Daniel Jang Technical BA

The current search and display functionality in a lookup is difficult for untrained users, inflexble and hard to find matching record. For example, it only supports words "begin with" which means typing in a middle string in search box doesn't return any results. The current design also requires the use of a wildcard (e.g. *ski*) in the search string, and the keywords need to be in the exact order it appears in the records (e.g. *213*Cell, not *Cell*213). This is problematic for new users who are unfamiliar with the exact word order in the record they are searching for. I suggest replacing current search and display functionality with a Google-style "smart search". As users simply type text, the lookup dynamically show the matching records containing the entered string (in any word order) point in time. As more text is entered, more specific the search becomes and fewer matching records appear in the lookup. There is no need to use a wildcard * to mask texts, just 'search as you type' behaviour. A lot of applications these days employ this type of "smart search" functionality, which I believe will greatly increase both user productivity and usability for Dynamics 365 as well.

Upon clicking "Book" button from within a Work Order, a schedule board window appears in a separate pop-up window. This additional window is often off the screen (depending on the monitor size and resolution but noticeably on a standard 13-inch laptop screens) requiring it to be dragged to the middle of the screen every time. This is a bad user experience. Please make adjustments to this pop-up window to improve usability. This can be achieved without Browser dependency via one of the following design approaches: 1. Grid-lock the pop-up in a half-size-window to appear in the centre of the screen (or another tab) 2. Grid-lock the pop-up in a full-size-window to appear on top of the existing WO window (or another tab)

Currently users can only select one requirement at a time on Schedule board. Clicking "Finding Availability" on each Work Order, refreshing resource search and booking it one by one is time-consuming and sometime error-prone when multiple Work Orders (often small routine maintenance tasks) need to be scheduled in the same time slot. If users can "multi-select" unscheduled requirements (by Ctrl+click or some other method), drag and drop them directly to the resource calendar view, this will greatly enhance both product functionality and user productivity.