Service - minor improvements

Important

This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Sep 1, 2022 Oct 1, 2022

Business value

We've made minor improvements in Service Management.

Feature details

For sales, purchase, and now also service documents, you can add information and control the layout of an email with the Use for Email Body and Email Body Layout Description fields when sending a report to someone. For example, the Use for Email Body field adds information such as an invoice number or due date in an email. The Email Body Layout Description lets you use a custom report layout. These fields are now available on the Report Selection - Service page.

Additionally, we’ve expanded the types of items that you can include in standard service codes to include service and non-inventoriable items. If you often perform a certain type of service, you can save time by creating a standard service code that contains the lines you’d want to add to a service document. When you create a service document and choose the standard service code, its lines are added to the document.

Screenshot of Report Selection - Service

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.