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Additional Field Service enhancements

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Apr 1, 2021

Feature details

As part of 2021 release wave 1 for Field Service, we've added a number of important improvements that are narrower in scope:

  • The tax code fields on the work order and other records have been required until now. This added complexity to Field Service implementations. To simplify, we've added a "Calculate Tax" toggle in Field Service settings to allow customers to enable the Field Service tax calculation logic, when it makes sense. By default, starting in this wave, our tax calculation logic will be disabled by default.

  • Many of our customers take advantage of the Field Service incident type capability. Incident type is a powerful capability that allows customers to scope work orders with a high level of detail (quickly adding products, services, tasks, skills, knowledge, and more). With this wave, we're adding the ability for administrators with incident type creation privileges to quickly create a new incident type from a work order. When an organization creates a work order that represents a common scope of work, an administrator can select an option to use that work order as a model from which to create an incident type for future use.