Hide Application accounts in the list of lookup column
The dropdown filter selection for users (people picker?) is showing a lot of entries that are related to the solution and not actual users.
For example, the filter on Project Manager shows #PowerCards-S25-IL-Prod, #PowerQueryOnline, etc. This is across any table columns that ...
Time Entry Submit and Approval Process
Time Entry for field service is lacking some basic functionality - submission, review by manager and approval/rejection.
My recommendation would be to have the same functionality within Field Service Time Entry that exists in Project Operations:
- Technic...
STATUS DETAILSNew
Dark mode
The white color theme doesn't look good. kindly add support to the Dark Mode Theme
Extend the geo code dialog/pop-up with custom fields (e.g. housenumber) and use them for the geo code determination
The geo code button can be used on several entities like Accounts, Contacts, Work Orders. By clicking this button a dialog/ pop-up appears and bing tries to calculate the latitude and longitude from Microsoft standard fields. Currently there is no possibility to extend this dialog for custom fiel...
Thanks for submitting the idea, product team will evaluate this idea and share back the plan as needed
Thanks
Field Service PM Team
Delete function for Actuals entity
As referring to the MSDN [https://docs.microsoft.com/en-us/dynamics365/project-operations/psa/faq-deleting-actuals] , Actuals entity record cannot be deleted.
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 ...
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
Enable Task recorder
The task recorder for RSAT [Regression suite automation tool (RSAT) is only enabled in Finance and HR. Ref: Ta...
Timeline - User setting - Sort on created date
The timeline is a very nice feature but the lack of not being able to sort on created date instead of last modify forces our users quite often to other list views. The possibility to change owner or similar on the records messes up the timeline and how we can read it. Show as conversation helps ...
Built in easily customisable reports
A number of prebuilt customer facing reports from booking that are customisable without the complexity of PCF Controls would be ace.
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.
Administrator
Thanks for submitting this idea. Dark mode may be more controlled at the platform level (Dynamics 365) rather than the app level (Field Service). We encourage you to submit this Idea for the paltform ideas rather than here in FIeld Service.