2

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. ...

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Category: General (67)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for submitting the idea. This is certainly an interesting feature however currently this is not in our Field Service roadmap. However, we are tracking it and if we get more feedback and votes, we may consider it in the future. In general you could create campaigns with Dynamics 365 Marketing app for such functionality: https://docs.microsoft.com/en-us/dynamics365/marketing/overview. We’ll also check with other Dynamics 365 app teams to see if they have any alternatives or workaround that you could use in the meantime.


Sincerely,
Girish Raja,
PM, Microsoft.

2

Configurable lookup search functionality

Similar to this idea for F&O: Microsoft Idea (dynamics.com)


Provide ability to configure how search works in lookup fields so we can ...

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Category: General (67)

STATUS DETAILS
New
1

Filter fields available in dashboard drill down

When drilling down/into charts on a dashboard, all fields are listed which is cumbersome for end users to utilize. It would be more useful and user friendly if the fields available for drilldown were configurable like Power BI.

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Category: General (67)

STATUS DETAILS
New
1

List View Search Filters Shows Only Available Records

When filtering list vies, lookups and option set fields allow user to filter on data that isn't even available in the current view. Filters should only show values for records that are in the view to streamline the user experience.


For instance, option set called "Color" ha...

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Category: General (67)

STATUS DETAILS
New
1

Attachment Thumbnails

Problem: a user may attach many documents to an opportunity, account, work order, or customer asset, but to view the document, the user must click on the link, open the downloads folder, then click on the file to see what it is. It would be better if the user could see a pop-out (tooltip) type...

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Category: General (67)

STATUS DETAILS
New
1

Timeline Search : proper search results using NOT or -

We do need more configuration/control in the Timeline area/search as many have suggested. But for the short term, I would love to have basic search work for "NOT" search results. IE I want to exclude any email in the "Search Timeline" that includes the word bacon. Seems "NOT bacon" or "- bacon"...

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Category: General (67)

STATUS DETAILS
New
1

Price Lists - Discount calculations (Alternate Calculation method)

Price Lists - Alternate Discount calculation method needed. We need Price List Discount "Scaling/Tiered"?, not just straight Discount on total quantity. Sample current pricing structure. Base / Current Cost on Product is 0.3 cents Discount Levels created 1-500 = 0.3 cents 501-1000 = 0.25...

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Category: General (67)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for submitting this idea, we think it be very useful and will wait for more votes before reviewing further.

1

Customer Journey

Add a step where you can easily send an internal email as a step in the customer journey

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Category: General (67)

STATUS DETAILS
New
1

Mapping in new Treeview doens't work between Account and Functional Location

There is a 1:N relationship between the account and the functional location. Repro: customer opens a custom application and click on accounts and opens a existing account => clicks on Assets||location in sub grid. we have Tree view control for Assets||location in sub grid in which when we click ...

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Category: General (67)

STATUS DETAILS
New
1

Set work hours for alternate week or month

Resource work hours has been kind of a gray area, which over the period of time has seen improvements in user interface. However, from functional perspective it still lacks sort of flexibility that Field system administrators would definitely welcome. Manually setting work hours for individual ...

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Category: General (67)

STATUS DETAILS
New