Dynamic Inspection Header
Inspections are really great. They make designing and filling out test reports a lot easier. The PDF export of responses as pdf is a good possibility to provide a report to the customer. To use this meaningfully, the form would have to be pre-filled with some dynamic data from the work order inci...
Customise Inspection Templates for customer facing responses.
It would be ace to be able to customise the inspection template with Header, Logo etc. Alternatively you could set the responses to download as a word template instead of PDF. Finally a method of downloading all responses on a work order in one step rather than individually from each service t...
Thanks for submitting this Idea. Currently inspections are more focused on internal audiences rather than external audiences like customers. We encourage more people to vote for this before we consider adding it to the product.
Possibility to add reference images to the questions
It should be possible to add images to the questions. Technicians sometimes need to answer a question based on a visual reference or need to do measurements at a specific point in a machine which could be indicated by an image in the question itself. The same functionality already exists in Mic...
Signature Capture
Sometimes we have a requirement for someone other than the user completing the Inspection to sign it off. It would be really useful if there was a question type of signature or a multiline text field with a pen control.
Inspection - Add calculations/mathematics logic
Inspection is a nice concept but lacks some more complex functionality we see in other apps. Adding mathematical possibilities in field inputs would increase its use: Simple example: Input value 1: xx : Value 2: xxx – Calculate volume: xxxx - Volume less then xxx – question 5 etc..
Autofill questions based on the customer asset linked to the service task
Firstly, we would like to be able to create questions based on any collumn (also customized, not just default) based on the customer asset table. Secondly, we would like these questions to be automatically filled out on the inspection form, based on the collumns on the customer asset that is link...
Inspection Matrix, Column Type Entity Lookup
With new customers, the technician must first record the installed base on site. Capturing this with customerassets is unreasonable on the mobile app. The Matrix Toolbox in the inspection is ideal here. However, you can only specify numbers, text and custom dropdowns in the inspection columns. I...
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 ...
Thank you for your feedback. This is currently no on the roadmap but will take into consideration in the future.
Thanks,
Field Service PM Team
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...
Make the button to expand a Textbox question bigger - so it is more user friendly on mobile devices and tablets
Currently it is not possible to select how many lines a textbox is in a questionair, there is only the option to make it singleline or multiline. To make it easier to read the contents in the textbox and write something there is currenly a button in the lower right corner to expand the textbox...
Administrator
Thanks for the feedback, we would like to understand which work order fields you would like to add to the Inspection PDF. Furthermore, we would encourage you to look at custom pdf reports that can be triggered from the mobile app: Field Service technician service reporting | Microsoft Docs