Category Archives: Customer Service

Facility/Equipment

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Technical entity name: equipment
Microsoft reference here.

Originally coming from Service module.

  • Reachable in menu via Settings=> Business Management.

If you’re opening the form from Unified Interface you’ll see the lookup field Organizational Unit on the form.

For Organisational Unit there is no helpful field description [improve@MS].

But if you’re opening it from the former UI you’ll get another lookup field Site instead:

For Site there is a field description: “Site where the facility/equipment is located.”

So is Organizational Unit the “newer” replacement for Site (at least when it comes to Field Service?

If you are creating a Bookable Resource with Resource Type Equipment than the Organizational Unit gets automatically populated from Facility/Equipment.’Organizational Unit’ into ‘Bookable Resource’.’Organizational Unit’.

Work Hours

There is a Work Hours ribbon button in Unified Interface:

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