Relate Notes (annotation) to Territory table


Extend Territory table to include ability to relate activities so resources can add notes (annotation) or other activities to a Territory.

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Category: General (76)

STATUS DETAILS
New

Configurable multiselect on subgrids


Configurable multi select for subgrids across D365 so that we can restrict user actions on subgrids from being taken on multiple records. Example scenario: On Work Order form, user should not be able to select multiple Work Order Service Tasks and deactivate.

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Category: General (76)

STATUS DETAILS
New

Configurable lookup search functionality


Similar to this idea for F&O: Microsoft Idea (dynamics.com)Provide ability to configure how search works in lookup fields so we can ...

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Category: General (76)

STATUS DETAILS
New

Ability to cancel multiple Cases


Select multiple cases and cancel for case cleanup.

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Category: Customer Service (Case Management / Queues) (100)

STATUS DETAILS
New

List View Search Filters Shows Only Available Records


When filtering list vies, lookups and option set fields allow user to filter on data that isn't even available in the current view. Filters should only show values for records that are in the view to streamline the user experience. For instance, option set called "Color" ha...

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1 Comments

Category: General (76)

STATUS DETAILS
New

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 (76)

STATUS DETAILS
New

Color Code Form Values


Previously in the Resco mobile application, business rules could color code fields on the form based on field value. It would be great to have this functionality in FS, FSM, and Inspections so resources can quickly tell certain values are above or below defined logic.

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Category: Field Service (93)

STATUS DETAILS
New

Case cancellation comment/note


Include customizable dialog when cancelling like when resolving a case so user can make a comment on cancellation reason.

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Category: Customer Service (Case Management / Queues) (100)

STATUS DETAILS
New