Expand Inspection Template Functions (Service Tasks)
It would be desirable to be able to generate a customised document from the service tasks (along with the technician's responses) when generating the document.
This requires the possibility to customise the export PDF template. (For example, to be able to insert a company logo on the te...
Immediately update JSON and link questions and answers to Work Order Service Task
Work Order Service Tasks makes use of Inspection Templates. The questions and answers will be generated via JSON through a Power Automate from Microsoft. This is not directly linked to your Work Order Service Task.
In the Field Service Settings you can choose to "Immediately" ...
Unify Service Tasks, Inspection Questions, Property Logs onto one Inspection Form
Background Technicians perform inspections where they gather data (Property Log), complete tasks (Service Task) and perform Pass/Fail tests (Inspection Question). Property Logs associated with the Asset capture deltas and trends and can be enhanced via IoT. Service Tasks ackno...
Embedded images on an inspection template
In case of an inspection jobs, workers want to see exact position of inspection point, in such a case.
So if its function has capability for embedded images like jpeg, it would be grate!
Configurable Entity Lookup Filters
At the moment you can select a row from a table, say an Asset. But all Assets are selectable. I don't see how this can be useful with a system where there could be hundreds or thousand of assets on a device. It should filter on the Assets at the Service Account for the Work Order. Similarly, w...
Inspections for Field Service Portal
In some scenarios, the Bookable Resources are Contacts (external subcontractors) who do not have access to the Dynamics 365 web/mobile. For those users, a portal solution is implemented to allow them to update their Booking, Work Order Service Task, etc. For those portal users, they will need ...
Insert mathematic equation in the inspection
Hello,
In lots of inspections, we have mathematic equation that should be completed by corresponding values measured by the Field technician, is their any functionnality planned for that please?
Best regards
Insert hypertext link
Hello,
We have a requirment from our business to have the possibility to add hypertext link in the inspection (when the field technicien click on the link, it open a new windows or download a document)
Thank you for your help.
Best regards <...
Insert predefined photos in the inspections
Hello,
We have the requirment from our Business to have the possibility to add a predefined photo in the inspection (to guide the Field technicien on the checks to be done, or the form of specific curve to inspect)
Could it be possible to make som...
Inspection signature field
Hello,
We have the requirment from our Business and customers to have the possibility to sign the inspection.
Could it be possible to make something about that please ?
Best regards