in every version of Outlook (Desktop/Tablets/Mobile).

Concern:

When dispatcher creates a booking in Daily view, if the resource already had a booking, the booking is split into 2 bookings which requires dispatcher to update the booking (by right click the booking > Edit > edit the time). Initially when dispatcher creates a booking in Daily view, there is no option to set the time of the booking and the booking will be created with start time = resource’s start time, which leads to the scenario.

The goal is to prevent multiple bookings from being created for a single work order when customer's scheduler drags and drops it on the schedule board. 

Issue Details:

Duplicate booking records are generated for a Work Order, all having the same "Created On" date, whenever the Scheduler drags and drops the Work Order on the schedule board.

Currently, signatures entered in the signature control cannot be modified after the confirm button is pressed. It would be more convenient to have the feature to modify the signature after the confirm button is pressed. Please consider implementing this feature.

Since clients want to have the scheduling process made as quick as possible, we would highly appreciate having the resource requirement lookup dialog, that appears on selection of a timeslot on the schedule board, removed based on a configuration flag which if set to true, would allow automatic creation of bookable resource bookings using a default resource requirements, hence avoiding the manual selection of a resource requirement in the lookup dialog.

We have a client who regularly provides for bi-weekly working patterns for their employees,

The simplest example would be 'I don't work every second Friday' but could have much more complex patterns that repeat every two weeks.

It is a tedious manual task to configure this type of pattern because the working hours setup for a bookable resource only supports weekly rules.

Please could you add support for biweekly patterns.

The New schedule board reduced the definition of row height to 3 values (Full, Medium and Compact) while the old board allowed a definition through a scale defining the height more precisely.

The old functionallity should be available on the new board to to allow customers keeping the liberty of defining the layout of their boards.

Work Order Service Tasks makes use of Inspection Templates. The questions and answers will be generated via JSON through a Power Automate from Microsoft. This is not directly linked to your Work Order Service Task.

In the Field Service Settings you can choose to "Immediately" create Customer Voice Survey Questions and Customer Voice Survey Question Responses. This will be done after completing your Work Order Service Task.

When you reopen your Work Order Service Task, change something in your Inspection Template and complete your Work Order Service Task again the JSON (questions and responses) will not be updated.

This is only when you choose in your Field Service Settings for Daily or Custom (basically also daily). The idea is to update the JSON also when you choose "Immediately". Besides this the Work Order Service Task must be linked to the questions and answers.

As referring to the MSDN [https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/faq-deleting-actuals] , Actuals entity record cannot be deleted.

We understand there should be some risks when delete records of Actuals entity, but in the case of mistakes or test records, delete function is necessary.

So that we request for the delete function for Actuals entity.

Dear Microsoft Product Team and Dynamics 365 Community,

My customer and I have encountered an issue where Field Service security roles do not function as expected when assigned to a team, preventing access to the Field Service Mobile app. While these roles work when assigned to individual users, manually assigning them on a per-user basis is not an ideal or scalable solution.

Steps to Reproduce:

• Create a Microsoft Entra Security Group team.
• Add members to the team.
• Assign FS Resource and New Mobile Experience roles to the team.
• Attempt to access the Field Service Mobile app.
• Encounter the following error message:

"Something went wrong—Field Service Mobile isn’t set up correctly, or you may not have the necessary permissions to access it. Contact your admin or select 'Learn more'."

Following the guidance from the Product Team, I am submitting this idea for their evaluation, with the hope that this functionality can be improved in future updates. If you believe this enhancement is necessary, please consider upvoting this request.

Thank you for your time and consideration.