Microsoft Dynamics 365
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Dynamic Inspection Header
Inspections are really great. They make designing and filling out test reports a lot easier. The PDF export of responses as pdf is a good possibility to provide a report to the customer.
To use this meaningfully, the form would have to be pre-filled with some dynamic data from the work order inci...
Export completed inspection (e.g. as PDF)
As of now it is only possible to export blank inspections as PDF.
Many customers need an inspection report from us.
So exporting an completed inspection would be very helpful instead of only a blank one.
In Wave 2021 Early Access Release which will go GA in April, 2021 there is a new button 'Export Responses' on work order service task that can be used to export inspection responses as pdf. This is available in the new Powerapps based mobile app as well. And is in addition to the out of box capability released in october 2020 to push the individual question responses to CDS.
Allow more file types for uploading documents
My idea would be to expand the permitted/supported file types for uploading in inspections, there would e.g. .tif/.tiff same as in CRM be helpful for us.
Possibility to add reference images to the questions
It should be possible to add images to the questions. Technicians sometimes need to answer a question based on a visual reference or need to do measurements at a specific point in a machine which could be indicated by an image in the question itself.
The same functionality already exists in Mic...
Ability to Change Inspection Type (i.e. Checkbox to Radio)
Presently the logic is built based on the actual question, if a question type needs to be amended the logic also needs to be rebuilt.
The scenario that exists, if a customer implements a check box for a yes/no question, both yes and no can be selected. If this check box subsequently changes...
Inspection Question Configuration - Number Field Decimal Precision
When you create or revise an inspection in D365 Field Service today, there are no decimal precision settings and it auto-defaults to two decimal places. Many field organizations rely on more precise values and calculations, and will need to extend to three or four (or more) decimal places.
Inspection Matrix, Column Type Entity Lookup
With new customers, the technician must first record the installed base on site. Capturing this with customerassets is unreasonable on the mobile app.
The Matrix Toolbox in the inspection is ideal here. However, you can only specify numbers, text and custom dropdowns in the inspection columns. I...
Customise Inspection Templates for customer facing responses.
It would be ace to be able to customise the inspection template with Header, Logo etc.
Alternatively you could set the responses to download as a word template instead of PDF.
Finally a method of downloading all responses on a work order in one step rather than individually from each service t...
Inspection - Add calculations/mathematics logic
Inspection is a nice concept but lacks some more complex functionality we see in other apps.
Adding mathematical possibilities in field inputs would increase its use:
Simple example: Input value 1: xx : Value 2: xxx – Calculate volume: xxxx
- Volume less then xxx – question 5 etc..
Make Inspection Response available for bulk download
I have customers that have to send clients the inspection responses.
In some cases up to 20 inspection sheets are filled out on a single work order.
The time to go into booking or work order service task and individually download the PDF Response is putting the customers off using them.