Field Service (v 7.1.0.33) Enhancements enabled for this upgrade release:
• Added a new view that shows only Field Service based Quotes and Field Service based Orders and link it to sitemap in Field Service.
• Added switch to turn off address suggestions at Field Service settings.
• Handled querying Service Territory offline to improve performance.
Share the schedule board:
You can now share the schedule board with specific people, everyone, or yourself only.
◦ Just me – Only the owner of schedule board settings record sees it. This must be a Dynamics 365 user.
◦ Specific people – Only users with read access to that schedule board settings record see this. This can be based on having higher security rights, or if the record is shared using Dynamics 365 Share functionality.
◦ Everyone – If the user has access to use the schedule board, they will see these boards.
• Dim unavailable resources: When searching for availability on the schedule board, resources that are unavailable in the search can either be dimmed, or removed from the schedule board. A user who only wants to see a specific set of resources can choose to dim unavailable resources instead of removing resources that are not a match while a user without this requirement can have unavailable resources completely removed from the board. This setting can be changed in the schedule board tab settings.
Fixes for this upgrade release:
•Schedule assistant is not displaying resources as per Requirement Resource Preference (Restricted/Preferred) on IE11 Browser.
NOTE: This upgrade release can only be installed/upgraded for Dynamics 365 9.0+ org.
Universal Resource Scheduling Enhancements
Fixes for this upgrade release
•Schedule board error when time zone set to GMT-3
•Schedule board shows no resources available until switching from Hours view to Day view.
•Map pins are not refreshed when moving to next page of resources while in RM.
•Requirement map pin loses focus when searching for availability.
•Handle escaping requirement name on Schedule Board.
•Maintain Bookings not opening in the correct view.
•Cancel bookings route also showing in the mini map in schedule board.
•Hide inactive resource characteristics from resource fly out.
•Booking duration and percentage is not changing when cancel the booking after the moved bookings to different day.Cannot sort or filter fields added to requirement view on schedule board from other entities.
•Changing territory filter on board does not take immediate effect on the requirement tabs when Apply Territory Filter is enabled.
•On Schedule board, inconsistency in calculating the available capacity between hourly and daily view.
•Duration value is not updated when the requirement detail is deleted.
•Incorrect duration time on view details tooltip template in RM mode.
•On click of “Load Default filter” not clearing all controls in Filter control.
•Resource driving directions print window, print icon is missing next to print label.
•Add Fulfilled/Remaining Duration fields to the Requirement form.
NOTE: Enhancements and bug fixes for Universal Resource Scheduling apply for Field Service and Project Service Automation as well as other schedulable entities.
Documentation site at https://docs.microsoft.com/dynamics365/, and then choose the What’s new tile.
