1

Dynamics 365 Intercompany cases

Wish there is an option to easily include:

  1. Intercompany case transfer and case removal
  2. Intercompany case transfer and case closed
  3. Intercompany case transfer and case copy history
  4. Intercompany case transfer and main responsible assign visibility.

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    Category: Case Management (41)

    STATUS DETAILS
    Declined
12

Description box in activity does not display when user access through cases- view activities.

Please follow the below steps on USMF Legal entity on a Contoso environment. The environment version that I have used is :


Installed product version : 10.0.24 (10.0.1084.80)

Installed platform version : Update48 (7.0.6253.76)


Pre-requisite: 

1. Nav...

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Category: Case Management (41)

STATUS DETAILS
Needs Votes
1

Make Merge Cases system view customizable

The merge case view is a not customizable system view. If you merge cases it should be possible to identify the case properly via a unique identifyer as the case number.

This is not possible only case title, account, priority and created on column are displayed. If cases need to be merg...

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Dynamics 365 Customer case conversion to things to do tasks

Wish there is an option to easily convert a case into things to to do tasks with expiration dates.


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Category: Case Management (41)

STATUS DETAILS
Declined
2

Add Personnel number as a optional field for the "All Cases" table in D365

Add Personnel number as a optional field for the "All Cases" table in D365, this is required for Power BI reporting and currently requires us to perform a manual export to gain the relevant worker name/personnel number.

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Dynamic 365 Finance Budgets Allocation by objectives

Wish there is future option to easily maintain budgets by objectives, not featuring budget allocation by objectives, and featuring objectives to ledger main accounts, user may not easily inquiry, report, or dashboard budget objectives, in addition to models, not featuring budget objectives, user ...

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Dynamic 365 Finance Case management Dynamic Rating vote integration Yammer

Wish there is future option to easily dynamically transfer cases into Yammer for purpose of voting rating, alternative featuring power apps and/or power automate to connect to yammer maybe helpful, however data may not be easily centralized, or easily available for dynamic voting or dynamic trans...

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Dynamics 365 Finance Cases conversion to project internal project

Wish there is a future option to easily convert a case into a potential project internal project type or a potential investment project, for purpose to invest in a (claim, idea, prototype-suggestions, etc..) Not featuring the option to trace and convert a case into a potential project, user may p...

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Dynamic 365 Finance Budget allocation Knowledge cases

Wish there is a future option to easily allocate budget funds to cases or knowledge cases, for purpose to potentially implement an item from case. (e.g. feedback, knowledge case, ideal, suggestions, claim, proposal, etc.). Not featuring option to allocate budget to cases, user may not be precise ...

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Category: Case Management (41)

STATUS DETAILS
Declined
1

Email notifications in Case management without using workflows.

In Case management module, customer requires to send emails to users when a task/activity is created and assigned to them, without having to enable a workflow to do so.

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0 Comments

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Category: Case Management (41)

STATUS DETAILS
Declined