Dynamics 365 Customer Service Workspace - Case Enhancement Form - Side Panel - Contact Details
The new Customer Service Workspace Case Enhancement Form shows on the right side panel the customer details (customer360 component of the field accountid).
What many Customers in B2B need is also "Contact Details", where we see the customer360 component of the standard microsoft field "...
STATUS DETAILS
Needs Votes
Schedule Board - Filter Appointments
- Cause: Microsoft depricates the syncronisation of bookings with outlook.
- Workaround: create an appointment automatically after a bookable resource booking is schedule in the schedule board.
- Issue: duplicate record regarding the same business object (bookable resouce + appo...
STATUS DETAILSNew
Booking Synchronization - Contact Info should be "reported by" of the Work Order
The synchronized contact in oultook should be the "reported by" (schema name: msdyn_reportedbycontact) contact in the work order instead of the primary contact of the account.
Reason: in B2B a customer has many contacts for different purposes. The contact in each work order ma...
STATUS DETAILS
New