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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Good ways to manage de...
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Good ways to manage demo device handling

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Posted on by Carina Kanig 25

Hi everyone,

I am looking for a good way of doing demo device handling in the CRM and would be interested to hear how you are handling this topic.

So far I could imagine:

- certain fields to be added to the case form

- new entity with certain fields to be created that is added as sub-grid to the asset form

- add certain fields to the asset form

The final solution should be ideally pullable into a kind of asset calendar so that we can see an assets status and whereabouts.

I would appreciate your insights!

Thanks and best regards,

Carina

I have the same question (0)
  • Eiken Profile Picture
    Eiken on at
    RE: Good ways to manage demo device handling

    Hi,

    Would you please describe in detail the requirements for the demo device handling?

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