Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

On boarding of serviceable assets

(0) ShareShare
ReportReport
Posted on by 1,081

Hello Community Experts,

Suppose I'm providing two different services, service A and service B, i need to collect specific info and checklist all the activities done related to that service, and store it. How would i achieve this requirement

Kindly guide

Best Regards,

Sumaira Noor

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: On boarding of serviceable assets

    Hi Sumaira,

    My idea is this.

    1) Create an entity for the service. If you have it, you don't need create it.

    2) Create one or several whole number fields for the Service entity to indicate the number of activities.

    If all activity types are collected uniformly, create a field.

    If each activity type is collected separately, create separate fields for each activity type.

    Create a workflow for each activity type. The trigger condition is that this activity record is created. The condition is that if the "Regarding" field of the activity record is service A or service B, the execution is the value of the corresponding whole number field plus 1.

    In this way, we can use this number to determine the number of related activities of service A and service B.

  • RE: On boarding of serviceable assets

    This might help you

    community.dynamics.com/.../1011881

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,081 on at
    RE: On boarding of serviceable assets

    Thanks for the response Mehdi

    I'm not clear about services, but they want specific service to have its related checklists

    So that they can mark that checklist related to that service as completed and store it somewhere

    Kindly guide

    Best regards,

    Sumaira Noor

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: On boarding of serviceable assets

    Hello,

    Can you give more details about services, how you can you make difference betwen activities related to service A and service B ?

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,430 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans