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.
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.
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...
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