4

Account form: make 'Assets and Locations' overview adjustable

The tab 'Assets and Locations' on the Account form shows a treeview of the Functional Locations and if desired with its assets. We want adjust this treeview in some way. We want to be able to filter on a certain Functional Location Type on the Assets and L...

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Category: Customer Asset (18)

STATUS DETAILS
New
3

let us set "show assets" on Functional Location Tree PCF to true on default

At the moment you have to activate "show assets" on the new pcf for functional location tree every time you want to check the functional locations assets. It would be great to be able to default this option to being checked (or not)

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Category: Customer Asset (18)

STATUS DETAILS
New
1

Set Master Asset if Childs available

If a customer asset has no partent assigned, then fill Master Asset (msdyn_masterasset) with customer asset data to get an history by Master Asset e.g. on Reports etc.


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Category: Customer Asset (18)

STATUS DETAILS
New
29

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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2 Comments

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Category: Customer Asset (18)

STATUS DETAILS
Under Review
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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Category: Customer Asset (18)

STATUS DETAILS
New
2

automatically convert work order product to a customer asset and replace an existing customer asset's position in an asset tree structure OOTB.

For example, if the Field service engineer onsite need to change the feeding fiber, requirement is that, system should not create the new record with new product details, instead it should replace an existing customer asset's position in an asset tree structure OOTB.


Once the ...

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Category: Customer Asset (18)

STATUS DETAILS
New
2

Build Encrypted PDF 417 Barcode capability in to D365 Filed Service Barcode Scanner

Currently D365 does not support Encrypted PDF 417 Barcode Scanning on Android, but it does support it on iOS.

Power Apps does support this, on both Android and iOS.

Please enable progress on getting this Encrypted PDF 417 capability on the Android device in D365 Filed Service.

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1 Comments

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Category: Customer Asset (18)

STATUS DETAILS
New
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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Category: Customer Asset (18)

STATUS DETAILS
New
28

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 (18)

STATUS DETAILS
Planned
2023 Release Wave 1
3

PART FAILURE ANALYSIS

In the Work Order page, when Equipment Part/ Components have issues, they are usually Repaired/Fixed/Replaced by Field Technicians on site can enter the Root Cause reasons specific for the part in the field box so that OEMs can view centrally and get a full list of...

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0 Comments

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Category: Customer Asset (18)

STATUS DETAILS
New