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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Report button missing & no report generated in Dynamics 365 Field Service

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ReportReport
Posted on by 12

Hello Community,

I’m looking for urgent assistance in restoring the standard service-report function—its absence is now disrupting our daily routine.

 

What’s happening

 

  1. The Report button has disappeared from Field Service → Work Order → Bookable Resource Booking.

  2. Before it vanished, clicking the button only refreshed the page—no PDF was produced



  3.  

What I’ve tried so far

 
# Action taken Outcome
1 Followed Microsoft’s “Create service reports” guide and imported the Service Report solution Button  missing
2 Re-added the Report form to Bookable Resource Booking and re-published the app No change
3 Uploaded a new Word template via Power Apps → Advanced Settings → Templates → Document Templates
• Primary entity set to Bookable Resource Booking
• Work Order fields also mapped
No change
 

Assistance requested

 

  •  

    Are there hidden dependencies or settings that would remove the Report button or stop the PDF from being created?


  •  

    Is this a known issue in recent Field Service updates?


  •  

    Suggested next steps (additional solution import, flag activation, etc.)?



  •  
 

Screenshots of the missing button location and template configuration are attached.

 

Word Template Attached:

 

Report Button Missing for Field service web app:

 

Report Button Missing for Field service mobile app:



Thank you for any insights!

I have the same question (0)
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    2,375 Most Valuable Professional on at
    1. Missing Control on the Form
    • Go to Form Editor for Bookable Resource Booking.
    • Ensure “DocumentTemplatesGridControl” is enabled on the Related Documents or Report section.
    • If not present, add it manually from the control tab.
    1. Missing Service Report JavaScript/Web Resource
    • Check for msdyn_/fs/ServiceReport/ServiceReport.js.
    • If missing, reimport the Service Report add-on from Microsoft Learn.
    • Make sure web resource is referenced on the form’s OnLoad or button click.
    1. Security Role Permissions
    • Ensure your role has:
      • Read/Write on: Bookable Resource Booking, Work Order, Work Order Service Report.
      • Generate Document privilege under Miscellaneous Privileges.
    1. Required Plugin Step Missing
    • Check for plugin: msdyn_GenerateWorkOrderServiceReportPlugin.
    • If not found, it didn’t import properly—reimport the full Service Report managed solution.
    1. Known Bug Workaround
    • In recent Field Service versions, the button only shows in the Unified Interface app and not on classic forms.
    • Use the Field Service (Dynamics 365) app—not a custom app module.
     
  • Suggested answer
    Holly Huffman Profile Picture
    6,554 Super User 2026 Season 1 on at
     
     
    Good morning, afternoon, or evening – depending on where you are in the world!
    This issue you are describing—where the Report button is missing from the Bookable Resource Booking form in Dynamics 365 Field Service, and previously only refreshed the page without generating a PDF—is a known scenario that can occur due to missing or misconfigured components in the Service Report solution.
    What’s likely happening:
    • The Report button and its functionality are part of a custom Power Apps Component Framework (PCF) solution provided by Microsoft as a sample.
    • If the button is missing or non-functional, it usually means:
      • The solution was not fully imported or published.
      • The Reporting form was not correctly enabled for the Bookable Resource Booking entity.
      • There may be custom form conflicts or missing execution context in JavaScript handlers [1].
    Recommended steps to restore functionality:
    1. Re-import the latest Service Report solution:
      • Download the latest version of the ReportingSolution_managed.zip from Microsoft’s official guidance [2].
      • Import it into your environment as a managed solution.
    2. Enable the Reporting form:
      • Open the Field Service app in App Designer.
      • Navigate to Bookings → select the Reporting form.
      • Click Add, then Save & Publish.
    3. Check for JavaScript handler issues:
      • If you’re using a customized form, ensure that the execution context is passed correctly to internal handlers.
      • Microsoft provides a script and manual steps to fix this in Power Apps or via browser console [1].
    4. Test in both Web and Mobile apps:
      • In the web app, open a booking and click Report in the command bar.
      • In the mobile app, go to More > Report, then Save to Timeline.
    5. Optional: Customize the report:
      • You can modify the PCF control to include branding, additional fields, or layout changes.
      • The solution supports offline access and PDF generation with customer signatures.
    I teamed up with AI to respond the most accurately and efficiently.
    Hope this helps some.
    References
    [1] Missing Form Context for Internal Handlers on Customized Bookable ...
    [2] Add custom service reports in Dynamics 365 Field Service
     
  • CU17060247-0 Profile Picture
    12 on at

    Hi Support Team,

     

    Thank you for confirming that the Report button relies on the PCF-based Service Report solution and for outlining the recovery steps.

     
     

    Actions I have taken since your response

     

    1.  

      Removed old solution, re-imported the latest package

       

    2.  

      Enabled and published the Reporting form

       

      •  

        In the Field Service App Designer I added the Reporting form to Bookable Resource Booking, then Save & Publish.



      •  

    3.  

      Result

       

      •  

        The Report button is now visible again in both Web and Mobile.


      •  

        However it is still non-functional – clicking it simply refreshes the booking record and no PDF is generated.



      •  

    4.  

      Environment notes

       

      •  

        We are using Microsoft’s default Booking as well as Reporting form for Bookable Resource Booking – no custom form or JavaScript overrides.


      •  

        I have attached screenshots of the solution import summary and the App Designer settings for your review 

    Solution Imported:


       
    Correctly Added Saved and Pulished

     

    Help requested

     
    # Question
    1 Package verification – The file I imported was downloaded from:
    https://aka.ms/fs-service-report/ReportingSolution_managed.zip
    Could you confirm that this is the latest and correct package? If not, please provide the exact download link.
    2 Script location & validation – Your guidance mentions msdyn_/fs/ServiceReport/ServiceReport.js.msdyn_GenerateWorkOrderServiceReportPlugin.
    Could you share a screenshot or short video showing where this file should reside and how to verify it is loading correctly?
    3 Next diagnostics – Given that the button now renders but still fails to create a PDF, what additional logs or traces should I capture (e.g., browser console, plug-in trace log)?
    4 Work-around – While we troubleshoot, is there an alternative Microsoft-recommended method to generate the same service report PDF (e.g., a temporary Power Automate flow or other tool)? This feature is critical to our daily operations.
     

    Please let me know if you need further information. I’m ready to supply additional logs or schedule a screen-sharing session.

     

    Thank you for your continued assistance.

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