TeamDynamix version 12.3 introduces improvements to ticket management, inventory tracking, approvals, project management, reporting, and administration.
Service Management
| Feature |
Description |
| Consumable Inventory |
Track supplies such as cables, batteries, and other consumables by quantity, location, cost, supplier, and reorder level. |
| Delegated Approvals |
Users can assign another approver to act on their behalf during planned or unexpected absences. |
| Workflow Activities |
Workflow actions now appear directly on the Ticket Detail page in the Client Portal. |
| Related Tickets |
Create relationships between tickets without requiring a parent-child structure. |
| Global Ticket Attributes |
Create and manage ticket attributes across all applications while preserving values when tickets move between applications. |
| Bulk Ticket Editing |
Update multiple tickets at once from the Ticket Search page. |
| Conditional Form Content |
Display guidance or informational content based on user selections within a form. |
Note: The ability to merge application-level attributes into global attributes will be available in a future maintenance release.
Project & Portfolio Management
| Feature |
Description |
| Ticket-to-Project Relationships |
Connect tickets to projects, project requests, tasks, risks, and issues to improve visibility between service work and project work. |
Reporting
| Feature |
Description |
| New Report Editor |
Includes collapsible sections, filter reordering, undo/redo, change tracking, inline previews, and a streamlined layout. |
| Bulk Actions in Reports |
Perform supported bulk actions on tickets and assets directly from report results. |
General Enhancements
| Feature |
Description |
| Microsoft Copilot Integration |
Upcoming integration allowing Copilot to retrieve and update TeamDynamix information using existing user permissions. |
| Attachment Custom Fields |
Add file upload capabilities directly to custom attributes. |
| Image Description Prompts |
Prompt users to enter alternative text when uploading images through the rich text editor. |
| User Change History |
View an audit trail showing user account changes, who made them, and when. |
Coming Soon: Microsoft Copilot integration will be released in a future maintenance update following version 12.3.