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Device categories organize Internet of Things (IoT) devices. For example, you can categorize devices by the commands they support, the type of device, or devices that break down more often.
Create a new IoT device category
Do the following steps to create a new IoT device category and add devices to it.
In Dynamics Field Service, go to the Settings area.
Under IoT, select Device Categories. Then, select New.
Enter a Name for the device category and select Save.
Open the IoT device category record that you created.
In the Devices section, select New IoT Device.
Enter the name of the device and use the tooltips to help you fill in your information. Then, select Save & Close.
Continue to add devices for this device category.
Add devices to an existing category
You can add devices to an existing device category.
In Dynamics Field Service, go to the Service area.
Under Assets, select IoT Devices.
Open an IoT device record.
In the Category field, search for and select the device category. Then, select Save & Close.
View device readings
Once a device is registered, you can open the record to view the readings sent by the device. For example, if you’re monitoring a thermostat, your reading shows the thermostat temperature.
By default, you can view the last 20 readings. You can change the default setting in the Power BI report by using Power BI Desktop.
To view a device reading, from the main menu, go to Field Service > Customer Asset.
From the list of assets, choose an asset and open the record.
Refer to the Connect Device Readings section to view the device readings.
Remotely send commands to a registered device
When a device isn’t working properly, the system receives an alert. To troubleshoot the issue remotely, you can send a command by choosing a registered device or by using an existing IoT alert.
Note
When you receive multiple alerts from the same device, the alerts are listed in hierarchical order. You can change the grouping by changing the IoT - Parent IoT Alerts workflow.
View a device's registration history
You can view the registration history of a device to see when it was registered.
In Dynamics Field Service, go to the Service area.
Under Assets, select IoT Devices.
Open an IoT device record.
Select the Registration History tab.