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[Field Service] Ability to create Bookable Resources with the same name
Please consider removing the limitation for Bookable Resource which prohibits us creating resources with same names. By default, "Name" of Bookable resources cannot be be duplicated. There's a OOB plugin (Microsoft.Dynamics.FieldService.FieldServicePlugin) to prevent this. But, there're likely to be Users, Contacts or whatever the resource refers to which have same name. Even Users, Contacts can be created with same name, but only Bookable Resource cannot be. This limitation is inconsistent. To avoid this, we should change the name of the Users, Contacts or whatever (like "John Smith 2" which looks strange) . Please change the limitation and allow to create Bookable Resources with same name.
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Ability to Export Insights Data
We can check summarized data of Insights in "Insights" form of Marketing Page, Marketing Email and other entities. (like Total visits, Unique visits, etc...) However, we'd like to export raw data of these insights to utilize these data in other application/process. At this point, there's no way to achieve this. Please consider to add the functionality to export insights data.
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Feature Gap : Refreshing the subgrid in parent window when the record in child window is saved
Please consider to fill the feature gap between Legacy Web Client and UCI. Let's say there's 2 entities have 1:N relationship. The parent entity has the subgrid of child entity, and the custom script web resource to open a create form of child entity in a new window setting the parent record to the lookup field of child. In Legacy Web Client, once the child record is saved in a new window, the subgrid of parent form gets refreshed and shows the new child record. But in UCI, this doesn't occur and the subgrid remains unchanged. This feature gap is not a critical blocker but can be discouraging users to move to UCI. Please consider to fill this gap. -
Ability to pin a create button of specific activity in timeline controls
It would be great if we had the capability to pin a create button of specific activity in timeline controls, instead of clicking "+" button and then selecting the activity. We have many activities today but usually we don't frequently all of them. Depends on the scenario, there's a need to quickly create a specific activity in timeline. So please consider to make timeline control configurable to show a create button for specific activity (hopefully, configurable by each form) -
Make "Pin the stage flyout" persistent
In some scenario, users want to see stage flyout of BPF always by default. Today, we can do that manually but the browser forget the setting once it's closed. It would be great to have the capability to remember the state of stage flyouts even an user closes the browser and re-visit. -
Resource lookup requires at least 3 characters for search in "Task" tab
Current behavior:
When users try to find a resource for a specific Task in the "Task" tab of a Project record, it doesn't show any result (No results found) if they put only 2 characters.
To show the result correctly, they need at least 3 characters at the first time. (Once the result is cached, next time it shows the result even with 1 character.)
Also, it doesn't allow any kind of ambiguous search or wildcard search.
Issue:
- "No results found" message with 2 characters may give a wrong impression that the resource that they are trying to find actually doesn't exist.
- Once the result is cached, next time it shows results even with 1 character. This can be confusing as well.
- This can be inconvenient especially in the countries that uses multi-bytes characters.
- People in those countries tend to have a first and last name with a single character. So the name of the resource can be like "森 実" (MORI, Minoru) or "王 睿" (WANG, Zhiui). In this case even with a space between first and last name, they should put a full name.
- How the keyboard input works for those language is 1) enter alphabetical characters 2) hit "transform" key or space bar in the keyboard, then candidates are shown under the character 3) choose the correct character and hit enter
- For "森 実" (MORI, Minoru)'s case, users need to 1) enter "mori" first 2) hit a space key to show candidates, choose "森" with up/down keys and hit enter to fix the character 3) hit a space key 4) enter "minoru" 5) same as 2 but for "実".
- This is a lot of effort. It would be great if users can find a resource with a single character.
Ask:
1. Please allow to search with 1 character.
2. Please allow wildcard search
3. If not possible, at least change the message like "you need at least 3 characters to perform a search" so users don't misunderstand that resource actually doesn't exist.
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Configurable default unit for Task duration in Project form Task tab
Current behavior:
Default unit for Task duration is not configurable. If we put just "1" in duration column, it will automatically be "1 day"
Ideal behavior:
Default unit for Task duration is configurable (with user setting or global setting). We can change a default duration so we don't need to type "h" or "hour" in duration column every time.
Background/problem:
Depending on the usage and business, the most frequently used units of task length vary. Some people use "day" most, others may use "hour" or "week". For those who almost always use "hour", entering "hour" (or even "h") in task duration every time can be a hassle.
In addition to that, in Japanese environment, "hour" or "h" doesn't work. User should enter "時間" (means "hour" in Japanese) every time. Actually this requires many key types.
To do this in Japanese environment, basically user needs to type at least
- ` (to change input mode from English to Japanese)
- j
- i
- k
- a
- n
- [Space] (to transform "jikan" to "時間")
- [Enter] (to fix the input)
Doing this every time is quite a burden especially there're many tasks.
Please consider to make a default unit for Task duration configurable.
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