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    Zach Smallbone Power Platform Analyst

    Zach Smallbone

    Joined: 3/4/2020

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    • Sync Bookable Resource Bookings with Outlook Calendar

      5 years ago – Dynamics 365 Field Service – Under Review 

      Reinstate the syncing of resource bookings with the resource's Outlook calendar, a feature that was greatly missed when it was depreciated becuase at the moment to get an Outlook appointment we have to use a multitude of MS Flows, Workflows and JS to get an appointment record created against a booking and ensure that it is kept upto date with time changes. Sometime like this should be a basic out of the box feature for a resource scheduling system.

    • Ability to Display SLA Countdown on Case Grid

      5 years ago – Dynamics 365 Customer Service – Completed 

      Introduce the ability to display the SLA countdown on a case home/sub grid to easily track when cases are about to exceed their SLA time without having to navigate into each case record and look.
    • Automatic Record Creation - Prefil Contact and Account

      5 years ago – Dynamics 365 Customer Service – Needs Votes 

      As it stands at the moment, using an automatic record creation rule to create cases from an incoming mail queue will not prefil in the system and placed into one of the emailaddress(1/2/3) fields on the account for both the Customer and Contact field on a created record if the sending email address is both a pre-existing Contactm. As confirmed by a Microsoft support case, the Account will take precedent, therefore only the Account will be place on the created record, instead of the Account and Contact. In my mind, this is not expected system behaviour, but currently that is how Dynamics will work, confirmed by the PG. I would like this changed so that it will create a record using both the Account and Contact record linked correctly instead of just the Account.

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