Set up assets in Asset Management for Dynamics 365 Supply Chain Management

Module
17 Units

Intermediate

Functional Consultant

Dynamics 365

Supply Chain Management

Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Before your organization can start using Asset Management for Dynamics 365 Supply Chain Management, you must first establish the structure. This module will walk you through the steps on how to set up the key functionalities for assets such as how to create asset types, create condition assessment templates and registrations on those assets, create lifecycle states for assets, establish criticality types, and much more.

Learning objectives

In this module, you will:

Define and create asset types.
Review how to use Condition assessments to manage and maintain your equipment.
See how to use the Asset counter to help with tracking, and using maintenance plans.
Review asset lifecycle states, and define asset statuses.
Set up asset service levels.
Create maintenance workers, and worker groups.

Prerequisites

General knowledge of Asset Management.

Introduction min
Create asset lifecycle states min
Create asset lifecycle models min
Asset types min
Create asset type defaults min
Condition assessments and Condition assessment templates min
Create asset manufacturers and models min
Asset counters min
Set up asset management parameters min
Set up asset service levels min
Set up asset criticality types min
Create asset document relations min
Create assets based on purchase orders min
Create maintenance workers and worker groups min
Exercise – Set up assets min
Check your knowledge min
Summary min