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Basic Question: Asset Mgmt and Case Mgmt

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Posted on by Community Member Microsoft Employee

In my research, I don't believe that having the ability to keep a record of your computers, desks, ... physical assets, is "out of the box" functionality in MS Dynamics CRM. Is that correct? I would think that when a person opens a Case, it would be logical to tie the Case to a computer that is having a problem, in the situation of a help desk.

If the answer is "No, that is not 'out of the box' functionality", can someone recommend a 3rd party add on? I'm sure what I am suggesting is a common question.

Thanks in advance!

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Mohd Tahir 676 on at

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RE: Basic Question: Asset Mgmt and Case Mgmt

Hi Dave,

I don't feel you need an Addin for this. You can easily have 2 lookups on a case. The first lookup will be of customer type and second lookup of product type. On selecting the customer lookup, the products lookup would get filtered by showing only the products which the customer has bought. Then the specific product would be selected for which the customer has issue. This way case and product would easily be bounded together.

If this helps you, please mark the answer as verified.
Community Member Microsoft Employee on at

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RE: Basic Question: Asset Mgmt and Case Mgmt

Sorry, above I meant to ask "I assume this is NOT 'out of the box' functionality".

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