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Built in easily customisable reports
Suggested by Matt Hopkinson – New – 0 Comments
A number of prebuilt customer facing reports from booking that are customisable without the complexity of PCF Controls would be ace. -
Monitoring and Alerting when record auto-generation fails in agreements
Suggested by Dynamics Administrator – New – 0 Comments
I think the system should alert a user when an agreement fails to generate an invoice, work order or booking as configured by recurrence. It would also be useful to be able to report on what records are expected to be auto-generated to compare with actual records auto-generated. -
Add coverage terms to agreement
Suggested by Dirk Kemps – New – 0 Comments
Allow for the possibility of agreed coverage; high level:
- add covered assets to an agreement, apart from recurrence
- add conditions of coverage (free service, hours and/or materials covered based on incident types)
- add fee x covered assets
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Add "Maintenance asset DW integration" field extensions to the standard Customer asset core
Suggested by Dirk Kemps – New – 0 Comments
When integrating with asset management in F&O, a number of maintenance asset fields are added to the customer asset detail.
However, even when servicing real customer assets, a great deal of these fields can be important, especially when the business model is related to maintenance outsourcing or a deep service partnership.
And some fields are no-brainers (for example manufacturer-brand type/model-serial number).
So please integrate these fields and functionalities into the base model.
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Dynamics 365 Field service site location priority preferences planning tracking
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily identify, visualize field service work order location priority service location preferences tracking, for purpose to future easily synchronize with deliveries (e.g. purpose of service and maintenance or recall priorities).
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Dynamics 365 Production order site locations synchronization proposal to legal entities purchase and field service sites and warehouse locations
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an advanced setup option to easily plan production order site locations with other and/or alternative dynamics AX 365 legal entity purchase inventory and file service work orders/inventory warehouse location for purpose of easy advanced plan warehouse creation proposals and/or syntonizations. (featuring API's maybe an alternative, however featuring efficient logistics planning maybe optimum ideal)
Example: vehicle, pharmaceutics, forbes, aeronautics...
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Dynamics 365 PSA Field service conversion to customer knowledge cases
Suggested by Francisco Orozco – New – 0 Comments
Wish there is an option to easily convert customer gain and/or loss experience into knowledge cases.
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Relate Notes (annotation) to Territory table
Suggested by Zackary Harwood – New – 0 Comments
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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Configurable multiselect on subgrids
Suggested by Zackary Harwood – New – 0 Comments
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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Configurable lookup search functionality
Suggested by Zackary Harwood – New – 0 Comments
Similar to this idea for F&O: Microsoft Idea (dynamics.com)
Provide ability to configure how search works in lookup fields so we can search contains instead of begins with.