Summary

Completed

Dynamics 365 Field Service allows organizations to maintain a catalog of the different assets for all customers whom they provide service for. By using customer assets with work orders, you can build the service history of the customer assets and view the maintenance and repairs that have been completed on the customer's equipment.

This module reviewed the available customer assets in Dynamics 365 Field Service and explained how you can use customer assets and functional locations with work orders.

Additionally, you learned about the purpose of customer assets in Field Service and how to:

  • Create customer assets.

  • Associate customer assets with work orders.

  • Set up customer asset hierarchies.

  • Set up 3D asset models.

  • Create and use functional locations.

Your next step is to learn how to use Connected Field Service with customer assets to enable proactive support.