Asset hierarchy and location on work order enhancements
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users, automatically | - | 
Aug 3, 2020 |
Oct 2, 2020 |
Business value
Both assets and locations can be complex and have hierarchical models. Understanding the hierarchy of an asset or a location such as a large office building or campus site helps technicians find the asset quickly and easily onsite. This feature provides an enhanced authoring experience for creating hierarchical models and a location identification feature on work orders that allows dispatchers and service managers to pinpoint the location of an asset within a physical space so a technician can deliver faster and more efficient service.
Feature details
With this feature you can model your customers’ physical spaces. You can build a location hierarchy and link your assets to a functional location. For example, you can model a physical space with a hierarchy that includes campus, buildings, floors, rooms, and common areas, as well as link assets to the related functional location. When creating work orders, you can select a functional location so your technicians can quickly check the asset's location. Admins will be able to build location hierarchies with intuitive tools.
Before this release, you had to create different service accounts for assets to differentiate between locations when dealing with large customer sites. This feature adds necessary flexibility when dealing with large customer sites, such as campuses, manufacturing facilities, and farms. Now, you can use a single service account but store the location of your assets through the functional location hierarchy. You can also add location data to any work order independent of an asset. It also opens up a more natural way to deal with equipment that moves between areas within a large site, such as mobile equipment like tractors and projectors.
Note
- This feature is available in Unified Interface only.
- Visual changes as part of update 1 to early access release:
- Asset locations/Asset tab and the Properties tab moved before the IoT tabs.
- Capability added as part of update 2 to early access release:
- Functional locations can be auto-geocoded, manually geocoded, and have address suggestion capabilities to help users select the right address as they enter an address for a functional location.
- The Address tab has been removed and instead there is an inline address control on the main functional location page.