Introduction
Microsoft Dynamics 365 Field Service provides organizations with powerful options for tracking and servicing equipment that is stored at a customer location.
Customer assets let you keep track of equipment that you are responsible for inspecting, maintaining, and repairing. Simplistically, customer assets will record which products are located at each customer location. Additionally, they can track service history of all past and present work orders for each asset. When combined with the IoT capabilities of Connected Field Service, customer assets will provide you with a complete solution for proactive asset management.
This module describes the asset management capabilities that are available in Dynamics 365 Field Service. Additionally, you will learn how to set up and use customer assets in Dynamics 365 Field Service.
In this module, you'll learn how to:
Use and create customer assets.
Set up products to automatically create customer assets.
Register customer assets as devices for use with Connected Field Service.
Associate work orders with customer assets.
Set up customer asset hierarchies.
Set up 3D asset models.
Use functional locations.
Use cases for customer assets
Customer assets can represent specific pieces of equipment that a customer owns. An asset could be anything from a large manufacturing plant to an appliance, such as an air conditioner. Frequently, when a field agent is dispatched to implement a work order, they are performing the work or maintenance on customer assets.
By using customer assets, field service organizations can:
Record and maintain specific information about the asset.
Create a historical log of all work orders that are related to the asset.
Associate the asset with an IoT-enabled device that can be interacted with remotely by using Connected Field Service.
You can manually add customer assets to a customer account, but an asset could alternatively start as a product that is installed as part of a work order. Field Service can automatically convert work order products into customer assets.
The ability to perform customer asset management helps you to efficiently maintain a repository of your customers' on-site assets. It also lets you maintain a service history of work orders that are related to the assets. When you combine customer assets with Connected Field Service, you have the ability to create powerful proactive maintenance solutions for your customers.