Support for scenarios is offered in Dynamics 365 Field Service. Now users can crate work orders despite the fact that order and asset may have different accounts.

Servitization

Since the servitization model is becoming more and more popular among industries in the Field Service, companies can offer contracts via subscription model.

Together with the recently released hosting functionality, users can :

• As the true owner of the asset, keep the account on the asset.
• Establish a functional location on an asset that has address information on the client's site where the asset's location is.
• Set relation between the functional location and the end customer account for quick and simple filtering in the process of order creation.
• Create work orders for the account that currently owns the asset and select the appropriate asset and functional location. In case the account in the asset does not match the end customer who owns that asset, user is unlocked!

Rentals

Basically, we can speak of two scenarios around rentals.

To begin with, it is a rental business selling and serving equipment. Now, the company can keep the asset's account as the true owner and create work orders for any account renting that asset.

The second scenario is when a company rents or owns a product and can sublease it on certain days to another local business. So, even if the company updated the asset's account to match the account that rented the asset, and then received a call from another account that subleases that asset, they would be stuck.

Combined with the capabilities of the functional location, users can store the physical location of the asset as functional. Nevertheless, the work order address comes from the functional location. Using this tool users can turn off verification asset. Account remains the true owner of the asset, the location of the asset is the functional location. Besides, users are able to create work orders for any account accessing that asset.

Manufacturers

During the life of an asset, a distributor, installer, or owner of an asset can request service for the same asset. This scenario is now unlocked by disabling asset checking. User can create a work order and select the account (even if that account is not associated with an asset).

Offer reparenting asset

Mainly, businesses and assets are being sold and the service provider is not aware of the transaction until the request from a new customer.

In some other cases, the company will have asset records for which there is no account assigned because the dealer or installer owns the information.

Also, the service provider needs to update the asset to be associated with the new account for creating a work order. This process requires many clicks and risks forgetting to update the record and, more importantly, keeping the customer on the phone while updating the record.

With the upgrade, it will be offered to update the asset record to the new account in just a click of a mouse, if the asset account does not match the account in the work order.

Article publication source:
https://cloudblogs.microsoft.com/
dynamics365/