Important Notes for Field Service and Project Service Automation after upgrade of Dynamics 365 Organizations to version 9.0


After you upgrade Dynamics 365 organizations to Dynamics 365 (online), version 9.0, please also make sure to upgrade the existing Field Service and Project Service Automation solution to the latest and greatest version; this ensures functionalities work as expected and allows you to try out new capabilities introduced in the new release.

To update to the latest Field Service, Project Service solution, visit the Admin Center for Dynamics 365 online, and head to the solutions page to install the update. For details, refer How to Install, Update a Preferred Solution

Known Issues for Field Service v6.2.x on Dynamics 365 9.0 Orgs

Web client

  • Issue with Geocode functionality on workorder/account/contact entities after selecting an address from address suggestor
  • Schedule Board doesn’t auto-refresh when changes are made to a booking; users must select refresh option
  • Issue with creating Quote Service-based/Order Service-based line, as “Save” is not visible on the quick create form
  • Cannot create opportunity line (service-based line)

 

Devices (using Dynamics 365 App from store)

  • No apps will be available when user with FS resource role logs in
  • “Field Resource Hub” app is not available if user with System Administrator security role logs in

 

Known Issues for Project Service Automation v1.2.x on Dynamics 365 9.0 Orgs

Web client

  • User cannot confirm project contract
  • Cannot to add project-based quote line and contract line
  • Cannot create project/project template

 

Known Issues for Field Service v6.0.x on Dynamics 365 9.0 Orgs

Web client

  • Booking details are not available from the “Details” tab

 

Devices (using Field Service app)

  • Intermittent app crashes
  • Intermittent error popup "Arg_NullReferenceException" while creating work order in Windows 10 tablet

 

Devices (using Dynamics 365 App from store)

  • Permissions issue when a user with Field Service resource role logs in
  • No apps will be available when user with System Administrator security role logs in

 

Known Issues for Project Service Automation v1.0.x on Dynamics 365 9.0 Orgs

Web client

  • Cannot confirm project contract
  • Cannot add project-based quote line
  • Cannot create quote from opportunity. similarly, quote cannot be created from opportunity form using “+”
  • Cannot add project-based opportunity line
  • Cannot create booking/task

 

 

For more information:

 

Feifei Qiu

Program Manager

Dynamics 365, Field Project Service Team

 

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