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Microsoft Dynamics CRM (Archived)

[Field Service].Resource Type = Equipment

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Dear Pros,

equipment.jpg

In Field Service, do you ever tested for Resource Type = Equipment ?

Can you explain for me the meaning ? how and why do we use "Resource Type = Equipment", what is the purpose ?

Thank you so much for your helps

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  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: [Field Service].Resource Type = Equipment

    Equipment means "company asset"

    You can the following:

    docs.microsoft.com/.../set-up-bookable-resources

    For more info:

    neilparkhurst.com/.../field-service-resources

    Hope this helps

  • Community Member Profile Picture
    on at
    RE: [Field Service].Resource Type = Equipment

    Hi Rajkumar,

    But we don't have manage inventory, bc i don't think "equipment" represents inventory, right ?

  • Suggested answer
    antc Profile Picture
    2,909 on at
    RE: [Field Service].Resource Type = Equipment

    Equipment is just a resource such as a tool, room etc that you can associate just like a technician (user) to workorders and can show on schedule board.

  • Community Member Profile Picture
    on at
    RE: [Field Service].Resource Type = Equipment

    Hi Antc,

    Can I ask you some questions ?

    - With resource equipment, Who will change status booking ? and how to change this ?

  • Suggested answer
    antc Profile Picture
    2,909 on at
    RE: [Field Service].Resource Type = Equipment

    Check out this post using groups otherwise you could have a workflow to change status based on the main resource:

    https://community.dynamics.com/enterprise/f/759/t/237900

  • Community Member Profile Picture
    on at
    RE: [Field Service].Resource Type = Equipment

    thank you so much Antc    :D

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