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Usability improvements for the field technician booking form

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - Aug 3, 2020 Oct 1, 2020

Business value

With improvements to the booking work order form usability, field service technicians have greater success finding important information about their service appointments.

Feature details

  • Ability to change booking status from an inline drop-down list.
  • Address fields are merged for a quick read without scrolling and editing, and include location recommendations when technicians have internet access.
  • Quick find is visible by default on list views (for example, booking and work orders).
  • Grids with no results show an action to add (for example, "Add Work Order Product").
  • Grids for work order service tasks, products, and services show up to five results.
  • Tablet optimizations:
    • Quick create forms render left align.
    • Minimize horizontal scroll on the Booking Service tab by reducing the subgrid columns shown to three.
    • Reduce the sitemap to a smaller viewing pane.

Note

This feature is available in Unified Interface only.