Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Answered

Instal Base management

Posted on by 147

Customer Services does not seem to have a customer install base management feature, one which is close I think is the customer assets in the Field services app.

Would that be a good solution, or does anyone have a better alternative. It should be embedded in our Dynamics 365 platform tools.

Does anyone has a suggestion?

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Instal Base management

    Hi partner,

    This is by design, each app has its own unique business scenario.

    If Dynamics 365 Field Service is also installed in your environment, then you can use the customer assets function of Field Service in Customer Services Hub.

    Add the Customer Asset entity to the site map of Customer Services Hub.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans