SLA not working on collection cases
When creating a case category of the type Collections, a default Service Level agreement is selected. When a user creates a case of this category, the default SLA is not filled. The user is also not able to fill in the SLA on this case.
Workflow for Tasks vs Approvals
Split out the workflow functionality for approval vs tasks. Currently if the global workflow setting of "disallow approval by submitter" is set to "yes", a task within a workflow does not get assigned back to the submitter. The functionality to have that global setting turned to yes, and allo...
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Public data entities to create cases and activities in FinOps from third party app
To be able to create cases and activities in FinOps from third party app it would be useful to have the following data entities to be public and available as OData API for the creation of Cases and Activities in FinOps: * CaseDetailBaseEntity * CaseAssociationEntity * CaseDependencyEntity * smmA...
Add reference to non conformancies in cases
In projects, we often intend to handle non conformancies in companies with cases, since they often need to be processed by different departments. Unfortunately, there's no reference for non conformancies in cases in Dynamics 365 fFO. We think it'd be a small but very useful improvement to extend ...
Odata element needed for the creation of cases and associations
Hi, We are working with external sources in which customer do enter remarks on invoices, products and services. One source is a portal the other source is scan software. For any of the remarks we do need to react within a number of days by law. Therefor all these complaints \ questions \ remar...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Today there is a DMF entity that is explicitly not enabled for odata, as it contains many fields and isn’t tailored for a specific role. You can absolutely extend or copy that entity if you believe you can use as-is or take our entity as a basis for a role-tailored entity.
Sincerely,
Ryan Sandness
Integrated Case Management across Dynamics 365
As many customers are using the entire D365 platform, an Integrated Case Management solution is required that spans across Dynamics 365. The current D365 FO Case management is perfect to associate D365 FO records and that is still highly required and we use it for Returns processes (RMA), Finance...
Description box in activity does not display when user access through cases- view activities.
Please follow the below steps on USMF Legal entity on a Contoso environment. The environment version that I have used is :
Installed product version : 10.0.24 (10.0.1084.80)
Installed platform version : Update48 (7.0.6253.76)
Pre-requisite:
1. Nav...
Thank you for your suggestion. To help us in our review process, we’re requesting votes from the community to help us understand the importance of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Case details and case processes table to be added to entities and CDS
It would be great if the employee case details table and the case processes table could be added to the DMF entities and also CDS. (Not only FMLA cases, but all other cases). There is currently no way to report on cases apart from FMLA cases from Talent that I can find.
Thank you for your suggestion. To help us in our review process, we’re requesting votes from the community to help us understand the importance of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Case Management Process needs to inherit Responsible person from the case process setup
I setup case processes with a level and task within each level. (Sales and Marketing > Setup > Cases > Case processes).
However, when I create a new case and select that case process, the responsible person on each level is assigned to the person who created the case, ...
Thank you for your suggestion. To help us in our review process, we’re requesting votes from the community to help us understand the importance of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Issue 370589 - Parent case is not correctly transferred into New case form when filter is applied to All cases list page
Thank you for reporting this product issue. We agree that this is an issue for you and understand how this can be impacting your business. Unfortunately, the issue doesn’t meet the standards we require to be adjusted at this time. Our previous fix implemented had severe side-effects so had ...
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it. This was an original design decision to treat collection cases differently and we have significant implications involved in changing the data model and functionality that currently treats collection cases differently.
Sincerely,
Ryan Sandness