Tag Archives: Equipment

Bookable Resource

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In Dynamics 365 Field Service you are able to create these types of Resources:

  • User
  • Contact
  • Account
  • Equipment
  • Crew
  • Facility
  • Pool

Resource Type: Equipment

  • Facility Equipment lookup appears and becomes mandatory after this Resource Type has been chosen.
  • Organizational Unit lookup becomes read only after this Resource Type has been chosen . Gets pulled from ‘Facility/Equipment’.’Organizational Unit’ or, if this is empty, than from ‘Project Parameters’.’Default Organizational Unit’.
  • Enabled for Field Service Mobile two option set disappears
  • in previous versions it was called Company Asset
  • makes sense to be used in a Resource Crew
  • for example: Truck, Excavator, Beamer, Hololens
  • Start Location & End Location cannot be set to Resource Address

Resource Type: Crew

Also see here for further details on how to set up a Crew.

Customizations

After I have created a copy of an existing form I faced issues that some of the scripting provided by Microsoft didn’t work anymore. As long as I don’t get further insights into this I would recommend to be careful when taking this road. Better maybe to customize the existing form instead of creating a copy of it for customizations. This, by the way, is also a way that has proved to be more stable when it comes to upgrading your org with latest MS solution versions. We faced lots of scripting errors on forms that we previously have copied. It turned out that MS replaced the JS libraries for the original forms but not for your form copies during the last larger upgrade cycle.

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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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