Dynamics 365 Field Service

Customer wants to create a Report using SSRS, so they are using the connection type “Microsoft Dynamics 365 Fetch” in Visual Studio thru Query Builder wizard , the idea is paste the XML fetch built in an Advanced find in Dynamics CE. In Advanced find is retrieving data  but pasting the same XML in Visual Studio no rows retrieved, user used is a system administrator in both sides.

Any other entity is working fine.

Specific Request: allow msdyn_businessclosure entity to be used in SSRS

When a work order is created, incident items such as products, services, and service tasks are copied to the order using the "Field Service - Copy Incident Items to Work Order" (LongJobs_CopyIncidentItemsToWorkOrder (number 464)) system job.

The documentation says that the system task is a background process and its duration is not specified. The only thing is that it is written that not immediately, but after a while, the elements will be added to the order.

Is there a way to streamline the process of copying incident items so that items are added as soon as the work order is saved?

Adding the data to work order takes more time when the amount of data is more.

It would be desirable to be able to generate a customised document from the service tasks (along with the technician's responses) when generating the document. 

This requires the possibility to customise the export PDF template. (For example, to be able to insert a company logo on the templates as an image or to add header and footer texts)

In addition, it would be useful if fields from an order could be dynamically transferred to the processing of the service tasks. (For example, customer data / address data / device-specific data from the asset)

Ideally, the field names within a service inspection template can be addressed via workflow / cloud flow, so that the content can be set dynamically as with an entity. (An approach via environment variables would be possible)

Word Templates created for Work Orders are used to create documents to send to end users a Work Document.

When this template includes Work Order Products and Work Order Services, these have Product Names included. The Product Names have Translations loaded in the different languages in the system, but these translations are not used in the Word Template population.

The Word Template is populated with the Product Name for the language of the User that creates the Word Template.

Each Word Template has a language field on it, so this language should be used to populate the Product Name into the Word Document that is created.

In this way a user can create and issue documents to customers in other languages than their user language. A user can be working in German, but need to issue documents to French speaking customers for example.

When using the "WRITE-IN" feature of adding products to an opportunity, then converting the opportunity to a WORK ORDER, none of the WRITE-IN products appear on the work order, only "price list" items appear. We regularly add items "on the fly" to opportunities (our version of a quote) then get approval, then convert the opportunity to a work order, only to learn that write-in products don't copy over to a work order, and therefore not to an invoice. So now we have to add "one-off" products to a pricelist every time. An option to have this work would be helpful. We are working on trying to create a flow to overcome this or adding a MISC product to our pricelists then attempt to change the descriptions as needed, but so far, no luck.

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" has values are Red, Green, and Blue. The current view only has records for Red and Green. When filtering the view, user should only be presented with Red and Green to filter because no records have Blue.

In our Microsoft Ticket with TrackingID#2201260040005531, it was recommended we open the idea. When the pool's bookable resources hours have been changed, we request the Pool's work hours be automatically update. The MS rep said this feature is working as designed and the pool hours are not being updated today.

We have used this additional step to recalculate the hours. We have recommended to our customer to change the Bookable Resource Pool Derived Capacity to No and save the record. Then change the Derived Capacity to Yes and save the record. Refresh the Pool Bookable resource record to verify work hours have been modified. 

Log the Auto Number trace to the Plugin Logs