Smart search for Dynamics 365
The current search and display functionality in a lookup is difficult for untrained users, inflexble and hard to find matching record. For example, it only supports words "begin with" which means typing in a middle string in search box doesn't return any results. The current design also requires...
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 ...
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.
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...
With Stage Pane enlargen when popped out tot the right of the screen
Hi there, Recently we asked if the process stage pane could changed for with. We heard that this was a longwished demand by many customers but that it would take total redesign of the process feature. Now we have the option to pop out the screen to the right side of the screen. (See attachment)...
System Views from multiple entitities
We need the ability to create system views that can pull from multiple entities with a common key. For example, we cannot currently create a view that pulls details from the WO Service Task and WO Product entities for a common work order number.
Progress bar / Substatusse
In the management portal (https://port.crm4.dynamics.com/G/RestorePoints/Manage/) There are a couple of operations which are scary when performing. Examples : Copying and environment to another / Restore of a backup Especially the last one : in the first stage of a restore of an earlier b...
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.
Thank you for reaching out to us. This is a core platform functionality and it can be extended to achieve the designer behavior (changing default time) through customizations with client scripting. However, we are tracking this idea and if we get more feedback and votes, we may consider it in the future. Also please check out https://ideas.powerapps.com/ for community ideas on the platform functionality.
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