16

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:


1

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 ...

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Category: General (66)

STATUS DETAILS
New
1

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.

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Category: General (66)

STATUS DETAILS
New
1

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...

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Category: General (66)

STATUS DETAILS
New
1

Sharepoint

If Sharepoint is integrated with Dynamics 365 CE users should be able to Search or access documents to Global Search

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Category: General (66)

STATUS DETAILS
New
1

Global search - Order by field

It would be nice to be able to order global search by field

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Category: General (66)

STATUS DETAILS
New
1

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...

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Category: General (66)

STATUS DETAILS
Declined
5

Enable Task recorder

The task recorder for RSAT [Regression suite automation tool (RSAT) is only enabled in Finance and HR. Ref: Ta...

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Category: General (66)

STATUS DETAILS
New
1

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.

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Category: General (66)

STATUS DETAILS
New
1

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.

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Category: General (66)

STATUS DETAILS
New