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Field Service forum

Creating Customer Asset

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Posted on by

Hi,

looking at the Field Service module in Dynamics CRM Online 2016 Update 1.

When creating a customer asset, typical asset fields like Manufacturer, Model Number, Serial Number, Year Mfg, Date Installed, Installed By, etc are not part of the record anymore. Do we now have to create the required fields and add them on the form after? Or there's something I'm missing?

Thanks

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  • Community Member Profile Picture
    on at

    Could someone answer this post asthis is a major stumbling block for us.

    We need to have serialised customer assets where the product and serial number unique i.e. Product ABC manufactured with serial number 123 can only exist once.

  • Thomas David Dayman Profile Picture
    11,323 on at

    Hi Axelson,

    I'm not sure if I understand the issue. Can you elaborate in more detail?

  • Community Member Profile Picture
    on at

    Typical asset fields like Manufacturer, Model Number, Serial Number, Year Mfg, Date Installed, Installed By etc are no longer in the Customer Asset table. This is a pain but okay as one can create these as 'custom' fields.

    However, on the now custom Serial Number field, we need to ensure that it is unique to that Product code and error if it is not.

    For example, HP produce a printer. Lets call it HP-LJ123 being the manufacturers model number. We would then create a product called HP-LJ123 in the products table.

    In the Customer Asset screen, the customer could then be assigned an HP-LJ123 with serial number 123456

    HP only made one machine with serail number 123456 and so logically I should only be able to create one Customer Asset record for that machine and serial combination.

    In addition, lets assume HP also made a HP-LJ456. That too could have a serial number of 123456 but no two HP-LJ456's in the Customer Asset table can have a serial number 123456

    So how can I ensure that the product , serial number combination is unique to police the data integrity i.e. not allowing a user to enter the machine twice.

  • Community Member Profile Picture
    on at

    Ah Okay! The Duplicate Detection rules...

  • Thomas David Dayman Profile Picture
    11,323 on at

    Yes, I was thinking the same thing. Let me know how you get on :)

  • MOPO Profile Picture
    237 on at

    Please have a look at this: www.dynamicssoftware.com/.../advanced-field-service

  • Community Member Profile Picture
    on at

    Thank you Morten.

  • spathak Profile Picture
    55 on at

    You can add new fields on the entity.

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