1

Enhanced inspection forms

Inspection forms in the current form support basic inspections, however are limited in capability.

For example: labels, no group objects with collapsible behaviors, criteria based defaulted values, and calculated values are all not support to name a few.

This makes it difficult t...

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Category: Inspections (45)

STATUS DETAILS
New
1

Import templates

It would be useful to be able to import documents which the business currently uses in paper form / on Word to be used as inspection templates, including making fields dynamic.

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Category: Inspections (45)

STATUS DETAILS
New
2

Import Inspections from Excel

We have customers with thousands of inspections that exist in Excel, Word, or SQL tables. The current model has them effectively manually recreating those inspections by hand. If we could provide an Excel Template to put the inspections into then import them it would allow for some automat...

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Category: Inspections (45)

STATUS DETAILS
New
1

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...

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Category: Inspections (45)

STATUS DETAILS
New
4

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" ...

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Category: Inspections (45)

STATUS DETAILS
New
1

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...

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Category: Inspections (45)

STATUS DETAILS
New
1

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!

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Category: Inspections (45)

STATUS DETAILS
New
5

Inspection Image File Size (3072 kb) Limitation Improvment

Hi everybody,


Our field service employees must fill inspections, which contain the "file" question, to upload images.

When taking an image directly with the provided button, everything works as expected.

But when an image gets selected via the file picker, all empl...

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Category: Inspections (45)

STATUS DETAILS
New
1

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...

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Category: Inspections (45)

STATUS DETAILS
New
11

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 ...

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Category: Inspections (45)

STATUS DETAILS
Declined