26

Tree view control for Asset and locations

The behavior of the tree view control to show functional location and assets is to load all at once all the records so that the user has to wait for it to retrieve them all.

If there are accounts with a lot of records (e.g. customers with lots of buildings, of buildings with lots of loca...

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1 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Thank you for the feedback, we hope to deliver this in wave 1 2023!

24

Merging Customer Assets

The ability to merge customer assets - similar to Accounts, Contacts, Leads

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads?view=op-9-1


and Cases

https://learn.microsoft.com/en-us/d...

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0 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Under Review
Ideas Administrator

Hello Conleth,

We appreciate you sharing your idea. Could you please elaborate on the need for merging assets? 
19

Allow customization of column filter in views

We would love to be able to customize the column filter in views. E.g. When you select Filter By on the Account column in a Customer Asset view, it returns all possible results including Inactive Accounts. We would like to be able to filter on account status or type. Just to be clear, I'm not ta...

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1 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Under Review
11

Asset Property - Allow Predefined Values (Option Sets)

Assets provide the functionality to maintain “Asset Properties (msdyn_property/msdyn_propertylog”), which allows the users to enter different Data Types (Number, String, Boolean, Data/time) for the properties. What would be required on top would be the functionality to have a predefined list of v...

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2 Comments

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Category: Customer Asset (20)

STATUS DETAILS
New
11

Create various customer assets from the usage one item with a quantity greater than 1

Please improve the functionality when an item is used on a work order, we must create customer assets corresponding to the quantity of items consumed. Steps to reproduce: 1. Use an item (Qty 5) that is setup to create a customer asset 2. Set work order status = Open Completed 3. The system creat...

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0 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Needs Votes
9

More Customer Assets assigned to one Work Order

Why is it not possible to attach more customer assets to one Work Order and being able to record working hours on these, and transferring the data to a ERP system and accumulate the hours when invoicing. In the existing solution, it is only possible to handle work on more customer assets by makin...

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1 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Under Review
6

Asset Tree view control from Lookup

When lot of customer assets associated to a service account with unique names(eg: HVAC Unit), user has to click on lookup and search and find the relevant asset by further checking the asset number to make sure the correct asset selected.


A Tree view control will help to loo...

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0 Comments

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Category: Customer Asset (20)

STATUS DETAILS
New
5

Track Customer Asset movement

While working with one of the customer I came across an interesting requirement to track movement of the customer assets. The scenario is as below 1. A work order is created to service a customer asset located at a customer location. 2. The resources planned for the work order involves technici...

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1 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Needs Votes
4

Easier excel upload regarding property logs

Today, if a customer wants to mass upload property logs they can not do it via the asset.

We nee to make Property Log available in site map to have access to the export and import excel.

But the real problem comes due to the fact that the value for property log does not sit in one ...

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0 Comments

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Category: Customer Asset (20)

STATUS DETAILS
New
4

Customer Asset Components

Why is there no distinction between cuatomerassets and asset-omponents? Each component must currently be registered as a sub-asset. But not every switch, not every cable, not every viewing window of e.g. a control center is a 'sub-asset'. Yes, you can define a customized subgrid with system comp...

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2 Comments

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Category: Customer Asset (20)

STATUS DETAILS
Under Review