Asset properties in Dynamics 365 Field Service
In cases where field service organizations service assets for their customers (like printers, laptops, air conditioners, and so on), it's important to be able to capture relevant information about those assets.
Asset properties allow you to record information about assets stored in Dynamics 365 Field Service.
Properties are flexible, and can be defined in multiple ways, as we'll look at in this article.
- You'll need one or more existing assets in Field Service. For more information, see the article on customer assets.
Create and assign asset categories (optional)
First, create an Asset Category to group your assets. This is optional; if your organization doesn't use asset categories, go to the next step to create property definitions. In our example, we're using the category Laptop - high performance.
Next, we create a new asset called Contoso Laptop #113 and assign the new asset category.
Create property definitions
Next, we'll need to create and define the various asset properties we want to associate with the asset.
Go to Settings > Property Definitions to see a list of active properties.
Select +New. Give the property a name and select the type of value that will be associated with the property.
- Number: Select if the property will always be numeric
- String: Select if the property will always be alphanumeric.
- Boolean: Select if the property will always be true or false.
- Date: Select if the property will always be a date value.
Since we need to manage a laptop in our example, we create a new property called RAM (GB), where the property value will always be a number.
Save and close.
Create templates for properties
Templates make it so you can quickly select a group of properties to apply to an asset or assets. For instance, laptops may always have the same set of properties that need to be captured. In this case, creating a property template that includes a group of properties can make life easier.
To create a property template, go to Settings > Templates for Properties and select +New.
Give the template a name, and Save.
From the template, you can associate defined properties. From the properties section, select New Property Template, and add properties that will always apply to this type of asset. In our example, we made a property template for laptops, which will always include:
- Is active past 30 days
- RAM (GB)
Relate templates to asset categories, assets, or both
From the template, you can also associate to asset categories. By associating a template with an asset category, all assets that relate to this asset category will apply to our new property template.
In the Asset Categories section, select +New Asset Category Template and select an existing category. In our example, we use the asset category we created at the beginning of this article.
From the template, you can also directly relate specific assets, which will then associate with the group of defined properties in this template.
Add property logs
Once properties are defined for an asset, you can then add specific values for those properties, and build out a log of current and changing values.
Go to the customer asset > Properties > New Property Log.
Find the property you want to update, and give it a value.
Reading Time represents the date and time the property equals its current value. By default, the reading time equals the current date and time. If you're logging a property value from earlier, you can set the time. After creating the log, reading time can't be edited.
Save and Close.
In our example, we gave our laptop a value for RAM.
Only properties associated with the asset will show up in this list as options.
Repeat this process for all the asset properties you want to define.
Maintain property logs
You may want to update the properties that were previously defined. In our example, let's say the laptop we service has downgraded RAM.
Select +New Property Log and select the relevant property, then add the new value. Select Save and Close.
The most current properties will show in the Current Property Values list.
The Delta value represents the difference between the newest updated value and the most recent, previous property value (new value minus previous value).
All previous property values throughout the life of the asset will appear below in the Property Log History.
You may have to refresh the list to see updated delta calculations and log history.
Manually add properties
In some cases, you may need to manually add asset properties for assets that don't belong to a template, or in situations where you need to add properties on top of template properties.
Go to Asset > Related > Property Asset Associations.
Select +Property Asset Association.
Go back to the Properties tab and add a new property log.
The property you added will now show in the list of eligible properties for this asset.
Both Current Property Values and Property Log History refer to the same entity, but with a differently filtered view.
When a specific asset record is added to a property template, the template will show as a related record from the asset.
From the asset, go to Related > Asset Template Associations.
- The Value field in the property log shows the value of the asset property, whether a string, number, boolean, or date and time. This value is not localized and is hidden by default on the property log form.