Automatic record creation and update rules - User should be able to move conditions(Step two: conditions to evaluate and actions to take) from one page to another
Hi Support, Currently Automatic record creation and update rules - conditions subgrid(Step two: conditions to evaluate and actions to take) not allowing us to move condition from one page to another if suppose we have 20-30 conditions. User should be able to move conditions from one page to anot...
Checklists/Assessments Functionality (Copy FS Inspections to CSE license)
Add FS Inspections like functionality to Dynamics 365 CSE license (managed app). One of the key components to health and human services case management is the ability to create and manage assessments on patients or clients. These types of assessments are like surveys that users need to build an...
Dynamics 365 for customer service case action tasks planning
For some reason I currently can't identify wether there are customer service case action task plannings with expiration or end dates and effort times estimates by main responsible (s) including team operation. Not potentially featuring customer service case action task plannings by main responsi...
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
Create Default Filter for Timeline
Create a default filter for timeline so that for example a system administrator can set the overall default filter to being notes but then users themselves can expand the filter to also include posts/activities. This way users can get the information that is most pertinent to their role but also ...
Request to make Case Subject more user-friendly for service agents
Request to rework the Case Subject entity to make it more user-friendly for service agents. Missing features for the current Case Subject entity: - Textual search --> being able to type in the subject lookup field (so a service agent doesn't need to drill-down the whole tree every time again) -...
Allow Workflow on Inactive Cases
I believe just about every entity allows workflows to be ran regardless of what state it is in on a Entity. But for whatever reason Case entity they blocked this feature. This makes it very difficult to clean data, migrate fields around etc. Please enable write access to case when inactive.
'Create PDF' function for Case entity
In D365 sales, word templates can be used to to export PDFs instead of exporting Word Documents, by clicking the 'Create PDF' or 'Email as PDF' buttons in the command bar on Sales records. Expanding this functionality to Service Records, such as Cases, would be very useful for a wide range of ...
Entry in the timeline Resolved - Reopend
Is it possible that when we reopen a case there is an entry in the timeline similar to the resolved one saying reopen and that the timestamp from the resolved action is not overwritten with new timestamp from reactivated action: If ticket is closed = entry in timeline Resolved If ticket is reacti...
Actuals on Case Entity
Enable the generation of Actuals on the Case entity. This way companies can bill time spent on cases through actuals, as in Field Service & Project Service Automation. This way companies can bill time booked on projects, work orders & cases using the same entity.