Create work orders for any asset regardless of account

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 by admins, makers, or analysts	-	Sep 8, 2020	Oct 2, 2020

Business value

Work orders can now be linked to assets even if the asset is not linked to the same account as the work order, supporting the servitization model, rental scenarios, and organizations that deal with warranty claims.

Feature details

As Field Service organizations continue to shift to a servitization business model, an asset might be owned by the service provider, yet work orders need to be created for the customer who is currently using the asset. Prior to this feature, when creating work orders, the account set on the asset needed to match the service account for a work order, which made it challenging to accomplish certain scenarios.

This feature opens up support for rental scenarios, where an asset is owned by one organization but is temporarily being used by another organization. This feature also supports organizations that deal with warranties as the asset might be owned by a consumer, but the work order might be associated with the manufacturer or dealer who is responsible for the warranty.

Administrators can opt to disable the existing asset-to-work order validation in the Field Service settings. Administrators can also opt to enable the option to suggest changing the account of the asset when a work order is being created for an asset with a mismatched account.

Note

This feature is available in Unified Interface only.