SLA not working on collection cases
When creating a case category of the type Collections, a default Service Level agreement is selected. When a user creates a case of this category, the default SLA is not filled. The user is also not able to fill in the SLA on this case.
Odata element needed for the creation of cases and associations
Hi, We are working with external sources in which customer do enter remarks on invoices, products and services. One source is a portal the other source is scan software. For any of the remarks we do need to react within a number of days by law. Therefor all these complaints \ questions \ remar...
Public data entities to create cases and activities in FinOps from third party app
To be able to create cases and activities in FinOps from third party app it would be useful to have the following data entities to be public and available as OData API for the creation of Cases and Activities in FinOps: * CaseDetailBaseEntity * CaseAssociationEntity * CaseDependencyEntity * smmA...
Create a new entity for a case's log
Although D365 has an out of the box entity for migrating cases (Case Detail), no entitiy is available to also migrate the related logs linked to the case. As a result, an essential part of the case's history can 't be migrated and is lost. Therefor, a new entity (caseLogEntity) should be creat...
Data entity for Hierarchy
There is no data entity for Case process or in general the Hierarchies. If there is no specific reason why there is no data entity, could a new entity be created for Hierarchy table as this is useful in data migrations and at time of production configurations.
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,
Ryan Sandness, PM
Case category type security - allow sorting and searching of roles
When managing Case Category security under Organization Administration > Cases > Case Category Type Security, the list of roles is not sorted, nor can it be filtered or searched. The role list should be searchable and sortable to make it easier to manage this function.
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,
Ryan Sandness
Microsoft.
Case view by project
Our collections department often requires access to billing notes created by the billing department. Use case: Billing department needs to add notes about project billing for Customer A on Project 123. They create a billing case on the project then add activities and notes. This requires that ...
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,
Ryan Sandness
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.
Today there is a DMF entity that is explicitly not enabled for odata, as it contains many fields and isn’t tailored for a specific role. You can absolutely extend or copy that entity if you believe you can use as-is or take our entity as a basis for a role-tailored entity.
Sincerely,
Ryan Sandness