Time off request - approve / reject process
Currently the Time Off Request functionality only has a button to approve. When it's approved, it automatically inactivates the record. I'd like to see this process revamped: 1) Approve or Reject Time. A manager (if Time Off Approval is required) should have to approve or reject. 2) when th...
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 ...
Automatically goecode addressess - lacking functionalities
There is an action in field service than can be used for automatically geocode addresses. Why cant it be called by work flows? I can see that it exists in the system, but I cant see it from a workflow. We raised a ticket for this but no conclusion or reason was found, but not possible.
enable mass notification features for scheduling
add mass notification features to broadcast message to a list of contacts through different channels ie. sms, email, phone and receive a reply to update crm.
use case: send notifications to list of volunteers asking about their availability for a job assignment during a disaster event. ...
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 D...
After reviewing with the platform team, we learnt that the sorting order is based on the base language that was chosen during the time of provisioning. The base language is stored in the platform (SQL Collation) which defines the sorting behavior and isn't defined by the current user's language in Dynamics. For additional platform ideas and community, please visit https://ideas.powerapps.com.
Sincerely,
Girish Raja
PM, Microsoft.
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.
Filtering on Views
We recently switched to Field Service Unified Interface from Field One Sky, one of the things we are struggling with is the filtering capability on the views. In Field One, there was an option to do a custom filter that would pop up a screen that resembled the advanced find. However, in Field Ser...
Saving Filters
When you filter in any view, and click on any line to go to a different screen, and then click the back button you lose all of your filters. Can it keep them when going back?
Consolidate Fields Service (FS) & Resource Scheduling Settings (RS)
Field Service is not easy to configure, but right now, the plethora of settings is randomly distributed between Field Service app and Resource Scheduling app. In the Field Service app, it is even distributed across several areas (Settings, Resources, Inventory, Service). There are several duplica...
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