Sorting international characters (Latin 1) with English language settings
I have a huge challenge in the fact that it is not possible to set English as a language in Dynamics (because I want non-native speakers to be able to work the platform too) and then sort international characters correctly. The response from developers is that you have to set the language to Dan...
Integrating One Note documents as knowledge base articles
I am looking for a way to easily take a series of one note documents and create knowledge base articles from them. I am curious if there is built in integration in order to do this and if so do they have to be formatted a particular way.
Plans to "combine" Field Service, Project Service, and Cases?
Scenario: I'm a director at an IT company who manages implementation specialists. In addition to implementations, these specialists also work tickets for their customers after initial implementation is complete. From my perspective, a project is essentially a bunch of tickets (i.e. cases) and ...
Global search on all attributes and entities bing like
Multi entities and attributes search
Thanks for your feedback, Gary. We'd love to help but we might need some more details to understand your suggestion better.
The platform offers a number of search capabilities. It sounds like what you're looking for might be addressed but Categorized or Relevance Search (these are sometimes also called Multi-Entity Search).
Here's a Docs page that talks about Relevance Search:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/relevance-search-results
Here are a few links in our community that have discussed the same topic but with a few more screenshots to provide more context:
- https://community.dynamics.com/365/b/beardedcrmguy/archive/2017/02/06/dynamics-365-relevance-search-enable-and-set-up
- https://community.dynamics.com/crm/b/xrm/archive/2017/08/12/how-to-set-up-global-search-in-microsoft-dynamics-365
Is this the capability you're seeking? If not, can you please help us by sharing a few more details?
- What is the scenario you're trying to enable?
- Who are the personas that would be using the functionality you're looking for?
- Is it specific to a Field Service use-case?
Sincerely,
Core Field Service PM, Jason Cohen
Microsoft.
Fix Advanced Find - Sort - SQL Server Error Issue
Affected environments: All Go to Advanced Find - Processes entity < with filter> - Results Results (87) will display, sort by Primary Entity Click on next page > and the SQL Server error is displayed. From Error log: System.Xml.XmlException: Microsoft.Crm.CrmException: Sql error: 'The...
Thank you for reaching out. Your suggestion seems to be an issue that we are unable to reproduce in our test environments. If you need further assistance, please reach out to the relevant support channels as specified in https://dynamics.microsoft.com/support/.
Sincerely,
Girish Raja
PM, Microsoft.
Option to default time to a time other than 8:00 AM on date/time fields
Would like the ability to define a default time that would be applied when a date is selected on a date/time control. A time other then the current 8:00 AM that appears. Would prefer a time of 0:00 or null that would force the user to enter an appropriate valid time.
Activity entity - Customize Filter on Field
The "Filter on" field is not customizable today. We can't hide it, or modify the list of filters. It is not always suitable for users. Can you make this field customizable in a future version please ?
Thank you for reaching out to us. The new app designer for Dynamics 365 allows you to specify the list of views available to users in a Dynamics 365 app as documented here: https://docs.microsoft.com/dynamics365/customer-engagement/customize/create-edit-views-app-designer. If you need further assistance, please reach out to the relevant support channels as specified in https://dynamics.microsoft.com/support/.
Sincerely,
Girish Raja
PM, Microsoft.
Team Member licenses should be available for Field Service
For a field service technician who is on the road and repairs Equipment, there is currently no way to assign him a Team member license. He needs a full licenses at 100$/month. This user's role is to only visualize the work order on which he needs to work, and to enter his time. This lack of fe...
Thanks for submitting the idea. At the moment, we’re not planning to extend Field Service functionality to the Team member license. Although, we’d love to hear more on the challenges (pricing and/or others) that you face in your customer segment.
Sincerely,
Girish Raja
PM, Microsoft.
Administrator
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.
Sincerely,
Girish Raja
PM, Microsoft