FEATURES.mdv9 · history
Published docs in the Dynamics 365 Field Service KB: Consultant-focused KB for Microsoft Dynamics 365 Field Service: implementation notes, gotchas, and configuration decisions beyond the official docs — across work orders, scheduling and dispatch, resource management, mobile app, asset management, inspections, IoT, Copilot, and administration. The daily monitor task adds a row here when it publishes or updates a doc. Browse the live KB at https://365-almanac.app/kb/d365fs.
🆕 New & Updated
| Date | Change |
|---|---|
| 2026-10-29 | Added Rental operations: fleet items and work order requests (Public Preview) — finance-and-operations-led fleet items and the approve-before-execute work order request, the Asset Management solutions that must be removed first, and the dual-write map order. |
| 2026-10-15 | Added Migrating Field Service to a new environment — what carries over by migration type, RSO schedules that must be re-published, flows and connection references, Synapse Link and dual-write limits, and the post-migration validation checklist. |
| 2026-10-05 | Added Time Zone Agnostic Scheduling — UTC-normalised availability in the schedule assistant, for Location Agnostic requirements only; no crews, pools or promised windows, and quick scheduling and the availability API ignore it. |
| 2026-09-27 | Updated: RSO goals, scopes and optimisation schedules — added the documented scope-size cap (resources × jobs must be under 5 million or the run times out) and a troubleshooting note that an unexpected resource or time reflects the goal's constraints/objective order, not an engine mistake. |
| 2026-09-24 | Updated: Designing the mobile offline profile — Microsoft's updates to shipped sync filters now arrive unpublished for admin review (edited filters are skipped entirely, relationships update while keeping your changes), so every Field Service update leaves a review step nobody has diarised. Publishing profile changes creates an active solution layer, which matters for controlled environment promotion. Added the shipped five-minute sync intervals and the seven-day booking filter, and the profile-assignment check that precedes any filter debugging. |
| 2026-09-19 | Updated: Scheduling Operations Agent — plans can now run on a recurrence (hourly/daily/weekly/monthly, 30-minute minimum) as well as on demand; Crew resources are no longer unsupported; requirement dependencies are an always-enforced constraint; and a Prefer Existing Bookings objective is available in custom goals. Added a gotcha on recurring plans with auto-apply rewriting the board unattended. |
| 2026-09-19 | New: Booking-level restrictions in the Scheduling Operations Agent (Public Preview) — per-booking Optimization behavior (Ignore / Optimize / Schedule if feasible / Do not move) and Restrict to (Arrival time / Shift / Resource / Resource + Arrival time) overriding status-level optimization methods; booking-level restrictions beat requirement-level Must choose from, Ignore still lets other work be scheduled over the booking, and the Shift restriction only applies to bookings already wholly inside a shift — Scheduling & Dispatch. |
| 2026-09-18 | Updated: Designing the mobile offline profile — corrected custom-control offline behaviour: a filtered-out row returns empty, but a table missing from the profile entirely can make the offline API unavailable and return an error. Added guidance to follow the API's own paging information rather than hard-coding one paging pattern. |
| 2026-09-10 | Initial backfill — 64 docs published across all 11 categories. |
By category
| Category | Docs |
|---|---|
| Work Orders | 7 |
| Scheduling & Dispatch | 8 |
| Resource Management | 6 |
| Mobile App | 6 |
| Asset Management | 6 |
| Inspections | 5 |
| IoT & Connected Field Service | 5 |
| Copilot in Field Service | 5 |
| Administration | 6 |
| Licensing | 5 |
| Decision Guides | 6 |
| Total | 64 |
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