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...
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.
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...
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!
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...
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 ...