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/dynamics365/customer-service/use/customer-service-hub-user-guide-merge-cases
Comments
This would be a massive help. Users often find duplicate assets, if both of them have associations to transactional records it is a pain to 'merge' them as so many records are involved.
Category: Customer Asset
This would be great. A lot of our cases must be logged with temporary assets as the customers can't/ won't provide serial number.Once the temporary asset detail is updated with the details engineer finds, we could end up with duplicate.Merge assets definitely needed to have all of the related records such as history together. Please up vote!
Category: Customer Asset
Valerie Horvath (administrator)
Hello Conleth,
We appreciate you sharing your idea. Could you please elaborate on the need for merging assets?