Time Entry Submit and Approval Process
Time Entry for field service is lacking some basic functionality - submission, review by manager and approval/rejection.
My recommendation would be to have the same functionality within Field Service Time Entry that exists in Project Operations:
- Technic...
STATUS DETAILSNew
Field Service technician location and arrival time sharing portal improvements
As part of our ongoing Dynamics 365 deployment, we've been investigating the new technician location and arrival time sharing portal with a view to using it as part of our pre-appointment customer engagement strategy. During this process a number of limitations became apparent that we'd want ...
Message box pop up when the quick search limit is exceeded
As we have 10k records limit when we search in the quick find, when the record limit exceeds. It would be helpful is a message box pop up when the record count exceeds.
User "Created By" details In CRM should be available
A feature like showing details of user "Created By" details when a user created from CRM or Azure would be helpful for customers to know who created the user.
Navigations: Go to Advanced Find -->Select Users-->Add "Created By" column-->Click on results-->Now the "Created By" c...
Sharepoint
If Sharepoint is integrated with Dynamics 365 CE users should be able to Search or access documents to Global Search
Global search - Order by field
It would be nice to be able to order global search by field
BUG - Safari on iPad - cannot remove Lookup value from field (i.e. press 'x' icon behind value)
The 'x' behind lookup values cannot be used when working with Safari browser on an iPad.
If a lookup was selected, the user cannot remove the selected lookup value as the 'x' on an iPad can is not be pressed to remove the value.
Suggesting that D365CE support...
Enable Task recorder
The task recorder for RSAT [Regression suite automation tool (RSAT) is only enabled in Finance and HR. Ref:Â Ta...
Export to Excel not exporting additional columns
When a user adds an additional column to a view and then clicks Export to Excel, the additional columns are missing from the exported file.
Filter fields available in dashboard drill down
When drilling down/into charts on a dashboard, all fields are listed which is cumbersome for end users to utilize. It would be more useful and user friendly if the fields available for drilldown were configurable like Power BI.