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 (16)

STATUS DETAILS
New
23

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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Category: Customer Asset (16)

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 (16)

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 (16)

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 (16)

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 (16)

STATUS DETAILS
New
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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Category: Customer Asset (16)

STATUS DETAILS
Planned
2023 Release Wave 1
2

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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Category: Customer Asset (16)

STATUS DETAILS
New
1

Asset Property - Add Target Range fields to capture Property Logs outside of the normal range

Scenario:

Technician adds a Property Log for fridge temperature of 50 Degrees F. Property Log should be flagged for (HIGH-RED) being out of the normal range of 36 Degree F to 46 Degrees F to signal to the technician to take immediate action. Out of Range property logs co...

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Category: Customer Asset (16)

STATUS DETAILS
New
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 (16)

STATUS DETAILS
New