35

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.

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3 Comments

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Category: Case Management (21)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it. This was an original design decision to treat collection cases differently and we have significant implications involved in changing the data model and functionality that currently treats collection cases differently.

Sincerely,

Ryan Sandness

 

17

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...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
Needs Votes
Ideas 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

 

17

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...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
New
15

Workflow for Tasks vs Approvals

Split out the workflow functionality for approval vs tasks. Currently if the global workflow setting of "disallow approval by submitter" is set to "yes", a task within a workflow does not get assigned back to the submitter. The functionality to have that global setting turned to yes, and allo...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
New
6

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...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
New
5

Issue 370589 - Parent case is not correctly transferred into New case form when filter is applied to All cases list page

Thank you for reporting this product issue.  We agree that this is an issue for you and understand how this can be impacting your business.  Unfortunately, the issue doesn’t meet the standards we require to be adjusted at this time.   Our previous fix implemented had severe side-effects so had ...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
New
3

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.

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
Needs Votes
Ideas 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,

Ryan Sandness, PM

1

Case management integration with Amelia

Wish there is a future option to integrate with Amelia https://www.ipsoft.com/amelia/ for purpose to easy close support tickets and potentially ledger post certain cases to internal consulting projects or general ledger (e.g. accounting for potential feedback, IT support tickets, other.) Not fea...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for submitting the idea. We'll monitor this for future votes on the suggestion. 

1

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.

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
Needs Votes
Ideas 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,

Ryan Sandness

Microsoft.

0

Case management integration with Microsoft teams and Telemetrics Technology

Future integrating case management with Microsoft Teams technology maybe helpful for the purpose to easily assign cases and have the option to potentially immediately digital teleconference to main responsible (s) assigned. Not having the option to integrate Microsoft teams, user might conventio...

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0 Comments

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Category: Case Management (21)

STATUS DETAILS
New