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How to structure customer assets in Microsoft Dynamics 365 for Field Service

By Kevin Razavi, AX & CRM Senior Consultant, Arbela Technologies

Customer asset functionality lets you maintain a list of serviceable items related to a service location.

  • When you create and maintain a list of serviceable items, you can:
  • Record specific information about the item.
  • One Asset can have many sub-assets
  • Sub-assets can be removed or reassigned to another Parent Asset

Customer asset records can be configured in a hierarchy to maintain service history at the sub-component level.

Sub-Assets are also known as Components or Equipment. In other words, components defined as a Sub-Asset of an Asset behave like “child” equipment associated with a “parent” equipment. The ability to see “children” equipment allows service against a parent to be identified, with service tracked at the child level. 

Asset Hierarchy

Example of Customer Asset Hierarchy for an Air Conditioner