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Asset alert or task dates

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Posted on by JAWilder

I used a previous CRM that allowed tracking PM dates and generating WO for upcoming PMs. They also had an 'alert' or 'flag' that notified the FSE that other parts were also due. Example: Battery change date, filter change date, etc. I am not able to locate that information in the asset, does it exist in Dynamics 365?

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Leah Ju Microsoft Employee on at

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Asset alert or task dates

Hi Partner,

Unfortunately, Customer Service Hub also has no relevant OOB settings.
JAWilder 9 on at

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Asset alert or task dates

Leah, Anything in Customer Service Hub>
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Leah Ju Microsoft Employee on at

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Asset alert or task dates

Hi Partner,

No OOB features in Field service app.

Maybe you could configure in-app notification to achieve similar function:

--Developers of model-driven apps can configure notifications to be displayed to app users as a toast or within the notification center.

https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/send-in-app-notifications?tabs=clientapi

https://www.pragmatiq.co.uk/how-to-set-up-in-app-notifications-for-microsoft-dynamics-365/
JAWilder 9 on at

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Asset alert or task dates

Leah Ju. I am using the Dynamics Field service app.
Leah Ju Microsoft Employee on at

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Asset alert or task dates

Hi Partner,

Are you currently using the Dynamics Field service app?