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How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

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Posted on by Daniel S Maxwell 5

In Field Service it is possible to create products and product properties. However, it appears that after the product is converted to a customer asset these properties vanish and we must recreate customer asset properties. What is the best way to get product properties to stick with the product when being converted over to customer assets? 

It appears that the properties are in two different tables. 

The question is: How to propagate product properties to customer asset properties? Do product properties get automatically converted over to customer asset properties? If not what is the best way to accomplish this? 

Example: A satellite receiver has a feature which is defined as a property, such as the number of audio channels.  When this satellite receiver is converted to a customer asset, do we have to recreate the property defining the number of audio channels?

  • Suggested answer
    FieldServiceDave Profile Picture
    FieldServiceDave on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    Hi all - the behavior that Daniel is looking for is currently not supported in the product. We suggest that you post this idea in the Ideas forum so that other customers can upvote it in our backlog. This is certainly something that we plan to add in support for in the future, but can't comment on timelines at this time.

    Thanks,

    Luis, on behalf of the Dynamics 365 Field Service engineering team

  • Daniel S Maxwell Profile Picture
    Daniel S Maxwell 5 on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    I don't agree with this reply,   or understand the reasoning because a product characteristics (properties) do not change when transferred from a warehouse to a customer location.

    I don't see the logic behind stating the product and customer asset are a 1:N relationship. Yes. a product may be distributed to many customers but the properties inherent in the product do not change, do they?  

    A car has four wheels. The property is "Number of Wheels". But the "Number of Wheels" property should still be called the same on a Customer Asset.

    Another example, a product called "Sewing Machine" has associated properties called "Number of Patterns", "Electrical Voltage", "Manufacturer", "Model", "Serial Number", and "Year".  When that product is transferred over to Customer Assets it still has the same property key definitions. Maybe Customer 1 has a "Year" of 2000 and Customer 2 has a "Year" of 2022. However, but have a property of "Year".

    The property name is not to be confused with the property value. Those will change, of course, and may have many values over time. But the product becoming an asset is just an ownership change, not a material change to the product itself.

    So, why can't Customer Assets be actually Products which are assigned to Customers? Why are the properties lost. Why reinvent the wheel by recreating all the same properties for the Customer Assets tables as for the Products tables?

  • Daniel S Maxwell Profile Picture
    Daniel S Maxwell 5 on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    Thanks for raising this issue with Microsoft. I appreciate that.

    I am not sure if this is a bug or a design issue because there does not appear to be any relationship between a dynamicproperty for products and customer asset properties (msdyn_property) in the table definitions.

    I like Property Logs but the definitions are not compatible. Take option sets for example. I don't see options for property hierarchies either.

    I wish I could use Field Service customer assets as a place to store properties for models that translate easily to Azure Digital Twins.  

    I realize I am starting to drift. Would someone please point me directly to the right group or contact to voice these issues for product/asset properties + potential to use Dynamics together with Azure Digital Twins?

  • Lucky Dog Profile Picture
    Lucky Dog 664 on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    for what it's worth. I raised this issue with Microsoft and they confirmed today that it is a bug.

  • Daniel S Maxwell Profile Picture
    Daniel S Maxwell 5 on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    OK, sounds like a workable solution. I'll try it out but may abandon it and just create properties for Customer Assets alone. No sense doing it twice. We will have hundreds and hundreds of properties because we are using Dynamics Field Service Customer Assets as a repository for setting up IoT Edge Modules Digital Twins and their properties.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to propagate product properties to customer asset properties. Must we recreate customer asset properties that match product properties?

    Hi Daniel S Maxwell:

    Unfortunately, it seems that can't be achieved automatically.

    Automatically generated customer assets created from work order products will include a link to the work order product, so product and customer asset are 1:N relationship

    pastedimage1644216935312v1.png

    Maybe you can use power automate(https://us.flow.microsoft.com/en-us/) to create customer asset properties automatically when the customer asset is converted from product.

    Reference:

    Use properties to describe a product (Dynamics 365 Sales) | Microsoft Docs

    Asset properties in Dynamics 365 Field Service | Microsoft Docs

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