I'd like our D365 install to enable very quick navigation between Sales and Field Service, without having to do too many manual searches. To that effect, I'm trying to display the list of customer assets of an account in the Sales > Account form, but didn't find how to do that despite reading the documentation on linking to related entities.
The only mention I see of "Customer Assets" in the form editor is under Process Sessions in the left navigation sidebar. I can't seem to able to drag it anywhere in the body of the account form and I suspect that might not be the point of its presence there.
I do have customer assets in my database that I loaded via Excel and can access from Field Service > Customer Assets, and they do show their relationship with the Account that owns these assets (they're locations, e.g. facilities owned by a municipality - we might want to track 100+ buildings for a single account). But it's more natural to start most activities from the account detail.
The desired outcome would be an embedded list of Customer Assets within the Field Service area of the Account form, similarly to how you have a list of contacts under Primary Contact. Thanks for any help, we're new to D365 customization.
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