Learn the most efficient method to streamline customer asset creation in Dynamics 365 Field Service by automating the process when work order products are marked as used. Discover how to set up automatic asset conversion to reduce manual tasks and improve efficiency.
Table of Contents
Question
A Field Service company wants to streamline the creation of customer assets by automating the process when work order products are marked as used. You need to configure the system to automatically create customer assets from work order products with minimal manual intervention. What should you do?
A. Create a workflow that generates customer assets for each work order product upon completion of the work order.
B. Import customer assets from a file after each work order is completed.
C. Manually create customer assets after the completion of each work order.
D. Set the ‘Convert to Customer Asset’ option to ‘Yes’ on the Field Service tab of the product records.
Answer
D. Set the ‘Convert to Customer Asset’ option to ‘Yes’ on the Field Service tab of the product records.
Explanation
Setting the ‘Convert to Customer Asset’ option to ‘Yes’ on the Field Service tab of the product records will enable automatic creation of customer assets when work order products are used, which is the most efficient method. Creating a workflow is unnecessary since the system provides a built-in feature for this purpose. Manually creating assets or importing them from a file after work order completion is not efficient and does not leverage the automation capabilities of Dynamics 365 Field Service.
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